Russell T & Olive V Bartlett Trust

Private foundation · Grantmaker 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 2019 through 2025. As of 2025, the organization holds $595K in total assets. In 2025, it awarded 1 grant totaling $23K. Net investment income was $36K.

Key facts about Russell T & Olive V Bartlett Trust

In short: Russell T & Olive V Bartlett Trust gave $23K across 1 grant in 2025 (avg $23K), mostly in New Hampshire. Source: 2025 IRS Form 990-PF.

EIN
02-6003957
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$22,985
Grants made (2025)
1
Average grant
$22,985
Median grant
$22,985
Total assets
$595,319
Primary geography
New Hampshire (100% 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

$595K

+1.0% YoY

Annual Giving

$23K

-26.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$23K

-26.0% YoY

Under IRS private-foundation payout rules, Russell T & Olive V Bartlett Trust reported a distributable amount of $34K for 2025 — the minimum it must pay out in qualifying distributions.

How Russell T & Olive V Bartlett Trust gives

  • Giving fell 42% from 2022 to 2025. Method
  • In 2025 it paid out 91% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

Cities

Concord

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $23K (2025) to $39K (2022). In 2025 it made 1 grant totaling $23K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

New Hampshire Charitable Foundation: $23KNew Hampshire CharitableFoundation$23K

The largest 2025 recipient was New Hampshire Charitable Foundation ($23K).

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
New Hampshire Charitable Foundation Concord, NHScholarship$22,985

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$595,319$589,425$634,940
Revenue$44,175$1,885$53,239
Expenses$38,363$47,509$47,555
Qualifying Distributions$30,503$39,240$38,902
Net Investment Income$36,102$15,181$45,564
Distributable Amount$33,644$32,731$31,500

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS February 13, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS January 29, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS January 31, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS December 8, 2022)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 1, 2023)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS December 20, 2024)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS February 2, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Russell T & Olive V Bartlett Trust's only listed officer is Citizens N A, Trustee on every filing since 2019 (compensated).

Officers on the 2025 filing

  • Citizens N A

    Trustee

    On filings since 2019

    2 hrs/week

    $10K (2019) → $9K (2025)

Data from IRS Form 990 filings, 2019–2025. "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

Citizens N a — Trustee: $9KCitizens N aTrustee$9K

The highest reported compensation on the 2025 filing was $9K, to Citizens N a (Trustee).

Frequently asked questions about Russell T & Olive V Bartlett Trust

How much does Russell T & Olive V Bartlett Trust give each year?

Russell T & Olive V Bartlett Trust gave $23K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $31K across 1 grant.

How large is Russell T & Olive V Bartlett Trust?

Russell T & Olive V Bartlett Trust reported $595K in total assets on its 2025 IRS Form 990-PF. It paid out $31K in qualifying distributions that year, against a required minimum of $34K (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.

Where does Russell T & Olive V Bartlett Trust operate?

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

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 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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