Henry E & Nancy H Bartels Trust FBO the University of New Haven

Public charity · Grantmaker Hamden, CT EIN: 22-2958217

To provide grants to the university of new haven for funding of scholarships and other educational programs at the university.

Key facts about Henry E & Nancy H Bartels Trust FBO the University of New Haven

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.

EIN
22-2958217
Latest 990 filing
Form 990, 2024
Annual giving (2024)
$112,000
Grants made (2024)
1
Average grant
$112,000
Median grant
$112,000
Total assets
$3,834,619
Primary geography
Connecticut (100% of itemized 2024 grant dollars)

Data from IRS Form 990, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990 · 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

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2024 grant dollars on its one itemized grant.

States

Cities

West Haven

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024

From 2020 to 2024, annual grant giving ranged from $98K (2022) to $279K (2021). In 2024 it made 1 grant totaling $112K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2024

University of New Haven: $112KUniversity of New Haven$112K

The largest 2024 recipient was University of New Haven ($112K).

Grant Size Distribution

5 grants across all recorded years

<$50K1$50–100K3$100–250K1$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 3 grants of 5 (60%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
University of New Haven West Haven, CTFunding for the president's public service fellowship program, the hatfield scholars program and the provost's discretionary fund.$112,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$200K$400K$600K2020 2021 2022 2023 2024
Metric202420232022
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
Net Investment Income$52,755$-4,757$204,750

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS October 4, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS October 10, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS August 28, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS October 9, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS May 6, 2025)
  6. IRS filings on file for fiscal years 2020–2024

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.

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