Barkett Family Foundation Inc
Barkett Family Foundation Inc is a private foundation, based in Bozeman, MT. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $5.4M in total assets. In 2025, it awarded 2 grants totaling $393K. Net investment income was $1.2M.
Barkett Family Foundation Inc at a glance
In short: Barkett Family Foundation Inc gave $393K across 2 grants in 2025 (avg $197K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $393,153
- +115.1% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $196,577
- +115.1% vs 2024
- Median grant
- $196,577
- Total assets
- $5,372,010
- +52.1% vs 2024
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Barkett Family Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Treasure Coast Community Health ($45K).
Grant Size Distribution
44 grants across all recorded years
The most common grant size was under $50K: 41 grants of 44 (93%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How Barkett Family Foundation Inc gives
- Giving grew 287% from 2022 to 2025. Method
- In 2022 it paid out 101% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $23K (2020) to $393K (2025). In 2025 it made 2 grants totaling $393K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Various small charities Vero Beach, FL | Program | $348,153 |
| Treasure Coast Community Health Vero Beach, FL | Program | $45,000 |
Ready to take the next step with Barkett Family Foundation Inc?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $5,372,010 | $103,418 | $41,055 | $393,153 | 2 | $393,153 | $1,180,737 | — |
| 2024 | $3,532,143 | $53,153 | $24,555 | $182,771 | 2 | $182,771 | $372,710 | — |
| 2023 | $2,931,663 | $73,622 | $8,000 | $134,190 | 2 | $134,190 | — | — |
| 2022 | $3,182,756 | $2,492,639 | $110,909 | $101,665 | 20 | $103,587 | $61,597 | $102,878 |
| 2021 | $732,360 | $605,893 | $42,767 | $40,797 | 18 | — | $2,588 | $28,656 |
| 2020 | $161,738 | $1,355 | $24,886 | $23,000 | 6 | — | $5,187 | $14,130 |
Leadership & Key People
Officers and directors from IRS filings
Barkett Family Foundation Inc is led by Andrea T. Barkett, Director on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Andrea T. Barkett
Director
On filings since 2020
No compensation reported
Former officers (1)
- Former: Sue T. Barkett (2020–2021) — Secretary & Treasurer
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.
Frequently asked questions about Barkett Family Foundation Inc
How much does Barkett Family Foundation Inc give each year?
Barkett Family Foundation Inc gave $393K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $183K across 2 grants.
How large is Barkett Family Foundation Inc?
Barkett Family Foundation Inc reported $5.4M in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $103K.
Where does Barkett Family Foundation Inc operate?
Barkett Family Foundation Inc has awarded grants in District of Columbia, Florida, Illinois, Louisiana, Texas.
What is Barkett Family Foundation Inc's EIN?
Barkett Family Foundation Inc's EIN (Employer Identification Number) is 58-2372150. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS January 28, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 27, 2023)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS September 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 3, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 11, 2026)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in Barkett Family Foundation Inc's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Susan R and John W Sullivan Foundation
Stuart, FL
The foundation made grants to preselected charitable organizations, with reported giving ranging from $521,390 across 79 grants in 2022 to $4,950,900 across 70 grants in 2023; it completed its final asset distribution by May 31, 2024. Its reported 2024 grant went to a Florida donor-advised fund, and it did not accept unsolicited requests.
Assets
—
Grants
1
Total Given
$276K
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
The John's Island Foundation Inc
Indian River Shores, FL
The John’s Island Foundation funds capital projects for nonprofits serving people in need in Indian River County, Florida, including work in food, shelter, health, disability services, aging, and children’s education. In 2025, grants ranged from $21,200 to $500,000, with a median of $51,340. The profile does not state whether it accepts unsolicited requests.
Assets
$2.7M
Grants
25
Total Given
$2.2M
Johnson Family Foundation Inc
Simpsonville, SC
Assets
$353K
Grants
6
Total Given
$230K
The Lichtenberger Foundation Inc
Palm City, FL
The Lichtenberger Foundation funds charitable organizations working in health care, disability services, education, and community support, with most 2025 grant dollars going to Florida recipients. Its 2025 grants ranged from $3,000 to $100,000, with a median of $16,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$1.3M
Grants
22
Total Given
$603K
Archie S Wingfield Jr
Vero Beach, FL
Assets
$4.2M
Grants
124
Total Given
$232K
More similar funders
More Funders in Montana
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Barkett Family Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Barkett Family Foundation Inc down — hundreds of funders to go?