Bertram D Blaisdell Tua
Bertram D Blaisdell Tua is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $408K in total assets. In 2024, it awarded 6 grants totaling $20K. Net investment income was $38K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$408K
+3.6% YoY
Annual Giving
$20K
+4.4% YoY
Grant Count
6
+100.0% YoY
Avg Grant Size
$3K
-47.8% YoY
Under IRS private-foundation payout rules, Bertram D Blaisdell Tua reported a distributable amount of $24K for 2024 — the minimum it must pay out in qualifying distributions.
About Bertram D Blaisdell Tua
Based on IRS filings
Bertram D Blaisdell Tua is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $408K in total assets. In 2024, it awarded 6 grants totaling $20K. Net investment income was $38K.
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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 | $407,921 | $393,812 | $406,579 |
| Revenue | $44,461 | $15,521 | $-9,617 |
| Expenses | $29,936 | $28,136 | $32,489 |
| Qualifying Distributions | $23,651 | $22,547 | $24,886 |
| Net Investment Income | $37,961 | $8,607 | $3,061 |
| Distributable Amount | $23,653 | $21,742 | $22,459 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
19 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include South Shore Forest Closet Inc ($8,125), Hanson Community Christmas Inc ($2,500), Kitty Connection Inc ($2,500).
| Recipient | Purpose | Amount |
|---|---|---|
| HANSON COMMUNITY CHRISTMAS INC HANSON, MA | UNRESTRICTED GENERAL | $2,500 |
| KITTY CONNECTION INC MEDFORD, MA | UNRESTRICTED GENERAL | $2,500 |
| BOSTON CITY SINGERS DORCHESTER, MA | UNRESTRICTED GENERAL | $1,875 |
| MEDFORD COMMUNITY CHARALE INC MEDFORD, MA | UNRESTRICTED GENERAL | $2,500 |
| SOUTH SHORE FOREST CLOSET INC KINGSTON, MA | UNRESTRICTED GENERAL | $8,125 |
| THE MIDAS COLLABORATIVE BOSTON, MA | UNRESTRICTED GENERAL | $2,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $7,790 |
Frequently Asked Questions
How large is Bertram D Blaisdell Tua?
As of 2024, Bertram D Blaisdell Tua holds $408K in total assets with $44K in annual revenue. It awarded 6 grants totaling $20K in 2024.
Where does Bertram D Blaisdell Tua operate?
Bertram D Blaisdell Tua has awarded grants in Massachusetts.
What size grants does Bertram D Blaisdell Tua award?
In 2024, Bertram D Blaisdell Tua awarded 6 grants totaling $20K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Bertram D Blaisdell Tua required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bertram D Blaisdell Tua reported a distributable amount of $24K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bertram D Blaisdell Tua's EIN?
Bertram D Blaisdell Tua's EIN (Employer Identification Number) is 91-1863880. 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.