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.
Bundy Harriet M Est Tr at a glance
In short: Bundy Harriet M Est Tr gave $119K across 6 grants in 2025 (avg $20K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $118,716
- +11.4% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $19,786
- +11.4% vs 2024
- Median grant
- $19,786
- Total assets
- $2,290,421
- +2.5% vs 2024
- Primary geography
- Connecticut (50% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Bundy Harriet M Est Tr funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Garden Path Elder Living ($20K). Together the top 6 received $119K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 30 grants of 30 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How Bundy Harriet M Est Tr gives
- Giving held roughly steady from 2022 to 2025 (−15%). Method
- In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $94K (2023) to $140K (2022). In 2025 it made 6 grants totaling $119K.
Grants by year
Grant recipients and amounts by year
| 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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,290,421 | $238,168 | $162,220 | $118,716 | 6 | $134,390 | $208,888 | $135,288 |
| 2024 | $2,235,464 | $77,108 | $145,545 | $106,524 | 6 | $120,922 | $45,861 | $126,000 |
| 2023 | $2,260,065 | $-44,422 | $145,392 | $94,392 | 6 | $111,720 | $25,446 | $118,655 |
| 2022 | $2,419,560 | $490,181 | $184,437 | $140,208 | 6 | $156,167 | $461,276 | $132,717 |
| 2021 | $2,417,560 | $190,821 | $142,460 | $99,774 | 6 | — | $166,494 | $132,609 |
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.
Leadership & Key People
Officers and directors from IRS filings
Bundy Harriet M Est Tr's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$37K (2022) → $38K (2025)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $38K, to Bank of America (Trustee).
Frequently asked questions about Bundy Harriet M Est Tr
How much does Bundy Harriet M Est Tr give each year?
Bundy Harriet M Est Tr gave $119K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $107K across 6 grants.
What is Bundy Harriet M Est Tr's typical grant size?
Bundy Harriet M Est Tr's median grant in 2025 was $19,786, and its average grant was $19,786, across 6 grants on its 2025 IRS Form 990-PF.
Where does Bundy Harriet M Est Tr give grants?
Bundy Harriet M Est Tr gives mostly in Connecticut: 50% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Vermont (33%) and Ohio (17%). The most frequent recipient cities were Hartford, CT (3 grants).
Does Bundy Harriet M Est Tr give general operating support?
Yes: 100% of Bundy Harriet M Est Tr's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Bundy Harriet M Est Tr's largest grantees?
Bundy Harriet M Est Tr's largest 2025 grantees include Garden Path Elder Living ($19,786), University of Vermont Medical Center ($19,786) and Hartford Hospital ($19,786), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.
How large is Bundy Harriet M Est Tr?
Bundy Harriet M Est Tr reported $2.3M in total assets on its 2025 IRS Form 990-PF. It paid out $134K in qualifying distributions that year, against a required minimum of $135K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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