2025-05-15T07:42:58-05:00 2024-06-30 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-07-01 454917069 Barnhill Family Foundation % Foundation Source BARN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 robert barnhill jr president 8008391754 2025-05-14 true true Jeffrey D Haskell P01345770 8008391754 2023 2025-03-06 01:10:19Z X 36633528 X 5071313 81464 81464 770758 753279 24335 16310255 4056238 5947870 4890981 0 143632 14322 129310 26379 16115 16115 59797 59797 245923 14322 205222 1536754 1536754 1782677 14322 1741976 4165193 4876659 1775309 1151075 1151075 8383887 8277606 22003599 16604658 25399557 1804481 1805290 23778908 27944101 36633528 0 0 X 23778908 27944101 23778908 27944101 23778908 27944101 23778908 4165193 27944101 27944101 Publicly-traded Securities 16310255 12254017 4056238 4056238 4056238 67786 67786 67786 8100 0 59700 67800 X 1784 1770 false false false false false false false true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington ID 198091377 false false false true true false false false false false false false false false false false false false false false false false 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 Barnhill Contracting Company 800 Tiffany Blvd Suite 200 Rocky Mount NC 27804 PHILANTHROPIC CONS 102310 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 59772 31435300 1783177 0 33218477 0 33218477 498277 32720200 1636010 1636010 67786 67786 1568224 1568224 1568224 1741976 0 0 0 0 1741976 1568224 81457 312525 1159806 1553788 1741976 1568224 173752 1727540 0 1727540 81457 312525 1159806 173752 Austin Barnhill Christian Barnhill Leigh Edwards Penny Barnhill Rob Edwards Robert Barnhill III Robert E Barnhill Jr Sarah Barnhill X BOYS & GIRLS CLUBS OF THE COASTAL PLAIN INC 621 W FIRE TOWER RD WINTERVILLE NC 28590 N/A PC Academic Success 50000 BOYS & GIRLS CLUBS OF THE COASTAL PLAIN INC 621 W FIRE TOWER RD WINTERVILLE NC 28590 N/A PC Williamston Word Force Match fund 5949 BOYS & GIRLS CLUBS OF THE TAR RIVER REGION INC PO BOX 1622 ROCKY MOUNT NC 27802 N/A PC Steak and Burger Event 1250 BOYS & GIRLS CLUBS OF THE TAR RIVER REGION INC PO BOX 1622 ROCKY MOUNT NC 27802 N/A PC Project Learn 15000 BOYS & GIRLS CLUBS OF THE TAR RIVER REGION INC PO BOX 1622 ROCKY MOUNT NC 27802 N/A PC BE Well fund 39000 BOYS CLUB OF WAKE COUNTY INC 701 N RALEIGH BLVD RALEIGH NC 27610 N/A PC Great Futures fund 35000 BREAKTHROUGH T1D PO BOX 1550 HAGERSTOWN NC 21741 N/A PC Research to Cure T1D 15000 BRIGHTFOCUS FOUNDATION 22512 GATEWAY CENTER DR CLARKSBURG MD 20871 N/A PC Annual Fund 1000 CASA PO BOX 12545 RALEIGH NC 27605 N/A PC King's Ridge - Phase 2 100000 CENTER FOR SCIENCE TECHNOLOGY AND LEADERSHIP DEVEL PO BOX 165 7458 N MAIN ST BETHEL NC 27812 N/A PC General & Unrestricted 50000 CHARLOTTE MECKLENBURG LIBRARY FOUNDATION 220 N TRYON ST CHARLOTTE NC 28202 N/A SO I Early Childhood Programming: Active Reading 10000 CHRISTIAN FELLOWSHIP HOME OF NASH-EDGECOMBE COUNTI 301 S GRACE ST ROCKY MOUNT NC 27804 N/A PC Christian Fellowship Home Operations 5000 COMMUNITIES IN SCHOOLS OF CHARLOTTE MECKLENBURG IN 601 E 5TH ST SUITE 300 CHARLOTTE NC 28202 N/A PC Championing Mecklenburg County Youth 7000 CROSSNORE COMMUNITIES FOR CHILDREN 100 DAR DR NEWLAND NC 28657 N/A PC General & Unrestricted 5000 DOWN EAST PARTNERSHIP FOR CHILDREN PO BOX 1245 ROCKY MOUNT NC 27802 N/A PC Fore Every Child Golf Classic 2500 DUKE UNIVERSITY BOX 90581 DURHAM NC 27708 N/A PC Barnhill Parental Engagement & Education Innovation Fund 20000 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 50000 EAST CAROLINA UNIVERSITY FOUNDATION INC 2200 S CHARLES BLVD 1100 GREENVILLE NC 27858 N/A PC Rocky Mount-Nash Honors College Scholarship and Enrichment Endowment Fund 109 EDGECOMBE COMMUNITY COLLEGE FOUNDATION INC 2009 W WILSON ST TARBORO NC 27886 N/A PC Charitable Event 2000 EDGECOMBE COMMUNITY COLLEGE FOUNDATION INC 2009 W WILSON ST TARBORO NC 27886 N/A PC E. Norris Tolson Scholarship fund 5000 EDGECOMBE COUNTY PUBLIC SCHOOLS EDUCATIONAL FOUNDA 2311 N MAIN ST TARBORO NC 27886 N/A SO II Early Literacy Grant 1000 EDGECOMBE COUNTY PUBLIC SCHOOLS EDUCATIONAL FOUNDA 2311 N MAIN ST TARBORO NC 27886 N/A SO II Developing Scholar Self-Efficacy through Behavior DNA Mapping 15300 Edgecombe Early College High School 2009 WEST WILSON ST Tarboro NC 27886 N/A GOV Tar-Robo Turtles 1000 FIRST BAPTIST CHURCH 605 N MAIN ST TARBORO NC 27886 N/A PC to support Baptist Men Ramp Projects 2000 FOUNDATION FOR THE CAROLINAS 220 N TRYON ST CHARLOTTE NC 28202 N/A PC Read Charlotte Fund 1000 FREEDOM SCHOOL PARTNERS INC PO BOX 37363 CHARLOTTE NC 28237 N/A PC Freedom School Summer Programs 5000 HELPING A HERO ORG PO BOX 19310 HOUSTON TX 77224 N/A PC 100 Homes Challenge NC Fundraiser 12500 HILL CENTER INC 3200 PICKETT RD DURHAM NC 27705 N/A PC RAP Tutoring Scale-Up Year 3 51593 HOMEOWNERS IMPACT FUND PO BOX 12531 CHARLOTTE NC 28220 N/A PC General & Unrestricted 1000 JANES FUND 2136 HALFORD PL CHARLOTTE NC 28211 N/A PC General & Unrestricted 10000 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 125000 LIGHTHOUSE HOME 1016 EASTERN AVE ROCKY MOUNT NC 27801 N/A PC To support annual Fundraiser 500 MARBLES KIDS MUSEUM 201 E HARGETT ST RALEIGH NC 27601 N/A PC Marbles Ready Set School Memberships + TriplePLAY Partnership 25000 MI CO CORPORATION 312 ST ANDREW ST TARBORO NC 27886 N/A PC Athletes Of Life (AOL) Mentorship Program 10000 MISSION TRIANGLE INC 3700 COMPUTER DR RALEIGH NC 27609 N/A PC Twin Counties Mission Triangle Modeling and NPO Consulting 18540 NASH-ROCKY MOUNT SCHOOL DISTRICT 930 EASTERN AVE NASHVILLE NC 27856 N/A GOV Transition to Kindergarten Summer Scholars Academy 17000 NASH-ROCKY MOUNT SCHOOL DISTRICT 930 EASTERN AVE NASHVILLE NC 27856 N/A GOV NRM-ECHS Peer Group Connections Leadership Program 4078 NCINNOVATION INC PO BOX 14288 65 TW ALEXANDER DR DURHAM NC 27709 N/A PC NCINNOVATION PROGRAM - OPTIMIZING INNOVATION IN NORTH CAROLINA 100000 NORTH CAROLINA BUSINESS LEADERS FOR EDUCATION 501 SAS CAMPUS DRIVE BLDG V CARY NC 27513 N/A PC BEST NC: Expanding Capacity to Support Educator Innovation & Pathways to Excellence for the NC Teacher Pipeline 25000 NORTH CAROLINA BUSINESS LEADERS FOR EDUCATION 501 SAS CAMPUS DRIVE BLDG V CARY NC 27513 N/A PC BEST NC Contribution 50000 NORTH CAROLINA COMMUNITY FOUNDATION INC 3737 GLENWOOD AVE STE 460 RALEIGH NC 27612 N/A PC Edgecombe Charitable Foundation 3000 NORTH CAROLINA WESLEYAN UNIVERSITY 3400 N WESLEYAN BLVD ROCKY MOUNT NC 27804 N/A PC NC Wesleyan Shelton Leadership Challenge 5000 NORTH CAROLINA WILDLIFE RESOURCES COMMISSION 1702 MAIL SERVICE CENTER RALEIGH NC 27699 N/A GOV NC Youth Outdoor Engagement Commission 5000 NOURISH UP PO BOX 680791 CHARLOTTE NC 28216 N/A PC General & Unrestricted 7000 NOW SERVING INC PO BOX 27822 RALEIGH NC 27611 N/A PC Now Serving Food and Wine 5000 OPERATION RESOLUTE INC PO BOX 565 BELHAVEN NC 27810 N/A PC The Refuge fund 163000 PEACEMAKERS OF ROCKY MOUNT INCORPORATED 2221 W RALEIGH BLVD ROCKY MOUNT NC 27803 N/A PC To support Freedom School 20000 PUBLIC SCHOOL FORUM OF NORTH CAROLINA INC 1017 MAIN CAMPUS DR STE 2300 RALEIGH NC 27606 N/A PC Networking and Convening to Strengthen and Diversity the Teacher Pipeline 50000 RIPE FOR REVIVAL 161 ENGLISH RD ROCKY MOUNT NC 27804 N/A PC Beyond the Book: Education Series 2000 SAFECHILD 2841 KIDD RD RALEIGH NC 27610 N/A PC SAFEchild Advocacy Center 10000 SOUND RIVERS INC PO BOX 1854 WASHINGTON NC 27889 N/A PC Oyster Roast 750 STEP UP MINISTRY 1701 OBERLIN RD RALEIGH NC 27608 N/A PC Real World 5000 STRATEGIC TWIN-COUNTIES EDUCATION PARTNERSHIP 101 COASTLINE ST STE 203 ROCKY MOUNT NC 27804 N/A PC General & Unrestricted 1000 STRATEGIC TWIN-COUNTIES EDUCATION PARTNERSHIP 101 COASTLINE ST STE 203 ROCKY MOUNT NC 27804 N/A PC Twin Counties Thrive - #readingREADY 38885 TEACH FOR AMERICA 5855 EXECUTIVE CENTER DR STE 200 CHARLOTTE NC 28212 N/A PC Teach For America: Mecklenburg General Operating Support 5000 TEACH FOR AMERICA INC PO BOX 11649 CHARLOTTE NC 28220 N/A PC Teach For America Eastern NC: Edgecombe General Operating Support 30000 THE RELATIVES INC 6220 THERMAL RD CHARLOTTE NC 28211 N/A PC Capital Campaign Fund 20000 THE SALVATION ARMY PO BOX 8193 ROCKY MOUNT NC 27804 N/A PC Joshua's Challenge Literacy Program 41800 THOMPSON CHILD & FAMILY FOCUS 6800 SAINT PETERS LN MATTHEWS NC 28105 N/A PC Friends of the Children - Charlotte and School-Based Outpatient Therapy 12000 TRIANGLE LAND CONSERVANCY INC PO BOX 1848 DURHAM NC 27702 N/A PC Expanding Access to Nature - Conserving Old Creedmoor, TLC's 9th Nature Preserve 50000 UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 N/A GOV Scholarships Fund and Support for Future CMS Teachers 30000 URBANPROMISE CHARLOTTE PO BOX 12213 CHARLOTTE NC 28220 N/A PC UrbanPromise Charlotte StreetLeader & Out-of-School-Time Programs 12000 WAKEMED 3000 NEW BERN AVE RALEIGH NC 27610 N/A PC Pediatric Behavioral Health Innovation 100000 WOODBERRY FOREST SCHOOL 898 WOODBERRY FOREST RD WOODBERRY FOREST VA 22989 N/A PC Leigh and Rob Edwards Scholarship Fund 26000 1536754 14 81464 14 770758 18 24335 876557 876557 false false false false false false false false false false X X 1 Barnhill Jr Robert E 800 Tiffany Blvd 200 PO Box 7948 Rocky Mount NC 27804 5071313 X 1 JOHNSON & JOHNSON JNJ, 500 sh. 77887 2023-12-22 1 JOHNSON & JOHNSON JNJ, 200 sh. 31155 2023-12-22 1 JOHNSON & JOHNSON JNJ, 84 sh. 13085 2023-12-22 1 PEPSICO INC PEP, 40 sh. 6700 2023-12-22 1 PEPSICO INC PEP, 150 sh. 25127 2023-12-22 1 PEPSICO INC PEP, 500 sh. 83758 2023-12-22 1 PEPSICO INC PEP, 200 sh. 33503 2023-12-22 1 PEPSICO INC PEP, 150 sh. 25127 2023-12-22 1 CENCORA INC COR, 650 sh. 131962 2023-12-22 1 MERCK & CO INC MRK, 760 sh. 81660 2023-12-22 1 MERCK & CO INC MRK, 800 sh. 85958 2023-12-22 1 ORACLE CORP ORCL, 530 sh. 56167 2023-12-22 1 ORACLE CORP ORCL, 605 sh. 64115 2023-12-22 1 CHARLES SCHWAB CORP SCHW, 875 sh. 60007 2023-12-22 1 CHARLES SCHWAB CORP SCHW, 670 sh. 45948 2023-12-22 1 AMETEK INC AME, 1050 sh. 172520 2023-12-22 1 HENRY JACK & ASSOC INC JKHY, 500 sh. 81892 2023-12-22 1 YUM BRANDS INC YUM, 500 sh. 64978 2023-12-22 1 ACCENTURE PLC ACN, 150 sh. 52705 2023-12-22 1 ACCENTURE PLC ACN, 310 sh. 108923 2023-12-22 1 BERKSHIRE HATHAWAY INC. CLASS B BRK-B, 500 sh. 178417 2023-12-22 1 BERKSHIRE HATHAWAY INC. CLASS B BRK-B, 75 sh. 26762 2023-12-22 1 VISA INC V, 214 sh. 55578 2023-12-22 1 ARCH CAPITAL GROUP LTD ACGL, 2100 sh. 155453 2023-12-22 1 AMDOCS LIMITED DOX, 1255 sh. 110352 2023-12-22 1 SAP AKTIENGESELL ADS SAP, 1110 sh. 169142 2023-12-22 1 IDEX CP IEX, 760 sh. 163446 2023-12-22 1 IDEX CP IEX, 200 sh. 43012 2023-12-22 1 ADVANCED MICRO DEVICES INC AMD, 551 sh. 76867 2023-12-22 1 LANDSTAR SYSTEM LSTR, 520 sh. 103897 2023-12-22 1 ROSS STORES, INC ROST, 1500 sh. 204135 2023-12-22 1 ROSS STORES, INC ROST, 310 sh. 42188 2023-12-22 1 L'OREAL ADR LRLCY, 2130 sh. 210035 2023-12-22 1 CENTENE CORP CNC, 1000 sh. 73178 2023-12-22 1 RBC BEARINGS INCORPORATED RBC, 410 sh. 115129 2023-12-22 1 TELEDYNE TECH INC TDY, 170 sh. 72763 2023-12-22 1 CANADIAN NATL RAILWAY CO CNI, 500 sh. 62346 2023-12-22 1 CASEY'S GENERAL STORES, INC CASY, 465 sh. 127596 2023-12-22 1 ROCKWELL AUTOMATION INC ROK, 90 sh. 27756 2023-12-22 1 WD-40 COMPANY WDFC, 310 sh. 74123 2023-12-22 1 R L I CP RLI, 690 sh. 91017 2023-12-22 1 BROADRIDGE FINANCIAL BR, 190 sh. 37717 2023-12-22 1 ATLAS COPCO AB A SHS ADR ATLKY, 5760 sh. 98565 2023-12-22 1 BADGER METER, INC BMI, 860 sh. 132677 2023-12-22 1 VERISK ANALYTICS, INC VRSK, 400 sh. 94403 2023-12-22 1 VERISK ANALYTICS, INC VRSK, 370 sh. 87323 2023-12-22 1 PRIMERICA, INC PRI, 250 sh. 51572 2023-12-22 1 PRIMERICA, INC PRI, 250 sh. 51572 2023-12-22 1 META PLATFORMS INC META, 432 sh. 153019 2023-12-22 1 SYSMEX CORP UNSP ASDR SSMXY, 2330 sh. 63108 2023-12-22 1 ABBVIE INC ABBV, 119 sh. 18359 2023-12-22 1 ABBVIE INC ABBV, 424 sh. 65413 2023-12-22 1 ALPHABET INC CL A GOOGL, 800 sh. 113080 2023-12-22 1 ALPHABET INC CL A GOOGL, 1000 sh. 141350 2023-12-22 1 ALPHABET INC CL C GOOG, 780 sh. 111267 2023-12-22 1 BOOKING HOLDINGS INC BKNG, 40 sh. 141689 2023-12-22 1 BOOKING HOLDINGS INC BKNG, 40 sh. 141689 2023-12-22 1 BOOKING HOLDINGS INC BKNG, 20 sh. 70845 2023-12-22 1 KENVUE INC KVUE, 128.5184 sh. 2739 2023-12-22 1 KENVUE INC KVUE, 401.4816 sh. 8558 2023-12-22 CHARLOTTE NC SERIES B - 5.518% 700000 690970 JP MORGAN CHASE BANK NA - 5.76 350000 359835 WELLS FARGO &CO MTN - 5.707% - 350000 353125 WELLS FARGO BANK - 5.450% - 08 404481 401360 DFA EMERGING MARKETS CORE EQ P 1514802 1782438 DFA EMERGING MARKETS SMALL CAP 68486 91725 DFA EMERGING MARKETS VALUE POR 51949 59998 DFA GLOBAL REAL ESTATE SECURIT 327958 333982 DFA INTERNATIONAL CORE EQUITY 2962988 3656380 DFA INTERNATIONAL REAL ESTATE 7270 8342 DFA INTERNATIONAL VALUE PORTFO 46643 92709 DFA LARGE CAP INTERNATIONAL PO 2322244 2778492 DFA REAL ESTATE SECURITIES POR 129465 157708 DFA U.S. LARGE CAP VALUE PORTF 3514734 5302136 DFA U.S. SMALL CAP VALUE PORTF 2426148 3796884 ISHARES S&P 500 GROWTH INDEX F 364929 405603 VANGUARD GROWTH INDEX INSTL CL 1076150 4464254 VANGUARD S&P 500 ETF 1187604 1373357 VANGUARD SMALL CAP GROWTH INDE 603288 1095549 6162535 6088707 2221352 2188899 Administrative Fees 59772 59772 State or Local Filing Fees 25 25 Investment Management Services 14322 14322 Philanthropic Consulting Srvcs 129310 129310 990-PF Estimated Tax for 2024 8100 990-PF Excise Tax for 2023 79 990-PF Extension for 2023 18200