2024-10-04T16:51:45-05:00 2023-12-31 860683059 BEACHFLEISCHMAN PLLC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2023-01-01 270277068 BARNEY & BARNEY FOUNDATION BARN 8585877527 POST OFFICE BOX 85638 SAN DIEGO CA 92186 HAL DUNNING TREASURER 8585877527 2024-10-04 1 1 KELLY L MELTZER CPA P00633511 5203214600 2024-10-04 2023 2024-10-15 13:58:12Z PAUL HERING POST OFFICE BOX 85638 SAN DIEGO CA 92186 809405 0 X WWW.BARNEYANDBARNEYFOUNDATION.ORG X 2009 CA PROVIDE FUNDING TO ORGANIZATIONS THAT SERVE YOUTH, ADVANCE THE ARTS, STAND AGAINST SOCIETAL INJUSTICE AND PROTECT THE ENVIRONMENT. 15 15 0 50 0 0 447360 498164 0 0 41379 47011 18981 -25436 507720 519739 402500 461000 0 0 0 0 0 0 0 24194 29454 426694 490454 81026 29285 1857662 2031047 91121 16088 1766541 2014959 THE BARNEY & BARNEY FOUNDATION IS COMMITTED TO SERVING THOSE IN NEED, SUPPORTING OUR YOUTH, ADVANCING THE ARTS, STANDING AGAINST SOCIETAL INJUSTICE, AND PROTECTING THE ENVIRONMENT. 0 0 461000 461000 THE BARNEY & BARNEY FOUNDATION HELD FOUR CHARITY GOLF EVENTS (3 ACTUAL, 1 AT A TOP GOLF FACILITY) IN 2023 THAT ALLOWED US TO RAISE OVER $450,000 AND MAKE OVER $450,000 IN CONTRIBUTIONS TO 31 NON-PROFITS THAT SERVE OUR COMMUNITIES. 461000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 CA X HAL DUNNING 8585877527 POST OFFICE BOX 85638 SAN DIEGO CA 92186 X MICHAEL BAILEY DIRECTOR 0.30 X 0 0 0 ALLISON BARNEY DIRECTOR 0.30 X 0 0 0 SARA BENNETT DIRECTOR 0.30 X 0 0 0 AMY BRUTTO DIRECTOR 0.30 X 0 0 0 TYLER DUNNIGAN DIRECTOR 0.30 X 0 0 0 RENEE HELLMAN DIRECTOR 0.30 X 0 0 0 ERIN QUIGLEY DIRECTOR 0.30 X 0 0 0 SAM QUIGLEY DIRECTOR 0.30 X 0 0 0 TRINDL REEVES DIRECTOR 0.30 X 0 0 0 STEVE SHEA DIRECTOR 0.30 X 0 0 0 CHRIS WILLIAMS SECRETARY 0.30 X X 0 0 0 PAUL HERING PRESIDENT AND CHAIR 1.00 X X 0 0 0 MAGGIE ALVARADO CHAIR OF GRANTS COMMITTEE 1.00 X 0 0 0 BILL PEARTREE CHAIR OF INVESTMENT COMMITTEE 0.50 X 0 0 0 HAL DUNNING TREASURER 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 457030 41134 498164 42598 42598 18878 14465 4413 4413 4413 249765 457030 275201 -25436 -25436 519739 0 0 21575 461000 461000 9000 9000 10454 10454 6068 6068 3932 3932 490454 461000 29454 0 156726 84852 106682 96316 21685 1594254 1828194 1857662 2031047 81121 6088 10000 10000 91121 16088 X 1766541 2014959 1766541 2014959 1857662 2031047 29285 219133 0 X 1 X 0 0 0 X 357658 103463 342857 447360 498164 1749502 357658 103463 342857 447360 498164 1749502 169485 1580017 34054 27838 35821 32690 42598 173001 16485 1770 18981 37236 1959739 0.80620 0.84750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: ASC 740 FOOTNOTE FROM COMPILED FINANCIAL STATEMENTS: THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER BOTH FEDERAL (INTERNAL REVENUE CODE SECTION 501(C)(3)) AND CALIFORNIA INCOME TAX LAWS, AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FOUNDATION'S TAX-EXEMPT PURPOSE, HOWEVER, MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME (UBTI). FROM TIME TO TIME, THE FOUNDATION MAY BE SUBJECT TO PENALTIES AND INTEREST ASSESSED BY VARIOUS TAXING AUTHORITIES, WHICH WILL BE CLASSIFIED AS MANAGEMENT AND GENERAL EXPENSES, IF THEY OCCUR. SD GOLF CLASSIC 224725 115750 108975 69809 2715 OC GOLF CLASSIC 177560 137500 40060 3938 100734 4138 500 4646 2 304510 203780 100730 78630 450 9641 706795 457030 249765 3938 249173 4138 950 17002 275201 -25436 1 AMERICAN HEART ASSOCIATION 1910 W UNIVERSITY DR SUITE 205 TEMPE AZ 85281 135613797 501(C)(3) 5000 0 GENERAL OPERATIONS APA FAMILY SUPPORT SERVICES 10 NOTTINGHAM PLACE SAN FRANCISCO CA 94133 943164091 501(C)(3) 30000 0 GENERAL OPERATIONS BAND OF PARENTS 2248 BROADWAY 1009 NEW YORK NY 10024 261227872 501(C)(3) 30000 0 GENERAL OPERATIONS BEIT T'SHUVAH 8831 VENICE BLVD LOS ANGELES CA 90034 770152646 501(C)(3) 25000 0 GENERAL OPERATIONS BIG BROTHERS BIG SISTERS OF SAN DIEGO COUNTY 4305 UNIVERSITY AVE SUITE 590 SAN DIEGO CA 92105 952151526 501(C)(3) 25000 0 GENERAL OPERATIONS CARE FUND 16427 N SCOTTSDALE RD SUITE 145 SCOTTSDALE AZ 85254 800563472 501(C)(3) 5000 0 GENERAL OPERATIONS CHILDREN IN NEED FOUNDATION PO BOX 32381 PHOENIX AZ 85064 860600925 501(C)(3) 6000 0 GENERAL OPERATIONS COMMUNITY BRIDGES INC 1855 W BASELINE RD 101 MESA AZ 85202 942880847 501(C)(3) 10000 0 GENERAL OPERATIONS DAY FOR CHANGE 9171 TOWNE CENTRE DR SUITE 100 SAN DIEGO CA 92122 330904965 501(C)(3) 10000 0 GENERAL OPERATIONS DO IT FOR THE LOVE 360 GRAND AVE 350 OAKLAND CA 94610 870806633 501(C)(3) 5000 0 GENERAL OPERATIONS FAMILY HOUSE 540 MISSION BAY BLVD NORTH SAN FRANCISCO CA 94158 942722663 501(C)(3) 30000 0 GENERAL OPERATIONS FOOD EXPLORATION AND DISCOVERY 432 EAST LEMON AVE MONROVIA CA 91016 851113722 501(C)(3) 5000 0 GENERAL OPERATIONS HUMAN OPTIONS PO BOX 53745 IRVINE CA 92619 953667817 501(C)(3) 40000 0 GENERAL OPERATIONS ICAN 650 E MORELOS ST CHANDLER AZ 85225 860761030 501(C)(3) 5000 0 GENERAL OPERATIONS LUTHERAN SOCIAL SERVICES OF THE SOUTHWEST 2502 E UNIVERSITY DRIVE SUITE 125 PHOENIX AZ 85034 860252302 501(C)(3) 10000 0 GENERAL OPERATIONS MARK-A-WISH FOUNDATION OF ARIZONA 2901 N 78TH ST SCOTTSDALE AZ 85251 860409636 501(C)(3) 5000 0 GENERAL OPERATIONS MIRACLES FOR KIDS INC 17848 SKY PARK CIRCLE SUITE C IRVINE CA 92614 912160616 501(C)(3) 40000 0 GENERAL OPERATIONS MITCHELL THORP FOUNDATION 2382 FARADAY AVE SUITE 150 CARLSBAD CA 92008 270824320 501(C)(3) 5000 0 GENERAL OPERATIONS NORTH COUNTRY LIFELINE INC 200 MICHIGAN AVE VISTA CA 92084 952794253 501(C)(3) 25000 0 GENERAL OPERATIONS PROKIDS GOLF ACADEMY INC 4085 52ND STREET SAN DIEGO CA 92105 330617741 501(C)(3) 25000 0 GENERAL OPERATIONS SAGE FOUNDATION FOR HEALTH 2140 EAST BROADWAY ROAD TEMPE AZ 85282 861026436 501(C)(3) 5000 0 GENERAL OPERATIONS SAN DIEGO SQUARED 1100 MARKET ST 338 SAN DIEGO CA 92101 853336715 501(C)(3) 5000 0 GENERAL OPERATIONS ST MADELEINE SOPHIES CENTER 2119 E MADISON AVE EL CAJON CA 92019 951957332 501(C)(3) 25000 0 GENERAL OPERATIONS ST VINCENT DE PAUL PO BOX 13600 PHOENIX AZ 85002 860096789 501(C)(3) 5000 0 GENERAL OPERATIONS STARS 7507 E OSBORN ROAD SCOTTSDALE AZ 85251 237395103 501(C)(3) 5000 0 GENERAL OPERATIONS THE ARIZONA SPORTS FOUNDATION 7135 E CAMELBACK RD SUITE 190 SCOTTSDALE AZ 85251 860253821 501(C)(3) 5000 0 GENERAL OPERATIONS THE BIG TABLE PO BOX 372 SPOKANE WA 99210 208931223 501(C)(3) 5000 0 GENERAL OPERATIONS THE CENTERS FOR HABILITATION (TCH) 215 W LODGE DR TEMPE AZ 85283 860217033 501(C)(3) 10000 0 GENERAL OPERATIONS THE ELIZABETH HOSPICE INC 500 LA TERRAZA BLVD SUITE 130 ESCONDIDO CA 92025 953275679 501(C)(3) 40000 0 GENERAL OPERATIONS UMOM NEW DAY CENTER 3333 E VAN BUREN ST PHOENIX AZ 85008 860521062 501(C)(3) 5000 0 GENERAL OPERATIONS VALLEYWISE HEALTH FOUNDATION 2901 E CAMELBACK SUITE 202 PHOENIX AZ 85016 860777567 501(C)(3) 10000 0 GENERAL OPERATIONS 31 0 PART I, LINE 2: THE FOUNDATION RECEIVES SUBMISSIONS AND ACCEPTS GRANT NOMINATIONS ONCE A YEAR FROM ITS ASSOCIATES. THE PROPOSALS ARE THEN REVIEWED AND NARROWED DOWN BY A COMMITTEE, AFTER WHICH POTENTIAL RECIPIENTS ARE INVITED TO APPLY FORMALLY. GRANT AMOUNTS VARY YEAR AFTER YEAR, DEPENDING ON FUNDS RAISED AND THE NEED OF THE POTENTIAL RECIPIENT. FORM 990, PART I, LINE 6: BESIDES OUR BOARD OF DIRECTORS, WE HAVE VOLUNTEERS FROM THE MARSH & MCLENNAN AGENCY - WEST REGION WHO PROVIDE THE VOLUNTEER STAFF FOR OUR THREE GOLF FUNDRAISERS. FORM 990, PART VI, SECTION A, LINE 2 DIRECTORS ERIN QUIGLEY AND SAM QUIGLEY HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE PRESIDENT AND TREASURER PRIOR TO FILING, AND A COPY IS PROVIDED TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: (1) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, (2) HAS READ AND UNDERSTANDS THE POLICY, (3) HAS AGREED TO COMPLY WITH THE POLICY, AND (4) UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: (1) WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING. (2) WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE ORGANIZATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FARTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ADDITIONALLY, MUCH OF THIS INFORMATION IS AVAILABLE THROUGH CORPORATE FILINGS THAT BECOME PUBLIC RECORD.