Nonprofit · EIN 20-8054616
JAMES T AND DIANA P BARNESFOUNDATION INC
Tax-exempt · WINTER PARK, FL 32789
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $521,819 | $238,660 | $283,159 | $2,846,974 | $0 | $2,846,974 |
| December 31, 2024 | 990-PF | $180,772 | $233,936 | -$53,164 | $2,563,815 | $0 | $2,563,815 |
| December 31, 2023 | 990-PF | $80,829 | $258,830 | -$178,001 | $2,616,979 | $0 | $2,616,979 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $80,444
- Interest
- $579
- Net gain from sales of assets
- $440,796
Expenses
- Grants and similar amounts paid
- $205,457
- Disbursements for charitable purposes
- $205,457
- Excise tax on investment income
- $7,157
Balance sheet and other
- Total assets, start of year
- $2,563,815
- Total assets, end of year
- $2,846,974
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,846,974
- Fair market value of assets
- $4,531,027
- Qualifying distributions
- $205,457
- Net investment income
- $521,819
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES T BARNES JR 1031 W MORSE BLVD STE 230, WINTER PARK, FL 32789 | PRES/DIR | 0 | $0 |
| DIANA P BARNES 1031 W MORSE BLVD STE 230, WINTER PARK, FL 32789 | SEC/DIR | 0 | $0 |
| J LESLEY MOULTON 1031 W MORSE BLVD STE 230, WINTER PARK, FL 32789 | TREASURER | 0 | $0 |
| REX V MCPHERSON II 800 N ORANGE AVENUE STE 400, ORLANDO, FL 32801 | DIRECTOR | 0 | $0 |
| DAVID J JASMUND 200 E NEW ENGLAND AVE STE 400, WINTER PARK, FL 32789 | DIRECTOR | 0 | $0 |
| FRANK GARCIA PO BOX 458, WINTER PARK, FL 32790 | DIRECTOR | 0 | $0 |
| VALERIE RODRIGUEZ 1031 W MORSE BLVD STE 230, WINTER PARK, FL 32789 | ASST. SEC/TR | 0 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES T BARNES JR 1031 W MORSE BLVD STE 230, WINTER PARK, FL 32789 | PRES/DIR | 0 | $0 |
| DIANA P BARNES 1031 W MORSE BLVD STE 230, WINTER PARK, FL 32789 | SEC/DIR | 0 | $0 |
| J LESLEY MOULTON 1031 W MORSE BLVD STE 230, WINTER PARK, FL 32789 | AST S & TREA | 0 | $0 |
| REX V MCPHERSON II 800 N ORANGE AVENUE STE 400, ORLANDO, FL 32801 | DIRECTOR | 0 | $0 |
| DAVID J JASMUND 200 E NEW ENGLAND AVE STE 400, WINTER PARK, FL 32789 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES T BARNES JR 1031 W MORSE BLVD STE 230, WINTER PARK, FL 32789 | PRES/DIR | 0 | $0 |
| DIANA P BARNES 1031 W MORSE BLVD STE 230, WINTER PARK, FL 32789 | SEC/DIR | 0 | $0 |
| J LESLEY MOULTON 1031 W MORSE BLVD STE 230, WINTER PARK, FL 32789 | AST S & TREA | 0 | $0 |
| REX V MCPHERSON II 800 N ORANGE AVENUE STE 400, ORLANDO, FL 32801 | DIRECTOR | 0 | $0 |
| DAVID J JASMUND 200 E NEW ENGLAND AVE STE 400, WINTER PARK, FL 32789 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1031 W MORSE BLVD STE 230, WINTER PARK, FL 32789-3750
- In care of
- % JAMES T BARNES JR
- Signed the 990-PF
- JAMES T BARNES JR, PRES/DIR
- Phone
- (407) 628-8700
- Return prepared by
- KEITH ALTIZER AND COMPANY PA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-8054616
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,846,974
- Income (IRS master file)
- $1,655,624
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $521,819 | $238,660 | $2,846,974 | IRS |
| 990-PF | December 2024 | $180,772 | $233,936 | $2,563,815 | IRS |
| 990-PF | December 2023 | $80,829 | $258,830 | $2,616,979 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-8054616).
Questions about JAMES T AND DIANA P BARNESFOUNDATION INC
- What is the EIN of JAMES T AND DIANA P BARNESFOUNDATION INC?
- The employer identification number (EIN) of JAMES T AND DIANA P BARNESFOUNDATION INC is 20-8054616.
- Is JAMES T AND DIANA P BARNESFOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to JAMES T AND DIANA P BARNESFOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES T AND DIANA P BARNESFOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES T AND DIANA P BARNESFOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES T AND DIANA P BARNESFOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JAMES T AND DIANA P BARNESFOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does JAMES T AND DIANA P BARNESFOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $521,819, expenses of $238,660 and total assets of $2,846,974 at year end.
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