Birtwistle Family Foundation

LUDINGTON, MI EIN: 38-2787567

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

+47.4% YoY

Avg Grant Size

$4K

-29.0% YoY

Under IRS private-foundation payout rules, Birtwistle Family Foundation reported a distributable amount of $112K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

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

Michigan $524K (93%)

District of Columbia $12K (2%)

Virginia $11K (2%)

Florida $9K (2%)

New York $5K (1%)

Maryland $1K (0%)

Texas $700 (0%)

Tennessee $500 (0%)

+1 more states

States

District of Columbia Florida Maryland Michigan New York South Dakota Tennessee Texas Virginia

Cities

ArlingtonChamberlainDallasDetroitGrand HavenJacksonvilleLanhamLudingtonManisteeMemphisMuskegonNaplesRedfordScottsvilleScottvilleStaten IslandTampaWashington

Financial History

Multi-year comparison from IRS filings

Total Assets: $2,241,348
Total Giving: $119,550 (most recent filing)

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Among its reported 2024 grants, the largest include Mason County Historical Society ($30,000), Ludington Area School District ($12,500), Mason County Community Foundation ($10,000).

Recipient	Purpose	Amount
SALVATION ARMY LUDINGTON, MI	COMMUNITY PROGRAMS	$2,000
LUDINGTON AREA ARTS COUNCIL LUDINGTON, MI	ARTS ADVOCACY, EVENTS, AND EDUCATION	$2,000
SANDCASTLE CHILDRENS MUSEUM LUDINGTON, MI	EXHIBITS AND ACTIVITIES	$2,000
GRACE PLACE FOR CHILDREN AND FAMILIES NAPLES, FL	COMMUNITY SUPPORT	$2,000
LUDINGTON AREA SCHOOL DISTRICT LUDINGTON, MI	YOUTH RESOURCE CENTER	$12,500
LUDINGTON PETUNIA PARADE LUDINGTON, MI	PROGRAM SUPPORT	$2,000
OLIVIA FLEWELLING LUDINGTON, MI	COLLEGE SCHOLARSHIP	$7,500
LUDINGTON YOUTH SAILING SCHOOL INC LUDINGTON, MI	GENERAL SUPPORT	$2,000
COMMUNITIES OVERCOMING VIOLENT ENCOUNTERS (COVE) LUDINGTON, MI	VICTIM PROTECTION AND ADVOCACY	$1,000
GABRIELLA GONZALES LUDINGTON, MI	COLLEGE SCHOLARSHIP	$7,500

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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Frequently Asked Questions

What does Birtwistle Family Foundation fund?

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

How do I apply for a grant from Birtwistle Family Foundation?

**Grant Amounts:** Typical awards range from $200 to $30,000. **Recent Grants:** The foundation awarded $1,500 to the Ludington Area Center for the Arts in 2023 for Arts Advocacy, Events, and Education. **Annual Giving:** Total giving of $119,550 (based on most recent IRS Form 990 filing from 2024).

Where does Birtwistle Family Foundation make grants?

The foundation primarily supports organizations in Michigan, Florida, and Virginia.

What size grants does Birtwistle Family Foundation award?

In 2024, Birtwistle Family Foundation awarded 28 grants totaling $120K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Birtwistle Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Birtwistle Family Foundation reported a distributable amount of $112K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.