Alice Barberis Charitable Trust 1700-0001003

Private foundation · Grantmaker Tulsa, OK EIN: 86-6236362

Alice Barberis Charitable Trust 1700-0001003 is a private foundation, based in Tulsa, OK. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 4 grants totaling $78K. Net investment income was $73K.

Key facts about Alice Barberis Charitable Trust 1700-0001003

In short: Alice Barberis Charitable Trust 1700-0001003 gave $78K across 4 grants in 2025 (avg $20K), mostly in Colorado. Source: 2025 IRS Form 990-PF.

EIN
86-6236362
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$78,110
Grants made (2025)
4
Average grant
$19,528
Median grant
$19,528
Total assets
$1,395,604
Primary geography
Colorado (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.4M

-1.1% YoY

Annual Giving

$78K

+7.0% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$20K

+7.0% YoY

Under IRS private-foundation payout rules, Alice Barberis Charitable Trust 1700-0001003 reported a distributable amount of $77K for 2025 — the minimum it must pay out in qualifying distributions.

How Alice Barberis Charitable Trust 1700-0001003 gives

  • Giving held roughly steady from 2022 to 2025 (−12%). Method
  • In 2025 it paid out 106% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 4 itemized grants.

States

Cities

DenverLouisvilleArvada

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K4 grants2020 4 grants2021 4 grants2022 4 grants2023 4 grants2024 4 grants2025

From 2020 to 2025, annual grant giving ranged from $73K (2024) to $89K (2022). In 2025 it made 4 grants totaling $78K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Little Sisters of the Poor: $23KLittle Sisters of the Poor$23KEmmaus Catholic Hospice: $23KEmmaus Catholic Hospice$23KSt Catherine of Siena Catholic: $16KSt Catherine of Siena Catholic$16KSt Louis Catholic Church: $16KSt Louis Catholic Church$16K

The largest 2025 recipient was Little Sisters of the Poor ($23K). Together the top 4 received $78K.

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 20 grants of 20 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Little Sisters of the Poor Arvada, COGeneral Support$23,433
Emmaus Catholic Hospice Denver, COGeneral Support$23,433
St Catherine of Siena Catholic Denver, COGeneral Support$15,622
St Louis Catholic Church Louisville, COGeneral Support$15,622

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,395,604$1,411,323$1,398,223
Revenue$98,190$115,079$75,970
Expenses$110,448$104,119$103,734
Qualifying Distributions$81,872$76,509$78,792
Net Investment Income$72,611$88,491$49,196
Distributable Amount$77,274$75,709$71,249

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Alice Barberis Charitable Trust 1700-0001003's only listed officer is Bokf N A, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Bokf N A

    Trustee

    On filings since 2020

    $8K (2020) → $8K (2025)

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bokf N a — Trustee: $8KBokf N aTrustee$8K

The highest reported compensation on the 2025 filing was $8K, to Bokf N a (Trustee).

Frequently asked questions about Alice Barberis Charitable Trust 1700-0001003

How much does Alice Barberis Charitable Trust 1700-0001003 give each year?

Alice Barberis Charitable Trust 1700-0001003 gave $78K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $73K across 4 grants.

What is Alice Barberis Charitable Trust 1700-0001003's typical grant size?

Alice Barberis Charitable Trust 1700-0001003's median grant in 2025 was $19,528, and its average grant was $19,528, across 4 grants on its 2025 IRS Form 990-PF.

Where does Alice Barberis Charitable Trust 1700-0001003 give grants?

Alice Barberis Charitable Trust 1700-0001003 gives mostly in Colorado: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Denver, CO (2 grants).

Does Alice Barberis Charitable Trust 1700-0001003 give general operating support?

Yes: 100% of Alice Barberis Charitable Trust 1700-0001003's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Alice Barberis Charitable Trust 1700-0001003?

Alice Barberis Charitable Trust 1700-0001003 reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $82K in qualifying distributions that year, against a required minimum of $77K (roughly 5% of its investment assets).

What is Alice Barberis Charitable Trust 1700-0001003's EIN?

Alice Barberis Charitable Trust 1700-0001003's EIN (Employer Identification Number) is 86-6236362. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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