Civic Intelligence

Barr Foundation

990T • Fiscal year 2023 • EIN 04-6579815

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization Profile
Two Atlantic AvenueBoston, MA 02110

(617) 854-3500

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0B$1.5B$1.0B$500M$0Assets 2011: $814,360,219Liabilities 2011: $7,894,9512011Assets 2012: $932,210,188Liabilities 2012: $8,117,3122012Assets 2013: $1,009,237,456Liabilities 2013: $11,637,9612013Assets 2014: $1,147,932,188Liabilities 2014: $11,395,2272014Assets 2015: $1,175,838,409Liabilities 2015: $10,852,1712015Assets 2019: $1,512,152,203Liabilities 2019: $8,043,8242019Assets 2020: $1,544,083,441Liabilities 2020: $21,961,011Net Assets 2020: $1,522,122,4302020Assets 2021: $1,838,977,066Liabilities 2021: $25,198,954Net Assets 2021: $1,813,778,1122021Assets 2022: $1,929,105,176Liabilities 2022: $12,504,304Net Assets 2022: $1,916,600,8722022Assets 2023: $1,904,073,923Liabilities 2023: $12,567,6212023Assets 2024: $1,906,661,280Liabilities 2024: $14,997,667Net Assets 2024: $1,891,663,6132024

Latest loaded filing

2024

Assets$1,906,661,280
Liabilities$14,997,667
Net Assets$1,891,663,613
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600M$400M$200M$0-$200MRevenue 2011: $78,303,028Expenses 2011: $73,040,263Net Income 2011: $5,262,7652011Revenue 2012: $195,383,656Expenses 2012: $77,756,048Net Income 2012: $117,627,6082012Revenue 2013: $152,147,501Expenses 2013: $78,640,882Net Income 2013: $73,506,6192013Revenue 2014: $210,074,892Expenses 2014: $71,137,426Net Income 2014: $138,937,4662014Revenue 2015: $111,200,184Expenses 2015: $82,750,907Net Income 2015: $28,449,2772015Revenue 2019: $321,734,114Expenses 2019: $121,182,311Net Income 2019: $200,551,8032019Revenue 2020: $284,380,586Expenses 2020: $266,366,535Net Income 2020: $18,014,0512020Revenue 2021: $449,148,867Expenses 2021: $157,493,185Net Income 2021: $291,655,6822021Revenue 2022: $269,268,699Expenses 2022: $166,445,939Net Income 2022: $102,822,7602022Revenue 2023: $153,286,565Expenses 2023: $178,381,135Net Income 2023: -$25,094,5702023Revenue 2024: $191,760,040Expenses 2024: $191,602,729Net Income 2024: $157,3112024

Latest loaded filing

2024

Revenue$191,760,040
Expenses$191,602,729
Net Income$157,311
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
Barr Foundation
EIN
04-6579815
Phone
6178543500
Address
TWO ATLANTIC AVENUE, BOSTON, MA 02110

Signing Officer

Name
James Canales
Title
President & Trustee
Phone
6178543500
Signed
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Raphael and Raphael Llp
Address
165 THORNDIKE STREET SUITE 5001, LOWELL, MA 01852
Preparer
Garry T Nichol
Phone
6173570100
Raw XML Appendix163 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS1041ScheduleD/DiffOfSmallerAmt00
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt01356
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt034920
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt036276
IRS1041ScheduleD/GainLessIncludedAmt01356
IRS1041ScheduleD/GainPlusDividendsAmt01356
IRS1041ScheduleD/InvestmentIncomeElectionAmt00
IRS1041ScheduleD/NetGainsTaxAmt029309
IRS1041ScheduleD/NetIncomeMinusSmallerAmt01356
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt01356
IRS1041ScheduleD/NetSmallerAmt01356
IRS1041ScheduleD/NetSTCapitalGainOrLossAmt034920
IRS1041ScheduleD/NetTimesPercentAmt0271
IRS1041ScheduleD/SmallerGainAmt01356
IRS1041ScheduleD/SmallerTaxableIncmOrAllowedAmt03000
IRS1041ScheduleD/SmallerTaxableIncomeOrNetAmt01356
IRS1041ScheduleD/SmllrTxblIncmOrOthAllowedAmt014650
IRS1041ScheduleD/SmllrTxiLessGainOrTxiOrAllwAmt03000
IRS1041ScheduleD/SmllrTxiOrAllwLessSmllrAmt00
IRS1041ScheduleD/TaxableIncomeAmt085584
IRS1041ScheduleD/TaxableIncomeLessGainAmt084228
IRS1041ScheduleD/TaxAmt029580
IRS1041ScheduleD/TaxOnTaxableIncomeAmt029811
IRS1041ScheduleD/TaxPlusTimePercentAmt029580
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt01356
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt034920
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt036276
IRS1041ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt01356
IRS1041ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt01356
IRS1041ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt034920
IRS1041ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt034920
IRS1041ScheduleD/TxiLessGainPlusDiffOfSmllAmt084228
IRS1041ScheduleI/AdjAlternativeMinTaxableIncAmt086584
IRS1041ScheduleI/AdjAltMinTaxableIncLessGainAmt056828
IRS1041ScheduleI/AdjustedRegularTaxAmt029580
IRS1041ScheduleI/AdjustedTotalIncomeAmt086584
IRS1041ScheduleI/AlternativeMinimumTaxAmt00
IRS1041ScheduleI/AlternativeMinTaxableIncomeAmt086584
IRS1041ScheduleI/ApplcblCapGainsOrSchDWrkshtAmt084228
IRS1041ScheduleI/CapitalGainsWorksheetAmt01356
IRS1041ScheduleI/EstateOrTrustShrLessExemptAmt058184
IRS1041ScheduleI/ExcessOfSumAmt01356
IRS1041ScheduleI/ExcessOfSumTimesPctAmt0271
IRS1041ScheduleI/FSAmtLessIncAboveThresholdAmt00
IRS1041ScheduleI/IncomeAboveThresholdWorkshtAmt084228
IRS1041ScheduleI/MaximumCapitalGainsOrNetAmt015046
IRS1041ScheduleI/NetAdjAltMinTxblIncTimesPctAmt014775
IRS1041ScheduleI/NetAltMinTxblIncTimesFSPctAmt015128
IRS1041ScheduleI/NetExemptionAmt028400
IRS1041ScheduleI/NetShareAltMinTaxbleIncomeAmt00
IRS1041ScheduleI/NetShareAltMinTxblIncmXPctAmt00
IRS1041ScheduleI/SmallerOfAltMinTxblIncOrSumAmt01356
IRS1041ScheduleI/SmllrNetAdjAltMinOrNetGainAmt01356
IRS1041ScheduleI/SmllrOfAdjustedAltMinOrSchDAmt01356
IRS1041ScheduleI/SumOfAltMinTaxPercentagesAmt015046
IRS1041ScheduleI/SumPlusUnrecapturedSect1250Amt01356
IRS1041ScheduleI/SumThresholdApplcblWrkshtAmt084228
IRS1041ScheduleI/TaxOnAlternativeMinimumGainAmt015046
IRS1041ScheduleI/TentativeAlternativeMinTaxAmt015046
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt00
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt01356
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt01356
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0LONG-TERM CAPITAL GAINS ALLOCABLE FROM PASS-THROUGH INVESTMENTS
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt01356
IRS8949/LongTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt01356
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt00
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt034920
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt034920
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0SHORT-TERM CAPITAL GAINS ALLOCABLE FROM PASS-THROUGH INVESTMENTS
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt034920
IRS8949/ShortTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt034920
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
IRS990T/BooksInCareOfDetail/PhoneNum06178543500
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0TWO ATLANTIC AVENUE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0BOSTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd002110
IRS990T/BookValueAssetsEOYAmt01904073923
IRS990T/CharitableContributionsDedAmt0128376
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTaxCreditAmt00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form1041ScheduleDInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/AppliedToESTaxAmt01022677
IRS990T/OverpaymentSection/OverpaymentAmt01022677
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt01052257
IRS990TScheduleA/CapitalGainNetIncomeAmt036276
IRS990TScheduleA/InterestDeductionAmt02550
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherIncomeAmt010000
IRS990TScheduleA/PrincipalBusinessActivityCd0531390
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt02550
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0171234
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0217510
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0217510
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENTS IN ACTIVITIES GENERATING UBTI
IRS990TScheduleA/UBIBeforeNOLDedAmt0214960
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0214960
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt029580
IRS990T/TaxLessCreditsAmt029580
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt01052257
IRS990T/TotalTaxAmt029580
IRS990T/TotalTaxComputationAmt029580
IRS990T/TotalUBTIAmt085584
IRS990T/TotalUBTIBeforeNOLSpecificAmt086584
IRS990T/TotalUBTIBeforeSection199AAmt086584
IRS990T/TotalUBTIComputedAmt0214960
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES CANALES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06178543500
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BARR
ReturnHeader/Filer/EIN0046579815
ReturnHeader/Filer/PhoneNum06178543500
ReturnHeader/Filer/USAddress/AddressLine1Txt0TWO ATLANTIC AVENUE
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042206126
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RAPHAEL AND RAPHAEL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0165 THORNDIKE STREET SUITE 5001
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOWELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001852
ReturnHeader/PreparerPersonGrp/PhoneNum06173570100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARRY T NICHOL
ReturnHeader/ReturnTs02024-11-14T12:24:30-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,907$15.0$1,892$192$192$0.16
2023Detailed filing. Detailed filing data is available for this year.$1,904$12.6$153$178$25.1
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$1,929$12.5$1,917$269$166$103
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,839$25.2$1,814$449$157$292
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,544$22.0$1,522$284$266$18.0
2019Summary only. Only limited summary data is available for this year.$1,512$8.04$322$121$201
2015Summary only. Only limited summary data is available for this year.$1,176$10.9$111$82.8$28.4
2014Summary only. Only limited summary data is available for this year.$1,148$11.4$210$71.1$139
2013Summary only. Only limited summary data is available for this year.$1,009$11.6$152$78.6$73.5
2012Summary only. Only limited summary data is available for this year.$932$8.12$195$77.8$118
2011Summary only. Only limited summary data is available for this year.$814$7.89$78.3$73.0$5.26