Bartels Family Charitable Foundation
Bartels Family Charitable Foundation is a private foundation, based in South Bend, IN. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $593K in total assets. In 2024, it awarded 3 grants totaling $45K. Net investment income was $19K.
Bartels Family Charitable Foundation at a glance
In short: Bartels Family Charitable Foundation gave $45K across 3 grants in 2024 (avg $15K), top state Texas. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $45,000
- +0.0% vs 2023
- Grants made (2024)
- 3
- -40.0% vs 2023
- Average grant
- $15,000
- +66.7% vs 2023
- Median grant
- $15,000
- Total assets
- $592,877
- -4.0% vs 2023
- Primary geography
- Texas (44% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Bartels Family Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was Uthealth Houston ($20K). Together the top 3 received $45K.
Grant Size Distribution
21 grants across all recorded years
The most common grant size was under $50K: 21 grants of 21 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 3 itemized grants.
Cities
How Bartels Family Charitable Foundation gives
- Giving held roughly steady from 2021 to 2024 (−1%). Method
- In 2024 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $11K (2020) to $46K (2021). In 2024 it made 3 grants totaling $45K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Uthealth Houston Houston, TX | General Support | $20,000 |
| The Nature Conservancy Arlington, VA | General Support | $15,000 |
| Michiana Public Broadcasting Corporation DBA Wnit Public Television South Bend, IN | General Support | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $592,877 | $25,156 | $52,413 | $45,000 | 3 | $45,525 | $18,543 | $49,753 |
| 2023 | $617,343 | $20,467 | $51,651 | $45,000 | 5 | $45,513 | $16,722 | $44,074 |
| 2022 | $648,555 | $-6,981 | $44,198 | $35,900 | 6 | $36,413 | $11,085 | $44,520 |
| 2021 | $699,734 | $37,541 | $53,680 | $45,500 | 5 | $46,013 | $30,613 | $49,608 |
| 2020 | $715,873 | $60,890 | $15,793 | $11,000 | 2 | — | $59,557 | $41,099 |
| 2019 | $670,782 | $49,597 | $24,944 | $15,807 | 2 | — | $43,741 | $39,411 |
Under IRS private-foundation payout rules, Bartels Family Charitable Foundation reported a distributable amount of $50K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bartels Family Charitable Foundation's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Amy Jo Stoll
Trustee
On filings since 2019
0.5 hrs/week
No compensation reported
Robert Bartels Jr.
Trustee
On filings since 2019
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2024. "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 Bartels Family Charitable Foundation
How much does Bartels Family Charitable Foundation give each year?
Bartels Family Charitable Foundation gave $45K across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $45K across 5 grants.
What is Bartels Family Charitable Foundation's typical grant size?
Bartels Family Charitable Foundation's median grant in 2024 was $15,000, and its average grant was $15,000, across 3 grants on its 2024 IRS Form 990-PF.
Where does Bartels Family Charitable Foundation give grants?
Bartels Family Charitable Foundation's top state is Texas, with 44% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Virginia (33%) and Indiana (22%).
Does Bartels Family Charitable Foundation give general operating support?
Yes: 100% of Bartels Family Charitable Foundation's 2024 grants with a stated purpose (3 of 3) were for general or operating support, per its 2024 IRS Form 990-PF.
How large is Bartels Family Charitable Foundation?
Bartels Family Charitable Foundation reported $593K in total assets on its 2024 IRS Form 990-PF. It paid out $46K in qualifying distributions that year, against a required minimum of $50K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Bartels Family Charitable Foundation's EIN?
Bartels Family Charitable Foundation's EIN (Employer Identification Number) is 36-7210444. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 16, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 29, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- IRS filings on file for fiscal years 2019–2024
Live grants for the work Bartels Family Charitable Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Bartels Family Charitable Foundation's focus areas in our free grants database
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