Charles F And Adeline L Barth Charitable Foundation
- Assets
- $875.8k
- Revenue
- $126.6k
- Investments
- $723.0k
- Employees
- 0
- Location
- Saginaw, MI
- Founding
- 08/1990
- Data as of
- 12/2021
- EIN
- 38-6556893
Organization Overview
Charles F And Adeline L Barth Charitable Foundation is located in Saginaw, MI. The organization was established in 1990. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Charles F And Adeline L Barth Charitable Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Charles F And Adeline L Barth Charitable Foundation generated $126.6k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 15.9% each year . All expenses for the organization totaled $81.7k during the year ending 12/2021. While expenses have increased by 5.5% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Charles F And Adeline L Barth Charitable Foundation has awarded 103 individual grants totaling $270,346. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE FOUNDATION DOES NOT CONDUCT DIRECT CHARITABLE ACTIVITIES OR INCUR EXPENSES RELATIVE TO CHARITABLE ACTIVITIES EXCEPT IN THE PERFORMANCE OF THE NECESSARY EVALUATION OF GRANTS TO ORGANIZATIONS AS SET FORTH IN PART XV.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jane Barth President | 1 | $600 | |
Judy Weldy Trustee | 1 | $0 | |
Suzanne Lozano Secretary/tr | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $7,709 |
| Dividends & Interest | $16,210 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $102,664 |
| Capital Gain Net Income | $102,664 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $126,583 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $600 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $928 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $1,184 |
| Total operating and administrative expenses | $21,676 |
| Contributions, gifts, grants paid | $60,000 |
| Total expenses and disbursements | $81,676 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,451 |
| Savings and temporary cash investments | $150,309 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $875,783 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Charles F And Adeline L Barth Charitable Foundation has awarded $60,000 in support to 24 organizations.
| Grant Recipient | Amount |
|---|---|
SAGINAW CHILDREN'S ZOO PURPOSE: CELEBRATE NATURE, WILDLIFE, DISCOVER | $5,000 |
READ ASSOCIATION PURPOSE: EDUCATE CHILDREN | $3,500 |
EAST SIDE SOUP KITCHEN PURPOSE: PROVIDE MEALS TO DOWNTOWN SAGINAW | $2,500 |
JUNIOR ACHIEVEMENT PURPOSE: FINANCIAL LITERACY FOR CHILDREN | $2,500 |
EMMAUS HOUSE PURPOSE: HOME MAINTENANCE | $2,500 |
GIRL SCOUT PURPOSE: PREEMINENT LEADERSHIP DEVELOPMENT | $2,500 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
John Joseph Sigstein Foundation Inc Huntington, IN | $0 | $2,327,854 |
Herrick Foundation Detroit, MI | $135,749,323 | $10,836,296 |
Wexner Foundation New Albany, OH | $6,442,852 | $9,976,190 |
We Energies Foundation Inc Milwaukee, WI | $74,423,525 | $6,027,785 |
The Samuel And Jean Frankel Fine Arts Foundation Bloomfield Hills, MI | $136,493,173 | $6,844,673 |
Bill & Julia Van Domelen Foundation Kalamazoo, MI | $132,053,109 | $12,849,321 |
Hcs Foundation Cleveland, OH | $105,976,263 | $7,902,405 |
Manoogian Simone Foundation Dearborn, MI | $47,087,292 | $4,923,874 |
Consumers Energy Foundation Jackson, MI | $77,869,075 | $10,169,744 |
The Ceres Trust Milwaukee, WI | $8,473,497 | $7,541,315 |
New Jci Foundation Inc Milwaukee, WI | $45,616,522 | $3,307,387 |
Marge & Charles J Schott Foundation Cincinnati, OH | $96,968,868 | $11,169,832 |