Irene Bartelt Memorial Education Trust is a private foundation focused on Education, based in WESTFIELD, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $569K in total assets. In 2024, it awarded 23 grants totaling $39K. Net investment income was $88K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$569K
+9.0% YoY
Annual Giving
$39K
+25.8% YoY
Grant Count
23
+0.0% YoY
Avg Grant Size
$2K
+25.8% YoY
Under IRS private-foundation payout rules, Irene Bartelt Memorial Education Trust reported a distributable amount of $46K for 2024 — the minimum it must pay out in qualifying distributions.
About Irene Bartelt Memorial Education Trust
Based on IRS filings
Irene Bartelt Memorial Education Trust is a private foundation focused on Education, based in WESTFIELD, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $569K in total assets. In 2024, it awarded 23 grants totaling $39K. Net investment income was $88K.
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 | $569,077 | $522,214 | $552,006 |
| Revenue | $95,388 | $8,371 | $120,211 |
| Expenses | $48,657 | $58,675 | $34,145 |
| Qualifying Distributions | $41,036 | $31,777 | $27,847 |
| Net Investment Income | $87,767 | $473 | $113,913 |
| Distributable Amount | $45,592 | $39,131 | $32,112 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
106 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Dylan Bland ($2,000), Ali Luker ($2,000), Ella Mattingly ($2,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Dylan Bland Holland, IN | Scholarship - $1,000 Spring 2023/2024 school year, $1,000 Fall 2024/2025 school year | $2,000 |
| Audra Hochgesang Ferdinand, IN | Scholarship - $1,000 Spring 2023/2024 school year | $1,000 |
| Ali Luker Holland, IN | Scholarship - $1,000 Spring 2023/2024 school year, $1,000 Fall 2024/2025 school year | $2,000 |
| Ella Mattingly Holland, IN | Scholarship - $1,000 Spring 2023/2024 school year, $1,000 Fall 2024/2025 school year | $2,000 |
| Myah Montgomery Holland, IN | Scholarship - $1,000 Spring 2023/2024 school year, $1,000 Fall 2024/2025 school year | $2,000 |
| Luke Trout Holland, IN | Scholarship - $1,000 Spring 2023/2024 school year, $1,000 Fall 2024/2025 school year | $2,000 |
| Michael Will Holland, IN | Scholarship - $1,000 Spring 2023/2024 school year, $1,000 Fall 2024/2025 school year | $2,000 |
| Claire Hentrup Huntingburg, IN | Scholarship - $1,000 Spring 2023/2024 school year, $1,000 Fall 2024/2025 school year | $2,000 |
| Jordan Biehl Huntingburg, IN | Scholarship - $1,000 Spring 2023/2024 school year, $1,000 Fall 2024/2025 school year | $2,000 |
| Gabriel Boeglin Holland, IN | Scholarship - $1,000 Spring 2023/2024 school year, $1,000 Fall 2024/2025 school year | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Steven H Henke | Trustee | 3 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Irene Bartelt Memorial Education Trust?
Irene Bartelt Memorial Education Trust is a private foundation focused on Education, based in WESTFIELD, IN. It holds $569K in total assets as of 2024.
How large is Irene Bartelt Memorial Education Trust?
As of 2024, Irene Bartelt Memorial Education Trust holds $569K in total assets with $95K in annual revenue. It awarded 23 grants totaling $39K in 2024.
Where does Irene Bartelt Memorial Education Trust operate?
Irene Bartelt Memorial Education Trust has awarded grants in Indiana.
What size grants does Irene Bartelt Memorial Education Trust award?
In 2024, Irene Bartelt Memorial Education Trust awarded 23 grants totaling $39K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Irene Bartelt Memorial Education Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Irene Bartelt Memorial Education Trust reported a distributable amount of $46K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Irene Bartelt Memorial Education Trust's EIN?
Irene Bartelt Memorial Education Trust's EIN (Employer Identification Number) is 35-2023439. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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