Charles & Margery Barancik Foundation Inc

SARASOTA, FL EIN: 36-3442474 Website

Charles & Margery Barancik Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $577.8M in total assets. In 2024, it awarded 207 grants totaling $26.2M. Net investment income was $24.6M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$577.8M

+2.8% YoY

Annual Giving

$26.2M

+6.4% YoY

Grant Count

207

-22.5% YoY

Avg Grant Size

$127K

+37.2% YoY

Under IRS private-foundation payout rules, Charles & Margery Barancik Foundation Inc reported a distributable amount of $33.1M for 2024 — the minimum it must pay out in qualifying distributions.

About Charles & Margery Barancik Foundation Inc

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $43.0M (93%)

Illinois $1.4M (3%)

New York $1.3M (3%)

Massachusetts $375K (1%)

Michigan $13K (0%)

+1 more states

States

Arizona Colorado District of Columbia Florida Illinois Massachusetts Maryland Michigan New York

Cities

ArcadiaBaltimoreBarringtonBostonBradentonBrookfieldCambridgeChicagoClearwaterCortezDeerfieldDenverEnglewoodFort MyersGainesvilleGlencoeGrand RapidsGrayslakeGurneeHighland Park

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$577,773,944	$561,914,266	$559,787,828
Revenue	$45,358,606	$29,772,485	$35,924,807
Expenses	$29,498,927	$27,646,050	$27,818,808
Qualifying Distributions	$28,693,628	$27,085,350	$27,364,576
Net Investment Income	$24,629,094	$14,364,536	$11,383,993
Distributable Amount	$33,058,433	$27,984,863	$27,208,852

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

217 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Gulf Coast Community Foundation ($2,500,000), Community News Collaborative ($1,100,000), All Faiths Food Bank ($943,568).

Recipient	Purpose	Amount
Sarasota County Schools Sarasota, FL	To support professional development for Principals and Assistant Principals.	$2,750
CenterPlace Health Sarasota, FL	2024 Luncheon and Back to School Event	$5,000
Chicago Zoological Society Brookfield, IL	Bottlenose Dolphins as Sentinels of Coastal Ecosystem Health, 2022	$260,000
DeSoto County Sheriff's Office Arcadia, FL	CMBF Initiative: Recidivism - Reentry Navigator, Vehicle, and Inmate Assistance Fund, 2024	$122,847
Gulf Coast Community Foundation Venice, FL	Fund for the Sheriff's Office to provide small grants for grassroots efforts that improve neighborhoods	$25,000
National Alliance on Mental Illness Sarasota and Manatee Counties Sarasota, FL	Grant to address the growing mental health needs in our community	$250,000
Gulf Coast Community Foundation Venice, FL	Grant to establish charitable donor advised fund at Gulf Coast Community Foundation	$2,500,000
Marie Selby Botanical Gardens Sarasota, FL	Grant to provide annual support for the organization's general operational and/or fundraising efforts.	$79,000
Museum of Science and Industry of Chicago Chicago, IL	Grant to provide annual support for the organization's general operational and/or fundraising efforts.	$100,000
Ravinia Festival Association Highland Park, IL	Grant to provide annual support for the organization's general operational and/or fundraising efforts.	$60,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Charles & Margery Barancik Foundation Inc?

Charles & Margery Barancik Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. It holds $577.8M in total assets as of 2024.

How large is Charles & Margery Barancik Foundation Inc?

As of 2024, Charles & Margery Barancik Foundation Inc holds $577.8M in total assets with $45.4M in annual revenue. It awarded 207 grants totaling $26.2M in 2024.

Where does Charles & Margery Barancik Foundation Inc operate?

Charles & Margery Barancik Foundation Inc has awarded grants in Arizona, Colorado, District of Columbia, Florida, Illinois, Massachusetts, Maryland, Michigan, New York.

What size grants does Charles & Margery Barancik Foundation Inc award?

In 2024, Charles & Margery Barancik Foundation Inc awarded 207 grants totaling $26.2M — an average of about $127K per grant, based on its IRS Form 990 filings.

How much is Charles & Margery Barancik Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Charles & Margery Barancik Foundation Inc reported a distributable amount of $33.1M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Charles & Margery Barancik Foundation Inc's EIN?

Charles & Margery Barancik Foundation Inc's EIN (Employer Identification Number) is 36-3442474. IRS Form 990 filing data is available on this page for 2020–2024.