SARASOTA, FL
Charles And Margery Barancik Foundation
Quick Facts
- EIN
- 363442474
- Location
- SARASOTA, FL
- Category
- Philanthropy & Grantmaking
- Total Assets
- $577.8M
- Annual Income
- $66.3M
- IRS Ruling Year
- 1987
- Organization Type
- Corporation
- Principal Officer
- % Nmc
- Tax Deductibility
- Contributions are deductible
About This Foundation
Charles And Margery Barancik Foundation is a private corporation based in SARASOTA, FL. The foundation received its IRS ruling in 1987. The principal officer is % Nmc. It holds total assets of $577.8M. Annual income is reported at $66.3M. The foundation operates in the area of philanthropy & grantmaking. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$27.6M
2023-1%
Total Assets
$561.9M
2023+0%
Fair Market Value
$624.5M
2023
Net Worth
$561.9M
2023
Grants Paid
$25M
2023
Contributions
$15M
2023
Net Investment Income
$14.4M
2023
Distribution Amount
$28M
2023
Total Giving by Year
$27K
11$12K
12$3M
13$1.4M
14$2.2M
15$2.2M
16$5.4M
19$5.6M
20$13.4M
21$27.8M
22$27.6M
23Asset Growth
$49K
11$137K
12$98.8M
13$100.1M
14$99.8M
15$99.8M
16$93.2M
19$453.2M
20$551.7M
21$559.8M
22$561.9M
23Investment Portfolio (2023)
Total: $558.6M
Corporate Stock: $424.4M
Corporate Bonds: $134.2M
Cash: $27K
Corporate Stock (76%)
Corporate Bonds (24%)
Cash (0%)
Expense Breakdown (2023)
Grants Paid$25M
Officer Compensation$820K
Pension & Benefits$308K
Occupancy$129K
Travel & Conferences$61K
Accounting Fees$21K
Revenue Sources (2023)
- Contributions
- $15M
- Dividends
- $14.5M
- Capital Gains (Net)
- $176K
- Interest
- $67K
Financial Details (2023)
- Total Revenue
- $29.8M
- Total Expenses
- $27.6M
- Exempt Purpose Expenses
- $27.1M
- Required Distribution
- $28M
- Undistributed Income
- $27.8M
- Total Liabilities
- $1
- Excise Tax
- $200K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
Grantmaking Insights
Total Grants
50
Total Giving
$19M
Average Grant
$381K
Median Grant
$289K
Grant Range
Min$150K
Max$1.4M
Median: $289K
Smallest grantLargest grant
Geographic Distribution of Grants
AK
ME
VT
NH
WA
ID
MT
ND
MN
WI
MI
NY
MA
CT
RI
OR
NV
WY
SD
IA
IL
IL: $500K (1)
IN
OH
PA
NJ
CA
UT
CO
NE
MO
KY
WV
VA
MD
DE
DC
AZ
NM
KS
AR
TN
NC
SC
OK
LA
MS
AL
GA
FL
FL: $18.5M (49)
HI
TX
FL$18.5M (49)
IL$500K (1)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| The Florida Center For Early ChildhoodTo help build strong families and expand the potential of young children. | Sarasota, FL | $1.4M | 2023 |
| The Bay Park ConservancyTo support continued expansion of The Bay Park Conservancy. | Sarasota, FL | $1M | 2023 |
| First Step Of SarasotaTo support the No-Wrong Door strategy. | Sarasota, FL | $1M | 2023 |
| Sarasota Memorial Healthcare FoundationTo increase behavioral and mental health services in community. | Sarasota, FL | $1M | 2023 |
| All Faiths Food BankTo expand food insecurity screening programs in Sarasota and DeSoto counties. | Sarasota, FL | $815K | 2023 |
| Ymca Of Southwest FloridaTo continue and define an early learning model to address critical issues in child development. | Venice, FL | $668K | 2023 |
| Centerplace HealthTo support affordable healthcare to a diverse population. | Sarasota, FL | $650K | 2023 |
| Big Brothers Big Sisters Of The Sun CoastTo support new centralized headquarters and mentoring center. | Venice, FL | $650K | 2023 |
| Harvest HouseTo support capacity building. | Sarasota, FL | $600K | 2023 |
| UnidosnowTo build capacity at organization and create an endowed fund. | Sarasota, FL | $550K | 2023 |
| Safe Children CoalitionTo support the construction of a new youth shelter for children in foster care. | Sarasota, FL | $500K | 2023 |
| Easterseals Southwest FloridaTo support autism services. | Sarasota, FL | $500K | 2023 |
| Chicago Zoological SocietyTo support the Sarasota Dolphin Research Program as it engages in conservation work to better understand and benefit the long-term resident dolphins of Sarasota Bay and our shared ecosystem. | Brookfield, IL | $500K | 2023 |
| Child Protection CenterTo support prevention, intervention and treatment of child abuse. | Sarasota, FL | $450K | 2023 |
| Project 180 SarasotaTo support the purchase of another house. | Sarasota, FL | $450K | 2023 |
| State College Of Florida FoundationTo support training of Elementary Educators and to increase access for underserved. | Bradenton, FL | $429K | 2023 |
| Hermitage Artist RetreatTo support organizational capacity building. | Englewood, FL | $400K | 2023 |
| Wusf Public MediaTo create a more informed citizenry through quality news coverage of local stories. | Tampa, FL | $399K | 2023 |
| Sarasota Memorial Healthcare FoundationTo provide match funds to support the long-term sustainability of First 1,000 Days Suncoast. | Sarasota, FL | $350K | 2023 |
| Ymca Of Southwest FloridaThe Early Learning Directors Collaborative ensures childcare professionals have the resources they need to prepare children for kindergarten and beyond. | Venice, FL | $346K | 2023 |
| Turning PointsBuilding navigator capacity and assessing new revenue streams. | Bradenton, FL | $316K | 2023 |
| Samaritan Counseling Services Of The Gulf CoastTo increase capacity and train additional mental health professionals. | Sarasota, FL | $300K | 2023 |
| Boys & Girls Clubs Of Sarasota And Desoto CountiesTo support salary increases and teen programming. | Sarasota, FL | $300K | 2023 |
| The Greater Sarasota Chamber Of Commerce FoundationTo support Opportunities for All. | Sarasota, FL | $300K | 2023 |
| Southface InstituteTo conserve energy resources and help protect the environment. | Sarasota, FL | $300K | 2023 |
| Step Up SuncoastTo support capacity building efforts to assist with case management and financial support for clients. | Sarasota, FL | $279K | 2023 |
| Equality Florida InstituteTo support LGBTQ parents, children, and other youth. | St Petersburg, FL | $250K | 2023 |
| We Care ManateeTo build capacity at organization and launch collaborative. | Bradenton, FL | $250K | 2023 |
| Harvest HouseTo support the organization as it expands its facilities and service offerings. | Sarasota, FL | $250K | 2023 |
| Florida Policy InstituteTo support a position focused on housing. | Orlando, FL | $230K | 2023 |
| The Children'S MovementTo engage parents in strategies to expand quality early learning. | Miami, FL | $225K | 2023 |
| Women'S Resource CenterTo provide unrestricted funding. | Sarasota, FL | $225K | 2023 |
| Project Light Of ManateeTo support the advancement of adult learners through English proficiency. | Bradenton, FL | $215K | 2023 |
| Girls Incorporated Of Sarasota CountyTo support the Family Strengthening Program interventions. | Sarasota, FL | $213K | 2023 |
| Take Stock In Children Of Sarasota CountyTo increase organizational capacity. | Sarasota, FL | $200K | 2023 |
| Truly ValuedTo support organizational capacity building. | Palmetto, FL | $200K | 2023 |
| Manatee County Sheriff'S OfficeTo support reentry navigators. | Bradenton, FL | $193K | 2023 |
| Children FirstTo expand parenting education, family advocacy and vocational coaching services to families whose children attend Children First. | Sarasota, FL | $184K | 2023 |
| The Twig CaresTo support the expansion of operations in Venice. | Venice, FL | $180K | 2023 |
| Florida Policy InstituteUnrestricted funding to allow the organization to advance their mission and work. | Orlando, FL | $175K | 2023 |
| Suncoast WaterkeeperTo build capacity, map Sarasota Bay mangroves and increase communication efforts | Sarasota, FL | $175K | 2023 |
| Mothers Helping MothersTo build a suite of wrap-around services at the organization's Sarasota drop-in center. | Sarasota, FL | $175K | 2023 |
| Mote Marine LaboratoryTo fund the Directorship of the Red Tide Institute. Mote recruited Dr. Cynthia Heil, a widely respected red tide algal bloom expert, to lead the newly created institute. | Sarasota, FL | $165K | 2023 |
| Links To SuccessTo support organizational capacity building. | Arcadia, FL | $155K | 2023 |
| Healthy TeensTo support current operations and Sarasota expansion. | Bradenton, FL | $150K | 2023 |
| Second Chance Last OpportunityTo build capacity at organization and provide emergency assistance funding. | Sarasota, FL | $150K | 2023 |
| FunducationTo support capacity building. | Lakewood Ranch, FL | $150K | 2023 |
| State College Of Florida FoundationTo development of an evening and weekend nursing program. | Bradenton, FL | $150K | 2023 |
| Westcoast Black Theatre TroupeTo support education and training focused on BIPOC. | Sarasota, FL | $150K | 2023 |
| Manatee Education FoundationTo support student/family needs in Manatee County. | Bradenton, FL | $150K | 2023 |
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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