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.
The Bartlett Foundation at a glance
In short: The Bartlett Foundation gave $345K across 8 grants in 2024 (avg $43K), mostly in California. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $345,000
- +17.9% vs 2023
- Grants made (2024)
- 8
- +14.3% vs 2023
- Average grant
- $43,125
- +3.2% vs 2023
- Median grant
- $22,500
- Total assets
- $2,878,133
- -6.3% vs 2023
- Primary geography
- California (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Bartlett Foundation funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
The largest 2024 recipient was Boys & Girls Clubs of San Francisco ($130K). Together the top 8 received $345K.
Grant Size Distribution
24 grants across all recorded years
The most common grant size was under $50K: 16 grants of 24 (67%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 8 itemized grants.
Cities
How The Bartlett Foundation gives
- Giving held roughly steady from 2021 to 2024 (−13%). Method
- In 2024 it paid out 235% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $293K (2023) to $395K (2021). In 2024 it made 8 grants totaling $345K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Boys & Girls Clubs of San Francisco San Francisco, CA | Unrestricted | $130,000 |
| San Francisco University High School San Francisco, CA | Unrestricted | $100,000 |
| Town School for Boys San Francisco, CA | Unrestricted | $35,000 |
| Marin Community Foundation Novato, CA | Unrestricted | $25,000 |
| The Hamlin School San Francisco, CA | Unrestricted | $20,000 |
| Northern Light School Oakland, CA | Unrestricted | $15,000 |
| Tipping Point Community San Francisco, CA | Unrestricted | $10,000 |
| The Guardsmen San Francisco, CA | Unrestricted | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $2,878,133 | $150,487 | $345,096 | $345,000 | 8 | $345,075 | $117,718 | $146,927 |
| 2023 | $3,072,742 | $171,266 | $303,346 | $292,500 | 7 | $292,600 | $155,306 | $148,214 |
| 2022 | $3,204,822 | $572,658 | $345,356 | $345,000 | 3 | $345,075 | $542,539 | $138,514 |
| 2021 | $2,977,520 | $241,428 | $524,824 | $395,000 | 4 | $395,600 | $123,576 | $153,407 |
| 2020 | $3,260,916 | $797,493 | $434,173 | $375,000 | 2 | — | $382,217 | $155,287 |
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.
Leadership & Key People
Officers and directors from IRS filings
The Bartlett Foundation's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Jamie Bartlett
Director
On filings since 2020
5 hrs/week
No compensation reported
William Bartlett
Director
On filings since 2020
5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Bartlett Foundation
How much does The Bartlett Foundation give each year?
The Bartlett Foundation gave $345K across 8 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $293K across 7 grants.
What is The Bartlett Foundation's typical grant size?
The Bartlett Foundation's median grant in 2024 was $22,500, and its average grant was $43,125, across 8 grants on its 2024 IRS Form 990-PF.
Where does The Bartlett Foundation give grants?
The Bartlett Foundation gives mostly in California: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were San Francisco, CA (6 grants).
Does The Bartlett Foundation give general operating support?
Yes: 100% of The Bartlett Foundation's 2024 grants with a stated purpose (8 of 8) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are The Bartlett Foundation's largest grantees?
The Bartlett Foundation's largest 2024 grantees include Boys & Girls Clubs of San Francisco ($130,000), San Francisco University High School ($100,000) and Town School for Boys ($35,000), according to its 2024 IRS Form 990-PF. Together they received 77% of its itemized 2024 grant dollars.
How large is The Bartlett Foundation?
The Bartlett Foundation reported $2.9M in total assets on its 2024 IRS Form 990-PF. It paid out $345K in qualifying distributions that year, against a required minimum of $147K (roughly 5% of its investment assets).
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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