Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
Charles & Margery Barancik Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)1515 Ringling Boulevard 500
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Sarasota, FL34236
A Employer identification number

36-3442474
B Telephone number (see instructions)

(813) 486-0083
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$701,296,619J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 20,264,947
2 Check right arrow.............
3 Interest on savings and temporary cash investments 205,807 205,807  
4 Dividends and interest from securities... 16,683,627 16,683,627  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 8,204,225
b Gross sales price for all assets on line 6a 29,100,000
7 Capital gain net income (from Part IV, line 2)... 8,204,225
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... 0 0 0
12 Total. Add lines 1 through 11........ 45,358,606 25,093,659 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 850,225 98,556   751,669
14 Other employee salaries and wages...... 897,621     897,621
15 Pension plans, employee benefits....... 376,202 21,854   354,348
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
0 0 0 7,818
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
21,500 10,750 0 10,750
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
348,266 333,405 0 200,247
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
340,734 0 0 -2,500
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy.............. 154,878     154,878
21 Travel, conferences, and meetings....... 75,958     75,958
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
120,821 0 0 128,599
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,186,205 464,565 0 2,579,388
25 Contributions, gifts, grants paid....... 26,312,722 26,114,240
26 Total expenses and disbursements. Add lines 24 and 25 29,498,927 464,565 0 28,693,628
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 15,859,679
b Net investment income (if negative, enter -0-) 24,629,094
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 27,033    
2 Savings and temporary cash investments......... 3,248,085 3,081,998 3,081,998
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
5 Grants receivable................. 0    
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) right arrow0
Less: allowance for doubtful accounts right arrow0 0 0 0
8 Inventories for sale or use.............. 0    
9 Prepaid expenses and deferred charges.......... 0    
10a Investments—U.S. and state government obligations (attach schedule) 66,274,658 Click to see attachment
List of Attached Documents:
// Content
72,413,004 		68,918,834
b Investments—corporate stock (attach schedule)....... 424,406,565 Click to see attachment
List of Attached Documents:
// Content
427,996,005 		560,474,038
c Investments—corporate bonds (attach schedule)....... 67,957,925 Click to see attachment
List of Attached Documents:
// Content
74,282,937 		68,821,749
11 Investments—land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 0 0 0
14 Land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
15 Other assets (describe right arrow) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 561,914,266 577,773,944 701,296,619
Liabilities 17 Accounts payable and accrued expenses.......... 0  
18 Grants payable................. 0  
19 Deferred revenue................. 0  
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 561,914,264 577,773,944
29 Total net assets or fund balances (see instructions)..... 561,914,264 577,773,944
30 Total liabilities and net assets/fund balances (see instructions). 561,914,264 577,773,944
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
561,914,264
2
Enter amount from Part I, line 27a .....................
2
15,859,679
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
577,773,943
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
577,773,943
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES (WITH VARIOUS PURCHASE AND SALE DATES) P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 29,100,000   20,895,775 8,204,225
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a     0 8,204,225
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 8,204,225
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 342,344
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) Click to see attachment
List of Attached Documents:
// Content
2 0
3 Add lines 1 and 2........................... 3 342,344
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 342,344
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 275,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 67,344
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 342,344
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowFL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.BarancikFoundation.org
14
The books are in care ofright arrowEv Bosque Telephone no.right arrow (813) 486-0083

Located atright arrow1515 Ringling Boulevard 500SarasotaFL ZIP+4right arrow34236
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Teri A Hansen President / CEO
40.000 		456,724 30,500 0
1515 Ringling Blvd
500
Sarasota,FL34236
Evelio I Bosque CFO / Treasurer
40.000 		273,624 8,841 0
1515 Ringling Blvd
500
Sarasota,FL34236
Jessica B Polk Secretary
40.000 		102,149 9,583 0
1515 Ringling Blvd
500
Sarasota,FL34236
Deborah K Hanson Director
2.000 		0 0 0
1515 Ringling Blvd
500
Sarasota,FL34236
Benjamin R Hanan Director
2.000 		0 0 0
1515 Ringling Blvd
500
Sarasota,FL34236
Hosana Fieber Director
2.000 		0 0 0
1515 Ringling Blvd
500
Sarasota,FL34236
Laura Kingsley Director
2.000 		0 0 0
1515 Ringling Blvd
500
Sarasota,FL34236
Lisa M Hise Director
2.000 		0 0 0
1515 Ringling Blvd
500
Sarasota,FL34236
Michael E Gronli Director
2.000 		0 0 0
1515 Ringling Blvd
500
Sarasota,FL34236
Rebecca H Barancik Chair
10.000 		0 0 0
1515 Ringling Blvd
500
Sarasota,FL34236
Scott J Barancik Director
2.000 		0 0 0
1515 Ringling Blvd
500
Sarasota,FL34236
Steve Barancik Director
2.000 		0 0  
1516 Ringling Blvd
501
Sarasota,FL34236
Stefanie Jones Director
2.000 		0 0 0
1515 Ringling Blvd
500
Sarasota,FL34236
Wendy Roseth Director
2.000 		0 0 0
1515 Ringling Blvd
500
Sarasota,FL34236
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
John F Annis SVP
40.000 		275,225 30,500 0
1515 Ringling Blvd
500
Sarasota,FL34236
Kelly A Romanoff Innovation Officer
40.000 		199,979 18,133 0
1515 Ringling Blvd
500
Sarasota,FL34236
Gregory L Luberecki Comm. Officer
40.000 		134,716 7,325 0
1515 Ringling Blvd
500
Sarasota,FL34236
Omar Guevarra Impact Officer
40.000 		115,202 4,677 0
1515 Ringling Boulevard
500
Sarasota,FL34236
Mathew E Sauer Impact Officer
40.000 		108,212 3,300 0
1515 Ringling Boulevard
500
Sarasota,FL34236
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
Vanguard Investment Management Investment Management 333,405
400 Devon Park Drive
Wayne,PA19087
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 None  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
674,206,494
b
Average of monthly cash balances.......................
1b
3,981,862
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
678,188,356
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
678,188,356
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
10,172,825
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
668,015,531
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
33,400,777
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
33,400,777
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
342,344
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
342,344
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
33,058,433
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
33,058,433
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
33,058,433
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
28,693,628
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
28,693,628
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 33,058,433
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 27,775,984
b Total for prior years:2022, 2021, 2020 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 28,693,628
a Applied to 2023, but not more than line 2a 27,775,984
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 917,644
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024.   0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		32,140,789
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
None
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
None
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

Sarasota County Schools

1960 Landings Boulevard
Sarasota,FL34231 		None GOV To support professional development for Principals and Assistant Principals. 2,750

CenterPlace Health

1750 17th Street Building N
Sarasota,FL34234 		None PC 2024 Luncheon and Back to School Event 5,000

Chicago Zoological Society

Brookfield Zoo 3300 Golf Road
Brookfield,IL60513 		None PC Bottlenose Dolphins as Sentinels of Coastal Ecosystem Health, 2022 260,000

DeSoto County Sheriff's Office

208 East Cypress Street
Arcadia,FL34266 		None GOV CMBF Initiative: Recidivism - Reentry Navigator, Vehicle, and Inmate Assistance Fund, 2024 122,847

Gulf Coast Community Foundation

601 Tamiami Trail South
Venice,FL34285 		None PC Fund for the Sheriff's Office to provide small grants for grassroots efforts that improve neighborhoods 25,000

Gulf Coast Legal Services

501 First Avenue North Suite 420
ST PETERSBURG,FL33701 		None PC Grant refund received from Gulfcoast Legal Services for unused granted funds. -62,646

National Alliance on Mental Illness Sarasota and Manatee Counties

1226 North Tamiami Trail Suite 202
Sarasota,FL34236 		None PC Grant to address the growing mental health needs in our community 250,000

Gulf Coast Community Foundation

601 Tamiami Trail South
Venice,FL34285 		None PC Grant to establish charitable donor advised fund at Gulf Coast Community Foundation 2,500,000

Marie Selby Botanical Gardens

1534 Mound Street
Sarasota,FL34236 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 79,000

Museum of Science and Industry of Chicago

5700 South DuSable Lake Shore Drive
Chicago,IL60637 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 100,000

Ravinia Festival Association

418 Sheridan Road
Highland Park,IL60035 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 60,000

Ringling College of Art and Design

2700 North Tamiami Trail
Sarasota,FL34234 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 77,500

Sarasota Memorial Healthcare Foundation

1515 South Osprey Avenue Suite B-4
Sarasota,FL34239 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 57,500

Sarasota Orchestra

709 North Tamiami Trail
Sarasota,FL34236 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 74,600

The Sarasota Ballet

5555 North Tamiami Trail
Sarasota,FL34243 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 60,000

Academy Prep Center of St Petersburg

2301 22nd Ave S
Saint Petersburg,FL33712 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 5,000

American Jewish Committee

1605 Main Street 612 Suite 612
Sarasota,FL34236 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 50,000

Arcadia-DeSoto County Habitat for Humanity

10 South DeSoto Avenue
Arcadia,FL34265 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 1,000

Asolo Repertory Theatre

5555 North Tamiami Trail
Sarasota,FL34243 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 137,000

Booker High School Foundation

3201 North Orange Avenue
Sarasota,FL34234 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 2,500

Boys & Girls Clubs of Sarasota and DeSoto Counties

3130 Fruitville Road
Sarasota,FL34237 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 48,500

Brotherhood of Men Mentor Group

PO Box 51891
Sarasota,FL34232 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 1,000

Sarasota County School District

1960 Landings Blvd
Sarasota,FL34231 		None GOV Reimbursement of previously paid Ripple Effect Funds. Funds were subsequently disbursed directly to teachers. -33,625

Friends of the Myakka River

13208 State Road 72
Sarasota,FL342419546 		None PC Support for organizational and operating expenses 90,000

Girls Incorporated of Sarasota County

201 South Tuttle Avenue
Sarasota,FL34237 		None PC Support for organizational and operating expenses 43,500

Gratitude Generation

815 Rosemary Terrace
Deerfield,IL60015 		None PC Support for organizational and operating expenses 5,000

Girls Incorporated of Sarasota County

201 South Tuttle Avenue
Sarasota,FL34237 		None PC Support for scholarship funds for at-risk girls and educational and character-building programs. 50,000

FSUAsolo Conservatory for Actor Training

5555 North Tamiami Trail
Sarasota,FL34243 		None PC Support to build a reusable Shakespearean set. 50,000

Asolo Repertory Theatre

5555 North Tamiami Trail
Sarasota,FL34243 		None PC To break down economic, accessibility, and cultural barriers to live theater and educational programming. 300,000

Mothers Helping Mothers

5933 North Washington Boulevard
Sarasota,FL34243 		None PC To build a suite of wrap-around services at the organization's Sarasota drop-in center. 180,740

Manasota ASALH

PO Box 2356
Sarasota,FL34230 		None PC To build staff capacity within the organization. 151,000

Manatee Children's Services

1227 9th Avenue West
Bradenton,FL34205 		None PC To complete critical safety and infrastructure upgrades at its Child Advocacy Center. 320,000

Community News Collaborative

1661 Ringling Blvd
Sarasota,FL342307000 		None PC To create a more informed citizenry through quality news coverage of local stories. 1,100,000

Gulf Coast Community Foundation

601 Tamiami Trail South
Venice,FL34285 		None PC To enable the Longboat Key Police Department to acquire a driving simulator for emergency vehicle operations 60,000

All Faiths Food Bank

8171 Blaikie Court
Sarasota,FL34240 		None PC To expand food insecurity screening programs in Sarasota and DeSoto counties. 943,568

Take Stock in Children of Sarasota County

PO Box 48186
Sarasota,FL34230 		None PC To expand its support for students into DeSoto County. 400,000

Children First

1723 North Orange Avenue
Sarasota,FL34234 		None PC To expand parenting education, family advocacy and vocational coaching services. 133,500

Florida Humanities Council

599 2nd St S
ST PETERSBURG,FL33701 		None PC To expand programming in 12th Judicial Circuit. 125,000

Upward Notes

3904 Lakeside Road 174
Sarasota,FL342321114 		None PC To expand the classical music audience and reach more people with the humanizing influence of arts and culture. 75,000

Links to Success

PO Box 864
Arcadia,FL34265 		None PC To help families in DeSoto County access resources and educational opportunities through a family navigation program. 236,000

Rebuilding Together Tampa Bay

3914 N 301 Highway Suite 700
Tampa,FL33619 		None PC To help Newtown residents remain in their homes and to create a pilot for attracting other participants. 150,000

Jewish Family & Children's Service of the Suncoast

2688 Fruitville Road
Sarasota,FL34237 		None PC To increase access to mental health services for youth. 331,872

Samaritan Counseling Services Of The Gulf Coast

3224 Bee Ridge Road
Sarasota,FL34239 		None PC To increase capacity and train additional mental health professionals. 100,000

SunCoast Blood Centers

1760 Mound Street
Sarasota,FL34236 		None PC To increase the supply of blood donations and to retrofit a mobile unit to be energy efficient. 46,000

Community Foundation of Sarasota County

2635 Fruitville Road
Sarasota,FL34237 		None PC To meet immediate basic human needs following Hurricane Milton. 50,000

Gulf Coast Community Foundation

601 Tamiami Trail South
Venice,FL34285 		None PC To meet immediate basic human needs following Hurricane Milton. 50,000

Sarasota Memorial Healthcare Foundation

1515 South Osprey Avenue Suite B-4
Sarasota,FL34239 		None PC To meet immediate basic human needs following Hurricane Milton. 75,000

University of South Florida Foundation

4202 East Fowler Avenue ALC100
Tampa,FL33620 		None PC To provide educational leadership development for teachers in the Sarasota and Manatee county school districts. 250,062

Gulf Coast Community Foundation

601 Tamiami Trail South
Venice,FL34285 		None PC To provide food and beverage workers immediate bridge funding following Hurricane Helene. 50,000

Sarasota Memorial Healthcare Foundation

1515 South Osprey Avenue Suite B-4
Sarasota,FL34239 		None PC To provide match funds to support the long-term sustainability of First 1,000 Days Suncoast. 350,000

Manatee Community Foundation

2820 Manatee Avenue West
Bradenton,FL34205 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 351,000

Margwine Organization

PO Box 1486
Sarasota,FL342301486 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 45,250

Sarasota County Schools

1960 Landings Boulevard
Sarasota,FL34231 		None GOV To pursue the school district's mission through organizational excellence. 145,000

Manatee County Sheriff's Office

600 Highway 301 Boulevard West
Bradenton,FL34205 		None GOV To reduce recidivism in the 12th Judicial Circuit. 25,000

Sarasota County Sheriff's Office

PO Box 4115
Sarasota,FL34230 		None GOV To reduce recidivism in the 12th Judicial Circuit. 121,878

Children First

1723 North Orange Avenue
Sarasota,FL34234 		None PC To serve more children and families by adding three new classrooms. 900,000

Forty Carrots Family Center

1500 South Tuttle Avenue
Sarasota,FL34239 		None PC To strengthen families through parenting education and mental health support. 1,000,000

Climate Adaptation Center

111 South Pinapple Avenue Unit 911
Sarasota,FL34236 		None PC To support a climate summit and research meteorologist. 50,000

Gulf Coast Community Foundation

601 Tamiami Trail South
Venice,FL34285 		None PC To support a housing navigator at United Way of South Sarasota County following recent hurricanes. 36,500

Sarasota Childrens Museum

4938 Buchanan Place
Sarasota,FL342318509 		None PF To support a mobile educational outreach program. 5,000

Sarasota Children's Museum

4938 Buchanan Place
Sarasota,FL342318509 		None PC To support a mobile educational outreach program. 175,000

Florida Housing Coalition

1311 North Paul Russell Road Suite
Tallahassee,FL323014860 		None PC To support a study to determine the affordable housing needs of Sarasota County for the next 30 years. 22,500

Family Promise of South Sarasota County

850 Cockrill Street
Venice,FL34285 		None PC To support a transitional family housing shelter. 250,000

Easterseals Southwest Florida

350 Braden Avenue
Sarasota,FL34243 		None PC To support an affordable housing project and veterans program. 175,000

Easterseals Southwest Florida

350 Braden Avenue
Sarasota,FL34243 		None PC To support autism services. 250,000

Gulf Coast Community Foundation

601 Tamiami Trail South
Venice,FL34285 		None PC To support broader access to healthcare for individuals who are uninsured. 250,000

Suncoast Partnership to End Homelessness

1750 17th Street Building C-1
Sarasota,FL34234 		None PC To support capacity building efforts. 248,000

Harvest House

3650 17th Street
Sarasota,FL34235 		None PC To support capacity building for the supportive housing provider. 228,790

Azara Ballet

5020 Clark Road Suite 504
Sarasota,FL34233 		None PC To support capacity building/early operation expenses. 80,000

Manatee Literacy Council

3501 Cortez Road West Suite 6
Bradenton,FL34210 		None PC To support capacity for expanded literacy programs. 148,476

Women's Resource Center

340 South Tuttle Avenue
Sarasota,FL34237 		None PC To support core programming and build organizational capacity. 410,000

Sunshine Community Compost

PO Box 2101
Sarasota,FL34230 		None PC To support education and action programs that increase composting. 122,500

Solutions To Avoid Red Tide

PO Box 642
Tallevast,FL34270 		None PC To support efforts to reduce excess nutrients in our waterways. 350,000

Southface Institute

1760 Mound Street
Sarasota,FL34236 		None PC To support energy- and water-efficiency solutions at nonprofit organizations through the GoodUse program. 100,000

The Academy at Glengary

1819 Glengary Street
Sarasota,FL34231 		None PC To support expansion of a wellness initiative to Manatee County. 215,000

Pines of Sarasota Foundation

1501 North Orange Avenue
Sarasota,FL34236 		None PC To support healthcare career education and childcare scholarships for staff at Pines of Sarasota. 255,000

Second Heart Homes

PO Box 3886
Sarasota,FL342303886 		None PC To support housing for formerly homeless individuals. 650,000

Ringling College of Art and Design

2700 North Tamiami Trail
Sarasota,FL34234 		None PC To support increased access at Sarasota Art Museum. 550,000

Beyond The Spectrum

7333 International Place
Sarasota,FL34240 		None PC To support individuals with intellectual and developmental disabilities. 300,000

Minorities in Shark Sciences

PO Box 10493
Bradenton,FL34282 		None PC To support minority internships in Marine Sciences. 155,000

Rebuilding Together Tampa Bay

3914 N 301 Highway Suite 700
Tampa,FL33619 		None PC To support neighborhood revitalization while also helping residents retain homeowners. 250,000

Embracing Our Differences

PO Box 2559
Sarasota,FL342302559 		None PC To support operational expenses related to annual art exhibition. 102,786

Boys & Girls Clubs of Sarasota and DeSoto Counties

3130 Fruitville Road
Sarasota,FL34237 		None PC To support organizational capacity to provide positive youth development. 900,000

Child Protection Center

720 South Orange Avenue
Sarasota,FL34236 		None PC To support prevention, intervention and treatment of child abuse. 100,000

Temple Emanu-El

151 McIntosh Road
Sarasota,FL34232 		None PC To support program, which provides backpacks filled with nutritious food to low-income children each week 10,000

Longboat Key Foundation

560 Bay Isles Road Unit 8297
Longboat Key,FL342280712 		None PC To support public access and environmental education at Quick Point Preserve. 25,000

Florida Institute of Saltwater Heritage

PO Box 606 4511 124th Street West
Cortez,FL34215 		None PC To support public access and environmental education at the FISH Preserve. 165,000

YMCA of Southwest Florida

701 Center Road
Venice,FL34285 		None PC To support quality early learning at Sarasota County's largest childcare provider. 760,507

The Bay Park Conservancy

655 North Tamiami Trail
Sarasota,FL34236 		None PC To support resilient shoreline and water quality improvements at The Bay Park. 800,000

Chicago Botanic Garden

1000 Lake Cook Road
Glencoe,IL60022 		None PC To support Science Careers Continuum in Chicago Public Schools 25,000

Safe Children Coalition

1500 Independence Boulevard Suite
Sarasota,FL34234 		None PC To support staff retention efforts and capacity building. 750,000

Sarasota County Schools

1960 Landings Boulevard
Sarasota,FL34231 		None GOV To support Teacher Recruitment and Retention efforts for Sarasota County Schools. 972,192

Amy Baldwin

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the Ripple Effect program 5,000

Brittany Smith

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the Ripple Effect program 5,000

Carrie Koontz

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the Ripple Effect program 5,000

Deborah Hogue

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the Ripple Effect program 4,445

Dorothy Rieger

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the Ripple Effect program 5,000

Edgar Vazquez

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the Ripple Effect program 5,000

Jillian Nelson

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the Ripple Effect program 5,000

Julia Tilford

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the Ripple Effect program 5,000

Leworthy Kathleen

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the Ripple Effect program 5,000

Kevin Purcell

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the Ripple Effect program 5,000

Mary Pedro

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the Ripple Effect program 811

Michelle Rivas

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the Ripple Effect program 5,000

Rob Rowe

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the Ripple Effect program 5,000

Shannon Wynne

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the Ripple Effect program 5,000

Stacy Bellanca

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the Ripple Effect program 5,000

Taleisa Pettey

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the Ripple Effect program 5,000

Tarra Martello

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the Ripple Effect program 5,000

Xiomara Dearing

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the Ripple Effect program 3,369

Amy Archer

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the TIME Fellowship program 12,000

Clayton Burton

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the TIME Fellowship program 11,988

Charles Carney

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the TIME Fellowship program 12,000

Joanna Davis-Lanum

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the TIME Fellowship program 12,000

Thomas Austin Dunk

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the TIME Fellowship program 12,000

Chad Erickson

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the TIME Fellowship program 12,000

Hali Flahavan

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the TIME Fellowship program 12,000

Allison Foster

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the TIME Fellowship program 12,000

Amy Gerlt

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the TIME Fellowship program 12,000

Kimberly Hall

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the TIME Fellowship program 11,072

Andrew Harshman

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the TIME Fellowship program 12,000

Kristina Harshman

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the TIME Fellowship program 12,000

Andrew Jaffee

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the TIME Fellowship program 11,693

Jennifer Kaskiw

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the TIME Fellowship program 11,915

Alevtina Lazareva

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the TIME Fellowship program 12,000

Denise Milliken

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the TIME Fellowship program 12,000

James Minor

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the TIME Fellowship program 12,000

Jason Mocherman

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the TIME Fellowship program 11,672

Margaret Novello

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the TIME Fellowship program 12,000

Kathryn O'Hare

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the TIME Fellowship program 10,780

Katerina Peltier

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the TIME Fellowship program 11,999

Chad Smith

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the TIME Fellowship program 12,000

Michaela Stockhill

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the TIME Fellowship program 12,000

Liz Storino

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the TIME Fellowship program 12,000

Felice Tannen

1515 Ringling Blvd Suite 500
Sarasota,FL34236 		None I To support teacher recruitment and Retention efforts via the TIME Fellowship program 12,000

YMCA of Southwest Florida

701 Center Road
Venice,FL34285 		None PC To support teacher retention and the early learning profession. 658,928

Project Light of Manatee

1104 14th Street West
Bradenton,FL34205 		None PC To support the advancement of adult learners through English proficiency. 10,000

Boxser Diversity Initiative

2301 Gulf of Mexico Drive Unit 63
Longboat Key,FL34228 		None PC To support the Bending the Arc education program. 125,000

SunCoast Blood Centers

1760 Mound Street
Sarasota,FL34236 		None PC To support the creation of an environmental incubator shared space. 80,000

Girls Incorporated of Sarasota County

201 South Tuttle Avenue
Sarasota,FL34237 		None PC To support the Family Strengthening Program interventions. 241,100

Help To Home

C/O Rod Urban 702 86th St Ct NW
Bradenton,FL34209 		None PC To support the Hope Village project in Manatee County. 350,000

The Greater Sarasota Chamber of Commerce Foundation

1945 Fruitville Road
Sarasota,FL34236 		None PC To support the National Civics Bee. 10,000

The Greater Sarasota Chamber of Commerce Foundation

1945 Fruitville Road
Sarasota,FL34236 		None PC To support the Opportunities for All program. 25,000

National Multiple Sclerosis Society

733 Third Avenue 3rd Floor
New York,NY10017 		None PC To support the organization's annual multiple sclerosis Memorial Outing for MS Research. 405,000

Project Prosper

13575 58th Street N Suite 107
Clearwater,FL33760 		None PC To support the organization's expansion into Manatee County. 155,000

Gulf Coast Community Foundation

601 Tamiami Trail South
Venice,FL34285 		None PC To support the organization's operational and/or fundraising efforts in honor of Gerry Lublin. 10,000

The Greater Sarasota Chamber of Commerce Foundation

1945 Fruitville Road
Sarasota,FL34236 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 13,000

The Haven

4405 DeSoto Road
Sarasota,FL34235 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 2,200

The Jewish Federation Of Sarasota-Manatee

The Larry Greenspon Family Campus f
Sarasota,FL34232 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 32,500

The John and Mable Ringling Museum of Art Foundation

5401 Bay Shore Road
Sarasota,FL34243 		None SO I Grant to provide annual support for the organization's general operational and/or fundraising efforts. 10,000

The Literacy Council of Sarasota

Glasser/Schoenbaum Human Services C
Sarasota,FL34234 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 5,000

Tidewell Foundation

3550 S Tamiami Trail
Sarasota,FL34239 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 10,000

Total Link To Community Cooperative

1200 Shermer Road Suite 109
Northbrook,IL60062 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 7,000

Transition Sarasota

PO Box 1861
Sarasota,FL34230 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 3,000

UnidosNow

1750 17th Street C-2
Sarasota,FL34234 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 10,000

YMCA of Southwest Florida

701 Center Road
Venice,FL34285 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 5,000

Children First

1723 North Orange Avenue
Sarasota,FL34234 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 25,000

Citizens for Conservation

459 West Highway 22
Barrington,IL60010 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 25,000

Climate Adaptation Center

111 South Pinapple Avenue Unit 911
Sarasota,FL34236 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 6,500

Clothes to Kids

2168 34th Street South
St Petersburg,FL33711 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 5,000

Community Action Stops Abuse

PO Box 414
ST PETERSBURG,FL33731 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 10,000

Conservation Foundation of the Gulf Coast

PO Box 902
Osprey,FL34229 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 5,000

CreArte Latino Cultural Center

8251 15th Street East Suite i
Sarasota,FL34243 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 9,900

DART

9401 Biscayne Blvd Suite 215-216
Miami Shores,FL33138 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 10,000

Daystar Life Center

1055 28th St S
St Petersburg,FL33712 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 5,000

Deerfield Lions Club Foundation

910 Skokie Boulevard Suite 115
Northbrook,IL600624032 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 3,000

Desoto County Education Foundation

PO Box 1903
Arcadia,FL342651903 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 5,000

Desoto County Historical Society

PO Box 1824
Arcadia,FL342651824 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 1,000

Education Foundation of Sarasota County

1960 Landings Boulevard Suite 120
Sarasota,FL34231 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 15,000

Embracing Our Differences

PO Box 2559
Sarasota,FL342302559 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 28,500

Feeding Tampa Bay

4702 Transport Drive Building 6
Tampa,FL33605 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 5,000

First Step of Sarasota

4579 Northgate Court
Sarasota,FL34234 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 5,000

Florida Philanthropic Network

12191 West Linebaugh Avenue Suite
Tampa,FL33626 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 16,000

Florida Policy Institute

1001 North Orange Avenue
Orlando,FL32801 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 10,000

Florida Studio Theatre

1241 North Palm Avenue
Sarasota,FL34236 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 10,000

Gulf Coast Community Foundation

601 Tamiami Trail South
Venice,FL34285 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 10,000

Gulf Coast Jewish Family & Community Services

14041 Icot Boulevard
Clearwater,FL33760 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 20,000

Harvest House

3650 17th Street
Sarasota,FL34235 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 27,500

Healthy Start Coalition of Sarasota County

1750 17th Street Building A
Sarasota,FL34234 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 2,500

Help Us Gather

1180 Ponce De Leon Blvd Ste 201
Clearwater,FL33756 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 5,000

Hermitage Artist Retreat

6630 Manasota Key Road
Englewood,FL34223 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 15,000

Jewish Family & Children's Service of the Suncoast

2688 Fruitville Road
Sarasota,FL34237 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 30,000

Jewish United Fund

30 South Wells Street
Chicago,IL60606 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 25,000

Lake County Veterans and Family Services Foundation

100 South Atkinson Road Suite 110
Grayslake,IL60030 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 10,000

Library Foundation for Sarasota County

PO Box 17903
Sarasota,FL34276 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 17,500

Menorah Life Foundation

255 59th Street North
St Petersburg,FL33710 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 10,000

Mote Marine Laboratory

1600 Ken Thompson Parkway
Sarasota,FL34236 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 10,000

Mothers Helping Mothers

5933 North Washington Boulevard
Sarasota,FL34243 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 2,500

NAACP Empowerment Programs

4805 Mount Hope Drive
Baltimore,MD21215 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 10,000

Neuro Challenge Foundation

722 Apex Road Suite A
Sarasota,FL34240 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 2,500

Operation Eco Vets

9210 52nd Ave E
Palmetto,FL342218995 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 1,000

Operation Warrior Resolution

242 South Washington Boulevard 130
Sarasota,FL34236 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 1,000

Phi Beta Kappa Society

PO Box 18543
Tampa,FL336798543 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 1,000

Pinellas Community Foundation

17755 US Hwy 19N Ste 150
Clearwater,FL33764 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 5,000

Redefine This

1254 Riegels Landing Drive
Sarasota,FL342421780 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 5,000

Safe Children Coalition

1500 Independence Boulevard Suite
Sarasota,FL34234 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 25,000

Sarasota Opera Association

61 North Pineapple Avenue Suite 82
Sarasota,FL34236 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 20,000

Second Heart Homes

PO Box 3886
Sarasota,FL342303886 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 4,249

St Paul Lutheran Church

2256 Bahia Vista Street
Sarasota,FL34239 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 5,000

St Petersburg Arts Alliance

100 2nd Ave N Ste 150
ST PETERSBURG,FL33701 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 4,000

St Petersburg Free Clinic

863 3rd Avenue North
St Petersburg,FL33701 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 5,000

Suncoast Women of Action

PO Box 3873
Sarasota,FL342303873 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 2,500

The Bay Park Conservancy

655 North Tamiami Trail
Sarasota,FL34236 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 10,000

The Chicago Lighthouse for People Who Are Blind or Visually Impaired

1850 West Roosevelt Road
Chicago,IL60608 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 10,000

The Florida Center for Early Childhood

4620 17th Street
Sarasota,FL34235 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 7,500

The Florida Holocaust Museum

55 5th Street South
St Petersburg,FL33701 		None PC Grant to provide annual support for the organization's general operational and/or fundraising efforts. 10,000

Resilient Retreat

3500 Journey Lane
Sarasota,FL34240 		None PC To support the organization's trauma-informed programs and operating capacity. 444,869

Florida State University Foundation

325 West College Avenue
Tallahassee,FL32301 		None PC To support the Pre-Med Mentoring and Academic Enrichment Program in Sarasota County. 42,703

The Greater Sarasota Chamber of Commerce Foundation

1945 Fruitville Road
Sarasota,FL34236 		None PC To support workforce initiatives and internships in Sarasota County. 550,000
Total .................................right arrow 3a 26,114,240
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 205,807  
4 Dividends and interest from securities ....     14 16,683,627  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 8,204,225  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 25,093,659 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
25,093,659
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
Charles & Margery Barancik Foundation Inc
 
Employer identification number

36-3442474
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
Charles & Margery Barancik Foundation Inc
  		Employer identification number
36-3442474
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Charles L Barancik Trust CO NMC
 
520 Lake Cook Rd Suite 280
 
Deerfield, IL600155643

$ 9,500,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
Margery L Barancik Trust CO NMC
 
520 Lake Cook Rd Suite 280
 
Deerfield, IL600155643

$ 10,764,947


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
Charles & Margery Barancik Foundation Inc
  		Employer identification number

36-3442474
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
Charles & Margery Barancik Foundation Inc
  		Employer identification number

36-3442474
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1

TY 2024 AccountingFeesSchedule
Name:
Charles & Margery Barancik Foundation Inc
EIN:
36-3442474
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Kerkering Barberio & Co. (audit) 19,500 9,750   9,750
TrimnerBeckham PLLC (tax) 2,000 1,000   1,000

TY 2024 InvestmentsCorpBondsSchedule
Name:
Charles & Margery Barancik Foundation Inc
EIN:
36-3442474
Software ID:
24020961
Software Version:
2024v5.1
Name of Bond End of Year Book Value End of Year Fair Market Value
Vanguard Equity - Short Term Investment Grade Fund VFSIX #0858. # shares 3,558,686 35,537,755 34,628,053
Vanguard Bond Fund - Market Index Fund Institutional Shares VBTIX #222. # shares 3,606,930 38,745,182 34,193,696

TY 2024 InvestmentsCorpStockSchedule
Name:
Charles & Margery Barancik Foundation Inc
EIN:
36-3442474
Software ID:
24020961
Software Version:
2024v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
Vanguard Equity - Total International Stock Index Fund VTPSX #1870. # Shares - 1,639,959 197,703,406 207,864,755
Vanguard Equity - Total Stock Market Index Fund Institutional Plus VSMPX #1871. # Shares - 1,332,713 230,292,599 352,609,283

TY 2024 InvestmentsGovtObligationsSch
Name:
Charles & Margery Barancik Foundation Inc
EIN:
36-3442474
Software ID:
24020961
Software Version:
2024v5.1
US Government Securities - End of Year Book Value:

72,413,004
US Government Securities - End of Year Fair Market Value:

68,918,834
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 LegalFeesSchedule
Name:
Charles & Margery Barancik Foundation Inc
EIN:
36-3442474
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Shumaker, Loop & Kendrick, LLP (PC Filing) 0     7,818


TY 2024 OtherExpensesSchedule
Name:
Charles & Margery Barancik Foundation Inc
EIN:
36-3442474
Software ID:
24020961
Software Version:
2024v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Insurance 36,671     36,671
Marketing & Communications 5,502     5,502
Office Expense 25,288     26,048
Technology 53,360     60,378


TY 2024 OtherProfessionalFeesSchedule
Name:
Charles & Margery Barancik Foundation Inc
EIN:
36-3442474
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Definiti LLC 2,545     2,545
John Hancock USA (401k) 9,468     9,468
Dominion Payroll 2,848     2,848
Vanguard Investment Management 333,405 333,405    
Bonterra       27,500
Chapman Consulting       4,050
Extendio Resources + LLC       1,750
Flourish Health Consulting LLC       49,000
Jennifer Borresen       2,500
Marketing for Change Co.       30,226
Niche-SLC LLC       39,665
OhMD       19,695
Results 1st LLC       11,000


TY 2024 TaxesSchedule
Name:
Charles & Margery Barancik Foundation Inc
EIN:
36-3442474
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Net Investment Income Tax Payments 340,734     -2,500