Richard F & Lena S Barker Tr Fund
Richard F & Lena S Barker Tr Fund is a private foundation, based in Buffalo, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $801K in total assets. In 2024, it awarded 6 grants totaling $43K. Net investment income was $48K.
Richard F & Lena S Barker Tr Fund at a glance
In short: Richard F & Lena S Barker Tr Fund gave $43K across 6 grants in 2024 (avg $7K), mostly in Vermont. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $42,672
- -8.8% vs 2023
- Grants made (2024)
- 6
- +0.0% vs 2023
- Average grant
- $7,112
- -8.8% vs 2023
- Median grant
- $7,112
- Total assets
- $800,891
- +0.5% vs 2023
- Primary geography
- Vermont (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Richard F & Lena S Barker Tr Fund funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
The largest 2024 recipient was New England Kurn Hattin Home Stephen Fitch Financial MGR ($11K). Together the top 6 received $43K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 30 grants of 30 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 6 itemized grants.
States
Cities
How Richard F & Lena S Barker Tr Fund gives
- Giving held roughly steady from 2021 to 2024 (−12%). Method
- In 2024 it paid out 127% of 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 $43K (2024) to $48K (2021). In 2024 it made 6 grants totaling $43K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| New England Kurn Hattin Home Stephen Fitch Financial MGR Westminster, VT | General Operation | $10,668 |
| Rockingham Free Public Library Bellows Falls, VT | General Operations | $10,668 |
| Greater Rockingham Area Svcs Bellows Falls, VT | General Support | $10,668 |
| Immanuel Episcopal Church the Rector and Wardens Bellows Falls, VT | General Operations | $3,556 |
| Meeting Waters YMCA Treasurer Bellows Falls, VT | General Operations | $3,556 |
| Bellows Falls Area Senior Ctr Treasurer Bellows Falls, VT | General Operation | $3,556 |
Ready to take the next step with Richard F & Lena S Barker Tr Fund?
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 | $800,891 | $61,152 | $56,957 | $42,672 | 6 | $56,617 | $47,796 | $44,423 |
| 2023 | $797,228 | $28,661 | $61,134 | $46,790 | 6 | $49,293 | $20,132 | $42,299 |
| 2022 | $829,848 | $102,388 | $61,208 | $47,268 | 6 | $49,573 | $91,489 | $43,816 |
| 2021 | $789,670 | $83,062 | $63,994 | $48,495 | 6 | $49,760 | $70,482 | $48,222 |
| 2020 | $771,600 | $75,881 | $59,083 | $44,481 | 6 | — | $62,035 | $43,126 |
Under IRS private-foundation payout rules, Richard F & Lena S Barker Tr Fund reported a distributable amount of $44K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Richard F & Lena S Barker Tr Fund's only listed officer is M&T Bank, Trustee on every filing since 2023 (compensated).
Officers on the 2024 filing
M&T Bank
Trustee
On filings since 2023
1 hr/week
$11K (2023) → $12K (2024)
Former officers (2)
- Former: MT Bank (2022) — Trustee
- Former: Peoples United Bank N A (2020–2021) — Trustee
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.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $12K, to M&T Bank (Trustee).
Frequently asked questions about Richard F & Lena S Barker Tr Fund
How much does Richard F & Lena S Barker Tr Fund give each year?
Richard F & Lena S Barker Tr Fund gave $43K across 6 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $47K across 6 grants.
What is Richard F & Lena S Barker Tr Fund's typical grant size?
Richard F & Lena S Barker Tr Fund's median grant in 2024 was $7,112, and its average grant was $7,112, across 6 grants on its 2024 IRS Form 990-PF.
Where does Richard F & Lena S Barker Tr Fund give grants?
Richard F & Lena S Barker Tr Fund gives mostly in Vermont: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Bellows Falls, VT (5 grants).
Does Richard F & Lena S Barker Tr Fund give general operating support?
Yes: 100% of Richard F & Lena S Barker Tr Fund's 2024 grants with a stated purpose (6 of 6) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Richard F & Lena S Barker Tr Fund's largest grantees?
Richard F & Lena S Barker Tr Fund's largest 2024 grantees include New England Kurn Hattin Home Stephen Fitch Financial MGR ($10,668), Rockingham Free Public Library ($10,668) and Greater Rockingham Area Svcs ($10,668), according to its 2024 IRS Form 990-PF. Together they received 75% of its itemized 2024 grant dollars.
How large is Richard F & Lena S Barker Tr Fund?
Richard F & Lena S Barker Tr Fund reported $801K in total assets on its 2024 IRS Form 990-PF. It paid out $57K in qualifying distributions that year, against a required minimum of $44K (roughly 5% of its investment assets).
What is Richard F & Lena S Barker Tr Fund's EIN?
Richard F & Lena S Barker Tr Fund's EIN (Employer Identification Number) is 03-6037557. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 30, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 18, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 17, 2025)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Richard F & Lena S Barker Tr Fund's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in New York
Periwinkle Foundation Inc
Brattleboro, VT
Periwinkle Foundation’s 2022 grants supported Vermont organizations working in housing and food assistance, journalism, youth programs, community services, animal welfare, and hospice care. It gave $117,090 across 20 grants, with listed awards ranging from $700 to $29,826; its 2023 final return reported no grants or assets. It gave only to preselected organizations and did not accept unsolicited requests.
Assets
$661
Grants
20
Total Given
$117K
Hubbard Farms Charitable Foundation
Walpole, NH
The Hubbard Farms Charitable Foundation supports education, health services, youth activities, recreation, and community social welfare in communities where Hubbard Farms employees live, with an additional interest in poultry technology and production efficiency. In 2025, it awarded $250–$5,100 per grant (median $2,500), with grants concentrated in New Hampshire and also reaching multiple states. It accepts requests by letter with goals and proposed donation, proof of exempt status, and prior-year financial statements; listed deadlines are April 1 and October 1.
Assets
$1.1M
Grants
27
Total Given
$54K
Vermont Afterschool Inc
South Burlington, VT
Vermont Afterschool funds afterschool, summer learning, and other expanded-learning programs for Vermont children and youth, including efforts to maintain or improve program capacity and quality. Its 2025 grants ranged from $6,731 to $63,862, with a median of $20,000, and funding was concentrated in Vermont; it accepts applications for its Room For Me Grant through an online process.
Assets
$1.1M
Grants
40
Total Given
$830K
Claremont Savings Bank Foundation
Claremont, NH
The Claremont Savings Bank Foundation funds local nonprofits working in areas such as civic life, arts, social services, health, education, and affordable housing, including projects, programs, and capital needs. Grants generally range from $500 to $5,000 and focus on Connecticut River Valley and Upper Valley communities in New Hampshire and Vermont, especially Sullivan and Windsor counties. It accepts applications from 501(c)(3) organizations through an annual process; the profile does not state whether unsolicited requests are accepted.
Assets
$2.1M
Grants
66
Total Given
$125K
Agnes M Lindsay Trust
Chelmsford, MA
The Agnes M. Lindsay Trust funds nonprofit work in health and welfare, dental care, camp scholarships, education, food assistance, and homelessness in Maine, Massachusetts, New Hampshire, and Vermont. Grants are typically $1,000–$7,500, with a median of $3,000; it says it does not accept unsolicited requests, though first-time applicants may submit a letter of inquiry.
Assets
$42.1M
Grants
327
Total Given
$1.2M
National Council of YMCAs of the USA
Chicago, IL
Y-USA funds program support for YMCA organizations and affiliated members of the World Alliance of YMCAs, including work in youth development, healthy living, and social responsibility. In 2024, grants ranged from $5,000 to $799,726, with a median of $55,000, and went to recipients across the United States. The profile describes proposal review for eligible organizations but does not say whether unsolicited requests are accepted.
Assets
$260.5M
Grants
540
Total Given
$44.1M
More similar funders
More Funders in New York
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Richard F & Lena S Barker Tr Fund's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Richard F & Lena S Barker Tr Fund down — hundreds of funders to go?