Shannon M and Joel E Barthelemy Foundation
Shannon M and Joel E Barthelemy Foundation is a private foundation, based in Scottsdale, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 5 grants totaling $1.2M.
Shannon M and Joel E Barthelemy Foundation at a glance
In short: Shannon M and Joel E Barthelemy Foundation gave $1.2M across 5 grants in 2024 (avg $236K), mostly in North Carolina. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $1,180,310
- Grants made (2024)
- 5
- Average grant
- $236,062
- Median grant
- $274,495
- Total assets
- $1,821,727
- +87906.1% vs 2023
- Primary geography
- North Carolina (77% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Shannon M and Joel E Barthelemy Foundation funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
The largest 2024 recipient was Novant Health ($275K). Together the top 5 received $1.2M.
Grant Size Distribution
6 grants across all recorded years
The most common grant size was in the $250–500K range: 4 grants of 6 (67%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 5 itemized grants.
States
Cities
How Shannon M and Joel E Barthelemy Foundation gives
- Giving grew 39244% from 2021 to 2024. 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 2021 to 2024, annual grant giving ranged from $3K (2021) to $1.2M (2024). In 2024 it made 5 grants totaling $1.2M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Novant Health Charlotte, NC | Florida Hurricane Relief Aid | $274,515 |
| The Samaritan First Responders Durham, NC | Florida Hurricane Relief Aid | $274,507 |
| High Country Community Health Boone, NC | Florida Hurricane Relief Aid | $274,495 |
| Pancare of Florida Inc Panama City, FL | Florida Hurricane Relief Aid | $274,400 |
| Steve North MD MPH Spruce Pine, NC | Florida Hurricane Relief Aid | $82,393 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions |
|---|---|---|---|---|---|---|
| 2024 | $1,821,727 | $3,000,000 | $1,180,343 | $1,180,310 | 5 | $1,180,310 |
| 2023 | $2,070 | — | $36 | — | — | — |
| 2022 | $1,500 | — | $600 | — | — | — |
| 2021 | $2,100 | — | $3,000 | $3,000 | 1 | $3,000 |
| 2020 | $5,100 | — | $400 | — | — | — |
Leadership & Key People
Officers and directors from IRS filings
Shannon M and Joel E Barthelemy Foundation is led by Joel E. Barthelemy, President on every filing since 2020; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Joel E. Barthelemy
President
On filings since 2020
No compensation reported
Shannon M. Barthelemy
Vice President
On filings since 2020
No compensation reported
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 Shannon M and Joel E Barthelemy Foundation
How much does Shannon M and Joel E Barthelemy Foundation give each year?
Shannon M and Joel E Barthelemy Foundation gave $1.2M across 5 grants in 2024, according to its 2024 IRS Form 990-PF.
What is Shannon M and Joel E Barthelemy Foundation's typical grant size?
Shannon M and Joel E Barthelemy Foundation's median grant in 2024 was $274,495, and its average grant was $236,062, across 5 grants on its 2024 IRS Form 990-PF.
Where does Shannon M and Joel E Barthelemy Foundation give grants?
Shannon M and Joel E Barthelemy Foundation gives mostly in North Carolina: 77% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Florida (23%).
Does Shannon M and Joel E Barthelemy Foundation give general operating support?
Not in 2024: none of the 5 grants with a stated purpose on Shannon M and Joel E Barthelemy Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Florida Hurricane Relief Aid" (5 grants).
Who are Shannon M and Joel E Barthelemy Foundation's largest grantees?
Shannon M and Joel E Barthelemy Foundation's largest 2024 grantees include Novant Health ($274,515), The Samaritan First Responders ($274,507) and High Country Community Health ($274,495), according to its 2024 IRS Form 990-PF. Together they received 70% of its itemized 2024 grant dollars.
How large is Shannon M and Joel E Barthelemy Foundation?
Shannon M and Joel E Barthelemy Foundation reported $1.8M in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $3.0M.
What is Shannon M and Joel E Barthelemy Foundation's EIN?
Shannon M and Joel E Barthelemy Foundation's EIN (Employer Identification Number) is 47-1790131. 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.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 9, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 29, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 7, 2025)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Shannon M and Joel E Barthelemy Foundation funds
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