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.
Florian O Bartlett Trust at a glance
In short: Florian O Bartlett Trust gave $40K across 3 grants in 2025 (avg $13K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $40,000
- +0.0% vs 2024
- Grants made (2025)
- 3
- +50.0% vs 2024
- Average grant
- $13,333
- -33.3% vs 2024
- Median grant
- $15,000
- Total assets
- $895,139
- +2.9% vs 2024
- Primary geography
- Massachusetts (100% 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 Florian O Bartlett Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Evkids Inc ($15K). Together the top 3 received $40K.
Grant Size Distribution
14 grants across all recorded years
The most common grant size was under $50K: 14 grants of 14 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Florian O Bartlett Trust gives
- Giving held roughly steady from 2022 to 2025 (−11%). Method
- In 2025 it paid out 93% 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 $36K (2021) to $45K (2022). In 2025 it made 3 grants totaling $40K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Evkids Inc Dorchester, MA | Unrestricted General | $15,000 |
| Found in Translation Dorchester, MA | Unrestricted General | $15,000 |
| Massachusetts Fdn for the Humanities Northampton, MA | Unrestricted General | $10,000 |
Ready to take the next step with Florian O Bartlett Trust?
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 | $895,139 | $84,432 | $60,916 | $40,000 | 3 | $49,334 | $72,344 | $52,812 |
| 2024 | $869,864 | $32,135 | $58,889 | $40,000 | 2 | $48,629 | $19,648 | $49,634 |
| 2023 | $868,367 | $-983 | $61,413 | $40,000 | 3 | $48,128 | $10,167 | $46,282 |
| 2022 | $913,316 | $167,088 | $65,798 | $45,000 | 3 | $54,367 | $155,037 | $49,300 |
| 2021 | $961,158 | $66,123 | $58,070 | $36,000 | 3 | — | $55,242 | $54,120 |
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.
Leadership & Key People
Officers and directors from IRS filings
Florian O Bartlett Trust'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
$15K (2022) → $15K (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 $15K, to Bank of America (Trustee).
Frequently asked questions about Florian O Bartlett Trust
How much does Florian O Bartlett Trust give each year?
Florian O Bartlett Trust gave $40K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $40K across 2 grants.
What is Florian O Bartlett Trust's typical grant size?
Florian O Bartlett Trust's median grant in 2025 was $15,000, and its average grant was $13,333, across 3 grants on its 2025 IRS Form 990-PF.
Where does Florian O Bartlett Trust give grants?
Florian O Bartlett Trust gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Dorchester, MA (2 grants).
Does Florian O Bartlett Trust give general operating support?
Yes: 100% of Florian O Bartlett Trust's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Florian O Bartlett Trust?
Florian O Bartlett Trust reported $895K in total assets on its 2025 IRS Form 990-PF. It paid out $49K in qualifying distributions that year, against a required minimum of $53K (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 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.
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
Explore Open Grants
Browse active grant opportunities in Florian O Bartlett Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Cummings Foundation Grants Inc (FKA Oneworld Boston Inc)
Woburn, MA
Cummings Foundation Grants Inc. funds nonprofits working in human services, education, healthcare, fairness and justice, and the environment, primarily in greater Boston and eastern Massachusetts. Its 2024 grants ranged from $1,000 to $3.5 million, with a median of $35,000; it accepts letters of inquiry through an online portal during its application cycle, which was not open at the time described.
Assets
$258.2M
Grants
658
Total Given
$38.2M
Rockland Trust - East Boston Savings Bank Foundation Inc
Rockland, MA
The foundation’s final 2022 filing reported grants for housing, education, community development, and services for disadvantaged people, mainly benefiting communities in and around East Boston, Massachusetts. It made 43 grants totaling $178,500, typically around $5,000 (range: $1,000–$10,000), but it transferred its remaining assets in a merger and appears to have stopped grantmaking; its final filing described an application process, not a current one.
Assets
—
Grants
43
Total Given
$179K
Liberty Mutual Foundation Inc
Boston, MA
Liberty Mutual Foundation funds basic needs such as food and shelter, education and workforce development, and climate and community infrastructure, including homelessness and community preparedness programs. Its 2024 grants had a median of $35,000, and most funding supports organizations or programs serving the Boston area, though it also gives elsewhere. It accepts unsolicited online requests on a rolling basis, with no submission deadlines.
Assets
$46.1M
Grants
706
Total Given
$50.6M
Rockland Trust Charitable Foundation
Rockland, MA
The Rockland Trust Charitable Foundation supports eligible public charities working in affordable housing, children and youth, financial inclusion and workforce development, small-business assistance, and community well-being, especially for low- to moderate-income populations. Its 2025 grants ranged from $500 to $45,000, with a median of $5,000, for organizations serving its Massachusetts, New Hampshire, and Rhode Island service areas. The profile describes an application process but does not state whether unsolicited requests are accepted.
Assets
$53.4M
Grants
345
Total Given
$2.3M
Rockland Trust - Blue Hills Charitable Foundation
Rockland, MA
The foundation supported Massachusetts-area 501(c)(3) organizations in areas including affordable housing, community development, education, financial literacy, health and human services, and youth programs. Its 2022 grants ranged from $1,000 to $50,000, with a median of $5,000; the foundation merged into Rockland Trust Charitable Foundation and wound down as a separate entity, so its application instructions are not current.
Assets
—
Grants
123
Total Given
$903K
Eastern Bank Foundation
Wakefield, MA
Eastern Bank Foundation supports economic inclusion and mobility, including small businesses, early childhood development, affordable housing, and workforce development. Its 2025 grants ranged from $50 to $2,002,500, with a median of $2,500, primarily in Massachusetts and also in New Hampshire and Rhode Island. It accepts online applications and does not limit giving to preselected organizations.
Assets
$266.7M
Grants
1,786
Total Given
$19.0M
More similar funders
More Funders in Texas
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Florian O Bartlett Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Florian O Bartlett Trust down — hundreds of funders to go?