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Barney & Barney Foundation FY2022 filing

Tax-deductible

San Diego, CA501(c)(3)Foundations & Grantmakers EIN 27-0277068Revenue $508K in FY2022

On file with the IRSbarneyandbarneyfoundation.orgPo Box 85638, 92186-5638 · San Diego, CATax-exempt since Jul 2009Publicly supported charity — 170(b)(1)(A)(vi)

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Provide funding to organizations that serve youth, advance the arts, stand against societal injustice and protect the environment.

501(c)(3) charity; gifts are tax-deductible.
94¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $23K a year · 5% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
94%
of spending
Looks good: 94% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
7 mo
of spending, in cash
Plus $1.6M in investments, Pt X · Ln 11–13
Looks good: 7.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $52K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$91K
5% of total assets
Looks good: liabilities are 5% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$508K
+22% vs prior year
Spent
$427K
To programs
94%
Net assets
$1.8M
By yearFY2020–FY2024
Revenue
$508K
FY2022▲ +22%
Tap a bar for its year
Revenue by fiscal year
FY2020$147K
FY2021$418K
FY2022$508K
FY2023$520K
FY2024$498K
Expenses
$427K
FY2022▲ +18%
Tap a bar for its year
Expenses by fiscal year
FY2020$224K
FY2021$361K
FY2022$427K
FY2023$490K
FY2024$473K
Net assets
$1.8M
FY2022▼ -11%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.8M
FY2021$2.0M
FY2022$1.8M
FY2023$2.0M
FY2024$2.2M

From the FY2022 Form 990 · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 2009.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

94 cents of each dollar spent went to programs.

Program services 94% · $402K Management & general 6% · $24K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

12 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Sara Bennet
Director
$0Pt VII · Sec A
Amy Brutto
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Erin Quigley
Director
$0Pt VII · Sec A
Sam Quigley
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See Barney & Barney Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds groups supporting youth, arts, social justice, and environmental protection.

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Provided by the organization

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1 program · $402K · in their own filed words · FY2022
01

The barney & barney foundation held three charity golf events in 2022 that allowed us to raise over $498,000 and make over $400,000 in contributions to 23 non-profits that serve our communities.

$402Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Donor Advised Charitable Giving INCFY2024$20K
The San Diego FoundationFY2024$18K
Intact Charitable Trust USAFY2024$15K
Total grants receivedfrom 3 funders$52K
See all 3 funders →
Grants paid · 71 grants · $1.4M · 2020–2023
The Elizabeth Hospice INCCA · FY2023$40,000
Miracles for Kids INCCA · FY2023$40,000
Human Options INCCA · FY2023$40,000
Family House INCCA · FY2023$30,000
Band of Parents INCNY · FY2023$30,000
Apa Family Support ServicesCA · FY2023$30,000
St Madeleine Sophies Training CenterCA · FY2023$25,000
Pro Kids Golf Academy INCCA · FY2023$25,000
North County Lifeline INC DBA Lifeline Community ServicesCA · FY2023$25,000
Big Brothers Big Sisters of San Diego County INCCA · FY2023$25,000
Beit T'ShuvahCA · FY2023$25,000
Valleywise Health FoundationAZ · FY2023$10,000
The Centers for HabilitationtchAZ · FY2023$10,000
Lutheran Social Services of the SouthwestAZ · FY2023$10,000
Day for ChangeCA · FY2023$10,000
Community Bridges INCAZ · FY2023$10,000
Children in Need FoundationAZ · FY2023$6,000
Umom New Day Centers INCAZ · FY2023$5,000
See all 71 grants →

By the numbers

The FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$508K
Ln 12
Gifts and grantsLn 1h$447K
Investment incomeLn 3$41K
Other incomeLn 4–11$19K
Money outPt IX
$427K
Ln 25
Programscol B$402K
Managementcol C$24K
Owns and owesPt X
$1.8M
net assets · Ln 32
Cash and savingsLn 1–2$263K
Total assetsLn 16$1.9M
LiabilitiesLn 26$91K
PeoplePt VI, VII
12
listed · VII A
PaidVII A0
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$447K
Fundraising eventsLn 1c$412K
Investment incomeLn 3$41K
Other incomeLn 4–11$19K
Gains on assetsLn 7$9K
Total revenueLn 12$508K
Assets in detailPt X, end of year
CashLn 1$157K
SavingsLn 2$107K
Cash and savings togetherLn 1–2$263K
InvestmentsLn 11–13$1.6M
Total assetsLn 16$1.9M
LiabilitiesLn 26$91K
Net assetsLn 32$1.8M
OperationsPt I, VI
EmployeesI 50
VolunteersI 630
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$145K$263K
InvestmentsLn 11–13$1.9M$1.6M
Total assetsLn 16$2.0M$1.9M
LiabilitiesLn 26$11K$91K
Net assetsLn 32$2.0M$1.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$402K$402K
Accounting feesLn 11c$8K$8K
Investment management feesLn 11f$10K$10K
Office expensesLn 13$4K$4K
InsuranceLn 23$3K$3K
Total functional expensesLn 25$427K$402K$24K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $498K$473K$25K$2.2M 990 PDF
FY2023 $520K$490K$29K$2.0M 990 PDF
FY2022 Viewing $508K$427K$81K$1.8M 990 PDF
FY2021 $418K$361K$57K$2.0M 990 PDF
FY2020 $147K$224K−$77K$1.8M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $507,720 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $342,857$447,360
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $73,067$41,379
I-11 Other revenuePrior year $1,770$18,981
I-12 Total revenuePrior year $417,694$507,720
I-13 Grants and similar amounts paidPrior year $341,590$402,500
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $19,478$24,194
I-18 Total expensesPrior year $361,068$426,694
I-19 Revenue less expensesPrior year $56,626$81,026
Part VI · Governance 12 of 12 board members independent, 4 to look at
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
VI-2 Family or business relationship among officers or directorsYes
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $507,720 across 7 lines filed
VIII-1c Fundraising events$411,730
VIII-1f All other contributions, gifts and grants$35,630
VIII-1h Total contributions, gifts and grants$447,360
VIII-3 Investment incomeExcluded from tax $32,690$32,690
VIII-7 Net gain or loss on sales of assetsExcluded from tax $8,689$8,689
VIII-8 Net income from fundraising eventsExcluded from tax $18,981$18,981
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $60,360$507,720
Part IX · Statement of functional expenses $426,694 across 5 lines filed
IX-1 Grants to domestic organizationsPrograms $402,500$402,500
IX-11c Accounting feesManagement $7,600$7,600
IX-11f Investment management feesManagement $9,658$9,658
IX-13 Office expensesManagement $4,404$4,404
IX-23 InsuranceManagement $2,532$2,532
IX-25 Total functional expensesPrograms $402,500 · Management $24,194 · Fundraising $0$426,694
Part X · Balance sheet $1,857,662 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $39,638$156,726
X-2 Savings and temporary cash investmentsStart of year $105,296$106,682
X-11 Publicly traded securitiesStart of year $1,852,475$1,594,254
X-16 Total assetsStart of year $2,004,509$1,857,662
X-17 Accounts payable and accrued expensesStart of year $3,035$81,121
X-18 Grants payableStart of year $7,500$10,000
X-26 Total liabilitiesStart of year $10,535$91,121
X-27 Net assets without donor restrictionsStart of year $1,993,974$1,766,541
X-32 Total net assets or fund balancesStart of year $1,993,974$1,766,541
X-33 Total liabilities and net assetsStart of year $2,004,509$1,857,662
Part XI · Reconciliation of net assets $1,766,541 net assets at year end
XI-1 Total revenue$507,720
XI-2 Total expenses$426,694
XI-3 Revenue less expenses$81,026
XI-4 Net assets at start of year$1,993,974
XI-5 Net unrealized gains (losses) on investments−$308,459
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,766,541

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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