2025-04-09T09:32:29-05:00 2024-06-30 541517420 WALL EINHORN & CHERNITZER PC 150 W MAIN ST SUITE 1200 NORFOLK VA 23510 990 2023-07-01 540594700 JAMES BARRY-ROBINSON HOME FOR BOYS TRUST JAME 7574088896 PO BOX 3790 NORFOLK VA 23514 WILLIAM PRINCE TRUSTEE 7574088896 2025-04-09 1 0 ANGELA R KERNS P01328749 7576254700 2025-04-09 2023 2025-03-06 01:10:19Z WILLIAM PRINCE PO BOX 3790 NORFOLK VA 23514 16790214 0 X N/A X 1924 VA THE TRUST IS A TYPE II SUPPORTING ORGANIZATION. 5 5 0 0 40138 16235 1000000 4500000 2930000 2930000 8534229 3155771 137551 145575 12601780 10731346 2766078 4120760 0 0 75000 75000 0 0 0 870460 851255 3711538 5047015 8890242 5684331 63684957 71059080 4500679 3835102 59184278 67223978 THE TRUST IS A TYPE II SUPPORTING ORGANIZATION. 0 0 1530000 THE BARRY-ROBINSON CENTER OPERATES A RESIDENTIAL TREATMENT FACILITY FOR CHILDREN WHO ARE EXPERIENCING EMOTIONAL, BEHAVIORAL, EDUCATIONAL, OR SOCIAL PROBLEMS. THE CENTER ALSO PROVIDES SUBSTANCE ABUSE TREATMENT SERVICES TO ADOLESCENTS AS WELL AS FOSTER CARE SERVICES AND FOSTER PARENT TRAINING. 3649377 2963283 1400000 BARRY-ROBINSON SCHOOL OF NORFOLK, CONTROLLED BY THE TRUST & EXEMPT UNDER IRC SEC 501, WAS INCORPORATED TO CONSTRUCT AND OPERATE AN INDEPENDENT ROMAN CATHOLIC ELEMENTARY SCHOOL AND INCIDENTALLY PROVIDE TUITION AND CAPITAL ASSISTANCE TO THE OTHER CATHOLIC ELEMENTARY SCHOOLS IN NORFOLK, VA AND THE CATHOLIC HIGH SCHOOL SERVING THE AREA. 1157477 1157477 NEXT STEP TO SUCCESS WAS INCORPORATED TO HELP YOUTH IN NORFOLK BUILD THE INDEPENDENT, RESILIENT CHARACTER THEY WILL NEED TO EARN SUCCESS AND ENJOY HAPPY, FULFILLING LIVES AS ADULTS. IT OFFERS AN AFTER SCHOOL AND SUMMER CAMP PROGRAM FOR YOUTH. 4806854 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 10 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 X THE ORGANIZATION 7574088896 PO BOX 3790 NORFOLK VA 23514 MICHAEL K KERNER TRUSTEE 0.50 5.50 X 15000 0 0 DONALD F PRICE VICE PRESIDENT 5.00 5.50 X X 15000 0 0 WILLIAM A PRINCE TREASURER 1.50 3.25 X X 15000 0 0 CHARLES V MCPHILLIPS PRESIDENT 5.00 15.00 X X 15000 0 0 KEVIN M SWEENEY SECRETARY 0.50 4.00 X X 15000 0 0 75000 0 0 0 0 0 0 0 4500000 4500000 RENT FROM BRC & STPCS 531120 2930000 2930000 2930000 1011391 1011391 81760 3995 77765 77765 77765 8199253 6054873 2144380 2144380 2144380 HGI OPPORTUNITY FUND XII, LLC 900099 40084 4514 35570 HGI MULTIFAMILY CREDIT SELECT FUN 900099 14119 7314 6805 HGI OPPORTUNITY FUND XIV, LP 900099 8964 10325 -1361 4643 5519 -876 67810 10731346 6191208 40138 0 4120760 4120760 75000 75000 26243 26243 39595 39595 86197 86197 140660 140660 467004 467004 CORPORATE EVENTS 72697 72697 UBIT TAXES PAID 13126 13126 MISCELLANEOUS 3883 3883 BOND FEES 1850 1850 5047015 4806854 240161 0 833292 1777894 4079579 2004727 11448 0 0 109377 28754514 10484469 18649518 18270045 38896604 41175725 1177934 1461338 36582 6259974 63684957 71059080 19134 44735 153847 181070 4318746 3595351 8952 13946 4500679 3835102 X 59184278 67223978 0 0 0 0 59184278 67223978 63684957 71059080 5684331 2355369 0 X 0 0 0 X X 2 BARRY ROBINSON SCHOOLS OF NORFOLK 542041314 2 1 1440283 1400000 NEXT STEP TO SUCCESS 882408724 7 1 399996 757481 2 1840279 2157481 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8320437 8320437 20182388 10405208 9777180 251689 79261 172428 18270045 LOAN COSTS, NET OF AMORTIZATION 29826 CONSTRUCTION IN PROGRESS, ST. VINCENT DE PAUL HOUSE 6230148 6259974 SECURITY DEPOSIT LIABILITY 3220 ACCRUED INTEREST 10726 13946 X PART X, LINE 2: THE TRUST QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, THE TRUST IS SUBJECT TO INCOME TAXES ON CERTAIN INVESTMENT INCOME, NET OF ALLOCABLE EXPENSES. THE TRUST INCURRED INCOME TAX EXPENSE OF $13,126 AND $21,033 FOR THE YEARS ENDED JUNE 30, 2024 AND 2023, RESPECTIVELY. THE TRUST IS, NEVERTHELESS, REQUIRED TO FILE A FEDERAL TAX RETURN. TAX YEARS BEFORE 2021 ARE NO LONGER SUBJECT TO FEDERAL INCOME TAX EXAMINATIONS. THE TRUSTEES CONTINUALLY EVALUATE TAX POSITIONS REFLECTED IN THE TRUST'S TAX FILINGS AND DO NOT BELIEVE ANY MATERIAL UNCERTAIN TAX POSITIONS EXIST. SCHEDULE D, PART X, LINE 2 THE TRUST IS TAX EXEMPT UNDER THE INTERNAL REVENUE CODE. THE TRUSTEES EVALUATE THE TRUST'S TAX POSITION AND BELEIVE NO MATERIAL UNCERTAIN TAX POSITION EXIST. 1 BARRY-ROBINSON SCHOOLS OF NORFOLK 1000 BOLLING AVE NORFOLK VA 23508 542041314 501(C)(3) 1440283 1400000 FMV RENT OPERATING SUBSIDY, CAPITAL GRANT, RENT AND OTHER DESIGNATED PURPOSES CHRIST THE KING CATHOLIC SCHOOL 3401 TIDEWATER DR NORFOLK VA 23509 541204331 501(C)(3) 123000 0 SCHOLARSHIP GRANTS NEXT STEP TO SUCCESS 443 KEMPSVILLE ROAD NORFOLK VA 23502 882408724 501(C)(3) 399996 757481 FMV OCCUPANCY SUPPORT PROGRAM SUPPORT 3 0 SCHEDULE I, PART I, LINE 1 GRANTS TO BARRY-ROBINSON SCHOOLS OF NORFOLK (BRS) ARE DETERMINED ANNUALLY DURING THE BUDGET PROCESS. A FIXED MONTHLY AMOUNT IS DECIDED UPON BY THE TRUSTEES FOR THE UPCOMING YEAR'S OPERATING SUBSIDY. CAPITAL ASSISTANCE, IF ANY, IS DECIDED AT THE SAME TIME AND DISTRIBUTED AS BRS SUBSTANTIATES ITS EXPENDITURES FOR CAPITAL ITEMS. A EDA-LANCASTER COUNTY VA 546001392 2013-11-26 10000000 REFINANCE TAX-EXEMPT BONNDS & DEED 0 0 0 A 5681254 2013 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE TREASURER WHO IS ALSO A TRUSTEE. AFTER REVIEW, THE TREASURER EMAILS A COPY OF THE FORM 990 TO EACH OTHER TRUSTEE FOR THEIR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE TREASURER OF THE TRUST MAKES ITS DOCUMENTS AVAILABLE TO THE PUBLIC BY WRITTEN REQUEST AT ITS ADDRESS. THE BARRY-ROBINSON CENTER 443 KEMPSVILLE ROAD NORFOLK VA 23502 541038721 TREATMENT CENTER VA 501(C)(3) LINE 2 JAMES BARRY-ROBINSON HOME FOR BOYS TRUST 1 BARRY-ROBINSON SCHOOLS OF NORFOLK 1000 BOLLING AVE NORFOLK VA 23508 542041314 SCHOOL VA 501(C)(3) LINE 2 JAMES BARRY-ROBINSON HOME FOR BOYS TRUST 1 NEXT STEP TO SUCCESS 443 KEMPSVILLE ROAD NORFOLK VA 23502 882408724 YOUTH OUTREACH VA 501(C)(3) LINE 7 THE BARRY ROBINSON CENTER 1 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 THE BARRY-ROBINSON CENTER C 4500000 CASH BARRY-ROBINSON SCHOOLS OF NORFOLK A 1400000 FMV THE BARRY-ROBINSON CENTER A 1530000 CASH BARRY-ROBINSON SCHOOLS OF NORFOLK B 1440283 CASH BARRY-ROBINSON SCHOOLS OF NORFOLK J 1400000 FMV NEXT STEP TO SUCCESS B 399996 CASH NEXT STEP TO SUCCESS B 757481 FMV