Herman & Janice N Bartz Charitable Trust

Foundation · Grantmaker Overland Park, KS EIN: 48-1218513

Herman & Janice N Bartz Charitable Trust is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in Overland Park, KS. IRS filing data is available from 2021 through 2025. In 2025, it awarded 17 grants totaling $56K.

Key facts about Herman & Janice N Bartz Charitable Trust

EIN
48-1218513
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$55,500
Grants made (2025)
17
Average grant
$3,265
Median grant
$2,600
New grantees (estimate)
29% first-time grantees (5 of 17, 2025)
Primary geography
Kansas (64% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who Herman & Janice N Bartz Charitable Trust funds

By grant dollars, the top recipient states for Herman & Janice N Bartz Charitable Trust's 17 itemized 2025 grants were Kansas (64%) and Missouri (24%). The most frequent recipient cities were Kansas City, KS (6 grants), Kansas City, MO (5 grants) and Overland Park, KS (2 grants). 100% of grants with a stated purpose were for general or operating support.

Is Herman & Janice N Bartz Charitable Trust open to new grantees?

29%

first-time grantees, 2025

In 2025, 5 of 17 grantees (29%) were first-time recipients. First grants averaged $2K; repeat grants $4K. How we count

Medians: $2K first-time, $3K repeat.

  • 65% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (−11%). Method

Estimate from itemized IRS Form 990-PF grant lists (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$56K

-3.3% YoY

Grant Count

17

+0.0% YoY

Avg Grant Size

$3K

-3.3% YoY

About Herman & Janice N Bartz Charitable Trust

Based on IRS filings

Herman & Janice N Bartz Charitable Trust is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in Overland Park, KS. IRS filing data is available from 2021 through 2025. In 2025, it awarded 17 grants totaling $56K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of all 17 itemized 2025 grant dollars.

Cities

Kansas CityBooneOverland ParkAve MariaLeavenworthWashington DCMissionWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.120212022202320242025
Metric202520242023
Total Assets———
Revenue———
Expenses———
Qualifying Distributions———
Net Investment Income———
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

Giving Over Time

Total grant dollars and number of grants per year

$0$16K$31K$47K$62K17 grants202118 grants202217 grants202317 grants202417 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Catholic Charities: $8KCatholic Charities$8KSalvation Army: $7KSalvation Army$7KWyandotte Pregnancy Clinic: $7KWyandotte Pregnancy Clinic$7KKansas City Hospice Foundation: $5KKansas City Hospice Foundation$5KUniversity of St Mary: $4KUniversity of St Mary$4KSister Servants of Mary: $4KSister Servants of Mary$4KCornerstone of Care: $3KCornerstone of Care$3KCatholic Education Foundation: $3KCatholic Education Foundation$3KParalyzed Veterans of America: $3KParalyzed Veterans of America$3KChildren's Mercy Hospital: $3KChildren's Mercy Hospital$3K

Grant Size Distribution

86 grants across all recorded years

86<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest recipients include Catholic Charities ($7,800), Salvation Army ($7,000), Wyandotte Pregnancy Clinic ($6,500).

RecipientPurposeAmount
CATHOLIC CHARITIES Overland Park, KSUNRESTRICTED GIFT$7,800
SALVATION ARMY Kansas City, KSUNRESTRICTED GIFT$7,000
WYANDOTTE PREGNANCY CLINIC Kansas City, KSUNRESTRICTED GIFT$6,500
KANSAS CITY HOSPICE FOUNDATION Kansas City, MOUNRESTRICTED GIFT$5,000
UNIVERSITY OF ST MARY Leavenworth, KSUNRESTRICTED GIFT$3,800
SISTER SERVANTS OF MARY Kansas City, KSUNRESTRICTED GIFT$3,600
CORNERSTONE OF CARE Kansas City, MOUNRESTRICTED GIFT$3,400
CATHOLIC EDUCATION FOUNDATION Kansas City, KSUNRESTRICTED GIFT$3,300
PARALYZED VETERANS OF AMERICA Washington, DCUNRESTRICTED GIFT$2,600
CHILDREN'S MERCY HOSPITAL Kansas City, MOUNRESTRICTED GIFT$2,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2021 IRS filing

Security Trust Investment — Trustee: $14KSecurity Trust…Trustee$14K

From 2025 IRS filing

NameTitleHoursCompensation
Richard L PerkinsManager, CPA1—

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Herman & Janice N Bartz Charitable Trust?

Herman & Janice N Bartz Charitable Trust is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in Overland Park, KS. It holds — in total assets as of 2025.

Where does Herman & Janice N Bartz Charitable Trust operate?

Herman & Janice N Bartz Charitable Trust has awarded grants in District of Columbia, Florida, Kansas, Missouri, North Carolina.

What size grants does Herman & Janice N Bartz Charitable Trust award?

In 2025, Herman & Janice N Bartz Charitable Trust awarded 17 grants totaling $56K — an average of about $3K per grant, based on its IRS Form 990 filings.

What is Herman & Janice N Bartz Charitable Trust's EIN?

Herman & Janice N Bartz Charitable Trust's EIN (Employer Identification Number) is 48-1218513. IRS Form 990 filing data is available on this page for 2021–2025.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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