Edward E & Helen Turner Bartlett Foundation
- Assets
- $26.8m
- Revenue
- $4.2m
- Investments
- $26.4m
- Employees
- 0
- Location
- Tulsa, OK
- Founding
- 01/1964
- Data as of
- 12/2022
- EIN
- 73-6092250
Organization Overview
Edward E & Helen Turner Bartlett Foundation is located in Tulsa, OK. The organization was established in 1964. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Edward E & Helen Turner Bartlett Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Edward E & Helen Turner Bartlett Foundation generated $4.2m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 16.9% each year . All expenses for the organization totaled $2.0m during the year ending 12/2022. While expenses have increased by 3.9% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Edward E & Helen Turner Bartlett Foundation has awarded 240 individual grants totaling $10,361,204. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
The Trust Company Of Oklahoma Trustee | 5 | $131,094 | |
Harrison I Bartlett II Co-Trustee | 2 | $20,000 | |
R Lynn Fesperman Co-Trustee | 2 | $20,000 | |
Harrison I Bartlett III Co-Trustee | 2 | $20,000 | |
Sarah E Bartlett Co-Trustee | 2 | $20,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $7,628 |
| Dividends & Interest | $740,693 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $3,398,099 |
| Capital Gain Net Income | $3,398,099 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $24,144 |
| Total Revenue | $4,170,564 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $211,094 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $42,058 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $240 |
| Total operating and administrative expenses | $255,165 |
| Contributions, gifts, grants paid | $1,723,363 |
| Total expenses and disbursements | $1,978,528 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $443,381 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $12 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $26,795,732 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Edward E & Helen Turner Bartlett Foundation has awarded $1,723,363 in support to 49 organizations.
| Grant Recipient | Amount |
|---|---|
OKLAHOMA STATE UNIVERSITY FOUNDATION PURPOSE: SCHOLARSHIP | $137,500 |
UNIVERSITY OF OKLAHOMA FOUNDATION PURPOSE: SCHOLARSHIP | $106,500 |
SAPULPA PUBLIC SCHOOLS PURPOSE: PROGRAM SERVICES | $282,959 |
SAPULPA AREA CHAMBER FOUNDATION INC PURPOSE: PROGRAM SERVICES | $15,000 |
CREEK COUNTY LITERACY PROGRAM PURPOSE: PROGRAM SERVICES | $40,000 |
YOUTH SERVICES OF CREEK COUNTY PURPOSE: PROGRAM SERVICES | $10,000 |