Nonprofit · EIN 77-0472102
BIALIS CHARITABLE TR
Also known as BIALIS GARY C TTEE
Tax-exempt · SANTA BARBARA, CA 93121
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $848,320 | $295,282 | $553,038 | $5,396,833 | $0 | $5,396,833 |
| June 30, 2024 | 990-PF | $281,898 | $280,158 | $1,740 | $4,779,338 | $0 | $4,779,338 |
| June 30, 2023 | 990-PF | $203,845 | $1,473,430 | -$1,269,585 | $4,777,598 | $0 | $4,777,598 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $146,447
- Net gain from sales of assets
- $701,873
Expenses
- Grants and similar amounts paid
- $279,700
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $281,700
- Excise tax on investment income
- $11,792
Balance sheet and other
- Total assets, start of year
- $4,779,338
- Total assets, end of year
- $5,396,833
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,396,833
- Fair market value of assets
- $7,010,999
- Qualifying distributions
- $281,700
- Net investment income
- $848,320
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GARY C BIALIS POST OFFICE BOX 22807, SANTA BARBARA, CA 93121 | TRUSTEE | 1 | $0 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GARY C BIALIS PO BOX 30590, SANTA BARBARA, CA 93130 | TRUSTEE | 1 | $0 |
990-PF for the year ended June 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GARY C BIALIS PO BOX 30590, SANTA BARBARA, CA 93130 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 22807, SANTA BARBARA, CA 93121-2807
- In care of
- % GARY C BIALIS
- Signed the 990-PF
- GARY C BIALIS, TRUSTEE
- Phone
- (805) 452-7830
- Return prepared by
- TRAVIS J WILSON CPA CFP
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0472102 or by the name BIALIS CHARITABLE TR.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 77-0472102
- 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
- 1998
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $5,396,833
- Income (IRS master file)
- $16,924,180
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $848,320 | $295,282 | $5,396,833 | XML |
| 990-PF | June 2024 | $281,898 | $280,158 | $4,779,338 | XML |
| 990-PF | June 2023 | $203,845 | $1,473,430 | $4,777,598 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 77-0472102).
Questions about BIALIS CHARITABLE TR
- What is the EIN of BIALIS CHARITABLE TR?
- The employer identification number (EIN) of BIALIS CHARITABLE TR is 77-0472102.
- Is BIALIS CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to BIALIS CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BIALIS CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BIALIS CHARITABLE TR due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BIALIS CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of BIALIS CHARITABLE TR?
- The 990-PF for the year ended June 30, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does BIALIS CHARITABLE TR have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $848,320, expenses of $295,282 and total assets of $5,396,833 at year end.
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All nonprofits in SANTA BARBARA · California · Philanthropy, voluntarism and grantmaking foundations