Bartsch Memorial Trust Xxxxx9004

CHICAGO, IL EIN: 13-3188775

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$8.1M

+4.4% YoY

Annual Giving

$395K

-6.5% YoY

Grant Count

10

+0.0% YoY

Avg Grant Size

$40K

-6.5% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$242K$484K$726K$968K20202021202220232024
Metric202420232022
Total Assets$8,096,715$7,753,472$7,731,242
Revenue$880,366$573,303$393,684
Expenses$537,135$550,294$590,787
Qualifying Distributions$457,854$479,754$514,470
Net Investment Income$810,640$505,277$322,999
Distributable Amount$488,690$452,268$483,376

Giving Over Time

Total grant dollars and number of grants per year

$0$113K$227K$340K$454K10 grants202010 grants202110 grants202210 grants202310 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

CLARKSTON UNITED METHODI…$100KOPTIMIST CLUB FOUNDATION$50KWARRIORS AT SAIL FOUNDAT…$45KWARRIORS IN KAYAKS FOUND…$45KFRIENDS OF THE INDEPENDE…$30KDEWITT DISTRICT LIBRARY$25KPOTTER PARK ZOOLOGICAL S…$25KCASA-THE VOICE FOR CLINT…$25KR J SCHEFFEL MEMORIAL TO…$25KCLARKSTON BASKETBALL FOU…$25K

Grant Size Distribution

50 grants across all recorded years

38<$50K7$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Bartsch Memorial Trust Xxxxx9004 fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

MARK S RICHARDCO TRUSTEE$19K

From 2024 filing

NameTitleHoursCompensation
MARK S RICHARDCO TRUSTEE2$19,323

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

3states

Cities

Ann ArborClarkstonClarstonCorneliusDewittLansingNew YorkSt Johns

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

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