Henry E & Nancy H Bartels Trust FBO the Chi Psi Educational Trust Inc
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.
Henry E & Nancy H Bartels Trust FBO the Chi Psi Educational Trust Inc at a glance
In short: Henry E & Nancy H Bartels Trust FBO the Chi Psi Educational Trust Inc gave $35K across 1 grant in 2024 (avg $35K), mostly in Tennessee. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $35,000
- +0.0% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $35,000
- +0.0% vs 2023
- Median grant
- $35,000
- Total assets
- $1,406,125
- -1.2% vs 2023
- Primary geography
- Tennessee (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
Who Henry E & Nancy H Bartels Trust FBO the Chi Psi Educational Trust Inc funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Chi Psi Educational Trust Inc ($35K).
Grant Size Distribution
12 grants across all recorded years
The most common grant size was under $50K: 11 grants of 12 (92%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Henry E & Nancy H Bartels Trust FBO the Chi Psi Educational Trust Inc gives
- Giving fell 46% from 2021 to 2024. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $35K (2023) to $178K (2020). In 2024 it made 1 grant totaling $35K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Chi Psi Educational Trust Inc Nashville, TN | To Fund Ten Scholarships and One Fellowship | $35,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $1,406,125 | $90,176 | $73,718 | $35,000 | 1 | $90,176 |
| 2023 | $1,423,162 | $47,658 | $69,715 | $35,000 | 1 | $47,658 |
| 2022 | $1,512,277 | $150,302 | $64,444 | $42,000 | 3 | $150,302 |
| 2021 | $2,776,791 | $137,883 | $113,234 | $65,000 | 3 | $137,883 |
| 2020 | $2,786,248 | $94,189 | $194,538 | $177,500 | 4 | $94,189 |
About Henry E & Nancy H Bartels Trust FBO the Chi Psi Educational Trust Inc
Based on IRS filings
Henry E & Nancy H Bartels Trust FBO the Chi Psi Educational Trust Inc is a public charity 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 grant totaling $35K. Net investment income was $90K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Henry E & Nancy H Bartels Trust FBO the Chi Psi Educational Trust Inc's 2024 filing lists 5 officers; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Benjamin R. Silliman
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Harold G. Arnwine II
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Julian B. Emerson
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Samuel C. Bessey
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Steven A. Culbertson
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Henry E & Nancy H Bartels Trust FBO the Chi Psi Educational Trust Inc
How much does Henry E & Nancy H Bartels Trust FBO the Chi Psi Educational Trust Inc give each year?
Henry E & Nancy H Bartels Trust FBO the Chi Psi Educational Trust Inc gave $35K across 1 grant in 2024, according to its 2024 IRS Form 990. In 2023 it gave $35K across 1 grant.
How large is Henry E & Nancy H Bartels Trust FBO the Chi Psi Educational Trust Inc?
Henry E & Nancy H Bartels Trust FBO the Chi Psi Educational Trust Inc reported $1.4M in total assets on its 2024 IRS Form 990. Its revenue that year was $90K.
What is Henry E & Nancy H Bartels Trust FBO the Chi Psi Educational Trust Inc?
Henry E & Nancy H Bartels Trust FBO the Chi Psi Educational Trust Inc is a public charity focused on Education, based in Nashville, TN. It holds $1.4M in total assets as of 2024.
Where does Henry E & Nancy H Bartels Trust FBO the Chi Psi Educational Trust Inc operate?
Henry E & Nancy H Bartels Trust FBO the Chi Psi Educational Trust Inc has awarded grants in Tennessee.
What is Henry E & Nancy H Bartels Trust FBO the Chi Psi Educational Trust Inc's EIN?
Henry E & Nancy H Bartels Trust FBO the Chi Psi Educational Trust Inc's EIN (Employer Identification Number) is 20-1811497. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 3, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS October 17, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 3, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 5, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 14, 2025)
- IRS filings on file for fiscal years 2020–2024
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