Willard E Bartel Foundation

NORCO, CA EIN: 95-3958158

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.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$447K

-10.5% YoY

Annual Giving

$53K

+17.8% YoY

Grant Count

+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

Ready to take the next step with Willard E Bartel Foundation?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $97K (45%)

Texas $35K (16%)

Florida $32K (15%)

Colorado $22K (10%)

Idaho $20K (9%)

Montana $7K (3%)

Minnesota $3K (1%)

States

California Colorado Florida Idaho Minnesota Montana Texas

Cities

Albert LeaAtascaderoBellaireBuena ParkChesterColorado SpringsFullertonHoustonNampaOrlandoPaso RoblesPotomacSan Luis ObispoTemecula

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

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 include The St Constantine School ($12,100), Wycliffe Bible Translators ($10,400), Caring for Orphans - Moz ($6,000).

Recipient	Purpose	Amount
CARING FOR ORPHANS - MOZ TEMECULA, CA	GENERAL	$6,000
WYCLIFFE BIBLE TRANSLATORS ORLANDO, FL	GENERAL	$10,400
MISSION AVIATION FELLOWSHIP NAMPA, ID	INTERNATIONAL POVERTY RELIEF	$6,000
TREE OF LIFE ATASCADERO, CA	PREGNANCY CRISIS CENTER	$1,300
THE ST CONSTANTINE SCHOOL HOUSTON, TX	EDUCATION	$12,100
ST ANDREW'S ACADEMY CHESTER, CA	EDUCATION	$900
EL CAMINO HOMELESS ORGANIZATION ATASCADERO, CA	HOMELESS SERVICES	$2,000
CHRIST CLASSICAL SCHOOL SAN LUIS OBISPO, CA	EDUCATION	$1,000
NEW HORIZONS FOUNDATION COLORADO SPRINGS, CO	GENERAL	$6,000
POTOMAC SCHOOL DISTRICT POTOMAC, MT	EDUCATION	$6,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 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.