Barrett Family Foundation Trust

Private foundation · Grantmaker Clearwater, FL EIN: 46-7200163

Barrett Family Foundation Trust is a private foundation focused on Education, based in Clearwater, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $6.8M in total assets. In 2025, it awarded 8 grants totaling $270K. Net investment income was $2.6M.

Key facts about Barrett Family Foundation Trust

In short: Barrett Family Foundation Trust gave $270K across 8 grants in 2025 (avg $34K), mostly in Florida. Source: 2025 IRS Form 990-PF.

EIN
46-7200163
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$270,000
Grants made (2025)
8
Average grant
$33,750
Median grant
$30,000
Total assets
$6,818,915
Primary geography
Florida (56% of itemized 2025 grant dollars)

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

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$6.8M

+6.4% YoY

Annual Giving

$270K

-21.7% YoY

Grant Count

8

-20.0% YoY

Avg Grant Size

$34K

-2.2% YoY

Under IRS private-foundation payout rules, Barrett Family Foundation Trust reported a distributable amount of $283K for 2025 — the minimum it must pay out in qualifying distributions.

How Barrett Family Foundation Trust gives

  • Giving grew 44% from 2022 to 2025. Method
  • In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

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

Your AI grants department

Ready to take the next step with Barrett Family Foundation Trust?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Share of 2025 grant dollars across all 8 itemized grants.

Cities

TampaSt PetersburgClearwaterLargoNew YorkVirginia BeachBay PinesEncinitasPinellas ParkArlingtonBradentonGainesvilleHagerstownHolidayLithiaLutzNaplesNew Port RicheyPalmettoRiverview

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K16 grants2019 8 grants2020 15 grants2021 8 grants2022 19 grants2023 10 grants2024 8 grants2025

From 2019 to 2025, annual grant giving ranged from $128K (2020) to $345K (2024). In 2025 it made 8 grants totaling $270K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

Metropolitan Ministries Inc: $60KMetropolitan Ministries Inc$60KAmerican Swiss Foundation Inc: $55KAmerican Swiss Foundation Inc$55KAgency for Community Treatment Services: $30KAgency for Community TreatmentServices$30KBlue Star Families: $30KBlue Star Families$30KNavy Seal Foundation: $30KNavy Seal Foundation$30KOperation Healing Forces: $30KOperation Healing Forces$30KGrey Bull Rescue: $30KGrey Bull Rescue$30KAmerican Embassy Bern: $5KAmerican Embassy Bern$5K

The largest 2025 recipient was Metropolitan Ministries Inc ($60K). Together the top 8 received $270K.

Grant Size Distribution

60 grants across all recorded years

51<$50K9$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 51 grants of 60 (85%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Metropolitan Ministries Inc Tampa, FLHomelessness/Mental Health$60,000
American Swiss Foundation Inc New York, NYEducation$55,000
Agency for Community Treatment Services Tampa, FLHomelessness/Mental Health$30,000
Blue Star Families Encinitas, CAVeterans Advocacy$30,000
Navy Seal Foundation Virginia Beach, VAVeterans Advocacy$30,000
Operation Healing Forces Tampa, FLHomelessness/Mental Health$30,000
Grey Bull Rescue Tampa, FLInternational Rescue Program$30,000
American Embassy Bern Swiss Independence Day$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$6,818,915$6,411,155$5,460,214
Revenue$2,634,345$2,274,745$115,394
Expenses$450,956$499,298$502,905
Qualifying Distributions$270,000$345,000$348,095
Net Investment Income$2,624,766$2,244,556$63,971
Distributable Amount$282,734$281,169$258,228

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS April 1, 2021)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 9, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS December 13, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS February 13, 2024)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 27, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS September 5, 2025)
  7. Added Form 990-PF for fiscal year 2025 (received by the IRS June 12, 2026)
  8. IRS filings on file for fiscal years 2019–2024

Leadership & Key People

Officers and directors from IRS filings

Barrett Family Foundation Trust is led by Michelle Barrett-Skelly, Executive Director since 2025 (on filings since 2022); 2 of 3 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Michelle Barrett-Skelly

    Executive Director

    Executive Di → Executive Director & Co-Trustee, 2024

    Executive Director & Co-Trustee → Executive Director, 2025

    On filings since 2022

    10 hrs/week

    $84K (2022) → $44K (2025)

  • Thomas Skelly

    Executive Director & Trustee

    New on the 2025 filing

    40 hrs/week

    $40K (2025)

  • Erika L. Barrett

    Trustee

    Co-Trustee → Trustee, 2025

    On filings since 2019

    2 hrs/week

    No compensation reported

Former officers (6)
  • Former: John P. Barrett (2019–2024) — Chair
  • Former: Samantha Tuczynski (2021–2023) — Co-Trustee
  • Former: Brian C. Barrett (2019–2021) — Co-Trustee
  • Former: John C. Dew (2019–2021) — Co-Trustee
  • Former: Michele Barrett Skelly (2019–2021) — Executive Di
  • Former: Samantha Barrett (2019–2020) — Co-Trustee

Data from IRS Form 990 filings, 2019–2025. "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

Michelle Barrett-Skelly — Exec Director Thru 7/1/25 & Trustee: $44KMichelle Barrett-SkellyExec Director Thru 7/1/25 &…$44KThomas Skelly — Executive Director 7/1/25 & Trustee: $40KThomas SkellyExecutive Director 7/1/25 &…$40K

The highest reported compensation on the 2025 filing was $44K, to Michelle Barrett-Skelly (Exec Director Thru 7/1/25 & Trustee). 2 officers or directors reported compensation on that filing.

Frequently asked questions about Barrett Family Foundation Trust

How much does Barrett Family Foundation Trust give each year?

Barrett Family Foundation Trust gave $270K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $345K across 10 grants.

What is Barrett Family Foundation Trust's typical grant size?

Barrett Family Foundation Trust's median grant in 2025 was $30,000, and its average grant was $33,750, across 8 grants on its 2025 IRS Form 990-PF.

Where does Barrett Family Foundation Trust give grants?

Barrett Family Foundation Trust gives mostly in Florida: 56% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (20%) and California (11%). The most frequent recipient cities were Tampa, FL (4 grants).

Does Barrett Family Foundation Trust give general operating support?

Not in 2025: none of the 8 grants with a stated purpose on Barrett Family Foundation Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Homelessness/Mental Health" (3 grants).

Who are Barrett Family Foundation Trust's largest grantees?

Barrett Family Foundation Trust's largest 2025 grantees include Metropolitan Ministries Inc ($60,000), American Swiss Foundation Inc ($55,000) and Agency for Community Treatment Services ($30,000), according to its 2025 IRS Form 990-PF. Together they received 54% of its itemized 2025 grant dollars.

How large is Barrett Family Foundation Trust?

Barrett Family Foundation Trust reported $6.8M in total assets on its 2025 IRS Form 990-PF. It paid out $270K in qualifying distributions that year, against a required minimum of $283K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Barrett Family Foundation Trust?

Barrett Family Foundation Trust is a private foundation focused on Education, based in Clearwater, FL. It holds $6.8M in total assets as of 2025.

What is Barrett Family Foundation Trust's EIN?

Barrett Family Foundation Trust's EIN (Employer Identification Number) is 46-7200163. IRS Form 990 filing data is available on this page for 2019–2025.

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

Your AI grants department

Here's the math on researching Barrett Family Foundation Trust by hand.

Explore Open Grants

Browse active grant opportunities in Barrett Family Foundation Trust's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Community Foundation of Tampa Bay Inc

Tampa, FL

The Community Foundation of Tampa Bay funds nonprofits addressing economic opportunity, environmental sustainability, health, education, and community vitality in Hillsborough, Pinellas, Pasco, Hernando, and Citrus counties. Its annual competitive grants are typically $10,000–$50,000; it also accepts year-round requests for urgent, unforeseen needs of up to $250,000. Apply through the relevant grant opportunity; the profile does not state whether general unsolicited requests are accepted.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.0B

Grants

698

Total Given

$54.3M

Vinik Family Foundation

Tampa, FL

The Vinik Family Foundation supports arts and culture, education, health, human services, and startup development, with most of its giving going to Florida and additional grants in Massachusetts and other states. Its 2024 grants had a median of $50,000 and ranged from $258 to $2.12 million. It funds only preselected organizations and does not accept unsolicited requests.

Assets

$183.3M

Grants

103

Total Given

$12.2M

Duke Energy Foundation

Charlotte, NC

The Duke Energy Foundation funds workforce development, local economic development and recovery, disaster resilience, conservation, and economic opportunity in communities across North Carolina, South Carolina, Florida, Ohio, Kentucky, and Indiana. It reports more than $30 million in annual charitable grants; awards vary widely, with a 2024 median of $25,000, and applications of $20,000 or less are accepted on a rolling basis. Applicants should contact their local Foundation representative before applying.

Assets

$1.9M

Grants

41

Total Given

$25.6M

Publix Super Markets Charities Inc

Lakeland, FL

Publix Super Markets Charities supports nonprofits addressing hunger, homelessness and housing, youth, education, and community needs in Florida, Georgia, Alabama, North Carolina, South Carolina, Tennessee, Virginia, and Kentucky. Its 2024 median grant was $2,500, though awards ranged widely; it accepts online requests from eligible organizations, with application periods varying by program.

Assets

$233.8M

Grants

3,269

Total Given

$52.5M

The Community Foundation for Northeast Florida Inc

Jacksonville, FL

The Community Foundation for Northeast Florida supports nonprofits and civic work in Duval, St. Johns, Nassau, Baker, Clay, and Putnam counties, with interests including neighborhoods, education, aging adults, arts, women and girls, young children, and early literacy. Its 2024 grants had a median of $5,000, though amounts varied widely; most donor-advised grants are not open to applications, but eligible nonprofits can apply through competitive programs when application windows are open.

Philanthropy, Voluntarism & Grantmaking

Assets

$708.7M

Grants

2,470

Total Given

$78.0M

Gulf Coast Community Foundation Inc

Venice, FL

Gulf Coast Community Foundation funds arts and culture, civic and economic development, education, the environment, health and human services, and disaster response, with a focus on its Florida service area. Community grants provide up to $25,000 per organization per fiscal year; larger catalytic grants are available, and 2025 grants had a median of $16,251. It accepts unsolicited requests through scheduled Community Grant cycles; catalytic grants start with a letter of inquiry, and initiative grants are by invitation only.

Philanthropy, Voluntarism & Grantmaking

Assets

$533.7M

Grants

651

Total Given

$45.0M

Early Learning Coalition of Broward County Inc

Fort Lauderdale, FL

The Early Learning Coalition of Broward funds child care reimbursement and early-learning providers, including programs supporting child care and preschool, primarily in Broward County, Florida. Its 2025 grants ranged from $5,127 to $3,994,863, with a median of $158,921. The profile does not state whether it accepts unsolicited requests.

Human Services

Assets

$15.9M

Grants

636

Total Given

$152.2M

Leslie L Alexander Foundation Inc

Delray Beach, FL

The Leslie L Alexander Foundation supports animal rescue, education, children’s services, and other charitable work. In 2024, grants ranged from $600 to $1 million, with a median of $35,000; giving was concentrated in Florida and Texas, with awards also made elsewhere. It gives only to preselected organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$291.4M

Grants

622

Total Given

$28.4M

CSX Foundation Inc

Jacksonville, FL

Philanthropy, Voluntarism & Grantmaking

Assets

$9.7M

Grants

607

Total Given

$13.7M

United Way Miami Inc

Miami, FL

United Way Miami funds education, economic mobility, health and wellbeing, and resilient-community programs, with its community focus in Miami-Dade County. Its 2025 grants ranged from $5,082 to $1,693,432, with a median of $18,410; published opportunities include selected awards of up to $153,000. It publishes specific grant opportunities and application details; whether it accepts unsolicited requests is not stated.

Philanthropy, Voluntarism & Grantmaking

Assets

$157.2M

Grants

562

Total Given

$32.6M

The Community Foundation of Sarasota CO Inc

Sarasota, FL

The Community Foundation of Sarasota County funds nonprofits working in areas including human services, education, arts, health, economic stability, animal welfare, and community resilience. Its typical grants are around $10,000–$25,000, with a 2025 median of $18,798, for programs serving Sarasota, Manatee, Charlotte, or DeSoto County. The profile does not state whether it accepts unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$518.5M

Grants

540

Total Given

$41.2M

More Funders in Florida

Barrett Family Foundation Trust down — hundreds of funders to go?

Want AI to do this for you?