The Barry Foundation logo

The Barry Foundation

FARGO, ND EIN: 20-5767275 Website

The Barry Foundation is a private independent foundation based in Fargo, North Dakota. Established in 1986 by B. John Barry, the foundation is dedicated to proactive philanthropy with a commitment to supporting North Dakota and Minnesota communities. The foundation operates with a focus on developing the next generation of young philanthropists through innovative programming and direct grantmaking.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$54.9M

+11.6% YoY

Annual Giving

$1.8M

+26.9% YoY

Grant Count

322

+16.2% YoY

Avg Grant Size

$5K

+9.1% YoY

Under IRS private-foundation payout rules, The Barry Foundation reported a distributable amount of $2.4M for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The Barry Foundation's mission is encapsulated in the words "inspire.lead.share." The foundation is guided by five core values: Creativity, Proactive, Passion, Gratitude, and Sustainability.

Primary funding areas include:

  • Education — particularly youth education and scholarships
  • Philanthropy and Youth Development — introducing high school students to philanthropic principles and grantmaking
  • Human Services
  • Youth Leadership and Service

Grantmaking

The Barry Foundation operates several distinct grant programs:

Grant Range

$50–$150,000

Average Grant

$3,519

Ready to take the next step with The Barry Foundation?

Geographic Focus

Where this funder awards grants

The Barry Foundation primarily funds organizations in:

  • North Dakota
  • Minnesota
  • Arizona

Grant Distribution by State

19states
+11 more states

Cities

AmesArthurAugustaBarnesvilleBemidjiBismarckBozemanBrookingsCallawayCasseltonCharlotteClaremontDavenportDenverDetroit LakesDickinsonDuluthEast Grand ForksEast LansingEau Claire

Financial History

Multi-year comparison from IRS filings

Assets & Revenue (2023)

  • Total assets: $49.2–$54.9 million
  • Total revenue: $1.72 million
  • Total expenses: $2.57 million
  • Total liabilities: $93,300

Historical Growth

  • Total assets have grown from $38 million in 2011 to $54.9 million in 2024
  • The foundation has experienced exceptional growth, with revenue increasing by an average of 30.1% annually over a three-year period

Staffing

  • 5–6 employees

Tax Status

  • 501(c)(3) organization
  • Tax-exempt since December 2015
  • EIN: 20-5767275
  • Donations are tax-deductible
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$3M$5M$6M20202021202220232024
Metric202420232022
Total Assets$54,902,011$49,183,702$45,065,627
Revenue$5,723,834$1,722,649$1,640,906
Expenses$3,178,567$2,571,385$2,519,875
Qualifying Distributions$4,624,363$2,562,224$2,290,611
Net Investment Income$4,902,465$1,193,162$1,311,702
Distributable Amount$2,424,479$2,282,933$2,360,777

Giving Over Time

Total grant dollars and number of grants per year

$0$442K$883K$1M$2M264 grants2020315 grants2021316 grants2022277 grants2023322 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Theodore Roosevelt Presi…$335KVenn Foundation$198KYoung Life Castaway Club$150KJPII Catholic Schools$140KOttertail County Humane …$100KMayo Foundation$100KAnn Bancroft Foundation$25KSimpson Housing Services…$25KFolkways fiscal host FM …$10KChurches United for the …$10K

Grant Size Distribution

250 grants across all recorded years

215<$50K16$50–100K15$100–250K4$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Theodore Roosevelt Presidential Library Foundation ($335,000), Venn Foundation ($197,500), Young Life Castaway Club ($150,000).

RecipientPurposeAmount
Folkways fiscal host FM Area Foundation Fargo, NDArts: Downtown Community Programming Support for Folkways$10,000
Project 412 Detroit Lakes, MNArts: Gratitude Grant - Wave Maker Fund$1,000
Ann Bancroft Foundation St Paul, MNEducation: Annual Event and Programming$25,000
Arizona State University Foundation Tempe, AZEducation: Public Service Academy Student Support$5,000
Concordia College Moorhead, MNEducation: Memorial - Dr. Daniel Giles Lysne$5,000
JPII Catholic Schools Fargo, NDEducation: Match for Deacon Builders Scholarship Endowment$140,000
Minnesota Council on Foundations Minneapolis, MNEducation: Annual Membership Grant$2,500
National Center for Family Philanthropy Washington DC, DCEducation: Annual Membership Grant$1,400
North Dakota State University Foundation and Alumni Association Fargo, NDEducation: Memorial - Dr. Daniel Giles Lysne$5,000
Theodore Roosevelt Presidential Library Foundation Medora, NDEducation: Capital Campaign - TRPLF Auditorium$335,000

Leadership & Key People

Leadership team and compensation from IRS filings

  • B. John Barry — Chairman Emeritus & Director (5 hrs/week)
  • Michael B. Barry — Chair & Director (10 hrs/week)
  • Thomas J. Barry — Chair & Director (through November) (10 hrs/week)
  • Marty J. Hoffmann — President, CEO, Secretary & Director (50 hrs/week) — Principal Officer
  • Stacie M. Montgomery — COO & CFO (45 hrs/week)
  • Dana R. Johnson — Director (5 hrs/week)
  • Jessica M. Barry — Director (5 hrs/week)
  • Paula Trom — Director (5 hrs/week)
  • Dean C. Hoffrogge — Treasurer (5 hrs/week)

Compensation Overview

From 2024 IRS filing

Marty J HoffmannPresident, CEO, Secretary & …$223KStacie M MontgomeryCOO & CFO$116K

From 2024 filing

NameTitleHoursCompensation
B John BarryChairman Emeritus & Director5
Michael B BarryChair & Director10
Dana R JohnsonDirector5
Jessica M BarryVice Chair & Director5
Paula TromDirector5
Marty J HoffmannPresident, CEO, Secretary & Director50$222,693
Dean C HoffroggeTreasurer5
Stacie M MontgomeryCOO & CFO45$115,500

Recent News & Activity

Recent developments and announcements

2023

The foundation continues to expand its youth-focused programming. In 2023, the Philanthropy and Youth program engaged over 500 high school students from 19 area schools in grantmaking activities, demonstrating sustained commitment to developing young philanthropists in the region.

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does The Barry Foundation fund?

The Barry Foundation's mission is encapsulated in the words "inspire.lead.share." The foundation is guided by five core values: Creativity, Proactive, Passion, Gratitude, and Sustainability. Primary funding areas include: • **Education** — particularly youth education and scholarships • **Philanthropy and Youth Development** — introducing high school students to philanthropic principles and grantmaking • **Human Services** • **Youth Leadership and Service**

How do I apply for a grant from The Barry Foundation?

The Barry Foundation operates several distinct grant programs: **Philanthropy and Youth (PaY) Program** • Introduces high school students to philanthropy and leadership • In 2023, over 500 students from 19 area high schools participated, making 133 grants to 90 organizations totaling $95,000 • Administrative grants totaling $7,650 were also awarded **PaY Summer Internship Program** • Provides meaningful summer employment for high school students at nonprofit organizations • Students are matched…

Where does The Barry Foundation make grants?

The Barry Foundation primarily funds organizations in: • North Dakota • Minnesota • Arizona

What size grants does The Barry Foundation award?

In 2024, The Barry Foundation awarded 322 grants totaling $1.8M — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is The Barry Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Barry Foundation reported a distributable amount of $2.4M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Barry Foundation's EIN?

The Barry Foundation's EIN (Employer Identification Number) is 20-5767275. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

Browse active grant opportunities in The Barry Foundation's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

What could you do with The Barry Foundation on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities

Go from researching The Barry Foundation to a real strategy.

Plan your approach