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Nonprofit · EIN 36-3442474

CHARLES AND MARGERY BARANCIK FOUNDATION

Tax-exempt · SARASOTA, FL 34236

Financials

$29.8M$27.6M2023$45.4M$29.5M2024$31.1M$33.6M2025
Revenue Expenses · by fiscal year end
Financials of CHARLES AND MARGERY BARANCIK FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$31,133,748$33,591,692-$2,457,944$575,316,001$0$575,316,001
December 31, 2024990-PF$45,358,606$29,498,927$15,859,679$577,773,944$0$577,773,944
December 31, 2023990-PF$29,772,485$27,646,050$2,126,435$561,914,266$0$561,914,264
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$1,000,000
Dividends
$18,981,703
Interest
$147,296
Net gain from sales of assets
$11,004,749

Expenses

Grants and similar amounts paid
$29,097,136
Compensation of officers, directors and key employees
$980,861
Salaries, compensation and benefits (total)
$1,378,682
Disbursements for charitable purposes
$32,634,299
Excise tax on investment income
$411,639

Balance sheet and other

Total assets, start of year
$577,773,944
Total assets, end of year
$575,316,001
Total liabilities, end of year
$0
Net assets, end of year
$575,316,001
Fair market value of assets
$803,583,811
Qualifying distributions
$32,634,299
Net investment income
$30,133,747

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.

NameTitleHours / weekCompensationOther / benefits
TERI A HANSEN
1515 RINGLING BLVD, 500, SARASOTA, FL 34236
CEO (JAN TO NOV 2025)0$484,937$40,195
EVELIO I BOSQUE
1515 RINGLING BLVD, 500, SARASOTA, FL 34236
CFO / TREASURER40$330,511$33,595
KELLY A ROMANOFF
1515 RINGLING BLVD, 500, SARASOTA, FL 34236
INNOVATION OFFICER
Highest-paid employee
40$297,161$28,695
JOHN F ANNIS
1515 RINGLING BLVD, 500, SARASOTA, FL 34236
SVP
Highest-paid employee
40$283,333$26,362
OMAR GUEVARRA
1515 RINGLING BOULEVARD, 500, SARASOTA, FL 34236
IMPACT OFFICER
Highest-paid employee
40$274,870$27,195
GREGORY L LUBERECKI
1515 RINGLING BLVD, 500, SARASOTA, FL 34236
COMM. OFFICER
Highest-paid employee
40$220,137$20,895
MATHEW E SAUER
1515 RINGLING BOULEVARD, 500, SARASOTA, FL 34236
IMPACT OFFICER
Highest-paid employee
40$203,397$16,633
JESSICA B POLK
1515 RINGLING BLVD, 500, SARASOTA, FL 34236
SECRETARY40$173,280$15,750
JOHN E BROTHERS
1515 RINGLING BLVD, 500, SARASOTA, FL 34236
CEO (NOV TO DEC 2025)40$54,404$0
BENJAMIN R HANAN
1515 RINGLING BLVD, 500, SARASOTA, FL 34236
DIRECTOR2$0$0
DEBORAH K HANSON
1515 RINGLING BLVD, 500, SARASOTA, FL 34236
DIRECTOR2$0$0
HOSANA FIEBER
1515 RINGLING BLVD, 500, SARASOTA, FL 34236
DIRECTOR2$0$0
LAURA KINGSLEY
1515 RINGLING BLVD, 500, SARASOTA, FL 34236
DIRECTOR2$0$0
LISA M HISE
1515 RINGLING BLVD, 500, SARASOTA, FL 34236
DIRECTOR2$0$0
MICHAEL E GRONLI
1515 RINGLING BLVD, 500, SARASOTA, FL 34236
DIRECTOR2$0$0
6 more people on this return
NameTitleHours / weekCompensation
REBECCA H BARANCIK
1515 RINGLING BLVD, 500, SARASOTA, FL 34236
CHAIR10$0
SCOTT J BARANCIK
1515 RINGLING BLVD, 500, SARASOTA, FL 34236
DIRECTOR2$0
STEFANIE JONES
1515 RINGLING BLVD, 500, SARASOTA, FL 34236
DIRECTOR2$0
STEVE BARANCIK
1516 RINGLING BLVD, 501, SARASOTA, FL 34236
DIRECTOR2$0
WENDY ROSETH
1515 RINGLING BLVD, 500, SARASOTA, FL 34236
DIRECTOR2$0
JEFF MCCURDY
1515 RINGLING BLVD, 500, SARASOTA, FL 34236
DIRECTOR2$0
990-PF for the year ended December 31, 2024: 19 people
NameTitleHours / weekCompensationOther / benefits
Teri A Hansen
1515 Ringling Blvd, 500, Sarasota, FL 34236
President / CEO40$456,724$30,500
John F Annis
1515 Ringling Blvd, 500, Sarasota, FL 34236
SVP
Highest-paid employee
40$275,225$30,500
Evelio I Bosque
1515 Ringling Blvd, 500, Sarasota, FL 34236
CFO / Treasurer40$273,624$8,841
Kelly A Romanoff
1515 Ringling Blvd, 500, Sarasota, FL 34236
Innovation Officer
Highest-paid employee
40$199,979$18,133
Gregory L Luberecki
1515 Ringling Blvd, 500, Sarasota, FL 34236
Comm. Officer
Highest-paid employee
40$134,716$7,325
Omar Guevarra
1515 Ringling Boulevard, 500, Sarasota, FL 34236
Impact Officer
Highest-paid employee
40$115,202$4,677
Mathew E Sauer
1515 Ringling Boulevard, 500, Sarasota, FL 34236
Impact Officer
Highest-paid employee
40$108,212$3,300
Jessica B Polk
1515 Ringling Blvd, 500, Sarasota, FL 34236
Secretary40$102,149$9,583
Deborah K Hanson
1515 Ringling Blvd, 500, Sarasota, FL 34236
Director2$0$0
Benjamin R Hanan
1515 Ringling Blvd, 500, Sarasota, FL 34236
Director2$0$0
Hosana Fieber
1515 Ringling Blvd, 500, Sarasota, FL 34236
Director2$0$0
Laura Kingsley
1515 Ringling Blvd, 500, Sarasota, FL 34236
Director2$0$0
Lisa M Hise
1515 Ringling Blvd, 500, Sarasota, FL 34236
Director2$0$0
Michael E Gronli
1515 Ringling Blvd, 500, Sarasota, FL 34236
Director2$0$0
Rebecca H Barancik
1515 Ringling Blvd, 500, Sarasota, FL 34236
Chair10$0$0
Scott J Barancik
1515 Ringling Blvd, 500, Sarasota, FL 34236
Director2$0$0
Steve Barancik
1516 Ringling Blvd, 501, Sarasota, FL 34236
Director2$0$0
Stefanie Jones
1515 Ringling Blvd, 500, Sarasota, FL 34236
Director2$0$0
Wendy Roseth
1515 Ringling Blvd, 500, Sarasota, FL 34236
Director2$0$0
990-PF for the year ended December 31, 2023: 17 people
NameTitleHours / weekCompensationOther / benefits
Teri A Hansen
1515 Ringling Blvd, 500, Sarasota, FL 34236
President / CEO40$439,103$30,000
John F Annis
1515 Ringling Blvd, 500, Sarasota, FL 34236
SVP
Highest-paid employee
40$267,500$30,000
Evelio I Bosque
1515 Ringling Blvd, 500, Sarasota, FL 34236
CFO / Treasurer40$264,891$12,875
Kelly A Romanoff
1515 Ringling Blvd, 500, Sarasota, FL 34236
Impact Officer
Highest-paid employee
40$178,901$7,750
Mathew E Sauer
1515 Ringling Blvd, 500, Sarasota, FL 34236
Impact Officer
Highest-paid employee
40$107,298$3,152
Jessica B Polk
1515 Ringling Blvd, 500, Sarasota, FL 34236
Secretary40$93,430$5,793
Greg Luberecki
1515 Ringling Boulevard, 500, Sarasota, FL 34236
Comms Officer
Highest-paid employee
40$46,111–
Scott J Barancik
1515 Ringling Blvd, 500, Sarasota, FL 34236
Director2$0$0
Hosana Fieber
1515 Ringling Blvd, 500, Sarasota, FL 34236
Director2$0$0
Lisa M Hise
1515 Ringling Blvd, 500, Sarasota, FL 34236
Director2$0$0
Stephanie Jones
1515 Ringling Blvd, 500, Sarasota, FL 34236
Director2$0$0
Gerald R Lubin
1515 Ringling Blvd, 500, Sarasota, FL 34236
Director2$0$0
Wendy Roseth
1515 Ringling Blvd, 500, Sarasota, FL 34236
Director2$0$0
Rebecca H Barancik
1515 Ringling Blvd, 500, Sarasota, FL 34236
Chair10$0$0
Michael E Gronli
1515 Ringling Blvd, 500, Sarasota, FL 34236
Director2$0$0
Deborah K Hanson
1515 Ringling Blvd, 500, Sarasota, FL 34236
Director2$0$0
Laura Kingsley
1515 Ringling Blvd, 500, Sarasota, FL 34236
Director2$0$0

Address and contacts

Address (IRS master file)
1515 RINGLING BLVD STE 500, SARASOTA, FL 34236-6930
In care of
% NMC
Signed the 990-PF
EV BOSQUE, CFO
Phone
(813) 486-0083

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
36-3442474
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)
$575,316,001
Income (IRS master file)
$52,128,999

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$31,133,748$33,591,692$575,316,001XML
990-PFDecember 2024$45,358,606$29,498,927$577,773,944XML
990-PFDecember 2023$29,772,485$27,646,050$561,914,266XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 36-3442474).

Questions about CHARLES AND MARGERY BARANCIK FOUNDATION

What is the EIN of CHARLES AND MARGERY BARANCIK FOUNDATION?
The employer identification number (EIN) of CHARLES AND MARGERY BARANCIK FOUNDATION is 36-3442474.
Is CHARLES AND MARGERY BARANCIK FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to CHARLES AND MARGERY BARANCIK FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CHARLES AND MARGERY BARANCIK FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of CHARLES AND MARGERY BARANCIK FOUNDATION 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 CHARLES AND MARGERY BARANCIK FOUNDATION 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 CHARLES AND MARGERY BARANCIK FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 21 people; 9 received compensation from the organization, the highest $484,937 (TERI A HANSEN, CEO (JAN TO NOV 2025)).
How much revenue does CHARLES AND MARGERY BARANCIK FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $31,133,748, expenses of $33,591,692 and total assets of $575,316,001 at year end.

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