Bartner Family Foundation Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Bartner Family Foundation Trust. Data shown is extracted from Form 990-PF filings.
EIN: 13-7235081
Foundation Overview
Based in Jupiter, FL, Bartner Family Foundation Trust has awarded 37 grants totaling $2,823,372 to organizations in Florida, New York and 1 other state across the US. Individual grants range from $2,500 to $224,300, with a median award of $65,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
2 of 4 recipients (50%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.
Geographic Focus
65% of grants are awarded in Florida, with additional funding distributed across 2 other locations. The foundation balances regional focus with broader geographic diversity. Within Florida, funding concentrates in Sarasota (96%), Venice (4%).
Funding Trajectory
Declining funding trend with 79% decrease over 7 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.
Program Areas
Diversified giving across multiple program areas with primary emphasis on community projects (58%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Bartner Family Foundation Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| The Metropolitan Opera | $5,000 | New York, NY, US | Enhance The Performing Arts | 2024 |
| Sarasota Memorial Healthcare Fdn | $50,000 | Sarasota, FL, US | Canser Research | 2024 |
| Goodspeed Musicals | $2,500 | East Haddam, CT, US | Advancement Of Musical Theatre | 2024 |
| Ringling College Of Art & Design | $2,500 | Sarasota, FL, US | Enhance Performing Arts | 2024 |
| The Metropolitan Opera | $99,286 | New York, NY, US | Enhance The Performing Arts | 2023 |
| The Metropolitan Opera | $99,286 | New York, NY, US | Enhance The Performing Arts | 2023 |
| The Metropolitan Opera | $125,000 | New York, NY, US | Enhance The Performing Arts | 2022 |
| Sarasota Memorial Healthcare Fdn | $120,000 | Sarasota, FL, US | Cancer Research | 2022 |
| Asolo Repertory Theatre | $50,000 | Sarasota, FL, US | Enhance Performing Arts | 2022 |
| Sarasota Orchestra | $15,000 | Sarasota, FL, US | Enhance The Performing Arts | 2022 |
| The Metropolitan Opera | $125,000 | New York, NY, US | Enhance The Performing Arts | 2022 |
| Sarasota Memorial Healthcare Fdn | $120,000 | Sarasota, FL, US | Cancer Research | 2022 |
| Asolo Repertory Theatre | $50,000 | Sarasota, FL, US | Enhance Performing Arts | 2022 |
| Sarasota Orchestra | $15,000 | Sarasota, FL, US | Enhance The Performing Arts | 2022 |
| The Metropolitan Opera | $125,000 | New York, NY, US | Enhance The Performing Arts | 2022 |
| Sarasota Memorial Healthcare Fdn | $120,000 | Sarasota, FL, US | Cancer Research | 2022 |
| Asolo Repertory Theatre | $50,000 | Sarasota, FL, US | Enhance Performing Arts | 2022 |
| Sarasota Orchestra | $15,000 | Sarasota, FL, US | Enhance The Performing Arts | 2022 |
| Ringling College Of Arts Design | $50,000 | Sarasota, FL, US | Enhance Performing Arts | 2021 |
| The Metropolitan Opera | $125,000 | New York, NY, US | Enhance The Performing Arts | 2021 |
| Sarasota Memorial Healthcare Fdn | $100,000 | Sarasota, FL, US | Cancer Research | 2021 |
| Ringling College Of Arts Design | $50,000 | Sarasota, FL, US | Enhance Performing Arts | 2021 |
| The Metropolitan Opera | $125,000 | New York, NY, US | Enhance The Performing Arts | 2021 |
| Sarasota Memorial Healthcare Fdn | $100,000 | Sarasota, FL, US | Cancer Research | 2021 |
| Asolo Repertory Theatre | $66,200 | Sarasota, FL, US | Enhance Performing Arts | 2020 |
| The Metropolitan Opera | $125,000 | New York, NY, US | Enhance The Performing Arts | 2020 |
| Sarasota Memorial Healthcare Fdn | $100,000 | Sarasota, FL, US | Cancer Research | 2020 |
| Asolo Repertory Theatre | $40,000 | Sarasota, FL, US | Enhance Performing Arts | 2019 |
| The Metropolitan Opera | $25,000 | New York, NY, US | Enhance The Performing Arts | 2019 |
| Ringling College Of Art Design | $50,000 | Sarasota, FL, US | General Development | 2019 |
| Sarasota Memorial Healthcare Fdn | $50,000 | Sarasota, FL, US | Enhance Cancer Research | 2019 |
| Asolo Repertory Theatre | $65,000 | Sarasota, FL, US | Enhance Performing Arts | 2018 |
| The Metropolitan Opera | $224,300 | New York, NY, US | Enhance The Performing Arts | 2018 |
| Ringling College Of Art Design | $50,000 | Sarasota, FL, US | General Development | 2018 |
| Asolo Repertory Theatre | $65,000 | Sarasota, FL, US | Enhance Performing Arts | 2017 |
| The Metropolitan Opera | $199,300 | New York, NY, US | Enhace The Performing Arts | 2017 |
| Gulf Coast Community Fdn | $25,000 | Venice, FL, US | Development Of Community Projects | 2017 |
Foundations Similar to Bartner Family Foundation Trust
Discover 5 foundations with comparable assets ($5,057-$7,376), similar grant patterns, and geographic focus in FL that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Shree Chakradhar Charitable
EIN: 59-3556069 | 37 grants awarded |
$6,030
(≈ Similar) |
$70,000
median grant |
Valrico, FL
Same state |
|
|
The Citadel Foundation
EIN: 36-4482467 | 88 grants awarded |
$6,006
(≈ Similar) |
$66,737.5
median grant |
Miami, FL
Same state |
|
|
Vibra En Alta Foundation Inc
EIN: 92-3717888 | 2 grants awarded |
$7,200
(≈ Similar) |
$96,500
median grant |
Weston, FL
Same state |
|
|
Ira S Barton Chessed
EIN: 27-1483807 | 60 grants awarded |
$7,376
(≈ Similar) |
$100,000
median grant |
Miami Beach, FL
Same state |
|
|
Cullen M Hughes Memorial Fund
EIN: 36-3453184 | 9 grants awarded |
$5,057
(↓ Smaller) |
$56,900
median grant |
Indian River Shores In, FL
Same state |
|
Related Foundation Resources in FL:
Contact Information
Official contact details for Bartner Family Foundation Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 13-7235081 |
| Website | N/A |
| Address | 601 HERITAGE DRIVE SUITE 484 Jupiter, FL 33458-2777 |
Key People (5)
Board members, trustees, and key staff who oversee Bartner Family Foundation Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Robert G Bartner |
|---|---|
| Trustee | Beverly D Bartner |
| Trustee | Nicole Bartner |
| Trustee | Jennifer Indeck |
| Trustee | Arabella Bartner |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Bartner Family Foundation Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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