FEDERAL WAY, WA
Barton Family Foundation
Quick Facts
- EIN
- 916563332
- Location
- FEDERAL WAY, WA
- Category
- Health
- Total Assets
- $14.8M
- Annual Income
- $259K
- IRS Ruling Year
- 2006
- Organization Type
- Trust
- Principal Officer
- % Baker Tilly Us Llp
- Tax Deductibility
- Contributions are deductible
About This Foundation
Barton Family Foundation is a private trust based in FEDERAL WAY, WA. The foundation received its IRS ruling in 2006. The principal officer is % Baker Tilly Us Llp. It holds total assets of $14.8M. Annual income is reported at $259K. The foundation operates in the area of health. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$5.8M
2023+1%
Total Assets
$14.8M
2023-23%
Fair Market Value
$27.5M
2023
Net Worth
$14.8M
2023
Grants Paid
$5.7M
2023
Contributions
$0
2023
Net Investment Income
$252K
2023
Distribution Amount
$1.2M
2023
Total Giving by Year
$372K
11$557K
12$724K
13$860K
14$424K
15$1.3M
19$165K
20$1.7M
21$5.8M
22$5.8M
23Asset Growth
$4M
11$3.6M
12$3.4M
13$7.1M
14$8.7M
15$15.7M
19$21.3M
20$24.8M
21$19.3M
22$14.8M
23Investment Portfolio (2023)
Total: $12.4M
Corporate Stock: $6.3M
Corporate Bonds: $6.1M
Corporate Stock (51%)
Corporate Bonds (49%)
Expense Breakdown (2023)
Grants Paid$5.7M
Depreciation$49K
Accounting Fees$19K
Legal Fees$8K
Revenue Sources (2023)
- Dividends
- $286K
- Capital Gains (Net)
- $14K
- Interest
- $3K
Financial Details (2023)
- Total Revenue
- $303K
- Total Expenses
- $5.8M
- Exempt Purpose Expenses
- $5.7M
- Required Distribution
- $1.2M
- Undistributed Income
- $0
- Total Liabilities
- $1
- Excise Tax
- $4K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
Grantmaking Insights
Total Grants
35
Total Giving
$1.3M
Average Grant
$37K
Median Grant
$3K
Grant Range
Min$145
Max$200K
Median: $3K
Smallest grantLargest grant
Geographic Distribution of Grants
AK
ME
VT
NH
WA
WA: $277K (14)
ID
MT
ND
MN
WI
MI
MI: $53K (2)
NY
NY: $301K (3)
MA
MA: $256K (5)
CT
CT: $50K (1)
RI
OR
NV
WY
SD
IA
IL
IL: $1K (1)
IN
OH
PA
NJ
CA
CA: $227K (5)
UT
CO
NE
MO
KY
WV
VA
MD
MD: $500 (1)
DE
DC
DC: $50K (1)
AZ
AZ: $5K (1)
NM
KS
AR
TN
TN: $75K (1)
NC
SC
OK
LA
MS
AL
GA
FL
HI
TX
NY$301K (3)
WA$277K (14)
MA$256K (5)
CA$227K (5)
TN$75K (1)
MI$53K (2)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| American Civil Liberties Union FoundationFOR CHARITABLE PURPOSES - CRIMINAL JUSTICE WORK | New York, NY | $200K | 2021 |
| Year UpGENERAL AND UNRESTRICTED | Boston, MA | $150K | 2021 |
| Friends Of Waterfront SeattleGENERAL AND UNRESTRICTED | Seattle, WA | $150K | 2021 |
| Williams CollegeGENERAL AND UNRESTRICTED | Williamstown, MA | $101K | 2021 |
| Weld SeattleGENERAL AND UNRESTRICTED | Seattle, WA | $100K | 2021 |
| Chinese Progressive AssociationGENERAL AND UNRESTRICTED | San Francisco, CA | $100K | 2021 |
| Columbia UniversityGENERAL AND UNRESTRICTED | New York, NY | $100K | 2021 |
| Highlander Research And Education CenterGENERAL AND UNRESTRICTED | New Market, TN | $75K | 2021 |
| Colorofchangeorg Education Fund IncGENERAL AND UNRESTRICTED | Oakland, CA | $75K | 2021 |
| Center For Community ChangeGENERAL AND UNRESTRICTED | Washington, DC | $50K | 2021 |
| Ameelio IncGENERAL AND UNRESTRICTED | West Hartford, CT | $50K | 2021 |
| Allied Media Projects IncGENERAL AND UNRESTRICTED | Detroit, MI | $50K | 2021 |
| The Praxis Project IncGENERAL AND UNRESTRICTED | Oakland, CA | $50K | 2021 |
| Seattle Art MuseumGENERAL AND UNRESTRICTED | Seattle, WA | $5K | 2021 |
| Henry Art GalleryGENERAL AND UNRESTRICTED | Seattle, WA | $5K | 2021 |
| El Dorado Foundation IncGENERAL AND UNRESTRICTED | Tucson, AZ | $5K | 2021 |
| Northwest HarvestGENERAL AND UNRESTRICTED | Seattle, WA | $3K | 2021 |
| Family Law CasaGENERAL AND UNRESTRICTED | Tukwila, WA | $3K | 2021 |
| CandorfulGENERAL AND UNRESTRICTED | Malden, MA | $3K | 2021 |
| Seattle Arts & LecturesGENERAL AND UNRESTRICTED | Seattle, WA | $3K | 2021 |
| Path With ArtGENERAL AND UNRESTRICTED | Seattle, WA | $3K | 2021 |
| Washington Stem CenterGENERAL AND UNRESTRICTED | Seattle, WA | $3K | 2021 |
| Glen Lake AssociationGENERAL AND UNRESTRICTED | Glen Arbor, MI | $3K | 2021 |
| School Year AbroadGENERAL AND UNRESTRICTED | North Andover, MA | $2K | 2021 |
| Claremont Mckenna CollegeGENERAL AND UNRESTRICTED | Claremont, CA | $2K | 2021 |
| Francis Ouimet Scholarship FundGENERAL AND UNRESTRICTED | Norton, MA | $1K | 2021 |
| Food LifelineGENERAL AND UNRESTRICTED | Seattle, WA | $1K | 2021 |
| Medic One FoundationGENERAL AND UNRESTRICTED | Bellevue, WA | $1K | 2021 |
| Alzheimer'S AssociationGENERAL AND UNRESTRICTED | Chicago, IL | $1K | 2021 |
| Epiphany SchoolGENERAL AND UNRESTRICTED | Seattle, WA | $1K | 2021 |
| Sound ExperienceGENERAL AND UNRESTRICTED | Port Townsend, WA | $518 | 2021 |
| KuowGENERAL AND UNRESTRICTED | Seattle, WA | $500 | 2021 |
| Cystic Fibrosis FoundationGENERAL AND UNRESTRICTED | Bethesda, MD | $500 | 2021 |
| The Leukemia & Lymphoma SocietyGENERAL AND UNRESTRICTED | Rye Brook, NY | $500 | 2021 |
| Social Good FundGENERAL AND UNRESTRICTED | Richmond, CA | $145 | 2021 |
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
| 2018-12 | 990PF | View Filing |
| 2017-12 | 990PF | View Filing |
| 2016-12 | 990PF | View Filing |
| 2015-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica