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
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
**
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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
No grants recorded for .
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
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—
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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