Bartner Family Foundation Trust
Bartner Family Foundation Trust is a private foundation, based in Jupiter, FL. IRS filing data is available from 2019 through 2025. In 2025, it awarded 1 grant totaling $4K.
Bartner Family Foundation Trust at a glance
In short: Bartner Family Foundation Trust gave $4K across 1 grant in 2025 (avg $4K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $4,202
- -93.0% vs 2024
- Grants made (2025)
- 1
- -75.0% vs 2024
- Average grant
- $4,202
- -72.0% vs 2024
- Median grant
- $4,202
- 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 Bartner Family Foundation Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Asolo Repertory Theater ($4K).
Grant Size Distribution
13 grants across all recorded years
The most common grant size was under $50K: 5 grants of 13 (38%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Bartner Family Foundation Trust gives
- Giving fell 99% from 2022 to 2025. Method
- In 2025 it paid out well above 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 2019 to 2025, annual grant giving ranged from $4K (2025) to $310K (2022). In 2025 it made 1 grant totaling $4K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Asolo Repertory Theater Sarasota, FL | Enhance the performing arts | $4,202 |
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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 | — | $1 | $6,412 | $4,202 | 1 | $3,702 | — | $260 |
| 2024 | $6,411 | $51,917 | $61,377 | $60,000 | 4 | $60,000 | $37 | $743 |
| 2023 | $15,892 | $101,553 | $101,214 | $99,286 | 1 | $99,286 | $280 | $799 |
| 2022 | $15,553 | $205,844 | $312,094 | $310,000 | 4 | $310,000 | $45 | $3,393 |
| 2021 | $121,805 | $296,489 | $278,803 | $275,000 | 3 | $275,000 | $38,376 | $5,844 |
| 2020 | $104,561 | $304,877 | $293,215 | $291,200 | 3 | — | $4,162 | $5,931 |
| 2019 | $92,899 | $170,612 | $167,413 | $165,000 | 4 | — | $2,188 | $165,000 |
Under IRS private-foundation payout rules, Bartner Family Foundation Trust reported a distributable amount of $260 for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bartner Family Foundation Trust's 2025 filing lists 5 officers; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Beverly D Bartner
Trustee
On filings since 2019
No compensation reported
Jennifer Indeck
Trustee
On filings since 2019
No compensation reported
Nicole Bartner
Trustee
On filings since 2019
No compensation reported
Robert G Bartner
Trustee
On filings since 2019
No compensation reported
Arabella Bartner
Trustee
On filings since 2020
No compensation reported
Former officers (1)
- Former: Arabella Higgins (2019) — 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.
Frequently asked questions about Bartner Family Foundation Trust
How much does Bartner Family Foundation Trust give each year?
Bartner Family Foundation Trust gave $4K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $60K across 4 grants.
Where does Bartner Family Foundation Trust operate?
Bartner Family Foundation Trust has awarded grants in Connecticut, Florida, New York.
How much is Bartner Family Foundation Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Bartner Family Foundation Trust reported a distributable amount of $260 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bartner Family Foundation Trust's EIN?
Bartner Family Foundation Trust's EIN (Employer Identification Number) is 13-7235081. 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.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS August 29, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 11, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Bartner Family Foundation Trust's focus areas in our free grants database
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