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Nonprofit · EIN 81-7067919

BARCLAYS CHARITABLE TR 01202017

Tax-exempt · GREENVILLE, DE 19807

Financials

$263K$943K2023$510K$298K2024$315K$1.1M2025
Revenue Expenses · by fiscal year end
Financials of BARCLAYS CHARITABLE TR 01202017 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$314,980$1,052,097-$737,117$7,451,867$0$7,451,867
December 31, 2024990-PF$510,321$298,404$211,917$8,162,191$0$8,162,191
December 31, 2023990-PF$262,801$942,897-$680,096$7,936,529$0$7,936,529
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$301,964
Net gain from sales of assets
$13,016

Expenses

Grants and similar amounts paid
$1,000,000
Compensation of officers, directors and key employees
$31,589
Disbursements for charitable purposes
$1,010,529
Excise tax on investment income
$3,939

Balance sheet and other

Total assets, start of year
$8,162,191
Total assets, end of year
$7,451,867
Total liabilities, end of year
$0
Net assets, end of year
$7,451,867
Fair market value of assets
$7,651,857
Qualifying distributions
$1,010,529
Net investment income
$314,980

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.

NameTitleHours / weekCompensation
STIFLE DELAWARE
4001 KENNETT PIKE SUITE 214, GREENVILLE, DE 19807
TRUSTEE6$31,589
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
STIFLE DELAWARE
4001 KENNETT PIKE SUITE 214, GREENVILLE, DE 19807
TRUSTEE6$31,625
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
STIFLE DELAWARE
4001 KENNETT PIKE SUITE 214, GREENVILLE, DE 19807
TRUSTEE1$42,578

Address and contacts

Address (IRS master file)
4001 KENNETT PIKE STE 214, GREENVILLE, DE 19807-2029
In care of
% STIFEL TRUST COMPANY DELAWARE NA
Signed the 990-PF
SUSAN POTTHAST, PRESIDENT
Return prepared by
RELIANCE INTEGRATED SOLUTIONS 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
81-7067919
Exempt since
2021
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$7,451,867
Income (IRS master file)
$6,406,549

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$314,980$1,052,097$7,451,867IRS
990-PFDecember 2024$510,321$298,404$8,162,191IRS
990-PFDecember 2023$262,801$942,897$7,936,529XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 81-7067919).

Questions about BARCLAYS CHARITABLE TR 01202017

What is the EIN of BARCLAYS CHARITABLE TR 01202017?
The employer identification number (EIN) of BARCLAYS CHARITABLE TR 01202017 is 81-7067919.
Is BARCLAYS CHARITABLE TR 01202017 tax-exempt?
Yes. The IRS lists it as tax-exempt since 2021.
Which annual return does BARCLAYS CHARITABLE TR 01202017 file?
Form 990-PF. Private foundations file every year.
When is the next return of BARCLAYS CHARITABLE TR 01202017 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 BARCLAYS CHARITABLE TR 01202017 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 BARCLAYS CHARITABLE TR 01202017?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $31,589 (STIFLE DELAWARE, TRUSTEE).
How much revenue does BARCLAYS CHARITABLE TR 01202017 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $314,980, expenses of $1,052,097 and total assets of $7,451,867 at year end.

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