Florian O Bartlett Trust

DALLAS, TX EIN: 04-6008674

Florian O Bartlett Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $895K in total assets. In 2025, it awarded 3 grants totaling $40K. Net investment income was $72K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$895K

+2.9% YoY

Annual Giving

$40K

+0.0% YoY

Grant Count

+50.0% YoY

Avg Grant Size

$13K

-33.3% YoY

Under IRS private-foundation payout rules, Florian O Bartlett Trust reported a distributable amount of $53K for 2025 — the minimum it must pay out in qualifying distributions.

About Florian O Bartlett Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $201K (100%)

States

Massachusetts

Cities

BostonChelseaDorchesterLawrenceMattapanNorthamptonRoxburyWoburn

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$895,139	$869,864	$868,367
Revenue	$84,432	$32,135	$-983
Expenses	$60,916	$58,889	$61,413
Qualifying Distributions	$49,334	$48,629	$48,128
Net Investment Income	$72,344	$19,648	$10,167
Distributable Amount	$52,812	$49,634	$46,282

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Grant Size Distribution

14 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Evkids Inc ($15,000), Found in Translation ($15,000), Massachusetts Fdn for the Humanities ($10,000).

Recipient	Purpose	Amount
EVKIDS INC DORCHESTER, MA	UNRESTRICTED GENERAL	$15,000
MASSACHUSETTS FDN FOR THE HUMANITIES NORTHAMPTON, MA	UNRESTRICTED GENERAL	$10,000
FOUND IN TRANSLATION DORCHESTER, MA	UNRESTRICTED GENERAL	$15,000

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	$15,208

Frequently Asked Questions

How large is Florian O Bartlett Trust?

As of 2025, Florian O Bartlett Trust holds $895K in total assets with $84K in annual revenue. It awarded 3 grants totaling $40K in 2025.

Where does Florian O Bartlett Trust operate?

Florian O Bartlett Trust has awarded grants in Massachusetts.

What size grants does Florian O Bartlett Trust award?

In 2025, Florian O Bartlett Trust awarded 3 grants totaling $40K — an average of about $13K per grant, based on its IRS Form 990 filings.

How much is Florian O Bartlett Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Florian O Bartlett Trust reported a distributable amount of $53K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.