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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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