John J Barton Charitable Trust
John J Barton Charitable Trust is a private foundation, based in Rockford, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 4 grants totaling $56K. Net investment income was $72K.
John J Barton Charitable Trust at a glance
In short: John J Barton Charitable Trust gave $56K across 4 grants in 2025 (avg $14K), mostly in Illinois. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $55,543
- +18.1% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $13,886
- +18.1% vs 2024
- Median grant
- $10,000
- Total assets
- $1,023,885
- +1.5% vs 2024
- Primary geography
- Illinois (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who John J Barton Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Wedrose Acres ($35K). Together the top 4 received $56K.
Grant Size Distribution
16 grants across all recorded years
The most common grant size was under $50K: 16 grants of 16 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How John J Barton Charitable Trust gives
- Giving grew 280% from 2022 to 2025. Method
- In 2025 it paid out 96% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $15K (2022) to $56K (2025). In 2025 it made 4 grants totaling $56K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Wedrose Acres Gridley, IL | Operations | $35,043 |
| Rockford Rescue Mission Rockford, IL | Operations | $10,000 |
| Swedish American Health Foundation Rockford, IL | Operations | $10,000 |
| Cathedral of St Peter Rockford, IL | Operations | $500 |
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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 | $1,023,885 | $86,909 | $72,052 | $55,543 | 4 | $56,293 | $71,700 | $58,774 |
| 2024 | $1,009,028 | $46,008 | $63,017 | $47,019 | 4 | $47,769 | $31,381 | $56,293 |
| 2023 | $1,026,037 | $62,645 | $58,012 | $42,991 | 4 | $46,390 | $51,611 | $50,418 |
| 2022 | $1,021,404 | $53,758 | $33,075 | $14,616 | 2 | $21,837 | $46,536 | $50,212 |
| 2021 | $1,000,721 | $160,374 | $69,987 | $26,513 | 2 | $46,744 | $138,082 | $55,197 |
| 2020 | $910,334 | $968,363 | $31,969 | $20,000 | 1 | — | $46,983 | $29,354 |
Under IRS private-foundation payout rules, John J Barton Charitable Trust reported a distributable amount of $59K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
John J Barton Charitable Trust's only listed officer is Midland States Bank, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Midland States Bank
Trustee
On filings since 2020
$7K (2020) → $14K (2025)
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $14K, to Midland States Bank (Trustee).
Frequently asked questions about John J Barton Charitable Trust
How much does John J Barton Charitable Trust give each year?
John J Barton Charitable Trust gave $56K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $47K across 4 grants.
What is John J Barton Charitable Trust's typical grant size?
John J Barton Charitable Trust's median grant in 2025 was $10,000, and its average grant was $13,886, across 4 grants on its 2025 IRS Form 990-PF.
Where does John J Barton Charitable Trust give grants?
John J Barton Charitable Trust gives mostly in Illinois: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Rockford, IL (3 grants).
Does John J Barton Charitable Trust give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on John J Barton Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Operations" (4 grants).
How large is John J Barton Charitable Trust?
John J Barton Charitable Trust reported $1.0M in total assets on its 2025 IRS Form 990-PF. It paid out $56K in qualifying distributions that year, against a required minimum of $59K (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 John J Barton Charitable Trust's EIN?
John J Barton Charitable Trust's EIN (Employer Identification Number) is 85-6172640. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work John J Barton Charitable Trust funds
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