Charles F& Adeline Barth

Private foundation · Grantmaker Saginaw, MI EIN: 38-6556893

Charles F& Adeline Barth is a private foundation based in Saginaw, Michigan. Its 2025 filing reports 22 grants totaling $1,556,061, all to recipients in Michigan.

Charles F& Adeline Barth at a glance

In short: Charles F& Adeline Barth gave $1.6M across 22 grants in 2025 (avg $71K), mostly in Michigan. 10% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$1,556,061
+2744.7% vs 2024
Grants made (2025)
22
+15.8% vs 2024
Average grant
$70,730
+2356.8% vs 2024
Median grant
$3,000
New grantees (estimate)
10% first-time grantees (2 of 21, 2025; small sample)
Primary geography
Michigan (100% 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 Charles F& Adeline Barth

How to Apply

The foundation’s filing states that applications may be made by letter, with no formal requirements. Applications are accepted on an ongoing basis, and the filing lists no restrictions on awards.

Review Cycle
Ongoing.
Deadline
Ongoing.
Contact

Application contact: Suzanne Lozano
Mailing address: 5300 Bay Road Suite 100, Saginaw, MI 48604
Phone: (989) 793-9830

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Charles F& Adeline Barth funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Saginaw Community Foundation: $1.5MSaginaw Community Foundation$1.5MUnited Way of Saginaw: $5KUnited Way of Saginaw$5KREAD Association: $5KREAD Association$5KBig Brother Big Sister: $3KBig Brother Big Sister$3KEast Side Soup Kitchen: $3KEast Side Soup Kitchen$3KEmmaus House: $3KEmmaus House$3KGirl Scouts: $3KGirl Scouts$3KGirls on the Run: $3KGirls on the Run$3KHabitat for Humanity: $3KHabitat for Humanity$3KJunior Achievement: $3KJunior Achievement$3K

The largest 2025 recipient was Saginaw Community Foundation ($1.5M). Together the top 10 received $1.5M.

Organizations only. It also paid 1 individual scholarship ($3,000), which are not listed by name.

Grant Size Distribution

110 grants across all recorded years

109<$50K$50–100K$100–250K$250–500K$500K–1M1$1–5M$5M+

The most common grant size was under $50K: 109 grants of 110 (99%).

Geographic Focus

Where this funder awards grants

All 2025 grant dollars went to recipients in Michigan.

Grant Distribution by State

1state

Share of 2025 grant dollars across all 22 itemized grants.

States

Cities

SaginawAuburnBloomfieldBrightonMidlandUniversity Center

Is Charles F& Adeline Barth open to new grantees?

10%

first-time grantees, 2025

In 2025, 2 of 21 grantees (10%) were first-time recipients. With only 21 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $747K; repeat grants $3K. How we count

Medians: $747K first-time, $3K repeat.

  • 86% of 2025 grantees were also funded in 2024. Method
  • Giving grew 2583% from 2022 to 2025. Method
  • In 2025 it paid out well above its IRS minimum distribution (the 5% rule). 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

$0$500K$1M$1.5M$2M24 grants2019 22 grants2020 24 grants2021 23 grants2022 22 grants2023 19 grants2024 22 grants2025

From 2019 to 2025, annual grant giving ranged from $55K (2024) to $1.6M (2025). In 2025 it made 22 grants totaling $1.6M.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Saginaw Community Foundation Saginaw, MIPublic charitable, scientific, literary, and educational purposes$1,492,561
United Way of Saginaw Saginaw, MIPromote volunteerism$5,000
READ Association Saginaw, MIEducate children$4,500
Big Brother Big Sister Saginaw, MIOne to one mentor programs$3,000
East Side Soup Kitchen Saginaw, MIProvide meals to downtown Saginaw$3,000
Emmaus House Saginaw, MIHome maintenance$3,000
Girl Scouts Saginaw, MIPreeminent leadership development$3,000
Girls on the Run Saginaw, MIGeneral Fund$3,000
Habitat for Humanity Saginaw, MIRestore low income housing$3,000
Junior Achievement Saginaw, MIFinancial literacy for children$3,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025—$64,575$1,595,259$1,556,06122$1,573,208$42,849$71,200
2024$810,298$79,033$77,851$54,70019$62,015$63,198$69,791
2023$807,113$59,587$77,702$56,50022$63,161$45,047$61,254
2022$822,278$27,483$80,988$58,00023$63,860$13,455$62,334
2021$875,783$126,583$81,676$60,00024$65,937$111,772$66,469
2020$830,876$58,823$74,157$55,16322—$45,187$59,265
2019$846,210$49,007$76,389$56,01024—$34,653$58,381

Under IRS private-foundation payout rules, Charles F& Adeline Barth reported a distributable amount of $71K 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

No mission statement for the foundation is provided. Its listed 2025 grant purposes include promoting volunteerism, educating children, providing meals, restoring low-income housing, and supporting mentoring and leadership programs.

Among the 2025 grantees described in their own words, the Saginaw Choral Society says it builds and unites the community through music. East Side Soup Kitchen says it provides weekday lunchtime meals and after-school meals for children. Underground Railroad Inc. says it empowers survivors and works to create a culture of safety and respect. The Saginaw Community Foundation says its mission is to fulfill donor wishes and enable community initiatives.

Grantmaking

In 2025, the foundation made 22 grants totaling $1,556,061. Grant amounts ranged from $1,000 to $1,492,561, with a median of $3,000. Its largest grant was $1,492,561 to the Saginaw Community Foundation for public charitable, scientific, literary, and educational purposes. Other listed grants included $5,000 to United Way of Saginaw to promote volunteerism; $4,500 to READ Association to educate children; and $3,000 each to Big Brother Big Sister, East Side Soup Kitchen, Emmaus House, Girl Scouts, Girls on the Run, Habitat for Humanity, Junior Achievement, Make a Wish - Michigan, and Mid Michigan Childrens Museum.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Jane Barth as president, Judy Weldy as trustee, and Suzanne Lozano as secretary/treasurer. The 2024 filing names Suzanne Lozano as the application contact.

Charles F& Adeline Barth is led by Jane Barth, President on every filing since 2019; 1 of 3 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Jane Barth

    President

    On filings since 2019

    1 hr/week

    $600 (2019) → $600 (2025)

  • Judy Weldy

    Trustee

    On filings since 2019

    1 hr/week

    $300 (2019) → $0 (2025)

  • Suzanne Lozano

    Secretary & Treasurer

    Secretary → Secretary & Treasurer, 2024

    On filings since 2019

    1 hr/week

    $300 (2022) → $0 (2025)

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

Jane Barth — President: $600Jane BarthPresident$600

The highest reported compensation on the 2025 filing was $600, to Jane Barth (President).

Frequently asked questions about Charles F& Adeline Barth

How much does Charles F& Adeline Barth give each year?

Charles F& Adeline Barth gave $1.6M across 22 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $55K across 19 grants.

What is Charles F& Adeline Barth's typical grant size?

Charles F& Adeline Barth's median grant in 2025 was $3,000, and its average grant was $70,730, across 22 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Charles F& Adeline Barth that year got $747K on average.

Where does Charles F& Adeline Barth give grants?

Charles F& Adeline Barth gives mostly in Michigan: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Saginaw, MI (18 grants).

Does Charles F& Adeline Barth give general operating support?

Yes: 14% of Charles F& Adeline Barth's 2025 grants with a stated purpose (3 of 22) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Charles F& Adeline Barth's largest grantees?

Charles F& Adeline Barth's largest 2025 grantees include Saginaw Community Foundation ($1,492,561), United Way of Saginaw ($5,000) and READ Association ($4,500), according to its 2025 IRS Form 990-PF. It also paid 1 individual scholarship ($3,000), which are not listed by name. Together they received 97% of its itemized 2025 grant dollars.

What does Charles F& Adeline Barth fund?

No mission statement for the foundation is provided. Its listed 2025 grant purposes include promoting volunteerism, educating children, providing meals, restoring low-income housing, and supporting mentoring and leadership programs. See mission & focus areas ↑

How do I apply for a grant from Charles F& Adeline Barth?

The foundation’s filing states that applications may be made by letter, with no formal requirements. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

How much is Charles F& Adeline Barth required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Charles F& Adeline Barth reported a distributable amount of $71K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Charles F& Adeline Barth's EIN?

Charles F& Adeline Barth's EIN (Employer Identification Number) is 38-6556893. 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

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS April 29, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 11, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS August 9, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 9, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS July 25, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS February 11, 2026)
  8. IRS filings on file for fiscal years 2019–2025

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Cite this profile

Grantable. (2026). Charles F& Adeline Barth funder profile. GrantGraph. Retrieved October 19, 2026, from https://grantable.co/funders/charles-fand-adeline-barth-morg_c4788c5b64be4480ad1286e902b076e5

BibTeX
@misc{grantable_386556893_2026,
  author       = {{Grantable}},
  title        = {{Charles F\& Adeline Barth funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/charles-fand-adeline-barth-morg_c4788c5b64be4480ad1286e902b076e5},
  note         = {Accessed 2026-10-19. 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 Charles F& Adeline Barth'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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