Bartsch Memorial Trust XXXXX9004
Bartsch Memorial Trust XXXXX9004 is a private foundation based in Chicago, Illinois. Its grant program describes support for religious, charitable, scientific, literary, and educational purposes, as well as preventing cruelty to children or animals.
Bartsch Memorial Trust XXXXX9004 at a glance
In short: Bartsch Memorial Trust XXXXX9004 gave $426K across 10 grants in 2025 (avg $43K), mostly in Michigan. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $426,200
- +7.8% vs 2024
- Grants made (2025)
- 10
- +0.0% vs 2024
- Average grant
- $42,620
- +7.8% vs 2024
- Median grant
- $37,500
- Total assets
- $8,093,545
- -0.0% vs 2024
- New grantees (estimate)
- 0% first-time grantees (0 of 10, 2025; small sample)
- Primary geography
- Michigan (84% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Bartsch Memorial Trust XXXXX9004
- How to Apply
-
The 2023 filing lists JPMorgan Chase as the contact and an online grants form as the application material. It states that there are no award restrictions and that giving is not limited to preselected organizations.
- Review Cycle
- None listed on the 2023 filing.
- Deadline
- None listed on the 2023 filing.
- Contact
Application contact: Jp Morgan Chase Bank
Mailing address: 10 S Dearborn Il1-0111, Chicago, IL 60603
Phone: (800) 496-2583
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Bartsch Memorial Trust XXXXX9004
Who Bartsch Memorial Trust XXXXX9004 funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Clarkston United Methodist Church ($111K). Together the top 10 received $426K.
Grant Size Distribution
50 grants across all recorded years
The most common grant size was under $50K: 38 grants of 50 (76%).
Geographic Focus
Where this funder awards grants
In 2025, 84% of grant dollars went to recipients in Michigan, 8% to New York, and 8% to North Carolina.
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
Cities
Is Bartsch Memorial Trust XXXXX9004 open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 10 grantees (0%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $395K (2024) to $454K (2022). In 2025 it made 10 grants totaling $426K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Clarkston United Methodist Church Clarkston, MI | General | $111,200 |
| Clarkston Basketball Foundation Clarston, MI | General | $50,000 |
| R J Scheffel Memorial Toy Project Inc Lansing, MI | General | $40,000 |
| Optimist Club Foundation Clarkston, MI | General | $40,000 |
| Friends of the Independence Township Clarston, MI | General | $40,000 |
| Warriors at Sail Foundation New York, NY | General | $35,000 |
| Warriors in Kayaks Foundation Cornelius, NC | General Support | $35,000 |
| Dewitt District Library Dewitt, MI | General | $25,000 |
| Potter Park Zoological Society Lansing, MI | General | $25,000 |
| CASA-the Voice for Clinton Countys St Johns, MI | General | $25,000 |
Ready to take the next step with Bartsch Memorial Trust XXXXX9004?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $8,093,545 | $569,191 | $572,360 | $426,200 | 10 | $492,132 | $499,263 | $521,526 |
| 2024 | $8,096,715 | $880,366 | $537,135 | $395,364 | 10 | $457,854 | $810,640 | $488,690 |
| 2023 | $7,753,472 | $573,303 | $550,294 | $422,850 | 10 | $479,754 | $505,277 | $452,268 |
| 2022 | $7,731,242 | $393,684 | $590,787 | $453,944 | 10 | $514,470 | $322,999 | $483,376 |
| 2021 | $7,930,437 | $543,508 | $548,501 | $403,384 | 10 | — | $478,820 | $523,632 |
| 2020 | $7,938,332 | $672,749 | $536,382 | $412,552 | 10 | — | $602,201 | $460,990 |
| 2019 | $7,802,573 | $610,032 | $588,825 | $443,338 | 11 | — | $534,097 | $484,733 |
Under IRS private-foundation payout rules, Bartsch Memorial Trust XXXXX9004 reported a distributable amount of $522K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The grant program lists arts and culture, civic activities, education, animal welfare, religion, health and medical research, human and social services, community development, the environment, and science. The filing states that giving is not restricted to preselected organizations.
Among its 2025 grantees, the Potter Park Zoological Society received $25,000. The society describes its mission as supporting Potter Park Zoo and inspiring people to conserve animals and the natural world.
Grantmaking
In 2025, the foundation gave $426,200 through 10 grants. Grant amounts ranged from $25,000 to $111,200, with a median of $37,500.
The largest listed awards were $111,200 to Clarkston United Methodist Church; $50,000 to Clarkston Basketball Foundation; $40,000 each to R J Scheffel Memorial Toy Project, Optimist Club Foundation, and Friends of the Independence Township; and $35,000 each to Warriors at Sail Foundation and Warriors in Kayaks Foundation. The remaining listed grants were $25,000 each to DeWitt District Library, Potter Park Zoological Society, and CASA—The Voice for Clinton County.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Mark S. Richard as co-trustee.
Bartsch Memorial Trust XXXXX9004 is led by Mark S. Richard, Co Trustee on every filing since 2019 — the only officer listed, and compensated.
Officers on the 2025 filing
Mark S. Richard
Co Trustee
On filings since 2019
2 hrs/week
$15K (2019) → $20K (2025)
Former officers (1)
- Former: JP Morgan Chase Bank N A (2021) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $20K, to Mark S Richard (Co Trustee).
Frequently asked questions about Bartsch Memorial Trust XXXXX9004
How much does Bartsch Memorial Trust XXXXX9004 give each year?
Bartsch Memorial Trust XXXXX9004 gave $426K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $395K across 10 grants.
What is Bartsch Memorial Trust XXXXX9004's typical grant size?
Bartsch Memorial Trust XXXXX9004's median grant in 2025 was $37,500, and its average grant was $42,620, across 10 grants on its 2025 IRS Form 990-PF.
Where does Bartsch Memorial Trust XXXXX9004 give grants?
Bartsch Memorial Trust XXXXX9004 gives mostly in Michigan: 84% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (8%) and North Carolina (8%). The most frequent recipient cities were Clarkston, MI (2 grants), Clarston, MI (2 grants) and Lansing, MI (2 grants).
Does Bartsch Memorial Trust XXXXX9004 give general operating support?
Yes: 100% of Bartsch Memorial Trust XXXXX9004's 2025 grants with a stated purpose (10 of 10) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Bartsch Memorial Trust XXXXX9004's largest grantees?
Bartsch Memorial Trust XXXXX9004's largest 2025 grantees include Clarkston United Methodist Church ($111,200), Clarkston Basketball Foundation ($50,000) and R J Scheffel Memorial Toy Project Inc ($40,000), according to its 2025 IRS Form 990-PF. Together they received 47% of its itemized 2025 grant dollars.
How large is Bartsch Memorial Trust XXXXX9004?
Bartsch Memorial Trust XXXXX9004 reported $8.1M in total assets on its 2025 IRS Form 990-PF. It paid out $492K in qualifying distributions that year, against a required minimum of $522K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Bartsch Memorial Trust XXXXX9004 fund?
The grant program lists arts and culture, civic activities, education, animal welfare, religion, health and medical research, human and social services, community development, the environment, and science. The filing states that giving is not restricted to preselected organizations. See mission & focus areas ↑
How do I apply for a grant from Bartsch Memorial Trust XXXXX9004?
The 2023 filing lists JPMorgan Chase as the contact and an online grants form as the application material. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 9, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 4, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 7, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 6, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 6, 2026)
- IRS filings on file for fiscal years 2019–2025
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Cite this profile
Grantable. (2026). Bartsch Memorial Trust XXXXX9004 funder profile. GrantGraph. Retrieved October 10, 2026, from https://grantable.co/funders/bartsch-memorial-trust-xxxxx9004-morg_4a96b611404b4097bb99d355fb6242aa
BibTeX
@misc{grantable_133188775_2026,
author = {{Grantable}},
title = {{Bartsch Memorial Trust XXXXX9004 funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/bartsch-memorial-trust-xxxxx9004-morg_4a96b611404b4097bb99d355fb6242aa},
note = {Accessed 2026-10-10. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Bartsch Memorial Trust XXXXX9004's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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