Robert W & Barbara J
Robert W & Barbara J is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SALT LAKE CITY, UT. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $4.7M in total assets. In 2025, it awarded 1 grants totaling $336K. Net investment income was $141K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$4.7M
-2.5% YoY
Annual Giving
$336K
+5.4% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$336K
+5.4% YoY
Under IRS private-foundation payout rules, Robert W & Barbara J reported a distributable amount of $408K for 2025 — the minimum it must pay out in qualifying distributions.
About Robert W & Barbara J
Based on IRS filings
Robert W & Barbara J is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SALT LAKE CITY, UT. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $4.7M in total assets. In 2025, it awarded 1 grants totaling $336K. Net investment income was $141K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $4,712,409 | $4,831,065 | $4,300,959 |
| Revenue | $302,625 | $934,119 | $532,366 |
| Expenses | $405,629 | $382,179 | $391,365 |
| Qualifying Distributions | $336,150 | $318,800 | $342,231 |
| Net Investment Income | $140,584 | $801,529 | $83,232 |
| Distributable Amount | $408,103 | $354,188 | $318,938 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include See Statement Attached ($336,150).
| Recipient | Purpose | Amount |
|---|---|---|
| SEE STATEMENT ATTACHED SEE ATTACHED, UT | SEE ATTACHED | $336,150 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DANIEL D GARNER | TRUSTEE | 1.2 | $15,000 |
| MARY D DRAPER | TRUSTEE | 1.2 | $10,800 |
| KAREN L HALLADAY | DIRECTOR | 1.2 | $10,800 |
| CHELSEY GARNER | TRUSTEE | 1.2 | $7,800 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Robert W & Barbara J?
Robert W & Barbara J is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SALT LAKE CITY, UT. It holds $4.7M in total assets as of 2025.
How large is Robert W & Barbara J?
As of 2025, Robert W & Barbara J holds $4.7M in total assets with $303K in annual revenue. It awarded 1 grants totaling $336K in 2025.
Where does Robert W & Barbara J operate?
Robert W & Barbara J has awarded grants in Utah.
What size grants does Robert W & Barbara J award?
In 2025, Robert W & Barbara J awarded 1 grants totaling $336K — an average of about $336K per grant, based on its IRS Form 990 filings.
How much is Robert W & Barbara J required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Robert W & Barbara J reported a distributable amount of $408K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Robert W & Barbara J's EIN?
Robert W & Barbara J's EIN (Employer Identification Number) is 87-6232895. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.