James T And Diana P Barnesfoundation Inc

Winter Park, FL
Tax-exempt since June 2007
EIN: 20-8054616

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$181k (2024)

Expenses

$234k (2024)

Total Assets

$2.56M (2024)

Total Liabilities

$0 (2024)

Years with multiple filings

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$180,772

Expenses

$233,936

Net Income

-$53,164

Net Assets

$2,563,815

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,604	0.9%
Dividends	$77,386	42.8%
Sales of Assets	$96,914	53.6%
Other Income	$4,868	2.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$180,990	77.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,563,815
Total Liabilities	$0
Net Assets	$2,563,815

Compensation

Key Employees and Officers	Compensation	Other
James T Barnes Jr (Pres/Dir)	$0	$0
Diana P Barnes (Sec/Dir)	$0	$0
J Lesley Moulton (Ast S & Trea)	$0	$0
Rex V Mcpherson Ii (Director)	$0	$0
David J Jasmund (Director)	$0	$0

+ View more people

990-PF

Filed on May 12, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$80,829

Expenses

$258,830

Net Income

-$178,001

Net Assets

$2,616,979

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$904	1.1%
Dividends	$76,507	94.7%
Sales of Assets	$3,418	4.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$181,890	70.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,616,979
Total Liabilities	$0
Net Assets	$2,616,979

Compensation

Key Employees and Officers	Compensation	Other
James T Barnes Jr (Pres/Dir)	$0	$0
Diana P Barnes (Sec/Dir)	$0	$0
J Lesley Moulton (Ast S & Trea)	$0	$0
Rex V Mcpherson Ii (Director)	$0	$0
David J Jasmund (Director)	$0	$0

+ View more people

990-PF

Filed on April 30, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$489,573

Expenses

$296,152

Net Income

$193,421

Net Assets

$2,794,980

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$286	0.1%
Dividends	$63,640	13.0%
Sales of Assets	$425,647	86.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$222,040	75.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,794,980
Total Liabilities	$0
Net Assets	$2,794,980

Compensation

Key Employees and Officers	Compensation	Other
James T Barnes Jr (Pres/Dir)	$0	$0
Diana P Barnes (Sec/Dir)	$0	$0
J Lesley Moulton (Ast S & Trea)	$0	$0
Rex V Mcpherson Ii (Director)	$0	$0
David J Jasmund (Director)	$0	$0

+ View more people

990-PF

Filed on May 11, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$278,314

Expenses

$253,882

Net Income

$24,432

Net Assets

$2,601,559

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$86	0.0%
Dividends	$63,594	22.8%
Sales of Assets	$214,634	77.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$172,190	67.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,601,559
Total Liabilities	$0
Net Assets	$2,601,559

Compensation

Key Employees and Officers	Compensation	Other
James T Barnes Jr (Pres/Tr/Dir)	$0	$0
Diana P Barnes (Sec/Dir)	$0	$0
J Lesley Moulton (Ast S/Ast T)	$0	$0
Rex V Mcpherson Ii (Director)	$0	$0
David J Jasmund (Director)	$0	$0

+ View more people

990-PF

Filed on May 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$95,203

Expenses

$222,207

Net Income

-$127,004

Net Assets

$2,577,126

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$307	0.3%
Dividends	$51,588	54.2%
Sales of Assets	$43,308	45.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$160,740	72.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,577,127
Total Liabilities	$1
Net Assets	$2,577,126

Compensation

Key Employees and Officers	Compensation	Other
James T Barnes Jr (Pres/Tr/Dir)	$0	$0
Diana P Barnes (Sec/Dir)	$0	$0
J Lesley Moulton (Ast S/Ast T)	$0	$0
Rex V Mcpherson Ii (Director)	$0	$0

+ View more people

990-PF

Filed on May 11, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$110,954

Expenses

$239,539

Net Income

-$128,585

Net Assets

$2,704,130

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,174	1.1%
Dividends	$66,080	59.6%
Sales of Assets	$38,807	35.0%
Other Income	$4,893	4.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$172,099	71.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,704,131
Total Liabilities	$1
Net Assets	$2,704,130

Compensation

Key Employees and Officers	Compensation	Other
James T Barnes Jr (Pres/Tr/Dir)	$0	$0
Diana P Barnes (Sec/Dir)	$0	$0
J Lesley Moulton (Ast S/Ast T)	$0	$0
Rex V Mcpherson Ii (Director)	$0	$0

+ View more people

990-PF

Filed on April 28, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$87,221

Expenses

$242,192

Net Income

-$154,971

Net Assets

$2,832,716

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$716	0.8%
Dividends	$66,974	76.8%
Sales of Assets	$19,531	22.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$163,410	67.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,832,716
Total Liabilities	$0
Net Assets	$2,832,716

Compensation

Key Employees and Officers	Compensation	Other
James T Barnes Jr (Pres/Tr/Dir)	$0	$0
Diana P Barnes (Sec/Dir)	$0	$0
J Lesley Moulton (Ast S/Ast T)	$0	$0
Rex V Mcpherson Ii (Director)	$0	$0

+ View more people

990-PF

Filed on May 1, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$325,035

Expenses

$100,822

Net Income

$224,213

Net Assets

$2,987,687

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,162	1.6%
Dividends	$38,808	11.9%
Sales of Assets	$281,065	86.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$74,712	74.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,987,687
Total Liabilities	$0
Net Assets	$2,987,687

Compensation

Key Employees and Officers	Compensation	Other
James T Barnes Jr (Pres/Tr/Dir)	$0	$0
Diana P Barnes (Sec/Dir)	$0	$0
J Lesley Moulton (Ast S/Ast T)	$0	$0
Rex V Mcpherson Ii (Director)	$0	$0

+ View more people

990-PF

Filed on May 7, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$1,336,074

Expenses

$132,295

Net Income

$1,203,779

Net Assets

$2,763,474

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,125,600	84.2%
Interest Revenue	$195	0.0%
Dividends	$34,192	2.6%
Sales of Assets	$176,087	13.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,665	82.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,763,474
Total Liabilities	$0
Net Assets	$2,763,474

Compensation

Key Employees and Officers	Compensation	Other
James T Barnes Jr (Pres/Tr/Dir)	$0	$0
Diana P Barnes (Sec/Dir)	$0	$0
J Lesley Moulton (Ast S/Ast T)	$0	$0
Rex V Mcpherson Ii (Director)	$0	$0

+ View more people

990-PF

Filed on May 5, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$140,336

Expenses

$94,695

Net Income

$45,641

Net Assets

$1,563,137

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$76,222	54.3%
Sales of Assets	$63,962	45.6%
Other Income	$149	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,020	40.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,563,137
Total Liabilities	$0
Net Assets	$1,563,137

Compensation

Key Employees and Officers	Compensation	Other
James T Barnes Jr (Pres/Tr/Dir)	$0	$0
Diana P Barnes (Sec/Dir)	$0	$0
J Lesley Moulton (Ast S/Ast T)	$0	$0
Rex V Mcpherson Ii (Director)	$0	$0

+ View more people

990-PF

Filed on May 10, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$82,742

Expenses

$133,435

Net Income

-$50,693

Net Assets

$1,517,496

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15	0.0%
Dividends	$39,451	47.7%
Sales of Assets	$43,276	52.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$84,900	63.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,517,496
Total Liabilities	$0
Net Assets	$1,517,496

Compensation

Key Employees and Officers	Compensation	Other
James T Barnes Jr (Pres/Tr/Dir)	$0	$0
Diana P Barnes (Sec/Dir)	$0	$0
J Lesley Moulton (Ast S/Ast T)	$0	$0
Rex V Mcpherson Ii (Director)	$0	$0

+ View more people

990-PF

Filed on May 8, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$37,993

Expenses

$8,493

Net Income

$29,500

Net Assets

$1,568,189

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$15,521	40.9%
Sales of Assets	$22,470	59.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,820	92.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,568,189
Total Liabilities	$0
Net Assets	$1,568,189

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2013

Revenue

$39,361

Expenses

$102,515

Net Income

-$63,154

Net Assets

$1,538,688

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$19	0.0%
Dividends	$36,392	92.5%
Sales of Assets	$2,950	7.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$82,346	80.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,538,689
Total Liabilities	$1
Net Assets	$1,538,688

990-PF

Filed on March 28, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2012

Revenue

$49,960

Expenses

$99,752

Net Income

-$49,792

Net Assets

$1,601,842

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$47	0.1%
Dividends	$33,397	66.8%
Sales of Assets	$16,516	33.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,000	79.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,601,843
Total Liabilities	$1
Net Assets	$1,601,842

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2011

Revenue

$71,313

Expenses

$96,554

Net Income

-$25,241

Net Assets

$1,651,635

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,799	39.0%
Sales of Assets	$43,514	61.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$76,326	79.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,651,985
Total Liabilities	$350
Net Assets	$1,651,635

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated January 26, 2026

James T And Diana P Barnesfoundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $181k (2024)

Expenses $234k (2024)

Total Assets $2.56M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$181k (2024)

Expenses

$234k (2024)

Total Assets

$2.56M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
2007