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

6

+100.0% YoY

Avg Grant Size

$3K

-47.8% YoY

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

1states

Cities

BostonBrocktonDorchesterEast TauntonFraminghamHansonKingstonLexingtonMedfordNewtonvilleQuincyWalthem

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$26K$53K$79K$105K20202021202220232024
Metric202420232022
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

$0$5K$11K$16K$22K3 grants20203 grants20214 grants20223 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

SOUTH SHORE FOREST CLOSE…$8KHANSON COMMUNITY CHRISTM…$3KKITTY CONNECTION INC$3KMEDFORD COMMUNITY CHARAL…$3KTHE MIDAS COLLABORATIVE$3KBOSTON CITY SINGERS$2K

Grant Size Distribution

19 grants across all recorded years

19<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$8K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$7,790

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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