William Bartram and Eloise Williams

LEXINGTON, KY EIN: 26-2852365

William Bartram and Eloise Williams is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LEXINGTON, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 11 grants totaling $185K. Net investment income was $135K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.4M

-1.7% YoY

Annual Giving

$185K

-31.5% YoY

Grant Count

-8.3% YoY

Avg Grant Size

$17K

-25.3% YoY

Under IRS private-foundation payout rules, William Bartram and Eloise Williams reported a distributable amount of $233K for 2024 — the minimum it must pay out in qualifying distributions.

About William Bartram and Eloise Williams

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Kentucky $878K (92%)

North Carolina $75K (8%)

States

Kentucky North Carolina

Cities

ArapahoeDanvilleLexingtonPikeville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,377,920	$1,402,102	$1,688,036
Revenue	$186,015	$7,202	$112,207
Expenses	$210,100	$292,396	$185,650
Qualifying Distributions	$186,170	$271,133	$161,208
Net Investment Income	$134,613	$34,053	$88,877
Distributable Amount	$233,401	$202,150	$211,123

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

49 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Uk Healthcare-university of Kentucky ($50,000), Kentucky Easter Seal Society Inc ($25,000), University of Kentucky Markey Cancer Center ($25,000).

Recipient	Purpose	Amount
BLUEGRASS CARE NAVIGATORS LEXINGTON, KY	FOR ORGANIZATION'S PURPOSE OF PROVIDING QUALITY END OF LIFE CARE TO TERMINALLY ILL PATIENTS AND THEIR FAMILIES	$5,000
CAMP SEA GULLCAMP SEAFARER ARAPAHOE, NC	TO SUPPORT THE ORGANIZATION'S MISSION	$15,000
KENTUCKY EASTER SEAL SOCIETY INC LEXINGTON, KY	TO SUPPORT THE ORGANIZATION'S MISSION	$25,000
LEXINGTON PUBLIC LIBRARY FOUNDATION LEXINGTON, KY	TO SUPPORT THE ORGANIZATION'S MISSION	$5,000
THE LEXINGTON CANCER FOUNDATION LEXINGTON, KY	FOR THE FOUNDATION'S MISSION OF CANCER RESEARCH, EDUCATION AND CARE PROGRAMS	$10,000
TOWN BRANCH PARK LEXINGTON, KY	TO SUPPORT THE ORGANIZATION'S MISSION IN CREATING A PUBLIC SPACE IN DOWNTOWN LEXINGTON, KENTUCKY	$20,000
UK HEALTHCARE-UNIVERSITY OF KENTUCKY LEXINGTON, KY	FOR HOSPITAL'S MEDICAL RESEARCH AND CARE GOALS TO MAINTAIN PROGRAM EXCELLENCE THROUGH THE GIFT FUND	$50,000
UNIVERSITY OF KENTUCKY MARKEY CANCER CENTER LEXINGTON, KY	FOR THE CENTER'S MISSION OF REDUCING CANCER MORTALITY THROUGH CANCER RESEARCH AND TREATMENT	$25,000
UNIVERSITY OF PIKEVILLE PIKEVILLE, KY	TO SUPPORT THE ORGANIZATION'S MISSION	$25,000
THE NEST LEXINGTON, KY	TO SUPPORT THE ORGANIZATION'S MISSION TO PROVIDE SUPPORT FOR WOMEN AND CHLDREN	$2,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
MARY BARTRAM STURGILL HARTLEY	SEC/TREASURER	—	—
RICHARD A STURGILL	DIRECTOR	—	—
EMILY B HARTLEY	DIRECTOR	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is William Bartram and Eloise Williams?

William Bartram and Eloise Williams is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LEXINGTON, KY. It holds $1.4M in total assets as of 2024.

How large is William Bartram and Eloise Williams?

As of 2024, William Bartram and Eloise Williams holds $1.4M in total assets with $186K in annual revenue. It awarded 11 grants totaling $185K in 2024.

Where does William Bartram and Eloise Williams operate?

William Bartram and Eloise Williams has awarded grants in Kentucky, North Carolina.

What size grants does William Bartram and Eloise Williams award?

In 2024, William Bartram and Eloise Williams awarded 11 grants totaling $185K — an average of about $17K per grant, based on its IRS Form 990 filings.

How much is William Bartram and Eloise Williams required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, William Bartram and Eloise Williams reported a distributable amount of $233K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is William Bartram and Eloise Williams's EIN?

William Bartram and Eloise Williams's EIN (Employer Identification Number) is 26-2852365. IRS Form 990 filing data is available on this page for 2020–2024.