Kari And Fred Barton Foundation
- Assets
- $5.3m
- Revenue
- $718.1k
- Investments
- $5.3m
- Employees
- 0
- Location
- Palm Beach Gardens, FL
- Founding
- 03/2016
- Data as of
- 12/2021
- EIN
- 47-5670994
Organization Overview
Kari And Fred Barton Foundation is located in Palm Beach Gardens, FL. The organization was established in 2016. 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. Kari And Fred Barton 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 12/2021, Kari And Fred Barton Foundation generated $718.1k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (38.4%) each year. All expenses for the organization totaled $326.0k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Kari And Fred Barton Foundation has awarded 46 individual grants totaling $519,000. 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
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
UNIVERSITY OF NOTRE DAME
FONTBONNE UNIVERSITY
ST. LOUIS UNIVERSITY HIGH SCHOOL
WASHINGTON UNIVERSITY ST. LOUIS
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kelli Barton Advisory Committee | 1 | $0 | |
Ann Marie Barton Advisory Committee | 1 | $0 | |
James Fred Barton III Trustee | 4 | $0 | |
Karen Barton Trustee | 4 | $0 | |
Vance Crowe Advisory Committee | 1 | $0 | |
Jim Maher Advisory Committee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $65,057 |
| Dividends & Interest | $84,140 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $569,855 |
| Capital Gain Net Income | $568,821 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | -$950 |
| Total Revenue | $718,102 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $2,868 |
| Taxes | $2,311 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $24,599 |
| Total operating and administrative expenses | $56,987 |
| Contributions, gifts, grants paid | $269,000 |
| Total expenses and disbursements | $325,987 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $19,329 |
| Savings and temporary cash investments | $0 |
| 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 | $175 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $3,107,179 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $5,321,063 |
| 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, Kari And Fred Barton Foundation has awarded $269,000 in support to 21 organizations.
| Grant Recipient | Amount |
|---|---|
St Louis, MO PURPOSE: TO PROVIDE SCHOLARSHIPS | $48,000 |
Notre Dame, IN PURPOSE: TO PROVIDE SCHOLARSHIPS | $48,000 |
WASHINGTON UNIVERSITY ST LOUIS PURPOSE: TO PROVIDE SCHOLARSHIPS | $48,000 |
ST LOUIS UNIVERSITY HIGH PURPOSE: TO PROVIDE SCHOLARSHIPS | $48,000 |
St Louis, MO PURPOSE: TO PROVIDE SCHOLARSHIPS | $20,000 |
JACKIE JOYNER-KERSEE FOUNDATION PURPOSE: TO HELP KIDS | $10,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The Murray & Sydell Rosenberg Foundation Inc Atlanta, GA | $5,561,714 | $74,985,544 |
Joseph B Whitehead Foundation Atlanta, GA | $148,285,590 | $58,163,845 |
Emergency Assistance Foundation Inc West Palm Beach, FL | $75,784,415 | $87,494,207 |
Winshape Foundation Inc Atlanta, GA | $1,733,664,901 | $22,099,572 |
A Good Name Foundation Inc Atlanta, GA | $709,299,721 | $33,917,740 |
Jane Woodruff Foundation Inc Atlanta, GA | $0 | $54,999,988 |
Truist Foundation Inc Orlando, FL | $535,253,915 | $119,578,224 |
Ups Foundation Inc Atlanta, GA | $8,317,427 | $54,799,163 |
Leslie L Alexander Foundation Delray Beach, FL | $372,501,228 | $8,282,313 |
Publix Super Markets Charities Inc Lakeland, FL | $259,322,738 | $58,315,085 |
O Wayne Rollins Foundation Atlanta, GA | $468,654,801 | $21,609,282 |
Goizueta Foundation Inc Atlanta, GA | $444,757,286 | $34,966,270 |