Alice Barberis Charitable Trust 1700-0001003
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
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
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
The most common grant size was under $50K: 20 grants of 20 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Little Sisters of the Poor Arvada, CO | General Support | $23,433 |
| Emmaus Catholic Hospice Denver, CO | General Support | $23,433 |
| St Catherine of Siena Catholic Denver, CO | General Support | $15,622 |
| St Louis Catholic Church Louisville, CO | General Support | $15,622 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- 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
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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