Henry E & Nancy H Bartels Trust FBO Cornell University
To provide grants to cornell university to fund scholarships and other educational functions, and to support the university's shoals marine lab program.
Henry E & Nancy H Bartels Trust FBO Cornell University at a glance
In short: Henry E & Nancy H Bartels Trust FBO Cornell University gave $120K across 1 grant in 2024 (avg $120K), mostly in New York. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $119,800
- +0.0% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $119,800
- +0.0% vs 2023
- Median grant
- $119,800
- Total assets
- $3,536,233
- +15.0% vs 2023
- Primary geography
- New York (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
Who Henry E & Nancy H Bartels Trust FBO Cornell University funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Cornell University ($120K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K 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 Henry E & Nancy H Bartels Trust FBO Cornell University gives
- Giving fell 28% 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 $120K (2023) to $415K (2020). In 2024 it made 1 grant totaling $120K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cornell University Ithaca, NY | Academic & Student Activity Support; Scholarship Funding. | $119,800 |
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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 | $3,536,233 | $113,118 | $188,532 | $119,800 | 1 | $113,118 |
| 2023 | $3,075,382 | $193,700 | $188,869 | $119,800 | 1 | $193,700 |
| 2022 | $2,984,656 | $91,020 | $209,833 | $158,000 | 1 | $91,020 |
| 2021 | $8,371,364 | $272,189 | $320,480 | $166,620 | 1 | $272,189 |
| 2020 | $10,017,349 | $654,287 | $466,637 | $414,518 | 1 | $654,287 |
About Henry E & Nancy H Bartels Trust FBO Cornell University
Based on IRS filings
Henry E & Nancy H Bartels Trust FBO Cornell University is a public charity, based in Hamden, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.5M in total assets. In 2024, it awarded 1 grant totaling $120K. Net investment income was $113K.
Leadership & Key People
Officers and directors from IRS filings
Henry E & Nancy H Bartels Trust FBO Cornell University's 2024 filing lists 5 officers; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
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
Ryan T. Lombardi
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Corey R. Earle
Trustee
On filings since 2023
0.1 hrs/week
No compensation reported
Former officers (1)
- Former: Wendell Bryce (2020–2022) — Trustee
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 Henry E & Nancy H Bartels Trust FBO Cornell University
How much does Henry E & Nancy H Bartels Trust FBO Cornell University give each year?
Henry E & Nancy H Bartels Trust FBO Cornell University gave $120K across 1 grant in 2024, according to its 2024 IRS Form 990. In 2023 it gave $120K across 1 grant.
How large is Henry E & Nancy H Bartels Trust FBO Cornell University?
Henry E & Nancy H Bartels Trust FBO Cornell University reported $3.5M in total assets on its 2024 IRS Form 990. Its revenue that year was $113K.
Where does Henry E & Nancy H Bartels Trust FBO Cornell University operate?
Henry E & Nancy H Bartels Trust FBO Cornell University has awarded grants in New York.
What is Henry E & Nancy H Bartels Trust FBO Cornell University's EIN?
Henry E & Nancy H Bartels Trust FBO Cornell University's EIN (Employer Identification Number) is 22-2774533. 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 11, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS August 29, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS October 4, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 6, 2025)
- IRS filings on file for fiscal years 2020–2024
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