BARNEY FAMILY FOUNDATION
2024 · Form 990PF · revenue $745K · expenses $2.7M · assets $28.4M
- Also known as
- C/O ROBERT T NAPIER HARRISON LLP
- EIN
- 36-7195126
- Address
- 333 W WACKER DR STE 1700, CHICAGO, IL 60606-1247
- NTEE code
- T900
- Subsection
- 501(c)(3)
- Ruling year
- 1998
- 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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
3 people 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 |
|---|---|---|---|---|---|
| Stephen M Barney Jr | FOUNDATION MGR. | 2013-2024 | $125,000 | $1,507,884 | 1 |
| Kristen Barney Adams | FOUNDATION MGR. | 2013-2024 | $125,000 | $1,507,884 | 1 |
| Mary Ann Roti | ASSOC. MANAGER | 2014-2024 | $94,100 | $835,554 | 1 |
Unpaid officers and directors · 2 people
| Name | Latest title | Years | Organizations |
|---|---|---|---|
| Stephen M Barney Sr | TRUSTEE | 2013-2024 | 1 |
| Lynne C Barney | TRUSTEE | 2013-2024 | 1 |
People by year
2024 · 5 people listed · 3 paid, $344K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHEN M BARNEY JR | FOUNDATION MGR. | 30 | $125,000 | - | $0 | $125,000 | 1 |
| KRISTEN BARNEY ADAMS | FOUNDATION MGR. | 30 | $125,000 | - | $0 | $125,000 | 1 |
| MARY ANN ROTI | ASSOC. MANAGER | 35 | $94,100 | - | $0 | $94,100 | 1 |
| STEPHEN M BARNEY SR | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| LYNNE C BARNEY | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
2023 · 5 people listed · 3 paid, $341K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHEN M BARNEY JR | FOUNDATION MGR. | 20 | $125,000 | - | $0 | $125,000 | 1 |
| KRISTEN BARNEY ADAMS | FOUNDATION MGR. | 20 | $125,000 | - | $0 | $125,000 | 1 |
| MARY ANN ROTI | ASSOC. MANAGER | 35 | $91,077 | - | $0 | $91,077 | 1 |
| STEPHEN M BARNEY SR | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| LYNNE C BARNEY | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
2022 · 5 people listed · 3 paid, $329K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHEN M BARNEY JR | FOUNDATION MGR. | 20 | $125,000 | - | $0 | $125,000 | 1 |
| KRISTEN BARNEY ADAMS | FOUNDATION MGR. | 20 | $125,000 | - | $0 | $125,000 | 1 |
| MARY ANN ROTI | ASSOC. MANAGER | 35 | $79,300 | - | $0 | $79,300 | 1 |
| STEPHEN M BARNEY SR | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| LYNNE C BARNEY | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
2021 · 5 people listed · 3 paid, $342K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHEN M BARNEY JR | FOUNDATION MGR. | 20 | $129,808 | - | $0 | $129,808 | 1 |
| KRISTEN BARNEY ADAMS | FOUNDATION MGR. | 20 | $129,808 | - | $0 | $129,808 | 1 |
| MARY ANN ROTI | ASSOC. MANAGER | 35 | $81,885 | - | $0 | $81,885 | 1 |
| STEPHEN M BARNEY SR | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| LYNNE C BARNEY | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2020 · 5 people listed · 3 paid, $329K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHEN M BARNEY JR | FOUNDATION MGR. | 20 | $125,000 | - | $0 | $125,000 | 1 |
| KRISTEN BARNEY ADAMS | FOUNDATION MGR. | 20 | $125,000 | - | $0 | $125,000 | 1 |
| MARY ANN ROTI | ASSOC. MANAGER | 35 | $78,800 | - | $0 | $78,800 | 1 |
| STEPHEN M BARNEY SR | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| LYNNE C BARNEY | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2019 · 5 people listed · 3 paid, $332K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHEN M BARNEY JR | FOUNDATION MGR. | 20 | $125,000 | - | $0 | $125,000 | 1 |
| KRISTEN BARNEY ADAMS | FOUNDATION MGR. | 20 | $125,000 | - | $0 | $125,000 | 1 |
| MARY ANN ROTI | ASSOC. MANAGER | 35 | $82,001 | - | $0 | $82,001 | 1 |
| STEPHEN M BARNEY SR | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| LYNNE C BARNEY | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2018 · 5 people listed · 3 paid, $327K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHEN M BARNEY JR | Foundation Mgr. | 20 | $125,000 | - | - | $125,000 | 1 |
| KRISTEN BARNEY ADAMS | Foundation Mgr. | 20 | $125,000 | - | - | $125,000 | 1 |
| MARY ANN ROTI | ASSOC. MANAGER | 35 | $74,220 | - | $2,533 | $76,753 | 1 |
| STEPHEN M BARNEY SR | Trustee | 1 | $0 | - | - | $0 | 1 |
| LYNNE C BARNEY | Trustee | 1 | $0 | - | - | $0 | 1 |
2017 · 5 people listed · 3 paid, $320K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHEN M BARNEY JR | Foundation Mgr. | 20 | $125,000 | - | - | $125,000 | 1 |
| KRISTEN BARNEY ADAMS | Foundation Mgr. | 20 | $125,000 | - | - | $125,000 | 1 |
| MARY ANN ROTI | ASSOC. MANAGER | 35 | $67,928 | - | $2,497 | $70,425 | 1 |
| STEPHEN M BARNEY SR | Trustee | 1 | $0 | - | - | $0 | 1 |
| LYNNE C BARNEY | Trustee | 1 | $0 | - | - | $0 | 1 |
2016 · 5 people listed · 3 paid, $312K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHEN M BARNEY JR | FOUNDATION MANAGER | 20 | $125,000 | - | $1,144 | $126,144 | 1 |
| KRISTEN BARNEY ADAMS | FOUNDATION MANAGER | 20 | $125,000 | - | $1,144 | $126,144 | 1 |
| MARY ANN ROTI | ASSOCIATE MANAGING D | 35 | $59,841 | - | $0 | $59,841 | 1 |
| STEPHEN M BARNEY SR | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| LYNNE C BARNEY | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2015 · 5 people listed · 3 paid, $315K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHEN M BARNEY JR | FOUNDATION MANAGER | 20 | $125,000 | - | $1,017 | $126,017 | 1 |
| KRISTEN BARNEY ADAMS | FOUNDATION MANAGER | 20 | $125,000 | - | $1,017 | $126,017 | 1 |
| MARY ANN ROTI | ASSOCIATE MANAGING D | 35 | $62,710 | - | $0 | $62,710 | 1 |
| STEPHEN M BARNEY SR | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| LYNNE C BARNEY | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2014 · 5 people listed · 3 paid, $310K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHEN M BARNEY JR | FOUNDATION MANAGER | 20 | $125,000 | - | $915 | $125,915 | 1 |
| KRISTEN BARNEY ADAMS | FOUNDATION MANAGER | 20 | $125,000 | - | $915 | $125,915 | 1 |
| MARY ANN ROTI | ASSOCIATE MANAGING D | 35 | $58,662 | - | $0 | $58,662 | 1 |
| STEPHEN M BARNEY SR | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| LYNNE C BARNEY | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2013 · 4 people listed · 2 paid, $250K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHEN M BARNEY JR | FOUNDATION MANAGER | 20 | $125,000 | - | $0 | $125,000 | 1 |
| KRISTEN BARNEY ADAMS | FOUNDATION MANAGER | 20 | $125,000 | - | $0 | $125,000 | 1 |
| STEPHEN M BARNEY SR | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| LYNNE C BARNEY | TRUSTEE | 1 | $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 · 34 grants to organizations · $1.7M
2023 · 34 grants to organizations · $1.8M
2022 · 30 grants to organizations · $1.6M
2021 · 31 grants to organizations · $1.6M
2020 · 29 grants to organizations · $1.7M
2019 · 34 grants to organizations · $1.7M
2018 · 0 grants to organizations · $0 · 40 grants to individuals · $1.6M
2017 · 0 grants to organizations · $0 · 35 grants to individuals · $1.6M
2016 · 29 grants to organizations · $1.3M
2015 · 25 grants to organizations · $1.1M
2014 · 28 grants to organizations · $1.2M
2013 · 30 grants to organizations · $1.3M
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
No contributors are listed on Schedule B in the e-filed returns we have for this organization.
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 | ||||||||
| $745,242 | $2,668,598 | $28,436,870 | $28,436,870 | - | - | $250,000 | - | - |
| 2023 · Form 990PF | ||||||||
| -$491,319 | $2,653,138 | $30,360,226 | $30,360,226 | - | - | $250,000 | - | - |
| 2022 · Form 990PF | ||||||||
| $1,762,651 | $2,905,352 | $33,504,683 | $33,504,683 | - | - | $250,000 | - | - |
| 2021 · Form 990PF | ||||||||
| $4,783,613 | $2,529,330 | $34,647,384 | $34,647,384 | - | - | $259,616 | - | - |
| 2020 · Form 990PF | ||||||||
| $6,852,000 | $2,567,562 | $32,393,101 | $32,393,101 | - | - | $250,000 | - | - |
| 2019 · Form 990PF | ||||||||
| $1,095,832 | $2,505,452 | $28,108,663 | $28,108,663 | - | - | $250,000 | - | - |
| 2018 · Form 990PF | ||||||||
| $1,855,244 | $2,241,479 | $29,518,283 | $29,518,283 | - | - | $250,000 | - | - |
| 2017 · Form 990PF | ||||||||
| $1,823,110 | $2,199,093 | $29,904,518 | $29,904,518 | - | - | $250,000 | - | - |
| 2016 · Form 990PF | ||||||||
| -$253,534 | $1,784,934 | $30,280,501 | $30,280,501 | - | - | $250,000 | - | - |
| 2015 · Form 990PF | ||||||||
| $1,079,836 | $1,756,912 | $32,318,969 | $32,318,969 | - | - | $250,000 | - | - |
| 2014 · Form 990PF | ||||||||
| $2,052,527 | $1,697,794 | $32,996,045 | $32,996,045 | - | - | $250,000 | - | - |
| 2013 · Form 990PF | ||||||||
| -$733,254 | $1,772,769 | $32,641,312 | $32,641,312 | - | - | $250,000 | - | - |
Funders of this organization
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Similar organizations
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Who funds organizations like this
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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 · $2,668,598 spent · pay $498,715 · grants $1,695,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,695,000 | 63.5% | |
| Fees: other professional | $314,291 | 11.8% | |
| Pay: officers, directors, trustees | $250,000 | 9.4% | |
| Pension plans and employee benefits | $154,615 | 5.8% | |
| Other expenses | $119,026 | 4.5% | |
| Other salaries and wages | $94,100 | 3.5% | |
| Taxes | $38,316 | 1.4% | |
| Fees: accounting | $3,250 | 0.1% | |
| Total | $2,668,598 | 100% |
2023 · Form 990PF · $2,653,138 spent · pay $485,264 · grants $1,796,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,796,000 | 67.7% | |
| Fees: other professional | $315,322 | 11.9% | |
| Pay: officers, directors, trustees | $250,000 | 9.4% | |
| Pension plans and employee benefits | $144,187 | 5.4% | |
| Other salaries and wages | $91,077 | 3.4% | |
| Taxes | $50,305 | 1.9% | |
| Fees: accounting | $5,345 | 0.2% | |
| Other expenses | $902 | 0.0% | |
| Total | $2,653,138 | 100% |
2022 · Form 990PF · $2,905,352 spent · pay $465,537 · grants $1,604,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,604,000 | 55.2% | |
| Taxes | $579,373 | 19.9% | |
| Pay: officers, directors, trustees | $250,000 | 8.6% | |
| Fees: other professional | $243,430 | 8.4% | |
| Pension plans and employee benefits | $136,237 | 4.7% | |
| Other salaries and wages | $79,300 | 2.7% | |
| Fees: accounting | $11,542 | 0.4% | |
| Other expenses | $1,470 | 0.1% | |
| Total | $2,905,352 | 100% |
2021 · Form 990PF · $2,529,330 spent · pay $468,835 · grants $1,629,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,629,000 | 64.4% | |
| Pay: officers, directors, trustees | $259,616 | 10.3% | |
| Fees: other professional | $246,011 | 9.7% | |
| Taxes | $166,684 | 6.6% | |
| Pension plans and employee benefits | $127,334 | 5.0% | |
| Other salaries and wages | $81,885 | 3.2% | |
| Other expenses | $10,829 | 0.4% | |
| Fees: accounting | $7,971 | 0.3% | |
| Total | $2,529,330 | 100% |
2020 · Form 990PF · $2,567,562 spent · pay $461,505 · grants $1,725,000 · events $2,466
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,725,000 | 67.2% | |
| Pay: officers, directors, trustees | $250,000 | 9.7% | |
| Fees: other professional | $202,924 | 7.9% | |
| Taxes | $152,517 | 5.9% | |
| Pension plans and employee benefits | $132,705 | 5.2% | |
| Other salaries and wages | $78,800 | 3.1% | |
| Fees: accounting | $11,900 | 0.5% | |
| Other expenses | $10,850 | 0.4% | |
| Travel, conferences and meetings | $2,466 | 0.1% | |
| Printing and publications | $400 | 0.0% | |
| Total | $2,567,562 | 100% |
2019 · Form 990PF · $2,505,452 spent · pay $440,450 · grants $1,700,000 · events $3,277
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,700,000 | 67.9% | |
| Pay: officers, directors, trustees | $250,000 | 10.0% | |
| Fees: other professional | $212,938 | 8.5% | |
| Pension plans and employee benefits | $108,449 | 4.3% | |
| Taxes | $94,556 | 3.8% | |
| Other salaries and wages | $82,001 | 3.3% | |
| Other expenses | $45,481 | 1.8% | |
| Fees: accounting | $8,750 | 0.3% | |
| Travel, conferences and meetings | $3,277 | 0.1% | |
| Total | $2,505,452 | 100% |
2018 · Form 990PF · $2,241,479 spent · pay $326,753 · grants $1,600,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,600,500 | 71.4% | |
| Pay: officers, directors, trustees | $250,000 | 11.2% | |
| Fees: other professional | $189,722 | 8.5% | |
| Other salaries and wages | $74,220 | 3.3% | |
| Taxes | $60,902 | 2.7% | |
| Other expenses | $44,746 | 2.0% | |
| Fees: legal | $9,641 | 0.4% | |
| Fees: accounting | $9,215 | 0.4% | |
| Pension plans and employee benefits | $2,533 | 0.1% | |
| Total | $2,241,479 | 100% |
2017 · Form 990PF · $2,199,093 spent · pay $320,425 · grants $1,600,000 · events $2,870
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,600,000 | 72.8% | |
| Pay: officers, directors, trustees | $250,000 | 11.4% | |
| Fees: other professional | $160,058 | 7.3% | |
| Other salaries and wages | $67,928 | 3.1% | |
| Other expenses | $61,543 | 2.8% | |
| Taxes | $29,376 | 1.3% | |
| Fees: legal | $16,871 | 0.8% | |
| Fees: accounting | $7,950 | 0.4% | |
| Travel, conferences and meetings | $2,870 | 0.1% | |
| Pension plans and employee benefits | $2,497 | 0.1% | |
| Total | $2,199,093 | 100% |
2016 · Form 990PF · $1,784,934 spent · pay $250,000 · grants $1,278,221 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,278,221 | 71.6% | |
| Pay: officers, directors, trustees | $250,000 | 14.0% | |
| Fees: other professional | $125,611 | 7.0% | |
| Other expenses | $58,824 | 3.3% | |
| Taxes | $53,794 | 3.0% | |
| Fees: accounting | $18,484 | 1.0% | |
| Total | $1,784,934 | 100% |
2015 · Form 990PF · $1,756,912 spent · pay $250,000 · grants $1,050,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,050,000 | 59.8% | |
| Pay: officers, directors, trustees | $250,000 | 14.2% | |
| Fees: other professional | $195,555 | 11.1% | |
| Taxes | $187,462 | 10.7% | |
| Other expenses | $54,479 | 3.1% | |
| Fees: accounting | $15,600 | 0.9% | |
| Fees: legal | $3,070 | 0.2% | |
| Printing and publications | $746 | 0.0% | |
| Total | $1,756,912 | 100% |
2014 · Form 990PF · $1,697,794 spent · pay $310,492 · grants $1,250,000 · events $2,488
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,250,000 | 73.6% | |
| Pay: officers, directors, trustees | $250,000 | 14.7% | |
| Other salaries and wages | $58,662 | 3.5% | |
| Other expenses | $44,286 | 2.6% | |
| Taxes | $40,927 | 2.4% | |
| Fees: other professional | $25,802 | 1.5% | |
| Fees: accounting | $21,995 | 1.3% | |
| Travel, conferences and meetings | $2,488 | 0.1% | |
| Pension plans and employee benefits | $1,830 | 0.1% | |
| Fees: legal | $1,804 | 0.1% | |
| Total | $1,697,794 | 100% |
2013 · Form 990PF · $1,772,769 spent · pay $292,538 · grants $1,349,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,349,000 | 76.1% | |
| Pay: officers, directors, trustees | $250,000 | 14.1% | |
| Taxes | $64,300 | 3.6% | |
| Other salaries and wages | $42,538 | 2.4% | |
| Other expenses | $27,000 | 1.5% | |
| Fees: accounting | $21,654 | 1.2% | |
| Fees: other professional | $14,700 | 0.8% | |
| Fees: legal | $3,577 | 0.2% | |
| Total | $1,772,769 | 100% |