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
Ready to take the next step with Bartels Family Foundation?
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
Similar Funders
Funders that support many of the same organizations
The Blackbaud Giving Fund
CHARLESTON SC, SC
Assets
$52.7M
Grants
1,860
Total Given
$41.4M
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
The Community Foundation for the Central
AUGUSTA, GA
Assets
$182.6M
Grants
196
Total Given
$16.1M
Adele Braun Charitable Foundation
ST LOUIS, MO
Assets
$40.8M
Grants
24
Total Given
$3.7M
Network for Good
WASHINGTON, DC
Assets
$96.2M
Grants
4,733
Total Given
$216.2M
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
The Ayco Charitable Foundation
COHOES, NY
Assets
$1.2B
Grants
4,719
Total Given
$287.7M
The Dr E Lawrence Deckinger Family
NEW YORK, NY
Assets
$1.4M
Grants
102
Total Given
$89K
Fischer-bauer-knirps Foundation
ST LOUIS, MO
Assets
—
Grants
129
Total Given
$125K
The Dianne & David Stern Foundation
NEW YORK, NY
Assets
$11.4M
Grants
31
Total Given
$607K
The Goldstein Family Foundation
PALM BEACH GARDENS, FL
Assets
$5.7M
Grants
60
Total Given
$1.0M
Taylor Family Foundation
ST LOUIS, MO
Assets
$111.3M
Grants
18
Total Given
$1.2M
More Funders in South Carolina
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Bartels Family Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities