Bertram D Blaisdell Tua

DALLAS, TX EIN: 91-1863880

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

+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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $96K (100%)

States

Massachusetts

Cities

BostonBrocktonDorchesterEast TauntonFraminghamHansonKingstonLexingtonMedfordNewtonvilleQuincyWalthem

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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.