2025-08-25T15:05:08-05:00 2024-12-31 561394660 NELSON & COMPANY PA PO BOX 52179 DURHAM NC 27717 990PF 2024-01-01 901031172 BARNES FAMILY FOUNDATION BARN 9193092925 4220 NEAL ROAD DURHAM NC 27705 MARVIN L BARNES PRESIDENT 9193092925 2025-08-14 1 0 LEHMAN B POLLARD P00117910 9194908585 2024 2025-03-06 01:10:19Z X 28542169 X 1426621 521146 521146 1249119 11321966 1249119 3196886 1770265 0 0 0 10001 0 0 4700 2350 2350 78437 78437 0 56164 13657 0 545 0 0 149847 94444 2350 1744000 1744000 1893847 94444 1746350 1303039 1675821 1697207 1335068 1335068 17424684 19092824 27207101 19121891 20427892 28542169 0 0 X 0 0 0 0 19121891 20427892 19121891 20427892 19121891 20427892 19121891 1303039 2962 20427892 0 20427892 FIDELITY 865371 582530 282841 282841 MERRILL LYNCH 778-02513 5967101 5788060 179041 179041 MERRILL LYNCH 778-02513 2909417 2288816 620601 620601 MERRILL LYNCH 778-02514 434729 397450 37279 37279 MERRILL LYNCH 778-02514 6469 6469 0 0 MERRILL LYNCH 778-02514 1134097 1009522 124575 124575 CAPITAL GAINS DIVIDENDS P 4782 4782 4782 1249119 23294 0 23294 0 23294 5080 0 0 0 5080 0 18214 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 26581399 1243668 0 27825067 0 0 27825067 417376 27407691 1370385 1370385 23294 23294 1347091 0 1347091 0 1347091 1746350 0 1746350 1347091 1052705 0 0 1746350 1052705 0 0 693645 0 0 0 0 0 0 0 0 653446 0 0 0 MARVIN L BARNES X APPALACHIAN STATE UNIVERSITY PO BOX 32064 BOONE NC 32064 501(C)(3) GENERAL PURPOSE SUPPORT 1000000 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 5000 DUKE BRAIN TUMOR CARE DUMC 3624 DURHAM NC 27710 501(C)(3) GENERAL PURPOSE SUPPORT 10000 DUKE UNIVERSITY DUKE UNIVERSITY BOX 90581 DURHAM NC 27708 501(C)(3) GENERAL PURPOSE SUPPORT 250000 DURHAM ACADEMY 3601 RIDGE RD DURHAM NC 27705 501(C)(3) GENERAL PURPOSE SUPPORT 40000 DURHAM LIONS CLUB 1850 HILLANDALE ROAD DURHAM NC 27705 501(C)(6) GENERAL PURPOSE SUPPORT 20000 JORDAN HIGH SCHOOL FALCONS BAND 6806 GARRETT ROAD DURHAM NC 27707 501(C)(3) GENERAL PURPOSE SUPPORT 15000 NC MUSEUM OF LIFE & SCIENCE 433 W MURRAY AVE DURHAM NC 27704 501(C)(3) GENERAL PURPOSE SUPPORT 100000 NC SCHOOL OF SCIENCE & MATH 1219 BROAD STREET DURHAM NC 27705 501(C)(3) GENERAL PURPOSE SUPPORT 250000 PRESERVATION DURHAM 701 WEST MAIN STREET STE 310 DURHAM NC 27701 501(C)(3) GENERAL PURPOSE SUPPORT 1000 ROTARY FOUNDATION 14280 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 501(C)(3) GENERAL PURPOSE SUPPORT 2000 THE BROAD STREET CLINIC 534 N 35TH STREET SUITE K MOREHEAD CITY NC 28557 501(C)(3) GENERAL PURPOSE SUPPORT 25000 THE MARITIME HERITAGE FOUNDATION 6 THORNBLADE COURT DURHAM NC 27712 501(C)(3) GENERAL PURPOSE SUPPORT 1000 1744000 0 14 521146 18 1249119 0 1770265 0 1770265 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 426621 X 2 VARIOUS STOCK CONTRIBUTIONS 1014276 2024-03-08 ACCOUNTING FEES 4700 2350 2350 NC DOES NOT REQUIRE THAT A COPY OF FORM 990PF BE FURNISHED TO THE ATTORNEY GENERAL. MERRILL LYNCH 02511 2067593 3988903 MERRILL LYNCH 02513 9264699 11077086 MERRILL LYNCH 02514 3189948 3709591 FIDELITY BROKERAGE 4570584 8431521 LEGAL FEES 10001 0 0 WEBSITE 545 0 0 NONDIVIDEND DISTRIBUTIONS 2962 INVESTMENT MANAGEMENT FEES 78437 78437 0 FOREIGN TAX WITHHOLDING 13657 13657 0 EXCISE TAX 42507 0 0