Bundy Harriet M Est Tr
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
Under IRS private-foundation payout rules, Bundy Harriet M Est Tr reported a distributable amount of $135K for 2025 — the minimum it must pay out in qualifying distributions.
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.
Ready to take the next step with Bundy Harriet M Est Tr?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
Grant Size Distribution
30 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Garden Path Elder Living ($19,786), University of Vermont Medical Center ($19,786), Hartford Hospital ($19,786).
| Recipient | Purpose | Amount |
|---|---|---|
| GARDEN PATH ELDER LIVING BRATTLEBORO, VT | UNRESTRICTED GENERAL | $19,786 |
| UNIVERSITY OF VERMONT MEDICAL CENTER BURLINGTON, VT | UNRESTRICTED GENERAL | $19,786 |
| HARTFORD HOSPITAL HARTFORD, CT | UNRESTRICTED GENERAL | $19,786 |
| ST FRANCIS HOSPITAL HARTFORD, CT | UNRESTRICTED GENERAL | $19,786 |
| WADSWORTH ATHENEUM HARTFORD, CT | UNRESTRICTED GENERAL | $19,786 |
| LOCAL CHURCH MINISTRIES CLEVELAND, OH | UNRESTRICTED GENERAL | $19,786 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $37,936 |
Frequently Asked Questions
How large is Bundy Harriet M Est Tr?
As of 2025, Bundy Harriet M Est Tr holds $2.3M in total assets with $238K in annual revenue. It awarded 6 grants totaling $119K in 2025.
Where does Bundy Harriet M Est Tr operate?
Bundy Harriet M Est Tr has awarded grants in Connecticut, Ohio, Vermont.
What size grants does Bundy Harriet M Est Tr award?
In 2025, Bundy Harriet M Est Tr awarded 6 grants totaling $119K — an average of about $20K per grant, based on its IRS Form 990 filings.
How much is Bundy Harriet M Est Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Bundy Harriet M Est Tr reported a distributable amount of $135K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bundy Harriet M Est Tr's EIN?
Bundy Harriet M Est Tr's EIN (Employer Identification Number) is 06-6027468. IRS Form 990 filing data is available on this page for 2021–2025.
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Browse active grant opportunities in Bundy Harriet M Est Tr's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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