Henry E & Nancy H Bartels Trust FBO the University of New Haven
To provide grants to the university of new haven for funding of scholarships and other educational programs at the university.
Henry E & Nancy H Bartels Trust FBO the University of New Haven at a glance
In short: Henry E & Nancy H Bartels Trust FBO the University of New Haven gave $112K across 1 grant in 2024 (avg $112K), mostly in Connecticut. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $112,000
- -6.7% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $112,000
- -6.7% vs 2023
- Median grant
- $112,000
- Total assets
- $3,834,619
- +15.9% vs 2023
- Primary geography
- Connecticut (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 University of New Haven funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was University of New Haven ($112K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 3 grants of 5 (60%).
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 University of New Haven gives
- Giving fell 60% 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 $98K (2022) to $279K (2021). In 2024 it made 1 grant totaling $112K.
Grants by year
Grant recipients and amounts by year
| 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 |
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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 | $3,834,619 | $52,755 | $186,826 | $112,000 | 1 | $52,755 |
| 2023 | $3,309,139 | $-4,757 | $159,552 | $120,000 | 1 | $-4,757 |
| 2022 | $2,853,002 | $204,750 | $146,016 | $98,000 | 1 | $204,750 |
| 2021 | $9,009,677 | $262,789 | $430,360 | $279,250 | 1 | $262,789 |
| 2020 | $11,866,741 | $484,112 | $326,710 | $246,000 | 1 | $484,112 |
About Henry E & Nancy H Bartels Trust FBO the University of New Haven
Based on IRS filings
Henry E & Nancy H Bartels Trust FBO the University of New Haven is a public charity, 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 grant totaling $112K. Net investment income was $53K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Henry E & Nancy H Bartels Trust FBO the University of New Haven's 2024 filing lists 5 officers; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
John B. Loehmann
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Kenneth G. Bartels
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Philip H. Bartels
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Steven H. Kaplan
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Brian Otis
Trustee
On filings since 2021
0.1 hrs/week
No compensation reported
Former officers (1)
- Former: Caroline Koziatek (2020–2021) — Trustee
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 University of New Haven
How much does Henry E & Nancy H Bartels Trust FBO the University of New Haven give each year?
Henry E & Nancy H Bartels Trust FBO the University of New Haven gave $112K across 1 grant in 2024, according to its 2024 IRS Form 990. In 2023 it gave $120K across 1 grant.
How large is Henry E & Nancy H Bartels Trust FBO the University of New Haven?
Henry E & Nancy H Bartels Trust FBO the University of New Haven reported $3.8M in total assets on its 2024 IRS Form 990. Its revenue that year was $53K.
Where does Henry E & Nancy H Bartels Trust FBO the University of New Haven operate?
Henry E & Nancy H Bartels Trust FBO the University of New Haven has awarded grants in Connecticut.
What is Henry E & Nancy H Bartels Trust FBO the University of New Haven's EIN?
Henry E & Nancy H Bartels Trust FBO the University of New Haven's EIN (Employer Identification Number) is 22-2958217. 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 October 4, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS October 10, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS August 28, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS October 9, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 6, 2025)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Henry E & Nancy H Bartels Trust FBO the University of New Haven funds
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