Edward & Helen Bartlett Foundation
The Edward & Helen Bartlett Foundation is a private foundation based in Tulsa, Oklahoma. In its 2025 filing, it reported 41 grants totaling $2,039,814, all to recipients in Oklahoma. Its grants included support for education and scholarships, schools, and community organizations.
Edward & Helen Bartlett Foundation at a glance
In short: Edward & Helen Bartlett Foundation gave $2.0M across 41 grants in 2025 (avg $50K), mostly in Oklahoma. 5% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $2,039,814
- -2.7% vs 2024
- Grants made (2025)
- 41
- +0.0% vs 2024
- Average grant
- $49,752
- -2.7% vs 2024
- Median grant
- $25,000
- Total assets
- $29,846,059
- +14.9% vs 2024
- New grantees (estimate)
- 5% first-time grantees (2 of 40, 2025)
- Primary geography
- Oklahoma (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Edward & Helen Bartlett Foundation
- How to Apply
-
Charitable grant applicants should send a written request and the organization’s IRS Section 501(c)(3) status letter to the foundation. Scholarship applicants should contact the financial aid offices at Oklahoma State University, the University of Oklahoma, Oklahoma State University Institute of Technology, or the University of Tulsa. Scholarships are limited to students attending those institutions.
- Review Cycle
- Scholarship applicants have no submission deadline.
- Deadline
- Scholarship applicants have no submission deadline.
- Contact
Application contact: Edward Helen Bartlett Foundation
Mailing address: PO Box 3627, Tulsa, OK 74101-3627
Phone: (918) 744-0553
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Edward & Helen Bartlett Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Oklahoma State University Foundatio ($460K). Together the top 10 received $1.3M.
Organizations only. It also paid 1 individual scholarship ($167,500), which are not listed by name.
Grant Size Distribution
215 grants across all recorded years
The most common grant size was under $50K: 174 grants of 215 (81%).
Geographic Focus
Where this funder awards grants
All 2025 grant dollars went to recipients in Oklahoma.
Grant Distribution by State
Share of 2025 grant dollars across all 41 itemized grants.
Cities
Is Edward & Helen Bartlett Foundation open to new grantees?
5%
first-time grantees, 2025
In 2025, 2 of 40 grantees (5%) were first-time recipients. First grants averaged $13K; repeat grants $49K. How we count
Medians: $13K first-time, $25K repeat.
- 90% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+18%). Method
- In 2025 it paid out 104% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $1.4M (2020) to $2.1M (2024). In 2025 it made 41 grants totaling $2.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Oklahoma State University Foundatio Stillwater, OK | Program Services | $460,000 |
| Sapulpa Public Schools Sapulpa, OK | Program Services | $317,150 |
| 1 individual scholarship Recipients not named | — | $167,500 |
| University of Oklahoma Foundation Norman, OK | Scholarship | $119,500 |
| The University of Tulsa Tulsa, OK | Scholarships | $110,500 |
| Caring Community Friends Sapulpa, OK | Program Services | $65,000 |
| Indian Nation CNCL Boy Scouts of Am Tulsa, OK | Program Services | $55,000 |
| Show Inc Sapulpa, OK | Program Services | $50,000 |
| Make-a-Wish Oklahoma Tulsa, OK | Program Services | $45,000 |
| Creek County Literacy Program Sapulpa, OK | Program Services | $40,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $29,846,059 | $6,159,514 | $2,283,898 | $2,039,814 | 41 | $2,151,103 | $6,027,955 | $2,059,685 |
| 2024 | $25,972,687 | $1,452,363 | $2,345,156 | $2,097,061 | 41 | $2,205,809 | $1,292,183 | $2,011,884 |
| 2023 | $26,889,636 | $2,249,166 | $2,129,954 | $1,830,873 | 39 | $1,934,088 | $2,105,148 | $1,783,213 |
| 2022 | $26,795,732 | $4,170,564 | $1,978,528 | $1,723,363 | 49 | $1,828,504 | $4,025,716 | $1,836,724 |
| 2021 | $24,632,668 | $2,826,901 | $1,782,968 | $1,512,620 | 45 | $1,603,183 | $2,694,970 | $2,050,203 |
| 2020 | $23,622,056 | $3,427,932 | $1,613,001 | $1,405,005 | 37 | — | $3,307,609 | $1,666,764 |
| 2019 | $21,780,531 | $1,180,005 | $1,690,572 | $1,514,814 | 35 | — | $1,029,712 | $1,607,914 |
Under IRS private-foundation payout rules, Edward & Helen Bartlett Foundation reported a distributable amount of $2.1M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s filings do not state a mission. Its 2025 grants show support for educational institutions and scholarship programs, as well as organizations providing community services. For example, the Oklahoma State University Foundation described its mission as uniting donor passions with university priorities to elevate Oklahoma State University’s impact. SHOW INC described its work as providing employment services and training to people with developmental disabilities. Emergency Infant Services said it provides essentials to children and babies whose families are in financial crisis.
Grantmaking
In 2025, the foundation made 41 grants totaling $2,039,814. Awards ranged from $6,000 to $460,000, with a median grant of $25,000. Its largest listed awards included $460,000 to the Oklahoma State University Foundation for program services, $317,150 to Sapulpa Public Schools for program services, and $167,500 to the Oklahoma State University Foundation for scholarships. Other notable awards included $119,500 to the University of Oklahoma Foundation for scholarships and $110,500 to the University of Tulsa for scholarships.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists The Trust Company of Oklahoma as trustee and Harrison I Bartlett II, R Lynn Fesperman, Harrison I Bartlett III, and Sarah E Bartlett as co-trustees.
Edward & Helen Bartlett Foundation's 2025 filing lists 5 officers; all 5 officers listed in 2025 are compensated.
Officers on the 2025 filing
Harrison I. Bartlett II
Co-Trustee
On filings since 2019
2 hrs/week
$20K (2019) → $20K (2025)
R. Lynn Fesperman
Co-Trustee
On filings since 2019
2 hrs/week
$20K (2019) → $20K (2025)
The Trust Company Of Oklahoma
Trustee
On filings since 2019
5 hrs/week
$118K (2019) → $144K (2025)
Harrison I. Bartlett III
Co-Trustee
On filings since 2022
2 hrs/week
$20K (2022) → $20K (2025)
Sarah E. Bartlett
Co-Trustee
On filings since 2022
2 hrs/week
$20K (2022) → $20K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $144K, to The Trust Company of Oklahoma (Trustee). 5 officers or directors reported compensation on that filing.
Frequently asked questions about Edward & Helen Bartlett Foundation
How much does Edward & Helen Bartlett Foundation give each year?
Edward & Helen Bartlett Foundation gave $2.0M across 41 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2.1M across 41 grants.
What is Edward & Helen Bartlett Foundation's typical grant size?
Edward & Helen Bartlett Foundation's median grant in 2025 was $25,000, and its average grant was $49,752, across 41 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Edward & Helen Bartlett Foundation that year got $13K on average.
Where does Edward & Helen Bartlett Foundation give grants?
Edward & Helen Bartlett Foundation gives mostly in Oklahoma: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Tulsa, OK (22 grants), Sapulpa, OK (9 grants) and Broken Arrow, OK (2 grants).
Does Edward & Helen Bartlett Foundation give general operating support?
Not in 2025: none of the 41 grants with a stated purpose on Edward & Helen Bartlett Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Services" (34 grants) and "Program Support" (3 grants).
Who are Edward & Helen Bartlett Foundation's largest grantees?
Edward & Helen Bartlett Foundation's largest 2025 grantees include Oklahoma State University Foundatio ($460,000), Sapulpa Public Schools ($317,150) and University of Oklahoma Foundation ($119,500), according to its 2025 IRS Form 990-PF. It also paid 1 individual scholarship ($167,500), which are not listed by name. Together they received 44% of its itemized 2025 grant dollars.
How large is Edward & Helen Bartlett Foundation?
Edward & Helen Bartlett Foundation reported $29.8M in total assets on its 2025 IRS Form 990-PF. It paid out $2.2M in qualifying distributions that year, against a required minimum of $2.1M (roughly 5% of its investment assets).
What does Edward & Helen Bartlett Foundation fund?
The foundation’s filings do not state a mission. Its 2025 grants show support for educational institutions and scholarship programs, as well as organizations providing community services. See mission & focus areas ↑
How do I apply for a grant from Edward & Helen Bartlett Foundation?
Charitable grant applicants should send a written request and the organization’s IRS Section 501(c)(3) status letter to the foundation. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 10, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 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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Cite this profile
Grantable. (2026). Edward & Helen Bartlett Foundation funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/edward-and-helen-bartlett-foundation-morg_9685b3db53004dbba2782e8bb985954e
BibTeX
@misc{grantable_736092250_2026,
author = {{Grantable}},
title = {{Edward \& Helen Bartlett Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/edward-and-helen-bartlett-foundation-morg_9685b3db53004dbba2782e8bb985954e},
note = {Accessed 2026-10-14. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Edward & Helen Bartlett Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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