Alice Sheldon Barton Trust

VERNON ROCKVILLE, CT EIN: 06-6250029

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$166K

-4.4% YoY

Annual Giving

$21K

+1.4% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$5K

+1.4% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$8K$17K$25K$34K20202021202220232024
Metric202420232022
Total Assets$166,477$174,068$177,700
Revenue$23,193$21,747$29,896
Expenses$30,785$28,265$27,966
Qualifying Distributions$25,583$24,632$24,198
Net Investment Income$18,909$18,095$26,128
Distributable Amount$30,807$27,795$28,152

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$11K$16K$21K4 grants20204 grants20214 grants20224 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

West Suffield Congregati…$11KSuffield Community Aid A…$4KSuffield Historical Soci…$4KSuffield Volunteer Ambul…$4K

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Alice Sheldon Barton Trust fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Kevin McCann Kahan K…Trustee$9K

From 2024 filing

NameTitleHoursCompensation
Kevin McCann Kahan Kerensky CaposseTrustee1$8,567

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

SuffieldWest Suffield

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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