Barbara E Joy Tr
- Assets
- $1.2m
- Revenue
- $49.3k
- Investments
- $1.1m
- Employees
- 0
- Location
- Mercer Island, WA
- Founding
- 00/0000
- Data as of
- 12/2023
- EIN
- 30-6083952
Organization Overview
Barbara E Joy Tr is located in Mercer Island, WA. The organization was established in 0000. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations.
For the year ending 12/2023, Barbara E Joy Tr generated $49.3k in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (1.9%) each year. All expenses for the organization totaled $96.7k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Barbara E Joy Tr has awarded 15 individual grants totaling $365,912. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE BARBARA JOY TRUST PROVIDES SUPPORT TO OTHER ORGANIZATIONS ALLOWING THEM TO CARRY OUT THEIR CHARITABLE ACTIVITIES. ORGANIZATIONS SERVED = 2
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Christine J Soverel Trustee/treasurer | 10 | $12,930 | |
Peter W Soverel Trustee | 7 | $9,236 | |
Andrew Gostel Trustee | 6 | $4,725 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $37,370 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $11,884 |
| Capital Gain Net Income | $11,884 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $49,254 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $26,891 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $679 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $6,938 |
| Total operating and administrative expenses | $47,930 |
| Contributions, gifts, grants paid | $48,770 |
| Total expenses and disbursements | $96,700 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $3,997 |
| Savings and temporary cash investments | $128,038 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $951,692 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,246,423 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Barbara E Joy Tr has awarded $48,770 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
MOUNT DESERT ISLAND HOSPITAL AUXILIARY PURPOSE: CHARITY - RESTRICTED GIFT TO BENEFIT THE MARION J MORSE SCHOLARSHIP FUND | $24,385 |
JESUP MEMORIAL LIBRARY PURPOSE: PUBLIC CHARITY UNRESTRICTED GIFT | $24,385 |