Russell T & Olive V Bartlett Trust

JOHNSTON, RI EIN: 02-6003957

Russell T & Olive V Bartlett Trust is a private foundation, based in JOHNSTON, RI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $589K in total assets. In 2024, it awarded 1 grants totaling $31K. Net investment income was $15K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$589K

-7.2% YoY

Annual Giving

$31K

+1.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$31K

+1.0% YoY

Under IRS private-foundation payout rules, Russell T & Olive V Bartlett Trust reported a distributable amount of $33K for 2024 — the minimum it must pay out in qualifying distributions.

About Russell T & Olive V Bartlett Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New Hampshire $176K (100%)

States

New Hampshire

Cities

Concord

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$589,425	$634,940	$629,218
Revenue	$1,885	$53,239	$64,842
Expenses	$47,509	$47,555	$57,158
Qualifying Distributions	$39,240	$38,902	$48,340
Net Investment Income	$15,181	$45,564	$56,567
Distributable Amount	$32,731	$31,500	$35,222

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 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include New Hampshire Charitable Foundation ($31,054).

Recipient	Purpose	Amount
NEW HAMPSHIRE CHARITABLE FOUNDATION CONCORD, NH	SCHOLARSHIP	$31,054

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
CITIZENS N A	TRUSTEE	2	$9,322

Frequently Asked Questions

How large is Russell T & Olive V Bartlett Trust?

As of 2024, Russell T & Olive V Bartlett Trust holds $589K in total assets with $2K in annual revenue. It awarded 1 grants totaling $31K in 2024.

Where does Russell T & Olive V Bartlett Trust operate?

Russell T & Olive V Bartlett Trust has awarded grants in New Hampshire.

What size grants does Russell T & Olive V Bartlett Trust award?

In 2024, Russell T & Olive V Bartlett Trust awarded 1 grants totaling $31K — an average of about $31K per grant, based on its IRS Form 990 filings.

How much is Russell T & Olive V Bartlett Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Russell T & Olive V Bartlett Trust reported a distributable amount of $33K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Russell T & Olive V Bartlett Trust's EIN?

Russell T & Olive V Bartlett Trust's EIN (Employer Identification Number) is 02-6003957. IRS Form 990 filing data is available on this page for 2020–2024.