Barger Family Charitable Foundation Tr

Private foundation · Grantmaker Mattoon, IL EIN: 26-6236434

Barger Family Charitable Foundation Tr is a private foundation focused on Education, based in Mattoon, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $205K in total assets. In 2025, it awarded 6 grants totaling $15K. Net investment income was $43K.

Key facts about Barger Family Charitable Foundation Tr

In short: Barger Family Charitable Foundation Tr gave $15K across 6 grants in 2025 (avg $2K), mostly in Illinois. Source: 2025 IRS Form 990-PF.

EIN
26-6236434
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$14,701
Grants made (2025)
6
Average grant
$2,450
Median grant
$2,000
Total assets
$204,664
Primary geography
Illinois (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$205K

+14.9% YoY

Annual Giving

$15K

+32.7% YoY

Grant Count

6

+0.0% YoY

Avg Grant Size

$2K

+32.7% YoY

Under IRS private-foundation payout rules, Barger Family Charitable Foundation Tr reported a distributable amount of $10K for 2025 — the minimum it must pay out in qualifying distributions.

How Barger Family Charitable Foundation Tr gives

  • Giving grew 78% from 2022 to 2025. Method
  • In 2025 it paid out 173% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 6 itemized grants.

States

Cities

MattoonAshmoreCaseyCharlestonLernaNegoaNeogaNeogo

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K5 grants2020 5 grants2021 9 grants2022 10 grants2023 6 grants2024 6 grants2025

From 2020 to 2025, annual grant giving ranged from $7K (2023) to $15K (2025). In 2025 it made 6 grants totaling $15K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

First Baptist Church: $5KFirst Baptist Church$5K

The largest 2025 recipient was First Baptist Church ($5K).

Organizations only. It also paid 5 individual scholarships ($10,000), which are not listed by name.

Grant Size Distribution

36 grants across all recorded years

36<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 36 grants of 36 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
First Baptist Church Mattoon, ILCharitable Donation$4,701
5 individual scholarships Recipients not named —$10,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$204,664$178,105$179,783
Revenue$45,549$14,873$5,400
Expenses$18,990$16,551$9,556
Qualifying Distributions$16,708$13,737$8,225
Net Investment Income$43,436$11,085$4,424
Distributable Amount$9,650$10,803$9,868

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS February 12, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS January 24, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS February 13, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS February 13, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS January 29, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS February 17, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Barger Family Charitable Foundation Tr's only listed officer is First MID Wealth Management CO, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • First MID Wealth Management CO

    Trustee

    On filings since 2020

    1 hr/week

    $3K (2020) → $3K (2025)

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

First Mid Wealth Management CO — Trustee: $3KFirst Mid Wealth…Trustee$3K

The highest reported compensation on the 2025 filing was $3K, to First Mid Wealth Management CO (Trustee).

Frequently asked questions about Barger Family Charitable Foundation Tr

How much does Barger Family Charitable Foundation Tr give each year?

Barger Family Charitable Foundation Tr gave $15K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $11K across 6 grants.

What is Barger Family Charitable Foundation Tr's typical grant size?

Barger Family Charitable Foundation Tr's median grant in 2025 was $2,000, and its average grant was $2,450, across 6 grants on its 2025 IRS Form 990-PF.

Where does Barger Family Charitable Foundation Tr give grants?

Barger Family Charitable Foundation Tr gives mostly in Illinois: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.

Does Barger Family Charitable Foundation Tr give general operating support?

Not in 2025: none of the 6 grants with a stated purpose on Barger Family Charitable Foundation Tr's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (5 grants).

How large is Barger Family Charitable Foundation Tr?

Barger Family Charitable Foundation Tr reported $205K in total assets on its 2025 IRS Form 990-PF. It paid out $17K in qualifying distributions that year, against a required minimum of $10K (roughly 5% of its investment assets).

What is Barger Family Charitable Foundation Tr?

Barger Family Charitable Foundation Tr is a private foundation focused on Education, based in Mattoon, IL. It holds $205K in total assets as of 2025.

What is Barger Family Charitable Foundation Tr's EIN?

Barger Family Charitable Foundation Tr's EIN (Employer Identification Number) is 26-6236434. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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