Alice Sheldon Barton Trust
Alice Sheldon Barton Trust is a private foundation, based in VERNON ROCKVILLE, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $166K in total assets. In 2024, it awarded 4 grants totaling $21K. Net investment income was $19K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$166K
-4.4% YoY
Annual Giving
$21K
+1.4% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$5K
+1.4% YoY
About Alice Sheldon Barton Trust
Based on IRS filings
Alice Sheldon Barton Trust is a private foundation, based in VERNON ROCKVILLE, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $166K in total assets. In 2024, it awarded 4 grants totaling $21K. Net investment income was $19K.
Ready to take the next step with Alice Sheldon Barton Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $166,477 | $174,068 | $177,700 |
| Revenue | $23,193 | $21,747 | $29,896 |
| Expenses | $30,785 | $28,265 | $27,966 |
| Qualifying Distributions | $25,583 | $24,632 | $24,198 |
| Net Investment Income | $18,909 | $18,095 | $26,128 |
| Distributable Amount | $30,807 | $27,795 | $28,152 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Kevin McCann Kahan Kerensky Caposse | Trustee | 1 | $8,567 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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