Vicki Lynn Bartz Memorial Scholarship Fund
Vicki Lynn Bartz Memorial Scholarship Fund is a private foundation, based in San Jose, CA. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $396K in total assets. In 2025, it awarded 2 grants totaling $4K.
Vicki Lynn Bartz Memorial Scholarship Fund at a glance
In short: Vicki Lynn Bartz Memorial Scholarship Fund gave $4K across 2 grants in 2025 (avg $2K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $4,000
- Grants made (2025)
- 2
- Average grant
- $2,000
- Median grant
- $2,000
- Total assets
- $396,008
- +2.4% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Vicki Lynn Bartz Memorial Scholarship Fund funds
How this funder distributes its grants
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 3 grants of 3 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Vicki Lynn Bartz Memorial Scholarship Fund gives
- In 2025 it paid out 21% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2023 to 2025, annual grant giving ranged from $1 (2023) to $4K (2025). In 2025 it made 2 grants totaling $4K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 2 individual scholarships Recipients not named | — | $4,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2025 | $396,008 | $13,585 | $5,335 | $4,000 | 2 | $4,000 | $19,107 |
| 2024 | $386,624 | $80,066 | $1,195 | — | — | — | — |
| 2023 | $306,558 | $7,442 | $122 | $1 | 1 | $2 | — |
| 2022 | $300,000 | $300,000 | $764 | — | — | — | — |
Under IRS private-foundation payout rules, Vicki Lynn Bartz Memorial Scholarship Fund reported a distributable amount of $19K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Vicki Lynn Bartz Memorial Scholarship Fund is led by Lynn M. Bartz, President on every filing since 2022; 1 of 3 officers listed in 2025 is compensated.
Officers on the 2025 filing
Lynn M. Bartz
President
On filings since 2022
1 hr/week
$450 (2024) → $500 (2025)
Nathan C. Slattery
Treasurer
On filings since 2022
No compensation reported
Ryan W. Slattery
Secretary
On filings since 2022
No compensation reported
Data from IRS Form 990 filings, 2022–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $500, to Lynn M Bartz (President).
Frequently asked questions about Vicki Lynn Bartz Memorial Scholarship Fund
How much does Vicki Lynn Bartz Memorial Scholarship Fund give each year?
Vicki Lynn Bartz Memorial Scholarship Fund gave $4K across 2 grants in 2025, according to its 2025 IRS Form 990-PF.
How large is Vicki Lynn Bartz Memorial Scholarship Fund?
Vicki Lynn Bartz Memorial Scholarship Fund reported $396K in total assets on its 2025 IRS Form 990-PF. It paid out $4K in qualifying distributions that year, against a required minimum of $19K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Vicki Lynn Bartz Memorial Scholarship Fund operate?
Vicki Lynn Bartz Memorial Scholarship Fund has awarded grants in California.
What is Vicki Lynn Bartz Memorial Scholarship Fund's EIN?
Vicki Lynn Bartz Memorial Scholarship Fund's EIN (Employer Identification Number) is 88-1551637. IRS Form 990 filing data is available on this page for 2022–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 20, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 31, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 3, 2026)
- IRS filings on file for fiscal years 2022–2024
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