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Helen C Barclay Tr

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Summary charts: organization finances over time

Revenue
$8.19k (2024)

Expenses
$12.4k (2024)

Total Assets
$137k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,193
Expenses
$12,379
Net Income
-$4,186
Net Assets
$136,868
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,094
50.0%
Sales of Assets $4,099
50.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,604
85.7%
Compensation of Officers* $2,104
17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $136,868
Total Liabilities $0
Net Assets $136,868
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $2,104 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,886
Expenses
$8,965
Net Income
-$5,079
Net Assets
$141,113
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,832
98.6%
Sales of Assets -$358
Other Income $412
10.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,371
82.2%
Compensation of Officers* $1,646
18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $141,113
Total Liabilities $0
Net Assets $141,113
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $1,646 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$153
Expenses
$11,175
Net Income
-$11,328
Net Assets
$142,656
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,225
Sales of Assets -$3,414
Other Income $36
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,331
74.6%
Compensation of Officers* $2,045
18.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $142,656
Total Liabilities $0
Net Assets $142,656
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $2,045 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,182
Expenses
$9,406
Net Income
$4,776
Net Assets
$154,233
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,893
27.5%
Sales of Assets $10,245
72.2%
Other Income $44
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,575
80.5%
Compensation of Officers* $1,883
20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $154,233
Total Liabilities $0
Net Assets $154,233
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $1,883 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,817
Expenses
$9,613
Net Income
-$4,796
Net Assets
$149,438
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,703
76.9%
Sales of Assets $945
19.6%
Other Income $169
3.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,634
79.4%
Compensation of Officers* $2,000
20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $149,439
Total Liabilities $1
Net Assets $149,438
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $2,000 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,181
Expenses
$9,928
Net Income
$3,253
Net Assets
$154,520
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,911
29.7%
Sales of Assets $9,254
70.2%
Other Income $16
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,611
76.7%
Compensation of Officers* $1,945
19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $154,521
Total Liabilities $1
Net Assets $154,520
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $1,945 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,783
Expenses
$9,373
Net Income
$12,410
Net Assets
$151,273
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,761
17.3%
Sales of Assets $17,863
82.0%
Other Income $159
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,657
81.7%
Compensation of Officers* $1,806
19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $151,273
Total Liabilities $0
Net Assets $151,273
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $1,806 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,130
Expenses
$9,630
Net Income
-$1,500
Net Assets
$138,857
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,642
44.8%
Sales of Assets $4,488
55.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,981
72.5%
Compensation of Officers* $2,000
20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $138,857
Total Liabilities $0
Net Assets $138,857
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $2,000 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$22,372
Expenses
$8,388
Net Income
$13,984
Net Assets
$140,358
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,745
16.7%
Sales of Assets $18,627
83.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,401
76.3%
Compensation of Officers* $1,983
23.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $140,358
Total Liabilities $0
Net Assets $140,358
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $1,983 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,479
Expenses
$6,575
Net Income
-$1,096
Net Assets
$126,375
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,555
64.9%
Sales of Assets $1,805
32.9%
Other Income $119
2.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,657
70.8%
Compensation of Officers* $1,983
30.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $126,375
Total Liabilities $0
Net Assets $126,375
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $1,983 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,601
Expenses
$13,318
Net Income
-$4,717
Net Assets
$127,472
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,217
49.0%
Sales of Assets $4,384
51.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,236
84.4%
Compensation of Officers* $1,981
14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $127,472
Total Liabilities $0
Net Assets $127,472
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $1,981 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,970
Expenses
$9,430
Net Income
$4,540
Net Assets
$133,033
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $3,792
27.1%
Sales of Assets $10,177
72.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,159
75.9%
Compensation of Officers* $1,981
21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $133,033
Total Liabilities $0
Net Assets $133,033
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $1,981 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,150
Expenses
$8,131
Net Income
$5,019
Net Assets
$128,493
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,525
26.8%
Sales of Assets $9,625
73.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,364
78.3%
Compensation of Officers* $1,773
21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $128,493
Total Liabilities $0
Net Assets $128,493

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,319
Expenses
$8,072
Net Income
-$3,753
Net Assets
$123,474
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,191
73.9%
Sales of Assets $1,099
25.4%
Other Income $29
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,354
78.7%
Compensation of Officers* $1,783
22.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $123,475
Total Liabilities $1
Net Assets $123,474

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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