Richard F & Lena S Barker Trust Fund
- Assets
- $789.7k
- Revenue
- $83.1k
- Investments
- $722.7k
- Employees
- 0
- Location
- Bridgeport, CT
- Founding
- 08/2019
- Data as of
- 12/2021
- EIN
- 03-6037557
Organization Overview
Richard F & Lena S Barker Trust Fund is located in Bridgeport, CT. The organization was established in 2019. According to its NTEE Classification (T30) the organization is classified as: Public Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Richard F & Lena S Barker Trust Fund is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Richard F & Lena S Barker Trust Fund generated $83.1k in total revenue. This organization has experienced exceptional growth, as over the past 3 years, it has increased revenue by an average of 10.6% each year . All expenses for the organization totaled $64.0k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $23,770 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $59,292 |
| Capital Gain Net Income | $59,292 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $83,062 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $12,647 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,258 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $86 |
| Total operating and administrative expenses | $15,499 |
| Contributions, gifts, grants paid | $48,495 |
| Total expenses and disbursements | $63,994 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $66,935 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $789,670 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Richard F & Lena S Barker Trust Fund has awarded $48,495 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
Westminster, VT PURPOSE: GENERAL OPERATION | $12,124 |
ROCKINGHAM FREE PUBLIC LIBRARY PURPOSE: GENERAL OPERATIONS | $12,124 |
GREATER ROCKINGHAM AREA SVCS PURPOSE: GENERAL SUPPORT | $12,124 |
Bellows Falls, VT PURPOSE: GENERAL OPERATION | $4,041 |
Bellows Falls, VT PURPOSE: GENERAL OPERATIONS | $4,041 |
IMMANUEL EPISCOPAL CHURCH PURPOSE: GENERAL OPERATIONS | $4,041 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The Good Nation Foundation Inc New York, NY | $2,105,948 | $9,558,970 |
New York Times Neediest Cases Fund New York, NY | $66,331,518 | $11,554,497 |
Enveritas Inc New York, NY | $2,653,436 | $10,002,673 |
Rodef Chesed Brooklyn, NY | $766,824 | $8,077,248 |
Tomchai Torah Beretz Yisrael Inc Monsey, NY | $767,829 | $7,981,285 |
American Friends Of The Royal Foundation Of The Duke And Duchess Newtown, MA | $2,911,496 | $8,616,320 |
Mccourt Foundation Inc Braintree, MA | $29,762,470 | $6,917,849 |
Virgin Unite Usa Inc New York, NY | $4,075,760 | $3,415,307 |
Mosdos Hatorah Vhachesed Of Pnei Menachem Inc Brooklyn, NY | $56,343 | $6,197,826 |
The Red Sox Foundation Inc Boston, MA | $19,048,615 | $7,450,414 |
Iranian American Jewish Federation Great Neck, NY | $8,464,426 | $7,729,135 |
Bend The Arc-A Jewish Partnership For Justice New York, NY | $14,031,753 | $6,022,262 |