Bartlett Tree Foundation Inc
- Assets
- $1.0m
- Revenue
- $75.9k
- Investments
- $722.0k
- Employees
- 0
- Location
- Stamford, CT
- Founding
- 05/1987
- Data as of
- 09/2023
- EIN
- 22-2770557
Organization Overview
Bartlett Tree Foundation Inc is located in Stamford, CT. The organization was established in 1987. 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. Bartlett Tree Foundation Inc 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 09/2023, Bartlett Tree Foundation Inc generated $75.9k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (18.5%) each year. All expenses for the organization totaled $55.6k during the year ending 09/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Bartlett Tree Foundation Inc has awarded 98 individual grants totaling $220,025. 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.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
ACADEMIC GRANTS TO 2 AND 4 YEAR COLLEGES UNIVERSITIES VOCATIONAL SCHOOLS AND PROGRAMS FOR SCHOLARSHIPS. ALL GRANTS ARE TO DEFRAY THE COST OF TUITION. A TOTAL OF 23 INSTITUTIONS OR PROGRAMS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Robert Bartlett President | 1 | $0 | |
Carol Donnelly Treasurer | 1 | $0 | |
Alan Jones Director | 3 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $7,487 |
| Interest on Savings | $73 |
| Dividends & Interest | $68,339 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $75,899 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,100 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $40 |
| Total operating and administrative expenses | $1,140 |
| Contributions, gifts, grants paid | $54,500 |
| Total expenses and disbursements | $55,640 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | -$8,607 |
| Savings and temporary cash investments | $305,687 |
| 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 | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,019,065 |
| 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, Bartlett Tree Foundation Inc has awarded $54,500 in support to 23 organizations.
| Grant Recipient | Amount |
|---|---|
UNIVERISTY OF RHODE ISLAND PURPOSE: ACADEMIC GRANT | $3,000 |
STEVEN F AUSTIN STATE UNIVERSITY PURPOSE: ACADEMIC GRANT | $3,000 |
MID STATE TECHNICAL COLLEGE PURPOSE: ACADEMIC GRANT | $1,500 |
CUYAHOGA COMMUNITY COLLEGE PURPOSE: ACADEMIC GRANT | $1,500 |
MICHIGAN STATE UNIVERSITY PURPOSE: ACADEMIC GRANT | $3,000 |
WEST VIRGINIA UNIVERSITY PURPOSE: ACADEMIC GRANT | $3,000 |