BARRED ROCK FUND INC
Cite this
Plain text BARRED ROCK FUND INC. Strategy Studio, nonprofit organization profile, tax years 2013–2024. https://strategystudio.org/org/030368445. Retrieved 2026-10-20.
APA Strategy Studio. (n.d.). BARRED ROCK FUND INC [Nonprofit organization profile; tax years 2013–2024]. Retrieved October 20, 2026, from https://strategystudio.org/org/030368445
MLA “BARRED ROCK FUND INC.” Strategy Studio, tax years 2013–2024, https://strategystudio.org/org/030368445. Accessed 20 Oct. 2026.
Retrieved 2026-10-20; covers tax years 2013–2024. Data: Strategy Studio, CC BY 4.0.
2024 · Form 990PF · revenue $707K · expenses $187K · assets $5.2M
- EIN
- 03-0368445
- Address
- 324 BROWNS TRCE, JERICHO, VT 05465-9780
- NTEE code
- -
- Subsection
- 501(c)(3)
- Ruling year
- 2001
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Charles Lacy | PRESIDENT | 2013-2024 | $100,000 | $959,433 | 2 |
Officers and directors, no compensation reported
2 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Judy Wicks | VICE PRESIDENT | 2013-2024 | 0 | $0 reported | 1 |
| Ben Cohen | CHAIRMAN | 2013-2024 | 0 | $0 reported | 1 |
People by year
2024 · 3 people listed · 1 paid, $100K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHARLES LACY | PRESIDENT | 40 | $80,000 | - | $20,000 | $100,000 | 2 |
| JUDY WICKS | VICE PRESIDENT | 0 | $0 | - | $0 | $0 | 1 |
| BEN COHEN | CHAIRMAN | 0 | $0 | - | $0 | $0 | 1 |
2023 · 3 people listed · 1 paid, $80K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHARLES LACY | PRESIDENT | 40 | $80,000 | - | $0 | $80,000 | 2 |
| JUDY WICKS | VICE PRESIDENT | 0 | $0 | - | $0 | $0 | 1 |
| BEN COHEN | CHAIRMAN | 0 | $0 | - | $0 | $0 | 1 |
2022 · 3 people listed · 1 paid, $100K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Charles Lacy | President | 40 | $80,000 | - | $20,000 | $100,000 | 2 |
| Judy Wicks | Vice President | 0 | $0 | - | $0 | $0 | 1 |
| Ben Cohen | Chairman | 0 | $0 | - | $0 | $0 | 1 |
2021 · 3 people listed · 1 paid, $100K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Charles Lacy | President | 40 | $80,000 | - | $20,000 | $100,000 | 2 |
| Judy Wicks | Vice President | 0 | $0 | - | $0 | $0 | 1 |
| Ben Cohen | Chairman | 0 | $0 | - | $0 | $0 | 1 |
2020 · 3 people listed · 1 paid, $41K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Charles Lacy | President | 21 | $41,108 | - | $0 | $41,108 | 2 |
| Judy Wicks | Vice President | 0 | $0 | - | $0 | $0 | 1 |
| Ben Cohen | Chairman | 0 | $0 | - | $0 | $0 | 1 |
2019 · 3 people listed · 1 paid, $100K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Charles Lacy | President | 40 | $80,000 | - | $20,000 | $100,000 | 2 |
| Judy Wicks | Vice President | 0 | $0 | - | $0 | $0 | 1 |
| Ben Cohen | Chairman | 0 | $0 | - | $0 | $0 | 1 |
2018 · 3 people listed · 1 paid, $100K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Charles Lacy | President | 40 | $79,992 | - | $20,000 | $99,992 | 2 |
| Judy Wicks | Vice President | 0 | $0 | - | $0 | $0 | 1 |
| Ben Cohen | Chairman | 0 | $0 | - | $0 | $0 | 1 |
2015 · 3 people listed · 1 paid, $100K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHARLES LACY | President | 40 | $80,000 | - | $20,000 | $100,000 | 2 |
| JUDY WICKS | Vice President | 0 | $0 | - | $0 | $0 | 1 |
| BEN COHEN | Chairman | 0 | $0 | - | $0 | $0 | 1 |
2014 · 3 people listed · 1 paid, $120K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHARLES LACY | President | 40 | $120,000 | - | $0 | $120,000 | 2 |
| JUDY WICKS | Vice President | 0 | $0 | - | $0 | $0 | 1 |
| BEN COHEN | Chairman | 0 | $0 | - | $0 | $0 | 1 |
2013 · 3 people listed · 1 paid, $118K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHARLES LACY | President | 40 | $118,333 | - | $0 | $118,333 | 2 |
| JUDY WICKS | Vice President | 0 | $0 | - | $0 | $0 | 1 |
| BEN COHEN | Chairman | 0 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 2 grants to organizations · $5K
2023 · 4 grants to organizations · $40K
Listed grants add up to $39,624; the return's “grants paid” expense line says $42,022. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 3 grants to organizations · $29K
2021 · 5 grants to organizations · $36K
2019 · 3 grants to organizations · $26K
2018 · 1 grant to organizations · $40K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2024 · 2 contributors · $77K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 2 | LOCK WHITNEY | Organization or other | BROOKLYN, NY | $51,722 | $51,722 | Form 990PF Sch. B, 2024 · filing |
| 1 | HELEN & WILLIAM MAZUR FOUNDATION Fuzzy 0.82 | Organization or other | BEKELEY HEIGHTS, NJ | $25,000 | - | Form 990PF Sch. B, 2024 · filing |
2023 · 1 contributor · $5K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | KEYSTONE QUALITY TRANSPORTATION COMPANY | Organization or other | SWARTHMORE, PA | $5,000 | - | Form 990PF Sch. B, 2023 · filing |
2022 · 3 contributors · $15K
2018 · 1 contributor · $40K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | Charles Lacy | Person | Jericho, VT | $40,000 | - | Form 990PF Sch. B, 2018 · filing |
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $707,070 | $187,434 | $5,196,069 | $5,177,595 | $79,722 | - | $100,000 | - | - |
| 2023 · Form 990PF | ||||||||
| $596,840 | $303,877 | $4,689,438 | $4,657,959 | $6,000 | - | $80,000 | - | - |
| 2022 · Form 990PF | ||||||||
| $60,498 | $215,391 | $4,390,028 | $4,364,996 | $20,600 | - | $80,000 | - | - |
| 2021 · Form 990PF | ||||||||
| $52,841 | $392,738 | $4,542,557 | $4,519,889 | $0 | - | $80,000 | - | - |
| 2020 · Form 990PF | ||||||||
| $3,500,892 | $105,252 | $4,951,778 | $4,859,786 | $0 | - | $41,108 | - | - |
| 2019 · Form 990PF | ||||||||
| $34,671 | $183,847 | $1,494,082 | $1,464,146 | $0 | - | $80,000 | - | - |
| 2018 · Form 990PF | ||||||||
| $163,740 | $206,599 | $1,650,123 | $1,613,322 | $40,000 | - | $79,992 | - | - |
| 2015 · Form 990PF | ||||||||
| $90,855 | $128,867 | $2,844,216 | $2,833,587 | - | - | $80,000 | - | - |
| 2014 · Form 990PF | ||||||||
| $69,737 | $142,465 | $2,873,157 | $2,871,599 | - | - | $120,000 | - | - |
| 2013 · Form 990PF | ||||||||
| $50,980 | $145,254 | $2,950,669 | $2,944,327 | - | - | $118,333 | - | - |
Funders of this organization
1 grantor reported grants to this organization, $35,000 in all, tax years 2023 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| HELEN & WILLIAM MAZER FOUNDATION | Private foundation | Fuzzy filed as “BARRED ROCK FUND INC” | 2023-2024 | 2 | $35,000 | 2024 | $10,000 | show |
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| BLOCK R FUND INC | OH | B12 | $51,730 | $34,962 | President | $0 | Similar name, revenue differs more than 10x |
| ROCKWELL FUND INC | TX | Not reported | $7,481,732 | $6,066,748 | PRES CEO & T | $363,509 | Similar name, revenue differs more than 10x |
Who funds organizations like this
Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990PF · $187,434 spent · pay $100,000 · grants $5,425 · events $13,987
| Line | As described | Total | Share |
|---|---|---|---|
| Pay: officers, directors, trustees | $100,000 | 53.4% | |
| Other expenses | $40,149 | 21.4% | |
| Travel, conferences and meetings | $13,987 | 7.5% | |
| Taxes | $13,838 | 7.4% | |
| Contributions, gifts, grants paid | $5,425 | 2.9% | |
| Fees: legal | $4,997 | 2.7% | |
| Fees: other professional | $4,351 | 2.3% | |
| Fees: accounting | $2,853 | 1.5% | |
| Depreciation and depletion | $1,834 | 1.0% | |
| Total | $187,434 | 100% |
2023 · Form 990PF · $303,877 spent · pay $80,000 · grants $42,022 · events $39,960
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses | $97,883 | 32.2% | |
| Pay: officers, directors, trustees | $80,000 | 26.3% | |
| Contributions, gifts, grants paid | $42,022 | 13.8% | |
| Travel, conferences and meetings | $39,960 | 13.2% | |
| Fees: other professional | $24,318 | 8.0% | |
| Fees: legal | $11,450 | 3.8% | |
| Taxes | $6,120 | 2.0% | |
| Depreciation and depletion | $1,739 | 0.6% | |
| Fees: accounting | $385 | 0.1% | |
| Total | $303,877 | 100% |
2022 · Form 990PF · $215,391 spent · pay $100,000 · grants $28,927 · events $26,954
| Line | As described | Total | Share |
|---|---|---|---|
| Pay: officers, directors, trustees | $80,000 | 37.1% | |
| Other expenses | $42,855 | 19.9% | |
| Contributions, gifts, grants paid | $28,927 | 13.4% | |
| Travel, conferences and meetings | $26,954 | 12.5% | |
| Pension plans and employee benefits | $20,000 | 9.3% | |
| Taxes | $6,120 | 2.8% | |
| Fees: accounting | $4,931 | 2.3% | |
| Fees: legal | $4,312 | 2.0% | |
| Depreciation and depletion | $953 | 0.4% | |
| Printing and publications | $339 | 0.2% | |
| Total | $215,391 | 100% |
2021 · Form 990PF · $392,738 spent · pay $100,000 · grants $36,200 · events $16,962
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses | $205,026 | 52.2% | |
| Pay: officers, directors, trustees | $80,000 | 20.4% | |
| Contributions, gifts, grants paid | $36,200 | 9.2% | |
| Pension plans and employee benefits | $20,000 | 5.1% | |
| Fees: other professional | $20,000 | 5.1% | |
| Travel, conferences and meetings | $16,962 | 4.3% | |
| Taxes | $6,120 | 1.6% | |
| Fees: legal | $4,423 | 1.1% | |
| Fees: accounting | $3,363 | 0.9% | |
| Depreciation and depletion | $644 | 0.2% | |
| Total | $392,738 | 100% |
2020 · Form 990PF · $105,252 spent · pay $41,108 · grants $0 · events $3,712
| Line | As described | Total | Share |
|---|---|---|---|
| Taxes | $51,277 | 48.7% | |
| Pay: officers, directors, trustees | $41,108 | 39.1% | |
| Travel, conferences and meetings | $3,712 | 3.5% | |
| Occupancy | $3,648 | 3.5% | |
| Fees: accounting | $2,829 | 2.7% | |
| Other expenses | $1,990 | 1.9% | |
| Depreciation and depletion | $322 | 0.3% | |
| Fees: legal | $280 | 0.3% | |
| Interest | $86 | 0.1% | |
| Total | $105,252 | 100% |
2019 · Form 990PF · $183,847 spent · pay $106,120 · grants $26,500 · events $33,895
| Line | As described | Total | Share |
|---|---|---|---|
| Pay: officers, directors, trustees | $80,000 | 43.5% | |
| Travel, conferences and meetings | $33,895 | 18.4% | |
| Contributions, gifts, grants paid | $26,500 | 14.4% | |
| Pension plans and employee benefits | $26,120 | 14.2% | |
| Other expenses | $10,811 | 5.9% | |
| Fees: accounting | $5,189 | 2.8% | |
| Fees: legal | $1,332 | 0.7% | |
| Total | $183,847 | 100% |
2018 · Form 990PF · $206,599 spent · pay $106,489 · grants $40,000 · events $28,830
| Line | As described | Total | Share |
|---|---|---|---|
| Pay: officers, directors, trustees | $79,992 | 38.7% | |
| Contributions, gifts, grants paid | $40,000 | 19.4% | |
| Travel, conferences and meetings | $28,830 | 14.0% | |
| Pension plans and employee benefits | $26,497 | 12.8% | |
| Other expenses | $22,378 | 10.8% | |
| Fees: accounting | $5,793 | 2.8% | |
| Taxes | $1,592 | 0.8% | |
| Fees: legal | $1,517 | 0.7% | |
| Total | $206,599 | 100% |
2015 · Form 990PF · $128,867 spent · pay $100,000 · grants $0 · events $7,976
| Line | As described | Total | Share |
|---|---|---|---|
| Pay: officers, directors, trustees | $80,000 | 62.1% | |
| Pension plans and employee benefits | $20,000 | 15.5% | |
| Travel, conferences and meetings | $7,976 | 6.2% | |
| Fees: legal | $6,824 | 5.3% | |
| Taxes | $6,162 | 4.8% | |
| Fees: accounting | $5,392 | 4.2% | |
| Other expenses | $1,992 | 1.5% | |
| Depreciation and depletion | $521 | 0.4% | |
| Total | $128,867 | 100% |
2014 · Form 990PF · $142,465 spent · pay $120,000 · grants $0 · events $3,514
| Line | As described | Total | Share |
|---|---|---|---|
| Pay: officers, directors, trustees | $120,000 | 84.2% | |
| Taxes | $9,414 | 6.6% | |
| Other expenses | $5,266 | 3.7% | |
| Travel, conferences and meetings | $3,514 | 2.5% | |
| Fees: accounting | $3,160 | 2.2% | |
| Fees: legal | $590 | 0.4% | |
| Depreciation and depletion | $521 | 0.4% | |
| Total | $142,465 | 100% |
2013 · Form 990PF · $145,254 spent · pay $118,333 · grants $0 · events $1,178
| Line | As described | Total | Share |
|---|---|---|---|
| Pay: officers, directors, trustees | $118,333 | 81.5% | |
| Taxes | $8,807 | 6.1% | |
| Other expenses | $8,483 | 5.8% | |
| Fees: accounting | $5,824 | 4.0% | |
| Fees: legal | $2,369 | 1.6% | |
| Travel, conferences and meetings | $1,178 | 0.8% | |
| Depreciation and depletion | $260 | 0.2% | |
| Total | $145,254 | 100% |