Birtwistle Family Foundation
The Birtwistle Family Foundation is a private foundation based in Ludington, Michigan. The foundation supports charitable causes through grants to nonprofit organizations across multiple sectors.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.2M
+3.3% YoY
Annual Giving
$120K
+4.6% YoY
Grant Count
28
+47.4% YoY
Avg Grant Size
$4K
-29.0% YoY
Mission & Focus Areas
The foundation's primary funding focus areas include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Historic Preservation and Historic Buildings
- Arts Advocacy, Events, and Education
- Research Institutes & Public Policy Analysis
- Alliances & Advocacy
Grantmaking
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Geographic Focus
Where this funder awards grants
The foundation primarily supports organizations in Michigan, Florida, and Virginia.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
- Total Assets: $2,241,348
- Total Giving: $119,550 (most recent filing)
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,241,348 | $2,170,717 | $2,195,954 |
| Revenue | $207,093 | $100,543 | $83,232 |
| Expenses | $137,435 | $130,487 | $149,201 |
| Qualifying Distributions | $119,550 | $114,300 | $115,100 |
| Net Investment Income | $189,208 | $69,542 | $66,666 |
| Distributable Amount | $111,842 | $107,296 | $113,100 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
118 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOCLYN BIRTWISTLE | PRESIDENT | 1 | — |
| SARAH PELFRESNE | VICE PRESIDENT | 1 | — |
| SHERYL RICE | TREASURER | 1 | — |
| JEFF SLAGGERT | SECRETARY | 1 | — |
Recent Activity
Recent developments and announcements
The Birtwistle Family Foundation is listed as a supporter of the Community Foundation for Mason County's Campaign for Mason County: Building a Stronger Community Together, a fundraising initiative aimed at tripling grantmaking capacity for nonprofit partners and community organizations in the region.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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