Alice Barberis Charitable Trust 1700-0001003

TULSA, OK EIN: 86-6236362

Alice Barberis Charitable Trust 1700-0001003 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TULSA, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 4 grants totaling $73K. Net investment income was $88K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.4M

+0.9% YoY

Annual Giving

$73K

-3.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$18K

-3.2% YoY

Under IRS private-foundation payout rules, Alice Barberis Charitable Trust 1700-0001003 reported a distributable amount of $76K for 2024 — the minimum it must pay out in qualifying distributions.

About Alice Barberis Charitable Trust 1700-0001003

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Colorado $395K (100%)

States

Colorado

Cities

ArvadaDenverLouisville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,411,323	$1,398,223	$1,427,450
Revenue	$115,079	$75,970	$42,008
Expenses	$104,119	$103,734	$123,239
Qualifying Distributions	$76,509	$78,792	$92,647
Net Investment Income	$88,491	$49,196	$15,542
Distributable Amount	$75,709	$71,249	$74,137

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Little Sisters of the Poor ($21,908), Emmaus Catholic Hospice ($21,908), St Catherine of Siena Catholic ($14,606).

Recipient	Purpose	Amount
ST CATHERINE OF SIENA CATHOLIC DENVER, CO	GENERAL SUPPORT	$14,606
LITTLE SISTERS OF THE POOR ARVADA, CO	GENERAL SUPPORT	$21,908
EMMAUS CATHOLIC HOSPICE DENVER, CO	GENERAL SUPPORT	$21,908
ST LOUIS CATHOLIC CHURCH LOUISVILLE, CO	GENERAL SUPPORT	$14,606

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BOKF N A	TRUSTEE	—	$7,922

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Alice Barberis Charitable Trust 1700-0001003?

Alice Barberis Charitable Trust 1700-0001003 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TULSA, OK. It holds $1.4M in total assets as of 2024.

How large is Alice Barberis Charitable Trust 1700-0001003?

As of 2024, Alice Barberis Charitable Trust 1700-0001003 holds $1.4M in total assets with $115K in annual revenue. It awarded 4 grants totaling $73K in 2024.

Where does Alice Barberis Charitable Trust 1700-0001003 operate?

Alice Barberis Charitable Trust 1700-0001003 has awarded grants in Colorado.

What size grants does Alice Barberis Charitable Trust 1700-0001003 award?

In 2024, Alice Barberis Charitable Trust 1700-0001003 awarded 4 grants totaling $73K — an average of about $18K per grant, based on its IRS Form 990 filings.

How much is Alice Barberis Charitable Trust 1700-0001003 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Alice Barberis Charitable Trust 1700-0001003 reported a distributable amount of $76K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.