Bartels Trust for Public Education in New Haven
To provide grants to the united way of greater new haven to financially support school development programs and other similar programs.
Bartels Trust for Public Education in New Haven at a glance
In short: Bartels Trust for Public Education in New Haven gave $60K across 1 grant in 2024 (avg $60K), mostly in Connecticut. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $60,000
- +0.0% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $60,000
- +0.0% vs 2023
- Median grant
- $60,000
- Total assets
- $2,389,037
- +9.0% vs 2023
- Primary geography
- Connecticut (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
Who Bartels Trust for Public Education in New Haven funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was United Way of Greater New Haven ($60K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Bartels Trust for Public Education in New Haven gives
- Giving fell 52% from 2021 to 2024. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $60K (2022) to $125K (2021). In 2024 it made 1 grant totaling $60K.
Grants by year
Grant recipients and amounts by year
| 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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $2,389,037 | $72,064 | $108,457 | $60,000 | 1 | $72,064 |
| 2023 | $2,192,694 | $53,261 | $93,872 | $60,000 | 1 | $53,261 |
| 2022 | $1,883,772 | $87,602 | $91,579 | $60,000 | 1 | $87,602 |
| 2021 | $5,144,532 | $130,006 | $215,572 | $125,000 | 1 | $130,006 |
| 2020 | $6,547,913 | $276,662 | $104,834 | $70,000 | 1 | $276,662 |
About Bartels Trust for Public Education in New Haven
Based on IRS filings
Bartels Trust for Public Education in New Haven is a public charity, 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 grant totaling $60K. Net investment income was $72K.
Leadership & Key People
Officers and directors from IRS filings
Bartels Trust for Public Education in New Haven's 2024 filing lists 5 officers; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Hart Caparulo
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Jennifer Heath
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
John B. Loehmann
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Kenneth G. Bartels
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Philip H. Bartels
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 Trust for Public Education in New Haven
How much does Bartels Trust for Public Education in New Haven give each year?
Bartels Trust for Public Education in New Haven gave $60K across 1 grant in 2024, according to its 2024 IRS Form 990. In 2023 it gave $60K across 1 grant.
How large is Bartels Trust for Public Education in New Haven?
Bartels Trust for Public Education in New Haven reported $2.4M in total assets on its 2024 IRS Form 990. Its revenue that year was $72K.
Where does Bartels Trust for Public Education in New Haven operate?
Bartels Trust for Public Education in New Haven has awarded grants in Connecticut.
What is Bartels Trust for Public Education in New Haven's EIN?
Bartels Trust for Public Education in New Haven's EIN (Employer Identification Number) is 06-6394456. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS October 4, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS October 10, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS August 31, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS October 11, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 2, 2025)
- IRS filings on file for fiscal years 2020–2024
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Figures come from Bartels Trust for Public Education in New Haven's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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