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

3

+50.0% YoY

Avg Grant Size

$13K

-33.3% YoY

About Florian O Bartlett Trust

Based on IRS filings

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

BostonChelseaDorchesterLawrenceMattapanNorthamptonRoxburyWoburn

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$46K$92K$138K$184K20212022202320242025
Metric202520242023
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

$0$11K$23K$34K$45K3 grants20213 grants20223 grants20232 grants20243 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

EVKIDS INC$15KFOUND IN TRANSLATION$15KMASSACHUSETTS FDN FOR TH…$10K

Grant Size Distribution

14 grants across all recorded years

14<$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$15K

From 2025 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$15,208

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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