BARNHILL FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BARNHILL FAMILY FOUNDATION (EIN 45-4917069)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-02-02
- IRS object ID
- 201810339349100701
- Schema version
- 2016v3.1
- 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 | 2018-02-02T11:36:28-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 | 2016-07-01 | 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 | presidnet | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2018-01-11 | 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 | 108.14.9.153 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520180335000004 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-02-02 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9D59D74B225D538E4555D08F8D8ED29667824494 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 259C731B7C7CCB55DA46458F0098BC0D5A2501CB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,331,587 | 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 | $2,054,326 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $952 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $952 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $214,139 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $214,139 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $406,625 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,549,676 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,679,404 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,676,042 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,894,495 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $58,137 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $44,637 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,645 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $55,016 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $55,016 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $118,798 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,656 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $68,516 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $667,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $667,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $786,548 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,656 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $736,266 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,889,494 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,849,839 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $147,149 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,773,665 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,773,665 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,657,878 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,920,856 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,557,922 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,805,027 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,694,521 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,331,587 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $9,805,027 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,694,521 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,805,027 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,694,521 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,805,027 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,694,521 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,805,027 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,889,494 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,694,521 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,694,521 | 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 | $4,549,676 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,870,272 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,679,404 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,679,404 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,679,404 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $618,878 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,587,465 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058454 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $524,010 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,427,471 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045855 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $308,634 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,934,392 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.028226 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,172 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,230,124 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.002901 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.135436 | TotalDistributionRt |
| Average Distribution | 0.027087 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,170,041 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $302,563 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,498 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $321,061 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $736,266 | 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 | $18,498 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $18,498 | SubtotalAmt |
| Tax Based On Investment Income | $18,498 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,490 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $10,008 | AppliedToEsTaxAmt |
| Total Payments And Credits | $18,498 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 3rd floor | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $54,966 | CompensationAmt |
| 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 | $11,051,899 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $288,244 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,340,143 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,340,143 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $170,102 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,170,041 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $558,502 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $558,502 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,498 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,498 | TotalTaxAmt |
| Distributable Before Adj | $540,004 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $540,004 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $540,004 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $736,266 | 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 | $736,266 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $18,498 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $717,768 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $540,004 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $358,225 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Qualifying Distributions | $736,266 | QualifyingDistributionsAmt |
| Applied To Year1 | $358,225 | AppliedToYear1Amt |
| Applied To Current Year | $378,041 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $161,963 | 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 | Robert Barnhill III | ContributingManagerNm |
| Contributing Manager | Robert E Barnhill Jr | ContributingManagerNm |
| Contributing Manager | ROB EDWARDS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | 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 (33 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 | $5,000 |
| APPALACHIAN STATE UNIVERSITY FOUNDATION INC | |||||||
| ASU BOX 32014 | BOONE | NC | 28608 | N/A | PC | Blowing Rock Country Club Scholarship Fund | $1,000 |
| BOYS & GIRLS CLUBS OF THE TAR RIVER REGION INC | |||||||
| PO BOX 1622 | ROCKY MOUNT | NC | 27802 | N/A | PC | Underprivileged youth Scholarship Fund | $25,000 |
| BOYS CLUB OF WAKE COUNTY INC | |||||||
| 701 N RALEIGH BLVD | RALEIGH | NC | 27610 | N/A | PC | College & Career Preparedness Program | $35,000 |
| 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 | Charitable Event | $250 |
| BOYS CLUB OF WAKE COUNTY INC | |||||||
| 701 N RALEIGH BLVD | RALEIGH | NC | 27610 | N/A | PC | Be The One Campaign | $10,000 |
| BOYS CLUB OF WAKE COUNTY INC | |||||||
| 701 N RALEIGH BLVD | RALEIGH | NC | 27610 | N/A | PC | Great Futures Campaign | $15,000 |
| CHARLOTTE RESCUE MISSION | |||||||
| 907 W 1ST ST | CHARLOTTE | NC | 28202 | N/A | PC | General & Unrestricted | $6,000 |
| CHRISTIAN FELLOWSHIP HOME OF NASH-EDGECOMBE COUNTI | |||||||
| 301 S GRACE ST | ROCKY MOUNT | NC | 27804 | N/A | PC | General & Unrestricted | $5,000 |
| DOWN EAST PARTNERSHIP FOR CHILDREN | |||||||
| PO BOX 1245 | ROCKY MOUNT | NC | 27802 | N/A | PC | Childhood Obesity Prevention in Nash & Edgecombe Counties | $5,000 |
| EAST CAROLINA UNIVERSITY FOUNDATION INC | |||||||
| 2200 S CHARLES BLVD STE 1100 | GREENVILLE | NC | 27858 | N/A | PC | Wounded Warriors Graduate Assistant Program at ECU | $30,000 |
| FREEDOM SCHOOL PARTNERS INC | |||||||
| PO BOX 37363 | CHARLOTTE | NC | 28237 | N/A | PC | General & Unrestricted | $5,000 |
| HENDRICK FAMILY FOUNDATION | |||||||
| 6000 MONROE RD STE 100 | CHARLOTTE | NC | 28212 | N/A | PC | Charitable Event | $2,500 |
| HILL CENTER INC | |||||||
| 3200 PICKETT RD | DURHAM | NC | 27705 | N/A | PC | Hill-Edgecombe County Public School Literacy Partnership Project | $35,000 |
| JDRF INTERNATIONAL - GREATER WESTERN CAROLINAS CHA | |||||||
| 205 REGENCY EXECUTIVE PARK DR 102 | CHARLOTTE | NC | 28217 | N/A | PC | Fund-a-Cure program | $15,000 |
| MARBLES KIDS MUSEUM | |||||||
| 201 E HARGETT ST | RALEIGH | NC | 27601 | N/A | PC | General & Unrestricted | $10,000 |
| MARBLES KIDS MUSEUM | |||||||
| 201 E HARGETT ST | RALEIGH | NC | 27601 | N/A | PC | support of Access to Achieve "Ready Set School" program participants | $15,000 |
| MEDICAL FOUNDATION OF NORTH CAROLINA INC | |||||||
| 880 MARTIN LUTHER KING JR BLVD | CHAPEL HILL | NC | 27514 | N/A | PC | Barnhill Fund for Advances in Cellular Immunotherapy | $100,000 |
| NASH HEALTH CARE FOUNDATION | |||||||
| 2460 CURTIS ELLIS DR | ROCKY MOUNT | NC | 27804 | N/A | PC | Conetoe Family Life Center | $40,000 |
| NASH HEALTH CARE FOUNDATION | |||||||
| 2460 CURTIS ELLIS DR | ROCKY MOUNT | NC | 27804 | N/A | PC | Conetoe Family Life Center - Administrative Support for Assistant to Executive Director and Fundraising Position | $17,000 |
| NEIGHBOR TO NEIGHBOR MINISTRIES | |||||||
| 1200 S BLOUNT ST | RALEIGH | NC | 27601 | N/A | PC | Afterschool Program | $5,000 |
| NORTH CAROLINA COMMUNITY FOUNDATION INC | |||||||
| 3737 GLENWOOD AVE STE 460 | RALEIGH | NC | 27612 | N/A | PC | Endowment Fund | $100,000 |
| PEACEMAKERS OF ROCKY MOUNT INCORPORATED | |||||||
| 1725 DAVIS ST | ROCKY MOUNT | NC | 27803 | N/A | PC | Freedom School Program | $20,000 |
| PRESBYTERIAN HOSPITAL FOUNDATION | |||||||
| 200 HAWTHORNE LN | CHARLOTTE | NC | 28204 | N/A | PC | Physicians Impact Fund | $20,000 |
| PRESBYTERIAN HOSPITAL FOUNDATION | |||||||
| 200 HAWTHORNE LN | CHARLOTTE | NC | 28204 | N/A | PC | Physicians Impact Fund | $10,000 |
| SENIOR SERVICES INC | |||||||
| 2895 SHOREFAIR DR | WINSTON SALEM | NC | 27105 | N/A | PC | 2016 Evening for Alzheimer's Care Event | $1,000 |
| STEP UP MINISTRY | |||||||
| 1701 OBERLIN RD | RALEIGH | NC | 27608 | N/A | PC | General & Unrestricted | $10,000 |
| TEACH FOR AMERICA INC | |||||||
| 324 BLACKWELL ST BAY 11 STE 1160 | DURHAM | NC | 27701 | N/A | PC | in support of recruiting efforts for Edgecombe County teachers | $35,000 |
| THE RELATIVES INC | |||||||
| 6220 THERMAL RD | CHARLOTTE | NC | 28211 | N/A | PC | General & Unrestricted | $10,000 |
| THE SALVATION ARMY - GREATER CHARLOTTE | |||||||
| 4015 STUART ANDREW BLVD | CHARLOTTE | NC | 28217 | N/A | PC | General & Unrestricted | $5,000 |
| TRI-COUNTY INDUSTRIES INC | |||||||
| 1250 ATLANTIC AVE | ROCKY MT | NC | 27801 | N/A | PC | Fire Alarm System replacement project | $20,000 |
| UNITED COMMUNITY MINISTRIES | |||||||
| 916 BRANCH ST | ROCKY MOUNT | NC | 27801 | N/A | PC | General & Unrestricted | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $667,750 | 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 | $952 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $214,139 | 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 | $406,625 | 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 | $621,716 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $621,716 | 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 | $2,054,326 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (53 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | AIA GROUP LTD ADR AAGIY, 1215 sh. | $34,427 | 2017-06-01 |
| 1 | ALIBABA GROUP HOLDING LTD BABA, 160 sh. | $19,701 | 2017-06-01 |
| 1 | ALPHABET INC CL A GOOGL, 22 sh. | $21,719 | 2017-06-01 |
| 1 | ALPHABET INC CL A GOOGL, 25 sh. | $24,680 | 2017-06-01 |
| 1 | ALPHABET INC CL C GOOG, 21 sh. | $20,281 | 2017-06-01 |
| 1 | ALPHABET INC CL C GOOG, 25 sh. | $24,144 | 2017-06-01 |
| 1 | AMAZON COM AMZN, 30 sh. | $29,855 | 2017-06-01 |
| 1 | AMDOCS LIMITED DOX, 750 sh. | $49,042 | 2017-06-01 |
| 1 | AMERISOURCEBERGEN CORP ABC, 400 sh. | $36,948 | 2017-06-01 |
| 1 | APPLE INC AAPL, 175 sh. | $26,736 | 2017-06-01 |
| 1 | APPLE INC AAPL, 695 sh. | $106,179 | 2017-06-01 |
| 1 | APPLE INC AAPL, 700 sh. | $106,942 | 2017-06-01 |
| 1 | ARCH CAPITAL GROUP LTD ACGL, 325 sh. | $31,648 | 2017-06-01 |
| 1 | AUTODESK, INC ADSK, 150 sh. | $16,804 | 2017-06-01 |
| 1 | AUTODESK, INC ADSK, 450 sh. | $50,413 | 2017-06-01 |
| 1 | BROADCOM LIMITED AVGO, 530 sh. | $126,055 | 2017-06-01 |
| 1 | BROADRIDGE FINANCIAL BR, 530 sh. | $40,640 | 2017-06-01 |
| 1 | CANADIAN NATL RAILWAY CO CNI, 110 sh. | $8,606 | 2017-06-01 |
| 1 | CANADIAN NATL RAILWAY CO CNI, 290 sh. | $22,690 | 2017-06-01 |
| 1 | CASEY'S GENERAL STORES, INC CASY, 290 sh. | $33,730 | 2017-06-01 |
| 1 | CELGENE CORP CELG, 360 sh. | $41,555 | 2017-06-01 |
| 1 | CELGENE CORP CELG, 90 sh. | $10,389 | 2017-06-01 |
| 1 | CENTENE CORP CNC, 260 sh. | $19,296 | 2017-06-01 |
| 1 | CENTENE CORP CNC, 640 sh. | $47,498 | 2017-06-01 |
| 1 | CHECK POINT SOFTWARE TECHNOLOGIES LTD CHKP, 180 sh. | $20,083 | 2017-06-01 |
| 1 | CHECK POINT SOFTWARE TECHNOLOGIES LTD CHKP, 350 sh. | $39,049 | 2017-06-01 |
| 1 | COGNEX CORPORATION CGNX, 150 sh. | $13,828 | 2017-06-01 |
| 1 | DANAHER CORP DHR, 465 sh. | $39,874 | 2017-06-01 |
| 1 | EQUIFAX INC EFX, 255 sh. | $34,944 | 2017-06-01 |
| 1 | HUMANA INC HUM, 165 sh. | $38,622 | 2017-06-01 |
| 1 | ILLINOIS TOOL WORKS ITW, 380 sh. | $54,281 | 2017-06-01 |
| 1 | INTEL CORP INTC, 1000 sh. | $35,965 | 2017-06-01 |
| 1 | KRAFT HEINZ CO KHC, 410 sh. | $37,753 | 2017-06-01 |
| 1 | LAM RESEARCH CORP LRCX, 175 sh. | $27,255 | 2017-06-01 |
| 1 | MICROCHIP TECHNOLOGY INC MCHP, 18 sh. | $1,505 | 2017-06-01 |
| 1 | MICROCHIP TECHNOLOGY INC MCHP, 982 sh. | $82,095 | 2017-06-01 |
| 1 | MICROSOFT CORP MSFT, 1110 sh. | $77,733 | 2017-06-01 |
| 1 | MOHAWK INDS INC MHK, 250 sh. | $59,781 | 2017-06-01 |
| 1 | PRICELINE.COM INCORPORATED PCLN, 25 sh. | $47,065 | 2017-06-01 |
| 1 | ROSS STORES, INC ROST, 180 sh. | $11,452 | 2017-06-01 |
| 1 | ROSS STORES, INC ROST, 800 sh. | $50,896 | 2017-06-01 |
| 1 | SCIENCE APPLICATIONS INTERNATIONAL CORP SAIC, 335.7143 sh. | $25,528 | 2017-06-01 |
| 1 | SCIENCE APPLICATIONS INTERNATIONAL CORP SAIC, 571.4285 sh. | $43,451 | 2017-06-01 |
| 1 | SCIENCE APPLICATIONS INTERNATIONAL CORP SAIC, 92.8572 sh. | $7,061 | 2017-06-01 |
| 1 | SIGNATURE BANK SBNY, 250 sh. | $36,065 | 2017-06-01 |
| 1 | SONOCO PRODUCTS COMPANY SON, 750 sh. | $38,348 | 2017-06-01 |
| 1 | SYSMEX CORP UNSP ASDR SSMXY, 1220 sh. | $36,454 | 2017-06-01 |
| 1 | SYSMEX CORP UNSP ASDR SSMXY, 160 sh. | $4,781 | 2017-06-01 |
| 1 | TAIWAN SEMICONDUCTOR MFG CO LTD TSM, 850 sh. | $30,366 | 2017-06-01 |
| 1 | UNITEDHEALTH GROUP INC UNH, 180 sh. | $31,929 | 2017-06-01 |
| 1 | UNITED THERAPEUTICS CORP UTHR, 900 sh. | $111,663 | 2017-06-01 |
| 1 | VISA INC V, 280 sh. | $26,608 | 2017-06-01 |
| 1 | VISA INC V, 420 sh. | $39,913 | 2017-06-01 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA EMERGING MARKETS SMALL CAP | $199,889 | $212,420 |
| DFA EMERGING MARKETS VALUE POR | $429,058 | $454,000 |
| DFA INTERNATIONAL REAL ESTATE | $62,717 | $59,648 |
| DFA INTERNATIONAL SMALL CO POR | $291,724 | $342,839 |
| DFA INTERNATIONAL VALUE PORTFO | $1,137,496 | $1,185,758 |
| DFA INVESTMENT GRADE PORTFOLIO | $432,150 | $435,764 |
| DFA INVT DIMENSIONS GROUP INCW | $259,290 | $263,210 |
| DFA LARGE CAP INTERNATIONAL PO | $655,248 | $705,972 |
| DFA REAL ESTATE SECURITIES POR | $98,017 | $115,091 |
| DFA U.S. LARGE CAP VALUE PORTF | $1,593,071 | $2,200,815 |
| DFA U.S. SMALL CAP VALUE PORTF | $736,274 | $803,813 |
| VANGUARD GROWTH INDEX INSTL CL | $1,057,299 | $1,717,123 |
| VANGUARD SHORT TERM INVESTMENT | $495,970 | $491,184 |
| VANGUARD SMALL CAP GROWTH INDE | $434,524 | $506,265 |
| VANGUARD TOTAL BOND MARKET IND | $1,330,749 | $1,338,283 |
| VANGUARD TOTAL INTERNATIONAL B | $707,380 | $725,737 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $54,966 | $54,966 |
| State or Local Filing Fees | $50 | $50 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $44,637 | $44,637 | |
| Philanthropic Consulting Srvcs | $13,500 | $13,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2017 | $5,000 | |
| 990-PF Extension for 2016 | $626 | |
| Foreign Tax Paid | $19 | $19 |