Robert L & Mary J Bartlett
Robert L & Mary J Bartlett is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MOUNT VERNON, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $499K in total assets. In 2024, it awarded 24 grants totaling $44K. Net investment income was $10K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$499K
-7.9% YoY
Annual Giving
$44K
+39.0% YoY
Grant Count
24
+14.3% YoY
Avg Grant Size
$2K
+21.6% YoY
Under IRS private-foundation payout rules, Robert L & Mary J Bartlett reported a distributable amount of $50K for 2024 — the minimum it must pay out in qualifying distributions.
About Robert L & Mary J Bartlett
Based on IRS filings
Robert L & Mary J Bartlett is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MOUNT VERNON, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $499K in total assets. In 2024, it awarded 24 grants totaling $44K. Net investment income was $10K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $499,303 | $541,966 | $500,082 |
| Revenue | $12,411 | $81,980 | $-4,884 |
| Expenses | $55,074 | $40,096 | $46,439 |
| Qualifying Distributions | $44,125 | $36,211 | $41,632 |
| Net Investment Income | $9,578 | $5,035 | $2,416 |
| Distributable Amount | $50,311 | $36,894 | $38,534 |
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
109 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Green Heart Project ($5,000), Jonathan Edwards ($4,000), First Presbyterian Church ($3,000).
| Recipient | Purpose | Amount |
|---|---|---|
| FIRST PRESBYTERIAN CHURCH MT VERNON, IN | RELIGIOUS | $3,000 |
| CROSS ROADS PRISON MINISTRY GRAND RAPIDS, MI | RELIGIOUS | $1,500 |
| PATCHWORK CENTRAL INC EVANSVILLE, IN | EDUCATION & YOUTH DEVELOPMENT | $1,000 |
| WOLFGANG ORCHESTRA AND CHORUS MT VERNON, IN | EDUCATIONAL | $1,000 |
| FIRST PRESBYTERIAN CHURCH MT VERNON, IN | RELIGIOUS | $500 |
| INDIANA UNIVERSITY FOUNDATION BLOOMINGTON, IN | MEDICAL | $3,000 |
| EVERY HOME FOR CHRIST COLORADO SPRINGS, CO | RELIGIOUS | $1,000 |
| GREEN HEART PROJECT CHARLESTON, SC | EDUCATIONAL | $5,000 |
| FIRST PRESBYTERIAN CHURCH MT VERNON, IN | RELIGIOUS | $500 |
| FOCUS ON THE FAMILY COLORADO SPRINGS, CO | RELIGIOUS | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES R BARTLETT | PRESIDENT | — | — |
| PATRICIA BARTLETT | DIRECTOR | — | — |
| LISA J HAWORTH | DIRECTOR | — | — |
| ROBERT J BARTLETT | DIRECTOR | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Robert L & Mary J Bartlett?
Robert L & Mary J Bartlett is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MOUNT VERNON, IN. It holds $499K in total assets as of 2024.
How large is Robert L & Mary J Bartlett?
As of 2024, Robert L & Mary J Bartlett holds $499K in total assets with $12K in annual revenue. It awarded 24 grants totaling $44K in 2024.
Where does Robert L & Mary J Bartlett operate?
Robert L & Mary J Bartlett has awarded grants in Arizona, Colorado, District of Columbia, Florida, Indiana, Michigan, North Carolina, New York, Ohio, South Carolina, Tennessee, Texas.
What size grants does Robert L & Mary J Bartlett award?
In 2024, Robert L & Mary J Bartlett awarded 24 grants totaling $44K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Robert L & Mary J Bartlett required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert L & Mary J Bartlett reported a distributable amount of $50K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.