Susan & Barry E Tatelman Family

Private foundation · Grantmaker Lincoln, MA EIN: 47-6242074

Susan & Barry E Tatelman Family is a private foundation based in Lincoln, Massachusetts. Its 2025 filing reports grants to charitable organizations, all with a stated purpose of general and unrestricted support.

Key facts about Susan & Barry E Tatelman Family

In short: Susan & Barry E Tatelman Family gave $400K across 8 grants in 2025 (avg $50K), top state Connecticut. Source: 2025 IRS Form 990-PF.

EIN
47-6242074
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$399,500
Grants made (2025)
8
Average grant
$49,938
Median grant
$12,000
Total assets
$1,069,052
Primary geography
Connecticut (48% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2025; updated October 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.1M

+75.4% YoY

Annual Giving

$400K

-39.2% YoY

Grant Count

8

-20.0% YoY

Avg Grant Size

$50K

-24.0% YoY

Under IRS private-foundation payout rules, Susan & Barry E Tatelman Family reported a distributable amount of $38K for 2025 — the minimum it must pay out in qualifying distributions.

How Susan & Barry E Tatelman Family gives

  • Giving held roughly steady from 2022 to 2025 (−17%). Method
  • In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The foundation’s own mission is not stated in the available information. Its 2025 grants included support for organizations working in areas such as antisemitism, youth education and empowerment, health care access, Jewish community-building, and cellular therapy. These are the grantees’ stated missions, not the foundation’s.

For example, The Nagen Project describes its work as addressing antisemitism through research, legal action, and strategic communications. Precious Project says it aims to nurture, educate, and empower impoverished youth in Tanzania. Island Health says it provides community-based health safety-net services and programs to improve access to care for residents and visitors of Martha’s Vineyard.

Grantmaking

In 2025, the foundation reported 8 grants totaling $399,500. Grant amounts ranged from $2,500 to $192,000, with a median of $12,000. The largest awards were $192,000 to The Nagen Project Inc and $115,000 to Country Roads Foundation, both for general and unrestricted purposes. Other reported grants included $50,000 to Martha’s Vineyard Hospital, $14,000 to Precious Project, and $10,000 each to Island Health Inc and Jewish Big Brother Big Sister.

The foundation reported 10 grants totaling $656,900 in 2024 and 10 grants totaling $512,100 in 2023.

How to Apply

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

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Geographic Focus

Where this funder awards grants

In 2025, grant dollars went to recipients in Connecticut (48%), New York (29%), Massachusetts (21%), and Florida (2%).

Grant Distribution by State

11states

Share of 2025 grant dollars across all 8 itemized grants.

Cities

BrooklineBostonNew YorkBrooklynNewtonBoca RatonChestnut HillDedhamLincolnWest Palm BeachBloomfieldChicagoChilmarkAtlantaCascoElkins ParkEnglewood CliffsNW WashingtonOaks BluffRockville Center

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K41 grants2020 38 grants2021 39 grants2022 10 grants2023 10 grants2024 8 grants2025

From 2020 to 2025, annual grant giving ranged from $359K (2021) to $702K (2020). In 2025 it made 8 grants totaling $400K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

The Nagen Project Inc: $192KThe Nagen Project Inc$192KCountry Roads Foundation: $115KCountry Roads Foundation$115KMartha's Vineyard Hospital: $50KMartha's Vineyard Hospital$50KPrecious Project: $14KPrecious Project$14KIsland Health Inc: $10KIsland Health Inc$10KJewish Big Brother Big Sister: $10KJewish Big Brother Big Sister$10KJewish Federation of Palm Beach County Inc: $6KJewish Federation of PalmBeach County Inc$6KGift of Life Marrow Registry: $3KGift of Life Marrow Registry$3K

The largest 2025 recipient was The Nagen Project Inc ($192K). Together the top 8 received $400K.

Grant Size Distribution

105 grants across all recorded years

88<$50K10$50–100K5$100–250K2$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 88 grants of 105 (84%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Nagen Project Inc Bloomfield, CTGeneral & Unrestricted$192,000
Country Roads Foundation Brooklyn, NYGeneral & Unrestricted$115,000
Martha's Vineyard Hospital Oaks Bluff, MAGeneral & Unrestricted$50,000
Precious Project Lincoln, MAGeneral & Unrestricted$14,000
Island Health Inc West Tisbury, MAGeneral & Unrestricted$10,000
Jewish Big Brother Big Sister Newton, MAGeneral & Unrestricted$10,000
Jewish Federation of Palm Beach County Inc West Palm Beach, FLGeneral & Unrestricted$6,000
Gift of Life Marrow Registry Boca Raton, FLGeneral & Unrestricted$2,500

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $1,069,052 $869,382 $409,770 $399,500
2024 $609,440 $58,666 $692,500 $656,900
2023 $1,243,274 $703,666 $520,877 $512,100
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,069,052$609,440$1,243,274
Revenue$869,382$58,666$703,666
Expenses$409,770$692,500$520,877
Qualifying Distributions$399,500$656,900$512,100
Net Investment Income$808,513$81,022$947,125
Distributable Amount$38,456$65,922$72,712

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS August 24, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Susan Tatelman and Barry E Tatelman as trustees.

Susan & Barry E Tatelman Family's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Barry E. Tatelman

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Susan Tatelman

    Trustee

    On filings since 2020

    1 hr/week

    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.

Contact

Mailing address: Co Fiduciary Tr 55 Old Bedford 30, Lincoln, MA 01773
Phone: (781) 274-9300

Frequently asked questions about Susan & Barry E Tatelman Family

How much does Susan & Barry E Tatelman Family give each year?

Susan & Barry E Tatelman Family gave $400K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $657K across 10 grants.

What is Susan & Barry E Tatelman Family's typical grant size?

Susan & Barry E Tatelman Family's median grant in 2025 was $12,000, and its average grant was $49,938, across 8 grants on its 2025 IRS Form 990-PF.

Where does Susan & Barry E Tatelman Family give grants?

Susan & Barry E Tatelman Family's top state is Connecticut, with 48% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were New York (29%) and Massachusetts (21%).

Does Susan & Barry E Tatelman Family give general operating support?

Yes: 100% of Susan & Barry E Tatelman Family's 2025 grants with a stated purpose (8 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Susan & Barry E Tatelman Family's largest grantees?

Susan & Barry E Tatelman Family's largest 2025 grantees include The Nagen Project Inc ($192,000), Country Roads Foundation ($115,000) and Martha's Vineyard Hospital ($50,000), according to its 2025 IRS Form 990-PF. Together they received 89% of its itemized 2025 grant dollars.

How large is Susan & Barry E Tatelman Family?

Susan & Barry E Tatelman Family reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $400K in qualifying distributions that year, against a required minimum of $38K (roughly 5% of its investment assets).

What does Susan & Barry E Tatelman Family fund?

The foundation’s own mission is not stated in the available information. Its 2025 grants included support for organizations working in areas such as antisemitism, youth education and empowerment, health care access, Jewish community-building, and cellular therapy. See mission & focus areas ↑

How do I apply for a grant from Susan & Barry E Tatelman Family?

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Susan & Barry E Tatelman Family's EIN?

Susan & Barry E Tatelman Family's EIN (Employer Identification Number) is 47-6242074. IRS Form 990 filing data is available on this page for 2020–2025.

Does Susan & Barry E Tatelman Family 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.

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