BARNHILL FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BARNHILL FAMILY FOUNDATION (EIN 45-4917069)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-05-28
- IRS object ID
- 202031499349100408
- Schema version
- 2018v3.3
- 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 | 2020-05-28T11:45:42-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 | 2020-05-20 | 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 | 2018 | 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 | $18,922,371 | 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 | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $23,819 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23,819 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $366,300 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $366,300 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $286,976 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $286,976 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $286,976 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,677,095 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $677,095 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $118,114 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $69,720 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $48,394 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,153 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,111 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,111 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $70,615 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $70,615 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $201,993 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $69,720 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $120,120 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $681,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $681,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $883,193 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $69,720 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $801,320 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,793,902 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $607,375 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,256,439 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,550,341 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,550,341 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $13,565,691 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,065,691 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,372,030 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $14,822,130 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,616,032 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,922,371 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $14,822,130 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,616,032 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,822,130 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,616,032 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,822,130 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,616,032 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,822,130 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,793,902 | ExcessRevenueOverExpensesAmt |
| Subtotal | $16,616,032 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $16,616,032 | 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 | $286,976 | GrossSalesPriceAmt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Gain Or Loss | $286,976 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $286,976 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $286,976 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $304,106 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,587,055 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.01951 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $717,768 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,170,041 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064258 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $618,878 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,587,465 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058454 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $524,010 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,427,471 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045855 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $308,634 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,934,392 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.028226 | DistributionYr5Rt |
| Total Distribution | 0.216303 | TotalDistributionRt |
| Average Distribution | 0.043261 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,371,782 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $751,521 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,074 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $757,595 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $801,320 | 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 | $6,074 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,074 | SubtotalAmt |
| Tax Based On Investment Income | $6,074 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,700 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $751 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $12,451 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $6,377 | OverpaymentAmt |
| Applied To ES Tax | $6,377 | 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 | VP / DIR | 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 |
|---|---|---|---|---|---|
| Foundation Source | |||||
| 55 Walls Drive 3rd Floor | Fairfield | CT | 06824 | Administrative | $70,590 |
| Trust Company of the South | |||||
| 800 Greenvalley RD 304 | GREENSBORO | NC | 27408 | Investment Mgmt | $69,720 |
| 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 | $16,290,797 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,345,530 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,636,327 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,636,327 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $264,545 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,371,782 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $868,589 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $868,589 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,074 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,074 | TotalTaxAmt |
| Distributable Before Adj | $862,515 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $862,515 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $862,515 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $801,320 | 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 | $801,320 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,074 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $795,246 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $862,515 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $611,457 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Qualifying Distributions | $801,320 | QualifyingDistributionsAmt |
| Applied To Year1 | $611,457 | AppliedToYear1Amt |
| Applied To Current Year | $189,863 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $672,652 | 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 (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTION PATHWAYS INC | |||||||
| PO BOX 2009 | FAYETTEVILLE | NC | 28302 | N/A | PC | Second Harvest Food Bank - Hurricane Florence Relief Initiative | $10,000 |
| ALEXANDER YOUTH NETWORK | |||||||
| 6220 THERMAL RD | CHARLOTTE | NC | 28211 | N/A | PC | General Operating Support for Psychiatric Residential Treatment Facility | $3,000 |
| BEDS FOR KIDS INC | |||||||
| 1800 CAMDEN RD STE 107 17 | CHARLOTTE | NC | 28203 | N/A | PC | General & Unrestricted | $3,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 3231 ATLANTIC AVE | RALEIGH | NC | 27604 | N/A | PC | Charitable Event | $5,000 |
| BOYS & GIRLS CLUBS OF THE COASTAL PLAIN INC | |||||||
| 621 W FIRE TOWER RD | WINTERVILLE | NC | 28590 | N/A | PC | Formula for Impact Project | $50,000 |
| BOYS & GIRLS CLUBS OF THE TAR RIVER REGION INC | |||||||
| PO BOX 1622 | ROCKY MOUNT | NC | 27802 | N/A | PC | Game Changer Scholarships Fund | $30,000 |
| BOYS CLUB OF WAKE COUNTY INC | |||||||
| 701 N RALEIGH BLVD | RALEIGH | NC | 27610 | N/A | PC | General & Unrestricted | $25,000 |
| BOYS CLUB OF WAKE COUNTY INC | |||||||
| 701 N RALEIGH BLVD | RALEIGH | NC | 27610 | N/A | PC | Charitable Event | $5,000 |
| BRIGHTFOCUS FOUNDATION | |||||||
| 22512 GATEWAY CENTER DR | CLARKSBURG | MD | 20871 | N/A | PC | Alzheimer's Disease Research | $1,000 |
| BROOKSTONE SCHOOLS OF MECKLENBURG COUNTY | |||||||
| 2414 LESTER ST | CHARLOTTE | NC | 28208 | N/A | PC | General & Unrestricted | $3,000 |
| CARTERET COUNTY PUBLIC SCHOOL FOUNDATION | |||||||
| 107 SAFRIT DR | BEAUFORT | NC | 28516 | N/A | PC | Hurricane Florence Flood Relief Initiative | $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 | $1,500 |
| CHILDRESS INSTITUTE FOR PEDIATRIC TRAUMA | |||||||
| MEDICAL CENTER BLVD | WINSTON SALEM | NC | 27157 | N/A | PC | Stop the Bleed Program in Nash/Edgecombe Counties | $25,000 |
| 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 | $2,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90600 | DURHAM | NC | 27708 | N/A | PC | Barnhill Family Foundation Research Award Program | $80,000 |
| EIGHT DAYS OF HOPE INC | |||||||
| PO BOX 3208 | TUPELO | MS | 38803 | N/A | PC | Hurricane Florence Relief Initiative | $5,000 |
| FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA INC | |||||||
| 1924 CAPITAL BLVD | RALEIGH | NC | 27604 | N/A | PC | 2018 Hurricane Florence Relief Initiative | $10,000 |
| FREEDOM SCHOOL PARTNERS INC | |||||||
| PO BOX 37363 | CHARLOTTE | NC | 28237 | N/A | PC | 2018 Freedom Schools Literacy Program | $5,000 |
| 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 | $49,700 |
| HILL CENTER INC | |||||||
| 3200 PICKETT RD | DURHAM | NC | 27705 | N/A | PC | launch of your programs in Nash-Rocky Mount Public Schools | $1,000 |
| 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 | Charitable Event | $10,000 |
| MEDICAL FOUNDATION OF NORTH CAROLINA INC | |||||||
| 123 W FRANKLIN ST STE 510 | CHAPEL HILL | NC | 27516 | N/A | PC | General & Unrestricted | $3,000 |
| MEDICAL FOUNDATION OF NORTH CAROLINA INC | |||||||
| 123 W FRANKLIN ST STE 510 | CHAPEL HILL | NC | 27516 | N/A | PC | Barnhill Fund for Advances in Cellular Immunotherapy | $100,000 |
| MENS SHELTER OF CHARLOTTE INC | |||||||
| PO BOX 36471 | CHARLOTTE | NC | 28236 | N/A | PC | General & Unrestricted | $3,000 |
| MICHAELS ANGELS GIRLS CLUB | |||||||
| PO BOX 1475 | TARBORO | NC | 27886 | N/A | PC | General & Unrestricted | $10,000 |
| NORTH CAROLINA BAPTIST MEN | |||||||
| PO BOX 1107 | CARY | NC | 27512 | N/A | PC | 2018 Hurricane Florence Relief Initiative | $10,000 |
| NORTH CAROLINA COMMUNITY FOUNDATION INC | |||||||
| 3737 GLENWOOD AVE STE 460 | RALEIGH | NC | 27612 | N/A | PC | NCCF Disaster Relief Fund | $10,000 |
| NORTH CAROLINA WESLEYAN COLLEGE | |||||||
| 3400 N WESLEYAN BLVD | ROCKY MOUNT | NC | 27804 | N/A | PC | Shelton Challenge at NC Wesleyan | $3,000 |
| PRESBYTERIAN HOSPITAL FOUNDATION | |||||||
| 200 HAWTHORNE LN | CHARLOTTE | NC | 28204 | N/A | PC | Physicians Impact Fund | $20,000 |
| PUBLIC SCHOOL FORUM OF NORTH CAROLINA INC | |||||||
| 3725 NATIONAL DR STE 101 | RALEIGH | NC | 27612 | N/A | PC | Rural Opportunity Institute - Biofeedback Pilot and general operating budget | $50,000 |
| RONALD MCDONALD HOUSE OF CHARLOTTE INC | |||||||
| 1613 E MOREHEAD ST | CHARLOTTE | NC | 28207 | N/A | PC | General & Unrestricted | $3,000 |
| SALVATION ARMY - NATIONAL CAPITAL AND VIRGINIA DIV | |||||||
| 2626 PENNSYLVANIA AVE NW | Washington | DC | 20037 | N/A | PC | It Takes an Army Campaign | $5,000 |
| STEP UP MINISTRY | |||||||
| 1701 OBERLIN RD | RALEIGH | NC | 27608 | N/A | PC | General & Unrestricted | $1,000 |
| TEACH FOR AMERICA INC | |||||||
| PO BOX 12331 | DURHAM | NC | 27709 | N/A | PC | Ending Educational Inequity in Eastern North Carolina Program | $30,000 |
| TEACH FOR AMERICA INC | |||||||
| PO BOX 12331 | DURHAM | NC | 27709 | N/A | PC | Ending Educational Inequity in Eastern North Carolina - Designated to Edgecombe County | $25,000 |
| THE RELATIVES INC | |||||||
| 6220 THERMAL RD | CHARLOTTE | NC | 28211 | N/A | PC | Guiding Youth in Crisis to Safety and Independence | $5,000 |
| THE SALVATION ARMY | |||||||
| 1424 NE EXPY NE | BROOKHAVEN | GA | 30329 | N/A | PC | 2018 Hurricane Florence Relief Initiative | $10,000 |
| THE YOUNG MENS CHRISTIAN ASSOCIATION OF THE TRIANG | |||||||
| 801 CORPORATE CTR DR STE 200 | RALEIGH | NC | 27607 | N/A | PC | We Build People | $2,000 |
| UNITED COMMUNITY MINISTRIES | |||||||
| PO BOX 2624 | ROCKY MOUNT | NC | 27802 | N/A | PC | House the Children Program | $45,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $681,200 | 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 | $23,819 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $366,300 | 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 | $286,976 | 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 | $677,095 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $677,095 | 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 | $2,000,000 | 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 SMALL CAP | $294,659 | $294,299 |
| DFA EMERGING MARKETS VALUE POR | $591,064 | $619,280 |
| DFA INTERNATIONAL REAL ESTATE | $85,169 | $87,973 |
| DFA INTERNATIONAL SMALL CO POR | $466,124 | $471,635 |
| DFA INTERNATIONAL VALUE PORTFO | $1,716,902 | $1,656,127 |
| DFA INVESTMENT GRADE PORTFOLIO | $584,897 | $608,677 |
| DFA INVT DIMENSIONS GROUP INCW | $346,261 | $369,458 |
| DFA LARGE CAP INTERNATIONAL PO | $931,826 | $991,213 |
| DFA REAL ESTATE SECURITIES POR | $163,287 | $206,019 |
| DFA U.S. LARGE CAP VALUE PORTF | $2,720,361 | $3,271,013 |
| DFA U.S. SMALL CAP VALUE PORTF | $1,250,268 | $1,206,220 |
| VANGUARD GROWTH ETF | $519,489 | $597,027 |
| VANGUARD GROWTH INDEX INSTL CL | $1,386,553 | $2,623,502 |
| VANGUARD SHORT TERM INVESTMENT | $667,487 | $667,257 |
| VANGUARD SMALL CAP GROWTH INDE | $611,018 | $854,476 |
| VANGUARD TOTAL BOND MARKET IND | $1,794,344 | $1,840,285 |
| VANGUARD TOTAL INTERNATIONAL B | $935,982 | $1,007,569 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $70,590 | $70,590 |
| 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 | $69,720 | $69,720 | |
| PHILANTHROPIC CONSULTING SVCS | $48,394 | $48,394 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2019 | $11,700 |
| 990-PF Extension for 2018 | $453 |