Edward & Helen Bartlett Foundation
The Edward & Helen Bartlett Foundation is a private foundation based in Tulsa, Oklahoma, established in 1961. The foundation operates as a 501(c)(3) organization with a focus on supporting educational, health, and human services initiatives primarily in Oklahoma.
Financial Overview
From 2024 IRS Form 990-PF · View filing
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
Under IRS private-foundation payout rules, Edward & Helen Bartlett Foundation reported a distributable amount of $2.0M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's giving priorities include:
- Education: Particularly public schools and community programs
- Higher Education: Student scholarships limited to Oklahoma State University, University of Oklahoma, Oklahoma State University Institute of Technology, and the University of Tulsa
- Healthcare: Health-related initiatives and disease prevention
- Children, Youth & Social Services: Community programs serving young people and families
- Community Services: General community programs and civic affairs
Grantmaking
No specific application procedures are detailed in available sources.
Average Grant
amounts vary by year
How to Apply
**
Ready to take the next step with Edward & Helen Bartlett Foundation?
Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in:
- Oklahoma: Primary focus, particularly Creek and Tulsa counties
- Tennessee: Secondary funding area mentioned in some sources
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of Fiscal Year 2023:
- Total Assets: $26,889,636
- Total Giving: $1,830,873
- Total Revenues: $2,249,166
- Total Expenses: $2,129,954
- Investment Income & Dividends: $860,229
- Net Gain from Sale of Non-Inventory Assets: $1,365,615
Number of Employees: 0
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
211 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Oklahoma State University Foundatio ($508,500), Sapulpa Public Schools ($333,206), The Center for Individuals With Phy ($175,000).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF OKLAHOMA FOUNDATION NORMAN, OK | SCHOLARSHIP | $140,000 |
| SAPULPA PUBLIC SCHOOLS SAPULPA, OK | PROGRAM SERVICES | $333,206 |
| CARING COMMUNITY FRIENDS SAPULPA, OK | PROGRAM SERVICES | $65,000 |
| CREEK COUNTY LITERACY PROGRAM SAPULPA, OK | PROGRAM SERVICES | $40,000 |
| LOLLIPOPS AND RAINBOWS INC TULSA, OK | PROGRAM SERVICES | $10,000 |
| SHOW INC SAPULPA, OK | PROGRAM SERVICES | $50,000 |
| FAMILY & CHILDRENS SERVICES TULSA, OK | PROGRAM SERVICES | $20,000 |
| INDIAN NATION CNCL BOY SCOUTS OF AM TULSA, OK | PROGRAM SERVICES | $50,000 |
| CHILD ADVOCACY BOARD OF CREEK CO SAPULPA, OK | PROGRAM SERVICES | $10,000 |
| BRISTOW EDUCATION FOUNDATION BRISTOW, OK | PROGRAM SERVICES | $30,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| THE TRUST COMPANY OF OKLAHOMA | Trustee | 5 | $138,189 |
| HARRISON I BARTLETT II | CO-TRUSTEE | 2 | $20,000 |
| R LYNN FESPERMAN | CO-TRUSTEE | 2 | $20,000 |
| HARRISON I BARTLETT III | CO-TRUSTEE | 2 | $20,000 |
| SARAH E BARTLETT | CO-TRUSTEE | 2 | $20,000 |
Recent News & Activity
Recent developments and announcements
The foundation awarded a record $343,788 in grants to Sapulpa Public Schools' programs
Bartlett Foundation awards a record $343,788 in grants for Sapulpa Public\The foundation provided $233,465 in grants to support various community initiatives
Bartlett Foundation awards a record $343,788 in grants for Sapulpa Public\Recent grants have supported music programs at the University of Tulsa's School of Music
School of Music Advocates - Spring 2023 updateThe foundation has awarded grants to support choir programs in the arts
Bartlett Foundation awards a record $343,788 in grants for Sapulpa Public\Contact Information
Address: PO Box 3627, Tulsa, OK 74101-3627
Telephone: 918-744-0553
Frequently Asked Questions
What does Edward & Helen Bartlett Foundation fund?
The foundation's giving priorities include: • **Education**: Particularly public schools and community programs • **Higher Education**: Student scholarships limited to Oklahoma State University, University of Oklahoma, Oklahoma State University Institute of Technology, and the University of Tulsa • **Healthcare**: Health-related initiatives and disease prevention • **Children, Youth & Social Services**: Community programs serving young people and families • **Community Services**: General commu…
How do I apply for a grant from Edward & Helen Bartlett Foundation?
**Grant Characteristics:** • Typical award range: $1,000–$399,000 • Average grant amounts vary by year • The foundation made 49 grants in 2023 **Recent Grant Examples (2023):** • The University of Oklahoma Foundation: $137,500 (Scholarship) • University of Tulsa: $125,000 (Scholarships) • Caring Community Friends: $65,000 (Program Services) **Types of Support:** • General operating support • Project support • Scholarships for students at designated Oklahoma universities **Application Process:**…
Where does Edward & Helen Bartlett Foundation make grants?
The foundation primarily funds organizations in: • **Oklahoma**: Primary focus, particularly Creek and Tulsa counties • **Tennessee**: Secondary funding area mentioned in some sources
What size grants does Edward & Helen Bartlett Foundation award?
In 2024, Edward & Helen Bartlett Foundation awarded 41 grants totaling $2.1M — an average of about $51K per grant, based on its IRS Form 990 filings.
How much is Edward & Helen Bartlett Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Edward & Helen Bartlett Foundation reported a distributable amount of $2.0M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Edward & Helen Bartlett Foundation's EIN?
Edward & Helen Bartlett Foundation's EIN (Employer Identification Number) is 73-6092250. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Edward & Helen Bartlett Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.