Charles And Margery Barancik Foundation
- Assets
- $561.9m
- Revenue
- $29.8m
- Investments
- $558.6m
- Employees
- 0
- Location
- Sarasota, FL
- Founding
- 01/1987
- Data as of
- 12/2023
- 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 (T22) the organization is classified as: Private Independent 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 12/2023, Charles And Margery Barancik Foundation generated $29.8m in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 60.6% each year . All expenses for the organization totaled $27.6m during the year ending 12/2023. While expenses have increased by 38.8% 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 635 individual grants totaling $65,617,170. 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
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
NONE
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Name Not Listed Director | 2 | $0 | |
Name Not Listed Director | 2 | $0 | |
Name Not Listed Director | 2 | $0 | |
Name Not Listed Director | 2 | $0 | |
Name Not Listed Director | 2 | $0 | |
Name Not Listed Director | 2 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Vanguard Investment Management | 12/30/23 | $279,692 |
Marketing For Change Co | 12/30/23 | $174,453 |
Flourish Health Consulting Llc | 12/30/23 | $98,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $15,000,000 |
| Interest on Savings | $67,446 |
| Dividends & Interest | $14,529,272 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $175,767 |
| Capital Gain Net Income | $175,767 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $29,772,485 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $819,500 |
| Other employee salaries and wages | $712,552 |
| Pension plans, employee benefits | $307,548 |
| Interest | $0 |
| Taxes | $152,751 |
| Depreciation | $0 |
| Occupancy | $128,785 |
| Travel, conferences, and meetings | $61,027 |
| Printing and publications | $0 |
| Other expenses | $124,017 |
| Total operating and administrative expenses | $2,612,813 |
| Contributions, gifts, grants paid | $25,033,237 |
| Total expenses and disbursements | $27,646,050 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $27,033 |
| Savings and temporary cash investments | $3,248,085 |
| 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 | $561,914,266 |
| Accounts payable and accrued expenses | $0 |
| 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 | $0 |
Grants Awarded
Over the last fiscal year, Charles And Margery Barancik Foundation has awarded $24,636,921 in support to 267 organizations.
| Grant Recipient | Amount |
|---|---|
ACADEMY PREP CENTER OF ST PETERSBURG PURPOSE: TO SUPPORT THE ORGANIZATION'S OPERATIONAL AND/OR FUNDRAISING EFFORTS. | $5,000 |
ADVENTURE FOR ALL CORPORATION PURPOSE: TO SUPPORT ORGANIZATION'S ADVENTURE BIKING PROGRAM. | $106,800 |
ALL FAITHS FOOD BANK PURPOSE: TO EXPAND FOOD INSECURITY SCREENING PROGRAMS IN SARASOTA AND DESOTO COUNTIES. | $814,736 |
ALL FAITHS FOOD BANK PURPOSE: TO SUPPORT THE CAMPAIGN AGAINST SUMMER HUNGER, WHICH PROVIDES FOOD AND FUNDS TO FEED CHILDREN OVER THE SUMMER MONTHS. | $50,000 |
ALL FAITHS FOOD BANK PURPOSE: TO SUPPORT THE ORGANIZATION'S OPERATIONAL AND/OR FUNDRAISING EFFORTS. | $19,500 |
ALL STAR CHILDREN'S FOUNDATION PURPOSE: TO SUPPORT THE ORGANIZATION'S OPERATIONAL AND/OR FUNDRAISING EFFORTS. | $10,000 |