Henry E & Nancy H Bartels Trust Fbo

NASHVILLE, TN EIN: 20-1811497

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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Nashville

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$53K$107K$160K$214K20202021202220232024
Metric202420232022
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

$0$44K$89K$133K$178K4 grants20203 grants20213 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

CHI PSI EDUCATIONAL TRUS…$35K

Grant Size Distribution

12 grants across all recorded years

11<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JULIAN B EMERSONTRUSTEE0.1
SAMUEL C BESSEYTRUSTEE0.1
HAROLD G ARNWINE IITRUSTEE0.1
STEVEN A CULBERTSONTRUSTEE0.1
BENJAMIN R SILLIMANTRUSTEE0.1

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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