STRATEGY STUDIO / PUBLIC DATA EXPLORER

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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Charles Lacy PRESIDENT2013-2024 $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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Judy Wicks VICE PRESIDENT2013-2024 0 $0 reported 1
Ben Cohen CHAIRMAN2013-2024 0 $0 reported 1

People by year

2024 · 3 people listed · 1 paid, $100K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHARLES LACY PRESIDENT40 $80,000-$20,000 $100,0002
JUDY WICKS VICE PRESIDENT0 $0-$0 $01
BEN COHEN CHAIRMAN0 $0-$0 $01
2023 · 3 people listed · 1 paid, $80K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHARLES LACY PRESIDENT40 $80,000-$0 $80,0002
JUDY WICKS VICE PRESIDENT0 $0-$0 $01
BEN COHEN CHAIRMAN0 $0-$0 $01
2022 · 3 people listed · 1 paid, $100K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Charles Lacy President40 $80,000-$20,000 $100,0002
Judy Wicks Vice President0 $0-$0 $01
Ben Cohen Chairman0 $0-$0 $01
2021 · 3 people listed · 1 paid, $100K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Charles Lacy President40 $80,000-$20,000 $100,0002
Judy Wicks Vice President0 $0-$0 $01
Ben Cohen Chairman0 $0-$0 $01
2020 · 3 people listed · 1 paid, $41K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Charles Lacy President21 $41,108-$0 $41,1082
Judy Wicks Vice President0 $0-$0 $01
Ben Cohen Chairman0 $0-$0 $01
2019 · 3 people listed · 1 paid, $100K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Charles Lacy President40 $80,000-$20,000 $100,0002
Judy Wicks Vice President0 $0-$0 $01
Ben Cohen Chairman0 $0-$0 $01
2018 · 3 people listed · 1 paid, $100K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Charles Lacy President40 $79,992-$20,000 $99,9922
Judy Wicks Vice President0 $0-$0 $01
Ben Cohen Chairman0 $0-$0 $01
2015 · 3 people listed · 1 paid, $100K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHARLES LACY President40 $80,000-$20,000 $100,0002
JUDY WICKS Vice President0 $0-$0 $01
BEN COHEN Chairman0 $0-$0 $01
2014 · 3 people listed · 1 paid, $120K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHARLES LACY President40 $120,000-$0 $120,0002
JUDY WICKS Vice President0 $0-$0 $01
BEN COHEN Chairman0 $0-$0 $01
2013 · 3 people listed · 1 paid, $118K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHARLES LACY President40 $118,333-$0 $118,3332
JUDY WICKS Vice President0 $0-$0 $01
BEN COHEN Chairman0 $0-$0 $01

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
#ContributorTypeCity, stateTotalNoncashSource
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
#ContributorTypeCity, stateTotalNoncashSource
1 KEYSTONE QUALITY TRANSPORTATION COMPANY Organization or other SWARTHMORE, PA $5,000- Form 990PF Sch. B, 2023 · filing
2022 · 3 contributors · $15K
#ContributorTypeCity, stateTotalNoncashSource
1 Todd Strine Person Swarthmore, PA $5,000- Form 990PF Sch. B, 2022 · filing
2 Lisa Mitchell Person Philadelphia, PA $5,000- Form 990PF Sch. B, 2022 · filing
3 Lock Whitney Person Brooklyn, NY $5,000- Form 990PF Sch. B, 2022 · filing
2018 · 1 contributor · $40K
#ContributorTypeCity, stateTotalNoncashSource
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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$707,070$187,434 $5,196,069$5,177,595 $79,722- $100,000--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$596,840$303,877 $4,689,438$4,657,959 $6,000- $80,000--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$60,498$215,391 $4,390,028$4,364,996 $20,600- $80,000--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$52,841$392,738 $4,542,557$4,519,889 $0- $80,000--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$3,500,892$105,252 $4,951,778$4,859,786 $0- $41,108--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$34,671$183,847 $1,494,082$1,464,146 $0- $80,000--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$163,740$206,599 $1,650,123$1,613,322 $40,000- $79,992--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$90,855$128,867 $2,844,216$2,833,587 -- $80,000--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$69,737$142,465 $2,873,157$2,871,599 -- $120,000--
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$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

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
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

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
BLOCK R FUND INCOHB12 $51,730$34,962 President$0 Similar name, revenue differs more than 10x
ROCKWELL FUND INCTXNot 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
LineAs describedTotalShare
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$187,434100%

View the filing

2023 · Form 990PF · $303,877 spent · pay $80,000 · grants $42,022 · events $39,960
LineAs describedTotalShare
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$303,877100%

View the filing

2022 · Form 990PF · $215,391 spent · pay $100,000 · grants $28,927 · events $26,954
LineAs describedTotalShare
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$215,391100%

View the filing

2021 · Form 990PF · $392,738 spent · pay $100,000 · grants $36,200 · events $16,962
LineAs describedTotalShare
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$392,738100%

View the filing

2020 · Form 990PF · $105,252 spent · pay $41,108 · grants $0 · events $3,712
LineAs describedTotalShare
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$105,252100%

View the filing

2019 · Form 990PF · $183,847 spent · pay $106,120 · grants $26,500 · events $33,895
LineAs describedTotalShare
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$183,847100%

View the filing

2018 · Form 990PF · $206,599 spent · pay $106,489 · grants $40,000 · events $28,830
LineAs describedTotalShare
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$206,599100%

View the filing

2015 · Form 990PF · $128,867 spent · pay $100,000 · grants $0 · events $7,976
LineAs describedTotalShare
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$128,867100%

View the filing

2014 · Form 990PF · $142,465 spent · pay $120,000 · grants $0 · events $3,514
LineAs describedTotalShare
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$142,465100%

View the filing

2013 · Form 990PF · $145,254 spent · pay $118,333 · grants $0 · events $1,178
LineAs describedTotalShare
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$145,254100%

View the filing