St Barnabas Episcopal Church Trust 431549013

Private foundation · Grantmaker Cortez, CO EIN: 82-7021742

St Barnabas Episcopal Church Trust 431549013 is a private foundation, based in Cortez, CO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $409K in total assets. In 2024, it awarded 1 grant totaling $111K. Net investment income was $32K.

Key facts about St Barnabas Episcopal Church Trust 431549013

In short: St Barnabas Episcopal Church Trust 431549013 gave $111K across 1 grant in 2024 (avg $111K), mostly in Colorado. Source: 2024 IRS Form 990-PF.

EIN
82-7021742
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$110,857
Grants made (2024)
1
Average grant
$110,857
Median grant
$110,857
Total assets
$409,027
Primary geography
Colorado (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated October 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$409K

-5.0% YoY

Annual Giving

$111K

-14.2% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$111K

-14.2% YoY

Under IRS private-foundation payout rules, St Barnabas Episcopal Church Trust 431549013 reported a distributable amount of $22K for 2024 — the minimum it must pay out in qualifying distributions.

How St Barnabas Episcopal Church Trust 431549013 gives

  • Giving held roughly steady from 2021 to 2024 (+1%). Method
  • In 2024 it paid out 509% 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

1state

Share of the 2024 grant dollars on its one itemized grant.

States

Cities

Cortez

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024

From 2020 to 2024, annual grant giving ranged from $109K (2022) to $129K (2023). In 2024 it made 1 grant totaling $111K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2024

St Barnabus Episcopal Church: $111KSt Barnabus Episcopal Church$111K

The largest 2024 recipient was St Barnabus Episcopal Church ($111K).

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
St Barnabus Episcopal Church Cortez, COGeneral Support$110,857

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$409,027$430,664$542,091
Revenue$39,882$26,388$16,210
Expenses$119,267$137,742$120,440
Qualifying Distributions$110,857$130,429$113,039
Net Investment Income$31,863$19,229$11,059
Distributable Amount$21,778$25,017$31,481

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 3, 2022)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

St Barnabas Episcopal Church Trust 431549013 is led by Charles R Forth Jr., Trustee on every filing since 2023 — the only officer listed, and compensated.

Officers on the 2024 filing

  • Charles R Forth Jr.

    Trustee

    On filings since 2023

    1 hr/week

    $1K (2023) → $1K (2024)

Former officers (2)
  • Former: USAA Federal Savings Bank (2021–2023) — Trustee
  • Former: Ussa Federal Savings Bank (2020) — Trustee

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Charles R Forth Jr — Trustee: $1KCharles R Forth JrTrustee$1K

The highest reported compensation on the 2024 filing was $1K, to Charles R Forth Jr (Trustee).

Frequently asked questions about St Barnabas Episcopal Church Trust 431549013

How much does St Barnabas Episcopal Church Trust 431549013 give each year?

St Barnabas Episcopal Church Trust 431549013 gave $111K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $129K across 1 grant.

How large is St Barnabas Episcopal Church Trust 431549013?

St Barnabas Episcopal Church Trust 431549013 reported $409K in total assets on its 2024 IRS Form 990-PF. It paid out $111K in qualifying distributions that year, against a required minimum of $22K (roughly 5% of its investment assets).

Where does St Barnabas Episcopal Church Trust 431549013 operate?

St Barnabas Episcopal Church Trust 431549013 has awarded grants in Colorado.

What is St Barnabas Episcopal Church Trust 431549013's EIN?

St Barnabas Episcopal Church Trust 431549013's EIN (Employer Identification Number) is 82-7021742. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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