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Nonprofit · EIN 47-5670994

KARI AND FRED BARTON FOUNDATION

Tax-exempt · N PALM BEACH, FL 33408

Financials

$203K$299K2023$494K$398K2024
Revenue Expenses · by fiscal year end
Financials of KARI AND FRED BARTON FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$494,007$398,019$95,988$5,174,136$0$5,174,136
December 31, 2023990-PF$203,183$298,604-$95,421$5,076,870$0$5,076,870
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$155,530
Net gain from sales of assets
$326,130
Other income
$12,347

Expenses

Grants and similar amounts paid
$247,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$247,506
Excise tax on investment income
$4,595

Balance sheet and other

Total assets, start of year
$5,076,870
Total assets, end of year
$5,174,136
Total liabilities, end of year
$0
Net assets, end of year
$5,174,136
Fair market value of assets
$5,648,767
Qualifying distributions
$247,506
Net investment income
$473,985

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
JAMES FRED BARTON III
125 DORY ROAD NORTH, NORTH PALM BEACH, FL 33408
TRUSTEE4$0
KAREN BARTON
125 DORY ROAD NORTH, NORTH PALM BEACH, FL 33408
TRUSTEE4$0
KELLI BARTON
125 DORY ROAD NORTH, NORTH PALM BEACH, FL 33408
ADVISORY COMMITTEE1$0
ANN MARIE BARTON
125 DORY ROAD NORTH, NORTH PALM BEACH, FL 33408
ADVISORY COMMITTEE1$0
EMILY BARTON
125 DORY ROAD NORTH, NORTH PALM BEACH, FL 33408
ADVISORY COMMITTEE1$0
VANCE CROWE
125 DORY ROAD NORTH, NORTH PALM BEACH, FL 33408
ADVISORY COMMITTEE1$0
MICHAEL JEWELL
125 DORY ROAD NORTH, NORTH PALM BEACH, FL 33408
ADVISORY COMMITTEE1$0
JIM MAHER
125 DORY ROAD NORTH, NORTH PALM BEACH, FL 33408
ADVISORY COMMITTEE1$0
990-PF for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
JAMES FRED BARTON III
125 DORY ROAD NORTH, NORTH PALM BEACH, FL 33408
TRUSTEE4$0
KAREN BARTON
125 DORY ROAD NORTH, NORTH PALM BEACH, FL 33408
TRUSTEE4$0
KELLI BARTON
125 DORY ROAD NORTH, NORTH PALM BEACH, FL 33408
ADVISORY COMMITTEE1$0
ANN MARIE BARTON
125 DORY ROAD NORTH, NORTH PALM BEACH, FL 33408
ADVISORY COMMITTEE1$0
EMILY BARTON
125 DORY ROAD NORTH, NORTH PALM BEACH, FL 33408
ADVISORY COMMITTEE1$0
VANCE CROWE
125 DORY ROAD NORTH, NORTH PALM BEACH, FL 33408
ADVISORY COMMITTEE1$0
MICHAEL JEWELL
125 DORY ROAD NORTH, NORTH PALM BEACH, FL 33408
ADVISORY COMMITTEE1$0
JIM MAHER
125 DORY ROAD NORTH, NORTH PALM BEACH, FL 33408
ADVISORY COMMITTEE1$0

Address and contacts

Address (IRS master file)
125 DORY RD N, N PALM BEACH, FL 33408-4403
Signed the 990-PF
KAREN BARTON, FOUNDATION DIRECTOR
Phone
(602) 430-3431
Return prepared by
SCHEFFEL BOYLE

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
47-5670994
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2016
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$5,174,136
Income (IRS master file)
$2,010,027

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$494,007$398,019$5,174,136IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$203,183$298,604$5,076,870XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-5670994).

Questions about KARI AND FRED BARTON FOUNDATION

What is the EIN of KARI AND FRED BARTON FOUNDATION?
The employer identification number (EIN) of KARI AND FRED BARTON FOUNDATION is 47-5670994.
Is KARI AND FRED BARTON FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to KARI AND FRED BARTON FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does KARI AND FRED BARTON FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of KARI AND FRED BARTON FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KARI AND FRED BARTON FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of KARI AND FRED BARTON FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
How much revenue does KARI AND FRED BARTON FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $494,007, expenses of $398,019 and total assets of $5,174,136 at year end.

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