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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

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

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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

No grants recorded for .

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

Related Funders

Similar funders by location and focus area

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

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