TO PROVIDE SCHOLARSHIP AND OTHER EDUCATION-RELATED FUNDING FOR THE UNDERGRADUATE AND GRADUATE MEMBERS OF THE CHI PSI FRATERNITY THROUGH THE CHI PSI EDUCATIONAL TRUST, INC.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.4M
-1.2% YoY
Annual Giving
$35K
+0.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$35K
+0.0% YoY
About Henry E & Nancy H Bartels Trust Fbo
Based on IRS filings
Henry E & Nancy H Bartels Trust Fbo is a nonprofit organization focused on Education, based in NASHVILLE, TN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 1 grants totaling $35K. Net investment income was $90K.
Focus Areas
Ready to take the next step with Henry E & Nancy H Bartels Trust Fbo?
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 | $1,406,125 | $1,423,162 | $1,512,277 |
| Revenue | $90,176 | $47,658 | $150,302 |
| Expenses | $73,718 | $69,715 | $64,444 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $90,176 | $47,658 | $150,302 |
| 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
12 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Chi Psi Educational Trust Inc ($35,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CHI PSI EDUCATIONAL TRUST INC NASHVILLE, TN | TO FUND TEN SCHOLARSHIPS AND ONE FELLOWSHIP | $35,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JULIAN B EMERSON | TRUSTEE | 0.1 | — |
| SAMUEL C BESSEY | TRUSTEE | 0.1 | — |
| HAROLD G ARNWINE II | TRUSTEE | 0.1 | — |
| STEVEN A CULBERTSON | TRUSTEE | 0.1 | — |
| BENJAMIN R SILLIMAN | TRUSTEE | 0.1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Henry E & Nancy H Bartels Trust Fbo?
Henry E & Nancy H Bartels Trust Fbo is a nonprofit organization focused on Education, based in NASHVILLE, TN. It holds $1.4M in total assets as of 2024.
How large is Henry E & Nancy H Bartels Trust Fbo?
As of 2024, Henry E & Nancy H Bartels Trust Fbo holds $1.4M in total assets with $90K in annual revenue. It awarded 1 grants totaling $35K in 2024.
Where does Henry E & Nancy H Bartels Trust Fbo operate?
Henry E & Nancy H Bartels Trust Fbo has awarded grants in Tennessee.
What size grants does Henry E & Nancy H Bartels Trust Fbo award?
In 2024, Henry E & Nancy H Bartels Trust Fbo awarded 1 grants totaling $35K — an average of about $35K per grant, based on its IRS Form 990 filings.
What is Henry E & Nancy H Bartels Trust Fbo's EIN?
Henry E & Nancy H Bartels Trust Fbo's EIN (Employer Identification Number) is 20-1811497. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Henry E & Nancy H Bartels Trust Fbo's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Weinand Family Foundation
DALLAS, TX
Assets
—
Grants
11
Total Given
$293K
The Sanders Foundation
EL PASO, TX
Assets
$950K
Grants
7
Total Given
$425K
Julie and Brian Simmons Foundation
PALM BEACCH, FL
Assets
—
Grants
43
Total Given
$884K
Arizona Community Foundation
PHOENIX, AZ
Assets
$1.1B
Grants
1,167
Total Given
$65.4M
Shepherd Foundation Inc
ATLANTA, GA
Assets
$3.0M
Grants
65
Total Given
$308K
Verne G and Judith a Istock Foundation
NAPLES, FL
Assets
—
Grants
42
Total Given
$1.2M
Scott Richards North Star Charitable
MINNEAPOLIS, MN
Assets
$1.8M
Grants
79
Total Given
$935K
The Seabreeze Foundation
PENNINGTON, NJ
Assets
$7.1M
Grants
3
Total Given
$325K
The Rockefeller Foundation
NEW YORK, NY
Assets
$6.4B
Grants
381
Total Given
$233.2M
The Foundation for the Promotion of
WILMINGTON, DE
Assets
$1.4M
Grants
12
Total Given
$46K
The New York Community Trust
NEW YORK, NY
Assets
$3.5B
Grants
2,748
Total Given
$193.8M
The Oregon Community Foundation
PORTLAND, OR
Assets
$3.3B
Grants
2,149
Total Given
$171.4M
More Funders in Tennessee
Data last updated April 2026. Sourced from IRS Form 990-PF filings.