FARGO, ND
The Barry Foundation
Quick Facts
- EIN
- 205767275
- Location
- FARGO, ND
- Category
- Philanthropy & Grantmaking
- Total Assets
- $54.9M
- Annual Income
- $24.7M
- IRS Ruling Year
- 2015
About This Foundation
The Barry Foundation is a private foundation based in FARGO, ND. The foundation received its IRS ruling in 2015. It holds total assets of $54.9M. Annual income is reported at $24.7M. The foundation operates in the area of philanthropy & grantmaking.
View 990 FilingsFinancial Overview
Total Giving
$2.6M
2023+2%
Total Assets
$49.2M
2023+9%
Fair Market Value
$49.2M
2023
Net Worth
$49.1M
2023
Grants Paid
$1.4M
2023
Contributions
$598K
2023
Net Investment Income
$1.2M
2023
Distribution Amount
$2.3M
2023
Total Giving by Year
$2.6M
19$2.4M
20$2.4M
21$2.5M
22$2.6M
23Asset Growth
$46M
19$49M
20$54.8M
21$45.1M
22$49.2M
23Investment Portfolio (2023)
Total: $38.5M
Corporate Stock: $29.8M
Corporate Bonds: $8.7M
Other Investments: $9.4M
Corporate Stock (62%)
Corporate Bonds (18%)
Other Investments (20%)
Expense Breakdown (2023)
Grants Paid$1.4M
Officer Compensation$304K
Pension & Benefits$65K
Occupancy$51K
Legal Fees$35K
Travel & Conferences$34K
Accounting Fees$20K
Printing & Publications$12K
Depreciation$1K
Revenue Sources (2023)
- Dividends
- $1M
- Contributions
- $598K
- Capital Gains (Net)
- $77K
Financial Details (2023)
- Total Revenue
- $1.7M
- Total Expenses
- $2.6M
- Exempt Purpose Expenses
- $2.3M
- Required Distribution
- $2.3M
- Undistributed Income
- $0
- Total Liabilities
- $93K
- Excise Tax
- $17K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
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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