Nonprofit · EIN 23-6277885
BARRA 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 | $8,764,398 | $7,013,678 | $1,750,720 | $94,849,803 | $3,687,225 | $91,162,578 |
| December 31, 2023 | 990-PF | $4,472,640 | $5,135,431 | -$662,791 | $82,165,197 | $2,643,488 | $79,521,709 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,039,828
- Net gain from sales of assets
- $7,256,735
- Other income
- $467,835
Expenses
- Grants and similar amounts paid
- $4,923,595
- Compensation of officers, directors and key employees
- $345,845
- Salaries, compensation and benefits (total)
- $500,087
- Disbursements for charitable purposes
- $5,287,918
- Excise tax on investment income
- $84,294
Balance sheet and other
- Total assets, start of year
- $82,165,197
- Total assets, end of year
- $94,849,803
- Total liabilities, end of year
- $3,687,225
- Net assets, end of year
- $91,162,578
- Fair market value of assets
- $94,849,803
- Qualifying distributions
- $6,187,918
- Net investment income
- $6,666,624
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 | Other / benefits |
|---|---|---|---|---|
| KRISTINA L WAHL 1617 JOHN F KENNEDY BLVD SUITE 2019, PHILADELPHIA, PA 19103 | PRESIDENT, TREASURER | 40 | $325,242 | $20,603 |
| LINDA RICH 1617 JOHN F KENNEDY BLVD, PHILADELPHIA, PA 19103 | SENIOR PROGRAM OFFIC Highest-paid employee | 40 | $157,983 | $23,520 |
| LAUREN STEBBINS 1617 JOHN F KENNEDY BLVD, PHILADELPHIA, PA 19103 | PROGRAM OFFICER Highest-paid employee | 40 | $117,691 | $12,893 |
| LEAH REISMAN 1617 JOHN F KENNEDY BLVD, PHILADELPHIA, PA 19103 | PROGRAM OFFICER Highest-paid employee | 40 | $105,300 | $12,012 |
| MAEVE KELLY 1617 JOHN F KENNEDY BLVD, PHILADELPHIA, PA 19103 | SENIOR PROGRAM ASSOC Highest-paid employee | 40 | $71,401 | $6,767 |
| STEPHANIE MULLEN 1617 JOHN F KENNEDY BLVD, PHILADELPHIA, PA 19103 | ADMINISTRATIVE COORD Highest-paid employee | 28 | $47,712 | $9,634 |
| MATTHEW BERGHEISER 1617 JOHN F KENNEDY BLVD SUITE 2019, PHILADELPHIA, PA 19103 | CHAIRMAN | 5 | $0 | $0 |
| CLAYTON GATES MCNEIL 1617 JOHN F KENNEDY BLVD SUITE 2019, PHILADELPHIA, PA 19103 | SECRETARY | 1 | $0 | $0 |
| EMILY L TURNER 1617 JOHN F KENNEDY BLVD SUITE 2019, PHILADELPHIA, PA 19103 | ASSISTANT TREASURER | 1 | $0 | $0 |
| UVA COLES 1617 JOHN F KENNEDY BLVD SUITE 2019, PHILADELPHIA, PA 19103 | DIRECTOR | 1 | $0 | $0 |
| MICHAEL DIPIANO 1617 JOHN F KENNEDY BLVD SUITE 2019, PHILADELPHIA, PA 19103 | DIRECTOR | 1 | $0 | $0 |
| STACY E HOLLAND 1617 JOHN F KENNEDY BLVD SUITE 2019, PHILADELPHIA, PA 19103 | DIRECTOR | 1 | $0 | $0 |
| MAGDA MARTINEZ 1617 JOHN F KENNEDY BLVD SUITE 2019, PHILADELPHIA, PA 19103 | DIRECTOR | 1 | $0 | $0 |
| DAVID P O'CONNER 1617 JOHN F KENNEDY BLVD SUITE 2019, PHILADELPHIA, PA 19103 | DIRECTOR | 1 | $0 | $0 |
| JOANNA MCNEIL LEWIS 1617 JOHN F KENNEDY BLVD SUITE 2019, PHILADELPHIA, PA 19103 | DIRECTOR | 1 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT L MCNEIL III 1617 JOHN F KENNEDY BLVD SUITE 2019, PHILADELPHIA, PA 19103 | DIRECTOR | 1 | $0 |
| JOHN C WILLIAMS JR 1617 JOHN F KENNEDY BLVD SUITE 2019, PHILADELPHIA, PA 19103 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KRISTINA L WAHL 1617 JOHN F KENNEDY BLVD SUITE 2019, PHILADELPHIA, PA 19103 | PRESIDENT, TREASURER | 40 | $294,083 | $23,738 |
| LINDA RICH 1617 JOHN F KENNEDY BLVD, PHILADELPHIA, PA 19103 | SENIOR PROGRAM OFFIC Highest-paid employee | 40 | $150,108 | $25,637 |
| LAUREN STEBBINS 1617 JOHN F KENNEDY BLVD, PHILADELPHIA, PA 19103 | PROGRAM OFFICER Highest-paid employee | 40 | $108,012 | $13,440 |
| LEAH REISMAN 1617 JOHN F KENNEDY BLVD, PHILADELPHIA, PA 19103 | PROGRAM OFFICER Highest-paid employee | 40 | $82,575 | $9,195 |
| MAEVE KELLY 1617 JOHN F KENNEDY BLVD, PHILADELPHIA, PA 19103 | SENIOR PROGRAM ASSOC Highest-paid employee | 40 | $49,799 | $9,206 |
| MATTHEW BERGHEISER 1617 JOHN F KENNEDY BLVD SUITE 2019, PHILADELPHIA, PA 19103 | CHAIRMAN | 5 | $0 | $0 |
| VICTORIA MCNEIL LE VINE 1617 JOHN F KENNEDY BLVD SUITE 2019, PHILADELPHIA, PA 19103 | SECRETARY | 1 | $0 | $0 |
| EMILY L TURNER 1617 JOHN F KENNEDY BLVD SUITE 2019, PHILADELPHIA, PA 19103 | ASSISTANT TREASURER | 1 | $0 | $0 |
| MICHAEL DIPIANO 1617 JOHN F KENNEDY BLVD SUITE 2019, PHILADELPHIA, PA 19103 | DIRECTOR | 1 | $0 | $0 |
| STACY E HOLLAND 1617 JOHN F KENNEDY BLVD SUITE 2019, PHILADELPHIA, PA 19103 | DIRECTOR | 1 | $0 | $0 |
| JOANNA MCNEIL LEWIS 1617 JOHN F KENNEDY BLVD SUITE 2019, PHILADELPHIA, PA 19103 | DIRECTOR | 1 | $0 | $0 |
| MAGDA MARTINEZ 1617 JOHN F KENNEDY BLVD SUITE 2019, PHILADELPHIA, PA 19103 | DIRECTOR | 1 | $0 | $0 |
| CLAYTON GATES MCNEIL 1617 JOHN F KENNEDY BLVD SUITE 2019, PHILADELPHIA, PA 19103 | DIRECTOR | 1 | $0 | $0 |
| ROBERT L MCNEIL III 1617 JOHN F KENNEDY BLVD SUITE 2019, PHILADELPHIA, PA 19103 | DIRECTOR | 1 | $0 | $0 |
| DAVID P O'CONNER 1617 JOHN F KENNEDY BLVD SUITE 2019, PHILADELPHIA, PA 19103 | DIRECTOR | 1 | $0 | $0 |
| JOHN C WILLIAMS JR 1617 JOHN F KENNEDY BLVD SUITE 2019, PHILADELPHIA, PA 19103 | DIRECTOR | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1617 JOHN F KENNEDY BLVD SUITE 2019, PHILADELPHIA, PA 19103-1821
- Signed the 990-PF
- KRISTINA L WAHL, PRESIDENT
- Phone
- (610) 964-7601
- Website
- WWW.BARRAFOUNDATION.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
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
- 23-6277885
- 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
- 1963
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $94,849,803
- Income (IRS master file)
- $57,736,570
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $8,764,398 | $7,013,678 | $94,849,803 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $4,472,640 | $5,135,431 | $82,165,197 | XML |
| 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 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 23-6277885).
Questions about BARRA FOUNDATION INC
- What is the EIN of BARRA FOUNDATION INC?
- The employer identification number (EIN) of BARRA FOUNDATION INC is 23-6277885.
- Is BARRA FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to BARRA FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BARRA FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BARRA 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 BARRA 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 BARRA FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 17 people; 6 received compensation from the organization, the highest $325,242 (KRISTINA L WAHL, PRESIDENT, TREASURER).
- How much revenue does BARRA FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $8,764,398, expenses of $7,013,678 and total assets of $94,849,803 at year end.
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