Bialis Charitable Trust
EIN 770472102Total Given 2018–2024
$1.4M
48 grants · $193K avg/year
based on 7 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$15K
typical small grants · $5K–$25K
grant size
22%
balanced · 8/37 multi-year
repeat
$6.7M
Assets (2024)
37
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(805) 452-7830
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $225K | $5.5M | $108K | 7 |
| 2019 | N/A | $5.7M | $103K | N/A |
| 2020 | $265K | $5.8M | $218K | 8 |
| 2021 | $325K | $7.4M | $513K | 12 |
| 2022 | $261K | $6.8M | $1.9M | 12 |
| 2024 | $277K | $6.7M | $282K | 9 |
Grant Size Distribution
Based on 48 grants on record
Minimum
$263
25th Pctl
$5K
Median
$15K
Average
$28K
75th Pctl
$25K
Maximum
$155K
Geographic Distribution
Officers & Directors
GB
Gary C Bialis
6+ yrs
Trustee
GB
Gary C Bialis
6+ yrs
Trustee
GB
Gary C Bialis
6+ yrs
Trustee
GB
Gary C Bialis
6+ yrs
Trustee
GB
Gary C Bialis
6+ yrs
Trustee
GB
Gary C Bialis
6+ yrs
Trustee
Grants Awarded (48 total)
| Purpose | ||||
|---|---|---|---|---|
| Schwab Charitable Fund | Orlando, FL | $155,000 | QUALIFIED CHARITABLE EXEMPT PURPOSE | 2020 |
| La Jewish Community Foundation | Los Angeles, CA | $150,000 | QUALIFIED CHARITABLE EXEMPT PURPOSE | 2018 |
| La Jewish Community Foundation | Los Angeles, CA | $136,000 | QUALIFIED DONOR ADVISED FUND | 2021 |
| Combined Jewish Philanthropies | Boston, MA | $108,000 | QUALIFIED CHARITABLE EXEMPT PURPOSE | 2022 |
| Schwab Charitable Foundation | Orlando, FL | $100,000 | DONOR ADVISED FUND | 2024 |
| Jazz Hands for Autism | Culver City, CA | $75,000 | GENERAL SUPPORT | 2024 |
| Schwab Charitable Fund | Orlando, FL | $50,000 | QUALIFIED DONOR ADVISED FUND | 2021 |
| Congregation B'Nai B'Rith | Santa Barbara, CA | $40,179 | QUALIFIED CHARITABLE EXEMPT PURPOSE | 2018 |
| Tucson Jewish Free Loan | Tucson, AZ | $37,500 | GENERAL SUPPORT | 2024 |
| The Kitchen Sf | San Francisco, CA | $36,000 | QUALIFIED CHARITABLE EXEMPT PURPOSE | 2022 |
| Action for Post-Soviet Jewry Inc | Waltham, MA | $36,000 | QUALIFIED CHARITABLE EXEMPT PURPOSE | 2022 |
| Jewish Family Service | San Diego, CA | $25,000 | QUALIFIED CHARITABLE EXEMPT PURPOSE | 2020 |
| Voices for Children | San Diego, CA | $25,000 | QUALIFIED CHARITABLE EXEMPT PURPOSE | 2020 |
| Association of American Indian Physicians | Oklahoma City, OK | $25,000 | QUALIFIED CHARITABLE EXEMPT PURPOSE | 2021 |
| El Camino Homeless Organization | Atascadero, CA | $25,000 | QUALIFIED CHARITABLE EXEMPT PURPOSE | 2021 |
| Association of American Indian Physicians | Oklahoma City, OK | $25,000 | GENERAL SUPPORT | 2024 |
| Teach for America | Oxford, MS | $25,000 | QUALIFIED CHARITABLE EXEMPT PURPOSE | 2022 |
| Interfaith Initiative of Santa Barbara | Santa Barbara, CA | $20,000 | QUALIFIED CHARITABLE EXEMPT PURPOSE | 2020 |
| Shul of Montecito and Santa Barbara | Santa Barbara, CA | $19,000 | QUALIFIED CHARITABLE EXEMPT PURPOSE | 2021 |
| Lucile Packard Fdn for Children'S Health | Palo Alto, CA | $18,000 | QUALIFIED CHARITABLE EXEMPT PURPOSE | 2021 |
| Temple Emanu-El | Atlanta, GA | $18,000 | GENERAL SUPPORT | 2024 |
| Community Shul of Montecito and Santa Barbara | Santa Barbara, CA | $18,000 | QUALIFIED CHARITABLE EXEMPT PURPOSE | 2022 |
| Interfaith Initiative of Santa Barbara | Santa Barbara, CA | $17,002 | QUALIFIED CHARITABLE EXEMPT PURPOSE | 2018 |
| Isla Vista Youth Projects | Goleta, CA | $15,500 | QUALIFIED CHARITABLE EXEMPT PURPOSE | 2021 |
| El Camino Homeless Organization | Atascadero, CA | $15,000 | QUALIFIED CHARITABLE EXEMPT PURPOSE | 2020 |