Susan & Barry E Tatelman Family
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.
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
Share of 2025 grant dollars across all 8 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
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 largest 2025 recipient was The Nagen Project Inc ($192K). Together the top 8 received $400K.
Grant Size Distribution
105 grants across all recorded years
The most common grant size was under $50K: 88 grants of 105 (84%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Nagen Project Inc Bloomfield, CT | General & Unrestricted | $192,000 |
| Country Roads Foundation Brooklyn, NY | General & Unrestricted | $115,000 |
| Martha's Vineyard Hospital Oaks Bluff, MA | General & Unrestricted | $50,000 |
| Precious Project Lincoln, MA | General & Unrestricted | $14,000 |
| Island Health Inc West Tisbury, MA | General & Unrestricted | $10,000 |
| 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 |
| Gift of Life Marrow Registry Boca Raton, FL | General & 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 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 24, 2026)
- 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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