The Barbara Apisson Testamentary Tr
The Barbara Apisson Testamentary Tr is a private foundation focused on public and societal benefit, based in New York, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.9M in total assets. In 2025, it awarded 4 grants totaling $124K. Net investment income was $154K.
The Barbara Apisson Testamentary Tr at a glance
In short: The Barbara Apisson Testamentary Tr gave $124K across 4 grants in 2025 (avg $31K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $123,584
- +12.2% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $30,896
- +12.2% vs 2024
- Median grant
- $23,000
- Total assets
- $1,858,443
- +0.7% vs 2024
- Primary geography
- New York (81% 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 The Barbara Apisson Testamentary Tr funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Agbu Camp Nubar ($55K). Together the top 4 received $124K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 16 grants of 20 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How The Barbara Apisson Testamentary Tr gives
- Giving held roughly steady from 2022 to 2025 (+6%). Method
- In 2025 it paid out 93% 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 2020 to 2025, annual grant giving ranged from $99K (2021) to $124K (2025). In 2025 it made 4 grants totaling $124K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Agbu Camp Nubar New York, NY | Scholarships for Needy Campers | $54,584 |
| Camp Haiastan Franklin, MA | Scholarships for Needy Campers | $23,000 |
| St Vartan Camp Armenian Diocese New York, NY | Scholarships for Needy Campers | $23,000 |
| The Friends of Green Chimneys Brewster, NY | Scholarships for Needy Campers | $23,000 |
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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 | $1,858,443 | $158,503 | $145,001 | $123,584 | 4 | $132,206 | $154,016 | $141,777 |
| 2024 | $1,845,485 | $134,836 | $130,549 | $110,101 | 4 | $119,099 | $131,154 | $132,582 |
| 2023 | $1,841,425 | $120,247 | $131,464 | $112,228 | 4 | $121,722 | $117,009 | $119,595 |
| 2022 | $1,852,356 | $107,974 | $135,239 | $116,199 | 4 | $125,849 | $104,264 | $121,878 |
| 2021 | $1,879,286 | $113,848 | $118,001 | $98,813 | 4 | $114,239 | $110,086 | $131,625 |
| 2020 | $1,883,279 | $116,244 | $118,290 | $99,000 | 4 | — | $112,889 | $115,339 |
Under IRS private-foundation payout rules, The Barbara Apisson Testamentary Tr reported a distributable amount of $142K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Barbara Apisson Testamentary Tr's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Sonia Sungarian
Trustee
On filings since 2020
1 hr/week
$4K (2020) → $4K (2025)
Thomas Derderian
Trustee
On filings since 2020
1 hr/week
$4K (2020) → $4K (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
The highest reported compensation on the 2025 filing was $4K, to Sonia Sungarian (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about The Barbara Apisson Testamentary Tr
How much does The Barbara Apisson Testamentary Tr give each year?
The Barbara Apisson Testamentary Tr gave $124K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $110K across 4 grants.
What is The Barbara Apisson Testamentary Tr's typical grant size?
The Barbara Apisson Testamentary Tr's median grant in 2025 was $23,000, and its average grant was $30,896, across 4 grants on its 2025 IRS Form 990-PF.
Where does The Barbara Apisson Testamentary Tr give grants?
The Barbara Apisson Testamentary Tr gives mostly in New York: 81% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (19%). The most frequent recipient cities were New York, NY (2 grants).
Does The Barbara Apisson Testamentary Tr give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on The Barbara Apisson Testamentary Tr's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarships for Needy Campers" (4 grants).
How large is The Barbara Apisson Testamentary Tr?
The Barbara Apisson Testamentary Tr reported $1.9M in total assets on its 2025 IRS Form 990-PF. It paid out $132K in qualifying distributions that year, against a required minimum of $142K (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 The Barbara Apisson Testamentary Tr?
The Barbara Apisson Testamentary Tr is a private foundation focused on public and societal benefit, based in New York, NY. It holds $1.9M in total assets as of 2025.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
Live grants for the work The Barbara Apisson Testamentary Tr funds
Public, Societal Benefit Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in The Barbara Apisson Testamentary Tr's focus areas in our free grants database
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Cite this profile
Grantable. (2026). The Barbara Apisson Testamentary Tr funder profile. GrantGraph. Retrieved October 20, 2026, from https://grantable.co/funders/the-barbara-apisson-testamentary-tr-morg_a898dc91df3b43ee950c60f3c0d639e1
BibTeX
@misc{grantable_266829944_2026,
author = {{Grantable}},
title = {{The Barbara Apisson Testamentary Tr funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-barbara-apisson-testamentary-tr-morg_a898dc91df3b43ee950c60f3c0d639e1},
note = {Accessed 2026-10-20. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Barbara Apisson Testamentary Tr's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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