Jerrel and Janice Barto Family Foundation

Private foundation · Grantmaker Wilmington, DE EIN: 20-5926220

Jerrel and Janice Barto Family Foundation is a private foundation, based in Wilmington, DE. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $6.5M in total assets. In 2025, it awarded 4 grants totaling $142K. Net investment income was $160K.

Key facts about Jerrel and Janice Barto Family Foundation

In short: Jerrel and Janice Barto Family Foundation gave $142K across 4 grants in 2025 (avg $36K), mostly in Washington. Source: 2025 IRS Form 990-PF.

EIN
20-5926220
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$142,000
Grants made (2025)
4
Average grant
$35,500
Median grant
$20,000
Total assets
$6,486,201
Primary geography
Washington (72% 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

$6.5M

+86.2% YoY

Annual Giving

$142K

+4.4% YoY

Grant Count

4

+33.3% YoY

Avg Grant Size

$36K

-21.7% YoY

Under IRS private-foundation payout rules, Jerrel and Janice Barto Family Foundation reported a distributable amount of $317K for 2025 — the minimum it must pay out in qualifying distributions.

How Jerrel and Janice Barto Family Foundation gives

  • Giving grew 137% from 2022 to 2025. Method
  • In 2025 it paid out 49% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 4 itemized grants.

Cities

AnacortesBurlingtonLong BeachStocktonMount VernonCosta MesaDaytonIrvineNewport Beach

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K8 grants2019 5 grants2020 4 grants2021 3 grants2022 5 grants2023 3 grants2024 4 grants2025

From 2019 to 2025, annual grant giving ranged from $60K (2022) to $370K (2020). In 2025 it made 4 grants totaling $142K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Heritage Flight Museum: $92KHeritage Flight Museum$92KSalvation Army Long Beach Citadel Corps: $25KSalvation Army Long BeachCitadel Corps$25KMake-a-Wish Foundation of Orange County: $15KMake-a-Wish Foundation ofOrange County$15KBoys and Girls Clubs of Skagit County: $10KBoys and Girls Clubs of SkagitCounty$10K

The largest 2025 recipient was Heritage Flight Museum ($92K). Together the top 4 received $142K.

Grant Size Distribution

19 grants across all recorded years

13<$50K6$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 13 grants of 19 (68%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Heritage Flight Museum Burlington, WAExpenditure Responsibility Grant$92,000
Salvation Army Long Beach Citadel Corps Long Beach, CAGeneral & Unrestricted$25,000
Make-a-Wish Foundation of Orange County Irvine, CACharitable Event$15,000
Boys and Girls Clubs of Skagit County Mount Vernon, WAFor further benefit of the Boys and Girls Club of Anacortes$10,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M$4M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$6,486,201$3,483,858$3,474,382
Revenue$3,158,768$158,676$150,837
Expenses$156,425$149,200$182,425
Qualifying Distributions$154,025$146,900$180,525
Net Investment Income$159,718$158,676$150,837
Distributable Amount$316,657$273,923$237,805

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS May 14, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS June 12, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Jerrel and Janice Barto Family Foundation is led by Jerrel Barto, President, Director & Secretary on every filing since 2019 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Jerrel Barto

    President, Director & Secretary

    On filings since 2019

    1 hr/week

    No compensation reported

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 Jerrel and Janice Barto Family Foundation

How much does Jerrel and Janice Barto Family Foundation give each year?

Jerrel and Janice Barto Family Foundation gave $142K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $136K across 3 grants.

What is Jerrel and Janice Barto Family Foundation's typical grant size?

Jerrel and Janice Barto Family Foundation's median grant in 2025 was $20,000, and its average grant was $35,500, across 4 grants on its 2025 IRS Form 990-PF.

Where does Jerrel and Janice Barto Family Foundation give grants?

Jerrel and Janice Barto Family Foundation gives mostly in Washington: 72% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was California (28%).

Does Jerrel and Janice Barto Family Foundation give general operating support?

Yes: 25% of Jerrel and Janice Barto Family Foundation's 2025 grants with a stated purpose (1 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Jerrel and Janice Barto Family Foundation?

Jerrel and Janice Barto Family Foundation reported $6.5M in total assets on its 2025 IRS Form 990-PF. It paid out $154K in qualifying distributions that year, against a required minimum of $317K (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 Jerrel and Janice Barto Family Foundation's EIN?

Jerrel and Janice Barto Family Foundation's EIN (Employer Identification Number) is 20-5926220. 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.

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