Barbara E Joy Tr
- Assets
- $1.3m
- Revenue
- $71.2k
- Investments
- $1.3m
- Employees
- 0
- Location
- Mercer Island, WA
- Founding
- 00/0000
- Data as of
- 12/2021
- EIN
- 30-6083952
Organization Overview
Barbara E Joy Tr is located in Mercer Island, WA. The organization was established in 0000. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations.
For the year ending 12/2021, Barbara E Joy Tr generated $71.2k in total revenue. The organization has seen a slow decline revenue. Over the past 6 years, revenues have fallen by an average of (1.3%) each year. All expenses for the organization totaled $80.9k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Barbara E Joy Tr has awarded 11 individual grants totaling $254,231. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE BARBARA JOY TRUST PROVIDES SUPPORT TO OTHER ORGANIZATIONS ALLOWING THEM TO CARRY OUT THEIR CHARITABLE ACTIVITIES. ORGANIZATIONS SERVED = 2
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Christine J Soverel Trustee/treasurer | 10 | $7,000 | |
Peter W Soverel Trustee | 10 | $7,000 | |
Andrew Gostel Trustee | 1 | $2,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $32,343 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $38,903 |
| Capital Gain Net Income | $38,903 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $71,246 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $16,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $631 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $4,279 |
| Total operating and administrative expenses | $28,694 |
| Contributions, gifts, grants paid | $52,197 |
| Total expenses and disbursements | $80,891 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $10,796 |
| Savings and temporary cash investments | $1,631 |
| 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 | $1,099,895 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,306,390 |
| 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, Barbara E Joy Tr has awarded $52,197 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
Bar Harbor, ME PURPOSE: PUBLIC CHARITY UNRESTRICTED GIFT | $26,099 |
Bar Harbor, ME PURPOSE: CHARITY - RESTRICTED GIFT TO BENEFIT THE MARION J MORSE SCHOLARSHIP FUND | $26,098 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Wattis Dumke Foundation Inc Ketchum, ID | $124,566 | $75,918 |
Tongass Timber Trust Mukilteo, WA | $5,700,029 | $5,800,281 |
The Dalai Lama Foundation Shoreline, WA | $6,300,895 | $851,528 |
Carrico Family Foundation Medford, OR | $33,120,720 | $4,067,868 |
One Call For All Bainbridge Island, WA | $2,280,086 | $2,720,804 |
Laidir Foundation Seattle, WA | $43,862,995 | $7,463,532 |
The Berwick Degel Family Foundation Seattle, WA | $7,563,453 | $2,078,571 |
Martin Fabert Foundation Seattle, WA | $16,791,263 | $328,208 |
Austin Family Foundation Newberg, OR | $30,047,559 | $1,660,315 |
Bellarmine Benefactors Trust Spokane, WA | $24,555,171 | $2,993,701 |
Carrie Lewith Charitable Trust Bainbridge Island, WA | $11,195,908 | $406,477 |
Altom Carlson Foundation Seattle, WA | $6,611,287 | $2,194,676 |