The Barred Rock Fund Inc

Private foundation · Grantmaker Jericho, VT EIN: 03-0368445

The Barred Rock Fund Inc is a private foundation, based in Jericho, VT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.2M in total assets. In 2024, it awarded 2 grants totaling $5K. Net investment income was $606K.

Key facts about The Barred Rock Fund Inc

In short: The Barred Rock Fund Inc gave $5K across 2 grants in 2024 (avg $3K), mostly in Pennsylvania. Source: 2024 IRS Form 990-PF.

EIN
03-0368445
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$5,425
Grants made (2024)
2
Average grant
$2,713
Median grant
$2,713
Total assets
$5,196,069
Primary geography
Pennsylvania (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.2M

+10.8% YoY

Annual Giving

$5K

-86.3% YoY

Grant Count

2

-50.0% YoY

Avg Grant Size

$3K

-72.6% YoY

How The Barred Rock Fund Inc gives

  • Giving fell 85% from 2021 to 2024. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2024 grant dollars across all 2 itemized grants.

Cities

MediaChesterLakewoodPhiladelphiaWashington

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K0 grants2020 5 grants2021 3 grants2022 4 grants2023 2 grants2024

From 2021 to 2024, annual grant giving ranged from $5K (2024) to $40K (2023). In 2024 it made 2 grants totaling $5K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Foundation for Delaware County: $5KFoundation for Delaware County$5KThe Untours Foundation: $300The Untours Foundation$300

The largest 2024 recipient was Foundation for Delaware County ($5K). Together the top 2 received $5K.

Grant Size Distribution

14 grants across all recorded years

14<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 14 grants of 14 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Foundation for Delaware County Media, PAGeneral Support$5,125
The Untours Foundation Media, PAGeneral Support$300

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M$4M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$5,196,069$4,689,438$4,390,028
Revenue$707,070$596,840$60,498
Expenses$187,434$303,877$215,391
Qualifying Distributions$543,982$1,788,397$802,667
Net Investment Income$606,023$519,799—

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Barred Rock Fund Inc is led by Charles Lacy, President on every filing since 2020; 1 of 3 officers listed in 2024 is compensated.

Officers on the 2024 filing

  • Charles Lacy

    President

    On filings since 2020

    40 hrs/week

    $41K (2020) → $80K (2024)

  • Ben Cohen

    Chairman

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Judy Wicks

    Vice President

    On filings since 2020

    0.3 hrs/week

    No compensation reported

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.

Compensation Overview

From 2024 IRS filing

Charles Lacy — President: $80KCharles LacyPresident$80K

The highest reported compensation on the 2024 filing was $80K, to Charles Lacy (President).

Frequently asked questions about The Barred Rock Fund Inc

How much does The Barred Rock Fund Inc give each year?

The Barred Rock Fund Inc gave $5K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $40K across 4 grants.

How large is The Barred Rock Fund Inc?

The Barred Rock Fund Inc reported $5.2M in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $707K.

Where does The Barred Rock Fund Inc operate?

The Barred Rock Fund Inc has awarded grants in Colorado, District of Columbia, Pennsylvania.

What is The Barred Rock Fund Inc's EIN?

The Barred Rock Fund Inc's EIN (Employer Identification Number) is 03-0368445. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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