Bartels Trust for Public Education in

HAMDEN, CT EIN: 06-6394456

TO PROVIDE GRANTS TO THE UNITED WAY OF GREATER NEW HAVEN TO FINANCIALLY SUPPORT SCHOOL DEVELOPMENT PROGRAMS AND OTHER SIMILAR PROGRAMS.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.4M

+9.0% YoY

Annual Giving

$60K

+0.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$60K

+0.0% YoY

About Bartels Trust for Public Education in

Based on IRS filings

Bartels Trust for Public Education in is a nonprofit organization, based in HAMDEN, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.4M in total assets. In 2024, it awarded 1 grants totaling $60K. Net investment income was $72K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

New Haven

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$76K$152K$228K$304K20202021202220232024
Metric202420232022
Total Assets$2,389,037$2,192,694$1,883,772
Revenue$72,064$53,261$87,602
Expenses$108,457$93,872$91,579
Qualifying Distributions
Net Investment Income$72,064$53,261$87,602
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$31K$63K$94K$125K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

UNITED WAY OF GREATER NE…$60K

Grant Size Distribution

5 grants across all recorded years

<$50K4$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

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

NameTitleHoursCompensation
JOHN B LOEHMANNTRUSTEE0.3
HART CAPARULOTRUSTEE0.1
PHILIP H BARTELSTRUSTEE0.1
KENNETH G BARTELSTRUSTEE0.1
JENNIFER HEATHTRUSTEE0.1

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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