Peter H and Marietta K Bach Charitable Trust Conservatorship is a private foundation located in Los Angeles, California. Established in 2011, it operates as a 501(c)(3) organization with no employees. The foundation is currently under conservatorship, with Ivan L Kallick serving as conservator.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.7M
+0.0% YoY
Annual Giving
$337K
+24.3% YoY
Grant Count
41
+17.1% YoY
Avg Grant Size
$8K
+6.1% YoY
Under IRS private-foundation payout rules, Peter H and Marietta K Bach reported a distributable amount of $330K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation primarily funds general operations and supports organizations across multiple sectors. Primary funding areas include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
Grantmaking
The foundation does not currently list live grant opportunities.
Average Grant
amount: Not specified in available data
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in:
- California
- New York
- New Jersey
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2023:
- Total assets: $5,692,225
- Total revenues: $295,177
- Total expenses: $411,686
- Investment income and dividends: Primary revenue source
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,692,703 | $5,692,225 | $5,809,830 |
| Revenue | $487,966 | $295,177 | $263,689 |
| Expenses | $482,000 | $411,686 | $462,075 |
| Qualifying Distributions | $409,592 | $340,854 | $358,996 |
| Net Investment Income | $438,665 | $250,050 | $220,610 |
| Distributable Amount | $330,330 | $304,724 | $316,670 |
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
207 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Moishe House ($50,400), Cedars Sinai ($37,350), Jewish Free Loan Association ($31,110).
| Recipient | Purpose | Amount |
|---|---|---|
| AFRICAN AMERICAN MUSEUM DALLAS, TX | GENERAL OPERATIONS | $80 |
| AMERICAN FOUNDATION FOR NEW YORK, NY | GENERAL OPERATIONS | $100 |
| AMERICAN HEART ASSOCIATION DALLAS, TX | GENERAL OPERATIONS | $100 |
| BETTER WORLD FUND WASHINGTON, DC | GENERAL OPERATIONS | $2,575 |
| BH FIRE FIGHTER ASSN BEVERLY HILLS, CA | GENERAL OPERATIONS | $8,000 |
| BH POLICE FOUNDATION BEVERLY HILLS, CA | GENERAL OPERATIONS | $4,830 |
| BRENTWOOD SCHOOL LOS ANGELES, CA | GENERAL OPERATIONS | $4,375 |
| CEDARS SINAI LOS ANGELES, CA | GENERAL OPERATIONS | $37,350 |
| CHILDREN'S DIABETES FOUNDATION AURORA, CO | GENERAL OPERATIONS | $8,823 |
| CITY OF HOPE DUARTE, CA | GENERAL OPERATIONS | $180 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Ivan L Kallick – Conservator
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DEBORAH B KALLICK | TRUSTEE | 5 | $48,000 |
| IVAN L KALLICK | TRUSTEE | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Peter H and Marietta K Bach fund?
The foundation primarily funds general operations and supports organizations across multiple sectors. Primary funding areas include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services
How do I apply for a grant from Peter H and Marietta K Bach?
**Grant Activity:** • Total giving in 2023: $270,744 • Number of grants made in 2023: 35 grants • Typical award range: $50–$72,040 • Average grant amount: Not specified in available data • Median grant amount: Not specified in available data **Recent Grantees (2023):** • Jewish Free Loan Association ($39,260 for General Operations) • Concern Foundation ($36,000 for General Operations) • Cedars Sinai ($34,300 for General Operations) • Moishe House (among 20+ additional grants) The foundation doe…
Where does Peter H and Marietta K Bach make grants?
The foundation primarily funds organizations in: • California • New York • New Jersey
What size grants does Peter H and Marietta K Bach award?
In 2024, Peter H and Marietta K Bach awarded 41 grants totaling $337K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is Peter H and Marietta K Bach required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Peter H and Marietta K Bach reported a distributable amount of $330K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Peter H and Marietta K Bach's EIN?
Peter H and Marietta K Bach's EIN (Employer Identification Number) is 90-6148666. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Peter H and Marietta K Bach's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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