Bialis Charitable Trust
Bialis Charitable Trust is a private foundation, based in Santa Barbara, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $5.4M in total assets. In 2025, it awarded 5 grants totaling $280K. Net investment income was $848K.
Bialis Charitable Trust at a glance
In short: Bialis Charitable Trust gave $280K across 5 grants in 2025 (avg $56K), mostly in Arizona. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $279,700
- +1.1% vs 2024
- Grants made (2025)
- 5
- -44.4% vs 2024
- Average grant
- $55,940
- +82.0% vs 2024
- Median grant
- $18,000
- Total assets
- $5,396,833
- +12.9% vs 2024
- Primary geography
- Arizona (54% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Bialis Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Southern Arizona Adaptive Sports ($150K). Together the top 5 received $280K.
Grant Size Distribution
45 grants across all recorded years
The most common grant size was under $50K: 36 grants of 45 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
How Bialis Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+7%). Method
- In 2025 it paid out 72% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $232K (2019) to $1.5M (2023). In 2025 it made 5 grants totaling $280K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Southern Arizona Adaptive Sports Tucson, AZ | General Support | $150,000 |
| Schwab Charitable Foundation Orlando, FL | Donor Advised Fund | $100,000 |
| Association of American Indian Physicians Oklahoma City, OK | General Support | $18,000 |
| Oceanhills Church Santa Barbara, CA | General Support | $10,700 |
| Cancer Foundation of Santa Barbara Santa Barbara, CA | General Support | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $5,396,833 | $848,320 | $295,282 | $279,700 | 5 | $281,700 | $848,320 | $392,065 |
| 2024 | $4,779,338 | $281,898 | $280,158 | $276,583 | 9 | $276,583 | $281,898 | $302,805 |
| 2023 | $4,777,598 | $203,845 | $1,473,430 | $1,456,740 | 7 | $1,456,740 | $153,845 | $312,027 |
| 2022 | $6,047,183 | $1,851,485 | $296,717 | $260,700 | 12 | $260,700 | $1,851,485 | $341,812 |
| 2021 | $4,492,415 | $512,733 | $330,650 | $325,000 | 12 | — | $512,733 | $323,604 |
| 2020 | $4,310,332 | $218,070 | $271,478 | $265,000 | 8 | — | $217,370 | $276,099 |
| 2019 | $4,363,740 | $102,861 | $238,989 | $232,386 | 8 | — | $102,561 | $271,114 |
Under IRS private-foundation payout rules, Bialis Charitable Trust reported a distributable amount of $392K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bialis Charitable Trust is led by Gary C. Bialis, Trustee on every filing since 2019 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Gary C. Bialis
Trustee
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Bialis Charitable Trust
How much does Bialis Charitable Trust give each year?
Bialis Charitable Trust gave $280K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $277K across 9 grants.
What is Bialis Charitable Trust's typical grant size?
Bialis Charitable Trust's median grant in 2025 was $18,000, and its average grant was $55,940, across 5 grants on its 2025 IRS Form 990-PF.
Where does Bialis Charitable Trust give grants?
Bialis Charitable Trust gives mostly in Arizona: 54% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Florida (36%) and Oklahoma (6%). The most frequent recipient cities were Santa Barbara, CA (2 grants).
Does Bialis Charitable Trust give general operating support?
Yes: 80% of Bialis Charitable Trust's 2025 grants with a stated purpose (4 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Bialis Charitable Trust's largest grantees?
Bialis Charitable Trust's largest 2025 grantees include Southern Arizona Adaptive Sports ($150,000), Schwab Charitable Foundation ($100,000) and Association of American Indian Physicians ($18,000), according to its 2025 IRS Form 990-PF. Together they received 96% of its itemized 2025 grant dollars.
How large is Bialis Charitable Trust?
Bialis Charitable Trust reported $5.4M in total assets on its 2025 IRS Form 990-PF. It paid out $282K in qualifying distributions that year, against a required minimum of $392K (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.
What is Bialis Charitable Trust's EIN?
Bialis Charitable Trust's EIN (Employer Identification Number) is 77-0472102. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 6, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 23, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 6, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 2, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 26, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 16, 2026)
- IRS filings on file for fiscal years 2019–2025
Explore Open Grants
Browse active grant opportunities in Bialis Charitable Trust's focus areas in our free grants database
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