Bartlett Marguerite Tua
Bartlett Marguerite Tua is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $154K in total assets. In 2025, it awarded 2 grants totaling $5K. Net investment income was $3K.
Bartlett Marguerite Tua at a glance
In short: Bartlett Marguerite Tua gave $5K across 2 grants in 2025 (avg $3K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $5,000
- +0.0% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $2,500
- +0.0% vs 2024
- Median grant
- $2,500
- Total assets
- $154,208
- -3.7% vs 2024
- Primary geography
- California (50% 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 Bartlett Marguerite Tua funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was University of California ($3K). Together the top 2 received $5K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Bartlett Marguerite Tua gives
- Giving fell 60% from 2022 to 2025. Method
- In 2025 it paid out 82% 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 $5K (2024) to $12K (2022). In 2025 it made 2 grants totaling $5K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of California Los Angeles, CA | General Support | $2,500 |
| Universidad De Guadalajara | General Support | $2,500 |
Ready to take the next step with Bartlett Marguerite Tua?
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 | $154,208 | $4,915 | $10,840 | $5,000 | 2 | $7,794 | $2,570 | $9,527 |
| 2024 | $160,135 | $8,326 | $10,672 | $5,000 | 2 | $7,822 | $5,609 | $8,814 |
| 2023 | $162,484 | $7,639 | $13,575 | $7,375 | 2 | $10,951 | $4,657 | $8,566 |
| 2022 | $168,388 | $3,660 | $19,329 | $12,375 | 2 | $13,685 | — | $13,897 |
| 2021 | $180,253 | $28,005 | $17,234 | $12,375 | 2 | — | $24,894 | $9,896 |
| 2020 | $169,666 | $30,132 | $16,775 | $10,250 | 2 | — | $27,077 | $9,122 |
Under IRS private-foundation payout rules, Bartlett Marguerite Tua reported a distributable amount of $10K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bartlett Marguerite Tua's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2020
1 hr/week
$3K (2020) → $3K (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 $3K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Bartlett Marguerite Tua
How much does Bartlett Marguerite Tua give each year?
Bartlett Marguerite Tua gave $5K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 2 grants.
How large is Bartlett Marguerite Tua?
Bartlett Marguerite Tua reported $154K in total assets on its 2025 IRS Form 990-PF. It paid out $8K in qualifying distributions that year, against a required minimum of $10K (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.
Where does Bartlett Marguerite Tua operate?
Bartlett Marguerite Tua has awarded grants in California.
What is Bartlett Marguerite Tua's EIN?
Bartlett Marguerite Tua's EIN (Employer Identification Number) is 95-6819306. 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
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Other open foundation grants in Missouri
Missouri Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Bartlett Marguerite Tua's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Goldsberry C M Char Tuw
Saint Louis, MO
Assets
$466K
Grants
1
Total Given
$30K
The Nancy & Miles Rubin Foundation
Long Beach, CA
Assets
—
Grants
1
Total Given
$4K
Emily G Plumb Charitable Trust
Chicago, IL
Assets
$38.1M
Grants
1
Total Given
$2.7M
The Berkeley International Institute
San Francisco, CA
Assets
$833
Grants
1
Total Given
$20K
IAS
Washington, DC
To provide critical platforms for presenting new research, sharing best practices and advancing the fight against aids and promoting dialogue, education and networking to help close gaps in knowledge and expertise at every level of the response to aids.
Assets
$8.3M
Grants
0
Total Given
$214K
Foic Charity
Las Vegas, NV
Assets
$12.8M
Grants
1
Total Given
$60K
More similar funders
More Funders in Missouri
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Bartlett Marguerite Tua'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.
Bartlett Marguerite Tua down — hundreds of funders to go?