2025-09-08T19:06:32-05:00 2024-12-31 860683059 BEACHFLEISCHMAN PLLC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2024-01-01 270277068 BARNEY & BARNEY FOUNDATION BARN 8585877527 POST OFFICE BOX 85638 SAN DIEGO CA 92186 HAL DUNNING TREASURER 8585877527 2025-07-31 1 1 KELLY L MELTZER CPA P00633511 5203214600 2025-07-31 2024 2025-03-06 01:10:19Z PAUL HERING POST OFFICE BOX 85638 SAN DIEGO CA 92186 863237 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 55 0 0 498164 512449 0 0 47011 51080 -25436 -65549 519739 497980 461000 440000 0 0 0 0 0 0 0 29454 32982 490454 472982 29285 24998 2031047 2305282 16088 90607 2014959 2214675 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 440000 440000 THE BARNEY & BARNEY FOUNDATION HELD FOUR CHARITY GOLF EVENTS (3 ACTUAL, 1 AT A TOP GOLF FACILITY) IN 2024 THAT ALLOWED US TO RAISE OVER $396,000 AND MAKE $440,000 IN CONTRIBUTIONS TO 34 NON-PROFITS THAT SERVE OUR COMMUNITIES. 440000 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 461267 51182 2149 512449 49195 49195 18865 16980 1885 1885 1885 282728 461267 348277 -65549 -65549 497980 0 0 -14469 440000 440000 7600 7600 12199 12199 10754 10754 2429 2429 472982 440000 32982 0 84852 155345 96316 106470 21685 0 1828194 2043467 2031047 2305282 6088 5607 10000 85000 16088 90607 X 2014959 2214675 2014959 2214675 2031047 2305282 24998 174718 0 X 1 X 0 0 0 X 103463 342857 447360 498164 512449 1904293 103463 342857 447360 498164 512449 1904293 239629 1664664 27838 35821 32690 42598 49195 188142 1770 18981 20751 2113186 0.78780 0.80620 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 226680 127708 98972 4487 86434 798 17695 OC GOLF CLASSIC 201055 113955 87100 3527 70648 4525 700 4159 2 316260 219604 96656 113402 41902 743995 461267 282728 8014 270484 4525 1498 63756 348277 -65549 1 A NEW LEAF 868 E UNIVERSITY DR MESA AZ 85203 860256667 501(C)(3) 0 5000 GENERAL OPERATIONS ARIZONA AUTISM UNITED INC 5025 E WASHINGTON ST 212 PHOENIX AZ 85034 161738730 501(C)(3) 0 5000 GENERAL OPERATIONS ASSISTANCE LEAGUE OF SANTA ANA 1037 W FIRST ST SANTA ANA CA 92703 952126982 501(C)(3) 0 40000 GENERAL OPERATIONS AUTISM TREE PROJECT 4225 EXECUTIVE SQUARE STE 600 LA JOLLA CA 92037 710942573 501(C)(3) 0 40000 GENERAL OPERATIONS BABY JANE FOUNDATION 6939 S HARL AVE STE 2 TEMPE AZ 85283 933711948 501(C)(3) 0 5000 GENERAL OPERATIONS BREAST CANCER SOLUTIONS 25422 TRABUCO RD 105-167 LAKE FOREST CA 92630 330765783 501(C)(3) 0 25000 GENERAL OPERATIONS CHILD CRISIS ARIZONA 424 RIO SALADO PARKWAY MESA AZ 85201 860324144 501(C)(3) 0 5000 GENERAL OPERATIONS COASTAL ROOTS FARM 441 SAXONY RD ENCINITAS CA 92024 471570910 501(C)(3) 0 25000 GENERAL OPERATIONS COMMUNITY BRIDGES 1855 W BASELINE RD 101 MESA AZ 85202 942880847 501(C)(3) 0 10000 GENERAL OPERATIONS DAY FOR CHANGE 9171 TOWNE CENTRE DR STE 100 SAN DIEGO CA 92122 330904965 501(C)(3) 0 7500 GENERAL OPERATIONS EASTER SEALS NORTHERN CALIFORNIA 2730 SHADELANDS DR BLDG 10 WALNUT CREEK CA 94598 841839186 501(C)(3) 0 25000 GENERAL OPERATIONS FIRST STEP HOUSE OF NORTH COUNTY 3808 ADAMS ST CARLSBAD CA 92008 832699959 501(C)(3) 0 25000 GENERAL OPERATIONS FOLDS OF HONOR 8711 E PINNACLE RD PMB 326 SCOTTSDALE AZ 85255 301007297 501(C)(3) 0 4000 GENERAL OPERATIONS FRESH START WOMEN'S FOUNDATION 1130 E MCDOWELL RD PHOENIX AZ 85006 860762610 501(C)(3) 0 2500 GENERAL OPERATIONS GOMPERS 6601 N 27TH AVE PHOENIX AZ 85017 860098909 501(C)(3) 0 5000 GENERAL OPERATIONS HAV A SOLE 2940 GRACELAND WAY GLENDALE CA 91206 471674980 501(C)(3) 0 5000 GENERAL OPERATIONS HENRY OHLHOFF HOUSE 601 STEINER ST SAN FRANCISCO CA 94117 941422466 501(C)(3) 0 40000 GENERAL OPERATIONS HOMELESS YOUTH CONNECTION 9100 N 2ND STREET SUITE 301 PHOENIX AZ 85020 273182999 501(C)(3) 0 5000 GENERAL OPERATIONS HOME FUR GOOD 10220 N 32ND ST PHOENIX AZ 85028 270621954 501(C)(3) 0 5000 GENERAL OPERATIONS HORIZON HEALTH & WELLNESS 625 N PLAZA DR APACHE JUNCTION AZ 85120 860554593 501(C)(3) 0 5000 GENERAL OPERATIONS HUSHABYE NURSERY 2473 HIGLEY RD STE 104 PHOENIX AZ 85295 822737849 501(C)(3) 0 5000 GENERAL OPERATIONS LONG BEACH RESCUE MISSION 1430 PACIFIC AVE LONG BEACH CA 90813 952741506 501(C)(3) 0 25000 GENERAL OPERATIONS PHOENIX CHILDREN'S HOSPITAL 1919 E THOMAS RD PHOENIX AZ 85016 860422559 501(C)(3) 0 5000 GENERAL OPERATIONS POSITIVE RESOURCE CENTER 170 9TH ST SAN FRANCISCO CA 94103 943078431 501(C)(3) 0 25000 GENERAL OPERATIONS POSITIVE TEAMS INC 7031 CARROL RD SAN DIEGO CA 92121 330851474 501(C)(3) 0 5000 GENERAL OPERATIONS RUNNING FOR A BETTER OAKLAND PO BOX 20433 OAKLAND CA 94620 273509778 501(C)(3) 0 5000 GENERAL OPERATIONS SAN DIEGO FREEDOM RANCH 1777 BUCKMAN SPRINGS RD CAMPO CA 91906 952997398 501(C)(3) 0 25000 GENERAL OPERATIONS SCOTTSDALE CHARROS 10533 E LAKEVIEW DR SCOTTSDALE AZ 85258 866052796 501(C)(6) 0 5000 GENERAL OPERATIONS SO SAY WE ALL 6373 LAMBDA DR SAN DIEGO CA 92120 272586765 501(C)(3) 0 5000 GENERAL OPERATIONS SPECIAL OLYMPICS OF AZ 2455 N CITRUS RD BLDG 64 GOODYEAR AZ 85395 860307564 501(C)(3) 0 3500 GENERAL OPERATIONS THE CARE FUND 4800 NORTH SCOTTSDALE SUITE 6000 SCOTTSDALE AZ 85251 800563472 501(C)(3) 0 5000 GENERAL OPERATIONS THE LIFT FOUNDATION 1520 N EL CAMINO REAL UNIT 1 SAN CLEMENTE CA 92672 463217325 501(C)(3) 0 5000 GENERAL OPERATIONS TIMKEN MUSEUM OF ART 2500 FIFTH AVE STE 500 SAN DIEGO CA 92103 956037070 501(C)(3) 0 25000 GENERAL OPERATIONS UNOM NEW DAY CENTER 3333 E VAN BUREN PHOENIX AZ 85008 860521062 501(C)(3) 0 5000 GENERAL OPERATIONS 33 1 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.