Nonprofit · EIN 30-6083952
BARBARA E JOY TR
Tax-exempt · CONCORD, NH 03301
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $79,880 | $118,951 | -$39,071 | $1,210,202 | $0 | $1,210,202 |
| December 31, 2023 | 990-PF | $49,254 | $96,700 | -$47,446 | $1,246,423 | $0 | $1,246,423 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $33,678
- Interest
- $5,394
- Net gain from sales of assets
- $40,808
Expenses
- Grants and similar amounts paid
- $27,201
- Compensation of officers, directors and key employees
- $25,944
- Disbursements for charitable purposes
- $112,650
- Excise tax on investment income
- $1,031
Balance sheet and other
- Total assets, start of year
- $1,246,423
- Total assets, end of year
- $1,210,202
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,210,202
- Fair market value of assets
- $1,702,370
- Qualifying distributions
- $112,650
- Net investment income
- $79,880
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTINE J SOVEREL 2201 81st Ave SE, Mercer Island, WA 98040 | TrusteeTreasurer | 8 | $18,056 |
| PETER SOVEREL 16430 72nd Ave W, Edmonds, WA 98026 | Trustee | 4 | $4,081 |
| ANDREW GOSTEL 7139 Overton Way, Maineville, OH 45039 | Trustee | 4 | $3,808 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTINE J SOVEREL 2201 81ST AVE SE, MERCER ISLAND, WA 98040 | TRUSTEE/TREASURER | 10 | $12,930 |
| PETER W SOVEREL 16430 72ND AVE WEST, EDMONDS, WA 98026 | TRUSTEE | 7 | $9,236 |
| ANDREW GOSTEL 7139 OVERTON WAY, MAINEVILLE, OH 45039 | TRUSTEE | 6 | $4,725 |
Address and contacts
- Address (IRS master file)
- 90 N MAIN ST, CONCORD, NH 03301-4915
- In care of
- % BAR HARBOR WEALTH MGMT TTEE
- Signed the 990-PF
- CHRISTINE J SOVEREL, TrusteeTreasurer
- Phone
- (206) 230-6488
- Return prepared by
- AC Professional Services LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 30-6083952
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,210,202
- Income (IRS master file)
- $246,024
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $79,880 | $118,951 | $1,210,202 | XML |
| 990-PF | December 2023 | $49,254 | $96,700 | $1,246,423 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 30-6083952).
Questions about BARBARA E JOY TR
- What is the EIN of BARBARA E JOY TR?
- The employer identification number (EIN) of BARBARA E JOY TR is 30-6083952.
- Is BARBARA E JOY TR tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does BARBARA E JOY TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BARBARA E JOY TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BARBARA E JOY TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of BARBARA E JOY TR?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $18,056 (CHRISTINE J SOVEREL, TrusteeTreasurer).
- How much revenue does BARBARA E JOY TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $79,880, expenses of $118,951 and total assets of $1,210,202 at year end.
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