Nonprofit · EIN 36-7191712
BARBER FAMILY FOUNDATION TR UA 052197
Also known as BARBER JAMES L TTEE
Tax-exempt · CHAPPAQUA, NY 10514
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $48,761 | $45,151 | $3,610 | $357,385 | $0 | $357,385 |
| December 31, 2024 | 990-PF | $51,910 | $36,935 | $14,975 | $353,775 | $0 | $353,775 |
| December 31, 2023 | 990-PF | $43,227 | $35,731 | $7,496 | $338,800 | $0 | $338,800 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $17,941
- Interest
- $5
- Net gain from sales of assets
- $30,815
Expenses
- Grants and similar amounts paid
- $43,050
- Disbursements for charitable purposes
- $43,800
- Excise tax on investment income
- $679
Balance sheet and other
- Total assets, start of year
- $353,775
- Total assets, end of year
- $357,385
- Total liabilities, end of year
- $0
- Net assets, end of year
- $357,385
- Fair market value of assets
- $538,971
- Qualifying distributions
- $43,800
- Net investment income
- $48,828
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| James L Barber III 724 King Street, Chappaqua, NY 10514 | Trustee | 0 | $0 |
| James L Barber 544 Bellagio Terrace, Los Angeles, CA 90049 | Trustee | 0 | $0 |
| Lynda Barber 7751 E Bowie Dr, Scottsdale, AZ 85258 | Trustee | 0 | $0 |
| Christina Barber 375 Hooper St SE, Atlanta, GA 30317 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| James L Barber III 724 King Street, Chappaqua, NY 10514 | Trustee | 0 | $0 |
| James L Barber 544 Bellagio Terrace, Los Angeles, CA 90049 | Trustee | 0 | $0 |
| Lynda Barber 7751 E Bowie Dr, Scottsdale, AZ 85258 | Trustee | 0 | $0 |
| Christina Barber 375 Hooper St SE, Atlanta, GA 30317 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| James L Barber III 13 Parkview Court, White Plains, NY 10603 | Trustee | 0 | $0 |
| James L Barber 544 Bellagio Terrace, Los Angeles, CA 90049 | Trustee | 0 | $0 |
| Lynda Barber 7751 E Bowie Dr, Scottsdale, AZ 85258 | Trustee | 0 | $0 |
| Christina Barber 375 Hooper St SE, Atlanta, GA 30317 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 724 KING ST, CHAPPAQUA, NY 10514-3811
- Signed the 990-PF
- James L Barber III, Trustee
- Return prepared by
- Ann Marie Saternus PC
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 | 990-PF 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
- 36-7191712
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $357,385
- Income (IRS master file)
- $135,398
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $48,761 | $45,151 | $357,385 | IRS |
| 990-PF | December 2024 | $51,910 | $36,935 | $353,775 | IRS |
| 990-PF | December 2023 | $43,227 | $35,731 | $338,800 | 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 36-7191712).
Questions about BARBER FAMILY FOUNDATION TR UA 052197
- What is the EIN of BARBER FAMILY FOUNDATION TR UA 052197?
- The employer identification number (EIN) of BARBER FAMILY FOUNDATION TR UA 052197 is 36-7191712.
- Is BARBER FAMILY FOUNDATION TR UA 052197 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to BARBER FAMILY FOUNDATION TR UA 052197 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BARBER FAMILY FOUNDATION TR UA 052197 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BARBER FAMILY FOUNDATION TR UA 052197 due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BARBER FAMILY FOUNDATION TR UA 052197 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BARBER FAMILY FOUNDATION TR UA 052197?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does BARBER FAMILY FOUNDATION TR UA 052197 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $48,761, expenses of $45,151 and total assets of $357,385 at year end.
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