Herman & Janice N Bartz Charitable Trust
The Herman & Janice N Bartz Charitable Trust is a private foundation based in Overland Park, Kansas. Its 2025 filing reports 17 grants totaling $55,500 to organizations in several states.
Herman & Janice N Bartz Charitable Trust at a glance
In short: Herman & Janice N Bartz Charitable Trust gave $56K across 17 grants in 2025 (avg $3K), mostly in Kansas. 24% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $55,500
- -3.3% vs 2024
- Grants made (2025)
- 17
- +0.0% vs 2024
- Average grant
- $3,265
- -3.3% vs 2024
- Median grant
- $2,600
- Total assets
- $970,052
- +0.2% vs 2024
- New grantees (estimate)
- 24% first-time grantees (4 of 17, 2025; small sample)
- Primary geography
- Kansas (64% 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 Herman & Janice N Bartz Charitable Trust
- How to Apply
-
The 2023 filing names Richard L. Perkins as the contact and requests a copy of the most recent Form 990. It lists no deadline and says awards must go to a 501(c)(3) organization.
- Contact
Application contact: Richard L Perkins
Mailing address: 2206 West 74Th Street, Prairie Village, KS 66208
Phone: (913) 706-0740
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Herman & Janice N Bartz Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Catholic Charities ($8K). Together the top 10 received $46K.
Grant Size Distribution
86 grants across all recorded years
The most common grant size was under $50K: 86 grants of 86 (100%).
Geographic Focus
Where this funder awards grants
The 2025 filing shows that 64% of grant dollars went to Kansas recipients and 24% to Missouri recipients. The remaining reported shares went to recipients in Washington, DC (5%), North Carolina (4%), and Florida (3%).
Grant Distribution by State
Share of 2025 grant dollars across all 17 itemized grants.
Cities
Is Herman & Janice N Bartz Charitable Trust open to new grantees?
24%
first-time grantees, 2025
In 2025, 4 of 17 grantees (24%) were first-time recipients. With only 17 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $2K; repeat grants $4K. How we count
Medians: $2K first-time, $3K repeat.
- 71% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−11%). Method
- In 2025 it paid out 101% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). 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
From 2021 to 2025, annual grant giving ranged from $56K (2025) to $62K (2022). In 2025 it made 17 grants totaling $56K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Catholic Charities Overland Park, KS | Unrestricted Gift | $7,800 |
| Salvation Army Kansas City, KS | Unrestricted Gift | $7,000 |
| Wyandotte Pregnancy Clinic Kansas City, KS | Unrestricted Gift | $6,500 |
| Kansas City Hospice Foundation Kansas City, MO | Unrestricted Gift | $5,000 |
| University of St Mary Leavenworth, KS | Unrestricted Gift | $3,800 |
| Sister Servants of Mary Kansas City, KS | Unrestricted Gift | $3,600 |
| Cornerstone of Care Kansas City, MO | Unrestricted Gift | $3,400 |
| Catholic Education Foundation Kansas City, KS | Unrestricted Gift | $3,300 |
| Paralyzed Veterans of America Washington, DC | Unrestricted Gift | $2,600 |
| Children's Mercy Hospital Kansas City, MO | Unrestricted Gift | $2,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $970,052 | $75,717 | $73,631 | $55,500 | 17 | $60,634 | $62,720 | $60,170 |
| 2024 | $967,850 | $1,946 | $74,232 | $57,400 | 17 | $57,400 | $19,581 | $55,477 |
| 2023 | $1,040,136 | $35,302 | $78,892 | $58,900 | 17 | $58,900 | $35,302 | $57,389 |
| 2022 | $1,083,726 | $101,224 | $63,400 | $62,400 | 18 | $62,400 | $65,527 | $58,861 |
| 2021 | $1,059,614 | $84,883 | $78,918 | $58,400 | 17 | — | $66,619 | $63,939 |
Under IRS private-foundation payout rules, Herman & Janice N Bartz Charitable Trust reported a distributable amount of $60K 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 trust is provided. Its 2025 grants include organizations serving people through charitable, health, educational, and other work. For example, Kansas City Hospice Foundation describes its mission as providing care, comfort, guidance, and hope to people affected by serious illness or grief. Samaritan’s Purse describes itself as a Christian organization providing spiritual and physical aid to people facing hardship around the world. Learning Club of KCK says it provides education programs for children in Kansas City, including students in areas of concentrated poverty.
Grantmaking
In 2025, the trust gave 17 grants totaling $55,500. Grants ranged from $500 to $7,800, with a median of $2,600. The largest listed awards included $7,800 to Catholic Charities in Overland Park, Kansas; $7,000 to the an individual recipient in Kansas City, Kansas; $6,500 to Wyandotte Pregnancy Clinic; and $5,000 to Kansas City Hospice Foundation. The filing identifies these grants as unrestricted gifts.
Other 2025 recipients included Sister Servants of Mary ($3,600), Cornerstone of Care ($3,400), Catholic Education Foundation ($3,300), Paralyzed Veterans of America ($2,600), Children’s Mercy Hospital ($2,500), American Cancer Society ($2,100), and Samaritan’s Purse ($2,100). Learning Club of KCK also received $1,000 in 2025.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Richard L. Perkins as manager and CPA.
Herman & Janice N Bartz Charitable Trust's only listed officer is Richard L. Perkins, Manager & CPA on every filing since 2021 (uncompensated).
Officers on the 2025 filing
Richard L. Perkins
Manager & CPA
On filings since 2021
1 hr/week
No compensation reported
Former officers (1)
- Former: Security Trust Investments (2021–2024) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Herman & Janice N Bartz Charitable Trust
How much does Herman & Janice N Bartz Charitable Trust give each year?
Herman & Janice N Bartz Charitable Trust gave $56K across 17 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $57K across 17 grants.
What is Herman & Janice N Bartz Charitable Trust's typical grant size?
Herman & Janice N Bartz Charitable Trust's median grant in 2025 was $2,600, and its average grant was $3,265, across 17 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Herman & Janice N Bartz Charitable Trust that year got $2K on average.
Where does Herman & Janice N Bartz Charitable Trust give grants?
Herman & Janice N Bartz Charitable Trust gives mostly in Kansas: 64% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Missouri (24%). The most frequent recipient cities were Kansas City, KS (6 grants), Kansas City, MO (5 grants) and Overland Park, KS (2 grants).
Does Herman & Janice N Bartz Charitable Trust give general operating support?
Yes: 100% of Herman & Janice N Bartz Charitable Trust's 2025 grants with a stated purpose (17 of 17) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Herman & Janice N Bartz Charitable Trust's largest grantees?
Herman & Janice N Bartz Charitable Trust's largest 2025 grantees include Catholic Charities ($7,800), Salvation Army ($7,000) and Wyandotte Pregnancy Clinic ($6,500), according to its 2025 IRS Form 990-PF. Together they received 38% of its itemized 2025 grant dollars.
How large is Herman & Janice N Bartz Charitable Trust?
Herman & Janice N Bartz Charitable Trust reported $970K in total assets on its 2025 IRS Form 990-PF. It paid out $61K in qualifying distributions that year, against a required minimum of $60K (roughly 5% of its investment assets).
What does Herman & Janice N Bartz Charitable Trust fund?
No mission statement for the trust is provided. Its 2025 grants include organizations serving people through charitable, health, educational, and other work. See mission & focus areas ↑
How do I apply for a grant from Herman & Janice N Bartz Charitable Trust?
The 2023 filing names Richard L. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS December 2, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 16, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 29, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 22, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 12, 2026)
- IRS filings on file for fiscal years 2021–2025
Live grants for the work Herman & Janice N Bartz Charitable Trust funds
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Cite this profile
Grantable. (2026). Herman & Janice N Bartz Charitable Trust funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/herman-and-janice-n-bartz-charitable-trust-morg_950d129c56c9454a8132cf93d9a9c3e4
BibTeX
@misc{grantable_481218513_2026,
author = {{Grantable}},
title = {{Herman \& Janice N Bartz Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/herman-and-janice-n-bartz-charitable-trust-morg_950d129c56c9454a8132cf93d9a9c3e4},
note = {Accessed 2026-10-16. 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 Herman & Janice N Bartz Charitable Trust'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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