J Addison Bartush and Marion M Bartush
J Addison Bartush and Marion M Bartush is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SOUTHPORT, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8.2M in total assets. In 2024, it awarded 13 grants totaling $372K. Net investment income was $1.4M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$8.2M
+13.9% YoY
Annual Giving
$372K
-18.1% YoY
Grant Count
13
+44.4% YoY
Avg Grant Size
$29K
-43.3% YoY
Under IRS private-foundation payout rules, J Addison Bartush and Marion M Bartush reported a distributable amount of $437K for 2024 — the minimum it must pay out in qualifying distributions.
About J Addison Bartush and Marion M Bartush
Based on IRS filings
J Addison Bartush and Marion M Bartush is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SOUTHPORT, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8.2M in total assets. In 2024, it awarded 13 grants totaling $372K. Net investment income was $1.4M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $8,154,140 | $7,158,488 | $7,350,209 |
| Revenue | $1,426,569 | $396,790 | $515,096 |
| Expenses | $430,917 | $527,196 | $565,069 |
| Qualifying Distributions | $375,535 | $457,528 | $475,872 |
| Net Investment Income | $1,372,881 | $258,080 | $393,925 |
| Distributable Amount | $437,419 | $414,220 | $421,007 |
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
57 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Fordham University ($200,000), Pope Francis Center ($50,999), Detroit Opera ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ANGEL'S PLACE SOUTHFIELD, MI | GENERAL SUPPORT | $1,500 |
| CAPUCHIN SOUP KITCHEN DETROIT, MI | GENERAL SUPPORT | $1,500 |
| CATHOLIC CHARITIES RIO GRANDE VALLEY SAN JUAN, TX | GENERAL SUPPORT | $5,000 |
| DETROIT OPERA DETROIT, MI | GENERAL SUPPORT | $50,000 |
| DONOR'S CHOOSE PHILADELPHIA, PA | GENERAL SUPPORT | $1,747 |
| FEEDING AMERICA CHICAGO, IL | GENERAL SUPPORT | $1,000 |
| FORDHAM UNIVERSITY NEW YORK, NY | GENERAL SUPPORT | $200,000 |
| PALM SPRINGS OPERA GUILD PALM SPRINGS, CA | GENERAL SUPPORT | $10,000 |
| PLANNED PARENTHOOD NEW YORK, NY | GENERAL SUPPORT | $7,500 |
| POPE FRANCIS CENTER DETROIT, MI | GENERAL SUPPORT | $50,999 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SUSAN B CUGLIARI | TRUSTEE | 0.5 | — |
| JOSEPH A BARTUSH | TRUSTEE | 0.05 | — |
| STEPHEN M A CUGLIARI | TRUSTEE | 0.05 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is J Addison Bartush and Marion M Bartush?
J Addison Bartush and Marion M Bartush is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SOUTHPORT, CT. It holds $8.2M in total assets as of 2024.
How large is J Addison Bartush and Marion M Bartush?
As of 2024, J Addison Bartush and Marion M Bartush holds $8.2M in total assets with $1.4M in annual revenue. It awarded 13 grants totaling $372K in 2024.
Where does J Addison Bartush and Marion M Bartush operate?
J Addison Bartush and Marion M Bartush has awarded grants in California, Connecticut, District of Columbia, Illinois, Michigan, Minnesota, Missouri, New York, Pennsylvania, Texas.
What size grants does J Addison Bartush and Marion M Bartush award?
In 2024, J Addison Bartush and Marion M Bartush awarded 13 grants totaling $372K — an average of about $29K per grant, based on its IRS Form 990 filings.
How much is J Addison Bartush and Marion M Bartush required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, J Addison Bartush and Marion M Bartush reported a distributable amount of $437K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is J Addison Bartush and Marion M Bartush's EIN?
J Addison Bartush and Marion M Bartush's EIN (Employer Identification Number) is 26-3509217. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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