Bartels Trust for Public Education in
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
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include United Way of Greater New Haven ($60,000).
| Recipient | Purpose | Amount |
|---|---|---|
| UNITED WAY OF GREATER NEW HAVEN NEW HAVEN, CT | TO PROVIDE FUNDING TO VARIOUS EDUCATION PROGRAMS THROUGHOUT NEW HAVEN, CT | $60,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN B LOEHMANN | TRUSTEE | 0.3 | — |
| HART CAPARULO | TRUSTEE | 0.1 | — |
| PHILIP H BARTELS | TRUSTEE | 0.1 | — |
| KENNETH G BARTELS | TRUSTEE | 0.1 | — |
| JENNIFER HEATH | TRUSTEE | 0.1 | — |
Frequently Asked Questions
How large is Bartels Trust for Public Education in?
As of 2024, Bartels Trust for Public Education in holds $2.4M in total assets with $72K in annual revenue. It awarded 1 grants totaling $60K in 2024.
Where does Bartels Trust for Public Education in operate?
Bartels Trust for Public Education in has awarded grants in Connecticut.
What size grants does Bartels Trust for Public Education in award?
In 2024, Bartels Trust for Public Education in awarded 1 grants totaling $60K — an average of about $60K per grant, based on its IRS Form 990 filings.
What is Bartels Trust for Public Education in's EIN?
Bartels Trust for Public Education in's EIN (Employer Identification Number) is 06-6394456. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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