John and Carole Bartholdson Foundation
John and Carole Bartholdson Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Wayne, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $256K in total assets. In 2025, it awarded 22 grants totaling $51K. Net investment income was $25K.
Key facts about John and Carole Bartholdson Foundation
In short: John and Carole Bartholdson Foundation gave $51K across 22 grants in 2025 (avg $2K), mostly in Pennsylvania. 14% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 27-4334835
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $50,675
- Grants made (2025)
- 22
- Average grant
- $2,303
- Median grant
- $1,000
- New grantees (estimate)
- 14% first-time grantees (3 of 22, 2025)
- Total assets
- $256,322
- Primary geography
- Pennsylvania (75% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$256K
-10.0% YoY
Annual Giving
$51K
+8.7% YoY
Grant Count
22
+29.4% YoY
Avg Grant Size
$2K
-16.0% YoY
Under IRS private-foundation payout rules, John and Carole Bartholdson Foundation reported a distributable amount of $33K for 2025 — the minimum it must pay out in qualifying distributions.
Is John and Carole Bartholdson Foundation open to new grantees?
14%
first-time grantees, 2025
In 2025, 3 of 22 grantees (14%) were first-time recipients. First grants averaged $667; repeat grants $3K. How we count
Medians: $500 first-time, $1K repeat.
- 68% of 2025 grantees were also funded in 2024. Method
- Giving grew 66% from 2022 to 2025. Method
- In 2025 it paid out 163% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 22 itemized 2025 grant dollars.
States
Cities
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 2025
Grant Size Distribution
133 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Pennsylvania State University University Park, PA | Education Enrichment Programs | $25,000 |
| Bryn Mawr Hospital Foundation Bryn Mawr, PA | Support Main Line Hospital | $5,000 |
| Nantucket Cottage Hospital Nantucket, MA | To Support Massachusetts General Hospital programs | $5,000 |
| Boston Medflight Bedford, MA | Public Education and Research programs | $2,500 |
| Brigham Women's Hospital Somerville, MA | General Operating Support | $2,500 |
| The Pennsylvania Horticultural Society Philadelphia, PA | General operating Support | $2,000 |
| Baker Industries Malvern, PA | Training and rehabilitation programs | $1,000 |
| Gemma Services Plymouth Meeting, PA | Residential treatment program | $1,000 |
| Good Works Coatesville, PA | Repairing homes for low-income families | $1,000 |
| Inglis House Philadelphia, PA | General Operating Support | $1,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $256,322 | $284,886 | $291,897 |
| Revenue | $29,239 | $42,877 | $30,031 |
| Expenses | $57,800 | $50,088 | $37,920 |
| Qualifying Distributions | $53,628 | $48,252 | $36,834 |
| Net Investment Income | $24,836 | $41,420 | $7,334 |
| Distributable Amount | $32,839 | $31,515 | $28,206 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 16, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 16, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
Leadership & Key People
Officers and directors from IRS filings
John and Carole Bartholdson Foundation is led by Carole D Bartholdson, President on every filing since 2020; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Carole D Bartholdson
President
On filings since 2020
1 hr/week
No compensation reported
Janet B Fry
Director
On filings since 2020
0.5 hrs/week
No compensation reported
John A Bartholdson
Secretary-Treasurer & Director
On filings since 2020
1 hr/week
No compensation reported
Kristen E Peter
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Leigh O'Black
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 John and Carole Bartholdson Foundation
How much does John and Carole Bartholdson Foundation give each year?
John and Carole Bartholdson Foundation gave $51K across 22 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $47K across 17 grants.
What is John and Carole Bartholdson Foundation's typical grant size?
John and Carole Bartholdson Foundation's median grant in 2025 was $1,000, and its average grant was $2,303, across 22 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from John and Carole Bartholdson Foundation that year got $667 on average.
Where does John and Carole Bartholdson Foundation give grants?
John and Carole Bartholdson Foundation gives mostly in Pennsylvania: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (23%). The most frequent recipient cities were Nantucket, MA (3 grants), Philadelphia, PA (3 grants), Malvern, PA (2 grants) and New York, NY (2 grants).
Does John and Carole Bartholdson Foundation give general operating support?
Yes: 41% of John and Carole Bartholdson Foundation's 2025 grants with a stated purpose (9 of 22) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are John and Carole Bartholdson Foundation's largest grantees?
John and Carole Bartholdson Foundation's largest 2025 grantees include Pennsylvania State University ($25,000), Bryn Mawr Hospital Foundation ($5,000) and Nantucket Cottage Hospital ($5,000), according to its 2025 IRS Form 990-PF. Together they received 69% of its itemized 2025 grant dollars.
How large is John and Carole Bartholdson Foundation?
John and Carole Bartholdson Foundation reported $256K in total assets on its 2025 IRS Form 990-PF. It paid out $54K in qualifying distributions that year, against a required minimum of $33K (roughly 5% of its investment assets).
What is John and Carole Bartholdson Foundation?
John and Carole Bartholdson Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Wayne, PA. It holds $256K in total assets as of 2025.
What is John and Carole Bartholdson Foundation's EIN?
John and Carole Bartholdson Foundation's EIN (Employer Identification Number) is 27-4334835. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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