Willard E Bartel Foundation
Willard E Bartel Foundation is a private foundation, based in Norco, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $447K in total assets. In 2024, it awarded 11 grants totaling $53K. Net investment income was $8K.
Key facts about Willard E Bartel Foundation
- EIN
- 95-3958158
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $52,600
- Grants made (2024)
- 11
- Average grant
- $4,782
- Median grant
- $6,000
- New grantees (estimate)
- 27% first-time grantees (3 of 11, 2024)
- Total assets
- $446,859
- Primary geography
- Texas (23% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated April 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Willard E Bartel Foundation funds
By grant dollars, the top recipient states for Willard E Bartel Foundation's 11 itemized 2024 grants were Texas (23%), California (21%) and Florida (20%). The most frequent recipient cities were Potomac, MT (2 grants) and Atascadero, CA (2 grants). 36% of grants with a stated purpose were for general or operating support. Recurring purposes include "Education" (4 grants).
Is Willard E Bartel Foundation open to new grantees?
27%
first-time grantees, 2024
In 2024, 3 of 11 grantees (27%) were first-time recipients. First grants averaged $4K; repeat grants $5K. How we count
Medians: $6K first-time, $4K repeat.
- 73% of 2024 grantees were also funded in 2023. Method
- Giving grew 26% from 2021 to 2024. Method
- In 2024 it paid out 217% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Willard E Bartel Foundation
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$447K
-10.5% YoY
Annual Giving
$53K
+17.8% YoY
Grant Count
11
+10.0% YoY
Avg Grant Size
$5K
+7.1% YoY
Under IRS private-foundation payout rules, Willard E Bartel Foundation reported a distributable amount of $24K for 2024 — the minimum it must pay out in qualifying distributions.
About Willard E Bartel Foundation
Based on IRS filings
Willard E Bartel Foundation is a private foundation, based in Norco, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $447K in total assets. In 2024, it awarded 11 grants totaling $53K. Net investment income was $8K.
Ready to take the next step with Willard E Bartel Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 11 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $446,859 | $499,144 | $587,924 |
| Revenue | $7,956 | $-33,806 | $-24,481 |
| Expenses | $60,241 | $51,674 | $62,878 |
| Qualifying Distributions | $52,600 | $44,668 | $52,040 |
| Net Investment Income | $7,562 | $4,982 | $2,092 |
| Distributable Amount | $24,204 | $24,500 | $26,593 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
53 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include The St Constantine School ($12,100), Wycliffe Bible Translators ($10,400), Caring for Orphans - Moz ($6,000).
| Recipient | Purpose | Amount |
|---|---|---|
| THE ST CONSTANTINE SCHOOL Houston, TX | EDUCATION | $12,100 |
| WYCLIFFE BIBLE TRANSLATORS Orlando, FL | GENERAL | $10,400 |
| CARING FOR ORPHANS - MOZ Temecula, CA | GENERAL | $6,000 |
| MISSION AVIATION FELLOWSHIP Nampa, ID | INTERNATIONAL POVERTY RELIEF | $6,000 |
| NEW HORIZONS FOUNDATION Colorado Springs, CO | GENERAL | $6,000 |
| POTOMAC SCHOOL DISTRICT Potomac, MT | EDUCATION | $6,000 |
| EL CAMINO HOMELESS ORGANIZATION Atascadero, CA | HOMELESS SERVICES | $2,000 |
| TREE OF LIFE Atascadero, CA | PREGNANCY CRISIS CENTER | $1,300 |
| CHRIST CLASSICAL SCHOOL San Luis Obispo, CA | EDUCATION | $1,000 |
| ST ANDREW'S ACADEMY Chester, CA | EDUCATION | $900 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Richard E Bartel | Trustee | — | $586 |
| Noel Cantrell | Trustee | — | — |
| Mari Bartel | Trustee | — | — |
Frequently Asked Questions
How large is Willard E Bartel Foundation?
As of 2024, Willard E Bartel Foundation holds $447K in total assets with $8K in annual revenue. It awarded 11 grants totaling $53K in 2024.
Where does Willard E Bartel Foundation operate?
Willard E Bartel Foundation has awarded grants in California, Colorado, Florida, Idaho, Minnesota, Montana, Texas.
What size grants does Willard E Bartel Foundation award?
In 2024, Willard E Bartel Foundation awarded 11 grants totaling $53K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Willard E Bartel Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Willard E Bartel Foundation reported a distributable amount of $24K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Willard E Bartel Foundation's EIN?
Willard E Bartel Foundation's EIN (Employer Identification Number) is 95-3958158. 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.