WDM, IA
Margaret B Barry Foundation
Quick Facts
- EIN
- 426562404
- Location
- WDM, IA
- Category
- Health
- Total Assets
- $1.8M
- Annual Income
- $122K
- IRS Ruling Year
- 1998
- Organization Type
- Corporation
- Principal Officer
- % Trust Department
- Tax Deductibility
- Contributions are deductible
About This Foundation
Margaret B Barry Foundation is a private corporation based in WDM, IA. The foundation received its IRS ruling in 1998. The principal officer is % Trust Department. It holds total assets of $1.8M. Annual income is reported at $122K. The foundation operates in the area of health. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$288K
2023+30%
Total Assets
$1.9M
2023+11%
Fair Market Value
$5M
2023
Net Worth
$1.9M
2023
Grants Paid
$236K
2023
Contributions
$0
2023
Net Investment Income
$370K
2023
Distribution Amount
$0
2023
Total Giving by Year
$101K
07$222K
08$96K
09$149K
10$168K
11$163K
12$164K
13$93K
14$75K
15$174K
19$5K
20$216K
21$222K
22$288K
23Asset Growth
$1.5M
07$1.3M
08$1.4M
09$1.4M
10$1.3M
11$1.3M
12$1.3M
13$1.3M
14$1.4M
15$3.5M
19$3.6M
20$3.4M
21$1.7M
22$1.9M
23Investment Portfolio (2023)
Total: $1.1M
Corporate Stock: $679K
Corporate Bonds: $195K
Government Obligations: $228K
Corporate Stock (62%)
Corporate Bonds (18%)
Government Obligations (21%)
Expense Breakdown (2023)
Grants Paid$236K
Officer Compensation$3K
Accounting Fees$3K
Depreciation$2K
Revenue Sources (2023)
- Other Income
- $278K
- Gross Rents
- $93K
- Dividends
- $29K
Financial Details (2023)
- Total Revenue
- $400K
- Total Expenses
- $288K
- Exempt Purpose Expenses
- $236K
- Required Distribution
- $0
- Undistributed Income
- $0
- Total Liabilities
- $1
- Excise Tax
- $5K
- Tax Due
- $4K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
Grantmaking Insights
Total Grants
6
Total Giving
$595K
Average Grant
$99K
Median Grant
$91K
Total Giving by Year
$177K (2 grants)
20$182K (2 grants)
21$236K (2 grants)
23Grant Range
Min$89K
Max$118K
Median: $91K
Smallest grantLargest grant
Openness to New Grantees (2023)
0%
of 2023 grantees were first-time recipients
Geographic Distribution of Grants
AK
ME
VT
NH
WA
ID
MT
ND
MN
WI
MI
NY
MA
CT
RI
OR
NV
WY
SD
IA
IA: $297K (3)
IL
IL: $297K (3)
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
HI
TX
IA$297K (3)
IL$297K (3)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Iowa State University FoundationCancer Research | Ames, IA | $118K | 2023 |
| Northwestern UniversityLurie Cancer Center | Chicago, IL | $118K | 2023 |
| Iowa State University FoundationCancer Research | Ames, IA | $91K | 2021 |
| Northwestern UniversityLurie Cancer Center | Chicago, IL | $91K | 2021 |
| Iowa State University FoundationCancer Research | Ames, IA | $89K | 2020 |
| Northwestern Univ- MedicineLurie Cancer Center | Chicago, IL | $89K | 2020 |
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 |
| 2018-12 | 990PF | View Filing |
| 2017-12 | 990PF | View Filing |
| 2016-12 | 990PF | View Filing |
| 2015-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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