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Trust Uw Edward S Barton C/O Fleet Investment Serivces is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 1997. The principal officer is Bank Of America Na. It holds total assets of $5.1M. Annual income is reported at $2.4M. Total assets have grown from $3.9M in 2011 to $4.8M in 2023. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2024. Grantmaking is concentrated in New York. According to available records, Trust Uw Edward S Barton C/O Fleet Investment Serivces has made 32 grants totaling $970K, with a median grant of $21K. Annual giving has grown from $260K in 2021 to $420K in 2023. Individual grants have ranged from $2K to $110K, with an average award of $30K. The foundation has supported 14 unique organizations. Grant recipients are concentrated in New York. Contributions to this foundation are tax-deductible.
Smallest Grant
$3K
Median Grant
$23K
Average Grant
$33K
Largest Grant
$75K
Based on 8 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Trust Uw Edward S Barton C/O Fleet Investment Serivces primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 32 grants. Its grantmaking reaches organizations primarily in NY.
Trust Uw Edward S Barton C/O Fleet Investment Serivces has distributed a total of $970K across 32 grants. The median grant size is $21K, with an average of $30K. Individual grants have ranged from $2K to $110K.
Trust Uw Edward S Barton C/O Fleet Investment Serivces typically selects its grantees rather than accepting unsolicited proposals.
Trust Uw Edward S Barton C/O Fleet Investment Serivces is headquartered in DALLAS, TX.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| William H Getman | CO-TRUSTEE | $6K | $0 | $6K |
| Bank Of America N A | CO-TRUSTEE | $6K | $0 | $6K |
Total Giving
$283K
Total Assets
$4.8M
Fair Market Value
$5.8M
Net Worth
$4.8M
Grants Paid
$260K
Contributions
N/A
Net Investment Income
$219K
Distribution Amount
$268K
Total Grants
32
Total Giving
$970K
Average Grant
$30K
Median Grant
$21K
Unique Recipients
14
Most Common Grant
$30K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Community Memorial HospitalUNRESTRICTED GENERAL | Hamilton, NY | $50K | 2023 |
| Waterville Fire Department IncUNRESTRICTED GENERAL | Waterville, NY | $40K | 2023 |
| Waterville Central School DistUNRESTRICTED GENERAL | Waterville, NY | $30K | 2023 |
| Town Of MarshallUNRESTRICTED GENERAL | Deansboro, NY | $30K | 2023 |
| Cny Snow Travelers IncUNRESTRICTED GENERAL | Deansboro, NY | $20K | 2023 |
| Waterville Public LibraryUNRESTRICTED GENERAL | Waterville, NY | $19K | 2023 |
| Waterville Food PantryUNRESTRICTED GENERAL | Waterville, NY | $11K | 2023 |
| Waterville Historical SocietyUNRESTRICTED GENERAL | Waterville, NY | $10K | 2023 |
| Village Of WatervilleUNRESTRICTED GENERAL | Waterville, NY | $90K | 2022 |
| Oriskany Falls Fire Dept IncUNRESTRICTED GENERAL | Oriskany Falls, NY | $30K | 2022 |
| Deansboro Fire DistrictUNRESTRICTED GENERAL | Deansboro, NY | $15K | 2022 |
| Village Of Oriskany FallsUNRESTRICTED GENERAL | Oriskany Falls, NY | $10K | 2022 |
| Town Of SangerfieldUNRESTRICTED GENERAL | Sangfield, NY | $75K | 2021 |
| North Brookfield Fire DistrictUNRESTRICTED GENERAL | North Brookfield, NY | $25K | 2021 |