Robert L & Mary J Bartlett

MOUNT VERNON, IN EIN: 26-3099558

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

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

12states
+4 more states

Cities

AshevilleBlack MountainBloomingtonBrooklynCharlestonClevelandColorado SpringsEvansvilleGrand RapidsHendersonvilleHollandIndianapolisMt VernonSan AntonioScottsdaleTampaWashingtonWhites Creek

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$23K$46K$69K$93K20202021202220232024
Metric202420232022
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

$0$11K$22K$33K$44K19 grants202021 grants202124 grants202221 grants202324 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

GREEN HEART PROJECT$5KJONATHAN EDWARDS$4KFIRST PRESBYTERIAN CHURCH$3KINDIANA UNIVERSITY FOUND…$3KCOMPASSION INTERNATIONAL$3KBLACK MOUNTAIN HOME FOR$3KRIVERLINK$3KBAPTIST MID MISSIONS$2KFIRST PRESBYTERIAN CHURCH$2KFAMILY MATTERS$2K

Grant Size Distribution

109 grants across all recorded years

109<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

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

NameTitleHoursCompensation
JAMES R BARTLETTPRESIDENT
PATRICIA BARTLETTDIRECTOR
LISA J HAWORTHDIRECTOR
ROBERT J BARTLETTDIRECTOR

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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