Shannon M And Joel E Barthelemy | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Shannon M And Joel E Barthelemy. Data shown is extracted from Form 990-PF filings.
EIN: 47-1790131
Foundation Overview
Based in Scottsdale, AZ, Shannon M And Joel E Barthelemy has awarded 6 grants totaling $1,183,310 to organizations in Arizona, North Carolina and 1 other state across the US. Individual grants range from $3,000 to $274,515, with a median award of $274,447.5.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
5 of 5 recipients (100%) were new grantees. Recent establishment means most partnerships are naturally new. Pattern may not reflect long-term preferences.
Geographic Focus
67% of grants are awarded in North Carolina, with additional funding distributed across 2 other locations. The foundation balances regional focus with broader geographic diversity. Within North Carolina, funding concentrates in Durham (25%), Boone (25%), Spruce Pine (25%).
Funding Trajectory
Strong 39244% growth in annual giving over 3 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Dual focus on healthcare (50%) and community projects, indicating strategic concentration in complementary program areas.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Shannon M And Joel E Barthelemy's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| The Samaritan First Responders | $274,507 | Durham, NC, US | Florida Hurricane Relief Aid | 2024 |
| High Country Community Health | $274,495 | Boone, NC, US | Florida Hurricane Relief Aid | 2024 |
| Pancare Of Florida Inc | $274,400 | Panama City, FL, US | Florida Hurricane Relief Aid | 2024 |
| Steve North Md Mph | $82,393 | Spruce Pine, NC, US | Florida Hurricane Relief Aid | 2024 |
| Novant Health | $274,515 | Charlotte, NC, US | Florida Hurricane Relief Aid | 2024 |
| The Neighborhood Christian Clinic | $3,000 | Phoenix, AZ, US | To Support Christian Living And Health | 2021 |
Foundations Similar to Shannon M And Joel E Barthelemy
Discover 5 foundations with comparable assets ($851,211-$2,655,917), similar grant patterns, and geographic focus in AZ that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
People-people-people Foundation
EIN: 82-7093549 | 43 grants awarded |
$2,376,588
(↑ Larger) |
$200,000
median grant |
Scottsdale, AZ
Same state |
|
|
The Faceless Circle
EIN: 81-0951973 | 5 grants awarded |
$2,386,315
(↑ Larger) |
$191,063
median grant |
Peoria, AZ
Same state |
|
|
Joan And David Lincoln Foundation
EIN: 46-1228601 | 1 grants awarded |
$1,163,179
(↓ Smaller) |
$250,000
median grant |
Phoenix, AZ
Same state |
|
|
Cdh Charitable Foundation
EIN: 20-2001592 | 8 grants awarded |
$2,655,917
(↑ Larger) |
$150,000
median grant |
Phoenix, AZ
Same state |
|
|
Parker Project Inc
EIN: 85-3871929 | 11 grants awarded |
$851,211
(↓ Smaller) |
$194,453
median grant |
Scottsdale, AZ
Same state |
|
Related Foundation Resources in AZ:
Contact Information
Official contact details for Shannon M And Joel E Barthelemy as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 47-1790131 |
| Website | N/A |
| Address | 15023 NORTH 73RD STREET Scottsdale, AZ 85260-0000 |
Key People (2)
Board members, trustees, and key staff who oversee Shannon M And Joel E Barthelemy's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| President | Joel E Barthelemy |
|---|---|
| Vice President | Shannon M Barthelemy |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Shannon M And Joel E Barthelemy is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.