Jim And Mary Barnes Foundation

Tulsa, OK
Tax-exempt since May 1998
EIN: 31-1591203

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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.

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

Donations to this organization are tax deductible.

Revenue

$159k (2024)

Expenses

$164k (2024)

Total Assets

$2.24M (2024)

Total Liabilities

$20k (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 Dec.
2024

Revenue

$159,072

Expenses

$164,480

Net Income

-$5,408

Net Assets

$2,222,230

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,129	5.1%
Sales of Assets	$144,730	91.0%
Other Income	$6,213	3.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,000	91.2%
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	$2,242,230
Total Liabilities	$20,000
Net Assets	$2,222,230

Compensation

Key Employees and Officers	Compensation	Other
Mary M Barnes (Trustee)	$0	$0
Lori H Markes (Trustee)	$0	$0
Kristos P Kever (Trustee)	$0	$0

990-PF

Filed on May 6, 2025

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

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

$72,044

Expenses

$176,977

Net Income

-$104,933

Net Assets

$2,227,638

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,937	8.2%
Sales of Assets	$60,302	83.7%
Other Income	$5,805	8.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$167,500	94.6%
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	$2,247,638
Total Liabilities	$20,000
Net Assets	$2,227,638

Compensation

Key Employees and Officers	Compensation	Other
Mary M Barnes (Trustee)	$0	$0
Lori H Markes (Trustee)	$0	$0
Kristos P Kever (Trustee)	$0	$0

990-PF

Filed on May 9, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$99,511

Expenses

$176,578

Net Income

-$77,067

Net Assets

$2,332,571

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,200	5.2%
Sales of Assets	$86,731	87.2%
Other Income	$7,580	7.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$168,360	95.3%
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	$2,352,571
Total Liabilities	$20,000
Net Assets	$2,332,571

Compensation

Key Employees and Officers	Compensation	Other
Mary M Barnes (Trustee)	$0	$0
Lori H Markes (Trustee)	$0	$0
Kristos P Kever (Trustee)	$0	$0

990-PF

Filed on May 15, 2023

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

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XML

Fiscal Year Ending Dec.
2021

Revenue

$76,973

Expenses

$142,084

Net Income

-$65,111

Net Assets

$2,409,638

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,388	9.6%
Sales of Assets	$64,398	83.7%
Other Income	$5,187	6.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$129,510	91.2%
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	$2,429,638
Total Liabilities	$20,000
Net Assets	$2,409,638

Compensation

Key Employees and Officers	Compensation	Other
Mary M Barnes (Trustee)	$0	$0
Lori H Markes (Trustee)	$0	$0
Kristos P Kever (Trustee)	$0	$0

990-PF

Filed on May 13, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$70,587

Expenses

$122,331

Net Income

-$51,744

Net Assets

$2,474,749

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30,000	42.5%
Interest Revenue	$0
Dividends	$3,800	5.4%
Sales of Assets	$33,083	46.9%
Other Income	$3,704	5.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$110,000	89.9%
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	$2,494,749
Total Liabilities	$20,000
Net Assets	$2,474,749

Compensation

Key Employees and Officers	Compensation	Other
Mary M Barnes (Trustee)	$0	$0
Lori H Markes (Trustee)	$0	$0
Kristos P Kever (Trustee)	$0	$0

990-PF

Filed on May 12, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$96,615

Expenses

$231,379

Net Income

-$134,764

Net Assets

$2,526,493

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,902	6.1%
Sales of Assets	$84,366	87.3%
Other Income	$6,347	6.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$225,000	97.2%
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	$2,546,493
Total Liabilities	$20,000
Net Assets	$2,526,493

Compensation

Key Employees and Officers	Compensation	Other
Mary M Barnes (Trustee)	$0	$0
Lori H Markes (Trustee)	$0	$0
Kristos P Kever (Trustee)	$0	$0

990-PF

Filed on July 9, 2020

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

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PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$16,819

Expenses

$174,038

Net Income

-$157,219

Net Assets

$2,661,257

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,000	> 100%
Interest Revenue	$0
Dividends	$4,089	24.3%
Sales of Assets	-$17,983
Other Income	$5,713	34.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$167,500	96.2%
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	$2,681,257
Total Liabilities	$20,000
Net Assets	$2,661,257

Compensation

Key Employees and Officers	Compensation	Other
Mary M Barnes (Trustee)	$0	$0
Lori H Markes (Trustee)	$0	$0
Kristos P Kever (Trustee)	$0	$0

990-PF

Filed on Aug. 6, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$9,304

Expenses

$163,456

Net Income

-$154,152

Net Assets

$2,818,476

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,373	36.3%
Sales of Assets	$1,409	15.1%
Other Income	$4,522	48.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$160,000	97.9%
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	$2,838,476
Total Liabilities	$20,000
Net Assets	$2,818,476

Compensation

Key Employees and Officers	Compensation	Other
Mary M Barnes (Trustee)	$0	$0
Lori H Markes (Trustee)	$0	$0
Kristos P Kever (Trustee)	$0	$0

990-PF

Filed on May 14, 2018

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$89,635

Expenses

$178,461

Net Income

-$88,826

Net Assets

$2,972,628

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000	1.1%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$84,131	93.9%
Other Income	$4,504	5.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$173,900	97.4%
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	$2,972,628
Total Liabilities	$0
Net Assets	$2,972,628

Compensation

Key Employees and Officers	Compensation	Other
Mary M Barnes (Trustee)	$0	$0
Lori H Markes (Trustee)	$0	$0
Kristos P Kever (Trustee)	$0	$0

990-PF

Filed on May 5, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$14,055

Expenses

$200,242

Net Income

-$186,187

Net Assets

$3,061,454

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10	0.1%
Sales of Assets	$8,507	60.5%
Other Income	$5,538	39.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$184,000	91.9%
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	$3,061,454
Total Liabilities	$0
Net Assets	$3,061,454

Compensation

Key Employees and Officers	Compensation	Other
Mary M Barnes (Trustee)	$0	$0
Lori H Markes (Trustee)	$0	$0
Kristos P Kever (Trustee)	$0	$0

990-PF

Filed on May 9, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$228,605

Expenses

$192,859

Net Income

$35,746

Net Assets

$3,247,641

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,026	0.4%
Interest Revenue	$0
Dividends	$3,607	1.6%
Sales of Assets	$214,016	93.6%
Other Income	$9,956	4.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$176,500	91.5%
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	$3,247,641
Total Liabilities	$0
Net Assets	$3,247,641

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$125,145

Expenses

$182,098

Net Income

-$56,953

Net Assets

$3,211,895

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,356	11.5%
Sales of Assets	$101,741	81.3%
Other Income	$9,048	7.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,500	93.6%
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	$3,211,895
Total Liabilities	$0
Net Assets	$3,211,895

Compensation

Key Employees and Officers	Compensation	Other
Mary M Barnes (Trustee)	$0	$0
Lori H Markes (Trustee)	$0	$0
Kristos P Kever (Trustee)	$0	$0

990-PF

Filed on May 12, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$106,165

Expenses

$200,354

Net Income

-$94,189

Net Assets

$3,267,448

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,868	21.5%
Sales of Assets	$75,600	71.2%
Other Income	$7,697	7.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$187,185	93.4%
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	$3,317,448
Total Liabilities	$50,000
Net Assets	$3,267,448

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$102,073

Expenses

$203,305

Net Income

-$101,232

Net Assets

$3,361,636

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18	0.0%
Dividends	$24,214	23.7%
Sales of Assets	$67,314	65.9%
Other Income	$10,527	10.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$191,478	94.2%
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	$3,361,637
Total Liabilities	$1
Net Assets	$3,361,636

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

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Jim And Mary Barnes Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $159k (2024)

Expenses $164k (2024)

Total Assets $2.24M (2024)

Total Liabilities $20k (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

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Revenue

$159k (2024)

Expenses

$164k (2024)

Total Assets

$2.24M (2024)

Total Liabilities

$20k (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 Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001