Mission
TO PROVIDE GRANTS TO THE UNIVERSITY OF NEW HAVEN FOR FUNDING OF SCHOLARSHIPS AND OTHER EDUCATIONAL PROGRAMS AT THE UNIVERSITY.
Public Charity
HENRY E & NANCY H BARTELS TRUST FBO THE UNIVERSITY OF NEW HAVEN
HENRY E & NANCY H BARTELS TRUST FBO THE UNIVERSITY OF NEW HAVEN is a Public Charity headquartered in HAMDEN, CT. Financial data from the 2024 filing: $53K revenue, $187K expenses, $3.8M total assets. IRS filings disclose 8 grants awarded by this foundation, totaling roughly $1.2M.
EIN: 222958217
HAMDEN, CT
Latest filing: 2024
Total Revenue$53K
Total Expenses$187K
Total Assets$3.8M
Grants Given8
Grant Total$1.2M
Filing Years2020–2024
Sample Grants Given
FUNDING FOR THE PRESIDENT'S PUBLIC SERVICE FELLOWSHIP PROGRAM, THE HATFIELD SCHOLARS PROGRAM AND THE PROVOST'S DISCRETIONARY FUND.
$112,000
FUNDING FOR THE PRESIDENT'S PUBLIC SERVICE FELLOWSHIP PROGRAM, THE HATFIELD SCHOLARS PROGRAM AND THE PROVOST'S DISCRETIONARY FUND.
$120,000
FUNDING FOR THE PRESIDENT'S PUBLIC SERVICE FELLOWSHIP PROGRAM, THE HATFIELD SCHOLARS PROGRAM AND THE PROVOST'S DISCRETIONARY FUND.
$98,000
FUNDING FOR THE PRESIDENT'S PUBLIC SERVICE FELLOWSHIP PROGRAM, THE HATFIELD SCHOLARS PROGRAM AND THE PROVOST'S DISCRETIONARY FUND.
$279,250
FUNDING FOR THE PRESIDENT'S PUBLIC SERVICE FELLOWSHIP PROGRAM, THE HATFIELD SCHOLARS PROGRAM AND THE PROVOST'S DISCRETIONARY FUND.
$246,000
Showing up to 5 of 8 total records — full history available with membership.
Officers & Directors
TRUSTEE
Brian Otis
TRUSTEE
John B Loehmann
TRUSTEE
Kenneth G Bartels
TRUSTEE
Philip H Bartels
TRUSTEE
Steven H Kaplan
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $53K | $187K | $3.8M |
| 2023 | $-5K | $160K | $3.3M |
| 2022 | $205K | $146K | $2.9M |
| 2021 | $263K | $430K | $9.0M |
| 2020 | $484K | $327K | $11.9M |
Between 2020 and 2024, reported annual revenue declined from $484K to $53K (-89%), with total assets most recently reported at $3.8M.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in CT.
CT
Full geographic grant map with state-by-state breakdown available with membership.