The Susan & Barry E Tatelman Family Foundation is a private foundation established in 2001 and granted tax-exempt status in 2002. Based in Lincoln, Massachusetts, the foundation operates as a 501(c)(3) organization dedicated to philanthropic grantmaking.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$609K
-51.0% YoY
Annual Giving
$657K
+28.3% YoY
Grant Count
10
+0.0% YoY
Avg Grant Size
$66K
+28.3% YoY
Under IRS private-foundation payout rules, Susan & Barry E Tatelman Family reported a distributable amount of $66K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation does not maintain a publicly stated mission statement. However, its grantmaking priorities focus on:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
The foundation primarily makes general and unrestricted grants to organizations.
Grantmaking
The foundation made 11 grants in 2024, with total giving of $656,900. Notable recent grants include:
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Geographic Focus
Where this funder awards grants
The foundation's grantmaking extends across multiple states, with primary focus areas in:
- Massachusetts
- Florida
- New York
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of December 31, 2024:
- Total Assets: $609,440
- Total Revenues: $58,666
- Total Expenses: $692,500
- Total Liabilities: $0
Investment Income: $22,159 (2024)
The foundation's expenses exceed its annual revenues, indicating it distributes accumulated assets to support its grantmaking activities.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $609,440 | $1,243,274 | $1,060,485 |
| Revenue | $58,666 | $703,666 | $22,821 |
| Expenses | $692,500 | $520,877 | $489,890 |
| Qualifying Distributions | $656,900 | $512,100 | $481,349 |
| Net Investment Income | $81,022 | $947,125 | $20,469 |
| Distributable Amount | $65,922 | $72,712 | $105,436 |
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
138 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Nagen Project Inc ($250,000), Country Roads Foundation ($140,000), Martha's Vineyard Hospital Co Denise Shepici ($100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| COUNTRY ROADS FOUNDATION BROOKLYN, NY | GENERAL & UNRESTRICTED | $140,000 |
| ISLAND AUTISM WEST TISBURY, MA | GENERAL & UNRESTRICTED | $8,000 |
| JEWISH BIG BROTHER BIG SISTER NEWTON, MA | GENERAL & UNRESTRICTED | $10,000 |
| JEWISH FEDERATION OF PALM BEACH COUNTY INC WEST PALM BEACH, FL | GENERAL & UNRESTRICTED | $6,000 |
| JEWISH NATIONAL FUND BOCA RATON, FL | GENERAL & UNRESTRICTED | $10,000 |
| MARTHA'S VINEYARD HOSPITAL CO DENISE SHEPICI OAKS BLUFF, MA | GENERAL & UNRESTRICTED | $100,000 |
| MV YOUTH CHILMARK, MA | GENERAL & UNRESTRICTED | $51,900 |
| PLAYERS PHILANTHROPY FUND TOWSON, MD | GENERAL & UNRESTRICTED | $80,000 |
| THE ARNOLD P GOLD FOUNDATION ENGLEWOOD CLIFFS, NJ | GENERAL & UNRESTRICTED | $1,000 |
| THE NAGEN PROJECT INC BLOOMFIELD, CT | GENERAL & UNRESTRICTED | $250,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SUSAN TATELMAN | TRUSTEE | 1 | — |
| BARRY E TATELMAN | TRUSTEE | 1 | — |
Contact Information
Mailing Address: Co Fiduciary Tr 55 Old Bedford 30 Lincoln, MA 01773
Telephone: 781-274-9300
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Susan & Barry E Tatelman Family fund?
The foundation does not maintain a publicly stated mission statement. However, its grantmaking priorities focus on: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services The foundation primarily makes general and unrestricted grants to organizations.
How do I apply for a grant from Susan & Barry E Tatelman Family?
**Grant Activity (2024)** The foundation made 11 grants in 2024, with total giving of $656,900. Notable recent grants include: • The Nagen Project: $250,000 • Players Philanthropy Fund: $80,000 • MV Youth: $51,900 **Grant Characteristics** Typical award amounts range from $200,000 to $300,000, reflecting the foundation's substantial individual grants to select organizations.
Where does Susan & Barry E Tatelman Family make grants?
The foundation's grantmaking extends across multiple states, with primary focus areas in: • Massachusetts • Florida • New York
What size grants does Susan & Barry E Tatelman Family award?
In 2024, Susan & Barry E Tatelman Family awarded 10 grants totaling $657K — an average of about $66K per grant, based on its IRS Form 990 filings.
How much is Susan & Barry E Tatelman Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Susan & Barry E Tatelman Family reported a distributable amount of $66K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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