Nonprofit · EIN 58-2372150
BARKETT FAMILY FOUNDATION INC
Tax-exempt · BOZEMAN, MT 59718
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $103,418 | $41,055 | $62,363 | $5,372,010 | $70,540 | $3,461,603 |
| November 30, 2024 | 990-PF | $53,153 | $24,555 | $28,598 | $3,532,143 | $70,540 | $3,461,603 |
| November 30, 2023 | 990-PF (amended) | $73,622 | $8,000 | $65,622 | $2,931,663 | $69,363 | $2,862,300 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $103,418
Expenses
- Grants and similar amounts paid
- $0
- Disbursements for charitable purposes
- $393,153
- Excise tax on investment income
- $16,412
Balance sheet and other
- Total assets, start of year
- $3,532,143
- Total assets, end of year
- $5,372,010
- Total liabilities, end of year
- $70,540
- Net assets, end of year
- $3,461,603
- Fair market value of assets
- $5,372,010
- Qualifying distributions
- $393,153
- Net investment income
- $1,180,737
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREA T BARKETT 111 PLEASANTVIEW DR, BOZEMAN, MT 59718 | Director | 0 | $0 |
990-PF for the year ended November 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREA T BARKETT 65 Cache Cay Drive, Vero Beach, FL 32963 | Director | 0 | $0 |
990-PF for the year ended November 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREA T BARKETT 65 Cache Cay Drive, Vero Beach, FL 32963 | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 111 PLEASANT VIEW DR, BOZEMAN, MT 59718-8244
- In care of
- % ANDREA T BARKETT
- Signed the 990-PF
- ANDREA T BARKETT, Director
- Phone
- (772) 321-4915
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 58-2372150
- 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
- 1998
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $5,372,010
- Income (IRS master file)
- $103,418
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $103,418 | $41,055 | $5,372,010 | XML |
| 990-PF | November 2024 | $53,153 | $24,555 | $3,532,143 | XML |
| 990-PF | November 2023 | $73,622 | $8,000 | $2,931,663 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 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 58-2372150).
Questions about BARKETT FAMILY FOUNDATION INC
- What is the EIN of BARKETT FAMILY FOUNDATION INC?
- The employer identification number (EIN) of BARKETT FAMILY FOUNDATION INC is 58-2372150.
- Is BARKETT FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to BARKETT FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BARKETT FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BARKETT FAMILY FOUNDATION INC due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BARKETT FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of BARKETT FAMILY FOUNDATION INC?
- The 990-PF for the year ended November 30, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does BARKETT FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $103,418, expenses of $41,055 and total assets of $5,372,010 at year end.
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