BARNHILL FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BARNHILL FAMILY FOUNDATION (EIN 45-4917069)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-09
- IRS object ID
- 202411309349102476
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-09T15:49:06-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454917069 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barnhill Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BARN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT BARNHILL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | BARNHILL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $29,469,798 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,000,449 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $44,187 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $44,187 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $548,195 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $548,195 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,068,962 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,158,091 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,332,379 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,523,869 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,924,761 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $204,047 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $74,244 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $129,803 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,600 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $25,259 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $25,259 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $89,234 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $89,233 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $326,140 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,245 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $244,295 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,283,146 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,283,146 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,609,286 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,245 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,527,441 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,085,417 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,850,516 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $580,745 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,775,309 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,775,309 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $24,283,580 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,003,599 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,694,489 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $24,864,325 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,778,908 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,469,798 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $24,864,325 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,778,908 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,864,325 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,778,908 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,864,325 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,778,908 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,864,325 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,085,417 | ExcessRevenueOverExpensesAmt |
| Subtotal | $23,778,908 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $23,778,908 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $15,158,091 | GrossSalesPriceAmt |
| Cost Or Other Basis | $13,825,712 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,332,379 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,332,379 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,332,379 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,722 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $25,722 | SubtotalAmt |
| Tax Based On Investment Income | $25,722 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,604 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $18,200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $25,804 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $161 | EsPenaltyAmt |
| Tax Due | $79 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Austin Barnhill | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Christian Barnhill | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Penny Barnhill | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Sarah Barnhill | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Robert Barnhill III | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Robert E Barnhill Jr | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Leigh Edwards | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Rob Edwards | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Barnhill Contracting Company | |||||
| 800 Tiffany Blvd Ste 200 | Rocky Mount | NC | 27804 | Philanthropic cons | $102,803 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $85,532 |
| Trust of the South | |||||
| 6101 carnegie blvd ste 430 | CHARLOTTE | NC | 28209 | Investment Mgmt | $74,244 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TRAINING WORKSHOPS: ORGANIZING FREE TRAINING WORKSHOPS FOR LOCAL PUBLIC CHARITIES THAT SUPPORT UNDERSERVED YOUTH IN THE COMMUNITY TO INCREASE EFFICIENCY AND EFFECTIVENESS. | Description1Txt |
| Expenses1 | $6,571 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $27,013,724 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,277,794 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,291,518 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,291,518 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $424,373 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,867,145 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,393,357 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,393,357 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,722 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,722 | TotalTaxAmt |
| Distributable Before Adj | $1,367,635 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,367,635 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,367,635 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,527,441 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,527,441 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,367,635 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $81,457 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $312,525 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $393,982 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,527,441 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,367,635 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,159,806 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,553,788 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,553,788 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $81,457 | ExcessFromYear2Amt |
| Excess From Year1 | $312,525 | ExcessFromYear1Amt |
| Excess From Current Year | $1,159,806 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Austin Barnhill | ContributingManagerNm |
| Contributing Manager | Christian Barnhill | ContributingManagerNm |
| Contributing Manager | Leigh Edwards | ContributingManagerNm |
| Contributing Manager | Penny Barnhill | ContributingManagerNm |
| Contributing Manager | Rob Edwards | ContributingManagerNm |
| Contributing Manager | Robert Barnhill III | ContributingManagerNm |
| Contributing Manager | Robert E Barnhill Jr | ContributingManagerNm |
| Contributing Manager | Sarah Barnhill | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGAPE VILLAGE FOUNDATION INC | |||||||
| PO BOX 7175 | ROCKY MOUNT | NC | 27804 | N/A | PC | General & Unrestricted | $1,000 |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI | |||||||
| 225 N MICHIGAN AVE 17TH FL | CHICAGO | IL | 60601 | N/A | PC | Eastern North Carolina Chapter fund | $1,000 |
| BOYS & GIRLS CLUBS OF THE COASTAL PLAIN INC | |||||||
| 621 W FIRE TOWER RD | WINTERVILLE | NC | 28590 | N/A | PC | 2022-2023 Academic Success | $40,000 |
| BOYS & GIRLS CLUBS OF THE TAR RIVER REGION INC | |||||||
| PO BOX 1622 | ROCKY MOUNT | NC | 27802 | N/A | PC | Project Learn | $15,000 |
| BOYS & GIRLS CLUBS OF THE TAR RIVER REGION INC | |||||||
| PO BOX 1622 | ROCKY MOUNT | NC | 27802 | N/A | PC | BE Well fund | $52,000 |
| BOYS & GIRLS CLUBS OF THE TAR RIVER REGION INC | |||||||
| PO BOX 1622 | ROCKY MOUNT | NC | 27802 | N/A | PC | Charitable Event | $1,250 |
| BOYS CLUB OF WAKE COUNTY INC | |||||||
| 701 N RALEIGH BLVD | RALEIGH | NC | 27610 | N/A | PC | Great Futures 2022 | $35,000 |
| BOYS CLUB OF WAKE COUNTY INC | |||||||
| 701 N RALEIGH BLVD | RALEIGH | NC | 27610 | N/A | PC | B.E.S.T. - Behavioral & Emotional Support Team fund | $65,800 |
| CAMP CORRAL | |||||||
| 801 N W ST | RALEIGH | NC | 27603 | N/A | PC | General & Unrestricted | $1,000 |
| CASA | |||||||
| PO BOX 12545 | RALEIGH | NC | 27605 | N/A | PC | King's Ridge fund | $100,000 |
| CASA | |||||||
| PO BOX 12545 | RALEIGH | NC | 27605 | N/A | PC | King's Ridge fund - Fill it With Love Fundraiser | $3,000 |
| CHRISTIAN FELLOWSHIP HOME OF NASH-EDGECOMBE COUNTI | |||||||
| 301 S GRACE ST | ROCKY MOUNT | NC | 27804 | N/A | PC | Christian Fellowship Home General Operations fund | $5,000 |
| COMMUNITIES IN SCHOOLS OF CHARLOTTE MECKLENBURG IN | |||||||
| 601 E 5TH ST SUITE 300 | CHARLOTTE | NC | 28202 | N/A | PC | Creating Access and Pathways to Success for Mecklenburg County Youth | $2,500 |
| CROSSNORE COMMUNITIES FOR CHILDREN | |||||||
| PO BOX 249 | CROSSNORE | NC | 28616 | N/A | PC | General & Unrestricted | $1,000 |
| DOWN EAST PARTNERSHIP FOR CHILDREN | |||||||
| PO BOX 1245 | ROCKY MOUNT | NC | 27802 | N/A | PC | Charitable Event | $2,500 |
| DRESS FOR SUCCESS TRIANGLE NC | |||||||
| 1812 TILLERY PL STE 105 | RALEIGH | NC | 27604 | N/A | PC | Career Services for Unemployed Women in Wake County | $5,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Evaluation of a Multidisciplinary Prevention Clinical Model for Cardiovascular Risk Reduction in High Risk Patients | $50,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90600 | DURHAM | NC | 27708 | N/A | PC | Duke Children's SICC Fund | $9,833 |
| EDGECOMBE CANCER SUPPORT FOUNDATION | |||||||
| PO BOX 1582 | TARBORO | NC | 27886 | N/A | PC | General & Unrestricted | $1,000 |
| EDGECOMBE COUNTY PUBLIC SCHOOLS EDUCATIONAL FOUNDA | |||||||
| 2311 N MAIN ST | TARBORO | NC | 27886 | N/A | SO II | Elementary After School Programming and Family Medication Management | $65,345 |
| EDGECOMBE COUNTY PUBLIC SCHOOLS EDUCATIONAL FOUNDA | |||||||
| 2311 N MAIN ST | TARBORO | NC | 27886 | N/A | SO II | North Phillips School of Innovation (NPSI) | $152,794 |
| EDGECOMBE COUNTY PUBLIC SCHOOLS EDUCATIONAL FOUNDA | |||||||
| 2311 N MAIN ST | TARBORO | NC | 27886 | N/A | SO II | Science of Reading Capacity in Edgecombe County fund | $145,487 |
| FIRST BAPTIST CHURCH | |||||||
| 605 N MAIN ST | TARBORO | NC | 27886 | N/A | PC | FBC Preschool Academy child sponsorship fund | $6,600 |
| FIRST BAPTIST CHURCH | |||||||
| 605 N MAIN ST | TARBORO | NC | 27886 | N/A | PC | Preschool Scholarship fund | $4,827 |
| FREEDOM SCHOOL PARTNERS INC | |||||||
| PO BOX 37363 | CHARLOTTE | NC | 28237 | N/A | PC | Freedom School Summer 2022-2024 Programs | $5,000 |
| HELPING A HERO ORG | |||||||
| PO BOX 19310 | HOUSTON | TX | 77224 | N/A | PC | General & Unrestricted | $10,000 |
| HELPING A HERO ORG | |||||||
| PO BOX 19310 | HOUSTON | TX | 77224 | N/A | PC | May 2023 Childress fundraiser fund | $25,000 |
| HILL CENTER INC | |||||||
| 3200 PICKETT RD | DURHAM | NC | 27705 | N/A | PC | Edgecombe '23-'24 fund | $37,507 |
| HURU INTERNATIONAL INC | |||||||
| 15 WEST 26TH ST 11TH | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $3,000 |
| JDRF INTERNATIONAL - GREATER WESTERN CAROLINAS CHA | |||||||
| 205 REGENCY EXECUTIVE PARK DR 102 | CHARLOTTE | NC | 28217 | N/A | PC | Research to Cure T1D | $15,000 |
| KENAN-FLAGLER BUSINESS SCHOOL FOUNDATION | |||||||
| 205 KENAN CENTER CB 3490 | CHAPEL HILL | NC | 27599 | N/A | PC | Barnhill Assured Admit Scholars at UNC Kenan-Flagler fund | $125,000 |
| MARBLES KIDS MUSEUM | |||||||
| 201 E HARGETT ST | RALEIGH | NC | 27601 | N/A | PC | Marbles Ready Set School + TriplePLAY Partnership | $25,000 |
| MY KIDS CLUB | |||||||
| PO BOX 784 | SELMA | NC | 27576 | N/A | PC | construction fund | $5,168 |
| NASH-ROCKY MOUNT SCHOOL DISTRICT | |||||||
| 930 EASTERN AVE | NASHVILLE | NC | 27856 | N/A | GOV | Mental Health Services for the Uninsured | $75,000 |
| NCINNOVATION INC | |||||||
| 1101 HAYNES ST STE 102 | RALEIGH | NC | 27604 | N/A | PC | NCInnovation program - optimizing innovation in North Carolina | $100,000 |
| NEIGHBOR TO NEIGHBOR MINISTRIES | |||||||
| 1200 S BLOUNT ST | RALEIGH | NC | 27601 | N/A | PC | Capacity Expansion for Neighbor to Neighbor's Latino site, "Aprendo" | $10,000 |
| NORTH CAROLINA BUSINESS LEADERS FOR EDUCATION | |||||||
| 501 SAS CAMPUS DRIVE BLDG V | CARY | NC | 27513 | N/A | PC | BEST NC Contribution | $50,000 |
| NORTH CAROLINA WESLEYAN UNIVERSITY | |||||||
| 3400 N WESLEYAN BLVD | ROCKY MOUNT | NC | 27804 | N/A | PC | Shelton Challenge scholarship fund | $2,500 |
| NOTE IN THE POCKET INC | |||||||
| 4730 HARGROVE RD | RALEIGH | NC | 27616 | N/A | PC | Emergency clothing distribution program | $10,000 |
| OPERATION RESOLUTE INC | |||||||
| PO BOX 565 | BELHAVEN | NC | 27810 | N/A | PC | Hunting Program Site Expansion | $10,000 |
| PARKINSON ASSOCIATION OF THE CAROLINAS | |||||||
| 2101 SARDIS ROAD N BOX 15 | CHARLOTTE | NC | 28227 | N/A | PC | Pedaling for Parkinson's class | $5,500 |
| PEACEMAKERS OF ROCKY MOUNT INCORPORATED | |||||||
| 2221 W RALEIGH BLVD | ROCKY MOUNT | NC | 27803 | N/A | PC | Freedom School 2023-2025 | $20,000 |
| PITT COMMUNITY COLLEGE FOUNDATION INC | |||||||
| PO BOX 7007 | GREENVILLE | NC | 27835 | N/A | PC | "15 in Five" Endowment Scholarship fund Campaign | $25,000 |
| PUBLIC SCHOOL FORUM OF NORTH CAROLINA INC | |||||||
| 1017 MAIN CAMPUS DR STE 2300 | RALEIGH | NC | 27606 | N/A | PC | Actionable & Sustainable Models for Recruiting and Retaining a Diverse Teacher Workforce | $50,000 |
| SAFECHILD | |||||||
| 864 W MORGAN ST | RALEIGH | NC | 27603 | N/A | PC | General & Unrestricted | $12,000 |
| SOUND RIVERS INC | |||||||
| PO BOX 1854 | WASHINGTON | NC | 27889 | N/A | PC | General & Unrestricted | $750 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDES PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $2,000 |
| STEP UP MINISTRY | |||||||
| 1701 OBERLIN RD | RALEIGH | NC | 27608 | N/A | PC | Real World program | $10,000 |
| STRATEGIC TWIN-COUNTIES EDUCATION PARTNERSHIP | |||||||
| 101 COASTLINE ST STE 203 | ROCKY MOUNT | NC | 27804 | N/A | PC | Twin Counties Thrive - #readingREADY | $38,885 |
| SYRIAN AMERICAN MEDICAL SOCIETY FOUNDATION | |||||||
| 1012 14TH ST NW | WASHINGTON | DC | 20005 | N/A | PC | Turkey & Syria Earthquake Relief fund | $20,000 |
| TEACH FOR AMERICA INC | |||||||
| PO BOX 11649 | CHARLOTTE | NC | 28220 | N/A | PC | Edgecombe General Operating Support | $30,000 |
| TEACH FOR AMERICA INC - CHARLOTTE | |||||||
| 5855 EXECUTIVE CENTER DR STE 200 | CHARLOTTE | NC | 28212 | N/A | PC | Mecklenburg General Operating Support | $5,000 |
| THE RELATIVES INC | |||||||
| 6220 THERMAL RD | CHARLOTTE | NC | 28211 | N/A | PC | Capital Campaign fund | $20,000 |
| THE RELATIVES INC | |||||||
| 6220 THERMAL RD | CHARLOTTE | NC | 28211 | N/A | PC | Breakfast Pledge (Circle of Champions) | $3,000 |
| THE SALVATION ARMY | |||||||
| PO BOX 8193 | ROCKY MOUNT | NC | 27804 | N/A | PC | Edgecombe County Joshua's Challenge Literacy Program | $25,900 |
| THOMPSON CHILD & FAMILY FOCUS | |||||||
| 6800 SAINT PETERS LN | MATTHEWS | NC | 28105 | N/A | PC | Friends of the Children - Charlotte and School-Based Outpatient Therapy | $12,000 |
| THREE RIVERS LAND TRUST INC | |||||||
| 204 E INNES ST STE 120 | SALISBURY | NC | 28144 | N/A | PC | Camp Scholarship fund Fur Fish and Game Camp fund | $1,000 |
| TRIANGLE GOLF FOUNDATION INC | |||||||
| 3737 GLENWOOD AVE STE 415 | RALEIGH | NC | 27612 | N/A | PC | More than a Game Capital Campaign | $5,000 |
| TRIANGLE LAND CONSERVANCY INC | |||||||
| 514 SOUTH DUKE ST | DURHAM | NC | 27701 | N/A | PC | Pathways into Natural Environments and Science (PINES) fellowship fund | $10,000 |
| UNIVERSITY HEALTH SYSTEMS OF EASTERN CAROLINA FOUN | |||||||
| 690 MEDICAL DR | GREENVILLE | NC | 27834 | N/A | PC | ECU Health Scholarship fund & Recruitment Endowment fund | $500,000 |
| URBANPROMISE CHARLOTTE | |||||||
| PO BOX 12213 | CHARLOTTE | NC | 28220 | N/A | PC | UrbanPromise Charlotte StreetLeader & Out-of-School-Time Programs | $12,000 |
| VOLUNTEER FLORIDA FOUNDATION INC | |||||||
| 1545 RAYMOND DIEHL RD STE 250 | TALLAHASSEE | FL | 32308 | N/A | SO I | Florida Disaster Fund | $20,000 |
| WAKE COUNTY SCHOOLS | |||||||
| 5625 DILLARD DR | CARY | NC | 27518 | N/A | GOV | Ready4K | $10,000 |
| WAKEMED | |||||||
| 3000 NEW BERN AVE | RALEIGH | NC | 27610 | N/A | PC | Pediatric Behavioral Health Innovation | $100,000 |
| WOODBERRY FOREST SCHOOL | |||||||
| 898 WOODBERRY FOREST RD | WOODBERRY FOREST | VA | 22989 | N/A | PC | Leigh and Rob Edwards Scholarship Fund | $70,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,283,146 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,187 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $548,195 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,068,962 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$476,580 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$476,580 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Barnhill Jr Robert E | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Tiffany Blvd 200 PO Box 7948 | AddressLine1Txt |
| City | Rocky Mount | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,000,449 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | ISHARES S&P 500 INDEX FD IVV, 5240 sh. | NoncashPropertyDesc |
| Fair Market Value | $2,000,449 | FairMarketValueAmt |
| Received | 2022-12-20 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA EMERGING MARKETS CORE EQ P | $723,171 | $834,191 |
| DFA EMERGING MARKETS SMALL CAP | $115,847 | $128,744 |
| DFA EMERGING MARKETS VALUE POR | $51,949 | $53,790 |
| DFA FIVE YEAR GLOBAL FIXED INC | $1,297,375 | $1,314,394 |
| DFA INTERNATIONAL CORE EQUITY | $1,901,830 | $2,365,928 |
| DFA INTERNATIONAL REAL ESTATE | $7,270 | $8,557 |
| DFA INTERNATIONAL SMALL CO POR | $108,361 | $171,548 |
| DFA INTERNATIONAL VALUE PORTFO | $77,258 | $140,930 |
| DFA INVESTMENT GRADE PORTFOLIO | $1,065,009 | $1,049,034 |
| DFA INVT DIMENSIONS GROUP INCW | $1,045,646 | $1,035,711 |
| DFA LARGE CAP INTERNATIONAL PO | $2,322,244 | $2,572,113 |
| DFA REAL ESTATE SECURITIES POR | $129,465 | $154,286 |
| DFA U.S. LARGE CAP VALUE PORTF | $3,514,734 | $4,739,501 |
| DFA U.S. SMALL CAP VALUE PORTF | $1,690,565 | $2,722,596 |
| ISHARES S&P 500 GROWTH INDEX F | $737,517 | $624,312 |
| VANGUARD GROWTH INDEX INSTL CL | $1,076,150 | $3,381,442 |
| VANGUARD S&P 500 ETF | $1,187,604 | $1,118,391 |
| VANGUARD SHORT TERM INVESTMENT | $1,192,015 | $1,171,686 |
| VANGUARD SMALL CAP GROWTH INDE | $603,288 | $1,006,237 |
| VANGUARD TOTAL BOND MARKET IND | $3,156,301 | $3,101,098 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $85,532 | $85,532 | |
| Bank Charges | $1 | $1 | |
| DCA - TRAINING WORKSHOPS | $3,676 | $3,676 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $74,244 | $74,244 | |
| Philanthropic Consulting Srvcs | $129,803 | $129,803 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2023 | $7,500 |
| 990-PF Extension for 2022 | $100 |