2026-07-06T15:37:36-05:00 2025-12-31 561394660 NELSON & COMPANY PA PO BOX 52179 DURHAM NC 27717 990PF 2025-01-01 901031172 BARNES FAMILY FOUNDATION BARN 9193092925 4220 NEAL ROAD DURHAM NC 27705 MARVIN L BARNES PRESIDENT 9193092925 2026-06-10 1 LEHMAN B POLLARD P00117910 9194908585 2025 2025-03-06 01:10:19Z X 35739590 X 2308949 576706 576706 1663578 10179667 1663578 137 137 4549370 2240421 0 0 0 3162 0 0 4700 2350 2350 90592 90592 0 55032 13154 0 1143 26 0 154629 106122 2350 828650 828650 983279 106122 831000 3566091 2134299 1335068 2570238 2570238 19092824 21422916 33169352 20427892 23993154 35739590 0 0 X 0 0 0 0 20427892 23993154 20427892 23993154 20427892 23993154 20427892 3566091 0 23993983 829 23993154 FIDELITY 690639 367677 322962 322962 MERRILL LYNCH 778-02513 2640762 2672138 -31376 -31376 MERRILL LYNCH 778-02513 4325614 3194528 1131086 1131086 MERRILL LYNCH 778-02514 922210 990026 -67816 -67816 MERRILL LYNCH 778-02514 1567246 1259172 308074 308074 MERRILL LYNCH 778-02514 4 4 4 ALLIANCEBERNSTEIN HOLDING LP 28817 32542 -3725 -3725 MERRILL LYNCH 778-02511 22 6 16 16 CAPITAL GAINS DIVIDENDS P 4353 4353 4353 1663578 29667 0 29667 0 29667 23320 0 0 0 23320 0 6347 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 30696366 1683553 0 32379919 0 0 32379919 485699 31894220 1594711 1594711 29667 29667 1565044 0 1565044 0 1565044 831000 0 831000 1565044 653446 0 0 831000 653446 0 0 177554 0 0 0 0 0 0 0 0 1387490 0 0 0 MARVIN L BARNES X AMERICAN COUNCIL OF TRUSTEES & ALUMNI 1726 M STREET SUITE 802 WASHINGTON DC 20036 PC GENERAL PURPOSE SUPPORT 169900 BOYS & GIRLS CLUB 810 N ALSTON AVENUE DURHAM NC 27702 PC GENERAL PURPOSE SUPPORT 25000 CARTERET COMMUNITY COLLEGE FOUNDATION 108 COLLEGE CIRCLE MOREHEAD CITY NC 28557 PC GENERAL PURPOSE SUPPORT 25000 NC MUSEUM OF LIFE & SCIENCE 433 W MURRAY AVE DURHAM NC 27704 PC GENERAL PURPOSE SUPPORT 100000 MARINE CORPS LEAGUE 3619 RICHMOND HWY STE 115 SAFFORD VA 22554 PC GENERAL PURPOSE SUPPORT 15000 SARAH P DUKE GARDENS 420 ANDERSON STREET DURHAM NC 27705 PC GENERAL PURPOSE SUPPORT 218750 CAROLINA THEATRE OF DURHAM INC 309 WEST MORGAN STREET DURHAM NC 27701 PC GENERAL PURPOSE SUPPORT 250000 BOOK HARVEST 2501 UNIVERSITY DRIVE DURHAM NC 27707 PC GENERAL PURPOSE SUPPORT 15000 TOWN OF BEAUFORT 701 FRONT STREET BEAUFORT NC 28516 PC GENERAL PURPOSE SUPPORT 10000 828650 0 14 576706 14 137 18 1663578 0 2240421 0 2240421 0 0 0 0 0 0 0 0 0 0 X X 1 MM FOWLER INC 4220 NEAL RD DURHAM NC 27705 2000000 X 2 MARVIN AND CYNTHIA BARNES 4220 NEAL RD DURHAM NC 27705 308949 X 2 VARIOUS STOCK CONTRIBUTIONS 1021967 2025-02-19 ACCOUNTING FEES 4700 2350 2350 NC DOES NOT REQUIRE THAT A COPY OF FORM 990PF BE FURNISHED TO THE ATTORNEY GENERAL. MERRILL LYNCH 02511 2371213 6094858 MERRILL LYNCH 02513 10586724 13135976 MERRILL LYNCH 02514 3509906 4661907 FIDELITY BROKERAGE 4955073 9276611 LEGAL FEES 3162 0 0 NONDIVIDEND DISTRIBUTIONS 829 WEBSITE 1117 0 0 ALLIANCEBERNSTEIN HOLDING LP 26 26 0 ALLIANCEBERNSTEIN HOLDING LP 137 137 137 INVESTMENT MANAGEMENT FEES 90592 90592 0 FOREIGN TAX WITHHOLDING 13154 13154 0 EXCISE TAX 41878 0 0