Bundy Harriet M Est Tr

DALLAS, TX EIN: 06-6027468

Bundy Harriet M Est Tr is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.3M in total assets. In 2025, it awarded 6 grants totaling $119K. Net investment income was $209K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.3M

+2.5% YoY

Annual Giving

$119K

+11.4% YoY

Grant Count

6

+0.0% YoY

Avg Grant Size

$20K

+11.4% YoY

About Bundy Harriet M Est Tr

Based on IRS filings

Bundy Harriet M Est Tr is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.3M in total assets. In 2025, it awarded 6 grants totaling $119K. Net investment income was $209K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

BrattleboroBurlingtonClevelandHartford

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$135K$270K$404K$539K20212022202320242025
Metric202520242023
Total Assets$2,290,421$2,235,464$2,260,065
Revenue$238,168$77,108$-44,422
Expenses$162,220$145,545$145,392
Qualifying Distributions$134,390$120,922$111,720
Net Investment Income$208,888$45,861$25,446
Distributable Amount$135,288$126,000$118,655

Giving Over Time

Total grant dollars and number of grants per year

$0$35K$70K$105K$140K6 grants20216 grants20226 grants20236 grants20246 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

GARDEN PATH ELDER LIVING$20KUNIVERSITY OF VERMONT ME…$20KHARTFORD HOSPITAL$20KST FRANCIS HOSPITAL$20KWADSWORTH ATHENEUM$20KLOCAL CHURCH MINISTRIES$20K

Grant Size Distribution

30 grants across all recorded years

30<$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 2025 IRS filing

BANK OF AMERICATRUSTEE$38K

From 2025 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$37,936

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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