Bartlett Family Foundation

PARADISE VALLEY, AZ EIN: 86-6302339

Bartlett Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PARADISE VALLEY, AZ. IRS filing data is available for 2020. In 2020, it awarded 4 grants totaling $12K.

Financial Overview

From 2020 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$12K

Grant Count

4

Avg Grant Size

$3K

Under IRS private-foundation payout rules, Bartlett Family Foundation reported a distributable amount of $821 for 2020 — the minimum it must pay out in qualifying distributions.

About Bartlett Family Foundation

Based on IRS filings

Bartlett Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PARADISE VALLEY, AZ. IRS filing data is available for 2020. In 2020, it awarded 4 grants totaling $12K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

GlendaleMarshfieldPhoenix

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$4K$8K$12K$15K2020
Metric2020
Total Assets
Revenue$-85,779
Expenses$13,948
Qualifying Distributions
Net Investment Income
Distributable Amount$821

Giving Over Time

Total grant dollars and number of grants per year

$0$3K$6K$9K$12K4 grants2020

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2020

BREAK A LEG THEATER WORKS$5KST MARY'S FOOD BANK$3KTREASURE HOUSE$2KRYAN HOUSE$2K

Grant Size Distribution

4 grants across all recorded years

4<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2020 grants, the largest include Break a Leg Theater Works ($5,400), St Mary's Food Bank ($3,037), Treasure House ($2,000).

RecipientPurposeAmount
TREASURE HOUSE GLENDALE, AZCIVIC$2,000
RYAN HOUSE PHOENIX, AZCIVIC$2,000
BREAK A LEG THEATER WORKS MARSHFIELD, MAARTS$5,400
ST MARY'S FOOD BANK PHOENIX, AZCIVIC$3,037

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2020 IRS filing

From 2020 filing

NameTitleHoursCompensation
JAMES R BARTLETTTRUSTEE
SUSAN B BARTLETTTRUSTEE
PETER BARTLETTTRUSTEE
WHITNEY B ANDERSONTRUSTEE

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Bartlett Family Foundation?

Bartlett Family Foundation is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in PARADISE VALLEY, AZ. It holds — in total assets as of 2020.

Where does Bartlett Family Foundation operate?

Bartlett Family Foundation has awarded grants in Arizona, Massachusetts.

What size grants does Bartlett Family Foundation award?

In 2020, Bartlett Family Foundation awarded 4 grants totaling $12K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Bartlett Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2020, Bartlett Family Foundation reported a distributable amount of $821 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Bartlett Family Foundation's EIN?

Bartlett Family Foundation's EIN (Employer Identification Number) is 86-6302339. IRS Form 990 filing data is available on this page for 2020.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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