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Barney Family Foundation

Inho So

Organization summary

Type of Nonprofit

Designated as a 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 / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
−$491k (2023)

Expenses
$2.65M (2023)

Total Assets
$30.4M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$491,319
Expenses
$2,653,138
Net Income
-$3,144,457
Net Assets
$30,360,226
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5,447
Dividends $813,037
Sales of Assets -$1,312,052
Other Income $2,249
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,949,621
73.5%
Compensation of Officers* $250,000
9.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $30,360,226
Total Liabilities $0
Net Assets $30,360,226
Compensation
Key Employees and Officers Compensation Other
Stephen M Barney Jr (Foundation Mgr.) $125,000 $0
Kristen Barney Adams (Foundation Mgr.) $125,000 $0
Mary Ann Roti (Assoc. Manager) $91,077 $0
Stephen M Barney Sr (Trustee) $0 $0
Lynne C Barney (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,762,651
Expenses
$2,905,352
Net Income
-$1,142,701
Net Assets
$33,504,683
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $456
0.0%
Dividends $732,007
41.5%
Sales of Assets $1,028,043
58.3%
Other Income $2,145
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,752,595
60.3%
Compensation of Officers* $250,000
8.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $33,504,683
Total Liabilities $0
Net Assets $33,504,683
Compensation
Key Employees and Officers Compensation Other
Stephen M Barney Jr (Foundation Mgr.) $125,000 $0
Kristen Barney Adams (Foundation Mgr.) $125,000 $0
Mary Ann Roti (Assoc. Manager) $79,300 $0
Stephen M Barney Sr (Trustee) $0 $0
Lynne C Barney (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,783,613
Expenses
$2,529,330
Net Income
$2,254,283
Net Assets
$34,647,384
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,301
0.0%
Dividends $624,095
13.0%
Sales of Assets $4,157,899
86.9%
Other Income $318
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,780,734
70.4%
Compensation of Officers* $259,616
10.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $34,647,384
Total Liabilities $0
Net Assets $34,647,384
Compensation
Key Employees and Officers Compensation Other
Stephen M Barney Jr (Foundation Mgr.) $129,808 $0
Kristen Barney Adams (Foundation Mgr.) $129,808 $0
Mary Ann Roti (Assoc. Manager) $81,885 $0
Stephen M Barney Sr (Trustee) $0 $0
Lynne C Barney (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,852,000
Expenses
$2,567,562
Net Income
$4,284,438
Net Assets
$32,393,100
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $98
0.0%
Dividends $557,633
8.1%
Sales of Assets $6,006,269
87.7%
Other Income $288,000
4.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,874,650
73.0%
Compensation of Officers* $250,000
9.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $32,393,101
Total Liabilities $1
Net Assets $32,393,100
Compensation
Key Employees and Officers Compensation Other
Stephen M Barney Jr (Foundation Mgr.) $125,000 $0
Kristen Barney Adams (Foundation Mgr.) $125,000 $0
Mary Ann Roti (Assoc. Manager) $78,800 $0
Stephen M Barney Sr (Trustee) $0 $0
Lynne C Barney (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,095,832
Expenses
$2,505,452
Net Income
-$1,409,620
Net Assets
$28,108,662
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $67
0.0%
Dividends $587,447
53.6%
Sales of Assets $493,868
45.1%
Other Income $14,450
1.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,845,785
73.7%
Compensation of Officers* $250,000
10.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $28,108,663
Total Liabilities $1
Net Assets $28,108,662
Compensation
Key Employees and Officers Compensation Other
Stephen M Barney Jr (Foundation Mgr.) $125,000 $0
Kristen Barney Adams (Foundation Mgr.) $125,000 $0
Mary Ann Roti (Assoc. Manager) $82,001 $0
Stephen M Barney Sr (Trustee) $0 $0
Lynne C Barney (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,855,244
Expenses
$2,241,479
Net Income
-$386,235
Net Assets
$29,518,283
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $76
0.0%
Dividends $555,621
29.9%
Sales of Assets $1,493,905
80.5%
Other Income -$194,358
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,697,766
75.7%
Compensation of Officers* $250,000
11.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $29,518,283
Total Liabilities $0
Net Assets $29,518,283
Compensation
Key Employees and Officers Compensation Other
Stephen M Barney Jr (Foundation Mgr.) $125,000 $0
Kristen Barney Adams (Foundation Mgr.) $125,000 $0
Mary Ann Roti (Assoc. Manager) $74,220 $2,533
Stephen M Barney Sr (Trustee) $0 $0
Lynne C Barney (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,823,110
Expenses
$2,199,093
Net Income
-$375,983
Net Assets
$29,904,518
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,313
0.1%
Dividends $1,429,163
78.4%
Sales of Assets $344,001
18.9%
Other Income $48,633
2.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,695,680
77.1%
Compensation of Officers* $250,000
11.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $29,904,518
Total Liabilities $0
Net Assets $29,904,518
Compensation
Key Employees and Officers Compensation Other
Stephen M Barney Jr (Foundation Mgr.) $125,000 $0
Kristen Barney Adams (Foundation Mgr.) $125,000 $0
Mary Ann Roti (Assoc. Manager) $67,928 $2,497
Stephen M Barney Sr (Trustee) $0 $0
Lynne C Barney (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$253,534
Expenses
$1,784,934
Net Income
-$2,038,468
Net Assets
$30,280,501
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,244
Dividends $587,134
Sales of Assets -$842,912
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,353,701
75.8%
Compensation of Officers* $250,000
14.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $30,280,501
Total Liabilities $0
Net Assets $30,280,501
Compensation
Key Employees and Officers Compensation Other
Stephen M Barney Jr (Foundation Manager) $125,000 $1,144
Kristen Barney Adams (Foundation Manager) $125,000 $1,144
Mary Ann Roti (Associate Managing D) $59,841 $0
Stephen M Barney Sr (Trustee) $0 $0
Lynne C Barney (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,079,836
Expenses
$1,756,912
Net Income
-$677,076
Net Assets
$32,318,969
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4,530
0.4%
Dividends $471,998
43.7%
Sales of Assets $580,060
53.7%
Other Income $23,248
2.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,125,000
64.0%
Compensation of Officers* $250,000
14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $32,318,969
Total Liabilities $0
Net Assets $32,318,969
Compensation
Key Employees and Officers Compensation Other
Stephen M Barney Jr (Foundation Manager) $125,000 $1,017
Kristen Barney Adams (Foundation Manager) $125,000 $1,017
Mary Ann Roti (Associate Managing D) $62,710 $0
Stephen M Barney Sr (Trustee) $0 $0
Lynne C Barney (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,052,527
Expenses
$1,697,794
Net Income
$354,733
Net Assets
$32,996,045
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,648
0.2%
Dividends $634,247
30.9%
Sales of Assets $1,234,961
60.2%
Other Income $179,671
8.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,361,596
80.2%
Compensation of Officers* $250,000
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 $32,996,045
Total Liabilities $0
Net Assets $32,996,045
Compensation
Key Employees and Officers Compensation Other
Stephen M Barney Jr (Foundation Manager) $125,000 $915
Kristen Barney Adams (Foundation Manager) $125,000 $915
Mary Ann Roti (Associate Managing D) $58,662 $0
Stephen M Barney Sr (Trustee) $0 $0
Lynne C Barney (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$733,254
Expenses
$1,772,769
Net Income
-$2,506,023
Net Assets
$32,641,312
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6,574
Dividends $560,878
Sales of Assets -$1,302,071
Other Income $1,365
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,690,348
95.4%
Compensation of Officers* $250,000
14.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $32,641,312
Total Liabilities $0
Net Assets $32,641,312
Compensation
Key Employees and Officers Compensation Other
Stephen M Barney Jr (Foundation Manager) $125,000 $0
Kristen Barney Adams (Foundation Manager) $125,000 $0
Stephen M Barney Sr (Trustee) $0 $0
Lynne C Barney (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$457,168
Expenses
$1,667,061
Net Income
-$1,209,893
Net Assets
$35,147,335
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,993
0.7%
Dividends $489,167
> 100%
Sales of Assets $1,028
0.2%
Other Income -$36,020
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,365,186
81.9%
Compensation of Officers* $250,000
15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $35,147,335
Total Liabilities $0
Net Assets $35,147,335

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$37,548
Expenses
$1,849,254
Net Income
-$1,811,706
Net Assets
$36,357,228
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $56,596
> 100%
Interest Revenue $2,464
6.6%
Dividends $533,799
> 100%
Sales of Assets $0
Other Income -$50,398
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,528,013
82.6%
Compensation of Officers* $250,000
13.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $36,357,228
Total Liabilities $0
Net Assets $36,357,228

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

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

Document Links

About This Data

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.

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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

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