Alice R Barbaris Charitable Tr
- Assets
- $1.4m
- Revenue
- $42.0k
- Investments
- $1.4m
- Employees
- 0
- Location
- Tulsa, OK
- Founding
- 07/1995
- Data as of
- 12/2022
- EIN
- 86-6236362
Organization Overview
Alice R Barbaris Charitable Tr is located in Tulsa, OK. The organization was established in 1995. 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. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Alice R Barbaris Charitable Tr 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 12/2022, Alice R Barbaris Charitable Tr generated $42.0k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (30.4%) each year. All expenses for the organization totaled $123.2k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Alice R Barbaris Charitable Tr has awarded 20 individual grants totaling $348,914. 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
2022
Describe the Organization's Mission:
Part 3 - Line 1
DONATE ANNUAL INCOME TO CHARITY
Describe the Organization's Program Activity:
Part 3 - Line 4a
DONATION OF THE ANNUAL INCOME OF THE TRUST TO FOUR TAX EXEMPT ORGANIZATIONS TO HELP THE POOR AND NEEDY.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $30,259 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $11,749 |
| Capital Gain Net Income | $11,749 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $42,008 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $7,771 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $5,165 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $19,599 |
| Total operating and administrative expenses | $34,035 |
| Contributions, gifts, grants paid | $89,204 |
| Total expenses and disbursements | $123,239 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $39 |
| Savings and temporary cash investments | $47,719 |
| 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 | $33,508 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,427,450 |
| 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, Alice R Barbaris Charitable Tr has awarded $89,204 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
LITTLE SISTERS OF THE POOR PURPOSE: GENERAL SUPPORT | $26,761 |
ST CATHERINE OF SIENA CATHOLIC PURPOSE: GENERAL SUPPORT | $17,841 |
DOMINICAN HOME HEALTH AGENCY INC PURPOSE: GENERAL SUPPORT | $26,761 |
ST LOUIS CATHOLIC CHURCH PURPOSE: GENERAL SUPPORT | $17,841 |