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Bartee Family Foundation at a glance

· Private foundation

Bartee Family Foundation

Its FY2020 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$148k
Granted FY2020
17
Grants FY2020
7
States reached
$50k
Largest
01What it fundsRead
02The needRead
03Its fieldRead
01What it funds
01FY2020 · 17 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2020

  • Under $10k13 grants · $53k
  • $10k–50k3 grants · $45k
  • $50k–250k1 grant · $50k
$5,000
Median grant
7
States reached
$0
Total assets
Largest grants
RecipientAmount
RONALD MCDONALD HOUSE CHARITIES OF CHARLESTON$50,000
WAKE FOREST UNIVERSITY (ATHLETICS)$25,000
UNIVERSITY OF VIRGINIA (MADISON HOUSE)$10,000
WAKE FOREST UNIVERSITY$10,000
KIAWAH CONSERVANCY$9,000
WAKE FOREST UNIVERSITY (DEACON CLUB)$5,000
Individual grant recipient$5,000
EQUAL JUSTICE INITIATIVE$5,000
LOW COUNTRY FOOD BANK$5,000
COMMUNITIES IN SCHOOLS$5,000
HARLEM LACROSSE$4,000
UNIVERSITY OF VIRGINIA (ATHLETICS)$4,000
ANGELA STANFORD FOUNDATION$3,000
2020 YOUTH ORGANIZATION$2,500
TEACHERS SUPPLY CLOSET$2,500
02The need
02

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY20–20, $3k) land where the poverty rate runs at 12%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%TEACHERS SUPPLY CLOSET: $3k → 12%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
University of Miami

See Form 990, Part I, Line 1, Description of Organization Mission.

Education
2
Texas Christian University

Texas christian university is an institution of higher education which includes nine major academic units: liberal arts, science and engineering, business, education, fine arts, communication, honors, nursing and health sciences, and the…

Education
3
Lewis & Clark College

Lewis & clark is a premier private higher education institution offering an exceptional education in an inclusive environment. by fostering critical thinking, innovation, creativity, civic engagement, and leadership, both inside and…

Education
4
Edward Via Virginia College of Osteopathic Medicine

The mission of the edward via college of osteopathic medicine (vcom) is to prepare globally-minded, community-focused physicians to meet the needs of rural and medically underserved populations and promote research to improve human health.

Education
5
William Marsh Rice University

As a leading research university with a distinctive commitment to undergraduate education, Rice University aspires to path breaking research, unsurpassed teaching, and contributions to the betterment of our world. It seeks to fulfill this…

Education
6
Georgian Court University

Georgian court university (gcu), provides a comprehensive liberal arts education and is open to students of all faiths, delivers a curriculum that promotes scholarship, service, and personal development.

Education
7
Anderson University

The university is a comprehensive university affiliated with the south carolina baptist convention offering bachelors, masters, and doctorate degrees. located on approximately 398 acres in the upstate region of south carolina near the…

Education
8
Endicott College

Endicott college offers students a vibrant academic environment that remains true to its founding principle of integrating professional and liberal arts with experiential learning. for more information see schedule o.

Education
9
Albright College

As a diverse community of learners, we cultivate integrity, curiosity, connection and resilience.

Education
10
Southern California University of Health Sciences

The mission of southern california university of health sciences (scu) is to educate students as competent, caring and successful practitioners of integrative healthcare. the university is committed to providing excellence in academics,…

Education
11
St Catherine University

We educate women to lead and influence. we educate at all degree levels through valuing and integrating the liberal arts and professional education within the catholic intellectual tradition, see schedule oemphasizing scholarly inquiry and…

Education
12
Howard Hughes Medical Institute

The mission of the institute has remained constant since its founding in 1953. as its restated articles of incorporation state the primary purpose and objective of the howard hughes medical institute shall be the promotion of human…

Health
How this is measured
The grantee most central to the portfolio’s shape is The One Love Foundation in Honor of Yeardley Love Inc; the most unlike its peers is Wake Forest University. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
03the grantee network

10 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 10 of the 17 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
10/10
Grantees still filing
5/10
Grew since first funded

Where the money sits, by cause and then by grantee

WAKE FOREST UNIVERSITY (ATHLETICS): $25,000 · OtherWAKE FOREST UNIVERSITY (ATHLETICS)UNIVERSITY OF VIRGINIA (MADISON HOUSE): $10,000 · OtherUNIVERSITY OF VIRGINIA (MADISON HOUSE)LOWCOUNTRY FOOD BANK INC: $5,000 · OtherLOWCOUNTRY FOOD BANK INCWAKE FOREST UNIVERSITY (DEACON CLUB): $5,000 · OtherWAKE FOREST UNIVERSITY (DEACON CLUB)COMMUNITIES IN SCHOOLS: $5,000 · OtherCOMMUNITIES IN SCHOOLSIndividual grant recipient: $5,000 · OtherIndividual grant recipientUNIVERSITY OF VIRGINIA (ATHLETICS): $4,000 · OtherUNIVERSITY OF VIRGINIA (ATHLETICS)2020 YOUTH ORGANIZATION: $2,500 · OtherTEACHERS SUPPLY CLOSET: $2,500 · Other+1 more: $1,000 · OtherRONALD MCDONALD HOUSE CHARITIES OF CHARLESTON SOUTH CAROLINA INC: $50,000 · HealthRONALD MCDONALD HOUSE CHARITIES OF CHA…WAKE FOREST UNIVERSITY: $10,000 · EducationWAKE FORE…THE ONE LOVE FOUNDATION IN HONOR OF YEARDLEY LOVE INC: $2,000 · EducationTHE ONE L…The Kiawah Island Natural Habitat Conservancy Inc: $9,000 · EnvironmentEQUAL JUSTICE INITIATIVE: $5,000 · Civil RightsHARLEM LACROSSE AND LEADERSHIP CORPORATION: $4,000 · Recreation & SportsANGELA STANFORD FOUNDATION: $3,000 · Philanthropy
Other$65,000Health$50,000Education$12,000Environment$9,000Civil Rights$5,000Recreation & Sports$4,000Philanthropy$3,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetRONALD MCDONALD HOUSE CHARITIES OF CHARLESTON SOUTH CAROLINA INC: $50,000 over 1y, 1.8% of budgetWAKE FOREST UNIVERSITY: $10,000 over 1y, 0.0% of budgetThe Kiawah Island Natural Habitat Conservancy Inc: $9,000 over 1y, 0.9% of budgetLOWCOUNTRY FOOD BANK INC: $5,000 over 1y, 0.0% of budgetEQUAL JUSTICE INITIATIVE: $5,000 over 1y, 0.0% of budgetHARLEM LACROSSE AND LEADERSHIP CORPORATION: $4,000 over 1y, 0.1% of budgetANGELA STANFORD FOUNDATION: $3,000 over 1y, 1.3% of budgetTHE ONE LOVE FOUNDATION IN HONOR OF YEARDLEY LOVE INC: $2,000 over 1y, 0.0% of budgetELDERHEART INC: $1,000 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

How much its grantees rely on government

Each dot is one organization Bartee Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Bartee Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 20%0%1%3%5%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →
    no gov moneyreceives it· size = income
    2get no government money at all
    3report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 17 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2020, released 2020. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Bartee Family’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home