Bartee Family Foundation
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.
Key facts about Bartee Family Foundation
In short: Bartee Family Foundation gave $148K across 17 grants in 2020 (avg $9K), mostly in South Carolina. Source: 2020 IRS Form 990-PF.
- EIN
- 26-2375750
- Latest 990 filing
- Form 990-PF, 2020
- 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)
Data from IRS Form 990-PF, 2020; updated September 2026.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 17 itemized 2020 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2020
Grant Size Distribution
17 grants across all recorded years
Giving History
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) Winstonsalem, NC | GENERAL OPERATING SUPPORT - FOOTBALL LOCKER ROOM CAPITAL FUND | $25,000 |
| UNIVERSITY OF VIRGINIA (MADISON HOUSE) Charlottesville, VA | GENERAL OPERATING SUPPORT - MADISON HOUSE | $10,000 |
| WAKE FOREST UNIVERSITY Winstonsalem, NC | GENERAL OPERATING SUPPORT | $10,000 |
| KIAWAH CONSERVANCY Kiawah Island, SC | GENERAL OPERATING SUPPORT | $9,000 |
| WAKE FOREST UNIVERSITY (DEACON CLUB) Winstonsalem, 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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2020 |
|---|---|
| Total Assets | — |
| Revenue | $3,490 |
| Expenses | $153,208 |
| Qualifying Distributions | — |
| Net Investment Income | $1,585 |
| Distributable Amount | $6,533 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal year 2020
Leadership & Key People
Officers and directors from IRS filings
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), Winstonsalem, NC (3 grants), Charlottesville, VA (2 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 University of Virginia (Madison House) ($10,000), according to its 2020 IRS Form 990-PF. Together they received 57% of its itemized 2020 grant dollars.
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.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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