Form 990 for tax year 2024
Filed by BARKER-DANGERFIELD WEALTHMANAGEMENT FOUNDATION.
Totals
- Total revenue
- $54,984
- Total expenses
- $2,271
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $54,984
- Other revenue
- $0
- Total assets, end of year
- $1,433,569
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $1,433,569
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $2,271
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
3 · Investment income
total $10,044 · excluded $10,044
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $647,902
-
7b · Less cost or other basis and sales expenses
securities $602,962
-
7c · Gain or loss
securities $44,940
-
7d · Net gain or loss
total $44,940 · related or exempt $44,940
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $625 · management and general $625
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: STUDENT AWARDS
total $1,000 · management and general $1,000
-
24b · Other expenses: INVESTMENT EXPENSE
total $646 · management and general $646
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $168,020 · end of year $121,391
-
2 · Savings and temporary cash investments
beginning of year $848,530 · end of year $980,124
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
beginning of year $332,054 · end of year $332,054
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
29 · Capital stock, trust principal or current funds
beginning of year $1,000,000 · end of year $1,000,000
-
31 · Retained earnings, endowment or other funds
beginning of year $348,604 · end of year $433,569
Mission and programs · 2024
Mission
Support the educational objectives of the University of Idaho College of Business and Economics.
-
Educational --Endowment fund for University of Idaho College of Business and Economics earmarked for an educational program which provides practical "hands on" training in risk management, capital preservation, asset allocation, option trading, futures trading, derivative trading, short sales and similar techniques and disciplines for selected students of the University.
As filed on the 2024 return.
Listed in Part VII
-
DEAN VICTORVITCH
CO-TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
TONY DRAKE
CO-TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
DUFF BERGQUIST
PROG DIRECTOR
- Total calculated
- $0
- Hours/week
- 16
-
RON ROWEN
Vice President
- Total calculated
- $0
- Hours/week
- 0.5
-
BRETT BARKER
President
- Total calculated
- $0
- Hours/week
- 0.5
-
DEAN PARELLA
CO-TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(c)3 · EDUCATION OF STUDENTS · ID
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
BARKER-DANGERFIELD WEALTH MNGT FDN LLC
MANAGE ASSETS · ID
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 30 June 2026
- IRS schema version
- 2024v5.2
- Source object
- 202631819349301773
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.