Walter S Bartlett Trust
DALLAS, TX EIN: 02-6007741
Financial Overview
From 2024 IRS Form 990-PF
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
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| 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 .
Who else does Walter S Bartlett Trust fund?
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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 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Massachusetts $122K (81%)
New Hampshire $28K (19%)
States
Cities
BostonKingston
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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