Nonprofit · EIN 94-3323331
BARRIOS TRUST
Also known as WILSON WARREN B TTEE
Tax-exempt · OAKLAND, CA 94618
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $690,169 | $489,734 | $200,435 | $1,206,573 | $0 | $1,206,573 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $623,163
- Dividends
- $46,390
- Net gain from sales of assets
- -$5,355
- Other income
- $25,971
Expenses
- Grants and similar amounts paid
- $473,000
- Compensation of officers, directors and key employees
- $2,500
- Disbursements for charitable purposes
- $476,290
- Excise tax on investment income
- $7,268
Balance sheet and other
- Total assets, start of year
- $970,191
- Total assets, end of year
- $1,206,573
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,206,573
- Fair market value of assets
- $1,206,573
- Qualifying distributions
- $476,290
- Net investment income
- $528,633
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 |
|---|---|---|---|
| Kaylea Perenon 34 Hiller Drive, Oakland, CA 94618 | Director | 0.25 | $1,000 |
| Donald Carter 34 Hiller Drive, Oakland, CA 94618 | VP/Sect'y | 0.25 | $1,000 |
| John Fanning 34 Hiller Drive, Oakland, CA 94618 | Director | 0.25 | $500 |
| Joanne Casey 34 Hiller Drive, Oakland, CA 94618 | President | 5 | $0 |
| Casey Wilson 34 Hiller Drive, Oakland, CA 94618 | Director | 0.25 | $0 |
| Taj Wilson 34 Hiller Drive, Oakland, CA 94618 | Director | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 34 HILLER DR, OAKLAND, CA 94618-2302
- In care of
- % MARLOW & MASSONI CPA S
- Signed the 990-PF
- Joanne Casey, President
- Phone
- (510) 841-7213
- Return prepared by
- Fontanello Duffield & Otake 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
- 94-3323331
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $1,206,573
- Income (IRS master file)
- $1,498,333
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $97,237 | $316,758 | $1,130,140 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about BARRIOS TRUST
- What is the EIN of BARRIOS TRUST?
- The employer identification number (EIN) of BARRIOS TRUST is 94-3323331.
- Is BARRIOS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to BARRIOS TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does BARRIOS TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BARRIOS TRUST 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 BARRIOS TRUST 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 BARRIOS TRUST?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 3 received compensation from the organization, the highest $1,000 (Kaylea Perenon, Director).
- How much revenue does BARRIOS TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $690,169, expenses of $489,734 and total assets of $1,206,573 at year end.
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