Nonprofit · EIN 22-2779967
BERNICE BARBOUR FOUNDATION INC
Tax-exempt · PHILADELPHIA, PA 19103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,705,627 | $1,589,350 | $116,277 | $18,818,258 | $0 | $18,818,258 |
| December 31, 2023 | 990-PF | $1,067,125 | $1,266,685 | -$199,560 | $18,707,055 | $0 | $18,707,055 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $594,714
- Net gain from sales of assets
- $1,032,677
- Other income
- $78,236
Expenses
- Grants and similar amounts paid
- $1,175,638
- Compensation of officers, directors and key employees
- $120,469
- Disbursements for charitable purposes
- $1,418,858
- Excise tax on investment income
- $21,263
Balance sheet and other
- Total assets, start of year
- $18,707,055
- Total assets, end of year
- $18,818,258
- Total liabilities, end of year
- $0
- Net assets, end of year
- $18,818,258
- Fair market value of assets
- $25,571,361
- Qualifying distributions
- $1,418,858
- Net investment income
- $1,698,589
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 Champ 1650 Market St STE 4000, Philadelphia, PA 19103 | Executive Director and Trustee | 40 | $83,000 |
| Judith Little 1650 Market St STE 4000, Philadelphia, PA 19103 | Trustee | 1 | $15,469 |
| Sterling Champ 1650 Market St STE 4000, Philadelphia, PA 19103 | Treasurer | 2 | $3,000 |
| Kristina Lloyd 1650 Market St STE 4000, Philadelphia, PA 19103 | Trustee | 1 | $3,000 |
| Heather Lloyd 1650 Market St STE 4000, Philadelphia, PA 19103 | Trustee | 1 | $3,000 |
| Karen Lloyd 1650 Market St STE 4000, Philadelphia, PA 19103 | Trustee | 1 | $3,000 |
| Henry Turmon 1650 Market St STE 4000, Philadelphia, PA 19103 | President | 1 | $3,000 |
| Greg Little 1650 Market St STE 4000, Philadelphia, PA 19103 | Trustee | 1 | $3,000 |
| Jack Little 1650 Market St STE 4000, Philadelphia, PA 19103 | Trustee | 1 | $2,000 |
| Megan Turmon 1650 Market St STE 4000, Philadelphia, PA 19103 | Trustee | 1 | $2,000 |
990-PF for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kathryn Champ 3791 Hampstead Rd, La Canada, CA 91011 | Executive Director and Trustee | 40 | $73,667 |
| Sterling Champ 3791 Hampstead Rd, La Canada, CA 91011 | Treasurer | 2 | $2,000 |
| Judith Little 595 Madison Avenue Suite 3100, New York, NY 10022 | Trustee | 1 | $2,000 |
| Kristina Lloyd 12550 Sunnydale Drive, Wellington, FL 33414 | Trustee | 1 | $2,000 |
| Heather Lloyd 12482 Cypress Island Way, Wellington, FL 33414 | Trustee | 1 | $2,000 |
| Karen Lloyd 12482 Cypress Island Way, Wellington, FL 33414 | Trustee | 1 | $2,000 |
| Alicia Nogales 3855 Jackson Street, San Francisco, CA 94118 | Trustee | 1 | $2,000 |
| Henry Turmon 870 Ashbury Street, San Francisco, CA 94117 | President | 1 | $2,000 |
| GREG LITTLE 3855 JACKSON ST, SAN FRANCISCO, CA 94118 | TRUSTEE | 1 | $2,000 |
| Jacqueline Little 870 Ashbury St, San Francisco, CA 94117 | TRUSTEE | 1 | $2,000 |
| Eve Lloyd Thompson 12510 Mallet Circle, Wellington, FL 33414 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- C/O GLENMEDE TRUST CO NA 1650, PHILADELPHIA, PA 19103-0000
- In care of
- % GLENMEDE TRUST CO NA
- Signed the 990-PF
- KATHRYN L CHAMP, TRUSTEE
- Phone
- (215) 419-6000
- Website
- WWW.BERNICEBARBOUR.ORG
- Return prepared by
- THE GLENMEDE TRUST COMPANY NA
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
- 22-2779967
- 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
- 1987
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $18,818,258
- Income (IRS master file)
- $7,978,663
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,705,627 | $1,589,350 | $18,818,258 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,067,125 | $1,266,685 | $18,707,055 | 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-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 22-2779967).
Questions about BERNICE BARBOUR FOUNDATION INC
- What is the EIN of BERNICE BARBOUR FOUNDATION INC?
- The employer identification number (EIN) of BERNICE BARBOUR FOUNDATION INC is 22-2779967.
- Is BERNICE BARBOUR FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to BERNICE BARBOUR FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERNICE BARBOUR FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERNICE BARBOUR FOUNDATION INC 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 BERNICE BARBOUR FOUNDATION INC 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 BERNICE BARBOUR FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 10 people; 10 received compensation from the organization, the highest $83,000 (Kathryn Champ, Executive Director and Trustee).
- How much revenue does BERNICE BARBOUR FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,705,627, expenses of $1,589,350 and total assets of $18,818,258 at year end.
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