Nonprofit · EIN 13-6268289
J M R BARKER FOUNDATION
Tax-exempt · WALTHAM, MA 02451
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,645,434 | $3,632,758 | -$987,324 | $84,521,329 | $525,840 | $83,995,489 |
| December 31, 2023 | 990-PF | $1,792,534 | $4,999,475 | -$3,206,941 | $79,306,649 | $1,517,400 | $77,789,249 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,268,235
- Interest
- $269,281
- Net gain from sales of assets
- $849,317
- Other income
- $258,601
Expenses
- Grants and similar amounts paid
- $2,690,392
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $3,937,680
- Excise tax on investment income
- $26,129
Balance sheet and other
- Total assets, start of year
- $79,306,649
- Total assets, end of year
- $84,521,329
- Total liabilities, end of year
- $525,840
- Net assets, end of year
- $83,995,489
- Fair market value of assets
- $84,521,329
- Qualifying distributions
- $3,937,680
- Net investment income
- $2,643,709
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHRYN E BARKER 11411 ALBANO ROAD, BARBOURSVILLE, VA 22923 | PRESIDENT & DIRECTOR | 0.5 | $0 |
| WILLIAM S BARKER 9 ADELINE WAY, ACTON, MA 01720 | VICE PRESIDENT & DIRECTOR | 0.5 | $0 |
| MARGARET S B MOORE 4613 CAMACHO STREET, AUSTIN, TX 78723 | TREASURER & DIRECTOR | 0.5 | $0 |
| J BARRY TUBMAN 230 3RD AVENUE 6TH FLOOR, WALTHAM, MA 02451 | SECRETARY | 2 | $0 |
| JAMES R BARKER 10 NAOMI DRIVE, GLOUCESTER, MA 01930 | DIRECTOR | 0.5 | $0 |
| ANNE CHRISTINE BARKER 10 NAOMI DRIVE, GLOUCESTER, MA 01930 | DIRECTOR | 0.5 | $0 |
| ROBERT P CONNOR 26 GREEN MEADOW LANE, KIAWAH ISLAND, SC 29455 | DIRECTOR (UNTIL 06/24) | 0.5 | $0 |
| MARGARET G BLAKELOCK 9 SAWGRASS DRIVE SOUTH, PONTE VEDRA BEACH, FL 32082 | DIRECTOR | 0.5 | $0 |
| ADAM P KAHN 100 CRAFTSLAND ROAD, CHESTNUT HILL, MA 02467 | DIRECTOR | 0.5 | $0 |
| MARGARET B CLARK 26 PENN ROAD 327, HANOVER, NH 03755 | DIRECTOR | 0.5 | $0 |
| KRISTINA P KOUTRAKOS 888 EQUINOX RIDGE, EARLYSVILLE, VA 22936 | DIRECTOR (AS OF 06/24 ) | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHRYN E BARKER 11411 ALBANO ROAD, BARBOURSVILLE, VA 22923 | PRESIDENT & DIRECTOR | 0.5 | $0 |
| MARGARET B CLARK 26 PENN ROAD 327, HANOVER, NH 03755 | VICE PRESIDENT & DIRECTOR | 0.5 | $0 |
| ROBERT P CONNOR 26 GREEN MEADOW LANE, KIAWAH ISLAND, SC 29455 | TR/ASST SECR & DIRECTOR | 0.5 | $0 |
| J BARRY TUBMAN 230 3RD AVENUE 6TH FLOOR, WALTHAM, MA 02451 | SECRETARY | 2 | $0 |
| JAMES R BARKER 10 NAOMI DRIVE, GLOUCESTER, MA 01930 | DIRECTOR | 0.5 | $0 |
| ANNE CHRISTINE BARKER 10 NAOMI DRIVE, GLOUCESTER, MA 01930 | DIRECTOR | 0.5 | $0 |
| WILLIAM S BARKER 9 ADELINE WAY, ACTON, MA 01720 | DIRECTOR | 0.5 | $0 |
| MARGARET G BLAKELOCK 9 SAWGRASS DRIVE SOUTH, PONTE VEDRA BEACH, FL 32082 | DIRECTOR | 0.5 | $0 |
| ADAM P KAHN 100 CRAFTSLAND ROAD, CHESTNUT HILL, MA 02467 | DIRECTOR | 0.5 | $0 |
| MARGARET S B MOORE 4613 CAMACHO STREET, AUSTIN, TX 78723 | DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 230 3RD AVE STE 6, WALTHAM, MA 02451-7542
- In care of
- % BALLENTINE PARTNERS LLC
- Signed the 990-PF
- KATHRYN E BARKER, PRESIDENT & DIRECTOR
- Phone
- (781) 314-1300
- Return prepared by
- KAHN LITWIN RENZA & CO LTD
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-6268289
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1968
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $84,521,329
- Income (IRS master file)
- $3,236,465
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,645,434 | $3,632,758 | $84,521,329 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,792,534 | $4,999,475 | $79,306,649 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-6268289).
Questions about J M R BARKER FOUNDATION
- What is the EIN of J M R BARKER FOUNDATION?
- The employer identification number (EIN) of J M R BARKER FOUNDATION is 13-6268289.
- Is J M R BARKER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to J M R BARKER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does J M R BARKER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of J M R BARKER FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did J M R BARKER FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of J M R BARKER FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
- How much revenue does J M R BARKER FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,645,434, expenses of $3,632,758 and total assets of $84,521,329 at year end.
Other nonprofits in WALTHAM
- BRANDEIS UNIVERSITY EIN 04-2103552 · last filed 990 for 2025
- BENTLEY UNIVERSITY EIN 04-1081650 · last filed 990 for 2025
- EDUCATION DEVELOPMENT CENTER INC EIN 04-2241718 · last filed 990 for 2025
- MASSACHUSETTS MEDICAL SOCIETY EIN 04-2050773 · last filed 990 for 2025
- SPRINGWELL INC EIN 04-2616064 · last filed 990 for 2025
- NEW ENGLAND ORGAN BANK INC EIN 23-7024479 · last filed 990 for 2024
- PROTEUS FUND INC EIN 04-3243004 · last filed 990 for 2024
- JEWISH FAMILY AND CHILDRENS SERVICE EIN 04-2104356 · last filed 990 for 2025