Harold & Martha Barto Scholarship Trust

DALLAS, TX EIN: 91-6267640

Harold & Martha Barto Scholarship Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2023. In 2023, it awarded 1 grants totaling $332K. Net investment income was $2K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$332K

+1852.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$332K

+1852.6% YoY

Under IRS private-foundation payout rules, Harold & Martha Barto Scholarship Trust reported a distributable amount of $17K for 2023 — the minimum it must pay out in qualifying distributions.

About Harold & Martha Barto Scholarship Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Washington $373K (100%)

States

Washington

Cities

Ellensburg

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2023	2022	2021
Total Assets	—	$359,987	$352,515
Revenue	$-15,166	$72,755	$25,848
Expenses	$342,695	$30,516	$20,688
Qualifying Distributions	$336,376	$24,664	—
Net Investment Income	$1,733	$66,933	$20,537
Distributable Amount	$16,983	$20,234	$18,869

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2023

Grant Size Distribution

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include Central Washington University ($331,950).

Recipient	Purpose	Amount
CENTRAL WASHINGTON UNIVERSITY ELLENSBURG, WA	UNRESTRICTED GENERAL	$331,950

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$3,488

Frequently Asked Questions

Where does Harold & Martha Barto Scholarship Trust operate?

Harold & Martha Barto Scholarship Trust has awarded grants in Washington.

What size grants does Harold & Martha Barto Scholarship Trust award?

In 2023, Harold & Martha Barto Scholarship Trust awarded 1 grants totaling $332K — an average of about $332K per grant, based on its IRS Form 990 filings.

How much is Harold & Martha Barto Scholarship Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Harold & Martha Barto Scholarship Trust reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Harold & Martha Barto Scholarship Trust's EIN?

Harold & Martha Barto Scholarship Trust's EIN (Employer Identification Number) is 91-6267640. IRS Form 990 filing data is available on this page for 2020–2023.