Civic Intelligence

Sam R and Malcom Monroe Barnes Foundation

990PF • Fiscal year 2016 • EIN 75-2570146

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 14, 2017

Organization Profile
PO Box 1851Trinity, TX 75862

(512) 450-0529

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

8th percentile

-76%

Higher net margin than 8% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

32nd percentile

-6.8%

Faster asset growth than 32% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

91st percentile

75%

Faster revenue growth than 91% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$285,166

Down $20,838 (-6.8%) from 2015

Net Assets

Down

$285,166

Down $20,838 (-6.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin8th percentile

Revenue

Up

$27,440

Up $11,725 (+75%) from 2015

Expenses

Up

$48,278

Up $20,513 (+74%) from 2015

Net Income

Down

-$20,838

Down $8,788 (-73%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2010: $300,141Liabilities 2010: $0Net Assets 2010: $300,1412010Assets 2011: $302,934Liabilities 2011: $0Net Assets 2011: $302,9342011Assets 2012: $306,484Liabilities 2012: $0Net Assets 2012: $306,4842012Assets 2013: $310,597Liabilities 2013: $0Net Assets 2013: $310,5972013Assets 2014: $318,054Liabilities 2014: $0Net Assets 2014: $318,0542014Assets 2015: $306,004Liabilities 2015: $0Net Assets 2015: $306,0042015Assets 2016: $285,166Liabilities 2016: $0Net Assets 2016: $285,1662016Assets 2017: $266,534Liabilities 2017: $0Net Assets 2017: $266,5342017Assets 2018: $276,569Liabilities 2018: $0Net Assets 2018: $276,5692018Assets 2019: $278,682Liabilities 2019: $1Net Assets 2019: $278,6812019Assets 2020: $284,471Liabilities 2020: $0Net Assets 2020: $284,4712020Assets 2021: $288,581Liabilities 2021: $0Net Assets 2021: $288,5812021Assets 2022: $291,626Liabilities 2022: $0Net Assets 2022: $291,6262022Assets 2023: $304,562Liabilities 2023: $0Net Assets 2023: $304,5622023Assets 2024: $305,651Liabilities 2024: $0Net Assets 2024: $305,6512024

Highlighted filing

2016

Assets$285,166
Liabilities$0
Net Assets$285,166
Open 2016 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KExpenses 2010: $16,1772010Expenses 2011: $2,4622011Expenses 2012: $82,4622012Revenue 2013: $46,454Expenses 2013: $42,341Net Income 2013: $4,1132013Revenue 2014: $32,206Expenses 2014: $24,749Net Income 2014: $7,4572014Revenue 2015: $15,715Expenses 2015: $27,765Net Income 2015: -$12,0502015Revenue 2016: $27,440Expenses 2016: $48,278Net Income 2016: -$20,8382016Revenue 2017: $34,969Expenses 2017: $53,601Net Income 2017: -$18,6322017Revenue 2018: $31,755Expenses 2018: $21,720Net Income 2018: $10,0352018Revenue 2019: $18,587Expenses 2019: $16,475Net Income 2019: $2,1122019Revenue 2020: $28,669Expenses 2020: $22,879Net Income 2020: $5,7902020Revenue 2021: $24,844Expenses 2021: $20,734Net Income 2021: $4,1102021Revenue 2022: $23,868Expenses 2022: $20,823Net Income 2022: $3,0452022Revenue 2023: $30,215Expenses 2023: $17,279Net Income 2023: $12,9362023Revenue 2024: $22,990Expenses 2024: $21,901Net Income 2024: $1,0892024

Highlighted filing

2016

Revenue$27,440
Expenses$48,278
Net Income-$20,838
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 14, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julia McMichaelsPresident-$0--
Daniel TM BarnesTreasurerPT$0--
Shelly MadleyDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sam R & Malcom Monroe Barnes Foundation
EIN
75-2570146
Address
PO Box 1851, Trinity, TX 75862

Signing Officer

Name
Dan Barnes
Title
Trustee
Signed
2017-09-14
Discuss with paid preparer
Yes

Preparer

Firm
Charles T Holcomb CPA
Address
1910 W KOENIG LN, AUSTIN, TX 78756-1211
Preparer
Charles T Holcomb CPA
Phone
5124500529
Raw XML Appendix313 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
CashDistributionExplnStmt/ExplanationTxt0Amounts expended ($24,343)on behalf of Trinity Pennisula Foundation (501(c)(3) for rehabilitation of community center building.
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt07619
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt01
IRS990PF/AnalysisIncomeProducingActyGrp/NetRentalIncomePersonalPropGrp/RelatedOrExemptFunctionIncmAmt02700
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt010320
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt044
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt010364
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt07620
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt041334
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt041334
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt017076
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt07619
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt07619
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt07619
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-20838
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt07620
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03950
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02744
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02994
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt07620
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt041334
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt048278
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt07620
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt027440
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06944
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-20838
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0285166
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0306004
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0285166
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt018071
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt018071
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt018071
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt018223
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0152
IRS990PF/DistributableAmountGrp/TotalTaxAmt0152
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0152
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0152
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0152
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0152
IRS990PF/FMVAssetsEOYAmt0375346
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01769
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0996
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0996
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0110
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0310
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0310
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0304125
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0283860
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0374040
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0306004
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0285166
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0375346
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0306004
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0285166
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0306004
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0285166
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0306004
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0285166
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0370007
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0370007
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05550
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt018223
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0364457
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0370007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Julia McMichaels
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Daniel TM Barnes
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Shelly Madley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Po Box 1851
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1Po Box 1851
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO Box 1851
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Trinity
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Trinity
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd075862
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd275862
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt041334
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt041334
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt041334
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01910 W Koenig Lane
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Austin
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd078756
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Charles Holcomb CPA
IRS990PF/StatementsRegardingActyGrp/PhoneNum05124500529
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Written form indicating purpose and need of grant.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Daniel TM Barnes
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05124500529
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO Box 1851
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Trinity
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd075862
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0none
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41540
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61540
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt716094
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt88295
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Grant to Trinity Historical Commission for operations.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Expenditure incurred to pay occupancy costs for charity using facility for administrative purposes.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Expenditure incurred to pay occupancy costs for charity using facility for administrative purposes.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Expenditure incurred to pay occupancy costs for charity using facility for administrative purposes.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Expenditure incurred to pay occupancy costs for charity using facility for administrative purposes.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Expenditure incurred to pay occupancy costs for charity using facility for administrative purposes.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Expenditure incurred to pay occupancy costs for charity using facility for administrative purposes.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7To finance exempt organization's function.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8Research grant to Sam Houston State Univ history professor for research on the Bucareli and Trinidad de Salcedo settlements established by Spain in Trinity County Texas circa 1772.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Trinity Historical Commission
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1American Red Cross
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2CASA of Walker San Jacinto Trinity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Trinity High School Psychologists
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Inspiration Village
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Crime Stopper
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Blanche K Werner Public Library
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Sam Houston State University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8SMHU Caroline Castillo Crimm PhD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0POB 123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12025 E Street Nw
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 275
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3500 E Caroline
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 667
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5500 E Caroline
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6203 Prospect Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO Box 2537
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt850 Wilkerson Lane
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Groveton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Trinity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Trinity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Trinity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Trinity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Trinity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Huntsville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Huntsville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075845
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd277342
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd375862
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd475862
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd575862
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd675862
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd777341
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd877320
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt041334
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt018071
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018071
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01068
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09355
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt036021
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt069707
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt023263
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01068
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09355
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt036021
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt041334
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt023263
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt069707
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt046444
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Daniel TM Barnes
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 1851
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Trinity
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd075862
IRS990ScheduleB/ContributorInformationGrp/PayrollContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt014133
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0110
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Rent Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Water Security Deposit
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0200
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1110
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0200
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1110
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Asset Management
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Subscriptions and Dues
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03443
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1237
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2201
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt335
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt434
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Rental Income - Noninvestment Property
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt044
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt12700
TaxesSchedule/TaxesDetail/Amt02943
TaxesSchedule/TaxesDetail/Amt151
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Tax Paid from Investment Acct.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dan Barnes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sam R & Malcom Monroe Barnes Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SAMR
ReturnHeader/Filer/EIN0752570146
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1851
ReturnHeader/Filer/USAddress/CityNm0Trinity
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075862
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHARLES T HOLCOMB CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01910 W KOENIG LN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0787561211
ReturnHeader/PreparerPersonGrp/PhoneNum05124500529
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charles T Holcomb CPA
ReturnHeader/ReturnTs02017-09-14T11:57:53-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$285,166
Liabilities
$0
Net assets
$285,166
Revenue
$27,440
Expenses
$48,278
Net income
-$20,838
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.23$0.22$0.01
2023Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.30$0.17$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.24$0.21$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.25$0.21$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.29$0.23$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.19$0.16$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.32$0.22$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.35$0.54$0.19
2016Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.27$0.48$0.21
2015Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.16$0.28$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.32$0.25$0.07
2013Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.46$0.42$0.04
2012Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.82
2011Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.02
2010Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.16