Bartsch Memorial Trust Xxxxx9004 is a private foundation focused on Economically disadvantaged people, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8.1M in total assets. In 2024, it awarded 10 grants totaling $395K. Net investment income was $811K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$8.1M

+4.4% YoY

Annual Giving

$395K

-6.5% YoY

Grant Count

10

+0.0% YoY

Avg Grant Size

$40K

-6.5% YoY

Under IRS private-foundation payout rules, Bartsch Memorial Trust Xxxxx9004 reported a distributable amount of $489K for 2024 — the minimum it must pay out in qualifying distributions.

About Bartsch Memorial Trust Xxxxx9004

Based on IRS filings

Bartsch Memorial Trust Xxxxx9004 is a private foundation focused on Economically disadvantaged people, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8.1M in total assets. In 2024, it awarded 10 grants totaling $395K. Net investment income was $811K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

Ann ArborClarkstonClarstonCorneliusDewittLansingNew YorkSt Johns

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$242K$484K$726K$968K20202021202220232024
Metric202420232022
Total Assets$8,096,715$7,753,472$7,731,242
Revenue$880,366$573,303$393,684
Expenses$537,135$550,294$590,787
Qualifying Distributions$457,854$479,754$514,470
Net Investment Income$810,640$505,277$322,999
Distributable Amount$488,690$452,268$483,376

Giving Over Time

Total grant dollars and number of grants per year

$0$113K$227K$340K$454K10 grants202010 grants202110 grants202210 grants202310 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

CLARKSTON UNITED METHODI…$100KOPTIMIST CLUB FOUNDATION$50KWARRIORS AT SAIL FOUNDAT…$45KWARRIORS IN KAYAKS FOUND…$45KFRIENDS OF THE INDEPENDE…$30KDEWITT DISTRICT LIBRARY$25KPOTTER PARK ZOOLOGICAL S…$25KCASA-THE VOICE FOR CLINT…$25KR J SCHEFFEL MEMORIAL TO…$25KCLARKSTON BASKETBALL FOU…$25K

Grant Size Distribution

50 grants across all recorded years

38<$50K7$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

Open Grants

1 open opportunity from Bartsch Memorial Trust Xxxxx9004

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Clarkston United Methodist Church ($100,364), Optimist Club Foundation ($50,000), Warriors at Sail Foundation ($45,000).

RecipientPurposeAmount
DEWITT DISTRICT LIBRARY DEWITT, MIGENERAL$25,000
WARRIORS AT SAIL FOUNDATION NEW YORK, NYGENERAL$45,000
WARRIORS IN KAYAKS FOUNDATION CORNELIUS, NCGENERAL SUPPORT$45,000
POTTER PARK ZOOLOGICAL SOCIETY LANSING, MIGENERAL$25,000
CASA-THE VOICE FOR CLINTON COUNTYS ST JOHNS, MIGENERAL$25,000
R J SCHEFFEL MEMORIAL TOY PROJECT INC LANSING, MIGENERAL$25,000
CLARKSTON UNITED METHODIST CHURCH CLARKSTON, MIGENERAL$100,364
OPTIMIST CLUB FOUNDATION CLARKSTON, MIGENERAL$50,000
FRIENDS OF THE INDEPENDENCE TOWNSHIP CLARSTON, MIGENERAL$30,000
CLARKSTON BASKETBALL FOUNDATION CLARSTON, MIGENERAL$25,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

MARK S RICHARDCO TRUSTEE$19K

From 2024 filing

NameTitleHoursCompensation
MARK S RICHARDCO TRUSTEE2$19,323

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Bartsch Memorial Trust Xxxxx9004?

Bartsch Memorial Trust Xxxxx9004 is a private foundation focused on Economically disadvantaged people, based in CHICAGO, IL. It holds $8.1M in total assets as of 2024.

How large is Bartsch Memorial Trust Xxxxx9004?

As of 2024, Bartsch Memorial Trust Xxxxx9004 holds $8.1M in total assets with $880K in annual revenue. It awarded 10 grants totaling $395K in 2024.

Where does Bartsch Memorial Trust Xxxxx9004 operate?

Bartsch Memorial Trust Xxxxx9004 has awarded grants in Michigan, North Carolina, New York.

What size grants does Bartsch Memorial Trust Xxxxx9004 award?

In 2024, Bartsch Memorial Trust Xxxxx9004 awarded 10 grants totaling $395K — an average of about $40K per grant, based on its IRS Form 990 filings.

How much is Bartsch Memorial Trust Xxxxx9004 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Bartsch Memorial Trust Xxxxx9004 reported a distributable amount of $489K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Bartsch Memorial Trust Xxxxx9004's EIN?

Bartsch Memorial Trust Xxxxx9004's EIN (Employer Identification Number) is 13-3188775. IRS Form 990 filing data is available on this page for 2020–2024.

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Browse active grant opportunities in Bartsch Memorial Trust Xxxxx9004's focus areas in our free grants database

Similar Funders

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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