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Barney & Barney Foundation FY2023 filing

Tax-deductible

San Diego, CA501(c)(3)Foundations & Grantmakers EIN 27-0277068Revenue $520K in FY2023Latest return filed Sep 8, 2025

On file with the IRSbarneyandbarneyfoundation.orgSan 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

FY2023 · 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
4 mo
of spending, in cash
Plus $1.8M in investments, Pt X · Ln 11–13
Looks good: 4.4 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
$16K
0.8% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$520K
+2% vs prior year
Spent
$490K
To programs
94%
Net assets
$2.0M
By yearFY2020–FY2024
Revenue
$520K
FY2023▲ +2%
Tap a bar for its year
Revenue by fiscal year
FY2020$147K
FY2021$418K
FY2022$508K
FY2023$520K
FY2024$498K
Expenses
$490K
FY2023▲ +15%
Tap a bar for its year
Expenses by fiscal year
FY2020$224K
FY2021$361K
FY2022$427K
FY2023$490K
FY2024$473K
Net assets
$2.0M
FY2023▲ +14%
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 FY2023 Form 990 · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2023 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% · $461K Management & general 6% · $29K

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

Something off? Claim to add context

Who runs it and what they're paid

15 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
Sara Bennett
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
See Barney & Barney Foundation executive salaries →

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.

Questions for Barney & Barney Foundation

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1 program · $461K · in their own filed words · FY2023
01

The barney & barney foundation held four charity golf events (3 actual, 1 at a top golf facility) in 2023 that allowed us to raise over $450,000 and make over $450,000 in contributions to 31 non-profits that serve our communities.

$461Kprogram 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 FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$520K
Ln 12
Gifts and grantsLn 1h$498K
Investment incomeLn 3$47K
Money outPt IX
$490K
Ln 25
Programscol B$461K
Managementcol C$29K
Owns and owesPt X
$2.0M
net assets · Ln 32
Cash and savingsLn 1–2$181K
Total assetsLn 16$2.0M
LiabilitiesLn 26$16K
PeoplePt VI, VII
15
listed · VII A
PaidVII A0
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$498K
Fundraising eventsLn 1c$457K
Investment incomeLn 3$47K
Gains on assetsLn 7$4K
Total revenueLn 12$520K
Assets in detailPt X, end of year
CashLn 1$85K
SavingsLn 2$96K
Cash and savings togetherLn 1–2$181K
Prepaid expenses and deferred chargesLn 9$22K
InvestmentsLn 11–13$1.8M
Total assetsLn 16$2.0M
LiabilitiesLn 26$16K
Net assetsLn 32$2.0M
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 FY23End FY23
Cash and savingsLn 1–2$263K$181K
InvestmentsLn 11–13$1.6M$1.8M
Total assetsLn 16$1.9M$2.0M
LiabilitiesLn 26$91K$16K
Net assetsLn 32$1.8M$2.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$461K$461K
Accounting feesLn 11c$9K$9K
Investment management feesLn 11f$10K$10K
Office expensesLn 13$6K$6K
InsuranceLn 23$4K$4K
Total functional expensesLn 25$490K$461K$29K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Sep 8, 2025 $498K$473K$25K$2.2M 990 PDF
FY2023 ViewingFiled with the IRS Oct 4, 2024 $520K$490K$29K$2.0M 990 PDF
FY2022Filed with the IRS Nov 15, 2023 $508K$427K$81K$1.8M 990 PDF
FY2021Filed with the IRS Nov 14, 2022 $418K$361K$57K$2.0M 990 PDF
FY2020Filed with the IRS Nov 9, 2021 $147K$224K−$77K$1.8M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $519,739 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $447,360$498,164
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $41,379$47,011
I-11 Other revenuePrior year $18,981−$25,436
I-12 Total revenuePrior year $507,720$519,739
I-13 Grants and similar amounts paidPrior year $402,500$461,000
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 $24,194$29,454
I-18 Total expensesPrior year $426,694$490,454
I-19 Revenue less expensesPrior year $81,026$29,285
Part VI · Governance 15 of 15 board members independent, 4 to look at
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
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 $519,739 across 7 lines filed
VIII-1c Fundraising events$457,030
VIII-1f All other contributions, gifts and grants$41,134
VIII-1h Total contributions, gifts and grants$498,164
VIII-3 Investment incomeExcluded from tax $42,598$42,598
VIII-7 Net gain or loss on sales of assetsExcluded from tax $4,413$4,413
VIII-8 Net income from fundraising eventsExcluded from tax −$25,436−$25,436
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $21,575$519,739
Part IX · Statement of functional expenses $490,454 across 5 lines filed
IX-1 Grants to domestic organizationsPrograms $461,000$461,000
IX-11c Accounting feesManagement $9,000$9,000
IX-11f Investment management feesManagement $10,454$10,454
IX-13 Office expensesManagement $6,068$6,068
IX-23 InsuranceManagement $3,932$3,932
IX-25 Total functional expensesPrograms $461,000 · Management $29,454 · Fundraising $0$490,454
Part X · Balance sheet $2,031,047 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $156,726$84,852
X-2 Savings and temporary cash investmentsStart of year $106,682$96,316
X-9 Prepaid expenses and deferred charges$21,685
X-11 Publicly traded securitiesStart of year $1,594,254$1,828,194
X-16 Total assetsStart of year $1,857,662$2,031,047
X-17 Accounts payable and accrued expensesStart of year $81,121$6,088
X-18 Grants payableStart of year $10,000$10,000
X-26 Total liabilitiesStart of year $91,121$16,088
X-27 Net assets without donor restrictionsStart of year $1,766,541$2,014,959
X-32 Total net assets or fund balancesStart of year $1,766,541$2,014,959
X-33 Total liabilities and net assetsStart of year $1,857,662$2,031,047
Part XI · Reconciliation of net assets $2,014,959 net assets at year end
XI-1 Total revenue$519,739
XI-2 Total expenses$490,454
XI-3 Revenue less expenses$29,285
XI-4 Net assets at start of year$1,766,541
XI-5 Net unrealized gains (losses) on investments$219,133
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,014,959

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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