Bartee Family Foundation
The Bartee Family Foundation was a private foundation based in Kiawah Island, South Carolina. Its 2020 filing is marked as its final return and says the foundation filed receipts for dissolution and termination; it therefore appears to have wound down or stopped grantmaking.
Bartee Family Foundation at a glance
In short: Bartee Family Foundation gave $148K across 17 grants in 2020 (avg $9K), mostly in South Carolina. Source: 2020 IRS Form 990-PF.
- Annual giving (2020)
- $148,000
- Grants made (2020)
- 17
- Average grant
- $8,706
- Median grant
- $5,000
- Primary geography
- South Carolina (53% of itemized 2020 grant dollars)
- Latest 990 filing
- Form 990-PF, 2020 View filing
Data from IRS Form 990-PF, 2020; updated October 2026.
How to apply to Bartee Family Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation stated in its 2020 filing that it made contributions only to preselected charitable organizations and does not accept unsolicited requests. This was the policy stated on its final return, not a current application process.
- Contact
Mailing address: Co K Bartee 164 Flyway Dr, Kiawah Island, SC 29455
Phone: (703) 264-7997
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Bartee Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2020
The largest 2020 recipient was Ronald McDonald House Charities of Charleston ($50K). Together the top 10 received $123K.
Organizations only. It also paid 1 grant to individuals ($10,000), which are not listed by name.
Grant Size Distribution
17 grants across all recorded years
The most common grant size was under $50K: 16 grants of 17 (94%).
Geographic Focus
Where this funder awards grants
In 2020, 53% of grant dollars went to recipients in South Carolina, 27% to North Carolina, 9% to Virginia, 4% to New York, and 3% to Alabama.
Grant Distribution by State
Share of 2020 grant dollars across all 17 itemized grants.
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2020 it made 17 grants totaling $148K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ronald McDonald House Charities of Charleston Charleston, SC | General Operating Support | $50,000 |
| Wake Forest University (Athletics) Winston-Salem, NC | General operating support - football locker room capital fund | $25,000 |
| 1 grant to individuals Recipients not named | — | $10,000 |
| Wake Forest University Winston-Salem, NC | General Operating Support | $10,000 |
| Kiawah Conservancy Kiawah Island, SC | General Operating Support | $9,000 |
| Wake Forest University (Deacon Club) Winston-Salem, NC | General Operating Support - Deacon Club | $5,000 |
| Equal Justice Initiative Montgomery, AL | General Operating Support | $5,000 |
| Low Country Food Bank Charleston, SC | General Operating Support | $5,000 |
| Communities in Schools North Charleston, SC | General Operating Support | $5,000 |
| Charleston Gospel Choir Charleston, SC | General Operating Support | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Revenue | Expenses | Grants paid | Grants | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|
| 2020 | $3,490 | $153,208 | $148,000 | 17 | $1,585 | $6,533 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The filing does not state a mission for the foundation. Its 2020 grants included support for a university, student support services, children and young adults affected by cancer, and school supplies. These descriptions reflect the grantees’ own missions: Communities in Schools of the Midlands says it connects students at risk of dropping out with resources to help them stay in school and graduate; the Angela Stanford Foundation says it serves children and young adults, particularly those whose families have been affected by cancer; and Teachers Supply Closet says it provides free school supplies and overstocked items to students in qualified Title 1 schools. Wake Forest University describes itself as an institution of higher education.
Grantmaking
In 2020, the foundation made 17 grants totaling $148,000. Grants ranged from $1,000 to $50,000, with a median of $5,000.
The largest reported grants included $50,000 to an individual recipient Charities of Charleston for general operating support; $25,000 to Wake Forest University Athletics for a football locker room capital fund; and $10,000 to the University of an individual recipient Other reported grants included $10,000 to Wake Forest University and $9,000 to Kiawah Conservancy. The 2020 filing data also lists $5,000 grants to Communities in Schools and $2,500 to Teachers Supply Closet; the grantees’ descriptions of their work are summarized above.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2020 filing listed Kenneth R. Bartee, Susan E. Bartee, and Zachary J. Bartee as directors.
Bartee Family Foundation's 2020 filing lists 3 officers; none of the 3 officers listed in 2020 report compensation.
Officers on the 2020 filing
Kenneth R. Bartee
Director
New on the 2020 filing
1 hr/week
No compensation reported
Susan E. Bartee
Director
New on the 2020 filing
1 hr/week
No compensation reported
Zachary J. Bartee
Director
New on the 2020 filing
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Bartee Family Foundation
How much does Bartee Family Foundation give each year?
Bartee Family Foundation gave $148K across 17 grants in 2020, according to its 2020 IRS Form 990-PF.
What is Bartee Family Foundation's typical grant size?
Bartee Family Foundation's median grant in 2020 was $5,000, and its average grant was $8,706, across 17 grants on its 2020 IRS Form 990-PF.
Where does Bartee Family Foundation give grants?
Bartee Family Foundation gives mostly in South Carolina: 53% of the grant dollars itemized on its 2020 IRS Form 990-PF went to recipients there. The next largest states were North Carolina (27%) and Virginia (9%). The most frequent recipient cities were Charleston, SC (4 grants), Winston-Salem, NC (3 grants) and North Charleston, SC (2 grants).
Does Bartee Family Foundation give general operating support?
Yes: 100% of Bartee Family Foundation's 2020 grants with a stated purpose (17 of 17) were for general or operating support, per its 2020 IRS Form 990-PF.
Who are Bartee Family Foundation's largest grantees?
Bartee Family Foundation's largest 2020 grantees include Ronald McDonald House Charities of Charleston ($50,000), Wake Forest University (Athletics) ($25,000) and Wake Forest University ($10,000), according to its 2020 IRS Form 990-PF. It also paid 1 grant to individuals ($10,000), which are not listed by name. Together they received 57% of its itemized 2020 grant dollars.
What does Bartee Family Foundation fund?
The filing does not state a mission for the foundation. Its 2020 grants included support for a university, student support services, children and young adults affected by cancer, and school supplies. See mission & focus areas ↑
How do I apply for a grant from Bartee Family Foundation?
The foundation stated in its 2020 filing that it made contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Bartee Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal year 2020
Live grants for the work Bartee Family Foundation funds
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Figures come from Bartee Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Bartee Family Foundation down — hundreds of funders to go?