The John & Ann Barney Family Foundation
The John & Ann Barney Family Foundation is a private foundation based in Valparaiso, Indiana. In 2025, it reported giving $198,128 through 16 grants to charitable organizations, with recipients including organizations in Indiana and several other states.
Key facts about The John & Ann Barney Family Foundation
In short: The John & Ann Barney Family Foundation gave $198K across 16 grants in 2025 (avg $12K), mostly in Indiana. 13% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 20-8907213
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $198,128
- Grants made (2025)
- 16
- Average grant
- $12,383
- Median grant
- $4,950
- New grantees (estimate)
- 13% first-time grantees (2 of 16, 2025; small sample)
- Total assets
- $4,180,867
- Primary geography
- Indiana (86% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$4.2M
+11.6% YoY
Annual Giving
$198K
+17.6% YoY
Grant Count
16
+6.7% YoY
Avg Grant Size
$12K
+10.2% YoY
Under IRS private-foundation payout rules, The John & Ann Barney Family Foundation reported a distributable amount of $243K for 2025 — the minimum it must pay out in qualifying distributions.
Is The John & Ann Barney Family Foundation open to new grantees?
13%
first-time grantees, 2025
In 2025, 2 of 16 grantees (13%) were first-time recipients. With only 16 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $10K; repeat grants $13K. How we count
Medians: $10K first-time, $4K repeat.
- 75% of 2025 grantees were also funded in 2024. Method
- Giving grew 29% from 2022 to 2025. Method
- In 2025 it paid out 85% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grantees describe work in areas including services for people of all abilities, community programs, health care, support for children and families, adoption, and humanitarian service. For example, Opportunity Enterprises says it provides vocational training, day services, transportation, and residential services to people of all abilities in Porter County, Indiana. Crossroads YMCA describes its work as building strong kids, families, and communities through programs promoting healthy lifestyles, values, leadership development, and community interaction.
Other grantees’ stated missions include supporting Franciscan Alliance’s health care programs and services, enriching life in Crown Point and South Lake County through the Crown Point Community Foundation, and caring for orphans and vulnerable children through Lifesong for Orphans. The Dave Thomas Foundation for Adoption says it works to find permanent homes for children waiting in foster care systems. Community Help Network says it assists local students and families with basic needs; Heartfire Missions says it trains young adults in basic medical skills and provides opportunities for humanitarian service abroad.
Grantmaking
In 2025, the foundation reported 16 grants totaling $198,128. Grant amounts ranged from $1,000 to $55,400, with a median grant of $4,950.
The largest reported awards included $55,400 to Opportunity Enterprises, $50,000 to Crossroads YMCA, and $27,329 to Franciscan Health Foundation. Other notable grants were $15,000 to the City of Crown Point, $11,500 to Crown Point Community Foundation, $10,000 to Lifesong for Orphans, and $7,000 to Florida FairTax Educational Association.
How to Apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Ready to take the next step with The John & Ann Barney Family Foundation?
Geographic Focus
Where this funder awards grants
The foundation is based in Valparaiso, Indiana. In 2025, 86% of its grant dollars went to recipients in Indiana; other recipient-state shares were Illinois 5%, Florida 5%, Ohio 3%, and Arizona 1%.
Grant Distribution by State
Share of 2025 grant dollars across all 16 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $92K (2020) to $198K (2025). In 2025 it made 16 grants totaling $198K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Opportunity Enterprises ($55K). Together the top 10 received $189K.
Grant Size Distribution
78 grants across all recorded years
The most common grant size was under $50K: 72 grants of 78 (92%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Opportunity Enterprises Valparaiso, IN | To Contribute to the Donee's Charitable Purpose | $55,400 |
| Crossroads YMCA Crown Point, IN | To Contribute to the Donee's Charitable Purpose | $50,000 |
| Franciscan Health Foundation Inc Mishawaka, IN | To Contribute to the Donee's Charitable Purpose | $27,329 |
| City of Crown Point Crown Point, IN | To Contribute to the Donee's Charitable Purpose | $15,000 |
| Crown Point Community Foundation Crown Point, IN | To Contribute to the Donee's Charitable Purpose | $11,500 |
| Lifesong for Orphans Gridley, IL | To Contribute to the Donee's Charitable Purpose | $10,000 |
| Florida Fairtax Educational Association Inc Ocala, FL | To Contribute to the Donee's Charitable Purpose | $7,000 |
| Dave Thomas Foundation for Adoption Columbus, OH | To Contribute to the Donee's Charitable Purpose | $5,000 |
| Community Help Network Crown Point, IN | To Contribute to the Donee's Charitable Purpose | $4,899 |
| First United Methodist Church Crown Point, IN | To Contribute to the Donee's Charitable Purpose | $2,500 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2025 | $4,180,867 | $526,755 | $236,585 | $198,128 | 16 |
| 2024 | $3,745,401 | $451,585 | $203,019 | $168,500 | 15 |
| 2023 | $3,320,945 | $186,137 | $192,596 | $162,500 | 17 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $4,180,867 | $3,745,401 | $3,320,945 |
| Revenue | $526,755 | $451,585 | $186,137 |
| Expenses | $236,585 | $203,019 | $192,596 |
| Qualifying Distributions | $207,096 | $177,366 | $171,201 |
| Net Investment Income | $497,266 | $425,932 | $164,742 |
| Distributable Amount | $243,077 | $206,198 | $177,180 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists John R. Barney as president, Ann B. Barney as vice president, Kathleen B. Smith as secretary/treasurer, and Julie Bieszczat as director.
The John & Ann Barney Family Foundation is led by John R. Barney, President on every filing since 2020; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
John R. Barney
President
On filings since 2020
1 hr/week
No compensation reported
Julie Bieszczat
Director
On filings since 2020
1 hr/week
No compensation reported
Ann B. Barney
Vice President
On filings since 2020
1 hr/week
No compensation reported
Kathleen B. Smith
Secretary & Treasurer
On filings since 2020
2 hrs/week
No compensation reported
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.
Contact
Mailing address: PO Box 447, Valparaiso, IN 46384
Phone: (219) 663-7770
Frequently asked questions about The John & Ann Barney Family Foundation
How much does The John & Ann Barney Family Foundation give each year?
The John & Ann Barney Family Foundation gave $198K across 16 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $169K across 15 grants.
What is The John & Ann Barney Family Foundation's typical grant size?
The John & Ann Barney Family Foundation's median grant in 2025 was $4,950, and its average grant was $12,383, across 16 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The John & Ann Barney Family Foundation that year got $10K on average.
Where does The John & Ann Barney Family Foundation give grants?
The John & Ann Barney Family Foundation gives mostly in Indiana: 86% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Illinois (5%). The most frequent recipient cities were Crown Point, IN (5 grants).
Who are The John & Ann Barney Family Foundation's largest grantees?
The John & Ann Barney Family Foundation's largest 2025 grantees include Opportunity Enterprises ($55,400), Crossroads YMCA ($50,000) and Franciscan Health Foundation Inc ($27,329), according to its 2025 IRS Form 990-PF. Together they received 67% of its itemized 2025 grant dollars.
How large is The John & Ann Barney Family Foundation?
The John & Ann Barney Family Foundation reported $4.2M in total assets on its 2025 IRS Form 990-PF. It paid out $207K in qualifying distributions that year, against a required minimum of $243K (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 does The John & Ann Barney Family Foundation fund?
No mission statement for the foundation is provided. Its 2025 grantees describe work in areas including services for people of all abilities, community programs, health care, support for children and families, adoption, and humanitarian service. See mission & focus areas ↑
How do I apply for a grant from The John & Ann Barney Family Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The John & Ann Barney Family Foundation's EIN?
The John & Ann Barney Family Foundation's EIN (Employer Identification Number) is 20-8907213. IRS Form 990 filing data is available on this page for 2020–2025.
Does The John & Ann Barney Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching The John & Ann Barney Family Foundation by hand.
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