Barton Charitable Foundation
- Assets
- $612.4k
- Revenue
- $8.4k
- Investments
- $609.6k
- Employees
- 0
- Location
- Bellaire, MI
- Founding
- 02/2009
- Data as of
- 12/2023
- EIN
- 20-8022889
Organization Overview
Barton Charitable Foundation is located in Bellaire, MI. The organization was established in 2009. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Barton Charitable Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Barton Charitable Foundation generated $8.4k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (20.4%) each year. All expenses for the organization totaled $80.2k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Barton Charitable Foundation has awarded 92 individual grants totaling $377,934. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
DONATES TO 501(C)(3) CHARITIES. SOLICITATIONS FOR CONTRIBUTIONS OR GRANTS NOT ACCEPTED.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Rufus K Barton III Trustee | 1 | $5,000 | |
Bonnie B Wolfarth Trustee | 1 | $5,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $19,078 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$10,687 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $8,391 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $10,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $2,862 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $10,189 |
| Total operating and administrative expenses | $27,510 |
| Contributions, gifts, grants paid | $52,670 |
| Total expenses and disbursements | $80,180 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $2,209 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $598 |
| Total assets | $612,395 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Barton Charitable Foundation has awarded $52,670 in support to 19 organizations.
| Grant Recipient | Amount |
|---|---|
CHURCHILL CENTER & SCHOOL PURPOSE: GENERAL PURPOSE | $2,000 |
JEFFERSON COUNTY HISTORICAL SOCIETY PURPOSE: THE SMITH-SPEED CEMETARY | $500 |
GOOD SAMARITAN FAMILY SERVICES PURPOSE: MOMS TOTS FUND RAISER | $4,000 |
BELLAIRE YOUTH INITIATIVE PURPOSE: GENERAL PURPOSE | $14,000 |
JEMICY SCHOOL PURPOSE: GENERAL PURPOSE | $500 |
HILLSDALE COLLEGE PURPOSE: ANNUAL FUND | $1,000 |