Bartels Family Foundation
- Assets
- $495.5k
- Revenue
- $25.0k
- Investments
- $476.2k
- Employees
- 0
- Location
- Aiken, SC
- Founding
- 02/1999
- Data as of
- 12/2022
- EIN
- 31-1623458
Organization Overview
Bartels Family Foundation is located in Aiken, SC. The organization was established in 1999. According to its NTEE Classification (H99) the organization is classified as: Medical Research N.E.C., under the broad grouping of Medical Research and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bartels Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Bartels Family Foundation generated $25.0k in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 1.8% each year. All expenses for the organization totaled $44.0k during the year ending 12/2022. While expenses have increased by 3.7% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lynn B Engeholm President | 1 | $0 | |
Gail Griffin Treasurer | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $22 |
| Dividends & Interest | $14,324 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $10,644 |
| Capital Gain Net Income | $10,644 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $24,990 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $58 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $3,452 |
| Total operating and administrative expenses | $8,464 |
| Contributions, gifts, grants paid | $35,500 |
| Total expenses and disbursements | $43,964 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $19,293 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $495,475 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Bartels Family Foundation has awarded $35,500 in support to 9 organizations.
| Grant Recipient | Amount |
|---|---|
CAMP GRAVATT PURPOSE: GRANTS FOR CHRISTMAS RETREATS AND SUMMER CAMP SCHOLARSHIPS FOR FT. GORDON MILITARY FAMILES. | $10,000 |
BEST FRIENDS ANIMAL SANCTUARY PURPOSE: GRANT TO SUPPORT TRAP, NEUTER & RELEASE PROGRAM FOR COMMUNITY CATS | $1,000 |
EQUINE RESCUE PURPOSE: GRANT FOR CARE AND FEEDING OF HORSES USED BY SARATOGA WARHORSE. | $4,000 |
FOCUS MARINES FOUNDATION PURPOSE: GRANT TO SUPPORT WEEKEND FOCUS COURSE FOR MARINES WITH PTSD. | $5,000 |
FRIENDS OF THE ANIMAL SHELTER PURPOSE: GRANT FOR SPAY/NEUTER SERVICES, MEDICAL CARE AND FOOD. | $750 |
LINDENWOOD UNIVERSITY PURPOSE: GRANT FOR 2 SCHOLARSHIPS FOR MILITARY STUDENTS MAJORING IN STEM DISCIPLINES. | $5,000 |