Janice N & Herman G Bartz Jr Charitable Tr
- Assets
- $1.0m
- Revenue
- $35.3k
- Investments
- $1.0m
- Employees
- 0
- Location
- Overland Park, KS
- Founding
- 08/2000
- Data as of
- 04/2023
- EIN
- 48-1218513
Organization Overview
Janice N & Herman G Bartz Jr Charitable Tr is located in Overland Park, KS. The organization was established in 2000. 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. Janice N & Herman G Bartz Jr Charitable Tr 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 04/2023, Janice N & Herman G Bartz Jr Charitable Tr generated $35.3k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (9.2%) each year. All expenses for the organization totaled $78.9k during the year ending 04/2023. As we would expect to see with falling revenues, expenses have declined by (0.1%) per year over the past 4 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2021, Janice N & Herman G Bartz Jr Charitable Tr has awarded 52 individual grants totaling $179,700. 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 |
|---|---|---|---|
Richard L Perkins Manager, Cpa | 0 | $0 | |
Security Trust Investment Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $25,001 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $10,301 |
| Capital Gain Net Income | $10,301 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $35,302 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $911 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $19,992 |
| Contributions, gifts, grants paid | $58,900 |
| Total expenses and disbursements | $78,892 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $10,180 |
| Savings and temporary cash investments | $0 |
| 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 | $468,873 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,040,136 |
| 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, Janice N & Herman G Bartz Jr Charitable Tr has awarded $58,900 in support to 17 organizations.
| Grant Recipient | Amount |
|---|---|
AMERICAN CANCER SOCIETY PURPOSE: UNRESTRICTED CONTRIB. TO 501(C)(3) | $2,100 |
AVE MARIA UNIVERSITY PURPOSE: SCHOLARSHIP FUND | $1,200 |
CATHOLIC CHARITIES PURPOSE: UNRETSRICTED CONTRI. TO 501(C)(3) | $7,800 |
CATHOLIC EDUCATION FOUNDATION PURPOSE: UNRESTRICTED CONTRIB. TO 501(C)(3) | $3,300 |
CHILDRENS MERCY HOSPITAL PURPOSE: MENTAL HEALTH FUND | $2,500 |
CORNERSTONES OF CARE PURPOSE: OZNAM | $3,700 |