Bartels Family Foundation

Private foundation · Grantmaker Aiken, SC EIN: 31-1623458

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

6states

Share of all 9 itemized 2025 grant dollars.

Cities

AikenChesterfieldKanabSaratoga SpringsCedar HillSt CharlesEvansKimmswick

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K8 grants20209 grants20219 grants20228 grants20239 grants20249 grants2025

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

Aiken Senior Life Services: $10KAiken Senior Life Services$10KBest Friends Animal Sanctuary: $5KBest Friends Animal Sanctuary$5KEquine Rescue: $5KEquine Rescue$5KFocus Marines Foundation: $5KFocus Marines Foundation$5KRide on St Louis: $5KRide on St Louis$5KSaratoga Warhorse Foundation: $5KSaratoga Warhorse Foundation$5KVeterans K9 Solutions Inc: $5KVeterans K9 Solutions Inc$5KFriends of the Animal Shelter: $3KFriends of the Animal Shelter$3KSpca Albrecht Center: $3KSpca Albrecht Center$3K

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

44<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 44 grants of 44 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Aiken Senior Life Services Aiken, SCGrant for senior enrichment programs and meals on wheels$10,000
Best Friends Animal Sanctuary Kanab, UTGrant to support trap, neuter & release program for community cats$5,000
Equine Rescue Aiken, SCGrant for care and feeding of horses used by military veterans$5,000
Focus Marines Foundation Chesterfield, MOGrant for weekend focus course for marines with ptsd$5,000
Ride on St Louis Kimmswick, MOGrant for Barn Buddies Program$5,000
Saratoga Warhorse Foundation Saratoga Springs, NYGrant for One Veteran to Attend the Program$5,000
Veterans K9 Solutions Inc Evans, GAGrant for Dog Training to Support Veterans$5,000
Friends of the Animal Shelter Aiken, SCGrant for Spay/Neuter Services, Medical Care and Food$2,500
Spca Albrecht Center Aiken, SCGrant for Spay/Neuter Services, Medical Care and Food$2,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K202020212022202320242025
Metric202520242023
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

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
  2. 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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