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Nonprofiteer
← DR GERTRUDE A BARBER FOUNDATION INC

Form 990 for tax year 2023

Filed by DR GERTRUDE A BARBER FOUNDATION INC.

Totals

Total revenue
$4,920,490
Total expenses
$2,763,331
Contributions and grants received
$2,707,872
Grants paid
$2,410,209
Program service revenue
$0
Investment income
$2,147,670
Other revenue
$64,948
Total assets, end of year
$80,825,887
Total liabilities, end of year
$1,485,315
Net assets or fund balances, end of year
$79,340,572
Program services expenses (Part IX)
$2,419,771
Management and general expenses
$251,357
Fundraising expenses
$92,203
Program service expenses (Part III)
$2,419,771

Program services were 87.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $150,848

  • 1d · Related organizations

    $2,028,533

  • 1f · All other contributions, gifts and grants

    $528,491

  • 1g · Noncash contributions included above

    $10,336

  • 3 · Investment income

    total $1,905,670 · excluded $1,905,670

  • 7a · Gross sales of assets other than inventory

    securities $504,436

  • 7b · Less cost or other basis and sales expenses

    securities $262,436

  • 7c · Gain or loss

    securities $242,000

  • 7d · Net gain or loss

    total $242,000 · related or exempt $242,000

  • 8a · Fundraising events: gross income

    $286,226

  • 8a · Fundraising events: contributions included on line 1c

    $150,848

  • 8b · Fundraising events: direct expenses

    $246,067

  • 8c · Net income from fundraising events

    total $40,159 · excluded $40,159

  • 9a · Gaming: gross income

    $24,789

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $24,789 · excluded $24,789

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,377,511 · program services $2,377,511

  • 2 · Grants to domestic individuals

    total $32,698 · program services $32,698

  • 11b · Fees: legal

    total $6,500 · management and general $6,500

  • 11c · Fees: accounting

    total $11,600 · management and general $11,600

  • 11f · Fees: investment management

    total $109,893 · program services $5,093 · management and general $104,800

  • 11g · Fees: other

    total $116,859 · management and general $24,656 · fundraising $92,203

  • 12 · Advertising and promotion

    total $42,015 · management and general $42,015

  • 13 · Office expenses

    total $9,489 · program services $4,469 · management and general $5,020

  • 14 · Information technology

    total $1,356 · management and general $1,356

  • 16 · Occupancy

    total $8,528 · management and general $8,528

  • 19 · Conferences, conventions and meetings

    total $46 · management and general $46

  • 20 · Interest

    total $698 · management and general $698

  • 22 · Depreciation, depletion and amortization

    total $10,272 · management and general $10,272

  • 23 · Insurance

    total $3,356 · management and general $3,356

  • 24a · Other expenses: ADMINISTRATIVE ALLOCATI

    total $25,187 · management and general $25,187

  • 24b · Other expenses: OTHER

    total $4,604 · management and general $4,604

  • 24c · Other expenses: STAFF DEVELOPMENT

    total $1,729 · management and general $1,729

  • 24d · Other expenses: MEMBERSHIPS & SUBSCRIPT

    total $990 · management and general $990

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $82,810 · end of year $2,769,347

  • 2 · Savings and temporary cash investments

    beginning of year $18,038,606 · end of year $3,142,759

  • 4 · Accounts receivable

    beginning of year $5,574,229 · end of year $375,737

  • 7 · Other notes and loans receivable

    beginning of year $586,998 · end of year $479,514

  • 9 · Prepaid expenses and deferred charges

    beginning of year $87,268 · end of year $11,376

  • 10a · Land, buildings and equipment: cost or other basis

    $88,090

  • 10b · Land, buildings and equipment: accumulated depreciation

    $18,586

  • 10c · Land, buildings and equipment, net

    beginning of year $8,000 · end of year $69,504

  • 11 · Investments: publicly traded securities

    beginning of year $46,948,568 · end of year $73,977,650

  • 17 · Accounts payable and accrued expenses

    beginning of year $342,700 · end of year $1,413,911

  • 19 · Deferred revenue

    beginning of year $39,826 · end of year $71,404

  • 27 · Net assets without donor restrictions

    beginning of year $69,582,438 · end of year $77,999,841

  • 28 · Net assets with donor restrictions

    beginning of year $1,361,515 · end of year $1,340,731

Mission and programs · 2023

Mission

Withheld by Nonprofiteer: this text may name a private individual.

Activities or mission (Part I)

Withheld by Nonprofiteer: this text may name a private individual.

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $2,419,771 · Grants $2,410,209

As filed on the 2023 return. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • John J Barber III

    PRESIDENT, CHAIRMAN, TREAS

    Total calculated
    $766,305
    From this org
    $0
    From related orgs
    $742,810
    Other
    $23,495
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $719,320 related
    Bonus
    $0
    Other
    $0 + $23,490 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $23,495 related
    Filer's total
    $0 + $766,305 related

  • Patrick Barber

    VICE PRESIDENT, TREASURY M

    Total calculated
    $165,239
    From this org
    $0
    From related orgs
    $165,186
    Other
    $53
    Hours/week
    1 + 40.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $160,784 related
    Bonus
    $0
    Other
    $0 + $4,402 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $53 related
    Filer's total
    $0 + $165,239 related

  • Bridget Barber

    SECRETARY

    Total calculated
    $130,628
    From this org
    $0
    From related orgs
    $120,582
    Other
    $10,046
    Hours/week
    2 + 35.5 related

  • Brendan P Barber Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.2 related

  • John J Barber IV Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related

  • Brian O'Donoghue

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Kevin O'Hare

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Charles Reams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Robert J Will

    VICE CHAIRMAN

    Total calculated
    $20,000
    From this org
    $0
    From related orgs
    $20,000
    Other
    $0
    Hours/week
    1 + 3 related

  • Jean Nielsen

    CHIEF FINANCIAL OFFICER

    Total calculated
    $209,631
    From this org
    $0
    From related orgs
    $191,040
    Other
    $18,591
    Hours/week
    0.5 + 50.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $181,459 related
    Bonus
    $0
    Other
    $0 + $9,581 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $18,591 related
    Filer's total
    $0 + $209,631 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE DR. GERTRUDE A. BARBER FOUNDATION, INC. RELIED ON A RELATED ORGANIZATION, THE DR. GERTRUDE A. BARBER CENTER, INC., TO ESTABLISH THE COMPENSATION OF OFFICERS. THE DR. GERTRUDE A. BARBER CENTER, INC. USED THE FOLLOWING METHODS: -INDEPENDENT COMPENSATION CONSULTANT -FORM 990 OF OTHER ORGANIZATIONS -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • BARBER ENTERPRISE SOLUTIONS INC

    C · MANAGEMENT SUPPORT AND CONSULTING SERVICES · PA · controlled entity

    Directly controlled by BARBER SERVICES SYSTEMS INC

Provenance

Return type
form_990
Tax year
2023
Filed
8 May 2025
IRS schema version
2023v6.0
Source object
202501289349301330

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