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.
Key facts about Bartlett Marguerite Tua
In short: Bartlett Marguerite Tua gave $5K across 2 grants in 2025 (avg $3K), mostly in California. Source: 2025 IRS Form 990-PF.
- EIN
- 95-6819306
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $5,000
- Grants made (2025)
- 2
- Average grant
- $2,500
- Median grant
- $2,500
- Total assets
- $154,208
- Primary geography
- California (50% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$154K
-3.7% YoY
Annual Giving
$5K
+0.0% YoY
Grant Count
2
+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.
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.
Ready to take the next step with Bartlett Marguerite Tua?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 2 itemized 2025 grant dollars.
States
Cities
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
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF CALIFORNIA Los Angeles, CA | GENERAL SUPPORT | $2,500 |
| UNIVERSIDAD DE GUADALAJARA | GENERAL SUPPORT | $2,500 |
Financial History
Multi-year comparison from IRS filings
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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
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).
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.
Here's the math on researching Bartlett Marguerite Tua by hand.
Explore Open Grants
Browse active grant opportunities in Bartlett Marguerite Tua's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Goldsberry C M Char Tuw
Saint Louis, MO
Assets
$483K
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
The Iscovich Foundation
Santa Barbara, CA
Assets
$21K
Grants
2
Total Given
$11K
Van Castricum Josefa E Tuw
Saint Louis, MO
Assets
$850K
Grants
2
Total Given
$50K
The Carol H and Kevin W Sharer
Denver, CO
Assets
$19.9M
Grants
4
Total Given
$908K
Aoki Foundation
Encino, CA
Assets
—
Grants
4
Total Given
$60K
Iordanis Spyropoulos Foundation
Glen Head, NY
Assets
$1.0M
Grants
4
Total Given
$72K
International Association for the
Denver, CO
Be the multidisciplinary world authority on lung and other thoracic cancers through colllaborative science, education, and advocacy in order to ensure optimal prevention and patient care.
Assets
$35.6M
Grants
6
Total Given
$713K
More Funders in Missouri
Bartlett Marguerite Tua down — hundreds of funders to go?