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.
Bartels Family Foundation at a glance
In short: Bartels Family Foundation gave $45K across 9 grants in 2025 (avg $5K), top state South Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $45,000
- +52.5% vs 2024
- Grants made (2025)
- 9
- +0.0% vs 2024
- Average grant
- $5,000
- +52.5% vs 2024
- Median grant
- $5,000
- Total assets
- $448,885
- -1.4% vs 2024
- Primary geography
- South Carolina (44% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Bartels Family Foundation funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
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.
Giving History
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.
Grants by year
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 |
Ready to take the next step with Bartels Family Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $448,885 | $45,796 | $52,153 | $45,000 | 9 | $45,000 | $38,643 | $29,808 |
| 2024 | $455,242 | $34,199 | $33,743 | $29,500 | 9 | $29,500 | $29,956 | $28,771 |
| 2023 | $454,786 | $-2,974 | $37,715 | $31,500 | 8 | $31,500 | $8,429 | $26,853 |
| 2022 | $495,475 | $24,990 | $43,964 | $35,500 | 9 | $35,500 | $16,526 | $28,489 |
| 2021 | $514,449 | $58,123 | $37,903 | $30,500 | 9 | $30,500 | $52,953 | $30,507 |
| 2020 | $494,229 | $12,150 | $29,628 | $25,000 | 8 | — | $8,878 | $26,918 |
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.
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.
Data update history
(2)
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
Live grants for the work Bartels Family Foundation funds
Medical Research Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Bartels Family Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Adele Braun Charitable Foundation
St. Louis, MO
The Adele Braun Charitable Foundation funds education, healthcare, social services, and community development, with recent grants supporting organizations serving communities in Missouri and several other states. Its 2025 grants ranged from $10,000 to $800,000, with a median of $50,000; it does not accept unsolicited requests and gives only to preselected organizations.
Assets
$39.4M
Grants
28
Total Given
$4.7M
The Community Foundation for the Central Savannah River Area Inc
Augusta, GA
The foundation funds nonprofit programs in arts, culture and heritage; education and workforce readiness; health and resilience; and basic needs, primarily in six counties in Georgia and South Carolina. Its 2024 grants ranged from $5,002 to $1,434,819, with a median of $21,250; the profile does not state whether it accepts unsolicited requests.
Assets
$182.6M
Grants
196
Total Given
$16.1M
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Linn H Bealke Foundation
Clayton, MO
Assets
$1.4M
Grants
6
Total Given
$30K
Agrawal Family Foundation Inc
Loudonville, NY
The foundation’s grants support a range of charitable organizations, including education and Hindu community organizations; in 2025, grants ranged from $100 to $50,000, with a median of $2,000. It is based in New York and gave to organizations in several states, including Florida, New York, Texas, and Massachusetts. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$1.1M
Grants
11
Total Given
$128K
Aiken Horse Park Foundation
Aiken, SC
The Aiken Horse Park Foundation supports equestrian programs and charitable work benefiting the Aiken community, including children and youth, vulnerable adults, and animals. In 2024 it awarded 11 grants totaling $72,180, ranging from $1,035 to $20,000; grants went mainly to South Carolina, with some funding in Pennsylvania and Virginia. It preselects charitable partners and does not accept unsolicited funding requests.
Assets
$27.4M
Grants
11
Total Given
$72K
More similar funders
More Funders in South Carolina
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Bartels 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.
Bartels Family Foundation down — hundreds of funders to go?