Herman & Janice N Bartz Charitable
Herman & Janice N Bartz Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OVERLAND PARK, KS. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $968K in total assets. In 2024, it awarded 17 grants totaling $57K. Net investment income was $20K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$968K
-6.9% YoY
Annual Giving
$57K
-2.5% YoY
Grant Count
17
+0.0% YoY
Avg Grant Size
$3K
-2.5% YoY
Under IRS private-foundation payout rules, Herman & Janice N Bartz Charitable reported a distributable amount of $55K for 2024 — the minimum it must pay out in qualifying distributions.
About Herman & Janice N Bartz Charitable
Based on IRS filings
Herman & Janice N Bartz Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OVERLAND PARK, KS. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $968K in total assets. In 2024, it awarded 17 grants totaling $57K. Net investment income was $20K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $967,850 | $1,040,136 | $1,083,726 |
| Revenue | $1,946 | $35,302 | $101,224 |
| Expenses | $74,232 | $78,892 | $63,400 |
| Qualifying Distributions | $57,400 | $58,900 | $62,400 |
| Net Investment Income | $19,581 | $35,302 | $65,527 |
| Distributable Amount | $55,477 | $57,389 | $58,861 |
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
69 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Catholic Charities ($7,800), Salvation Army ($7,000), Wyandotte Pregnancy Clinic ($6,500).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN CANCER SOCIETY KANSAS CITY, MO | UNRESTRICTED CONTRIB. TO 501(C)(3) | $2,100 |
| AVE MARIA UNIVERSITY AVE MARIA, FL | SCHOLARSHIP FUND | $1,500 |
| CATHOLIC CHARITIES OVERLAND PARK, KS | UNRETSRICTED CONTRI. TO 501(C)(3) | $7,800 |
| CATHOLIC EDUCATION FOUNDATION KANSAS CITY, KS | UNRESTRICTED CONTRIB. TO 501(C)(3) | $3,300 |
| CHILDRENS MERCY HOSPITAL KANSAS CITY, MO | MENTAL HEALTH FUND | $2,500 |
| CORNERSTONES OF CARE KANSAS CITY, MO | OZNAM | $3,600 |
| CRISTO REY KANSAS CITY HIGH SCHOOL KANSAS CITY, MO | UNRESTRICTED CONTRIB. TO 501(C)(3) | $1,200 |
| KANSAS CITY HOSPICE FD CAROUSEL KANSAS CITY, MO | UNRESTRICTED CONTRIB. TO 501(C)(3) | $5,000 |
| CAMPS FOR KIDS MISSION, KS | KC HOSPICE CAMP ERIN | $1,500 |
| LEARNING CLUB OF KCK KANSAS CITY, KS | UNRESTRICTED CONTRIB TO 501(C)(3) | $1,200 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| RICHARD L PERKINS | MANAGER, CPA | 1 | — |
| SECURITY TRUST INVESTMENTS | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Herman & Janice N Bartz Charitable?
Herman & Janice N Bartz Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OVERLAND PARK, KS. It holds $968K in total assets as of 2024.
How large is Herman & Janice N Bartz Charitable?
As of 2024, Herman & Janice N Bartz Charitable holds $968K in total assets with $2K in annual revenue. It awarded 17 grants totaling $57K in 2024.
Where does Herman & Janice N Bartz Charitable operate?
Herman & Janice N Bartz Charitable has awarded grants in District of Columbia, Florida, Kansas, Missouri, North Carolina.
What size grants does Herman & Janice N Bartz Charitable award?
In 2024, Herman & Janice N Bartz Charitable awarded 17 grants totaling $57K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Herman & Janice N Bartz Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Herman & Janice N Bartz Charitable reported a distributable amount of $55K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Herman & Janice N Bartz Charitable's EIN?
Herman & Janice N Bartz Charitable's EIN (Employer Identification Number) is 48-1218513. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in Herman & Janice N Bartz Charitable's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.