Public Charity

HENRY E & NANCY H BARTELS TRUST FBO THE CHI PSI EDUCATIONAL TRUST INC

Based in NASHVILLE, TN, HENRY E & NANCY H BARTELS TRUST FBO THE CHI PSI EDUCATIONAL TRUST INC operates as a Public Charity. The organization reported $90K in revenue, $74K in expenses, $1.4M in total assets for fiscal year 2024. Imperigo tracks 15 reported grants from this foundation totaling approximately $380K.

EIN: 201811497 NASHVILLE, TN Single Organization Support NTEE: B11 Latest filing: 2024
Total Revenue$90K
Total Expenses$74K
Total Assets$1.4M
Grants Given15
Grant Total$380K
Filing Years2019–2024

Mission

TO PROVIDE SCHOLARSHIP AND OTHER EDUCATION-RELATED FUNDING FOR THE UNDERGRADUATE AND GRADUATE MEMBERS OF THE CHI PSI FRATERNITY THROUGH THE CHI PSI EDUCATIONAL TRUST, INC.

Where $100 goes at Henry E & Nancy H Bartels Trust Fbo the Chi Psi Educational Trust Inc

How Henry E & Nancy H Bartels Trust Fbo the Chi Psi Educational Trust Inc divides every $100 it spends, from its own Form 990 filings, averaged across 6 years.

$70 Programs the work itself
$30 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $70 for programs

$70
The trust funded grants to the chi psi educational trust fund,inc
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Sample Grants Given

NASHVILLE, TN · 2024
TO FUND TEN SCHOLARSHIPS AND ONE FELLOWSHIP
$35,000
NASHVILLE, TN · 2023
TO FUND TEN SCHOLARSHIPS AND ONE FELLOWSHIP
$35,000
NASHVILLE, TN · 2022
TO FUND THE DAVID DUNLOP SCHOLARSHIP FUND
$16,000
NASHVILLE, TN · 2022
TO FUND THE HOWARD G "BONES" LUNDBUG FUND FOR EDUCATION
$16,000
NASHVILLE, TN · 2022
TO FUND THE BARTELS GRADUATE FELLOWSHIP
$10,000

Showing up to 5 of 15 total records — full history available with membership.

Officers & Directors

TRUSTEE Benjamin R Silliman
TRUSTEE Harold G Arnwine Ii
TRUSTEE Julian B Emerson
TRUSTEE Samuel C Bessey
TRUSTEE Steven A Culbertson

Officer compensation and complete director data available with membership.

Top Grant Purposes

Education
$379,500 15 grants

Financial Trends

Year Revenue Expenses Assets
2024 $90K $74K $1.4M
2023 $48K $70K $1.4M
2022 $150K $64K $1.5M
2020 $94K $195K $2.8M
2019 $28K $68K $2.1M

Between 2019 and 2024, reported annual revenue grew from $28K to $90K (+219%), with total assets most recently reported at $1.4M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in TN.

TN

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for HENRY E & NANCY H BARTELS TRUST FBO THE CHI PSI EDUCATIONAL TRUST INC

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