Nonprofit · EIN 62-1854996
BARRETT FAMILY FOUNDATION
Tax-exempt · PENNINGTON, NJ 08534
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $103,153 | $53,582 | $49,571 | $877,647 | $0 | $877,647 |
| August 31, 2024 | 990-PF | $58,624 | $48,278 | $10,346 | $828,063 | $0 | $828,063 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $22,948
- Net gain from sales of assets
- $80,205
Expenses
- Grants and similar amounts paid
- $38,600
- Disbursements for charitable purposes
- $44,442
- Excise tax on investment income
- $1,326
Balance sheet and other
- Total assets, start of year
- $828,063
- Total assets, end of year
- $877,647
- Total liabilities, end of year
- $0
- Net assets, end of year
- $877,647
- Fair market value of assets
- $1,005,446
- Qualifying distributions
- $44,442
- Net investment income
- $103,020
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH G BARRETT 1615 FIELD SPARROW TER NE, LEESBURG, VA 20176 | PRESIDENT | 1 | $0 |
| LINDA J BARRETT 1615 FIELD SPARROW TER NE, LEESBURG, VA 20176 | VICE PRESIDENT | 1 | $0 |
990-PF for the year ended August 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH G BARRETT 1615 FIELD SPARROW TER NE, LEESBURG, VA 20176 | PRESIDENT | 1 | $0 |
| LINDA J BARRETT 1615 FIELD SPARROW TER NE, LEESBURG, VA 20176 | VICE PRESIDENT | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1532, PENNINGTON, NJ 08534-0691
- In care of
- % MERRILL LYNCH TRUST CO
- Signed the 990-PF
- JOSEPH BARRETT, TRUSTEE
- Phone
- (888) 866-3275
- Return prepared by
- BANK OF AMERICA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 62-1854996
- 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
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $877,647
- Income (IRS master file)
- $505,500
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $103,153 | $53,582 | $877,647 | XML |
| 990-PF | August 2024 | $58,624 | $48,278 | $828,063 | XML |
| 990-PF | August 2023 | $50,477 | $50,761 | $817,886 | IRS |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 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 62-1854996).
Questions about BARRETT FAMILY FOUNDATION
- What is the EIN of BARRETT FAMILY FOUNDATION?
- The employer identification number (EIN) of BARRETT FAMILY FOUNDATION is 62-1854996.
- Is BARRETT FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to BARRETT FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BARRETT FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BARRETT FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BARRETT FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of BARRETT FAMILY FOUNDATION?
- The 990-PF for the year ended August 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does BARRETT FAMILY FOUNDATION have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $103,153, expenses of $53,582 and total assets of $877,647 at year end.
Other nonprofits in PENNINGTON
- FOUREVERGREEN FOUNDATION INC EIN 82-3184119 · last filed 990-PF for 2025
- SHARON MATES FAMILY FOUNDATION EIN 33-4167852 · last filed 990-PF for 2025
- DELAWARE ATLANTIS FOUNDATION EIN 27-6372427 · last filed 990-PF for 2025
- O HAGAN FAMILY FOUNDATION EIN 20-4074178 · last filed 990-PF for 2025
- ERIC AND SIMONE LANG FOUNDATION EIN 30-6601935 · last filed 990-PF for 2025
- JOHN C LASKO FOUNDATION TR EIN 27-6173297 · last filed 990-PF for 2024
- WILLIAM E CHATLOS FOUNDATION EIN 30-6529677 · last filed 990-PF for 2025
- JOHN AND POLLY SPARKS FOUNDATION EIN 27-2992779 · last filed 990-PF for 2025
All nonprofits in PENNINGTON · New Jersey · Philanthropy, voluntarism and grantmaking foundations