Walter S Bartlett Trust
Walter S Bartlett Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $634K in total assets. In 2024, it awarded 2 grants totaling $34K. Net investment income was $55K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$634K
+2.6% YoY
Annual Giving
$34K
+76.2% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$17K
+76.2% YoY
Under IRS private-foundation payout rules, Walter S Bartlett Trust reported a distributable amount of $37K for 2024 — the minimum it must pay out in qualifying distributions.
About Walter S Bartlett Trust
Based on IRS filings
Walter S Bartlett Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $634K in total assets. In 2024, it awarded 2 grants totaling $34K. Net investment income was $55K.
Ready to take the next step with Walter S Bartlett Trust?
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 | $634,477 | $618,153 | $630,202 |
| Revenue | $64,687 | $19,834 | $-16,114 |
| Expenses | $47,801 | $31,620 | $51,323 |
| Qualifying Distributions | $38,762 | $24,349 | $40,483 |
| Net Investment Income | $55,224 | $10,518 | $5,522 |
| Distributable Amount | $36,771 | $33,394 | $34,450 |
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 New England Anti-vivisection ($23,831), Town of Kingston ($9,904).
| Recipient | Purpose | Amount |
|---|---|---|
| NEW ENGLAND ANTI-VIVISECTION BOSTON, MA | ELIMINATE ALL ANIMAL USE IN | $23,831 |
| TOWN OF KINGSTON KINGSTON, NH | MILL STREAM CEMETERY | $9,904 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $10,618 |
Frequently Asked Questions
How large is Walter S Bartlett Trust?
As of 2024, Walter S Bartlett Trust holds $634K in total assets with $65K in annual revenue. It awarded 2 grants totaling $34K in 2024.
Where does Walter S Bartlett Trust operate?
Walter S Bartlett Trust has awarded grants in Massachusetts, New Hampshire.
What size grants does Walter S Bartlett Trust award?
In 2024, Walter S Bartlett Trust awarded 2 grants totaling $34K — an average of about $17K per grant, based on its IRS Form 990 filings.
How much is Walter S Bartlett Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Walter S Bartlett Trust reported a distributable amount of $37K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Walter S Bartlett Trust's EIN?
Walter S Bartlett Trust's EIN (Employer Identification Number) is 02-6007741. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Walter S Bartlett Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.