Baron Capital Foundation
Baron Capital Foundation maintains robust asset growth and zero executive compensation, consistently generating surpluses.
EIN: 142004657 · New York, NY · NTEE: T20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $12.5M |
| Total Expenses | $5.6M |
| Program Spending | 90% |
| Net Assets | $46.1M |
| Transparency Score | 95/100 |
Is Baron Capital Foundation Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Baron Capital Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Baron Capital Foundation
Baron Capital Foundation (EIN: 142004657) is a nonprofit organization based in New York, NY, classified under NTEE code T20. The organization reported total revenue of $12.5M and total assets of $51.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Baron Capital Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Baron Capital Foundation is a large nonprofit that has been operating for 19 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 16.2%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $7.7M |
| Total Expenses | $5.6M |
| Surplus / Deficit | +$2.1M |
| Total Assets | $46.1M |
| Total Liabilities | $1 |
| Net Assets | $46.1M |
| Operating Margin | 26.7% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 98.4 months |
Financial Health Grade: A
In 2023, Baron Capital Foundation reported a surplus of $2.1M with revenue exceeding expenses, holds 98.4 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Baron Capital Foundation's revenue has grown at a compound annual growth rate (CAGR) of 16.2%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -17.2% | +5.7% | +4.4% |
| 2022 | -54.7% | +32.7% | +9.8% |
| 2021 | +63.9% | +122.6% | +39.9% |
| 2020 | +374.0% | +43.0% | +120.1% |
| 2019 | +17.0% | -34.1% | +33.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2007 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Baron Capital Foundation with a Mission Score of 95 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Baron Capital Foundation allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $2.1M, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, indicating that no officers or key employees receive salaries from the foundation. This is highly commendable and suggests that all operational expenses are directed towards administrative functions or grant-making, rather than individual remuneration.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Strengths
The following positive indicators were identified for Baron Capital Foundation:
- Consistent asset growth, from $4M in 2011 to over $51M currently, indicating strong financial management.
- Zero reported officer compensation across all filings, demonstrating high efficiency and dedication to mission.
- Consistent revenue surpluses, such as $7,682,467 revenue vs. $5,628,112 expenses in 2023, ensuring financial stability.
- Low liabilities, consistently reported as $1 or $0 in most periods, indicating minimal debt burden.
- Regular IRS 990 filings over 10 periods, showing commitment to transparency and compliance.
Frequently Asked Questions about Baron Capital Foundation
Is Baron Capital Foundation a legitimate charity?
Baron Capital Foundation (EIN: 142004657) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 95/100. It has 10 years of IRS 990 filings on record. Total revenue: $12.5M. No red flags identified. 5 strengths noted. Financial health grade: A.
How does Baron Capital Foundation spend its money?
Baron Capital Foundation directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Baron Capital Foundation tax-deductible?
Baron Capital Foundation is registered as a tax-exempt nonprofit (EIN: 142004657). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Baron Capital Foundation compare to similar nonprofits?
With a transparency score of 95/100 (Excellent), Baron Capital Foundation is above average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Baron Capital Foundation located?
Baron Capital Foundation is headquartered in New York, New York and files with the IRS under EIN 142004657. It is classified under NTEE code T20.
How many years of IRS 990 filings does Baron Capital Foundation have?
Baron Capital Foundation has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $12.5M in total revenue.
What is the primary focus of Baron Capital Foundation's grant-making?
As a private foundation (NTEE T20), the Baron Capital Foundation primarily focuses on making grants to other organizations. The specific areas of these grants would require reviewing their Form 990-PF Schedule B or grant listings, which are not provided in this data.
How does the foundation manage its significant asset growth?
The foundation has consistently grown its assets from $4,000,000 in 2011 to over $51,407,764 currently. This growth suggests effective investment strategies and prudent financial management, allowing for increased future grant-making capacity.
Is the Baron Capital Foundation transparent with its financial operations?
The consistent filing of IRS Form 990s over 10 periods indicates a commitment to regulatory compliance and financial transparency. The absence of officer compensation further enhances trust in its financial practices.
Filing History
IRS 990 filing history for Baron Capital Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Baron Capital Foundation's revenue has grown by 508.1%, moving from $1.3M to $7.7M. Total assets increased by 1053.6% over the same period, from $4.0M to $46.1M. Total functional expenses rose by 345.5%, from $1.3M to $5.6M. In its most recent filing year (2023), Baron Capital Foundation reported a surplus of $2.1M, with revenue exceeding expenses. The organization holds $1 in liabilities against $46.1M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $46.1M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $7.7M | $5.6M | $46.1M | $1 | — | View 990 |
| 2022 | $9.3M | $5.3M | $44.2M | $1 | — | View 990 |
| 2021 | $20.5M | $4.0M | $40.2M | $1 | — | View 990 |
| 2020 | $12.5M | $1.8M | $28.8M | $5.0M | — | — |
| 2019 | $2.6M | $1.3M | $13.1M | $1 | — | View 990 |
| 2015 | $2.3M | $1.9M | $9.8M | $1 | — | View 990 |
| 2014 | $3.9M | $1.8M | $9.4M | $1 | — | View 990 |
| 2013 | $1.5M | $1.4M | $7.4M | $1 | — | View 990 |
| 2012 | $4.7M | $1.4M | $7.3M | $0 | — | View 990 |
| 2011 | $1.3M | $1.3M | $4.0M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $7.7M, expenses of $5.6M, and assets of $46.1M (revenue -17.2% year-over-year).
- 2022: Revenue of $9.3M, expenses of $5.3M, and assets of $44.2M (revenue -54.7% year-over-year).
- 2021: Revenue of $20.5M, expenses of $4.0M, and assets of $40.2M (revenue +63.9% year-over-year).
- 2020: Revenue of $12.5M, expenses of $1.8M, and assets of $28.8M (revenue +374.0% year-over-year).
- 2019: Revenue of $2.6M, expenses of $1.3M, and assets of $13.1M (revenue +17.0% year-over-year).
- 2015: Revenue of $2.3M, expenses of $1.9M, and assets of $9.8M (revenue -41.6% year-over-year).
- 2014: Revenue of $3.9M, expenses of $1.8M, and assets of $9.4M (revenue +161.0% year-over-year).
- 2013: Revenue of $1.5M, expenses of $1.4M, and assets of $7.4M (revenue -68.4% year-over-year).
- 2012: Revenue of $4.7M, expenses of $1.4M, and assets of $7.3M (revenue +270.6% year-over-year).
- 2011: Revenue of $1.3M, expenses of $1.3M, and assets of $4.0M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Baron Capital Foundation:
Data Sources and Methodology
This transparency report for Baron Capital Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.