Nonprofit · EIN 87-6529807
BOB R BARNARD AND JOYCE G BARNARD CHARITABLE TR
Also known as GERALD R BAKER TTEE
Tax-exempt · COLLEYVILLE, TX 76034
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $24,026,468 | $2,490,476 | $21,535,992 | $49,030,399 | $0 | $49,030,399 |
| December 31, 2024 | 990-PF | $1,082,856 | $1,515,037 | -$432,181 | $27,494,407 | $0 | $27,494,407 |
| December 31, 2023 | 990-PF | $1,277,927 | $879,099 | $398,828 | $27,926,588 | $0 | $27,926,588 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $1,196,828
- Interest
- $26,258
- Net gain from sales of assets
- $22,803,382
Expenses
- Grants and similar amounts paid
- $2,263,000
- Disbursements for charitable purposes
- $2,373,634
- Excise tax on investment income
- $332,344
Balance sheet and other
- Total assets, start of year
- $27,494,407
- Total assets, end of year
- $49,030,399
- Total liabilities, end of year
- $0
- Net assets, end of year
- $49,030,399
- Fair market value of assets
- $70,471,164
- Qualifying distributions
- $2,373,634
- Net investment income
- $24,026,468
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 |
|---|---|---|---|
| GERALD BAKER P O BOX 127, COLLEYVILLE, TX 76034 | TRUSTEE | 0 | $218,317 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERALD BAKER P O BOX 127, COLLEYVILLE, TX 76034 | TRUSTEE | 0 | $176,501 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERALD BAKER P O BOX 127, COLLEYVILLE, TX 76034 | TRUSTEE | 0 | $155,424 |
Address and contacts
- Address (IRS master file)
- PO BOX 127, COLLEYVILLE, TX 76034-0127
- In care of
- % GERALD BAKER
- Signed the 990-PF
- GERALD BAKER, TRUSTEE
- Phone
- (817) 861-7099
- Return prepared by
- Wood Stephens & ONeil LLP
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
- 87-6529807
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $49,030,399
- Income (IRS master file)
- $24,056,218
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $24,026,468 | $2,490,476 | $49,030,399 | IRS |
| 990-PF | December 2024 | $1,082,856 | $1,515,037 | $27,494,407 | IRS |
| 990-PF | December 2023 | $1,277,927 | $879,099 | $27,926,588 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 87-6529807).
Questions about BOB R BARNARD AND JOYCE G BARNARD CHARITABLE TR
- What is the EIN of BOB R BARNARD AND JOYCE G BARNARD CHARITABLE TR?
- The employer identification number (EIN) of BOB R BARNARD AND JOYCE G BARNARD CHARITABLE TR is 87-6529807.
- Is BOB R BARNARD AND JOYCE G BARNARD CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to BOB R BARNARD AND JOYCE G BARNARD CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BOB R BARNARD AND JOYCE G BARNARD CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BOB R BARNARD AND JOYCE G BARNARD CHARITABLE TR 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 BOB R BARNARD AND JOYCE G BARNARD CHARITABLE TR 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 BOB R BARNARD AND JOYCE G BARNARD CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $218,317 (GERALD BAKER, TRUSTEE).
- How much revenue does BOB R BARNARD AND JOYCE G BARNARD CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $24,026,468, expenses of $2,490,476 and total assets of $49,030,399 at year end.
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