Edward & Helen Bartlett Foundation

TULSA, OK EIN: 73-6092250

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$26.0M

-3.4% YoY

Annual Giving

$2.1M

+14.5% YoY

Grant Count

41

+5.1% YoY

Avg Grant Size

$51K

+9.0% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M$5M20202021202220232024
Metric202420232022
Total Assets$25,972,687$26,889,636$26,795,732
Revenue$1,452,363$2,249,166$4,170,564
Expenses$2,345,156$2,129,954$1,978,528
Qualifying Distributions$2,205,809$1,934,088$1,828,504
Net Investment Income$1,292,183$2,105,148$4,025,716
Distributable Amount$2,011,884$1,783,213$1,836,724

Giving Over Time

Total grant dollars and number of grants per year

$0$524K$1M$2M$2M37 grants202045 grants202149 grants202239 grants202341 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

OKLAHOMA STATE UNIVERSIT…$509KSAPULPA PUBLIC SCHOOLS$333KTHE CENTER FOR INDIVIDUA…$175KUNIVERSITY OF OKLAHOMA F…$140KUNIVERSITY OF TULSA FOUN…$110KCARING COMMUNITY FRIENDS$65KSHOW INC$50KINDIAN NATION CNCL BOY S…$50KYSCC$50KCREEK COUNTY LITERACY PR…$40K

Grant Size Distribution

211 grants across all recorded years

172<$50K18$50–100K15$100–250K5$250–500K1$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Edward & Helen Bartlett Foundation fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

THE TRUST COMPANY OF…Trustee$138KHARRISON I BARTLETT IICO-TRUSTEE$20KR LYNN FESPERMANCO-TRUSTEE$20KHARRISON I BARTLETT …CO-TRUSTEE$20KSARAH E BARTLETTCO-TRUSTEE$20K

From 2024 filing

NameTitleHoursCompensation
THE TRUST COMPANY OF OKLAHOMATrustee5$138,189
HARRISON I BARTLETT IICO-TRUSTEE2$20,000
R LYNN FESPERMANCO-TRUSTEE2$20,000
HARRISON I BARTLETT IIICO-TRUSTEE2$20,000
SARAH E BARTLETTCO-TRUSTEE2$20,000

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

2states

Cities

BartlesvilleBristowBroken ArrowDrumrightJenksKellyvilleMemphisNormanOklahoma CityOologahSand SpringsSapulpaStillwaterTulsa

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

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