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 2025. As of 2025, the organization holds $171K in total assets. In 2025, it awarded 4 grants totaling $22K. Net investment income was $30K.
Alice Sheldon Barton Trust at a glance
In short: Alice Sheldon Barton Trust gave $22K across 4 grants in 2025 (avg $5K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $21,600
- +1.4% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $5,400
- +1.4% vs 2024
- Median grant
- $3,600
- Total assets
- $170,821
- +2.6% vs 2024
- Primary geography
- Connecticut (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Alice Sheldon Barton Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was West Suffield Congregational Church ($11K). Together the top 4 received $22K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Alice Sheldon Barton Trust gives
- Giving held roughly steady from 2022 to 2025 (+4%). Method
- In 2025 it paid out 80% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $18K (2020) to $22K (2025). In 2025 it made 4 grants totaling $22K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| West Suffield Congregational Church West Suffield, CT | Charitable Contribution | $10,800 |
| Suffield Comunity Aid Association Suffield, CT | Charitable Contribution | $3,600 |
| Suffield Historical Society Suffield, CT | Charitable Contribution | $3,600 |
| Suffield Volunteer Ambulance Association Suffield, CT | Charitable Contribution | $3,600 |
Ready to take the next step with Alice Sheldon Barton Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $170,821 | $34,318 | $29,883 | $21,600 | 4 | $25,741 | $30,176 | $32,136 |
| 2024 | $166,477 | $23,193 | $30,785 | $21,300 | 4 | $25,583 | $18,909 | $30,807 |
| 2023 | $174,068 | $21,747 | $28,265 | $21,000 | 4 | $24,632 | $18,095 | $27,795 |
| 2022 | $177,700 | $29,896 | $27,966 | $20,700 | 4 | $24,198 | $26,128 | $28,152 |
| 2021 | $175,770 | $9,848 | $26,013 | $19,350 | 4 | — | $6,447 | $26,803 |
| 2020 | $191,935 | $-760 | $23,767 | $17,910 | 4 | — | $6,932 | $22,938 |
Under IRS private-foundation payout rules, Alice Sheldon Barton Trust reported a distributable amount of $32K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Alice Sheldon Barton Trust is led by Kevin McCann Kahan Kerensky Caposse, Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2025 filing
Kevin McCann Kahan Kerensky Caposse
Trustee
On filings since 2020
1 hr/week
$6K (2020) → $8K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $8K, to Kevin McCann Kahan Kerensky Caposse (Trustee).
Frequently asked questions about Alice Sheldon Barton Trust
How much does Alice Sheldon Barton Trust give each year?
Alice Sheldon Barton Trust gave $22K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $21K across 4 grants.
What is Alice Sheldon Barton Trust's typical grant size?
Alice Sheldon Barton Trust's median grant in 2025 was $3,600, and its average grant was $5,400, across 4 grants on its 2025 IRS Form 990-PF.
Where does Alice Sheldon Barton Trust give grants?
Alice Sheldon Barton Trust gives mostly in Connecticut: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Suffield, CT (3 grants).
How large is Alice Sheldon Barton Trust?
Alice Sheldon Barton Trust reported $171K in total assets on its 2025 IRS Form 990-PF. It paid out $26K in qualifying distributions that year, against a required minimum of $32K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 16, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 24, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 30, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 22, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 4, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 10, 2026)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in Alice Sheldon Barton Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Connecticut
Spencers Uw Dr King House
Dallas, TX
Assets
$199K
Grants
1
Total Given
$8K
American Savings Foundation Inc
New Britain, CT
The foundation funds education, human services, and arts and culture, especially programs serving children, youth, and families, with a primary focus on New Britain and Waterbury and grants across 64 Connecticut towns. In 2025, its grants ranged from $238 to $150,000, with a median of $1,750; it also offers Community Grants of up to $5,000.
Assets
$107.0M
Grants
613
Total Given
$3.4M
Hartford Foundation for Public Giving
Hartford, CT
The Greater Hartford Gives Foundation funds nonprofits, agencies, and scholarships, with priorities including equity, social and economic mobility, community wellbeing, civic engagement, and arts and culture. Its 2024 itemized grants had a median of about $21,600, with awards ranging from about $5,000 to $2.48 million, and it primarily serves 29 towns in Greater Hartford. It offers annual, priority-aligned grant opportunities; the profile does not state whether it accepts unsolicited requests.
Assets
$1.2B
Grants
613
Total Given
$52.0M
Eversource Energy Foundation Inc
Hartford, CT
The Eversource Energy Foundation funds U.S. 501(c)(3) nonprofits working on basic needs, education, environmental stewardship, community engagement, and economic or workforce development. It gives in Eversource’s service territory in Connecticut, Massachusetts, and New Hampshire; its 2024 median grant was $2,000, though awards ranged from $250 to $700,000.
Assets
$12.5M
Grants
606
Total Given
$6.2M
The Community Foundation for Greater New Haven
New Haven, CT
The Community Foundation for Greater New Haven supports nonprofits working in civic vitality, arts and culture, health, and education across its 20-town Greater New Haven service area. Its 2024 grants had a median of $15,000, though amounts varied widely; it offers competitive, online application-based programs, but whether it accepts unsolicited requests is not stated.
Assets
$627.4M
Grants
505
Total Given
$23.4M
Women's Business Development Council Inc
Stamford, CT
Women’s Business Development Council funds defined business projects for eligible Connecticut women-owned small businesses, as well as grants and support for qualified child care businesses. Recent grants ranged from $5,100 to $41,705, with a median of $10,000; listed programs offer awards from $2,500 up to $25,000. It serves applicants across Connecticut, and the profile describes program applications but does not state whether unsolicited requests are accepted.
Assets
$12.9M
Grants
188
Total Given
$2.3M
More similar funders
More Funders in Connecticut
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Alice Sheldon Barton Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Alice Sheldon Barton Trust down — hundreds of funders to go?