Russell T & Olive V Bartlett Trust
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.
Russell T & Olive V Bartlett Trust at a glance
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.
- Annual giving (2025)
- $22,985
- -26.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $22,985
- -26.0% vs 2024
- Median grant
- $22,985
- Total assets
- $595,319
- +1.0% vs 2024
- Primary geography
- New Hampshire (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Russell T & Olive V Bartlett Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was New Hampshire Charitable Foundation ($23K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $23K (2025) to $39K (2022). In 2025 it made 1 grant totaling $23K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| New Hampshire Charitable Foundation Concord, NH | Scholarship | $22,985 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $595,319 | $44,175 | $38,363 | $22,985 | 1 | $30,503 | $36,102 | $33,644 |
| 2024 | $589,425 | $1,885 | $47,509 | $31,054 | 1 | $39,240 | $15,181 | $32,731 |
| 2023 | $634,940 | $53,239 | $47,555 | $30,751 | 1 | $38,902 | $45,564 | $31,500 |
| 2022 | $629,218 | $64,842 | $57,158 | $39,357 | 1 | $48,340 | $56,567 | $35,222 |
| 2021 | $621,519 | $51,331 | $56,514 | $37,849 | 1 | — | $42,829 | $38,444 |
| 2020 | $626,710 | $40,765 | $54,114 | $37,106 | 1 | — | $32,260 | $36,304 |
| 2019 | $638,972 | $7,841 | $55,214 | $37,266 | 1 | — | $11,458 | $36,142 |
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.
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
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.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS February 13, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS January 29, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS January 31, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS December 8, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 1, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS December 20, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 2, 2026)
- IRS filings on file for fiscal years 2019–2025
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