F E & A R Barstow Charitable Tr FY2021 filing

Sherborn, MAPrivate foundation / grantmakerEIN 04-3489662Revenue $98K in FY2021

On file with the IRSPo Box 1089 · Sherborn, MA

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FY2021 · Form 990-PFIndependent: from IRS data, not the org
Download 990
Latest return
FY2025
latest Form 990-PF
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 6
filings with a surplus
Average deficit $827K a year · 755% of revenue · last 6 filings
Concern: a surplus in 1 of the last 6 filings.
990-PF Pt I · 6 filings
Cash reserves
35 mo
of spending, in cash
Looks good: 35.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$98K
-3% vs prior year
Spent
$302K
Net assets
$3.0M
By yearFY2020–FY2025
Revenue
$98K
FY2021▼ -3%
Tap a bar for its year
Revenue by fiscal year
FY2020$101K
FY2021$98K
FY2022$115K
FY2023$138K
FY2024$138K
FY2025$67K
Expenses
$302K
FY2021-0.2%
Tap a bar for its year
Expenses by fiscal year
FY2020$303K
FY2021$302K
FY2022$302K
FY2023$302K
FY2024$64K
FY2025$4.3M
Net assets
$3.0M
FY2021▼ -6%
Tap a bar for its year
Net assets by fiscal year
FY2020$3.2M
FY2021$3.0M
FY2022$2.8M
FY2023$2.7M
FY2024$2.7M
FY2025$0

From the FY2021 Form 990 · see the original

Form 990 (PDF) Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 99% · $300K Operating & administrative 1% · $2K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

3 people listed on the 990-PF.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See F E & A R Barstow Charitable Tr executive salaries →

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Programs and updates

A private foundation based in Sherborn, MA.

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Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 3 grants · $4.3M · 2025–2025
Fidelity Charitable Gift FundFY2025$3,665,671
Fidelity Charitable Gift FundFY2025$615,993
Pro Arte Chamber Orchestra of BostonFY2025$60,000

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$1.4M
Median grantPart XV$616K
Largest grantPart XV$3.7M

By the numbers

The FY2021 990-PF, line by line.

1The main four
Money in
$98K
Investment income$98K
Money out
$302K
Grants paid$300K
Running costs$2K
Owns and owes
$3.0M
net assets
Cash and savings$889K
Total assets$3.0M
Liabilities$0
People
3
listed
Paid0
2In more detail
Revenue in detail
Investment income$98K
Total revenue$98K
Assets in detailEnd of year
Cash and savings together$889K
Total assets$3.0M
Liabilities$0
Net assets$3.0M
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $67K$4.3M−$4.3M$0 990 PDF
FY2024 $138K$64K$74K$2.7M 990 PDF
FY2023 $138K$302K−$164K$2.7M 990 PDF
FY2022 $115K$302K−$187K$2.8M 990 PDF
FY2021 Viewing $98K$302K−$204K$3.0M 990 PDF
FY2020 $101K$303K−$201K$3.2M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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