Barney & Barney Foundation
The Barney & Barney Foundation is a public charity based in San Diego, California, formed in 2009. It provides grants to community nonprofits and is associated with Marsh McLennan Agency; the foundation’s name honors the region’s founding agency. The foundation says it has awarded $5.5 million to more than 300 nonprofits since 2009.
Barney & Barney Foundation at a glance
In short: Barney & Barney Foundation gave $438K across 34 grants in 2024 (avg $13K), mostly in California. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $437,500
- -5.1% vs 2023
- Grants made (2024)
- 34
- +9.7% vs 2023
- Average grant
- $12,868
- -13.5% vs 2023
- Median grant
- $5,000
- Total assets
- $2,305,282
- +13.5% vs 2023
- Primary geography
- California (81% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated October 2026.
How to apply to Barney & Barney Foundation
- How to Apply
-
Nonprofits are nominated by foundation colleagues, and the Foundation Committee reviews nominations and applications before recommending candidates to the Board of Directors. Potential recipients are invited to apply formally. The Legacy Grant recipient is selected by a retired principal.
- Contact
Mailing address: Post Office Box 85638, San Diego, CA 92186
Phone: (858) 587-7527
Website: https://barneyandbarneyfoundation.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
3 open opportunities from Barney & Barney Foundation
Barney & Barney Foundation Annual Grant Program
Barney & Barney Foundation
Amount
Varies
Deadline
Deadline not published
Barney & Barney Foundation Grants - Legacy Grant
Barney & Barney Foundation
Amount
Varies
Deadline
Deadline not published
Legacy Grant
Barney & Barney Foundation
Amount
$25,000
Deadline
Deadline not published
Who Barney & Barney Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Assistance League of Santa Ana ($40K). Together the top 10 received $295K.
Grant Size Distribution
105 grants across all recorded years
The most common grant size was under $50K: 99 grants of 105 (94%).
Geographic Focus
Where this funder awards grants
The foundation identifies San Diego, Orange County, Los Angeles, and the Bay Area as communities served by its grants. Its program information also lists Contra Costa County among its grant regions. In 2024, 81% of grant dollars went to recipients in California and 19% to recipients in Arizona.
Grant Distribution by State
Share of 2024 grant dollars across all 34 itemized grants.
Cities
How Barney & Barney Foundation gives
Estimate from itemized grant lists in IRS Form 990 filings (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $188K (2020) to $461K (2023). In 2024 it made 34 grants totaling $438K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Assistance League of Santa Ana Santa Ana, CA | General Operations | $40,000 |
| Autism Tree Project La Jolla, CA | General Operations | $40,000 |
| Henry Ohlhoff House San Francisco, CA | General Operations | $40,000 |
| Breast Cancer Solutions Lake Forest, CA | General Operations | $25,000 |
| Coastal Roots Farm Encinitas, CA | General Operations | $25,000 |
| Easter Seals Northern California Walnut Creek, CA | General Operations | $25,000 |
| First Step House of North County Carlsbad, CA | General Operations | $25,000 |
| Long Beach Rescue Mission Long Beach, CA | General Operations | $25,000 |
| Positive Resource Center San Francisco, CA | General Operations | $25,000 |
| San Diego Freedom Ranch Campo, CA | General Operations | $25,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $2,305,282 | $497,980 | $472,982 | $437,500 | 34 | $51,080 |
| 2023 | $2,031,047 | $519,739 | $490,454 | $461,000 | 31 | $47,011 |
| 2022 | $1,857,662 | $507,720 | $426,694 | $402,500 | 23 | $41,379 |
| 2021 | $2,004,509 | $417,694 | $361,068 | $332,500 | 11 | $73,067 |
| 2020 | $1,774,412 | $147,236 | $224,500 | $187,500 | 6 | $43,773 |
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The foundation’s stated mission is to serve those in need, support youth, advance the arts, stand against societal injustice, and protect the environment. Its grant information describes support for nonprofits that assist people in need, support youth, advance the arts, or protect the environment.
Examples of grantees illustrate the range of organizations funded. Ohlhoff Recovery Programs describes its mission as providing treatment for chemical dependency and supporting individuals and families in recovery. Autism Tree Project says it assists families impacted by autism through education, advocacy, and mentoring. The Timken Museum of Art’s operator, the Putnam Foundation, describes its work as educating the public in fine arts through a museum with free admission. Long Beach Rescue Mission says it provides temporary housing, clothing, counseling, food, and financial assistance to homeless individuals.
Grantmaking
The foundation awards grants annually, typically in summer and fall. Its website says grant amounts and the number of recipients vary according to funds raised and community needs. For filing year 2024, the IRS filing data reports 34 grants totaling $437,500, with a smallest grant of $2,500, a largest of $40,000, and a median of $5,000. The foundation’s 2024 filing narrative separately reports that fundraising enabled $440,000 in contributions to 34 nonprofits.
Among the largest 2024 grants were $40,000 each to Assistance League of Santa Ana, Autism Tree Project, and Henry Ohlhoff House. Grants of $25,000 went to Breast Cancer Solutions, Coastal Roots Farm, Easter Seals Northern California, First Step House of North County, Long Beach Rescue Mission, Positive Resource Center, San Diego Freedom Ranch, and the Timken Museum of Art. Community Bridges in Mesa, Arizona, received $10,000.
The foundation also describes an annual $25,000 Legacy Grant honoring a retired Barney & Barney/MMA principal, who selects a nonprofit to receive it. The foundation reports that the 2024 Legacy Grant went to First Step House of North County.
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation’s website says its board currently has 11 members serving one-year terms. The 2024 filing lists these directors: Michael Bailey, Allison Barney, Sara Bennett, Amy Brutto, Tyler Dunnigan, Renee Hellman, Erin Quigley, Sam Quigley, Trindl Reeves, and Steve Shea.
Barney & Barney Foundation is led by Paul Hering, President & Chair on every filing since 2020; none of the 15 officers listed in 2024 report compensation.
Officers on the 2024 filing
Paul Hering
President & Chair
On filings since 2020
1 hr/week
No compensation reported
Bill Peartree
Chair of Investment Committee
Director → Chair of Investment Committee, 2023
On filings since 2020
0.5 hrs/week
No compensation reported
Maggie Alvarado
Chair of Grants Committee
On filings since 2023
1 hr/week
No compensation reported
Allison Barney
Director
On filings since 2020
0.3 hrs/week
No compensation reported
Amy Brutto
Director
On filings since 2020
0.3 hrs/week
No compensation reported
Erin Quigley
Director
On filings since 2020
0.3 hrs/week
No compensation reported
Sam Quigley
Director
On filings since 2020
0.3 hrs/week
No compensation reported
Steve Shea
Director
On filings since 2020
0.3 hrs/week
No compensation reported
Trindl Reeves
Director
On filings since 2020
0.3 hrs/week
No compensation reported
Sara Bennett
Director
On filings since 2021
0.3 hrs/week
No compensation reported
Michael Bailey
Director
On filings since 2023
0.3 hrs/week
No compensation reported
Renee Hellman
Director
On filings since 2023
0.3 hrs/week
No compensation reported
Tyler Dunnigan
Director
On filings since 2023
0.3 hrs/week
No compensation reported
Chris Williams
Secretary
Director → Secretary, 2021
On filings since 2020
0.3 hrs/week
No compensation reported
Hal Dunning
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Former officers (2)
- Former: Luann McSwiggen (2020–2022) — Director
- Former: Arlene Lieberman (2020) — Secretary & Executive Director
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Barney & Barney Foundation
How much does Barney & Barney Foundation give each year?
Barney & Barney Foundation gave $438K across 34 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $461K across 31 grants.
What is Barney & Barney Foundation's typical grant size?
Barney & Barney Foundation's median grant in 2024 was $5,000, and its average grant was $12,868, across 34 grants on its 2024 IRS Form 990.
Where does Barney & Barney Foundation give grants?
Barney & Barney Foundation gives mostly in California: 81% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The next largest state was Arizona (19%). The most frequent recipient cities were Phoenix, AZ (8 grants), San Diego, CA (4 grants), Mesa, AZ (3 grants) and Scottsdale, AZ (3 grants).
Does Barney & Barney Foundation give general operating support?
Yes: 100% of Barney & Barney Foundation's 2024 grants with a stated purpose (34 of 34) were for general or operating support, per its 2024 IRS Form 990.
Who are Barney & Barney Foundation's largest grantees?
Barney & Barney Foundation's largest 2024 grantees include Assistance League of Santa Ana ($40,000), Autism Tree Project ($40,000) and Henry Ohlhoff House ($40,000), according to its 2024 IRS Form 990. Together they received 27% of its itemized 2024 grant dollars.
How large is Barney & Barney Foundation?
Barney & Barney Foundation reported $2.3M in total assets on its 2024 IRS Form 990. Its revenue that year was $498K.
What does Barney & Barney Foundation fund?
The foundation’s stated mission is to serve those in need, support youth, advance the arts, stand against societal injustice, and protect the environment. Its grant information describes support for nonprofits that assist people in need, support youth, advance the arts, or protect the environment. See mission & focus areas ↑
How do I apply for a grant from Barney & Barney Foundation?
Nonprofits are nominated by foundation colleagues, and the Foundation Committee reviews nominations and applications before recommending candidates to the Board of Directors. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Barney & Barney Foundation's EIN?
Barney & Barney Foundation's EIN (Employer Identification Number) is 27-0277068. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990 filings. Research dossier generated October 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 9, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS October 4, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS September 8, 2025)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Barney & Barney Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Barney & Barney Foundation funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/barney-and-barney-foundation-morg_fdd91bac11354fc3b5de3fa3b68af9e5
BibTeX
@misc{grantable_270277068_2026,
author = {{Grantable}},
title = {{Barney \& Barney Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/barney-and-barney-foundation-morg_fdd91bac11354fc3b5de3fa3b68af9e5},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Barney & Barney Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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