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
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
No grants recorded for .
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 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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