Bartlett Memorial Fund for the Needy Trust

HONESDALE, PA EIN: 16-6179723

Bartlett Memorial Fund for the Needy Trust is a private foundation, based in HONESDALE, PA. IRS filing data is available from 2020 through 2021. In 2021, it awarded 2 grants totaling $35K.

Financial Overview

From 2021 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$35K

+1677.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$18K

+1677.5% YoY

Under IRS private-foundation payout rules, Bartlett Memorial Fund for the Needy Trust reported a distributable amount of $2K for 2021 — the minimum it must pay out in qualifying distributions.

About Bartlett Memorial Fund for the Needy Trust

Based on IRS filings

Bartlett Memorial Fund for the Needy Trust is a private foundation, based in HONESDALE, PA. IRS filing data is available from 2020 through 2021. In 2021, it awarded 2 grants totaling $35K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $37K (100%)

States

New York

Cities

DelhiWalton

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2021	2020
Total Assets	—	$37,201
Revenue	$20	$252
Expenses	$37,220	$2,639
Qualifying Distributions	$35,626	—
Net Investment Income	—	$252
Distributable Amount	$1,812	$1,887

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 2021

Grant Size Distribution

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2021 grants, the largest include Uhs Delaware Valley Hospital ($17,588), O'connor Hospital ($17,588).

Recipient	Purpose	Amount
UHS DELAWARE VALLEY HOSPITAL WALTON, NY	MEDICAL CARE OF POOR &	$17,588
O'CONNOR HOSPITAL DELHI, NY	MEDICAL CARE OF POOR &	$17,588

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2021 IRS filing

No officer/director data available.

Frequently Asked Questions

Where does Bartlett Memorial Fund for the Needy Trust operate?

Bartlett Memorial Fund for the Needy Trust has awarded grants in New York.

What size grants does Bartlett Memorial Fund for the Needy Trust award?

In 2021, Bartlett Memorial Fund for the Needy Trust awarded 2 grants totaling $35K — an average of about $18K per grant, based on its IRS Form 990 filings.

How much is Bartlett Memorial Fund for the Needy Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2021, Bartlett Memorial Fund for the Needy Trust reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Bartlett Memorial Fund for the Needy Trust's EIN?

Bartlett Memorial Fund for the Needy Trust's EIN (Employer Identification Number) is 16-6179723. IRS Form 990 filing data is available on this page for 2020–2021.