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
No grants recorded for .
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
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Similar funders by location and focus area
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Total Given
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Nancy a Larson Foundation Inc
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Assets
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Grants
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Total Given
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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