Bartholic Family Foundation

SAINT PAUL, MN EIN: 84-1524157

Bartholic Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT PAUL, MN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $210K in total assets. In 2024, it awarded 1 grants totaling $55K. Net investment income was $10K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$210K

-2.7% YoY

Annual Giving

$55K

+75.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$55K

+75.4% YoY

Under IRS private-foundation payout rules, Bartholic Family Foundation reported a distributable amount of $49K for 2024 — the minimum it must pay out in qualifying distributions.

About Bartholic Family Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Minnesota $211K (100%)

States

Minnesota

Cities

See Attached

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$209,925	$215,681	$219,024
Revenue	$50,361	$29,093	$24,524
Expenses	$56,117	$32,436	$31,942
Qualifying Distributions	$55,000	$31,350	$30,870
Net Investment Income	$10,064	$9,103	$9,044
Distributable Amount	$48,682	$39,491	$37,529

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 See Attached ($55,000).

Recipient	Purpose	Amount
SEE ATTACHED SEE ATTACHED, MN	SEE ATTACHED	$55,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
DANIEL L BARTHOLIC	VICE PRESIDE	0.5	—
EDWARD L BARTHOLIC	VICE PRESIDE	0.5	—
CATHLEEN R BARTHOLIC	SECRETARY	0.2	—
ESTHER M BARTHOLIC	PRESIDENT &	0.1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Bartholic Family Foundation?

Bartholic Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT PAUL, MN. It holds $210K in total assets as of 2024.

How large is Bartholic Family Foundation?

As of 2024, Bartholic Family Foundation holds $210K in total assets with $50K in annual revenue. It awarded 1 grants totaling $55K in 2024.

Where does Bartholic Family Foundation operate?

Bartholic Family Foundation has awarded grants in Minnesota.

What size grants does Bartholic Family Foundation award?

In 2024, Bartholic Family Foundation awarded 1 grants totaling $55K — an average of about $55K per grant, based on its IRS Form 990 filings.

How much is Bartholic Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Bartholic Family Foundation reported a distributable amount of $49K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.