The Barbara Apisson Testamentary Tr is a private foundation focused on Public, Societal Benefit, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 4 grants totaling $110K. Net investment income was $131K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.8M
+0.2% YoY
Annual Giving
$110K
-1.9% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$28K
-1.9% YoY
Under IRS private-foundation payout rules, The Barbara Apisson Testamentary Tr reported a distributable amount of $133K for 2024 — the minimum it must pay out in qualifying distributions.
About The Barbara Apisson Testamentary Tr
Based on IRS filings
The Barbara Apisson Testamentary Tr is a private foundation focused on Public, Societal Benefit, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 4 grants totaling $110K. Net investment income was $131K.
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 | $1,845,485 | $1,841,425 | $1,852,356 |
| Revenue | $134,836 | $120,247 | $107,974 |
| Expenses | $130,549 | $131,464 | $135,239 |
| Qualifying Distributions | $119,099 | $121,722 | $125,849 |
| Net Investment Income | $131,154 | $117,009 | $104,264 |
| Distributable Amount | $132,582 | $119,595 | $121,878 |
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 Agbu Camp Nubar ($50,101), Camp Haiastan ($20,000), St Vartan Camp Armenian Diocese ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AGBU CAMP NUBAR NEW YORK, NY | SCHOLARSHIPS FOR NEEDY CAMPERS | $50,101 |
| CAMP HAIASTAN FRANKLIN, MA | SCHOLARSHIPS FOR NEEDY CAMPERS | $20,000 |
| ST VARTAN CAMP ARMENIAN DIOCESE NEW YORK, NY | SCHOLARSHIPS FOR NEEDY CAMPERS | $20,000 |
| THE FRIENDS OF GREEN CHIMNEYS BREWSTER, NY | SCHOLARSHIPS FOR NEEDY CAMPERS | $20,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SONIA SUNGARIAN | TRUSTEE | 1 | $3,884 |
| THOMAS DERDERIAN | TRUSTEE | 1 | $3,884 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Barbara Apisson Testamentary Tr?
The Barbara Apisson Testamentary Tr is a private foundation focused on Public, Societal Benefit, based in NEW YORK, NY. It holds $1.8M in total assets as of 2024.
How large is The Barbara Apisson Testamentary Tr?
As of 2024, The Barbara Apisson Testamentary Tr holds $1.8M in total assets with $135K in annual revenue. It awarded 4 grants totaling $110K in 2024.
Where does The Barbara Apisson Testamentary Tr operate?
The Barbara Apisson Testamentary Tr has awarded grants in Massachusetts, Michigan, New York.
What size grants does The Barbara Apisson Testamentary Tr award?
In 2024, The Barbara Apisson Testamentary Tr awarded 4 grants totaling $110K — an average of about $28K per grant, based on its IRS Form 990 filings.
How much is The Barbara Apisson Testamentary Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Barbara Apisson Testamentary Tr reported a distributable amount of $133K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Barbara Apisson Testamentary Tr's EIN?
The Barbara Apisson Testamentary Tr's EIN (Employer Identification Number) is 26-6829944. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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