Bartol Charitable Foundation Inc

PARADISE VALLEY, AZ EIN: 06-1662514

Bartol Charitable Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PARADISE VALLEY, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 1 grants totaling $100K. Net investment income was $95K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.7M

-1.2% YoY

Annual Giving

$100K

-59.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$100K

-59.9% YoY

Under IRS private-foundation payout rules, Bartol Charitable Foundation Inc reported a distributable amount of $130K for 2024 — the minimum it must pay out in qualifying distributions.

About Bartol Charitable Foundation Inc

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

Ready to take the next step with Bartol Charitable Foundation Inc?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $786K (94%)

Minnesota $54K (6%)

States

Minnesota Pennsylvania

Cities

MinneapolisPhiladelphia

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,685,245	$2,717,672	$2,851,606
Revenue	$141,064	$137,055	$112,533
Expenses	$149,206	$295,274	$230,911
Qualifying Distributions	$100,150	$249,850	$214,165
Net Investment Income	$95,377	$73,921	$99,384
Distributable Amount	$130,193	$144,996	$141,189

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

6 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Organizations Detail Availabe at Office of Fdn ($100,150).

Recipient	Purpose	Amount
ORGANIZATIONS DETAIL AVAILABE AT OFFICE OF FDN PHILADELPHIA, PA	unrestricted to general funds	$100,150

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
M BLAIR MACINNES	DIRECTOR	—	—
RICHARD J BOVE	DIRECTOR	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Bartol Charitable Foundation Inc?

Bartol Charitable Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PARADISE VALLEY, AZ. It holds $2.7M in total assets as of 2024.

How large is Bartol Charitable Foundation Inc?

As of 2024, Bartol Charitable Foundation Inc holds $2.7M in total assets with $141K in annual revenue. It awarded 1 grants totaling $100K in 2024.

Where does Bartol Charitable Foundation Inc operate?

Bartol Charitable Foundation Inc has awarded grants in Minnesota, Pennsylvania.

What size grants does Bartol Charitable Foundation Inc award?

In 2024, Bartol Charitable Foundation Inc awarded 1 grants totaling $100K — an average of about $100K per grant, based on its IRS Form 990 filings.

How much is Bartol Charitable Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Bartol Charitable Foundation Inc reported a distributable amount of $130K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Bartol Charitable Foundation Inc's EIN?

Bartol Charitable Foundation Inc's EIN (Employer Identification Number) is 06-1662514. IRS Form 990 filing data is available on this page for 2020–2024.