BARNHILL FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BARNHILL FAMILY FOUNDATION (EIN 45-4917069)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-11
- IRS object ID
- 202231319349105488
- Schema version
- 2020v4.1
- 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 Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-11T15:28:35-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | 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 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | 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 E BARNHILL JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT E | PersonFirstNm |
| Person Last | BARNHILL JR | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $29,150,267 | 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 | $5,218,486 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $734 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $734 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $390,259 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $390,259 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $295,354 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,192,260 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,832,179 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,896 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $5,911,729 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,223,172 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $148,461 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $90,037 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $58,424 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $58,100 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $4,180 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,180 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $81,190 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $299 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $80,891 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $291,931 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $90,336 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $143,495 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,780,501 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,780,501 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,072,432 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $90,336 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,923,996 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,839,297 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,132,836 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,035,693 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,056,208 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,056,208 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $16,353,510 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,202,442 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,094,059 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $17,389,203 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,258,650 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,150,267 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $17,389,203 | RetainedEarningBOYAmt |
| Retained Earning EOY | $21,258,650 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,389,203 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,258,650 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,389,203 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,258,650 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,389,203 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,839,297 | ExcessRevenueOverExpensesAmt |
| Other Increases | $30,150 | OtherIncreasesAmt |
| Subtotal | $21,258,650 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $21,258,650 | 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 | $7,192,260 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,360,081 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,832,179 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,832,179 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,832,179 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $71,346 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $71,346 | SubtotalAmt |
| Tax Based On Investment Income | $71,346 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $67,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,700 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $72,900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,554 | OverpaymentAmt |
| Applied To ES Tax | $1,554 | AppliedToESTaxAmt |
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 |
|---|---|---|---|---|---|
| Trust of the South | |||||
| 800 Greenvalley Rd 304 | GREENSBORO | NC | 27408 | Investment MGMT | $90,037 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $78,606 |
| Barnhill Contracting Company | |||||
| 800 Tiffany Blvd Suite 200 | Rocky Mount | NC | 27804 | Philanthropic | $58,424 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,008,452 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $506,065 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,514,517 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,514,517 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $367,718 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,146,799 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,207,340 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,207,340 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $71,346 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $71,346 | TotalTaxAmt |
| Distributable Before Adj | $1,135,994 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $30,150 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,166,144 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,166,144 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,923,996 | 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 | $1,923,996 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,923,996 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,166,144 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $676,395 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Qualifying Distributions | $1,923,996 | QualifyingDistributionsAmt |
| Applied To Year1 | $676,395 | AppliedToYear1Amt |
| Applied To Current Year | $1,166,144 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $81,457 | RemainingDistriFromCorpusAmt |
| Total Corpus | $81,457 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $81,457 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $81,457 | 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 |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A TOUCH OF THE FATHERS LOVE INC | |||||||
| 4276 LOOP RD | NASHVILLE | NC | 27856 | N/A | PC | Permanent relocation of The Pantry | $1,000 |
| ALZHEIMERS DRUG DISCOVERY FOUNDATION | |||||||
| 57 W 57TH ST STE 904 | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $2,000 |
| BOYS & GIRLS CLUBS OF THE COASTAL PLAIN INC | |||||||
| 621 W FIRE TOWER RD | WINTERVILLE | NC | 28590 | N/A | PC | Formula for Impact | $30,000 |
| BOYS & GIRLS CLUBS OF THE TAR RIVER REGION INC | |||||||
| PO BOX 1622 | ROCKY MOUNT | NC | 27802 | N/A | PC | 2020 Steak and Burger | $1,000 |
| BOYS & GIRLS CLUBS OF THE TAR RIVER REGION INC | |||||||
| PO BOX 1622 | ROCKY MOUNT | NC | 27802 | N/A | PC | Scholarship fund | $15,000 |
| BOYS CLUB OF WAKE COUNTY INC | |||||||
| 701 N RALEIGH BLVD | RALEIGH | NC | 27610 | N/A | PC | General & Unrestricted | $35,000 |
| BRIGHTFOCUS FOUNDATION | |||||||
| 22512 GATEWAY CENTER DR | CLARKSBURG | MD | 20871 | N/A | PC | Alzheimer's Disease Research 2021 Supporter Acceptance | $2,000 |
| BRIGHTFOCUS FOUNDATION | |||||||
| 22512 GATEWAY CENTER DR | CLARKSBURG | MD | 20871 | N/A | PC | General & Unrestricted | $2,000 |
| CENTER FOR SCIENCE TECHNOLOGY AND LEADERSHIP DEVEL | |||||||
| PO BOX 165 7449 N MAIN ST | BETHEL | NC | 27812 | N/A | PC | Michael's Angels, Bethel Afterschool Scholars, Conetoe Family Life Center, and/or the Cornerstone Medical Academy Support Another Organization via Selected Charity | $8,000 |
| CENTER FOR SCIENCE TECHNOLOGY AND LEADERSHIP DEVEL | |||||||
| PO BOX 165 7449 N MAIN ST | BETHEL | NC | 27812 | N/A | PC | Michael's Angels, Bethel Afterschool Scholars, Conetoe Family Life Center, and/or the Cornerstone Medical Academy | $14,000 |
| CENTER FOR SCIENCE TECHNOLOGY AND LEADERSHIP DEVEL | |||||||
| PO BOX 165 7449 N MAIN ST | BETHEL | NC | 27812 | N/A | PC | MAGC, Bethel Afterschool Scholars, CFLC, the Center, and/or the Cornerstone Medical Academy | $2,500 |
| CHRISTIAN FELLOWSHIP HOME OF NASH-EDGECOMBE COUNTI | |||||||
| 301 S GRACE ST | ROCKY MOUNT | NC | 27804 | N/A | PC | Annual Operating Funds | $5,000 |
| COMMUNITIES IN SCHOOLS OF THE ROCKY MOUNT REGION I | |||||||
| 222 N PERSON ST STE 203 | RALEIGH | NC | 27601 | N/A | PC | General & Unrestricted | $1,000 |
| CONVOY OF HOPE | |||||||
| 330 S PATTERSON AVE | SPRINGFIELD | MO | 65802 | N/A | PC | 100 Million Meals & Counting: A COVID-19 Response - Ahoskie | $7,650 |
| CROSSNORE COMMUNITIES FOR CHILDREN | |||||||
| PO BOX 249 | CROSSNORE | NC | 28616 | N/A | PC | General & Unrestricted | $3,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90600 | DURHAM | NC | 27708 | N/A | PC | Duke Children's SICC Fund | $20,000 |
| EAST CAROLINA UNIVERSITY | |||||||
| G120 OLD CAFETERIA COMPLEX E 5th ST | GREENVILLE | NC | 27858 | N/A | GOV | Heart Rate Variability Biofeedback In COVID-19 Patients | $31,359 |
| EAST CAROLINA UNIVERSITY FOUNDATION INC | |||||||
| 2200 S CHARLES BLVD 1100 | GREENVILLE | NC | 27858 | N/A | PC | Camp Needles in the Pines Fund | $10,000 |
| EASTERN CAROLINA YOUNG MENS CHRISTIAN ASSOCIATION | |||||||
| 100 YMCA LN | NEW BERN | NC | 28560 | N/A | PC | New River YMCA | $1,000 |
| EDGECOMBE COUNTY PUBLIC SCHOOLS EDUCATIONAL FOUNDA | |||||||
| 2311 N MAIN ST | TARBORO | NC | 27886 | N/A | SO II | Scholar Teachers | $16,343 |
| EDGECOMBE COUNTY PUBLIC SCHOOLS EDUCATIONAL FOUNDA | |||||||
| 2311 N MAIN ST | TARBORO | NC | 27886 | N/A | SO II | Barnhill Scholar Teachers year 3/3 | $30,000 |
| EDGECOMBE COUNTY PUBLIC SCHOOLS EDUCATIONAL FOUNDA | |||||||
| 2311 N MAIN ST | TARBORO | NC | 27886 | N/A | SO II | North Phillips School of Innovation (NPSI) | $112,555 |
| EIGHT DAYS OF HOPE INC | |||||||
| PO BOX 3208 | TUPELO | MS | 38803 | N/A | PC | General & Unrestricted | $1,000 |
| FIRST BAPTIST CHURCH | |||||||
| PO BOX 1556 | TARBORO | NC | 27886 | N/A | PC | First Baptist Church Academy | $7,000 |
| FIRST BAPTIST CHURCH | |||||||
| 605 N MAIN ST | TARBORO | NC | 27886 | N/A | PC | Ramp Ministry | $3,000 |
| FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA INC | |||||||
| 1924 CAPITAL BLVD | RALEIGH | NC | 27604 | N/A | PC | General & Unrestricted | $10,000 |
| HELPING A HERO ORG | |||||||
| PO BOX 19310 | HOUSTON | TX | 77224 | N/A | PC | Wounded Hero Home Program North Carolina 2021 Project - Edgecombe, Nash, Pitt, Cumberland | $200,000 |
| HILL CENTER INC | |||||||
| 3200 PICKETT RD | DURHAM | NC | 27705 | N/A | PC | The Hill Center - ECPS Innovation Zone 3-Year Partnership to Improve Student Literacy and Teacher Effectiveness Project | $57,500 |
| JDRF INTERNATIONAL - GREATER WESTERN CAROLINAS CHA | |||||||
| 205 REGENCY EXECUTIVE PARK DR 102 | CHARLOTTE | NC | 28217 | N/A | PC | General & Unrestricted | $15,000 |
| MARBLES KIDS MUSEUM | |||||||
| 201 E HARGETT ST | RALEIGH | NC | 27601 | N/A | PC | TriplePlay Partner and Family Memberships for Access to Achieve Participants | $20,000 |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | N/A | PC | General & Unrestricted | $1,000 |
| MEALS-ON-WHEELS OF ROCKY MOUNT INC | |||||||
| PO BOX 7611 | ROCKY MOUNT | NC | 27804 | N/A | PC | General & Unrestricted | $1,000 |
| MICHAEL ANGELS REENTRY SERVICES INC | |||||||
| PO BOX 1454 | TARBORO | NC | 27886 | N/A | PC | Michael's Angels Home of Healing: Shed Renovation, Operational Necessities Support | $15,000 |
| NASH HEALTH CARE FOUNDATION | |||||||
| 2460 CURTIS ELLIS DR | ROCKY MOUNT | NC | 27804 | N/A | PC | Undesignated Fund Honoring all employees | $3,400 |
| NASHVILLE UNITED METHODIST CHURCH | |||||||
| PO BOX 86 | NASHVILLE | NC | 27856 | N/A | PC | Friends of Shannon Turner Benefit | $1,000 |
| NEW LEADERS | |||||||
| 30 WEST 26TH ST 10TH FLOOR | NEW YORK | NY | 10010 | N/A | PC | Developing Transformational Instructional Leaders, Edgecombe only | $15,000 |
| NORTH CAROLINA BUSINESS LEADERS FOR EDUCATION | |||||||
| 940 NW CARY PKWY STE 121 | CARY | NC | 27513 | N/A | PC | Educator Innovation Plan | $50,000 |
| NORTH CAROLINA COMMUNITY FOUNDATION INC | |||||||
| 3737 GLENWOOD AVE STE 460 | RALEIGH | NC | 27612 | N/A | PC | NC Healing Communities Fund | $100,000 |
| NORTH CAROLINA COMMUNITY FOUNDATION INC | |||||||
| 3737 GLENWOOD AVE STE 460 | RALEIGH | NC | 27612 | N/A | PC | Dix Park Conservancy Gift Fund | $500,000 |
| NORTH CAROLINA SCHOOL OF SCIENCE & MATHEMATICS FOU | |||||||
| 1219 BROAD ST | DURHAM | NC | 27705 | N/A | PC | NCSSM-Morganton fund | $15,000 |
| NORTH CAROLINA WESLEYAN COLLEGE | |||||||
| 3400 N WESLEYAN BLVD | ROCKY MOUNT | NC | 27804 | N/A | PC | The Wesleyan Fund | $5,000 |
| PARKINSON ASSOCIATION OF THE CAROLINAS | |||||||
| 2101 SARDIS ROAD N BOX 15 | CHARLOTTE | NC | 28227 | N/A | PC | Pedaling for Parkinson's - bike exercise class | $5,000 |
| PEACEMAKERS OF ROCKY MOUNT INCORPORATED | |||||||
| 2221 W RALEIGH BLVD | ROCKY MOUNT | NC | 27803 | N/A | PC | Freedom School | $20,000 |
| ROC SOLID FOUNDATION INC | |||||||
| 5164 W MILITARY HWY | CHESAPEAKE | VA | 23321 | N/A | PC | Roc the Holiday | $3,000 |
| SAGAMORE INSTITUTE INC | |||||||
| PO BOX 301076 | INDIANAPOLIS | IN | 46230 | N/A | PC | Underserved Youth Study and Philanthropic Solutions in Nash and Edgecombe Counties | $18,344 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | Hurricane Sally Relief | $20,000 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | Relief to Victims of Hurricane Laura - Louisiana | $1,000 |
| TEACH FOR AMERICA INC | |||||||
| PO BOX 12331 | DURHAM | NC | 27709 | N/A | PC | Eastern North Carolina Region - Edgecombe County of Teach for America Inc. | $30,000 |
| THE RELATIVES INC | |||||||
| 6220 THERMAL RD | CHARLOTTE | NC | 28211 | N/A | PC | General - Breakfast Pledge (Circle of Champions) | $9,000 |
| THE RELATIVES INC | |||||||
| 6220 THERMAL RD | CHARLOTTE | NC | 28211 | N/A | PC | Guiding Youth in Crisis to Safety and Independence Program | $10,000 |
| THE SALVATION ARMY | |||||||
| PO BOX 1977 | ROCKY MOUNT | NC | 27802 | N/A | PC | General & Unrestricted | $5,000 |
| THOMPSON CHILD & FAMILY FOCUS | |||||||
| 6800 SAINT PETERS LN | MATTHEWS | NC | 28105 | N/A | PC | Friends of the Children - Charlotte | $16,000 |
| TOWN OF BLOWING ROCK | |||||||
| PO BOX 47 | BLOWING ROCK | NC | 28605 | N/A | GOV | BRAAC General Donation Fund | $500 |
| UNC HEALTH FOUNDATION INC | |||||||
| 123 W FRANKLIN ST STE 510 | CHAPEL HILL | NC | 27516 | N/A | PC | Start-up funding for UNC Sports Medicine Institute | $50,000 |
| UNC HEALTH FOUNDATION INC | |||||||
| 123 W FRANKLIN ST STE 510 | CHAPEL HILL | NC | 27516 | N/A | PC | Barnhill Fund for Advances in Cellular Immunotherapy | $200,000 |
| UNITED COMMUNITY MINISTRIES | |||||||
| PO BOX 2624 | ROCKY MOUNT | NC | 27802 | N/A | PC | COVID-19 rooming house | $1,350 |
| UNITED SERVICE ORGANIZATIONS INC | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | N/A | PC | General & Unrestricted | $1,000 |
| URBANPROMISE CHARLOTTE | |||||||
| PO BOX 12213 | CHARLOTTE | NC | 28220 | N/A | PC | StreetLeader Program and UrbanPromise Academy | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,780,501 | 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 | $734 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $390,259 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $295,354 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $6,896 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $693,243 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $693,243 | 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 | Robert E Barnhill Jr | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Tiffany BLVDSTE 200 POBOX 7948 | AddressLine1Txt |
| City | Rocky Mount | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,218,486 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (32 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | MICROSOFT CORP MSFT, 1670 sh. | $366,406 | 2020-12-17 |
| 1 | MICROSOFT CORP MSFT, 500 sh. | $109,703 | 2020-12-17 |
| 1 | AMAZON COM AMZN, 90 sh. | $291,803 | 2020-12-17 |
| 1 | UNITEDHEALTH GROUP INC UNH, 440 sh. | $149,580 | 2020-12-17 |
| 1 | VISA INC V, 1000 sh. | $210,315 | 2020-12-17 |
| 1 | VISA INC V, 360 sh. | $75,713 | 2020-12-17 |
| 1 | VISA INC V, 680 sh. | $143,014 | 2020-12-17 |
| 1 | TAIWAN SEMICONDUCTOR MFG CO LTD TSM, 1085 sh. | $113,475 | 2020-12-17 |
| 1 | TAIWAN SEMICONDUCTOR MFG CO LTD TSM, 1235 sh. | $129,162 | 2020-12-17 |
| 1 | TAIWAN SEMICONDUCTOR MFG CO LTD TSM, 870 sh. | $90,989 | 2020-12-17 |
| 1 | APPLE INC AAPL, 1960 sh. | $252,468 | 2020-12-17 |
| 1 | APPLE INC AAPL, 3080 sh. | $396,735 | 2020-12-17 |
| 1 | APPLE INC AAPL, 3920 sh. | $504,935 | 2020-12-17 |
| 1 | APPLE INC AAPL, 640 sh. | $82,438 | 2020-12-17 |
| 1 | AUTODESK, INC ADSK, 470 sh. | $138,683 | 2020-12-17 |
| 1 | AUTODESK, INC ADSK, 540 sh. | $159,338 | 2020-12-17 |
| 1 | CENTENE CORP CNC, 3280 sh. | $202,704 | 2020-12-17 |
| 1 | ROCKWELL AUTOMATION INC ROK, 260 sh. | $64,030 | 2020-12-17 |
| 1 | DASSAULT SYS SA SPN ADR DASTY, 1370 sh. | $267,828 | 2020-12-17 |
| 1 | BROADRIDGE FINANCIAL BR, 1350 sh. | $201,771 | 2020-12-17 |
| 1 | BROADRIDGE FINANCIAL BR, 420 sh. | $62,773 | 2020-12-17 |
| 1 | BLACKROCK INC BLK, 205 sh. | $144,419 | 2020-12-17 |
| 1 | ALIBABA GROUP HOLDING LTD BABA, 525 sh. | $137,826 | 2020-12-17 |
| 1 | PAYPAL HOLDINGS, INC PYPL, 190 sh. | $44,698 | 2020-12-17 |
| 1 | PAYPAL HOLDINGS, INC PYPL, 510 sh. | $119,978 | 2020-12-17 |
| 1 | ALPHABET INC CL A GOOGL, 70 sh. | $122,425 | 2020-12-17 |
| 1 | ALPHABET INC CL A GOOGL, 10 sh. | $17,489 | 2020-12-17 |
| 1 | ALPHABET INC CL C GOOG, 10 sh. | $17,552 | 2020-12-17 |
| 1 | ALPHABET INC CL C GOOG, 71 sh. | $124,621 | 2020-12-17 |
| 1 | YUM CHINA HOLDINGS INC YUMC, 500 sh. | $29,108 | 2020-12-17 |
| 1 | BROADCOM INC AVGO, 400 sh. | $170,912 | 2020-12-17 |
| 1 | BROADCOM INC AVGO, 645 sh. | $275,595 | 2020-12-17 |
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 | $216,380 | $247,580 |
| DFA EMERGING MARKETS PORTFOLIO | $672,982 | $869,756 |
| DFA EMERGING MARKETS SMALL CAP | $270,212 | $370,794 |
| DFA EMERGING MARKETS VALUE POR | $51,949 | $62,572 |
| DFA FIVE YEAR GLOBAL FIXED INC | $1,234,714 | $1,244,446 |
| DFA GLOBAL REAL ESTATE SECURIT | $197,610 | $237,320 |
| DFA INTERNATIONAL CORE EQUITY | $1,249,358 | $1,399,768 |
| DFA INTERNATIONAL REAL ESTATE | $7,828 | $12,756 |
| DFA INTERNATIONAL SMALL CO POR | $1,282,636 | $1,688,543 |
| DFA INTERNATIONAL VALUE PORTFO | $279,363 | $391,839 |
| DFA INVESTMENT GRADE PORTFOLIO | $915,312 | $958,382 |
| DFA INVT DIMENSIONS GROUP INCW | $953,312 | $943,564 |
| DFA LARGE CAP INTERNATIONAL PO | $1,495,773 | $1,901,817 |
| DFA REAL ESTATE SECURITIES POR | $138,325 | $201,803 |
| DFA U.S. LARGE CAP VALUE PORTF | $3,790,516 | $5,495,792 |
| DFA U.S. SMALL CAP VALUE PORTF | $1,755,240 | $3,101,096 |
| VANGUARD GROWTH INDEX INSTL CL | $1,136,411 | $3,651,408 |
| VANGUARD SHORT TERM INVESTMENT | $1,092,396 | $1,105,359 |
| VANGUARD SMALL CAP GROWTH INDE | $606,261 | $1,277,860 |
| VANGUARD TOTAL BOND MARKET IND | $2,855,864 | $2,931,604 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $78,606 | $78,606 | |
| Bank Charges | $299 | $299 | |
| Foundation Dues & Memberships | $2,260 | $2,260 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Revenue And Expenses Per Books | $6,896 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $30,150 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $90,037 | $90,037 | |
| PHILANTHROPIC CONSULTING SVCS | $58,424 | $58,424 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2021 | CategoryTxt |
| Amt | $58,100 | Amt |