Bartner Fam Foundation Tr 032700
- Assets
- $15.9k
- Revenue
- $101.6k
- Investments
- $14.4k
- Employees
- 0
- Location
- Jupiter, FL
- Founding
- 11/2000
- Data as of
- 12/2023
- EIN
- 13-7235081
Organization Overview
Bartner Fam Foundation Tr 032700 is located in Jupiter, FL. The organization was established in 2000. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bartner Fam Foundation Tr 032700 is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Bartner Fam Foundation Tr 032700 generated $101.6k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 16.5% each year . All expenses for the organization totaled $101.2k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Bartner Fam Foundation Tr 032700 has awarded 30 individual grants totaling $2,247,456. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Robert G Bartner Trustee | 0 | $0 | |
Beverly D Bartner Trustee | 0 | $0 | |
Nicole Bartner Trustee | 0 | $0 | |
Jennifer Indeck Trustee | 0 | $0 | |
Arabella Bartner Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $101,000 |
| Interest on Savings | $2 |
| Dividends & Interest | $281 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $270 |
| Capital Gain Net Income | $242 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $101,553 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $108 |
| Total operating and administrative expenses | $1,928 |
| Contributions, gifts, grants paid | $99,286 |
| Total expenses and disbursements | $101,214 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $231 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $499 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $714 |
| Total assets | $15,892 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Bartner Fam Foundation Tr 032700 has awarded $310,000 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
THE METROPOLITAN OPERA PURPOSE: ENHANCE THE PERFORMING ARTS | $125,000 |
ASOLO REPERTORY THEATRE PURPOSE: ENHANCE PERFORMING ARTS | $50,000 |
SARASOTA MEMORIAL HEALTHCARE FDN PURPOSE: CANCER RESEARCH | $120,000 |
SARASOTA ORCHESTRA PURPOSE: ENHANCE THE PERFORMING ARTS | $15,000 |