Irene Bartelt Memorial Education Trust
Irene Bartelt Memorial Education Trust is a private foundation based in Westfield, Indiana. Its 2024 filing reports scholarship awards to individual recipients in Indiana.
Irene Bartelt Memorial Education Trust at a glance
In short: Irene Bartelt Memorial Education Trust gave $39K across 23 grants in 2024 (avg $2K), mostly in Indiana. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $39,000
- +25.8% vs 2023
- Grants made (2024)
- 23
- +0.0% vs 2023
- Average grant
- $1,696
- +25.8% vs 2023
- Median grant
- $2,000
- Total assets
- $569,077
- +9.0% vs 2023
- Primary geography
- Indiana (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
How to apply to Irene Bartelt Memorial Education Trust
- How to Apply
-
The 2024 filing says to contact Ronald Henke and see the attached application. It says award restrictions are in the attached application.
- Review Cycle
- April 1, as listed on the 2024 filing; the filing does not specify a year for this deadline.
- Deadline
- April 1, as listed on the 2024 filing; the filing does not specify a year for this deadline.
- Contact
Application contact: Ronald Henke
Mailing address: PO Box 68, Holland, IN 47541
Phone: (812) 536-4287
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Irene Bartelt Memorial Education Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Marie Temple ($2K).
Organizations only. It also paid 22 individual scholarships ($37,000), which are not listed by name.
Grant Size Distribution
106 grants across all recorded years
The most common grant size was under $50K: 106 grants of 106 (100%).
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2024 went to recipients in Indiana.
Grant Distribution by State
Share of 2024 grant dollars across all 23 itemized grants.
States
Cities
How Irene Bartelt Memorial Education Trust gives
- Giving grew 26% from 2021 to 2024. Method
- In 2024 it paid out 90% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF 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 $27K (2022) to $39K (2024). In 2024 it made 23 grants totaling $39K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 22 individual scholarships Recipients not named | — | $37,000 |
| Marie Temple Huntingburg, IN | Scholarship - $1,000 Spring 2023/2024 school year, $1,000 Fall 2024/2025 school year | $2,000 |
Ready to take the next step with Irene Bartelt Memorial Education Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $569,077 | $95,388 | $48,657 | $39,000 | 23 | $41,036 | $87,767 | $45,592 |
| 2023 | $522,214 | $8,371 | $58,675 | $31,000 | 23 | $31,777 | $473 | $39,131 |
| 2022 | $552,006 | $120,211 | $34,145 | $27,000 | 19 | $27,847 | $113,913 | $32,112 |
| 2021 | $465,842 | $145,677 | $37,215 | $31,000 | 21 | $31,626 | $140,088 | $34,064 |
| 2020 | $359,350 | $96,943 | $40,369 | $31,000 | 20 | — | $90,448 | $25,195 |
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.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Grantmaking
In 2024, the trust reported 23 grants totaling $39,000. Grants ranged from $1,000 to $2,000, with a median of $2,000. The listed grants were scholarships to individual recipients; examples include awards of $2,000, described as $1,000 for the Spring 2023/2024 school year and $1,000 for the Fall 2024/2025 school year.
Leadership & Key People
Leadership team and compensation from IRS filings
Steven H Henke is listed as trustee on the 2024 filing.
Irene Bartelt Memorial Education Trust is led by Steven H Henke, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2024 filing
Steven H Henke
Trustee
On filings since 2020
3 hrs/week
$5K (2020) → $0 (2024)
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.
Compensation Overview
From 2020 IRS filing
The highest reported compensation on the 2020 filing was $5K, to Steven H Henke (Trustee).
Frequently asked questions about Irene Bartelt Memorial Education Trust
How much does Irene Bartelt Memorial Education Trust give each year?
Irene Bartelt Memorial Education Trust gave $39K across 23 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $31K across 23 grants.
What is Irene Bartelt Memorial Education Trust's typical grant size?
Irene Bartelt Memorial Education Trust's median grant in 2024 was $2,000, and its average grant was $1,696, across 23 grants on its 2024 IRS Form 990-PF.
Where does Irene Bartelt Memorial Education Trust give grants?
Irene Bartelt Memorial Education Trust gives mostly in Indiana: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there.
Does Irene Bartelt Memorial Education Trust give general operating support?
Not in 2024: none of the 23 grants with a stated purpose on Irene Bartelt Memorial Education Trust's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship - $1,000 Fall 2024/2025 school year" (4 grants) and "Scholarship - $1,000 Spring 2023/2024 school year" (3 grants).
How large is Irene Bartelt Memorial Education Trust?
Irene Bartelt Memorial Education Trust reported $569K in total assets on its 2024 IRS Form 990-PF. It paid out $41K in qualifying distributions that year, against a required minimum of $46K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
How do I apply for a grant from Irene Bartelt Memorial Education Trust?
The 2024 filing says to contact Ronald Henke and see the attached application. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Irene Bartelt Memorial Education Trust's focus areas in our free grants database
Similar Funders
Similar funders in Indiana
Lilly Endowment Inc
Indianapolis, IN
Lilly Endowment funds community development, education and youth, and religion, with priority given to Indianapolis and Indiana and some national support, especially for religion. Its 2025 grants had a median of $100,000, though awards varied widely; for community development requests, it suggests starting with a brief preliminary letter.
Assets
$105.9B
Grants
2,285
Total Given
$3.9B
Central Indiana Community Foundation Inc
Indianapolis, IN
Through its funds and collaborative entities, CICF supports a broad range of charitable work, including equity, food access, childcare, arts, nature, and youth programs, primarily in Central Indiana. Its 2024 grants had a median award of $25,000; some funds offer competitive applications, while others are invitation-only, and CICF itself does not directly award grants.
Assets
$583.5M
Grants
525
Total Given
$31.1M
University of Notre Dame du Lac
Notre Dame, IN
The University of Notre Dame supports student aid, Catholic education and mission, research, academics, athletics, and other university priorities, with grants reported to organizations and institutions in multiple U.S. states. Its 2025 grants ranged from $5,500 to $36.5 million, with a median of $30,480; some specific programs solicit eligible proposals, but no general policy on unsolicited requests is stated.
Assets
$29.6B
Grants
462
Total Given
$84.8M
United Way of Central Indiana Inc
Indianapolis, IN
United Way of Central Indiana funds nonprofits addressing basic needs, early learning, economic mobility, safe and affordable housing, and organizational capacity in Boone, Hamilton, Hancock, Hendricks, Marion, Morgan, and Putnam counties. Its 2025 grants ranged from $86 to $1.74 million, with a median of $16,238. The profile does not state whether it accepts unsolicited requests.
Assets
$255.2M
Grants
370
Total Given
$29.9M
Lumina Foundation for Education Inc
Indianapolis, IN
Lumina Foundation funds research, policy, technical assistance, and initiatives that expand equitable access to education and credentials beyond high school, with a national focus. Its 2024 grants ranged from $500 to $2.51 million, with a median of $12,500. It says it does not accept unsolicited requests; funding is primarily proactive, with occasional open calls for proposals.
Assets
$1.5B
Grants
357
Total Given
$30.0M
Round Room Gives Inc
Fishers, IN
Round Room Gives supports community organizations and local charitable activities, including education, family services, health, and animal welfare, with grants across about 40 states. In 2024, grants ranged from $250 to $140,000, with a median of $3,452. It accepts applications through an online form on an ongoing basis; applicants must be 501(c)(3) organizations with a TCC employee sponsor.
Assets
$1.4M
Grants
357
Total Given
$1.8M
More similar funders
More Funders in Indiana
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Irene Bartelt Memorial Education Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Irene Bartelt Memorial Education Trust down — hundreds of funders to go?