William Bartlett Test Tr
William Bartlett Test Tr is a private foundation focused on Education, based in Milwaukee, WI. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $298K in total assets. In 2025, it awarded 1 grant totaling $14K. Net investment income was $26K.
William Bartlett Test Tr at a glance
In short: William Bartlett Test Tr gave $14K across 1 grant in 2025 (avg $14K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $13,847
- +3.3% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $13,847
- +3.3% vs 2024
- Median grant
- $13,847
- Total assets
- $297,969
- +3.4% vs 2024
- Primary geography
- Wisconsin (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who William Bartlett Test Tr funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Uw Eau Claire Foundation ($14K).
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 William Bartlett Test Tr gives
- Giving held roughly steady from 2022 to 2025 (−12%). Method
- In 2025 it paid out 96% 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 $13K (2024) to $16K (2023). In 2025 it made 1 grant totaling $14K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Uw Eau Claire Foundation Eau Claire, WI | General Operating | $13,847 |
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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 | $297,969 | $31,037 | $21,137 | $13,847 | 1 | $16,466 | $26,455 | $17,159 |
| 2024 | $288,076 | $8,766 | $20,340 | $13,399 | 1 | $15,959 | $6,307 | $16,407 |
| 2023 | $299,649 | $8,692 | $22,739 | $16,033 | 1 | $18,561 | $5,246 | $15,927 |
| 2022 | $313,698 | $17,464 | $24,441 | $15,652 | 1 | $18,365 | $12,548 | $18,746 |
| 2021 | $320,278 | $51,312 | $21,390 | $14,633 | 1 | — | $46,643 | $17,550 |
| 2019 | $294,142 | $12,526 | $22,108 | $16,002 | 1 | — | $7,357 | $15,906 |
Under IRS private-foundation payout rules, William Bartlett Test Tr reported a distributable amount of $17K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
William Bartlett Test Tr's only listed officer is US Bank N A, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
US Bank N A
Trustee
On filings since 2023
1 hr/week
$5K (2023) → $6K (2025)
Former officers (1)
- Former: US Bank (2019–2022) — Trustee
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 $6K, to US Bank N a (Trustee).
Frequently asked questions about William Bartlett Test Tr
How much does William Bartlett Test Tr give each year?
William Bartlett Test Tr gave $14K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $13K across 1 grant.
How large is William Bartlett Test Tr?
William Bartlett Test Tr reported $298K in total assets on its 2025 IRS Form 990-PF. It paid out $16K in qualifying distributions that year, against a required minimum of $17K (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.
What is William Bartlett Test Tr?
William Bartlett Test Tr is a private foundation focused on Education, based in Milwaukee, WI. It holds $298K in total assets as of 2025.
Where does William Bartlett Test Tr operate?
William Bartlett Test Tr has awarded grants in Wisconsin.
What is William Bartlett Test Tr's EIN?
William Bartlett Test Tr's EIN (Employer Identification Number) is 39-6673414. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 12, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 1, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 27, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 7, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 29, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS October 17, 2025)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work William Bartlett Test Tr funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in William Bartlett Test Tr's focus areas in our free grants database
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