BARNHILL FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BARNHILL FAMILY FOUNDATION (EIN 45-4917069)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-04-21
- IRS object ID
- 201731119349100013
- Schema version
- 2015v3.0
- 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
- 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 | 2017-04-21T14:08:13-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | 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 | 2015-07-01 | 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 | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2017-04-07 | 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 | 2015 | 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 | $10,532,815 | 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 | $4,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $409 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $409 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $244,322 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $244,322 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $130,883 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,098,457 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $130,883 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $380,114 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $375,614 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $60,903 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,153 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $17,750 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,100 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $54,953 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $54,953 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $121,956 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,153 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $72,703 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $549,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $549,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $671,456 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,153 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $622,203 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$291,342 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $332,461 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $180,031 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $147,149 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $147,149 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,916,338 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,657,878 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,385,666 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,096,369 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,805,027 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,532,815 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $10,096,369 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,805,027 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,096,369 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,805,027 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,096,369 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,805,027 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,096,369 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$291,342 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,805,027 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,805,027 | 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 | $1,098,457 | GrossSalesPriceAmt |
| Cost Or Other Basis | $967,574 | CostOrOtherBasisAmt |
| Gain Or Loss | $130,883 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $130,883 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $130,883 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $524,010 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,427,471 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045855 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $308,634 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,934,392 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.028226 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,172 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,230,124 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.002901 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.076982 | TotalDistributionRt |
| Average Distribution | 0.019246 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,587,465 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $203,766 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,325 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $207,091 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $622,203 | 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 | $3,325 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,325 | SubtotalAmt |
| Tax Based On Investment Income | $3,325 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,189 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $626 | AppliedToEsTaxAmt |
| Total Payments And Credits | $6,815 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,490 | OverpaymentAmt |
| Applied To ES Tax | $3,490 | 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 | 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 | $54,928 | 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 | $10,497,263 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $251,432 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,748,695 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,748,695 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $161,230 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,587,465 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $529,373 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $529,373 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,325 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,325 | TotalTaxAmt |
| Distributable Before Adj | $526,048 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $526,048 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $526,048 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $622,203 | 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 | $622,203 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,325 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $618,878 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $526,048 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $454,380 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Qualifying Distributions | $622,203 | QualifyingDistributionsAmt |
| Applied To Year1 | $454,380 | AppliedToYear1Amt |
| Applied To Current Year | $167,823 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $358,225 | 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 | ROBERT 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 | $1,000 |
| BOYS & GIRLS CLUBS OF NASH EDGECOMBE COUNTIES INC | |||||||
| PO BOX 1622 | ROCKY MOUNT | NC | 27802 | N/A | PC | membership scholarships for disadvantaged youth in Edgecombe County and for operational support of the organization's Character and Leadership programs | $25,000 |
| BOYS CLUB OF WAKE COUNTY INC | |||||||
| 701 N RALEIGH BLVD | RALEIGH | NC | 27610 | N/A | PC | Technical Training Program | $25,000 |
| BOYS CLUB OF WAKE COUNTY INC | |||||||
| 701 N RALEIGH BLVD | RALEIGH | NC | 27610 | N/A | PC | Great Futures Campaign | $30,000 |
| CHARLOTTE RESCUE MISSION | |||||||
| 907 W 1ST ST | CHARLOTTE | NC | 28202 | N/A | PC | Long-term residential services for 1 mother and 1 child at Dove's Nest | $5,000 |
| 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 | SMS bilingual site coordinator | $5,000 |
| CONGRESSIONAL SPORTSMENS FOUNDATION | |||||||
| 110 N CAROLINA AVE SE | WASHINGTON | DC | 20003 | N/A | PC | Toward 2015 Wine, Wheels & Wildlife | $10,500 |
| DUKE UNIVERSITY | |||||||
| 710 W MAIN ST STE 200 | DURHAM | NC | 27701 | N/A | PC | General & Unrestricted | $40,000 |
| FREEDOM SCHOOL PARTNERS INC | |||||||
| PO BOX 37363 | CHARLOTTE | NC | 28237 | N/A | PC | General & Unrestricted | $4,000 |
| HILL CENTER INC | |||||||
| 3200 PICKETT RD | DURHAM | NC | 27705 | N/A | PC | Edgecombe County Program | $25,000 |
| JDRF INTERNATIONAL - GREATER WESTERN CAROLINAS CHA | |||||||
| 205 REGENCY EXECUTIVE PARK DR STE 1 | CHARLOTTE | NC | 28217 | N/A | PC | General & Unrestricted | $30,000 |
| JDRF INTERNATIONAL - GREATER WESTERN CAROLINAS CHA | |||||||
| 205 REGENCY EXECUTIVE PARK DR STE 1 | CHARLOTTE | NC | 28217 | N/A | PC | 2016 Hope Gala and Fund-a-Cure program | $10,000 |
| JDRF INTERNATIONAL - TRIANGLE-EASTERN NC CHAPTER | |||||||
| 7721 SIX FORKS RD STE 136 HORIZON | RALEIGH | NC | 27615 | N/A | PC | JDRP 2016 Hope Gala | $20,000 |
| MARBLES KIDS MUSEUM | |||||||
| 201 E HARGETT ST | RALEIGH | NC | 27601 | N/A | PC | General & Unrestricted | $20,000 |
| MEDICAL FOUNDATION OF NORTH CAROLINA INC | |||||||
| 880 MARTIN LUTHER KING JR BLVD | CHAPEL HILL | NC | 27514 | N/A | PC | To establish The Barnhill Seed Grant Fund for Cancer Research at the UNC Lineberger Comprehensive Cancer Center | $40,000 |
| NASH HEALTH CARE FOUNDATION | |||||||
| 2460 CURTIS ELLIS DR | ROCKY MOUNT | NC | 27804 | N/A | PC | Conetoe Family Life Center Program | $25,000 |
| NEIGHBOR TO NEIGHBOR MINISTRIES | |||||||
| 1200 S BLOUNT ST | RALEIGH | NC | 27601 | N/A | PC | General & Unrestricted | $5,000 |
| NORTH CAROLINA COMMUNITY FOUNDATION INC | |||||||
| 4601 SIX FORKS RD STE 524 | RALEIGH | NC | 27609 | N/A | PC | Conetoe Family Life Center Fund | $30,000 |
| PEACEMAKERS OF ROCKY MOUNT INCORPORATED | |||||||
| 1725 DAVIS ST | ROCKY MOUNT | NC | 27803 | N/A | PC | General & Unrestricted | $10,000 |
| 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 |
| STEP UP MINISTRY | |||||||
| 1701 OBERLIN RD | RALEIGH | NC | 27608 | N/A | PC | General & Unrestricted | $5,000 |
| STROKE OF FAITH | |||||||
| 2872 NC HWY 118 | GRIFTON | NC | 28530 | N/A | PC | General & Unrestricted | $5,000 |
| TEACH FOR AMERICA INC | |||||||
| 324 BLACKWELL ST BAY 11 STE 1160 | DURHAM | NC | 27701 | N/A | PC | General & Unrestricted | $5,000 |
| TEACH FOR AMERICA INC | |||||||
| 324 BLACKWELL ST BAY 11 STE 1160 | DURHAM | NC | 27701 | N/A | PC | TFA Eastern NC- Edgecombe County Specifically | $25,000 |
| TEACH FOR AMERICA INC - CHARLOTTE | |||||||
| 5855 EXECUTIVE CENTER DR STE 200 | CHARLOTTE | NC | 28212 | N/A | PC | General Operating for Mecklenburg County | $10,000 |
| THE HARVEST CENTER OF CHARLOTTE INC | |||||||
| 1800 BREWTON DR | CHARLOTTE | NC | 28206 | N/A | PC | General & Unrestricted | $4,000 |
| THE RELATIVES INC | |||||||
| PO BOX 220632 | CHARLOTTE | NC | 28222 | N/A | PC | General & Unrestricted | $10,000 |
| THE SALVATION ARMY - GREATER CHARLOTTE | |||||||
| 4015 STUART ANDREW BLVD | CHARLOTTE | NC | 28217 | N/A | PC | General Operating Funds for the Boys & Girls Club of Mecklenburg County | $10,000 |
| UNITED COMMUNITY MINISTRIES | |||||||
| 916 BRANCH ST | ROCKY MOUNT | NC | 27801 | N/A | PC | General & Unrestricted | $15,000 |
| WORD TABERNACLE CHURCH | |||||||
| 821 WORD PLZ | ROCKY MOUNT | NC | 27804 | N/A | PC | Building Re-Use Fund. These funds are to be used to develop one of nineteen classrooms to mentor, teach and equip children and youth in all phases of life and learning. | $50,000 |
| YMCA OF GREATER CHARLOTTE | |||||||
| 500 E MOREHEAD ST STE 300 | CHARLOTTE | NC | 28202 | N/A | PC | capital campaign | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $549,500 | 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 | $409 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $244,322 | 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 | $130,883 | 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 | $375,614 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $375,614 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA EMERGING MARKETS SMALL CAP | $218,822 | $201,802 |
| DFA EMERGING MARKETS VALUE POR | $503,101 | $414,989 |
| DFA INTERNATIONAL REAL ESTATE | $57,479 | $59,539 |
| DFA INTERNATIONAL SMALL CO POR | $287,732 | $284,793 |
| DFA INTERNATIONAL VALUE PORTFO | $1,123,020 | $958,907 |
| DFA LARGE CAP INTERNATIONAL PO | $633,863 | $583,823 |
| DFA REAL ESTATE SECURITIES POR | $105,100 | $131,135 |
| DFA U.S. LARGE CAP VALUE PORTF | $1,914,719 | $2,303,731 |
| DFA U.S. SMALL CAP VALUE PORTF | $401,427 | $412,115 |
| JP MORGAN CORE BOND FUND | $1,127,384 | $1,158,926 |
| TEMPLETON GLOBAL BD | $167,566 | $145,195 |
| VANGUARD GROWTH INDEX INSTL CL | $1,391,085 | $1,924,177 |
| VANGUARD SHORT TERM INVESTMENT | $533,521 | $532,701 |
| VANGUARD SMALL CAP GROWTH INDE | $125,825 | $159,287 |
| VANGUARD TOTAL BOND MARKET IND | $643,533 | $663,780 |
| VANGUARD TOTAL INTERNATIONAL B | $423,701 | $450,766 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $54,928 | $54,928 |
| 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 | $43,153 | $43,153 | |
| Philanthropic Consulting Srvcs | $17,750 | $17,750 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2016 | CategoryTxt |
| Amt | $6,100 | Amt |