George Barrie Foundation Inc

Sarasota, FL
Tax-exempt since June 1963
EIN: 22-6042649

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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.

Donations to this organization are tax deductible.

Revenue

$38.2k (2024)

Expenses

$20.4k (2024)

Total Assets

$432k (2024)

Total Liabilities

$0 (2024)

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 June
2024

Revenue

$38,223

Expenses

$20,375

Net Income

$17,848

Net Assets

$431,614

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$15,084	39.5%
Sales of Assets	$23,138	60.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,584	56.9%
Compensation of Officers*	$3,000	14.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$431,614
Total Liabilities	$0
Net Assets	$431,614

Compensation

Key Employees and Officers	Compensation	Other
Caryl Barrie Kaplan (Director)	$2,000	$0
Richard Barrie (Director)	$1,000	$0
Terri Baird (Director)	$0	$0

990-PF

Filed on Feb. 28, 2025

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

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Fiscal Year Ending June
2023

Revenue

$10,060

Expenses

$29,175

Net Income

-$19,115

Net Assets

$413,766

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,338	> 100%
Sales of Assets	-$4,890
Other Income	$612	6.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,930	58.0%
Compensation of Officers*	$8,500	29.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$413,766
Total Liabilities	$0
Net Assets	$413,766

Compensation

Key Employees and Officers	Compensation	Other
Richard Barrie (Director)	$3,500	$0
Caryl Barrie Kaplan (Director)	$2,500	$0
Terri Baird (Director)	$2,500	$0

990-PF

Filed on Nov. 1, 2023

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

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Fiscal Year Ending June
2022

Revenue

$18,397

Expenses

$33,582

Net Income

-$15,185

Net Assets

$432,880

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,817	80.5%
Sales of Assets	$3,580	19.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,767	58.9%
Compensation of Officers*	$6,000	17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$432,880
Total Liabilities	$0
Net Assets	$432,880

Compensation

Key Employees and Officers	Compensation	Other
Caryl Barrie Kaplan (Director)	$2,000	$0
Richard Barrie (Director)	$2,000	$0
Terri Baird (Director)	$2,000	$0

990-PF

Filed on March 13, 2023

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

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Fiscal Year Ending June
2021

Revenue

$55,758

Expenses

$28,376

Net Income

$27,382

Net Assets

$448,065

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$8,161	14.6%
Sales of Assets	$47,596	85.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,150	74.5%
Compensation of Officers*	$3,000	10.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$448,065
Total Liabilities	$0
Net Assets	$448,065

Compensation

Key Employees and Officers	Compensation	Other
Caryl Barrie Kaplan (Director)	$1,000	$0
Richard Barrie (Director)	$1,000	$0
Terri Baird (Director)	$1,000	$0

990-PF

Filed on May 13, 2022

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

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Fiscal Year Ending June
2020

Revenue

$19,357

Expenses

$29,340

Net Income

-$9,983

Net Assets

$420,682

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$11,319	58.5%
Sales of Assets	$8,033	41.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,056	68.4%
Compensation of Officers*	$3,000	10.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$420,683
Total Liabilities	$1
Net Assets	$420,682

Compensation

Key Employees and Officers	Compensation	Other
Caryl Barrie Kaplan (Director)	$1,000	$0
Richard Barrie (Director)	$1,000	$0
Terri Baird (Director)	$1,000	$0

990-PF

Filed on May 14, 2021

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

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XML

Fiscal Year Ending June
2019

Revenue

$20,166

Expenses

$49,007

Net Income

-$28,841

Net Assets

$430,761

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,322	51.2%
Sales of Assets	$9,844	48.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,354	53.8%
Compensation of Officers*	$18,000	36.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$430,762
Total Liabilities	$1
Net Assets	$430,761

Compensation

Key Employees and Officers	Compensation	Other
Caryl Barrie Kaplan (Director)	$6,000	$0
Richard Barrie (Director)	$6,000	$0
Terri Baird (Director)	$6,000	$0

990-PF

Filed on Feb. 20, 2020

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

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Fiscal Year Ending June
2018

Revenue

$29,945

Expenses

$54,219

Net Income

-$24,274

Net Assets

$459,741

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,547	31.9%
Sales of Assets	$20,359	68.0%
Other Income	$39	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,140	57.4%
Compensation of Officers*	$18,000	33.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$459,741
Total Liabilities	$0
Net Assets	$459,741

Compensation

Key Employees and Officers	Compensation	Other
Caryl Barrie Kaplan (Director)	$6,000	$0
Richard Barrie (Director)	$6,000	$0
Terri Baird (Director)	$6,000	$0

990-PF

Filed on Jan. 29, 2019

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

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Fiscal Year Ending June
2017

Revenue

$37,962

Expenses

$51,600

Net Income

-$13,638

Net Assets

$484,438

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,029	23.8%
Sales of Assets	$28,933	76.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,903	56.0%
Compensation of Officers*	$18,000	34.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$484,438
Total Liabilities	$0
Net Assets	$484,438

Compensation

Key Employees and Officers	Compensation	Other
Caryl Barrie Kaplan (Director)	$6,000	$0
Richard Barrie (Director)	$6,000	$0
Terri Baird (Director)	$6,000	$0

990-PF

Filed on Jan. 17, 2018

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

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Fiscal Year Ending June
2016

Revenue

$30,545

Expenses

$55,429

Net Income

-$24,884

Net Assets

$497,830

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,936	32.5%
Sales of Assets	$20,609	67.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,174	58.0%
Compensation of Officers*	$18,000	32.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$497,830
Total Liabilities	$0
Net Assets	$497,830

Compensation

Key Employees and Officers	Compensation	Other
Caryl Barrie Kaplan (Director)	$6,000	$0
Richard Barrie (Director)	$6,000	$0
Terri Baird (Director)	$6,000	$0

990-PF

Filed on Feb. 2, 2017

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

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Fiscal Year Ending June
2015

Revenue

$38,661

Expenses

$55,536

Net Income

-$16,875

Net Assets

$522,714

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,758	45.9%
Sales of Assets	$20,903	54.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,285	58.1%
Compensation of Officers*	$16,500	29.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$522,714
Total Liabilities	$0
Net Assets	$522,714

Compensation

Key Employees and Officers	Compensation	Other
Caryl Barrie Kaplan (Director)	$5,500	$0
Richard Barrie (Director)	$5,500	$0
Terri Baird (Director)	$5,500	$0

990-PF

Filed on Dec. 14, 2015

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

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Fiscal Year Ending June
2014

Revenue

$32,074

Expenses

$53,062

Net Income

-$20,988

Net Assets

$539,589

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,732	58.4%
Sales of Assets	$13,424	41.9%
Other Income	-$82

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,000	56.5%
Compensation of Officers*	$16,500	31.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$539,589
Total Liabilities	$0
Net Assets	$539,589

Compensation

Key Employees and Officers	Compensation	Other
Caryl Barrie Kaplan (Director)	$5,500	$0
Richard Barrie (Director)	$5,500	$0
Terri Baird (Director)	$5,500	$0

990-PF

Filed on Dec. 23, 2014

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

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Fiscal Year Ending June
2013

Revenue

-$36,388

Expenses

$46,093

Net Income

-$82,481

Net Assets

$561,933

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,093
Sales of Assets	$0
Other Income	$324

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,200	50.3%
Compensation of Officers*	$16,500	35.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$561,934
Total Liabilities	$1
Net Assets	$561,933

990-PF

Filed on Dec. 20, 2013

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

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Fiscal Year Ending June
2012

Revenue

$37,646

Expenses

$56,178

Net Income

-$18,532

Net Assets

$645,289

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,697	52.3%
Sales of Assets	$17,949	47.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,900	53.2%
Compensation of Officers*	$21,000	37.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$645,289
Total Liabilities	$0
Net Assets	$645,289

990-PF

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

PDF

Fiscal Year Ending June
2011

Revenue

$61,883

Expenses

$62,367

Net Income

-$484

Net Assets

$663,414

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,857	40.2%
Sales of Assets	$37,026	59.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,750	54.1%
Compensation of Officers*	$21,000	33.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$663,414
Total Liabilities	$0
Net Assets	$663,414

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending June
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

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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.

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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.

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George Barrie Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $38.2k (2024)

Expenses $20.4k (2024)

Total Assets $432k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$38.2k (2024)

Expenses

$20.4k (2024)

Total Assets

$432k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

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2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

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2006

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2005

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2004

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2003

Fiscal Year Ending June
2002