Bialis Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA BARBARA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.8M in total assets. In 2024, it awarded 9 grants totaling $277K. Net investment income was $282K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.8M
+0.0% YoY
Annual Giving
$277K
-81.0% YoY
Grant Count
9
+28.6% YoY
Avg Grant Size
$31K
-85.2% YoY
Under IRS private-foundation payout rules, Bialis Charitable Trust reported a distributable amount of $303K for 2024 — the minimum it must pay out in qualifying distributions.
About Bialis Charitable Trust
Based on IRS filings
Bialis Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA BARBARA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.8M in total assets. In 2024, it awarded 9 grants totaling $277K. Net investment income was $282K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,779,338 | $4,777,598 | $6,047,183 |
| Revenue | $281,898 | $203,845 | $1,851,485 |
| Expenses | $280,158 | $1,473,430 | $296,717 |
| Qualifying Distributions | $276,583 | $1,456,740 | $260,700 |
| Net Investment Income | $281,898 | $153,845 | $1,851,485 |
| Distributable Amount | $302,805 | $312,027 | $341,812 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
48 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Schwab Charitable Foundation ($100,000), Jazz Hands for Autism ($75,000), Tucson Jewish Free Loan ($37,500).
| Recipient | Purpose | Amount |
|---|---|---|
| SCHWAB CHARITABLE FOUNDATION ORLANDO, FL | DONOR ADVISED FUND | $100,000 |
| THE GREGORY SCHOOL TUCSON, AZ | GENERAL SUPPORT | $1,083 |
| AURELIA FOUNDATION SANTA MONICA, CA | GENERAL SUPPORT | $10,000 |
| ASSOCIATION OF AMERICAN INDIAN PHYSICIANS OKLAHOMA CITY, OK | GENERAL SUPPORT | $25,000 |
| TUCSON JEWISH FREE LOAN TUCSON, AZ | GENERAL SUPPORT | $37,500 |
| REDWOOD COAST LAND CONSERVANCY GUALALA, CA | GENERAL SUPPORT | $5,000 |
| TEMPLE EMANU-EL ATLANTA, GA | GENERAL SUPPORT | $18,000 |
| SANTA BARBARA BASEBALL PARENTS ASSOCIATION SANTA BARBARA, CA | GENERAL SUPPORT | $5,000 |
| JAZZ HANDS FOR AUTISM CULVER CITY, CA | GENERAL SUPPORT | $75,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GARY C BIALIS | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bialis Charitable Trust?
Bialis Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA BARBARA, CA. It holds $4.8M in total assets as of 2024.
How large is Bialis Charitable Trust?
As of 2024, Bialis Charitable Trust holds $4.8M in total assets with $282K in annual revenue. It awarded 9 grants totaling $277K in 2024.
Where does Bialis Charitable Trust operate?
Bialis Charitable Trust has awarded grants in Arizona, California, Florida, Georgia, Massachusetts, Mississippi, Oklahoma.
What size grants does Bialis Charitable Trust award?
In 2024, Bialis Charitable Trust awarded 9 grants totaling $277K — an average of about $31K per grant, based on its IRS Form 990 filings.
How much is Bialis Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bialis Charitable Trust reported a distributable amount of $303K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Bialis Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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