Ida S Barter Trust
Ida S Barter Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.0M in total assets. In 2025, it awarded 5 grants totaling $105K. Net investment income was $198K.
Key facts about Ida S Barter Trust
In short: Ida S Barter Trust gave $105K across 5 grants in 2025 (avg $21K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- EIN
- 04-6009254
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $105,315
- Grants made (2025)
- 5
- Average grant
- $21,063
- Median grant
- $21,063
- Total assets
- $1,950,648
- Primary geography
- Massachusetts (80% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.0M
+4.2% YoY
Annual Giving
$105K
+0.7% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$21K
+0.7% YoY
Under IRS private-foundation payout rules, Ida S Barter Trust reported a distributable amount of $123K for 2025 — the minimum it must pay out in qualifying distributions.
How Ida S Barter Trust gives
- Giving grew 27% from 2022 to 2025. Method
- In 2025 it paid out 108% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $71K (2021) to $105K (2025). In 2025 it made 5 grants totaling $105K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Morgan Memorial Goodwill ($21K). Together the top 5 received $105K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 25 grants of 25 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Morgan Memorial Goodwill Boston, MA | Unrestricted General | $21,063 |
| American Cancer Society Framingham, MA | Unrestricted General | $21,063 |
| March of Dimes Foundation White Plains, NY | Unrestricted General | $21,063 |
| The Salvation Army of MA Sharon, MA | Unrestricted General | $21,063 |
| American Heart Association Waltham, MA | Unrestricted General | $21,063 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,950,648 | $1,872,434 | $1,856,618 |
| Revenue | $221,167 | $101,652 | $83,621 |
| Expenses | $155,396 | $149,291 | $131,305 |
| Qualifying Distributions | $133,085 | $130,624 | $104,329 |
| Net Investment Income | $197,852 | $47,738 | $24,137 |
| Distributable Amount | $122,810 | $131,323 | $131,746 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS January 21, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS December 8, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 30, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS December 1, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS December 17, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS January 31, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Ida S Barter 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
$33K (2022) → $35K (2025)
Former officers (1)
- Former: Bank Of America N A (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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 $35K, to Bank of America (Trustee).
Frequently asked questions about Ida S Barter Trust
How much does Ida S Barter Trust give each year?
Ida S Barter Trust gave $105K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $105K across 5 grants.
What is Ida S Barter Trust's typical grant size?
Ida S Barter Trust's median grant in 2025 was $21,063, and its average grant was $21,063, across 5 grants on its 2025 IRS Form 990-PF.
Where does Ida S Barter Trust give grants?
Ida S Barter Trust gives mostly in Massachusetts: 80% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (20%).
Does Ida S Barter Trust give general operating support?
Yes: 100% of Ida S Barter Trust's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Ida S Barter Trust's largest grantees?
Ida S Barter Trust's largest 2025 grantees include Morgan Memorial Goodwill ($21,063), American Cancer Society ($21,063) and March of Dimes Foundation ($21,063), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is Ida S Barter Trust?
Ida S Barter Trust reported $2.0M in total assets on its 2025 IRS Form 990-PF. It paid out $133K in qualifying distributions that year, against a required minimum of $123K (roughly 5% of its investment assets).
What is Ida S Barter Trust's EIN?
Ida S Barter Trust's EIN (Employer Identification Number) is 04-6009254. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Ida S Barter Trust by hand.
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