All organizations not elsewhere classifiedEIN 046009254Est. 1970-12

IDA S BARTER TRUST

DALLAS, TX 752653067

Total Assets

$2.7M

FY 2023

Annual Giving

$105K

FY 2023

Grants Made

5

FY 2023

Avg Grant

$21K

FY 2023

Grant Range

$21K–$21K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$102K

Total Expenses

$149K

Qualifying Distributions

$131K

Distributable Amount

$131K

Min. Investment Return

$132K

Undistributed Income

$105K

Payout rate 99%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.99%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

3 years

Giving over time from 2019 to 2023. Peak $105K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

15 grants

MORGAN MEMORIAL GOODWILL
$51K
3 grants
AMERICAN CANCER SOCIETY
$51K
3 grants
MARCH OF DIMES FOUNDATION
$51K
3 grants
THE SALVATION ARMY OF MA
$51K
3 grants
AMERICAN HEART ASSOCIATION
$51K
3 grants

Grant Size Distribution

15 grants

<$10K
$10–50K
15
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

Massachusetts
$202K
80% of total
New York
$51K
20% of total

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IDA S BARTER TRUST — Grants, Financials & Contact | Grantivo