Henry E & Nancy H Bartels Trust Fbo
TO PROVIDE GRANTS TO THE UNIVERSITY OF NEW HAVEN FOR FUNDING OF SCHOLARSHIPS AND OTHER EDUCATIONAL PROGRAMS AT THE UNIVERSITY.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.8M
+15.9% YoY
Annual Giving
$112K
-6.7% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$112K
-6.7% 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 Philanthropy, Voluntarism & Grantmaking, based in HAMDEN, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.8M in total assets. In 2024, it awarded 1 grants totaling $112K. Net investment income was $53K.
Focus Areas
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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 | $3,834,619 | $3,309,139 | $2,853,002 |
| Revenue | $52,755 | $-4,757 | $204,750 |
| Expenses | $186,826 | $159,552 | $146,016 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $52,755 | $-4,757 | $204,750 |
| 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 University of New Haven ($112,000).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF NEW HAVEN WEST HAVEN, CT | FUNDING FOR THE PRESIDENT'S PUBLIC SERVICE FELLOWSHIP PROGRAM, THE HATFIELD SCHOLARS PROGRAM AND THE PROVOST'S DISCRETIONARY FUND. | $112,000 |
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 | — |
| STEVEN H KAPLAN | TRUSTEE | 0.1 | — |
| KENNETH G BARTELS | TRUSTEE | 0.1 | — |
| PHILIP H BARTELS | TRUSTEE | 0.1 | — |
| BRIAN OTIS | 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 Philanthropy, Voluntarism & Grantmaking, based in HAMDEN, CT. It holds $3.8M 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 $3.8M in total assets with $53K in annual revenue. It awarded 1 grants totaling $112K in 2024.
Where does Henry E & Nancy H Bartels Trust Fbo operate?
Henry E & Nancy H Bartels Trust Fbo has awarded grants in Connecticut.
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 $112K — an average of about $112K 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 22-2958217. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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