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
Under IRS private-foundation payout rules, Alice Sheldon Barton Trust reported a distributable amount of $31K for 2024 — the minimum it must pay out in qualifying distributions.
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.
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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
Among its reported 2024 grants, the largest include West Suffield Congregational Church ($10,650), Suffield Community Aid Association ($3,550), Suffield Historical Society ($3,550).
| Recipient | Purpose | Amount |
|---|---|---|
| Suffield Community Aid Association Suffield, CT | Charitable Contribution | $3,550 |
| Suffield Historical Society Suffield, CT | Charitable Contribution | $3,550 |
| Suffield Volunteer Ambulance Association Suffield, CT | Charitable Contribution | $3,550 |
| West Suffield Congregational Church West Suffield, CT | Charitable Contribution | $10,650 |
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 |
Frequently Asked Questions
How large is Alice Sheldon Barton Trust?
As of 2024, Alice Sheldon Barton Trust holds $166K in total assets with $23K in annual revenue. It awarded 4 grants totaling $21K in 2024.
Where does Alice Sheldon Barton Trust operate?
Alice Sheldon Barton Trust has awarded grants in Connecticut.
What size grants does Alice Sheldon Barton Trust award?
In 2024, Alice Sheldon Barton Trust awarded 4 grants totaling $21K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Alice Sheldon Barton Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Alice Sheldon Barton Trust reported a distributable amount of $31K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Alice Sheldon Barton Trust's EIN?
Alice Sheldon Barton Trust's EIN (Employer Identification Number) is 06-6250029. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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