Bartz Marr Family Foundation
- Assets
- $10.7m
- Revenue
- $466.4k
- Investments
- $10.4m
- Employees
- 0
- Location
- Irvine, CA
- Founding
- 08/2014
- Data as of
- 12/2023
- EIN
- 45-4056156
Organization Overview
Bartz Marr Family Foundation is located in Irvine, CA. The organization was established in 2014. According to its NTEE Classification (P99) the organization is classified as: Human Services N.E.C., under the broad grouping of Human Services and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bartz Marr Family 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 12/2023, Bartz Marr Family Foundation generated $466.4k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (4.6%) each year. All expenses for the organization totaled $1.2m during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Bartz Marr Family Foundation has awarded 123 individual grants totaling $5,335,067. 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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Carol A Bartz President | 0 | $0 | |
Bill Marr Secretary | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $405,325 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $53,173 |
| Capital Gain Net Income | $53,173 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $7,936 |
| Total Revenue | $466,434 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $13,437 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $100 |
| Total operating and administrative expenses | $48,553 |
| Contributions, gifts, grants paid | $1,183,000 |
| Total expenses and disbursements | $1,231,553 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $348,032 |
| 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 | $10,727,792 |
| 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, Bartz Marr Family Foundation has awarded $1,183,000 in support to 18 organizations.
| Grant Recipient | Amount |
|---|---|
ALAS AYUDANDO LATINOS A SONAR PURPOSE: UNRESTRICTED | $5,000 |
AMERICAN CANCER SOCIETY WESTERN REGION PURPOSE: UNRESTRICTED | $12,000 |
NETWORK FOR GOOD PURPOSE: UNRESTRICTED | $5,000 |
AT THE CROSSROADS PURPOSE: UNRESTRICTED | $10,000 |
TIPPING POINT COMMUNITY PURPOSE: UNRESTRICTED | $10,000 |
ATHERTON POLICE FOUNDATION PURPOSE: UNRESTRICTED | $5,000 |