Florian O Bartlett Trust
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
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
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
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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.
What is Florian O Bartlett Trust's EIN?
Florian O Bartlett Trust's EIN (Employer Identification Number) is 04-6008674. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Florian O Bartlett Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.