Ida S Barter Trust

DALLAS, TX EIN: 04-6009254

Ida S Barter Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 5 grants totaling $105K. Net investment income was $48K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.9M

+0.9% YoY

Annual Giving

$105K

+35.5% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$21K

+35.5% YoY

About Ida S Barter Trust

Based on IRS filings

Ida S Barter Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 5 grants totaling $105K. Net investment income was $48K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

BostonFraminghamSharonWalthamWhite Plains

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$124K$248K$372K$496K20202021202220232024
Metric202420232022
Total Assets$1,872,434$1,856,618$1,868,421
Revenue$101,652$83,621$450,557
Expenses$149,291$131,305$128,011
Qualifying Distributions$130,624$104,329$108,917
Net Investment Income$47,738$24,137$317,504
Distributable Amount$131,323$131,746$103,099

Giving Over Time

Total grant dollars and number of grants per year

$0$26K$52K$78K$105K5 grants20205 grants20215 grants20225 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

MORGAN MEMORIAL GOODWILL$21KAMERICAN CANCER SOCIETY$21KMARCH OF DIMES FOUNDATION$21KTHE SALVATION ARMY OF MA$21KAMERICAN HEART ASSOCIATION$21K

Grant Size Distribution

25 grants across all recorded years

25<$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 2024 IRS filing

BANK OF AMERICATRUSTEE$33K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$32,520

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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