Nonprofit · EIN 73-6092250
EDWARD E & HELEN TURNER BARTLETT FOUNDATION
Tax-exempt · TULSA, OK 74101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $6,159,514 | $2,283,898 | $3,875,616 | $29,846,059 | $0 | $29,846,059 |
| December 31, 2024 | 990-PF | $1,452,363 | $2,345,156 | -$892,793 | $25,972,687 | $0 | $25,972,687 |
| December 31, 2023 | 990-PF | $2,249,166 | $2,129,954 | $119,212 | $26,889,636 | $0 | $26,889,636 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $926,625
- Net gain from sales of assets
- $5,224,798
- Other income
- $8,091
Expenses
- Grants and similar amounts paid
- $2,039,814
- Compensation of officers, directors and key employees
- $223,611
- Disbursements for charitable purposes
- $2,151,103
- Excise tax on investment income
- $83,789
Balance sheet and other
- Total assets, start of year
- $25,972,687
- Total assets, end of year
- $29,846,059
- Total liabilities, end of year
- $0
- Net assets, end of year
- $29,846,059
- Fair market value of assets
- $44,988,030
- Qualifying distributions
- $2,151,103
- Net investment income
- $6,151,750
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE TRUST COMPANY OF OKLAHOMA PO BOX 3627, TULSA, OK 741013627 | Trustee | 5 | $143,611 |
| HARRISON I BARTLETT II PO BOX 1166, SAPULPA, OK 740671166 | CO-TRUSTEE | 2 | $20,000 |
| R LYNN FESPERMAN 709 S BOSTON, TULSA, OK 74119 | CO-TRUSTEE | 2 | $20,000 |
| HARRISON I BARTLETT III PO BOX 1166, SAPULPA, OK 74067 | CO-TRUSTEE | 2 | $20,000 |
| SARAH E BARTLETT PO BOX 1166, SAPULPA, OK 74067 | CO-TRUSTEE | 2 | $20,000 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE TRUST COMPANY OF OKLAHOMA PO BOX 3627, TULSA, OK 741013627 | Trustee | 5 | $138,189 |
| HARRISON I BARTLETT II PO BOX 1166, SAPULPA, OK 740671166 | CO-TRUSTEE | 2 | $20,000 |
| R LYNN FESPERMAN 709 S BOSTON, TULSA, OK 74119 | CO-TRUSTEE | 2 | $20,000 |
| HARRISON I BARTLETT III PO BOX 1166, SAPULPA, OK 74067 | CO-TRUSTEE | 2 | $20,000 |
| SARAH E BARTLETT PO BOX 1166, SAPULPA, OK 74067 | CO-TRUSTEE | 2 | $20,000 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE TRUST COMPANY OF OKLAHOMA PO BOX 3627, TULSA, OK 741013627 | Trustee | 5 | $127,154 |
| HARRISON I BARTLETT II PO BOX 1166, SAPULPA, OK 740671166 | CO-TRUSTEE | 2 | $20,000 |
| R LYNN FESPERMAN 709 S BOSTON, TULSA, OK 74119 | CO-TRUSTEE | 2 | $20,000 |
| HARRISON I BARTLETT III PO BOX 1166, SAPULPA, OK 74067 | CO-TRUSTEE | 2 | $20,000 |
| SARAH E BARTLETT PO BOX 1166, SAPULPA, OK 74067 | CO-TRUSTEE | 2 | $20,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 3627, TULSA, OK 74101-3627
- In care of
- % BANK ONE TRUST COMPANY
- Signed the 990-PF
- THE TRUST COMPANY OF OKLAHOMA, Trustee
- Phone
- (918) 744-0553
- Return prepared by
- Halley McDaniel & Cuite PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 73-6092250
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1964
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $29,846,059
- Income (IRS master file)
- $13,349,405
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $6,159,514 | $2,283,898 | $29,846,059 | IRS |
| 990-PF | December 2024 | $1,452,363 | $2,345,156 | $25,972,687 | IRS |
| 990-PF | December 2023 | $2,249,166 | $2,129,954 | $26,889,636 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 73-6092250).
Questions about EDWARD E & HELEN TURNER BARTLETT FOUNDATION
- What is the EIN of EDWARD E & HELEN TURNER BARTLETT FOUNDATION?
- The employer identification number (EIN) of EDWARD E & HELEN TURNER BARTLETT FOUNDATION is 73-6092250.
- Is EDWARD E & HELEN TURNER BARTLETT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to EDWARD E & HELEN TURNER BARTLETT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does EDWARD E & HELEN TURNER BARTLETT FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of EDWARD E & HELEN TURNER BARTLETT FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EDWARD E & HELEN TURNER BARTLETT FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of EDWARD E & HELEN TURNER BARTLETT FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 5 received compensation from the organization, the highest $143,611 (THE TRUST COMPANY OF OKLAHOMA, Trustee).
- How much revenue does EDWARD E & HELEN TURNER BARTLETT FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $6,159,514, expenses of $2,283,898 and total assets of $29,846,059 at year end.
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