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Arizona · Private foundation

Shannon M and Joel E Barthelemy Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$1.2M
Granted FY2024(still arriving)
5
Grants FY2024
1
Organizations funded FY2021
100%
First-time grantees FY2021
Read the full brief
Median grant, FY2024
$274,495
Largest grant, FY2024
$274,515
Organizations funded a year
1 to 2
FY2019 to FY2021
States reached, FY2024
2
Total assets, FY2024
$1.8M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2021, 100% of the organizations Shannon M and Joel E Barthelemy Foundation funded were first-time grantees, receiving 100% of its grant dollars.

The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving5$1.2M100%
FY20211$3k100%
FY20192$400n/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2024.

Health$826kPublic Safety & Disaster$357kEducation$400

Top grantees

Largest recipients by total granted, FY2019 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Novant Health Inc$274,51510%
High Country Community Health Inc$274,49511%
Pancare of Florida Inc$274,40011%
The Neighborhood Christian Clinic Inc$3,00010%

Plus 4 recipients with no EIN on record ($357k), not named here.

Compare Shannon M and Joel E Barthelemy Foundation with peer funders

About Shannon M and Joel E Barthelemy Foundation

How much does Shannon M and Joel E Barthelemy Foundation give?
Shannon M and Joel E Barthelemy Foundation reported 5 grants totaling $1,180,310 in its FY2024 IRS filing. It funded between 1 and 2 organizations a year over FY2019 to FY2021.
What does Shannon M and Joel E Barthelemy Foundation fund?
By grant dollars over FY2019 to FY2024, its largest causes are Health (70%), Public Safety & Disaster (30%), Education (0%).
Who are Shannon M and Joel E Barthelemy Foundation's largest grantees?
By total granted over FY2019 to FY2024: Novant Health Inc ($275k), High Country Community Health Inc ($274k), Pancare of Florida Inc ($274k).
Does Shannon M and Joel E Barthelemy Foundation fund new organizations?
In FY2021, 100% of the organizations it funded were first-time grantees.
Does Shannon M and Joel E Barthelemy Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Where is Shannon M and Joel E Barthelemy Foundation based?
Shannon M and Joel E Barthelemy Foundation is based in AZ.

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 8 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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