Bartels Family Foundation is a private foundation focused on Medical Research, based in AIKEN, SC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $455K in total assets. In 2024, it awarded 9 grants totaling $30K. Net investment income was $30K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$455K
+0.1% YoY
Annual Giving
$30K
-6.3% YoY
Grant Count
9
+12.5% YoY
Avg Grant Size
$3K
-16.8% YoY
Under IRS private-foundation payout rules, Bartels Family Foundation reported a distributable amount of $29K for 2024 — the minimum it must pay out in qualifying distributions.
About Bartels Family Foundation
Based on IRS filings
Bartels Family Foundation is a private foundation focused on Medical Research, based in AIKEN, SC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $455K in total assets. In 2024, it awarded 9 grants totaling $30K. Net investment income was $30K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $455,242 | $454,786 | $495,475 |
| Revenue | $34,199 | $-2,974 | $24,990 |
| Expenses | $33,743 | $37,715 | $43,964 |
| Qualifying Distributions | $29,500 | $31,500 | $35,500 |
| Net Investment Income | $29,956 | $8,429 | $16,526 |
| Distributable Amount | $28,771 | $26,853 | $28,489 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
43 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Equine Rescue ($5,000), Focus Marines Foundation ($5,000), Ride on St Louis ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BEST FRIENDS ANIMAL SANCTUARY KANAB, UT | GRANT TO SUPPORT TRAP, NEUTER & RELEASE PROGRAM FOR COMMUNITY CATS | $1,500 |
| 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 |
| FRIENDS OF THE ANIMAL SHELTER AIKEN, SC | GRANT FOR SPAY/NEUTER SERVICES, MEDICAL CARE AND FOOD | $1,000 |
| 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 | $4,000 |
| SPCA ALBRECHT CENTER AIKEN, SC | GRANT FOR SPAY/NEUTER SERVICES, MEDICAL CARE AND FOOD | $1,000 |
| AIKEN SENIOR LIFE SERVICES AIKEN, SC | GRANT FOR SENIOR ENRICHMENT PROGRAMS | $5,000 |
| VETERANS K9 SOLUTIONS INC EVANS, GA | GRANT FOR DOG TRAINING TO SUPPORT VETERANS | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LYNN ENGEHOLM | President | 1 | — |
| GAIL GRIFFIN | Treasurer | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bartels Family Foundation?
Bartels Family Foundation is a private foundation focused on Medical Research, based in AIKEN, SC. It holds $455K in total assets as of 2024.
How large is Bartels Family Foundation?
As of 2024, Bartels Family Foundation holds $455K in total assets with $34K in annual revenue. It awarded 9 grants totaling $30K in 2024.
Where does Bartels Family Foundation operate?
Bartels Family Foundation has awarded grants in Georgia, Michigan, Missouri, New York, South Carolina, Utah.
What size grants does Bartels Family Foundation award?
In 2024, Bartels Family Foundation awarded 9 grants totaling $30K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Bartels Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bartels Family Foundation reported a distributable amount of $29K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Bartels Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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