BARNHILL FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BARNHILL FAMILY FOUNDATION (EIN 45-4917069)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-13
- IRS object ID
- 201911339349103111
- Schema version
- 2017v2.3
- 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 | 2019-05-13T15:39:26-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | 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 | 2017-07-01 | 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 | 2019-04-26 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.20.178.41 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520191335000895 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8776116A3220F8F92B6869340FF540F084420A8B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8776116A3220F8F92B6869340FF540F084420A8B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,126,388 | 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 | $3,154,418 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17,089 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,089 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $280,882 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $280,882 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $76,477 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,711,405 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,051,515 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,528,866 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,349,486 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $61,843 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $61,843 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $35,308 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $65,106 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $65,106 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $162,257 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,843 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $65,106 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $239,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $239,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $401,257 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,843 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $304,106 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,127,609 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,287,643 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,773,665 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,256,439 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,256,439 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,920,856 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,565,691 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,869,949 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $11,694,521 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,822,130 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,126,388 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $11,694,521 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,822,130 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,694,521 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,822,130 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,694,521 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,822,130 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,694,521 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,127,609 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,822,130 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,822,130 | 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 | $2,711,405 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,659,890 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,051,515 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,051,515 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,051,515 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $717,768 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,170,041 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064258 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $618,878 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,587,465 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058454 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $524,010 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,427,471 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045855 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $308,634 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,934,392 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.028226 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $15,172 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,230,124 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.002901 | DistributionYr5Rt |
| Total Distribution | 0.199694 | TotalDistributionRt |
| Average Distribution | 0.039939 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,587,055 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $622,531 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,876 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $635,407 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $304,106 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,753 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $25,753 | SubtotalAmt |
| Tax Based On Investment Income | $25,753 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,300 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $453 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $25,753 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
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 | $63,821 |
| Trust Company of the South | |||||
| 800 Greenvalley Rd 304 | GREENSBORO | NC | 27408 | Investment Mgmt | $61,843 |
| 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 | $14,249,119 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,575,302 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,824,421 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,824,421 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $237,366 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,587,055 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $779,353 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $779,353 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,753 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,753 | TotalTaxAmt |
| Distributable Before Adj | $753,600 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $753,600 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $753,600 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $304,106 | 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 | $304,106 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $304,106 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $753,600 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $161,963 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Qualifying Distributions | $304,106 | QualifyingDistributionsAmt |
| Applied To Year1 | $161,963 | AppliedToYear1Amt |
| Applied To Current Year | $142,143 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $611,457 | 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 |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GRANT APPS TO JENNIFER C TAYLOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 TIFFANY BLVD 200 POB 7948 | AddressLine1Txt |
| City | ROCKY MOUNT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | JTAYLOR@BARNHILLCONTRACTING.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE WWW.FSREQUESTS.COM/BARNHILL | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WWW.FSREQUESTS.COM/BARNHILL | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE WWW.FSREQUESTS.COM/BARNHILL | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 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 | General & Unrestricted | $1,000 |
| APPALACHIAN STATE UNIVERSITY FOUNDATION INC | |||||||
| ASU BOX 32014 | BOONE | NC | 28608 | N/A | PC | Blowing Rock Country Club Scholarship Fund | $1,000 |
| BOYS CLUB OF WAKE COUNTY INC | |||||||
| 701 N RALEIGH BLVD | RALEIGH | NC | 27610 | N/A | PC | Project Great Futures | $20,000 |
| BOYS CLUB OF WAKE COUNTY INC | |||||||
| 701 N RALEIGH BLVD | RALEIGH | NC | 27610 | N/A | PC | Charitable Event | $5,000 |
| BOYS CLUB OF WAKE COUNTY INC | |||||||
| 701 N RALEIGH BLVD | RALEIGH | NC | 27610 | N/A | PC | Be The One Campaign | $10,000 |
| CHRISTIAN FELLOWSHIP HOME OF NASH-EDGECOMBE COUNTI | |||||||
| 301 S GRACE ST | ROCKY MOUNT | NC | 27804 | N/A | PC | General & Unrestricted | $5,000 |
| HEBRON COLONY MINISTRIES INC | |||||||
| 356 OLD TPKE RD | BOONE | NC | 28607 | N/A | PC | Fishing Ministry Donation Program | $2,000 |
| JDRF INTERNATIONAL - TRIANGLE-EASTERN NC CHAPTER | |||||||
| 5510 SIX FORKS RD STE 107 | RALEIGH | NC | 27609 | N/A | PC | JDRF Triangle/Eastern NC Fund a Cure Program | $10,000 |
| MARBLES KIDS MUSEUM | |||||||
| 201 E HARGETT ST | RALEIGH | NC | 27601 | N/A | PC | Family Memberships Fund for Access to Achieve Program Participants | $19,000 |
| MEDICAL FOUNDATION OF NORTH CAROLINA INC | |||||||
| 880 MARTIN LUTHER KING JR BLVD | CHAPEL HILL | NC | 27514 | N/A | PC | Advances in Cellular Immunotherapy Fund | $60,000 |
| NCF CAROLINAS INC | |||||||
| 1 BILLY GRAHAM PKWY | CHARLOTTE | NC | 28201 | N/A | PC | General & Unrestricted | $20,000 |
| PRESBYTERIAN HOSPITAL FOUNDATION | |||||||
| 200 HAWTHORNE LN | CHARLOTTE | NC | 28204 | N/A | PC | Physicians Impact Fund | $20,000 |
| SALVATION ARMY - NATIONAL CAPITAL AND VIRGINIA DIV | |||||||
| 2626 PENNSYLVANIA AVE NW | Washington | DC | 20037 | N/A | PC | It Takes an Army Campaign | $5,000 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | Hurricane Harvey Relief Fund | $20,000 |
| ST JOHN RESCUE INC | |||||||
| PO BOX 1225 | ST JOHN | VI | 00831 | N/A | PC | Hurricane Irma Relief Fund | $10,000 |
| STEP UP MINISTRY | |||||||
| 1701 OBERLIN RD | RALEIGH | NC | 27608 | N/A | PC | Step-Up Children and Young Adult Program | $5,000 |
| TEACH FOR AMERICA INC - CHARLOTTE | |||||||
| 5855 EXECUTIVE CENTER DR STE 200 | CHARLOTTE | NC | 28212 | N/A | PC | General & Unrestricted | $5,000 |
| THE SALVATION ARMY | |||||||
| PO BOX 1977 | ROCKY MOUNT | NC | 27802 | N/A | PC | Hurricane Irma Relief Fund | $20,000 |
| THE YOUNG MENS CHRISTIAN ASSOCIATION OF THE TRIANG | |||||||
| 801 CORPORATE CTR DR STE 200 | RALEIGH | NC | 27607 | N/A | PC | We Build People Mentoring Program | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $239,000 | 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 | $17,089 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $280,882 | 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 | $76,477 | 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 | $374,448 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $374,448 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Barnhill Jr Robert E | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Tiffany Blvd 200 PO Box 7948 | AddressLine1Txt |
| City | Rocky Mount | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,154,418 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (20 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ACCENTURE PLC ACN, 110 sh. | $16,708 | 2017-12-19 |
| 1 | ADIENT PLC ADNT, 146 sh. | $11,806 | 2017-12-19 |
| 1 | SONOCO PRODUCTS COMPANY SON, 1750 sh. | $94,483 | 2017-12-19 |
| 1 | SPDR S&P 500 ETF TRUST SPY, 183 sh. | $49,009 | 2017-12-19 |
| 1 | TAIWAN SEMICONDUCTOR MFG CO LTD TSM, 420 sh. | $16,491 | 2017-12-19 |
| 1 | CHARLES SCHWAB CORP SCHW, 550 sh. | $28,573 | 2017-12-19 |
| 1 | VISA INC V, 230 sh. | $25,916 | 2017-12-19 |
| 1 | WD-40 COMPANY WDFC, 160 sh. | $18,848 | 2017-12-19 |
| 1 | VANGUARD MID-CAP GROWTH ETF VOT, 580 sh. | $74,431 | 2017-12-19 |
| 1 | VANGUARD SMALL-CAP GROWTH ETF VBK, 479 sh. | $77,179 | 2017-12-19 |
| 1 | VANGUARD SMALL-CAP VALUE ETF VBR, 1159 sh. | $154,854 | 2017-12-19 |
| 1 | VANGUARD SM-CAP ETF VB, 520 sh. | $77,142 | 2017-12-19 |
| 1 | VANGUARD VALUE ETF VTV, 5236 sh. | $560,592 | 2017-12-19 |
| 1 | VERISK ANALYTICS, INC VRSK, 320 sh. | $30,755 | 2017-12-19 |
| 1 | THOR INDS INC THO, 320 sh. | $49,582 | 2017-12-19 |
| 1 | TRUSTCO BK CORP NY TRST, 6515 sh. | $60,427 | 2017-12-19 |
| 1 | UNILEVER PLC AMER UL, 840 sh. | $47,074 | 2017-12-19 |
| 1 | UNITED PARCEL SERVICE UPS, 275 sh. | $32,731 | 2017-12-19 |
| 1 | VANGUARD GROWTH ETF VUG, 8232 sh. | $1,170,343 | 2017-12-19 |
| 1 | VANGUARD MID-CAP ETF VO, 3587 sh. | $557,474 | 2017-12-19 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA EMERGING MARKETS SMALL CAP | $245,086 | $255,093 |
| DFA EMERGING MARKETS VALUE POR | $554,929 | $583,558 |
| DFA INTERNATIONAL REAL ESTATE | $62,717 | $61,318 |
| DFA INTERNATIONAL SMALL CO POR | $400,391 | $462,857 |
| DFA INTERNATIONAL VALUE PORTFO | $1,509,875 | $1,603,276 |
| DFA INVESTMENT GRADE PORTFOLIO | $520,916 | $508,666 |
| DFA INVT DIMENSIONS GROUP INCW | $304,794 | $319,845 |
| DFA LARGE CAP INTERNATIONAL PO | $877,892 | $955,401 |
| DFA REAL ESTATE SECURITIES POR | $163,287 | $187,441 |
| DFA U.S. LARGE CAP VALUE PORTF | $2,526,843 | $3,188,731 |
| DFA U.S. SMALL CAP VALUE PORTF | $1,173,525 | $1,353,234 |
| VANGUARD GROWTH ETF | $519,489 | $547,406 |
| VANGUARD GROWTH INDEX INSTL CL | $1,057,299 | $2,025,460 |
| VANGUARD SHORT TERM INVESTMENT | $593,399 | $577,664 |
| VANGUARD SMALL CAP GROWTH INDE | $611,018 | $806,109 |
| VANGUARD TOTAL BOND MARKET IND | $1,601,313 | $1,564,538 |
| VANGUARD TOTAL INTERNATIONAL B | $842,918 | $869,352 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $63,821 | $63,821 |
| Foundation Dues & Memberships | $1,260 | $1,260 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $61,843 | Amt |
| Net Investment Income | $61,843 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2018 | $25,300 |
| 990-PF Extension for 2017 | $10,008 |