Barton Charlotte R Trust Uw
Barton Charlotte R Trust Uw is a private foundation, based in PITTSBURGH, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $384K in total assets. In 2024, it awarded 2 grants totaling $18K. Net investment income was $20K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$384K
-0.2% YoY
Annual Giving
$18K
-1.5% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$9K
-1.5% YoY
Under IRS private-foundation payout rules, Barton Charlotte R Trust Uw reported a distributable amount of $22K for 2024 — the minimum it must pay out in qualifying distributions.
About Barton Charlotte R Trust Uw
Based on IRS filings
Barton Charlotte R Trust Uw is a private foundation, based in PITTSBURGH, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $384K in total assets. In 2024, it awarded 2 grants totaling $18K. Net investment income was $20K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $384,335 | $385,133 | $404,408 |
| Revenue | $24,774 | $6,512 | $39,052 |
| Expenses | $25,576 | $25,771 | $32,009 |
| Qualifying Distributions | $21,073 | $21,094 | $26,901 |
| Net Investment Income | $19,874 | $3,083 | $34,611 |
| Distributable Amount | $21,553 | $20,001 | $20,541 |
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 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Lutheran Home at Germantown ($13,222), Evan Luth Chur of the Trini ($4,849).
| Recipient | Purpose | Amount |
|---|---|---|
| LUTHERAN HOME AT GERMANTOWN PLYMOUTH MEETING, PA | GENERAL OPERATING | $13,222 |
| EVAN LUTH CHUR OF THE TRINI PHILADELPHIA, PA | GENERAL OPERATING | $4,849 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BNY MELLON N A | TRUSTEE | 1 | $7,505 |
Frequently Asked Questions
How large is Barton Charlotte R Trust Uw?
As of 2024, Barton Charlotte R Trust Uw holds $384K in total assets with $25K in annual revenue. It awarded 2 grants totaling $18K in 2024.
Where does Barton Charlotte R Trust Uw operate?
Barton Charlotte R Trust Uw has awarded grants in Pennsylvania.
What size grants does Barton Charlotte R Trust Uw award?
In 2024, Barton Charlotte R Trust Uw awarded 2 grants totaling $18K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is Barton Charlotte R Trust Uw required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Barton Charlotte R Trust Uw reported a distributable amount of $22K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Barton Charlotte R Trust Uw's EIN?
Barton Charlotte R Trust Uw's EIN (Employer Identification Number) is 23-6272160. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.