Walter S Bartlett Trust Fund
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves
Walter S Bartlett Trust Fund is a 501(c)(3) organization based in Dallas, Texas, registered in 1967, with $75,573 in FY2025 revenue. CharityIndex grades it C+.
Po Box 653067, Dallas, TX, 75265 EIN 02-6007741 Since 1967
Revenue (FY2025)
$76K
▲ 16.8% vs prior year
Expenses (FY2025)
$56K
Net assets
$654K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Walter S Bartlett Trust Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating141 mo reserves · +26% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Walter S Bartlett Trust Fund: 141 mo reserves · +26% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Walter S Bartlett Trust Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Walter S Bartlett Trust Fund: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
Financial trends
Revenue grew from $23K (FY2014) to $76K (FY2025) across 11 reported years.
Financial snapshot
Financial health & position (FY2025)
Liabilities $0Net assets $654K
Operating margin
26.2%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$654K
Total liabilities
$0
Net assets
$654K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $75,573▲16.8% | $55,807▲16.7% | $654,415▲3.1% | $654,415▲3.1% | 990PF |
| 2024 | $64,687▲226% | $47,801▲51.2% | $634,477▲2.6% | $634,477▲2.6% | 990PF |
| 2023 | $19,834▲223% | $31,620▼38.4% | $618,153▼1.9% | $618,153▼1.9% | 990PF |
| 2022 | -$16,114▼111% | $51,323▲10.9% | $630,202▼9.7% | $630,202▼9.7% | 990PF |
| 2021 | $148,883▲170% | $46,260▲5.4% | $697,719▲17.4% | $697,719▲17.4% | 990PF |
| 2020 | $55,084▲51.9% | $43,876▲19.5% | $594,356▲1.9% | $594,356▲1.9% | 990PF |
| 2019 | $36,259▼33.1% | $36,720▼16.4% | $583,099▼0.8% | $583,099▼0.8% | 990PF |
| 2018 | $54,218▲1878% | $43,917▲24.6% | $587,767▲4.6% | $587,767▲4.6% | 990PF |
| 2016 | $2,741▼89.1% | $35,250▼7.3% | $562,008▼6.3% | $562,008▼6.3% | 990PF |
| 2015 | $25,164▲7.7% | $38,021▼11.7% | $599,968▼1.3% | $599,968▼1.3% | 990PF |
| 2014 | $23,374 | $43,081 | $607,610 | $607,610 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Frequently asked questions
- Is Walter S Bartlett Trust Fund a legitimate nonprofit?
- Yes. Walter S Bartlett Trust Fund is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 02-6007741, based in Dallas, Texas. Donations are tax-deductible.
- What is Walter S Bartlett Trust Fund's EIN?
- Walter S Bartlett Trust Fund's Employer Identification Number (EIN) is 02-6007741.
- How much revenue does Walter S Bartlett Trust Fund report?
- Walter S Bartlett Trust Fund reported $75,573 in total revenue on its fiscal year 2025 IRS Form 990 filing.
- What financial grade does Walter S Bartlett Trust Fund have?
- CharityIndex grades Walter S Bartlett Trust Fund C+, based on financial health (reserves and operating margin).
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Data for Walter S Bartlett Trust Fund (EIN 02-6007741) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.