Funder DirectoryW P BARTLETT TRUST FUND
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Private foundation (trust)EIN 946102005Est. 1943-09

W P BARTLETT TRUST FUND

PORTERVILLE, CA 93258

Accepts unsolicited proposals

Total Assets

$2.0M

FY 2024

Annual Giving

$79K

FY 2024

Grants Made

2

FY 2024

Avg Grant

$40K

FY 2024

Grant Range

$36K–$43K

Typical

Deadlines

The deadlines vary every year.

Applications

Programs & Activities

Program 1

$79K

Provides educational scholarships to porterville, california area college and high school students.

Financial Snapshot

2024 filing

Total Revenue

$76K

Total Expenses

$95K

Qualifying Distributions

$83K

Distributable Amount

$94K

Min. Investment Return

$95K

Undistributed Income

$89K

Payout rate 89%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.89%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $96K in 2022. Hover bars for details.

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

Top Recipients

13 grants

PORTERVILLE UNIFIED SCHOOL DISTRICT
$383K
6 grants
PORTERVILLE COLLEGE FOUNDATION
$60K
2 grants
BURTON FOUNDATION
$17K
3 grants
COLLEGE OF THE SEQUIOAS
$6K
1 grant
COLLEGE OF THE SEQUOIAS
$6K
1 grant

Grant Size Distribution

13 grants

<$10K
5
grants
$10–50K
4
grants
$50–250K
4
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

California
$471K
100% of total

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