Bartels Family Foundation
Bartels Family Foundation is a private foundation focused on Medical Research, based in Aiken, SC. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $449K in total assets. In 2025, it awarded 9 grants totaling $45K. Net investment income was $39K.
Key facts about Bartels Family Foundation
In short: Bartels Family Foundation gave $45K across 9 grants in 2025 (avg $5K), top state South Carolina. Source: 2025 IRS Form 990-PF.
- EIN
- 31-1623458
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $45,000
- Grants made (2025)
- 9
- Average grant
- $5,000
- Median grant
- $5,000
- Total assets
- $448,885
- Primary geography
- South Carolina (44% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$449K
-1.4% YoY
Annual Giving
$45K
+52.5% YoY
Grant Count
9
+0.0% YoY
Avg Grant Size
$5K
+52.5% YoY
Under IRS private-foundation payout rules, Bartels Family Foundation reported a distributable amount of $30K for 2025 — the minimum it must pay out in qualifying distributions.
How Bartels Family Foundation gives
- Giving grew 27% from 2022 to 2025. Method
- In 2025 it paid out 151% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 9 itemized 2025 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $25K (2020) to $45K (2025). In 2025 it made 9 grants totaling $45K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Aiken Senior Life Services ($10K). Together the top 9 received $45K.
Grant Size Distribution
44 grants across all recorded years
The most common grant size was under $50K: 44 grants of 44 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Aiken Senior Life Services Aiken, SC | Grant for senior enrichment programs and meals on wheels | $10,000 |
| Best Friends Animal Sanctuary Kanab, UT | Grant to support trap, neuter & release program for community cats | $5,000 |
| Equine Rescue Aiken, SC | Grant for care and feeding of horses used by military veterans | $5,000 |
| Focus Marines Foundation Chesterfield, MO | Grant for weekend focus course for marines with ptsd | $5,000 |
| Ride on St Louis Kimmswick, MO | Grant for Barn Buddies Program | $5,000 |
| Saratoga Warhorse Foundation Saratoga Springs, NY | Grant for One Veteran to Attend the Program | $5,000 |
| Veterans K9 Solutions Inc Evans, GA | Grant for Dog Training to Support Veterans | $5,000 |
| Friends of the Animal Shelter Aiken, SC | Grant for Spay/Neuter Services, Medical Care and Food | $2,500 |
| Spca Albrecht Center Aiken, SC | Grant for Spay/Neuter Services, Medical Care and Food | $2,500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $448,885 | $455,242 | $454,786 |
| Revenue | $45,796 | $34,199 | $-2,974 |
| Expenses | $52,153 | $33,743 | $37,715 |
| Qualifying Distributions | $45,000 | $29,500 | $31,500 |
| Net Investment Income | $38,643 | $29,956 | $8,429 |
| Distributable Amount | $29,808 | $28,771 | $26,853 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Bartels Family Foundation is led by Lynn B. Engeholm, President on every filing since 2020; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Lynn B. Engeholm
President
On filings since 2020
1 hr/week
No compensation reported
Gail Griffin
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 Foundation
How much does Bartels Family Foundation give each year?
Bartels Family Foundation gave $45K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $30K across 9 grants.
What is Bartels Family Foundation's typical grant size?
Bartels Family Foundation's median grant in 2025 was $5,000, and its average grant was $5,000, across 9 grants on its 2025 IRS Form 990-PF.
Where does Bartels Family Foundation give grants?
Bartels Family Foundation's top state is South Carolina, with 44% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Missouri (22%) and Utah (11%). The most frequent recipient cities were Aiken, SC (4 grants).
Does Bartels Family Foundation give general operating support?
Not in 2025: none of the 9 grants with a stated purpose on Bartels Family Foundation's 2025 IRS Form 990-PF were described as general or operating support.
Who are Bartels Family Foundation's largest grantees?
Bartels Family Foundation's largest 2025 grantees include Aiken Senior Life Services ($10,000), Best Friends Animal Sanctuary ($5,000) and Equine Rescue ($5,000), according to its 2025 IRS Form 990-PF. Together they received 44% of its itemized 2025 grant dollars.
How large is Bartels Family Foundation?
Bartels Family Foundation reported $449K in total assets on its 2025 IRS Form 990-PF. It paid out $45K in qualifying distributions that year, against a required minimum of $30K (roughly 5% of its investment assets).
What is Bartels Family Foundation?
Bartels Family Foundation is a private foundation focused on Medical Research, based in Aiken, SC. It holds $449K in total assets as of 2025.
What is Bartels Family Foundation's EIN?
Bartels Family Foundation's EIN (Employer Identification Number) is 31-1623458. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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