W P Bartlett Trust Fund
W P Bartlett Trust Fund is a private foundation, based in PORTERVILLE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 2 grants totaling $79K. Net investment income was $76K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.2M
-1.5% YoY
Annual Giving
$79K
+7.5% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$40K
+7.5% YoY
Under IRS private-foundation payout rules, W P Bartlett Trust Fund reported a distributable amount of $94K for 2024 — the minimum it must pay out in qualifying distributions.
About W P Bartlett Trust Fund
Based on IRS filings
W P Bartlett Trust Fund is a private foundation, based in PORTERVILLE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 2 grants totaling $79K. Net investment income was $76K.
Ready to take the next step with W P Bartlett Trust Fund?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,241,357 | $1,260,009 | $1,251,348 |
| Revenue | $76,056 | $100,705 | $248,461 |
| Expenses | $94,708 | $87,470 | $113,833 |
| Qualifying Distributions | $83,160 | $77,314 | $99,346 |
| Net Investment Income | $76,056 | $100,705 | $248,461 |
| Distributable Amount | $93,745 | $83,876 | $83,290 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Porterville Unified School District ($43,000), Porterville College Foundation ($36,000).
| Recipient | Purpose | Amount |
|---|---|---|
| PORTERVILLE COLLEGE FOUNDATION PORTERVILLE, CA | EDUCATION | $36,000 |
| PORTERVILLE UNIFIED SCHOOL DISTRICT PORTERVILLE, CA | EDUCATION | $43,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JULIA INESTROZA | SEC/TREAS | — | — |
| ROBERT W HUGHES | TRUSTEE | — | — |
| EDUARDO PEREZ | TRUSTEE | — | — |
Frequently Asked Questions
How large is W P Bartlett Trust Fund?
As of 2024, W P Bartlett Trust Fund holds $1.2M in total assets with $76K in annual revenue. It awarded 2 grants totaling $79K in 2024.
Where does W P Bartlett Trust Fund operate?
W P Bartlett Trust Fund has awarded grants in California.
What size grants does W P Bartlett Trust Fund award?
In 2024, W P Bartlett Trust Fund awarded 2 grants totaling $79K — an average of about $40K per grant, based on its IRS Form 990 filings.
How much is W P Bartlett Trust Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, W P Bartlett Trust Fund reported a distributable amount of $94K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is W P Bartlett Trust Fund's EIN?
W P Bartlett Trust Fund's EIN (Employer Identification Number) is 94-6102005. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in W P Bartlett Trust Fund's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Foundation for California Community
SACRAMENTO, CA
Assets
$396.5M
Grants
332
Total Given
$35.4M
Shell Usa Company Foundation
HOUSTON, TX
Assets
$52.3M
Grants
4,650
Total Given
$16.0M
Lostritto Family Foundation
BETHPAGE, NY
Assets
$129
Grants
11
Total Given
$46K
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
Silicon Valley Community Foundation
MOUNTAIN VIEW, CA
Assets
$12.3B
Grants
3,576
Total Given
$3.2B
Tides Foundation
SAN FRANCISCO, CA
Assets
$534.5M
Grants
2,110
Total Given
$382.1M
California Community Foundation
LOS ANGELES, CA
Assets
$2.2B
Grants
2,025
Total Given
$272.6M
The William & Flora Hewlett Foundation
MENLO PARK, CA
Assets
$14.2B
Grants
2,001
Total Given
$625.0M
Bright Funds Foundation
SAN JOSE, CA
Assets
$10.8M
Grants
1,690
Total Given
$38.2M
The San Francisco Foundation
SAN FRANCISCO, CA
Assets
$1.7B
Grants
1,623
Total Given
$189.1M
Sempra Foundation
SAN DIEGO, CA
Assets
$11.5M
Grants
1,501
Total Given
$1.8M
Marin Community Foundation
NOVATO, CA
Assets
$1.1B
Grants
1,383
Total Given
$176.2M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with W P Bartlett Trust Fund on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities