Paul W Barret Jr School of Banking
Providing education & professional development for the banking community
Key facts about Paul W Barret Jr School of Banking
In short: Paul W Barret Jr School of Banking gave $35K across 1 grant in 2025 (avg $35K), mostly in Tennessee. Source: 2025 IRS Form 990.
- EIN
- 58-1382543
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $35,376
- Grants made (2025)
- 1
- Average grant
- $35,376
- Median grant
- $35,376
- Total assets
- $10,795,693
- Primary geography
- Tennessee (100% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$10.8M
+5.1% YoY
Annual Giving
$35K
-35.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$35K
-35.0% YoY
How Paul W Barret Jr School of Banking gives
- Giving held roughly steady from 2022 to 2025 (+18%). Method
From the foundation's IRS Form 990 filings. Methodology.
About Paul W Barret Jr School of Banking
Based on IRS filings
Paul W Barret Jr School of Banking is a nonprofit organization, based in Memphis, TN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $10.8M in total assets. In 2025, it awarded 1 grant totaling $35K. Net investment income was $384K.
Ready to take the next step with Paul W Barret Jr School of Banking?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| CHRISTIAN BROTHERS UNIVERSITY Memphis, TN | BUILDING RENOVATIONS | $35,376 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $10,795,693 | $10,268,296 | $9,433,432 |
| Revenue | $1,238,503 | $1,252,113 | $907,216 |
| Expenses | $1,301,151 | $1,267,013 | $1,174,234 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $384,264 | $421,959 | $143,645 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2021 (received by the IRS July 15, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS July 17, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS July 15, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS July 15, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS July 15, 2026)
Leadership & Key People
Officers and directors from IRS filings
Paul W Barret Jr School of Banking is led by Kelley Christopher M., Executive Director on every filing since 2020; 3 of 41 officers listed in 2025 are compensated.
Officers on the 2025 filing
Kelley Christopher M.
Executive Director
On filings since 2020
40 hrs/week
$204K (2023) → $220K (2025)
Nunley Jennifer
Chairman
Board Member → Chairman - Elect, 2024
Chairman - Elect → Chairman, 2025
On filings since 2020
0.5 hrs/week
No compensation reported
Earnheart Byron
Programming Director
On filings since 2020
40 hrs/week
$99K (2023) → $110K (2025)
Gordon Ashley
Registrar
On filings since 2020
40 hrs/week
$62K (2023) → $71K (2025)
Herrera Robert
Board Member
On filings since 2020
0.5 hrs/week
No compensation reported
Lanore Lindsay
Board Member
On filings since 2020
0.5 hrs/week
No compensation reported
McNair John
Board Member
On filings since 2020
0.5 hrs/week
No compensation reported
Mitchell Shawn
Board Member
On filings since 2020
0.5 hrs/week
No compensation reported
Padgett Chris
Board Member
On filings since 2020
0.5 hrs/week
No compensation reported
Rittenberry Jeanie
Board Member
On filings since 2020
0.5 hrs/week
No compensation reported
Scarboro Douglas
Board Member
On filings since 2020
0.5 hrs/week
No compensation reported
Skinner Ray
Immediate Past Chairman
Chairman - Elect → Chairman, 2024
Chairman → Immediate Past Chairman, 2025
On filings since 2020
0.5 hrs/week
No compensation reported
St Pierre Justin
Board Member
On filings since 2020
0.5 hrs/week
No compensation reported
Strickland Jim
Board Member
On filings since 2020
0.5 hrs/week
No compensation reported
Walhood Brian
Board Member
Chairman → Immediate Past Chairman, 2023
Immediate Past Chairman → Board Member, 2024
On filings since 2020
0.5 hrs/week
No compensation reported
Witkowski John
Board Member
On filings since 2020
0.5 hrs/week
No compensation reported
Coggin Larry
Board Member
On filings since 2021
0.5 hrs/week
No compensation reported
Finnerty Dave
Board Member
On filings since 2021
0.5 hrs/week
No compensation reported
Breen Adrian
Board Member
On filings since 2022
0.5 hrs/week
No compensation reported
Anderson Sharon
Board Member
On filings since 2023
0.5 hrs/week
No compensation reported
Beller John
Board Member
On filings since 2023
0.5 hrs/week
No compensation reported
Bittinger Aza
Board Member
On filings since 2023
0.5 hrs/week
No compensation reported
Dufour David
Board Member
On filings since 2023
0.5 hrs/week
No compensation reported
Fite Lisa
Board Member
On filings since 2023
0.5 hrs/week
No compensation reported
Goodrich Raymond
Board Member
On filings since 2023
0.5 hrs/week
No compensation reported
Hughes Edna
Board Member
On filings since 2023
0.5 hrs/week
No compensation reported
Montgomery Tammy
Board Member
On filings since 2023
0.5 hrs/week
No compensation reported
Taylor Teresa
Board Member
On filings since 2023
0.5 hrs/week
No compensation reported
Underwood Kathy
Board Member
On filings since 2023
0.5 hrs/week
No compensation reported
Angles Kate
Board Member
On filings since 2024
0.5 hrs/week
No compensation reported
Gerrish Jeff
Secretary
On filings since 2024
0.5 hrs/week
No compensation reported
Gowen Jim Jr.
Board Member
Immediate Past Chairman → Board Member, 2025
On filings since 2024
0.5 hrs/week
No compensation reported
Hobbs Mike
Chairman - Elect
Board Member → Chairman - Elect, 2025
On filings since 2024
0.5 hrs/week
No compensation reported
Jones Jason
Board Member
On filings since 2024
0.5 hrs/week
No compensation reported
Kelly Danny
Board Member
On filings since 2024
0.5 hrs/week
No compensation reported
Markland Kim
Board Member
On filings since 2024
0.5 hrs/week
No compensation reported
McClatchy Sam
Board Member
On filings since 2024
0.5 hrs/week
No compensation reported
Parisi Mike
Board Member
On filings since 2024
0.5 hrs/week
No compensation reported
Reber Jim
Board Member
On filings since 2024
0.5 hrs/week
No compensation reported
Ruge Matt
Board Member
On filings since 2024
0.5 hrs/week
No compensation reported
Pearson Rafeal
Board Member
New on the 2025 filing
0.5 hrs/week
No compensation reported
Former officers (30)
- Former: Dover Boris (2020–2024) — Board Member
- Former: Haugen Barry (2021–2024) — Board Member
- Former: Yeakel Steve (2021–2024) — Board Member
- Former: Clayton Shane (2020–2023) — Board Member
- Former: Foley Lisa (2020–2023) — Board Member
- Former: Gerrish Jeffrey C. (2020–2023) — Secretary
- Former: Gowen Jr Jim S. (2020–2023) — Chairman
- Former: Henson Gene (2020–2023) — Board Member
- Former: Hobbs Michael B. (2020–2023) — Board Member
- Former: Kelly Danny J. (2020–2023) — Board Member
- Former: McClatchy Jr Sam P. (2020–2023) — Board Member
- Former: Reber James L. (2020–2023) — Board Member
- Former: Ruge Matthew (2020–2023) — Board Member
- Former: Tierney Mike (2021–2023) — Board Member
- Former: Doolin Whitney (2023) — Board Member
- Former: Handke Steve (2023) — Board Member
- Former: Compton Tim (2020–2022) — Board Member
- Former: Farmer Katya (2020–2022) — Board Member
- Former: Hallman Eric (2020–2022) — Board Member
- Former: Handke Steven J. (2020–2022) — Immediate Past Chairman
- Former: Hayes David E. (2020–2022) — Board Member
- Former: Palmer Robert L. (2020–2022) — Board Member
- Former: Smith Milton B. (2020–2022) — Board Member
- Former: Tanner Donna (2020–2022) — Board Member
- Former: Watson Whitney (2020–2022) — Board Member
- Former: Germany Reg (2021–2022) — Marketing Director
- Former: Crader R. David (2020–2021) — Board Member
- Former: Kniffen Art (2020–2021) — Board Member
- Former: Smith Ray (2020–2021) — Immediate Past Chair
- Former: Flynn Carolyn E. (2020) — Board Member
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
Frequently asked questions about Paul W Barret Jr School of Banking
How much does Paul W Barret Jr School of Banking give each year?
Paul W Barret Jr School of Banking gave $35K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $54K across 1 grant.
How large is Paul W Barret Jr School of Banking?
Paul W Barret Jr School of Banking reported $10.8M in total assets on its 2025 IRS Form 990. Its revenue that year was $1.2M.
Where does Paul W Barret Jr School of Banking operate?
Paul W Barret Jr School of Banking has awarded grants in Tennessee.
What is Paul W Barret Jr School of Banking's EIN?
Paul W Barret Jr School of Banking's EIN (Employer Identification Number) is 58-1382543. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Paul W Barret Jr School of Banking by hand.
Explore Open Grants
Browse active grant opportunities in Paul W Barret Jr School of Banking's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Enterprise Holdings Foundation
Saint Louis, MO
Enterprise Holdings Foundation supports nonprofits in health, education, arts, disaster relief, reforestation, hunger relief, and community equity, with an emphasis on organizations actively supported by Enterprise employees and their families. Its reported grants range widely: 2024 giving averaged about $7,700 across 9,499 grants, while the foundation also offers awards of up to $40,000; it supports communities where Enterprise operates worldwide. Unsolicited requests are accepted at any time, but eligible applications must be submitted by an Enterprise team member or their spouse or domestic partner on behalf of a nonprofit they actively support.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Elvis Presley Charitable Foundation Inc
Memphis, TN
Assets
$212K
Grants
2
Total Given
$20K
Educational Funding of the South Inc
Franklin, TN
See schedule o financial literacy services, and need-based scholarships
Assets
$856.8M
Grants
4
Total Given
$27K
Dorothy Snider Foundation Tuwc 60-3000466
Memphis, TN
Assets
$2.5M
Grants
4
Total Given
$270K
Plough Foundation
Orlando, FL
The Plough Foundation funds nonprofit organizations, with grants primarily focused on Memphis and Shelby County, Tennessee; recent awards have supported youth and family services, libraries, and music. Its six grants in 2023 totaled $5.3 million, with listed awards ranging from $200,000 to $2 million. It does not accept unsolicited requests; applications are by invitation.
Assets
$22.7M
Grants
6
Total Given
$5.3M
Donna and Dave Nelson Family Foundation
Wilmington, DE
Assets
$850K
Grants
9
Total Given
$101K
Gadomski Family Foundation
Wilmington, DE
The Gadomski Family Foundation supports education, at-risk children, physical and mental health, the arts, and local communities, with most grants focused on the Lehigh Valley and other communities where family members live. In 2025, grants ranged from $4,000 to $300,000, with a median of $50,000. It makes grants to preselected organizations only and does not accept unsolicited requests.
Assets
$660K
Grants
11
Total Given
$934K
Hohenberg Charity Trust
Memphis, TN
Assets
$1.9M
Grants
11
Total Given
$217K
Christoval Foundation
Wilmington, DE
Assets
$1.8M
Grants
11
Total Given
$105K
Charles and Melanie Winton Foundation
Charlotte, NC
Assets
$8.0M
Grants
12
Total Given
$379K
Violet Hampton Tuw #2
Birmingham, AL
Assets
$785K
Grants
14
Total Given
$46K
The Hohenberg Foundation Inc
Memphis, TN
Assets
$1.9M
Grants
16
Total Given
$108K
More Funders in Tennessee
Paul W Barret Jr School of Banking down — hundreds of funders to go?