Sam R and Malcom Monroe Barnes Foundation

Tax-deductible

Trinity, TX501(c)(3)Foundations & GrantmakersEIN 75-2570146Revenue $23K in FY2024

On file with the IRSPo Box 1851, 75862-1851 · Trinity, TXTax-exempt since Jan 1996Private non-operating foundation

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501(c)(3) charity; gifts are tax-deductible.
Status: IRS Pub. 78

Before you give

FY2024 · Form 990-PFIndependent: 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-PF
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $5K a year · 21% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
990-PF Pt I · 5 filings
Cash reserves
167 mo
of spending, in cash
Looks good: 167.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$23K
-24% vs prior year
Spent
$22K
Net assets
$306K
By yearFY2020–FY2024
Revenue
$23K
FY2024▼ -24%
Tap a bar for its year
Revenue by fiscal year
FY2020$29K
FY2021$25K
FY2022$24K
FY2023$30K
FY2024$23K
Expenses
$22K
FY2024▲ +27%
Tap a bar for its year
Expenses by fiscal year
FY2020$23K
FY2021$21K
FY2022$21K
FY2023$17K
FY2024$22K
Net assets
$306K
FY2024+0.4%
Tap a bar for its year
Net assets by fiscal year
FY2020$284K
FY2021$289K
FY2022$292K
FY2023$305K
FY2024$306K

From the FY2024 Form 990 · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 1996.

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

Where the money goes

What each dollar paid for.

Grants & contributions paid 70% · $15K Operating & administrative 30% · $7K

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

6 people listed on the 990-PF.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
See Sam R and Malcom Monroe Barnes Foundation executive salaries →

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Programs and updates

A private foundation based in Trinity, TX.

Questions for Sam R and Malcom Monroe Barnes Foundation

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Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 7 grants · $15K · 2024–2024
Individual RecipientFY2024$4,175
Trinity High School PsychologistsFY2024$4,175
Blanche K Werner Public LibraryFY2024$1,392
Inspiration VillageTX · FY2024$1,392
Casa of Walker San Jacinto TrinityFY2024$1,392
American Red CrossFY2024$1,392
Individual RecipientFY2024$1,392

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV1
Average grantPart XV$2K
Median grantPart XV$1K
Largest grantPart XV$4K

By the numbers

The FY2024 990-PF, line by line.

1The main four
Money in
$23K
Investment income$13K
Gifts and grants$6K
Other income$3K
Money out
$22K
Grants paid$15K
Running costs$7K
Owns and owes
$306K
net assets
Cash and savings$306K
Total assets$306K
Liabilities$0
People
6
listed
Paid0
2In more detail
Revenue in detail
Gifts and grants$6K
Investment income$13K
Other income$3K
Total revenue$23K
Assets in detailEnd of year
Cash and savings together$306K
Total assets$306K
Liabilities$0
Net assets$306K
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $23K$22K$1K$306K 990 PDF
FY2023 $30K$17K$13K$305K 990 PDF
FY2022 $24K$21K$3K$292K 990 PDF
FY2021 $25K$21K$4K$289K 990 PDF
FY2020 $29K$23K$6K$284K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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