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Nonprofit · EIN 39-1739101

BARNEY FAMILY FOUNDATION

Tax-exempt · LA CROSSE, WI 54601

Financials

$1.3M$32K2024$126K$61K2025
Revenue Expenses · by fiscal year end
Financials of BARNEY FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$126,301$60,965$65,336$1,862,738$0$1,862,738
December 31, 2024990-PF$1,311,996$32,228$1,279,768$1,797,292$0$1,797,292
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$63,745
Net gain from sales of assets
$62,556

Expenses

Grants and similar amounts paid
$42,002
Compensation of officers, directors and key employees
$13,263
Disbursements for charitable purposes
$44,002
Excise tax on investment income
$1,520

Balance sheet and other

Total assets, start of year
$1,797,292
Total assets, end of year
$1,862,738
Total liabilities, end of year
$0
Net assets, end of year
$1,862,738
Fair market value of assets
$2,241,858
Qualifying distributions
$44,002
Net investment income
$126,301

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 / weekCompensation
Trust Point Inc
230 Front Street, La Crosse, WI 54601
Trustee1$13,263
Thomas T Barney
1174 East 4th Avenue, Durango, CO 81301
Trustee1$0
Charles R Barney
110 East Trillium Court, Mequon, WI 53092
Trustee1$0
Lorinda B Donaldson
18790 Magenta Bay, Eden Prairie, MN 55347
Trustee1$0
Joan B Jaeger
8074 Long Meadow Pointe, Eden Prairie, MN 55347
Trustee1$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
Trust Point Inc
230 Front Street, La Crosse, WI 54601
Trustee1$6,088
Thomas T Barney
1174 East 4th Avenue, Durango, CO 81301
Trustee1$0
Charles R Barney
110 East Trillium Court, Mequon, WI 53092
Trustee1$0
Lorinda B Donaldson
18790 Magenta Bay, Eden Prairie, MN 55347
Trustee1$0
Joan B Jaeger
8074 Long Meadow Pointe, Eden Prairie, MN 55347
Trustee1$0

Address and contacts

Address (IRS master file)
230 FRONT ST N, LA CROSSE, WI 54601-3219
In care of
% NORTH CENTRAL TRUST CO
Signed the 990-PF
TRUST POINT INC, TRUSTEE
Phone
(608) 782-1148
Return prepared by
TRUST POINT INC

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
39-1739101
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
2001
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,862,738
Income (IRS master file)
$495,137

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$212,994$31,979$660,131IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 BARNEY FAMILY FOUNDATION

What is the EIN of BARNEY FAMILY FOUNDATION?
The employer identification number (EIN) of BARNEY FAMILY FOUNDATION is 39-1739101.
Is BARNEY FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to BARNEY FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BARNEY FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BARNEY FAMILY 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 BARNEY FAMILY 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 BARNEY FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 1 received compensation from the organization, the highest $13,263 (Trust Point Inc, Trustee).
How much revenue does BARNEY FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $126,301, expenses of $60,965 and total assets of $1,862,738 at year end.

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