BARNHILL FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: BARNHILL FAMILY FOUNDATION (EIN 45-4917069)
Tax period: 2019-07-01 to 2020-06-30
Filed: 2021-05-10
IRS object ID: 202101309349101525
Schema version: 2019v5.1
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 Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-05-10T11:55:29-05:00	ReturnTs
Tax Period End	2020-06-30	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	2019-07-01	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	2021-05-04	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Jeffrey D Haskell	PreparerPersonNm
PTIN	P01345770	PTIN
Phone	8008391754	PhoneNum

Field	Value	IRS element (for citing)
Tax	2019	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	$19,056,494	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	$1,000,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$24,578	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$24,578	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$372,241	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$372,241	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$400,774	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$3,757,656	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$587,175	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$1,797,593	TotalRevAndExpnssAmt
Total Net Invst Incm	$983,994	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss	$111,950	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$75,904	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$36,046	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$19,451	TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss	$3,713	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl	$3,713	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$76,537	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$76,537	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$211,651	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$75,904	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$116,296	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$812,771	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$812,771	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,024,422	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$75,904	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$929,067	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$773,171	ExcessRevenueOverExpensesAmt
Net Investment Income	$908,090	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$1,550,341	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,035,693	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,035,693	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$15,065,691	CorporateStockBOYAmt
Corporate Stock EOY	$16,353,510	CorporateStockEOYAmt
Corporate Stock EOYFMV	$18,020,801	CorporateStockEOYFMVAmt
Total Assets BOY	$16,616,032	TotalAssetsBOYAmt
Total Assets EOY	$17,389,203	TotalAssetsEOYAmt
Total Assets EOYFMV	$19,056,494	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$16,616,032	RetainedEarningBOYAmt
Retained Earning EOY	$17,389,203	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$16,616,032	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$17,389,203	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$16,616,032	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$17,389,203	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$16,616,032	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$773,171	ExcessRevenueOverExpensesAmt
Subtotal	$17,389,203	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$17,389,203	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	$3,757,656	GrossSalesPriceAmt
Cost Or Other Basis	$3,170,481	CostOrOtherBasisAmt
Gain Or Loss	$587,175	GainOrLossAmt
Gains Minus Excess Or Losses	$587,175	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$587,175	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$795,246	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$17,371,782	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.045778	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$304,106	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$15,587,055	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.01951	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$717,768	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$11,170,041	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.064258	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$618,878	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$10,587,465	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.058454	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$524,010	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$11,427,471	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.045855	DistributionYr5Rt
Total Distribution	0.233855	TotalDistributionRt
Average Distribution	0.046771	AverageDistributionRt
Net Vl Noncharitable Assets	$18,837,827	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$881,064	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$9,081	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$890,145	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$929,067	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$9,081	InvestmentIncomeExciseTaxAmt
Subtotal	$9,081	SubtotalAmt
Tax Based On Investment Income	$9,081	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$25,077	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$25,077	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Overpayment	$15,996	OverpaymentAmt
Applied To ES Tax	$9,100	AppliedToESTaxAmt
Refund	$6,896	RefundAmt

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 (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
TRUST COMPANY OF THE SOUTH
800 GREENVALLEY RD 304	GREENSBORO	NC	27408	Investment Mgmt	$75,904
Foundation Source
55 Walls Drive 3rd floor	Fairfield	CT	06824	Administrative	$75,148

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	$17,473,184	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,651,513	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$19,124,697	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$19,124,697	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$286,870	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$18,837,827	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$941,891	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$941,891	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$9,081	TaxBasedOnInvestmentIncomeAmt
Total Tax	$9,081	TotalTaxAmt
Distributable Before Adj	$932,810	DistributableBeforeAdjAmt
Distributable Before Ded	$932,810	DistributableBeforeDedAmt
Distributable As Adjusted	$932,810	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$929,067	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	$929,067	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$9,081	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$919,986	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$932,810	DistributableAsAdjustedAmt
Undistributed Income PY	$672,652	UndistributedIncomePYAmt
Prior Year1	2017	PriorYear1Yr
Prior Year2	2016	PriorYear2Yr
Prior Year3	2015	PriorYear3Yr
Qualifying Distributions	$929,067	QualifyingDistributionsAmt
Applied To Year1	$672,652	AppliedToYear1Amt
Applied To Current Year	$256,415	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Total Corpus	$0	TotalCorpusAmt
Undistributed Income CY	$676,395	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$0	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 (46 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ALEXANDER YOUTH NETWORK
6220 THERMAL RD	CHARLOTTE	NC	28211	N/A	PC	Therapeutic Foster Care Critical Needs fund	$5,000
BARTON COLLEGE
PO BOX 5000	WILSON	NC	27893	N/A	PC	Edgecombe Early College Scholar Teacher fund	$10,000
BLOWING ROCK ART & HISTORY MUSEUM INC
PO BOX 828	BLOWING ROCK	NC	28605	N/A	PC	Education fund	$5,000
BLUE RIDGE CONSERVANCY
PO BOX 568	BOONE	NC	28607	N/A	PC	General & Unrestricted	$1,000
BOYS & GIRLS CLUBS OF THE COASTAL PLAIN INC
621 W FIRE TOWER RD	WINTERVILLE	NC	28590	N/A	PC	Formula for Impact fund	$30,000
BOYS & GIRLS CLUBS OF THE TAR RIVER REGION INC
PO BOX 1622	ROCKY MOUNT	NC	27802	N/A	PC	scholarship fund	$15,000
BOYS & GIRLS CLUBS OF THE TAR RIVER REGION INC
PO BOX 1622	ROCKY MOUNT	NC	27802	N/A	PC	Steak and Burger fund	$1,000
BOYS & GIRLS CLUBS OF THE TAR RIVER REGION INC
PO BOX 1622	ROCKY MOUNT	NC	27802	N/A	PC	Tarboro Food Relief fund	$16,000
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 fund	$1,000
CALVARY EPISCOPAL CHURCH
PO BOX 1245	TARBORO	NC	27886	N/A	PC	Backpack Buddies program	$1,871
CENTER FOR SCIENCE TECHNOLOGY AND LEADERSHIP DEVEL
PO BOX 8623	GREENVILLE	NC	27835	N/A	PC	work for Michael's Angels, Bethel Afterschool Scholars, Conetoe Family Life Center, and/or Cornerstone Medical Academy	$2,000
CENTER FOR SCIENCE TECHNOLOGY AND LEADERSHIP DEVEL
PO BOX 8623	GREENVILLE	NC	27835	N/A	PC	work for Michael's Angels, Bethel Afterschool Scholars, Conetoe Family Life Center, and/or Cornerstone Medical Academy	$16,500
CHRISTIAN FELLOWSHIP HOME OF NASH-EDGECOMBE COUNTI
301 S GRACE ST	ROCKY MOUNT	NC	27804	N/A	PC	General & Unrestricted	$5,000
COMMUNITIES IN SCHOOLS OF CHARLOTTE MECKLENBURG IN
601 E 5TH ST STE 300	CHARLOTTE	NC	28202	N/A	PC	General & Unrestricted	$5,000
EAST CAROLINA UNIVERSITY
G120 OLD CAFETERIA COMPLEX E 5TH ST	GREENVILLE	NC	27858	N/A	GOV	Edgecombe Early College Scholar Teacher scholarship fund	$10,000
EASTERN NORTH CAROLINA INTERN PROGRAM INC
800 N MAIN ST	TARBORO	NC	27886	N/A	PC	ENCIP Internships Serving Area Youth	$3,200
EDGECOMBE COMMUNITY COLLEGE FOUNDATION INC
2009 W WILSON ST	TARBORO	NC	27886	N/A	PC	Holiday Campaign: Platinum Sponsorship fund	$3,000
FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA INC
1924 CAPITAL BLVD	RALEIGH	NC	27604	N/A	PC	General & Unrestricted	$30,000
FREEDOM SCHOOL PARTNERS INC
PO BOX 37363	CHARLOTTE	NC	28237	N/A	PC	Freedom Schools-Mecklenburg County for Summer 2020	$5,000
HEALTH EDUCATION FOUNDATION OF EASTERN NORTH CAROL
PO BOX 7368	ROCKY MOUNT	NC	27804	N/A	PC	Rural Opportunity Institute - General fund	$1,000
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	$57,800
JDRF INTERNATIONAL - GREATER WESTERN CAROLINAS CHA
205 REGENCY EXECUTIVE PARK DR STE 1	CHARLOTTE	NC	28217	N/A	PC	General & Unrestricted	$15,000
MARBLES KIDS MUSEUM
201 E HARGETT ST	RALEIGH	NC	27601	N/A	PC	General & Unrestricted	$20,000
MEALS ON WHEELS OF TARBORO INC
PO BOX 1694	TARBORO	NC	27886	N/A	PC	meals fund during COVID-19	$2,250
MENS SHELTER OF CHARLOTTE INC
PO BOX 36471	CHARLOTTE	NC	28236	N/A	PC	General & Unrestricted	$5,000
MICHAELS ANGELS GIRLS CLUB
214 N MAIN ST	TARBORO	NC	27886	N/A	PC	Building Capacity/Sustainability through Co-Curricular Education and Improved/Expanded Facilities fund	$25,000
NCF CAROLINAS INC
1 BILLY GRAHAM PKWY	CHARLOTTE	NC	28201	N/A	PC	General & Unrestricted	$20,000
NEIGHBOR TO NEIGHBOR MINISTRIES
1200 S BLOUNT ST	RALEIGH	NC	27601	N/A	PC	Mentoring Program Support and Advancement	$5,000
PEACEMAKERS OF ROCKY MOUNT INCORPORATED
2221 W RALEIGH BLVD	ROCKY MOUNT	NC	27803	N/A	PC	Freedom School program	$20,000
PITT COMMUNITY COLLEGE FOUNDATION INC
PO BOX 7007	GREENVILLE	NC	27835	N/A	PC	VISIONS Campaign	$25,000
PRESBYTERIAN HOSPITAL FOUNDATION
200 HAWTHORNE LN	CHARLOTTE	NC	28204	N/A	PC	Physician's Impact Fund	$20,000
PRESBYTERIAN HOSPITAL FOUNDATION
200 HAWTHORNE LN	CHARLOTTE	NC	28204	N/A	PC	COVID Relief Fund	$10,000
SALVATION ARMY - NATIONAL CAPITAL AND VIRGINIA DIV
2626 PENNSYLVANIA AVE NW	Washington	DC	20037	N/A	PC	It Takes an Army Initiative	$5,000
ST JUDE CHILDRENS RESEARCH HOSPITAL INC
501 ST JUDES PL	MEMPHIS	TN	38105	N/A	PC	General & Unrestricted	$5,000
STEP UP MINISTRY
1701 OBERLIN RD	RALEIGH	NC	27608	N/A	PC	StepUp Children and Young Adult Program	$10,000
TARBORO COMMUNITY OUTREACH INC
701 CEDAR LN	TARBORO	NC	27886	N/A	PC	General & Unrestricted	$5,000
TEACH FOR AMERICA INC
PO BOX 12331	DURHAM	NC	27709	N/A	PC	TFA Eastern NC- Edgecombe County	$30,000
TEACH FOR AMERICA INC
PO BOX 12331	DURHAM	NC	27709	N/A	PC	TFA Eastern NC- Edgecombe County fund	$1,000
TEACH FOR AMERICA INC
PO BOX 12331	DURHAM	NC	27709	N/A	PC	ECPS Residency fund	$30,150
THE RELATIVES INC
6220 THERMAL RD	CHARLOTTE	NC	28211	N/A	PC	Guiding Youth in Crisis to Safety and Independence program	$10,000
THE WESTERN YOUTH NETWORK INC
155 WYN WAY	BOONE	NC	28607	N/A	PC	Watauga High School's Advocacy and Success Program	$10,000
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
UNC HEALTH FOUNDATION INC
123 W FRANKLIN ST STE 510	CHAPEL HILL	NC	27516	N/A	PC	COVID-19 Response Fund	$20,000
UNITED COMMUNITY MINISTRIES
PO BOX 2624	ROCKY MOUNT	NC	27802	N/A	PC	United Community Ministries Community Shelter fund	$10,000
VIRGINIA EPISCOPAL SCHOOL
400 VIRGINIA EPISCOPAL SCHOOL RD	LYNCHBURG	VA	24503	N/A	PC	Capital Improvements - Building Fund - In honor of Christopher B. Smith, Sr., VES Class of 1982	$50,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$812,771	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	$24,578	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$372,241	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	$400,774	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	$797,593	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$797,593	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 BLVDSTE 200 POBOX 7948	AddressLine1Txt
City	Rocky Mount	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27804	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$1,000,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
DFA EMERGING MARKETS PORTFOLIO	$694,541	$636,160
DFA EMERGING MARKETS SMALL CAP	$320,688	$285,823
DFA EMERGING MARKETS VALUE POR	$53,876	$45,179
DFA FIVE YEAR GLOBAL FIXED INC	$730,209	$734,951
DFA INTERNATIONAL REAL ESTATE	$110,092	$86,403
DFA INTERNATIONAL SMALL CO POR	$1,399,253	$1,296,946
DFA INTERNATIONAL VALUE PORTFO	$1,004,901	$803,332
DFA INVESTMENT GRADE PORTFOLIO	$542,923	$606,746
DFA INVT DIMENSIONS GROUP INCW	$564,787	$591,025
DFA LARGE CAP INTERNATIONAL PO	$1,529,203	$1,480,182
DFA REAL ESTATE SECURITIES POR	$151,697	$173,812
DFA U.S. LARGE CAP VALUE PORTF	$3,129,437	$3,254,081
DFA U.S. SMALL CAP VALUE PORTF	$1,993,140	$1,969,024
VANGUARD GROWTH INDEX INSTL CL	$1,149,839	$2,610,041
VANGUARD SHORT TERM INVESTMENT	$660,653	$674,734
VANGUARD SMALL CAP GROWTH INDE	$632,477	$935,086
VANGUARD TOTAL BOND MARKET IND	$1,685,794	$1,837,276

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees	$75,148	$75,148
Postage/Delivery Service	$31	$31
State or Local Filing Fees	$25	$25
OFFICE SUPPLIES	$1,333	$1,333

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Management Services	$75,904	$75,904
PHILANTHROPIC CONSULTING SVCS	$36,046		$36,046

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt
990-PF Estimated Tax for 2020	$18,700
990-PF Extension for 2019	$751