Robert L & Mary J Bartlett
Robert L & Mary J Bartlett is a private foundation based in Mount Vernon, Indiana. Its 2025 filing records 30 grants totaling $60,130 to charitable organizations and other recipients.
Robert L & Mary J Bartlett at a glance
In short: Robert L & Mary J Bartlett gave $60K across 30 grants in 2025 (avg $2K), mostly in Indiana. 21% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $60,130
- +36.3% vs 2024
- Grants made (2025)
- 30
- +25.0% vs 2024
- Average grant
- $2,004
- +9.0% vs 2024
- Median grant
- $2,000
- Total assets
- $480,357
- -3.8% vs 2024
- New grantees (estimate)
- 21% first-time grantees (4 of 19, 2025; small sample)
- Primary geography
- Indiana (54% 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 Robert L & Mary J Bartlett
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests.
- Contact
Mailing address: 327 Western Hills Dr, Mount Vernon, IN 47620
Phone: (812) 838-2597
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Robert L & Mary J Bartlett funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Habitat of Evansville ($10K across 2 grants). Together the top 10 received $53K.
Grant Size Distribution
120 grants across all recorded years
The most common grant size was under $50K: 120 grants of 120 (100%).
Geographic Focus
Where this funder awards grants
In 2025, recipients in Indiana received 54% of grant dollars. Recipients in North Carolina and Colorado each received 12%, while those in Tennessee and Ohio each received 7%.
Grant Distribution by State
Share of 2025 grant dollars across all 30 itemized grants.
States
Cities
Is Robert L & Mary J Bartlett open to new grantees?
21%
first-time grantees, 2025
In 2025, 4 of 19 grantees (21%) were first-time recipients. With only 19 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $2K; repeat grants $4K. How we count
Medians: $483 first-time, $4K repeat.
- 79% of 2025 grantees were also funded in 2024. Method
- Giving grew 66% from 2022 to 2025. Method
- In 2025 it paid out 120% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). 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 2020 to 2025, annual grant giving ranged from $32K (2023) to $60K (2025). In 2025 it made 30 grants totaling $60K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Habitat of Evansville Evansville, IN | Decent & Affordable Housing | $5,000 |
| Habitat of Evansville Evansville, IN | Decent & Affordable Housing | $5,000 |
| Youth First Inc Evansville, IN | Family Assistance | $5,000 |
| Jonathan Edwards Whites Creek, TN | Educational | $4,000 |
| Indiana University Foundation Bloomington, IN | Medical | $3,000 |
| Wolfgang Orchestra and Chorus Mt Vernon, IN | Educational | $3,000 |
| Compassion International Colorado Springs, CO | Religious | $2,500 |
| Black Mountain Home for Black Mountain, NC | Family Assistance | $2,500 |
| Riverlink Asheville, NC | Environmental | $2,500 |
| Compassion International Colorado Springs, CO | Religious | $2,500 |
Ready to take the next step with Robert L & Mary J Bartlett?
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 | $480,357 | $53,608 | $72,554 | $60,130 | 30 | $67,279 | $4,305 | $56,271 |
| 2024 | $499,303 | $12,411 | $55,074 | $44,125 | 24 | $44,125 | $9,578 | $50,311 |
| 2023 | $541,966 | $81,980 | $40,096 | $31,750 | 21 | $36,211 | $5,035 | $36,894 |
| 2022 | $500,082 | $-4,884 | $46,439 | $36,250 | 24 | $41,632 | $2,416 | $38,534 |
| 2021 | $551,405 | $84,171 | $51,943 | $40,250 | 21 | $46,347 | $489 | $45,725 |
| 2020 | $519,177 | $33,251 | $44,307 | $35,500 | 19 | — | $5,586 | $33,925 |
Under IRS private-foundation payout rules, Robert L & Mary J Bartlett reported a distributable amount of $56K 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
No mission statement for the foundation is provided. Its 2025 grants include support for housing, youth and family assistance, education, medical purposes, religious organizations, and environmental work.
Among its grantees, Youth First describes its work as strengthening youth and families through school-based prevention and early intervention addressing mental health, healthy behaviors, substance use prevention, and student success. RiverLink says it promotes the environmental and economic vitality of the French Broad River and its watershed. The Indiana University Foundation describes its role as maximizing philanthropic support for Indiana University through fundraising and advancement services.
Grantmaking
In 2025, the foundation gave $60,130 through 30 grants. Individual grants ranged from $165 to $5,000, with a median of $2,000.
Notable 2025 awards included $5,000 each to Habitat of Evansville for decent and affordable housing and Youth First Inc for family assistance; $4,000 to Jonathan Edwards for educational purposes; and $3,000 to the Indiana University Foundation for medical purposes and to Wolfgang Orchestra and Chorus for educational purposes. Other listed awards included $2,500 to Compassion International for religious purposes, Black Mountain Home for family assistance, and RiverLink for environmental purposes.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists James R Bartlett as president and Patricia Bartlett, Lisa J Haworth, and Robert J Bartlett as directors.
Robert L & Mary J Bartlett is led by James R. Bartlett, President on every filing since 2020; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
James R. Bartlett
President
On filings since 2020
No compensation reported
Patricia Bartlett
Director
On filings since 2020
No compensation reported
Robert J. Bartlett
Director
Vice President → Director, 2023
On filings since 2020
No compensation reported
Lisa J. Haworth
Director
On filings since 2023
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Robert L & Mary J Bartlett
How much does Robert L & Mary J Bartlett give each year?
Robert L & Mary J Bartlett gave $60K across 30 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $44K across 24 grants.
What is Robert L & Mary J Bartlett's typical grant size?
Robert L & Mary J Bartlett's median grant in 2025 was $2,000, and its average grant was $2,004, across 30 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Robert L & Mary J Bartlett that year got $2K on average.
Where does Robert L & Mary J Bartlett give grants?
Robert L & Mary J Bartlett gives mostly in Indiana: 54% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were North Carolina (12%) and Colorado (12%). The most frequent recipient cities were Mt Vernon, IN (7 grants), Colorado Springs, CO (4 grants), Evansville, IN (3 grants) and Bloomington, IN (2 grants).
Does Robert L & Mary J Bartlett give general operating support?
Not in 2025: none of the 30 grants with a stated purpose on Robert L & Mary J Bartlett's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Religious" (17 grants) and "Educational" (5 grants).
Who are Robert L & Mary J Bartlett's largest grantees?
Robert L & Mary J Bartlett's largest 2025 grantees include Habitat of Evansville ($10,000 across 2 grants), First Presbyterian Church ($7,000 across 5 grants) and Indiana University Foundation ($5,500 across 2 grants), according to its 2025 IRS Form 990-PF. Together they received 37% of its itemized 2025 grant dollars.
How large is Robert L & Mary J Bartlett?
Robert L & Mary J Bartlett reported $480K in total assets on its 2025 IRS Form 990-PF. It paid out $67K in qualifying distributions that year, against a required minimum of $56K (roughly 5% of its investment assets).
What does Robert L & Mary J Bartlett fund?
No mission statement for the foundation is provided. Its 2025 grants include support for housing, youth and family assistance, education, medical purposes, religious organizations, and environmental work. See mission & focus areas ↑
How do I apply for a grant from Robert L & Mary J Bartlett?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Robert L & Mary J Bartlett's EIN?
Robert L & Mary J Bartlett's EIN (Employer Identification Number) is 26-3099558. IRS Form 990 filing data is available on this page for 2020–2025.
Does Robert L & Mary J Bartlett accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 30, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 3, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 19, 2026)
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Cite this profile
Grantable. (2026). Robert L & Mary J Bartlett funder profile. GrantGraph. Retrieved October 4, 2026, from https://grantable.co/funders/robert-l-and-mary-j-bartlett-morg_a79ad988b4b143589789747a49dded98
BibTeX
@misc{grantable_263099558_2026,
author = {{Grantable}},
title = {{Robert L \& Mary J Bartlett funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/robert-l-and-mary-j-bartlett-morg_a79ad988b4b143589789747a49dded98},
note = {Accessed 2026-10-04. 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 Robert L & Mary J Bartlett'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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