Charles And Margery Barancik Foundation
- Assets
- $551.7m
- Revenue
- $111.9m
- Investments
- $544.3m
- Employees
- 0
- Location
- Sarasota, FL
- Founding
- 01/1987
- Data as of
- 12/2021
- EIN
- 36-3442474
Organization Overview
Charles And Margery Barancik Foundation is located in Sarasota, FL. The organization was established in 1987. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Charles And Margery Barancik Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Charles And Margery Barancik Foundation generated $111.9m in total revenue. All expenses for the organization totaled $13.4m during the year ending 12/2021. While expenses have increased by 56.1% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Charles And Margery Barancik Foundation has awarded 76 individual grants totaling $15,782,786. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Teri A Hansen President/ceo | 40 | $335,300 | |
John Annis SVP Collaboration An | 40 | $175,600 | |
Kelly Romanoff Innovation And Impac | 40 | $100,134 | |
Murray Devine Communications And L | 40 | $72,350 | |
Jessica Polk Operations Manager | 40 | $67,100 | |
Matt Sauer Collaboration And Im | 40 | $49,186 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Vanguard Institutional Advisory Services | 12/30/21 | $231,545 |
Northbrook Management Corporation | 12/30/21 | $120,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $100,000,000 |
| Interest on Savings | $4 |
| Dividends & Interest | $10,659,220 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,214,592 |
| Capital Gain Net Income | $1,214,592 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $111,873,816 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $381,570 |
| Other employee salaries and wages | $464,369 |
| Pension plans, employee benefits | $163,880 |
| Interest | $0 |
| Taxes | $75,061 |
| Depreciation | $0 |
| Occupancy | $121,748 |
| Travel, conferences, and meetings | $37,087 |
| Printing and publications | $0 |
| Other expenses | $160,975 |
| Total operating and administrative expenses | $1,774,675 |
| Contributions, gifts, grants paid | $11,631,995 |
| Total expenses and disbursements | $13,406,670 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $6,319,039 |
| Savings and temporary cash investments | $1,057,366 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $551,687,561 |
| Accounts payable and accrued expenses | $5,731 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $5,731 |
Grants Awarded
Over the last fiscal year, Charles And Margery Barancik Foundation has awarded $11,631,995 in support to 59 organizations.
| Grant Recipient | Amount |
|---|---|
ASOLO REPERTORY THEATRE PURPOSE: ARTS & CULTURE | $1,300,000 |
GULF COAST COMMUNITY FDN PURPOSE: HUMANITARIAN | $624,850 |
FIRST 1000 DAYS PURPOSE: HUMANITARIAN | $500,000 |
Sarasota, FL PURPOSE: MENTAL HEALTH | $500,000 |
Sarasota, FL PURPOSE: MENTAL HEALTH | $450,000 |
NATIONAL MS SOCIETY PURPOSE: MEDICAL | $400,000 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Charles And Margery Barancik Foundation has recieved totaling $250,000.
| Awarding Organization | Amount |
|---|---|
Sarasota Memorial Healthcare Foundation Sarasota, FL PURPOSE: IMPROVE ACCESS TO CARE AND COORDINATE SERVICES TO NEW MOTHERS AND BABIES WHO RECEIVE LITTLE OR NO PRENATAL CARE. | $250,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Leslie L Alexander Foundation Delray Beach, FL | $372,501,228 | $8,282,313 |
Publix Super Markets Charities Inc Lakeland, FL | $259,322,738 | $58,315,085 |
O Wayne Rollins Foundation Atlanta, GA | $468,654,801 | $21,609,282 |
Goizueta Foundation Inc Atlanta, GA | $444,757,286 | $34,966,270 |
The Marie-Josee And Henry R Kravis Foundation West Palm Beach, FL | $65,193,748 | $101,287,799 |
Peter@degeorge Family Foundation Inc Palm Beach Gardens, FL | $1,828,456 | $678,712 |
The Batchelor Foundation Inc Miami Beach, FL | $358,630,434 | $9,326,509 |
Lettie Pate Evans Foundation Inc Atlanta, GA | $69,308,402 | $17,897,458 |
Cornelia T Bailey Charitable Trust West Palm Beach, FL | $355,586,591 | $19,852,168 |
James M Cox Foundation Of Ga Inc Atlanta, GA | $0 | $81,966,247 |
Georgia Power Foundation Inc In Receivership Atlanta, GA | $222,309,509 | $29,809,906 |
Bobbie Bailey Foundation Inc Tucker, GA | $24,485,053 | $1,564,197 |