2024-05-14T12:55:17-05:00 2023-12-31 561394660 NELSON & COMPANY PA PO BOX 52179 DURHAM NC 27717 990PF 2023-01-01 901031172 BARNES FAMILY FOUNDATION BARN 9193092925 4220 NEAL ROAD DURHAM NC 27705 MARVIN L BARNES PRESIDENT 9193092925 2024-05-06 1 MARVIN BARNES 999009999 0 LEHMAN B POLLARD P00117910 9194908585 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 25152019 X 1428970 443367 443367 -430121 13446280 0 1442216 443367 0 0 0 9495 0 0 4500 2250 2250 67072 67072 0 19359 10868 0 4234 0 0 104660 80190 2250 1010716 1010716 1115376 80190 1012966 326840 363177 1887182 1697207 1697207 16920711 17424684 23454812 18807893 19121891 25152019 0 0 X 0 0 0 0 18807893 19121891 18807893 19121891 18807893 19121891 18807893 326840 0 19134733 12842 19121891 MERRILL LYNCH 778-02513 7161093 7411185 -250092 -250092 MERRILL LYNCH 778-02513 4199542 4273709 -74167 -74167 MERRILL LYNCH 778-02514 812143 885455 -73312 -73312 MERRILL LYNCH 778-02514 863422 758347 105075 105075 FIDELITY 408489 547705 -139216 -139216 CAPITAL GAINS DIVIDENDS P 1591 1591 1591 -430121 5048 0 5048 0 5048 4160 0 0 0 4160 51 939 0 0 0 0 0 0 0 0 0 0 1 1 NC 0 0 0 0 0 1 BARNESFAMILYFOUNDATIONNC.ORG MARVIN L BARNES 9193092925 4220 NEAL ROAD DURHAM NC 27705 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARVIN L BARNES 4220 NEAL ROAD DURHAM NC 27705 PRESIDENT/TREASURER 3.00 0 0 0 MATTHEW A BARNES 4220 NEAL ROAD DURHAM NC 27705 TRUSTEE 2.00 0 0 0 MARVIN L BARNES JR 4220 NEAL ROAD DURHAM NC 27705 VICE PRESIDENT/ SECRETARY 2.00 0 0 0 MICHAEL L BARNES 4220 NEAL ROAD DURHAM NC 27705 TRUSTEE 2.00 0 0 0 MARVIN L BARNES III 4220 NEAL ROAD DURHAM NC 27705 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 0 20236705 1290487 0 21527192 0 0 21527192 322908 21204284 1060214 1060214 5048 5048 1055166 0 1055166 0 1055166 1012966 0 1012966 1055166 1010505 0 0 1012966 1010505 0 0 2461 0 0 0 0 0 0 0 0 1052705 0 0 0 MARVIN L BARNES X AMERICAN COUNCIL OF TRUSTEES & ALUMNI 1726 M STREET SUITE 802 WASHINGTON DC 20036 501(C)(3) GENERAL PURPOSE SUPPORT 147000 BEAUFORT HISTORICAL ASSOCIATION FOUNDATION PO BOX 11 BEAUFORT SC 29901 501(C)(3) GENERAL PURPOSE SUPPORT 10000 BOYS & GIRLS CLUB 810 N ALSTON AVENUE DURHAM NC 27702 501(C)(3) GENERAL PURPOSE SUPPORT 5000 BRIAN PICCOLO CANCER RESEARCH FUND 1700 W VAN BUREN ST CHICAGO IL 60612 501(C)(3) GENERAL PURPOSE SUPPORT 27466 CARING HOUSE INC 2625 PICKETT ROAD DURHAM NC 27705 501(C)(3) GENERAL PURPOSE SUPPORT 5000 CAROL PETREA YOUTH GOLF FOUNDATION 445 TARKLN CT NW SHALLOTTE NC 28470 501(C)(3) GENERAL PURPOSE SUPPORT 1000 CARTERET COMMUNITY COLLEGE FOUNDATION 108 COLLEGE CIRCLE MOREHEAD CITY NC 28557 501(C)(3) GENERAL PURPOSE SUPPORT 25000 CARTERET COUNTY FRIENDS OF THE LIBRARY SUITE 100 1702 LIVE OAK STREET BEAUFORT NC 28516 501(C)(3) GENERAL PURPOSE SUPPORT 10000 CHRISTOPHER REEVE FOUNDATION 636 MORRIS TPKE STE 3A SHORT HILLS NJ 07078 501(C)(3) GENERAL PURPOSE SUPPORT 10000 DELTAS OF CHARLOTTE FOUNDATION 5408 BEATTIES FORD ROAD CHARLOTTE NC 28216 501(C)(3) GENERAL PURPOSE SUPPORT 250 DUNN POLICE ATHLETIC AND ACTIV LEAGUE 1501 S CLINTON AVE DUNN NC 28334 501(C)(3) GENERAL PURPOSE SUPPORT 3000 DURHAM ACADEMY 3601 RIDGE RD DURHAM NC 27705 501(C)(3) GENERAL PURPOSE SUPPORT 40000 DURHAM CENTER FOR SENIOR LIFE 406 RIGSBEE AVE 202 DURHAM NC 27701 501(C)(3) GENERAL PURPOSE SUPPORT 15000 DURHAM LIONS CLUB 1850 HILLANDALE ROAD DURHAM NC 27705 501(C)(6) GENERAL PURPOSE SUPPORT 15000 DURHAM LITERACY CENTER 1905 CHAPEL HILL RD DURHAM NC 27707 501(C)(3) GENERAL PURPOSE SUPPORT 5000 DURHAM NATIVITY SCHOOL 1004 N MANGUM ST DURHAM NC 27701 501(C)(3) GENERAL PURPOSE SUPPORT 5000 DURHAM RESCUE MISSION 1201 E MAIN STREET DURHAM NC 27701 501(C)(3) GENERAL PURPOSE SUPPORT 10000 FAMILY PROMISE OF CARTERET COUNTY 1500 ARENDELL ST MOREHEAD CITY NC 28557 501(C)(3) GENERAL PURPOSE SUPPORT 10000 FIRST PRESBYTERIAN CHURCH HENDERSON 222 YOUNG ST HENDERSON NC 27536 501(C)(3) GENERAL PURPOSE SUPPORT 5000 HAYES BARTON BAPTIST CHURCH 1800 GLENWOOD AVE RALEIGH NC 27608 501(C)(3) GENERAL PURPOSE SUPPORT 1000 MYSTIC SEAPORT MUSEUM 75 GREENMANVILLE AVE MYSTIC CT 06355 501(C)(3) GENERAL PURPOSE SUPPORT 25000 NC MUSEUM OF LIFE & SCIENCE 433 W MURRAY AVE DURHAM NC 27704 501(C)(3) GENERAL PURPOSE SUPPORT 255000 NC SCHOOL OF SCIENCE & MATH 1219 BROAD STREET DURHAM NC 27705 501(C)(3) GENERAL PURPOSE SUPPORT 250000 NC WESLEYAN COLLEGE 3400 N WESLEYAN BLVD ROCKY MOUNT NC 27804 501(C)(3) GENERAL PURPOSE SUPPORT 25000 NCSU FOUNDATION 12 HOLLADAY HALL RALEIGH NC 27695 501(C)(3) GENERAL PURPOSE SUPPORT 15000 PRESERVATION DURHAM 701 WEST MAIN STREET STE 310 DURHAM NC 27701 501(C)(3) GENERAL PURPOSE SUPPORT 1000 RONALD MCDONALD HOUSE 506 ALEXANDER AVE DURHAM NC 27705 501(C)(3) GENERAL PURPOSE SUPPORT 5000 SENIOR PHARMACIST 406 RIGSBEE AVE 201 DURHAM NC 27701 501(C)(3) GENERAL PURPOSE SUPPORT 5000 THE BROAD STREET CLINIC 534 N 35TH STREET SUITE K MOREHEAD CITY NC 28557 501(C)(3) GENERAL PURPOSE SUPPORT 25000 THE MARTIN CENTER 4621 MORRISON DRIVE MOBILE AL 36609 501(C)(3) GENERAL PURPOSE SUPPORT 25000 THE SALVATION ARMY 810 N ALSTON AVENUE DURHAM NC 27702 501(C)(3) GENERAL PURPOSE SUPPORT 5000 THRESHOLD INC PO BOX 11706 DURHAM NC 27703 501(C)(3) GENERAL PURPOSE SUPPORT 5000 TRIANGLE VOLUNTEER NOW PO BOX 3374 DURHAM NC 27702 501(C)(3) GENERAL PURPOSE SUPPORT 10000 WESTERN CAROLINA UNIVERSITY FOUNDATION 2300 N HF ROBINSON ADMIN BLDG CULLOWKEE NC 28723 501(C)(3) GENERAL PURPOSE SUPPORT 10000 1010716 0 14 443367 18 -430121 0 13246 0 13246 0 0 0 0 0 0 0 0 0 0 X X 1 MM FOWLER INC 4220 NEAL RD DURHAM NC 27705 1000000 X 2 MARVIN AND CYNTHIA BARNES 4220 NEAL RD DURHAM NC 27705 428970 X 2 VARIOUS STOCK CONTRIBUTIONS 1002096 2023-12-19 ACCOUNTING FEES 4500 2250 2250 NC DOES NOT REQUIRE THAT A COPY OF FORM 990PF BE FURNISHED TO THE ATTORNEY GENERAL. MERRILL LYNCH 02511 1649963 3260638 MERRILL LYNCH 02513 8457066 9303392 MERRILL LYNCH 02514 2979167 3442779 FIDELITY BROKERAGE 4338488 7448003 LEGAL FEES 9495 0 0 NONDIVIDEND DISTRIBUTIONS 12842 SUPPLIES 2828 0 0 WEBSITE 1406 0 0 INVESTMENT MANAGEMENT FEES 67072 67072 0 FOREIGN TAX WITHHOLDING 10868 10868 0 EXCISE TAX 8491 0 0