Bartlett Marguerite Tua

SAINT LOUIS, MO EIN: 95-6819306

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.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$154K

-3.7% YoY

Annual Giving

$5K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$3K

+0.0% YoY

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.

About Bartlett Marguerite Tua

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $20K (100%)

States

California

Cities

Los Angeles

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$154,208	$160,135	$162,484
Revenue	$4,915	$8,326	$7,639
Expenses	$10,840	$10,672	$13,575
Qualifying Distributions	$7,794	$7,822	$10,951
Net Investment Income	$2,570	$5,609	$4,657
Distributable Amount	$9,527	$8,814	$8,566

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include University of California ($2,500), Universidad De Guadalajara ($2,500).

Recipient	Purpose	Amount
UNIVERSITY OF CALIFORNIA LOS ANGELES, CA	GENERAL SUPPORT	$2,500
UNIVERSIDAD DE GUADALAJARA	GENERAL SUPPORT	$2,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$3,006

Frequently Asked Questions

How large is Bartlett Marguerite Tua?

As of 2025, Bartlett Marguerite Tua holds $154K in total assets with $5K in annual revenue. It awarded 2 grants totaling $5K in 2025.

Where does Bartlett Marguerite Tua operate?

Bartlett Marguerite Tua has awarded grants in California.

What size grants does Bartlett Marguerite Tua award?

In 2025, Bartlett Marguerite Tua awarded 2 grants totaling $5K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Bartlett Marguerite Tua required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Bartlett Marguerite Tua reported a distributable amount of $10K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.