Nonprofit · EIN 27-0277068
BARNEY & BARNEY FOUNDATION
Tax-exempt · SAN DIEGO, CA 92186
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $497,980 | $472,982 | $24,998 | $2,305,282 | $90,607 | $2,214,675 |
| December 31, 2023 | 990 | $519,739 | $490,454 | $29,285 | $2,031,047 | $16,088 | $2,014,959 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $512,449
- Program service revenue
- $0
- Investment income
- $51,080
- Net gain from sales of assets
- $1,885
- Net income from fundraising events
- -$65,549
- Other revenue
- -$65,549
Expenses
- Grants and similar amounts paid
- $440,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $7,600
- Program services (functional)
- $440,000
- Management and general (functional)
- $32,982
Balance sheet and other
- Total assets, start of year
- $2,031,047
- Total assets, end of year
- $2,305,282
- Total liabilities, end of year
- $90,607
- Net assets, end of year
- $2,214,675
- Publicly traded securities
- $2,043,467
- Net assets without donor restrictions
- $2,214,675
- Gross receipts
- $863,237
- Employees
- 0
- Volunteers
- 55
- Year formed
- 2009
- State of legal domicile
- CA
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL BAILEY | DIRECTOR Trustee or director | 0.3 | $0 |
| ALLISON BARNEY | DIRECTOR Trustee or director | 0.3 | $0 |
| SARA BENNETT | DIRECTOR Trustee or director | 0.3 | $0 |
| AMY BRUTTO | DIRECTOR Trustee or director | 0.3 | $0 |
| TYLER DUNNIGAN | DIRECTOR Trustee or director | 0.3 | $0 |
| RENEE HELLMAN | DIRECTOR Trustee or director | 0.3 | $0 |
| ERIN QUIGLEY | DIRECTOR Trustee or director | 0.3 | $0 |
| SAM QUIGLEY | DIRECTOR Trustee or director | 0.3 | $0 |
| TRINDL REEVES | DIRECTOR Trustee or director | 0.3 | $0 |
| STEVE SHEA | DIRECTOR Trustee or director | 0.3 | $0 |
| CHRIS WILLIAMS | SECRETARY Trustee or director, Officer | 0.3 | $0 |
| PAUL HERING | PRESIDENT AND CHAIR Trustee or director, Officer | 1 | $0 |
| MAGGIE ALVARADO | CHAIR OF GRANTS COMMITTEE Trustee or director | 1 | $0 |
| BILL PEARTREE | CHAIR OF INVESTMENT COMMITTEE Trustee or director | 0.5 | $0 |
| HAL DUNNING | TREASURER Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL BAILEY | DIRECTOR Trustee or director | 0.3 | $0 |
| ALLISON BARNEY | DIRECTOR Trustee or director | 0.3 | $0 |
| SARA BENNETT | DIRECTOR Trustee or director | 0.3 | $0 |
| AMY BRUTTO | DIRECTOR Trustee or director | 0.3 | $0 |
| TYLER DUNNIGAN | DIRECTOR Trustee or director | 0.3 | $0 |
| RENEE HELLMAN | DIRECTOR Trustee or director | 0.3 | $0 |
| ERIN QUIGLEY | DIRECTOR Trustee or director | 0.3 | $0 |
| SAM QUIGLEY | DIRECTOR Trustee or director | 0.3 | $0 |
| TRINDL REEVES | DIRECTOR Trustee or director | 0.3 | $0 |
| STEVE SHEA | DIRECTOR Trustee or director | 0.3 | $0 |
| CHRIS WILLIAMS | SECRETARY Trustee or director, Officer | 0.3 | $0 |
| PAUL HERING | PRESIDENT AND CHAIR Trustee or director, Officer | 1 | $0 |
| MAGGIE ALVARADO | CHAIR OF GRANTS COMMITTEE Trustee or director | 1 | $0 |
| BILL PEARTREE | CHAIR OF INVESTMENT COMMITTEE Trustee or director | 0.5 | $0 |
| HAL DUNNING | TREASURER Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 85638, SAN DIEGO, CA 92186-5638
- In care of
- % HAL DUNNING
- Principal officer (990 for 2024)
- PAUL HERING, POST OFFICE BOX 85638, SAN DIEGO, CA 92186
- Signed the 990
- HAL DUNNING, TREASURER
- Phone
- (858) 587-7527
- Return prepared by
- BEACHFLEISCHMAN PLLC
California records
California keeps its own records of charities and corporations. Search them by EIN 27-0277068 or by the name BARNEY & BARNEY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
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.
Program accomplishments
- 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.Expenses $440,000 · grants $440,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 27-0277068
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $2,305,282
- Income (IRS master file)
- $863,237
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $497,980 | $472,982 | $2,305,282 | XML |
| 990 | December 2023 | $519,739 | $490,454 | $2,031,047 | XML |
| 990 | December 2022 | $507,720 | $426,694 | $1,857,662 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | 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 27-0277068).
Questions about BARNEY & BARNEY FOUNDATION
- What is the EIN of BARNEY & BARNEY FOUNDATION?
- The employer identification number (EIN) of BARNEY & BARNEY FOUNDATION is 27-0277068.
- Is BARNEY & BARNEY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to BARNEY & BARNEY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BARNEY & BARNEY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BARNEY & BARNEY 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 BARNEY & BARNEY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of BARNEY & BARNEY FOUNDATION?
- The 990 for the year ended December 31, 2024 names PAUL HERING.
- Who are the officers and directors of BARNEY & BARNEY FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 15 people; 0 received compensation from the organization.
- How much revenue does BARNEY & BARNEY FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $497,980, expenses of $472,982 and total assets of $2,305,282 at year end.
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