Nonprofit · EIN 22-2779967
BERNICE BARBOUR FOUNDATION INC
Tax-exempt · PHILADELPHIA, PA 19103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,705,627 | $1,589,350 | $116,277 | $18,818,258 | $0 | $18,818,258 |
| December 31, 2023 | 990-PF | $1,067,125 | $1,266,685 | -$199,560 | $18,707,055 | $0 | $18,707,055 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $594,714
- Net gain from sales of assets
- $1,032,677
- Other income
- $78,236
Expenses
- Grants and similar amounts paid
- $1,175,638
- Compensation of officers, directors and key employees
- $120,469
- Disbursements for charitable purposes
- $1,418,858
- Excise tax on investment income
- $21,263
Balance sheet and other
- Total assets, start of year
- $18,707,055
- Total assets, end of year
- $18,818,258
- Total liabilities, end of year
- $0
- Net assets, end of year
- $18,818,258
- Fair market value of assets
- $25,571,361
- Qualifying distributions
- $1,418,858
- Net investment income
- $1,698,589
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kathryn Champ 1650 Market St STE 4000, Philadelphia, PA 19103 | Executive Director and Trustee | 40 | $83,000 |
| Judith Little 1650 Market St STE 4000, Philadelphia, PA 19103 | Trustee | 1 | $15,469 |
| Sterling Champ 1650 Market St STE 4000, Philadelphia, PA 19103 | Treasurer | 2 | $3,000 |
| Kristina Lloyd 1650 Market St STE 4000, Philadelphia, PA 19103 | Trustee | 1 | $3,000 |
| Heather Lloyd 1650 Market St STE 4000, Philadelphia, PA 19103 | Trustee | 1 | $3,000 |
| Karen Lloyd 1650 Market St STE 4000, Philadelphia, PA 19103 | Trustee | 1 | $3,000 |
| Henry Turmon 1650 Market St STE 4000, Philadelphia, PA 19103 | President | 1 | $3,000 |
| Greg Little 1650 Market St STE 4000, Philadelphia, PA 19103 | Trustee | 1 | $3,000 |
| Jack Little 1650 Market St STE 4000, Philadelphia, PA 19103 | Trustee | 1 | $2,000 |
| Megan Turmon 1650 Market St STE 4000, Philadelphia, PA 19103 | Trustee | 1 | $2,000 |
990-PF for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kathryn Champ 3791 Hampstead Rd, La Canada, CA 91011 | Executive Director and Trustee | 40 | $73,667 |
| Sterling Champ 3791 Hampstead Rd, La Canada, CA 91011 | Treasurer | 2 | $2,000 |
| Judith Little 595 Madison Avenue Suite 3100, New York, NY 10022 | Trustee | 1 | $2,000 |
| Kristina Lloyd 12550 Sunnydale Drive, Wellington, FL 33414 | Trustee | 1 | $2,000 |
| Heather Lloyd 12482 Cypress Island Way, Wellington, FL 33414 | Trustee | 1 | $2,000 |
| Karen Lloyd 12482 Cypress Island Way, Wellington, FL 33414 | Trustee | 1 | $2,000 |
| Alicia Nogales 3855 Jackson Street, San Francisco, CA 94118 | Trustee | 1 | $2,000 |
| Henry Turmon 870 Ashbury Street, San Francisco, CA 94117 | President | 1 | $2,000 |
| GREG LITTLE 3855 JACKSON ST, SAN FRANCISCO, CA 94118 | TRUSTEE | 1 | $2,000 |
| Jacqueline Little 870 Ashbury St, San Francisco, CA 94117 | TRUSTEE | 1 | $2,000 |
| Eve Lloyd Thompson 12510 Mallet Circle, Wellington, FL 33414 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- C/O GLENMEDE TRUST CO NA 1650, PHILADELPHIA, PA 19103-0000
- In care of
- % GLENMEDE TRUST CO NA
- Signed the 990-PF
- KATHRYN L CHAMP, TRUSTEE
- Phone
- (215) 419-6000
- Return prepared by
- THE GLENMEDE TRUST COMPANY NA
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 | Not 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
- 22-2779967
- 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
- 1987
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $18,818,258
- Income (IRS master file)
- $7,978,663
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | – | – | – | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,067,125 | $1,266,685 | $18,707,055 | IRS |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about BERNICE BARBOUR FOUNDATION INC
- What is the EIN of BERNICE BARBOUR FOUNDATION INC?
- The employer identification number (EIN) of BERNICE BARBOUR FOUNDATION INC is 22-2779967.
- Is BERNICE BARBOUR FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to BERNICE BARBOUR FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERNICE BARBOUR FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERNICE BARBOUR FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERNICE BARBOUR FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of BERNICE BARBOUR FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 10 people; 10 received compensation from the organization, the highest $83,000 (Kathryn Champ, Executive Director and Trustee).
- How much revenue does BERNICE BARBOUR FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,705,627, expenses of $1,589,350 and total assets of $18,818,258 at year end.
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