Private non-operating foundationEIN 467200163Est. 2014-09
BARRETT FAMILY FOUNDATION TRUST
CLEARWATER, FL 337642768
Total Assets
$6.4M
FY 2024
Annual Giving
$345K
FY 2024
Grants Made
10
FY 2024
Avg Grant
$35K
FY 2024
Grant Range
$5K–$95K
Typical
Deadlines
—
Applications
Programs & Activities
Program 1
The barrett family foundation trust, founded by dr. John p. Barrett, jr, md, and his wife erika barrett in 2010, was established to support charitable purposes, mainly within the tampa bay area. Creative and impactful giving in the areas of education, veteran's advocacy, mental health, and homelessness, as well as swiss american relations, among other programs, will be considered. It is the express wish of dr. And mrs. Barrett that successive generations of barrett family members are involved in the barrett family foundation trust in various capacities; to develop the philanthropic spirit, they so embodied in their family and in their community.
Focus Areas
Financial Snapshot
2024 filing
Total Revenue
$2.3M
Total Expenses
$499K
Qualifying Distributions
$345K
Distributable Amount
$281K
Min. Investment Return
$312K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
10 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
61 grants
Grant Size Distribution
61 grants
Geographic Focus
6 states
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