Henry E & Nancy H Bartels Trust Fbo

HAMDEN, CT EIN: 22-2774533

TO PROVIDE GRANTS TO CORNELL UNIVERSITY TO FUND SCHOLARSHIPS AND OTHER EDUCATIONAL FUNCTIONS, AND TO SUPPORT THE UNIVERSITY'S SHOALS MARINE LAB PROGRAM.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.5M

+15.0% YoY

Annual Giving

$120K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$120K

+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, 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 grants totaling $120K. Net investment income was $113K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $979K (100%)

States

New York

Cities

Ithaca

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$3,536,233	$3,075,382	$2,984,656
Revenue	$113,118	$193,700	$91,020
Expenses	$188,532	$188,869	$209,833
Qualifying Distributions	—	—	—
Net Investment Income	$113,118	$193,700	$91,020
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

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Cornell University ($119,800).

Recipient	Purpose	Amount
CORNELL UNIVERSITY ITHACA, NY	ACADEMIC & STUDENT ACTIVITY SUPPORT; SCHOLARSHIP FUNDING.	$119,800

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
JOHN B LOEHMANN	TRUSTEE	0.3	—
KENNETH G BARTELS	TRUSTEE	0.1	—
PHILIP H BARTELS	TRUSTEE	0.1	—
RYAN T LOMBARDI	TRUSTEE	0.1	—
COREY R EARLE	TRUSTEE	0.1	—

Frequently Asked Questions

How large is Henry E & Nancy H Bartels Trust Fbo?

As of 2024, Henry E & Nancy H Bartels Trust Fbo holds $3.5M in total assets with $113K in annual revenue. It awarded 1 grants totaling $120K in 2024.

Where does Henry E & Nancy H Bartels Trust Fbo operate?

Henry E & Nancy H Bartels Trust Fbo has awarded grants in New York.

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 $120K — an average of about $120K 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 22-2774533. IRS Form 990 filing data is available on this page for 2020–2024.