Bartee Family Foundation

KIAWAH ISLAND, SC EIN: 26-2375750

Bartee Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in KIAWAH ISLAND, SC. IRS filing data is available for 2020. In 2020, it awarded 17 grants totaling $148K. Net investment income was $2K.

Financial Overview

From 2020 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$148K

Grant Count

17

Avg Grant Size

$9K

Under IRS private-foundation payout rules, Bartee Family Foundation reported a distributable amount of $7K for 2020 — the minimum it must pay out in qualifying distributions.

About Bartee Family Foundation

Based on IRS filings

Bartee Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in KIAWAH ISLAND, SC. IRS filing data is available for 2020. In 2020, it awarded 17 grants totaling $148K. Net investment income was $2K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Cities

BronxvilleCharlestonCharlottesvilleFort WorthKiawah IslandMontgomeryNew YorkNorth CharlestonSistersWinstonsalem

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$42K$84K$126K$169K2020
Metric2020
Total Assets
Revenue$3,490
Expenses$153,208
Qualifying Distributions
Net Investment Income$1,585
Distributable Amount$6,533

Giving Over Time

Total grant dollars and number of grants per year

$0$37K$74K$111K$148K17 grants2020

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2020

RONALD MCDONALD HOUSE CH…$50KWAKE FOREST UNIVERSITY (…$25KUNIVERSITY OF VIRGINIA (…$10KWAKE FOREST UNIVERSITY$10KKIAWAH CONSERVANCY$9KWAKE FOREST UNIVERSITY (…$5KEQUAL JUSTICE INITIATIVE$5KLOW COUNTRY FOOD BANK$5KCOMMUNITIES IN SCHOOLS$5KCHARLESTON GOSPEL CHOIR$5K

Grant Size Distribution

17 grants across all recorded years

16<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2020 grants, the largest include Ronald Mcdonald House Charities of Charleston ($50,000), Wake Forest University (athletics) ($25,000), University of Virginia (madison House) ($10,000).

RecipientPurposeAmount
ANGELA STANFORD FOUNDATION FORT WORTH, TXGENERAL OPERATING SUPPORT$3,000
UNIVERSITY OF VIRGINIA (MADISON HOUSE) CHARLOTTESVILLE, VAGENERAL OPERATING SUPPORT - MADISON HOUSE$10,000
WAKE FOREST UNIVERSITY (ATHLETICS) WINSTONSALEM, NCGENERAL OPERATING SUPPORT - FOOTBALL LOCKER ROOM CAPITAL FUND$25,000
WAKE FOREST UNIVERSITY (DEACON CLUB) WINSTONSALEM, NCGENERAL OPERATING SUPPORT - DEACON CLUB$5,000
WAKE FOREST UNIVERSITY WINSTONSALEM, NCGENERAL OPERATING SUPPORT$10,000
EQUAL JUSTICE INITIATIVE MONTGOMERY, ALGENERAL OPERATING SUPPORT$5,000
2020 YOUTH ORGANIZATION CHARLESTON, SCGENERAL OPERATING SUPPORT$2,500
MISSION 22 SISTERS, ORGENERAL OPERATING SUPPORT$1,000
HARLEM LACROSSE NEW YORK, NYGENERAL OPERATING SUPPORT$4,000
LOW COUNTRY FOOD BANK CHARLESTON, SCGENERAL OPERATING SUPPORT$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2020 IRS filing

From 2020 filing

NameTitleHoursCompensation
KENNETH R BARTEEDIRECTOR1
SUSAN E BARTEEDIRECTOR1
ZACHARY J BARTEEDIRECTOR1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Bartee Family Foundation?

Bartee Family Foundation is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in KIAWAH ISLAND, SC. It holds — in total assets as of 2020.

Where does Bartee Family Foundation operate?

Bartee Family Foundation has awarded grants in Alabama, North Carolina, New York, Oregon, South Carolina, Texas, Virginia.

What size grants does Bartee Family Foundation award?

In 2020, Bartee Family Foundation awarded 17 grants totaling $148K — an average of about $9K per grant, based on its IRS Form 990 filings.

How much is Bartee Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2020, Bartee Family Foundation reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Bartee Family Foundation's EIN?

Bartee Family Foundation's EIN (Employer Identification Number) is 26-2375750. IRS Form 990 filing data is available on this page for 2020.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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