Bartee Family Foundation

Foundation · Grantmaker 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.

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

7states

Share of all 17 itemized 2020 grant dollars.

Cities

CharlestonWinstonsalemCharlottesvilleNorth CharlestonBronxvilleFort WorthKiawah IslandMontgomeryNew YorkSisters

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K17 grants2020

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2020

Ronald McDonald House Charities of Charleston: $50KRonald McDonald HouseCharities of Charleston$50KWake Forest University (Athletics): $25KWake Forest University(Athletics)$25KUniversity of Virginia (Madison House): $10KUniversity of Virginia(Madison House)$10KWake Forest University: $10KWake Forest University$10KKiawah Conservancy: $9KKiawah Conservancy$9KWake Forest University (Deacon Club): $5KWake Forest University (DeaconClub)$5KEqual Justice Initiative: $5KEqual Justice Initiative$5KLow Country Food Bank: $5KLow Country Food Bank$5KCommunities in Schools: $5KCommunities in Schools$5KCharleston Gospel Choir: $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

RecipientPurposeAmount
RONALD MCDONALD HOUSE CHARITIES OF CHARLESTON Charleston, SCGENERAL OPERATING SUPPORT$50,000
WAKE FOREST UNIVERSITY (ATHLETICS) Winstonsalem, NCGENERAL OPERATING SUPPORT - FOOTBALL LOCKER ROOM CAPITAL FUND$25,000
UNIVERSITY OF VIRGINIA (MADISON HOUSE) Charlottesville, VAGENERAL OPERATING SUPPORT - MADISON HOUSE$10,000
WAKE FOREST UNIVERSITY Winstonsalem, NCGENERAL OPERATING SUPPORT$10,000
KIAWAH CONSERVANCY Kiawah Island, SCGENERAL OPERATING SUPPORT$9,000
WAKE FOREST UNIVERSITY (DEACON CLUB) Winstonsalem, NCGENERAL OPERATING SUPPORT - DEACON CLUB$5,000
EQUAL JUSTICE INITIATIVE Montgomery, ALGENERAL OPERATING SUPPORT$5,000
LOW COUNTRY FOOD BANK Charleston, SCGENERAL OPERATING SUPPORT$5,000
COMMUNITIES IN SCHOOLS North Charleston, SCGENERAL OPERATING SUPPORT$5,000
CHARLESTON GOSPEL CHOIR Charleston, SCGENERAL OPERATING SUPPORT$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2020
Metric2020
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

  1. 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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