The Bartlett Foundation
The Bartlett Foundation is a private foundation, based in SAN FRANCISCO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.9M in total assets. In 2024, it awarded 8 grants totaling $345K. Net investment income was $118K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.9M
-6.3% YoY
Annual Giving
$345K
+17.9% YoY
Grant Count
8
+14.3% YoY
Avg Grant Size
$43K
+3.2% YoY
Under IRS private-foundation payout rules, The Bartlett Foundation reported a distributable amount of $147K for 2024 — the minimum it must pay out in qualifying distributions.
About The Bartlett Foundation
Based on IRS filings
The Bartlett Foundation is a private foundation, based in SAN FRANCISCO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.9M in total assets. In 2024, it awarded 8 grants totaling $345K. Net investment income was $118K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,878,133 | $3,072,742 | $3,204,822 |
| Revenue | $150,487 | $171,266 | $572,658 |
| Expenses | $345,096 | $303,346 | $345,356 |
| Qualifying Distributions | $345,075 | $292,600 | $345,075 |
| Net Investment Income | $117,718 | $155,306 | $542,539 |
| Distributable Amount | $146,927 | $148,214 | $138,514 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
24 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Boys & Girls Clubs of San Francisco ($130,000), San Francisco University High School ($100,000), Town School for Boys ($35,000).
| Recipient | Purpose | Amount |
|---|---|---|
| THE HAMLIN SCHOOL SAN FRANCISCO, CA | UNRESTRICTED | $20,000 |
| TOWN SCHOOL FOR BOYS SAN FRANCISCO, CA | UNRESTRICTED | $35,000 |
| BOYS & GIRLS CLUBS OF SAN FRANCISCO SAN FRANCISCO, CA | UNRESTRICTED | $130,000 |
| SAN FRANCISCO UNIVERSITY HIGH SCHOOL SAN FRANCISCO, CA | UNRESTRICTED | $100,000 |
| TIPPING POINT COMMUNITY SAN FRANCISCO, CA | UNRESTRICTED | $10,000 |
| THE GUARDSMEN SAN FRANCISCO, CA | UNRESTRICTED | $10,000 |
| NORTHERN LIGHT SCHOOL OAKLAND, CA | UNRESTRICTED | $15,000 |
| MARIN COMMUNITY FOUNDATION NOVATO, CA | UNRESTRICTED | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WILLIAM BARTLETT | DIRECTOR | 5 | — |
| JAMIE BARTLETT | DIRECTOR | 5 | — |
Frequently Asked Questions
How large is The Bartlett Foundation?
As of 2024, The Bartlett Foundation holds $2.9M in total assets with $150K in annual revenue. It awarded 8 grants totaling $345K in 2024.
Where does The Bartlett Foundation operate?
The Bartlett Foundation has awarded grants in California, Massachusetts, New Jersey.
What size grants does The Bartlett Foundation award?
In 2024, The Bartlett Foundation awarded 8 grants totaling $345K — an average of about $43K per grant, based on its IRS Form 990 filings.
How much is The Bartlett Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Bartlett Foundation reported a distributable amount of $147K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Bartlett Foundation's EIN?
The Bartlett Foundation's EIN (Employer Identification Number) is 83-2927213. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Bartlett Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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