Barbara S Fales Schisp Trust

Private foundation · Grantmaker Dallas, TX EIN: 34-7183486

Barbara S Fales Schisp Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $703K in total assets. In 2025, it awarded 1 grant totaling $10K. Net investment income was $66K.

Key facts about Barbara S Fales Schisp Trust

In short: Barbara S Fales Schisp Trust gave $10K across 1 grant in 2025 (avg $10K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
34-7183486
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$10,000
Grants made (2025)
1
Average grant
$10,000
Median grant
$10,000
Total assets
$703,165
Primary geography
Massachusetts (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

$703K

+6.9% YoY

Annual Giving

$10K

+0.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$10K

+0.0% YoY

Under IRS private-foundation payout rules, Barbara S Fales Schisp Trust reported a distributable amount of $40K for 2025 — the minimum it must pay out in qualifying distributions.

How Barbara S Fales Schisp Trust gives

  • Giving held roughly steady from 2022 to 2025 (+0%). Method
  • In 2025 it paid out 49% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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

3states

Share of the 2025 grant dollars on its one itemized grant.

Cities

Chestnut HillFranklin SpringsIthaca

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K2 grants2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $10K (2021) to $20K (2020). In 2025 it made 1 grant totaling $10K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Boston College: $10KBoston College$10K

The largest 2025 recipient was Boston College ($10K).

Grant Size Distribution

5 grants across all recorded years

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

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Boston College Chestnut Hill, MAScholarships$10,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$703,165$657,481$619,981
Revenue$72,516$63,452$18,327
Expenses$27,025$25,256$23,038
Qualifying Distributions$19,437$19,052$17,745
Net Investment Income$66,064$56,802$11,226
Distributable Amount$39,702$36,570$32,759

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 26, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS March 26, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Barbara S Fales Schisp Trust's only listed officer is Bank Of America, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2020

    1 hr/week

    $9K (2020) → $11K (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

Bank of America — Trustee: $11KBank of AmericaTrustee$11K

The highest reported compensation on the 2025 filing was $11K, to Bank of America (Trustee).

Frequently asked questions about Barbara S Fales Schisp Trust

How much does Barbara S Fales Schisp Trust give each year?

Barbara S Fales Schisp Trust gave $10K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $10K across 1 grant.

How large is Barbara S Fales Schisp Trust?

Barbara S Fales Schisp Trust reported $703K in total assets on its 2025 IRS Form 990-PF. It paid out $19K in qualifying distributions that year, against a required minimum of $40K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Barbara S Fales Schisp Trust operate?

Barbara S Fales Schisp Trust has awarded grants in Georgia, Massachusetts, New York.

What is Barbara S Fales Schisp Trust's EIN?

Barbara S Fales Schisp Trust's EIN (Employer Identification Number) is 34-7183486. 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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