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California · Nonprofit

The Rona Barrett Foundation

The Rona Barrett Foundation (California) receives grants from 30 organizations whose IRS filings report $1,229,056 to it, the largest being ANN JACKSON FAMILY FOUNDATION ($625,000). 14 of them have funded it in more than one year.

Revenue FY2025
$233k
Funders on record
30
Grants received
$1.2M
Net assets
$1.8M
14/30 repeat funderspeak grant-dependency 76%
01What it does

What The Rona Barrett Foundation does

Mission

The Rona Barrett Foundation seeks to provide a solution to affordable housing for seniors in need with a project called "the golden inn & village". Through a community partnership, the foundation has acquired land for the village and is creating programs that will enable seniors to re-define this phase of their lives and re-invent themselves so that they may remain contributing members of society. Outreach will be made to the primary caregivers, whether they be family or friends, to provide basic training in caregiver skills and respite from this difficult but important duty. Public awareness of the state of seniors in need will be raised by radio, television, and appearances at special events.

As stated on its FY2025 Form 990.

Programs

  1. In addition to maintaining the current golden inn & village building, the affordable housing complex for low-income seniors, The Rona Barrett Foundation continuted pre-development work on phase 2, which is to be called harrys house. Collabroating with a potential partner, episcopal communities and services (ecs), market studies and proposed architectural plans were considered and reviewed. In addition, The Rona Barrett Foundation continued to maintain the acreage, which is adjacent to the existing golden inn & village building, thus increasing it appraised value.

    $230,225 spent
    73% of program spending
  2. The meal/nutrition program for the residents at the golden inn & village, the affordable housing complex for low-income seniors envisioned by The Rona Barrett Foundation, was expanded. In addition to lunches being prepared and served three days a week, residents have light self-serve breakfast offerings, weekend brunches and special holiday and event meals. This program is provided at no cost to theseniors.

    $86,566 spent
    27% of program spending
  3. To better serve the senior residents of the golden inn & village, The Rona Barrett Foundation expanded its medical and health screenings and services to include chiropractic care, blood pressure clinics, audiology, podiatry care, physical therapy and vision care. These programs are provided at no cost to the residents.

The 3 programs described on its FY2025 Form 990, listed largest first by expense. Program spending in total: $316,791.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($220k) Expenses 100 ($510k) Net assets 100 ($3.5M)2018 Revenue 122 ($267k) Expenses 100 ($511k) Net assets 93 ($3.3M)2019 Revenue 115 ($252k) Expenses 104 ($532k) Net assets 85 ($3.0M)2020 Revenue 217 ($476k) Expenses 107 ($547k) Net assets 83 ($2.9M)2021 Revenue 191 ($418k) Expenses 110 ($559k) Net assets 79 ($2.8M)2022 Revenue 216 ($475k) Expenses 127 ($648k) Net assets 74 ($2.6M)2023 Revenue 195 ($428k) Expenses 136 ($695k) Net assets 67 ($2.4M)2024 Revenue 133 ($292k) Expenses 105 ($536k) Net assets 60 ($2.1M)2025 Revenue 106 ($233k) Expenses 106 ($542k) Net assets 52 ($1.8M)
'17'18'19'20'21'22'23'24'25
Revenue (106)Expenses (106)Net assets (52)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2024 to 2025, from $2.1M to $1.8M (−14%).

$3.5M
$3.3M
$3.0M
$2.9M
$2.8M
$2.6M
$2.4M
$2.1M
$1.8M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2021 24% · 2022 22% · 2023 25% · 2024 37% · 2025 44%. Grants only. Government contracts and fees sit inside program revenue.

91% of The Rona Barrett Foundation’s revenue is contributions — more donation-reliant than the typical peer (87% for the typical peer).

This organization
Typical peer · 7,828 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 9 of the last 9 reported years ran a deficit.

−$291k
’17
−$245k
’18
−$281k
’19
−$71k
’20
−$141k
’21
−$173k
’22
−$267k
’23
−$244k
’24
−$309k
’25
12
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

'17'18'19'20'21'22'23'24'25
Listed89899101066
Joined·+3+0+1+0+1+0+0+2
No longer listed·21000042
03Who funds it

Who funds it, year by year

2017 → 2023: the base narrowed from 8 funders to 7 funders, grant income fell $167k → $156k.

5 of 30 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 8% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of The Rona Barrett Foundation’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

The Rona Barrett Foundation leans on a few funders — its largest provides 51% of grant income and the top three 63%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

51%
largest funder
63%
top three
~4
effective funders

Largest funder’s share by year: 2017 45% · 2018 50% · 2019 74% · 2020 36% · 2021 77% · 2022 67% · 2023 64% — growing more concentrated.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

24% of The Rona Barrett Foundation's funders are still giving 3 years after their first grant; 47% give in more than one year at all.

first grant+1y+2y+3y+4y+5y+6y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

84% of The Rona Barrett Foundation's grant income comes from California funders.

IL
WI
PA
CA
VA
DE
TX

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
California out of state home

Funder states come from each funder’s own filing. $101k arriving through sponsors registered in 5 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

The Rona Barrett Foundation is better cushioned than half of the 4,237 philanthropy nonprofits its size.

Operating margin−132% · bottom quartile
Months of reserve12.3mo · above the median
Revenue growth (annualized)1% · below the median

this organization peer median middle 50% of peers· 4,237 philanthropy nonprofits $100k–$1M, FY2025

Organizations like The Rona Barrett Foundation

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In California

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

58% of spending goes to programs.

Program 58%Management 33%Fundraising 8%

Governance

6
board members
167%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990–Audited financials

Public support

100%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Screen this organization

A dated, signed PDF of the compliance screen for The Rona Barrett Foundation: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds The Rona Barrett Foundation?
The Rona Barrett Foundation (California) receives grants from 30 organizations whose IRS filings report $1,229,056 to it, the largest being ANN JACKSON FAMILY FOUNDATION ($625,000). 14 of them have funded it in more than one year.
How many funders does The Rona Barrett Foundation have?
IRS filings report 30 organizations giving $1,229,056 in grants to The Rona Barrett Foundation, 14 of which have funded it in more than one year.
Who is the largest funder of The Rona Barrett Foundation?
ANN JACKSON FAMILY FOUNDATION is the largest funder on record, with $625,000 in grants. The full list of funders is on this page.
How can an organization like The Rona Barrett Foundation find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Rona Barrett →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 30 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing