William a Barlocker Foundation

MESA, AZ EIN: 74-2395114

William a Barlocker Foundation is a private foundation, based in MESA, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $276K in total assets. In 2024, it awarded 20 grants totaling $14K. Net investment income was $11K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$276K

-1.1% YoY

Annual Giving

$14K

+1.5% YoY

Grant Count

-16.7% YoY

Avg Grant Size

$690.35

+21.8% YoY

Under IRS private-foundation payout rules, William a Barlocker Foundation reported a distributable amount of $13K for 2024 — the minimum it must pay out in qualifying distributions.

About William a Barlocker Foundation

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Utah $40K (51%)

Arizona $14K (19%)

Nevada $10K (13%)

Oregon $4K (5%)

Idaho $3K (4%)

California $3K (4%)

Florida $2K (3%)

Montana $2K (2%)

States

Arizona California Florida Idaho Montana Nevada Oregon Utah

Cities

EnterpriseFallonGainesvilleHerimanHurricaneKanabKunaLas VegasLimaMesaOremPaysonPortlandProvoPrunedaleSandySanta ClaraSt George

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$275,906	$279,053	$288,908
Revenue	$13,302	$7,025	$129,415
Expenses	$16,449	$16,880	$19,032
Qualifying Distributions	$13,807	$13,600	$17,656
Net Investment Income	$10,660	$6,042	$128,039
Distributable Amount	$13,273	$14,637	$15,317

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

106 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Shaylee Terry ($900), Sydnee R Muir ($900), Jonathan Bravo ($900).

Recipient	Purpose	Amount
SHAYLEE TERRY KANAB, UT	TUITION	$900
HEIDI BARLOCKER PROVO, UT	TUITION	$500
MARK J BARLOCKER PROVO, UT	TUITION	$400
KIERA M NIELSON HURRICANE, UT	TUITION	$500
JORDAN G SMITH MESA, AZ	TUITION	$795
SYDNEE R MUIR HERIMAN, UT	TUITION	$900
JONATHAN BRAVO MESA, AZ	TUITION	$900
EMILIE L CHRISTENSEN SANTA CLARA, UT	TUITION	$400
DESTINY R ROMERO PROVO, UT	TUITION	$900
EMMA ANDERSON MESA, AZ	TUITION	$900

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
NATHAN SMITH	Chairman	—	—

Frequently Asked Questions

How large is William a Barlocker Foundation?

As of 2024, William a Barlocker Foundation holds $276K in total assets with $13K in annual revenue. It awarded 20 grants totaling $14K in 2024.

Where does William a Barlocker Foundation operate?

William a Barlocker Foundation has awarded grants in Arizona, California, Florida, Idaho, Montana, Nevada, Oregon, Utah.

What size grants does William a Barlocker Foundation award?

In 2024, William a Barlocker Foundation awarded 20 grants totaling $14K — an average of about $690.35 per grant, based on its IRS Form 990 filings.

How much is William a Barlocker Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, William a Barlocker Foundation reported a distributable amount of $13K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is William a Barlocker Foundation's EIN?

William a Barlocker Foundation's EIN (Employer Identification Number) is 74-2395114. IRS Form 990 filing data is available on this page for 2020–2024.