David & Rebecca Barron Fdn Tr Agy
David & Rebecca Barron Fdn Tr Agy is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3K in total assets. In 2024, it awarded 2 grants totaling $105K. Net investment income was $594.
David & Rebecca Barron Fdn Tr Agy at a glance
In short: David & Rebecca Barron Fdn Tr Agy gave $105K across 2 grants in 2024 (avg $53K), mostly in Ohio. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $105,321
- +652.3% vs 2023
- Grants made (2024)
- 2
- +0.0% vs 2023
- Average grant
- $52,661
- +652.3% vs 2023
- Median grant
- $52,661
- Total assets
- $2,609
- -82.5% vs 2023
- Primary geography
- Ohio (95% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who David & Rebecca Barron Fdn Tr Agy funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was Shelterhouse Volunteer Group Agency ($100K). Together the top 2 received $105K.
Grant Size Distribution
32 grants across all recorded years
The most common grant size was under $50K: 25 grants of 32 (78%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
Cities
How David & Rebecca Barron Fdn Tr Agy gives
- Giving held roughly steady from 2021 to 2024 (−17%). Method
- In 2024 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 2020 to 2024, annual grant giving ranged from $14K (2023) to $160K (2022). In 2024 it made 2 grants totaling $105K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Shelterhouse Volunteer Group Agency Cincinnati, OH | General Operating | $100,321 |
| Society of the Four Arts Palm Beach, FL | General Operating | $5,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $2,609 | $101,719 | $107,244 | $105,321 | 2 | $107,088 | $594 | $1,147 |
| 2023 | $14,884 | $11,047 | $15,737 | $14,000 | 2 | $15,513 | $5,168 | $813 |
| 2022 | $19,583 | $55,945 | $162,986 | $160,367 | 9 | $162,041 | $29,617 | $4,484 |
| 2021 | $141,326 | $104,782 | $132,835 | $127,217 | 6 | $129,047 | $102,403 | $10,059 |
| 2020 | $169,379 | $52,886 | $137,988 | $132,667 | 13 | — | $50,341 | $15,008 |
Under IRS private-foundation payout rules, David & Rebecca Barron Fdn Tr Agy reported a distributable amount of $1K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
David & Rebecca Barron Fdn Tr Agy's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
David R. Barron
Co Trustee
On filings since 2020
No compensation reported
Dennis L. Manes Esq.
Co Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 David & Rebecca Barron Fdn Tr Agy
How much does David & Rebecca Barron Fdn Tr Agy give each year?
David & Rebecca Barron Fdn Tr Agy gave $105K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $14K across 2 grants.
How large is David & Rebecca Barron Fdn Tr Agy?
David & Rebecca Barron Fdn Tr Agy reported $3K in total assets on its 2024 IRS Form 990-PF. It paid out $107K in qualifying distributions that year, against a required minimum of $1K (roughly 5% of its investment assets).
Where does David & Rebecca Barron Fdn Tr Agy operate?
David & Rebecca Barron Fdn Tr Agy has awarded grants in Florida, Kentucky, Ohio.
What is David & Rebecca Barron Fdn Tr Agy's EIN?
David & Rebecca Barron Fdn Tr Agy's EIN (Employer Identification Number) is 31-1521552. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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