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Also known as: SECURITY TRUST & INVESTMENTS
Janice N & Herman G Bartz Jr Charitable Trust is a private trust based in OVERLAND PARK, KS. The foundation received its IRS ruling in 2000. The principal officer is % Valley View Financial Group Trust. It holds total assets of $968K. Annual income is reported at $275K. The foundation operates in the area of philanthropy & grantmaking. According to available records, Janice N & Herman G Bartz Jr Charitable Trust has made 87 grants totaling $301K, with a median grant of $3K. Annual giving has grown from $58K in 2021 to $118K in 2023. Grantmaking activity was highest in 2022 with $125K distributed across 36 grants. Individual grants have ranged from $1K to $8K, with an average award of $3K. The foundation has supported 18 unique organizations. The foundation primarily supports organizations in Kansas, Missouri, District of Columbia, which account for 86% of all grants. Grantmaking reaches organizations across 5 states. Contributions to this foundation are tax-deductible.
Janice N & Herman G Bartz Jr Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 87 grants. Its grantmaking reaches organizations primarily in KS, MO, DC.
Janice N & Herman G Bartz Jr Charitable Trust has distributed a total of $301K across 87 grants. The median grant size is $3K, with an average of $3K. Individual grants have ranged from $1K to $8K.
MUST BE A 501(C)(3) ORGANIZATION.
Janice N & Herman G Bartz Jr Charitable Trust is headquartered in OVERLAND PARK, KS. While based in KS, the foundation distributes grants to organizations across 5 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Richard L Perkins | MANAGER, CPA | $0 | $0 | $0 |
| Security Trust Investment | TRUSTEE | $0 | $0 | $0 |
Total Giving
$79K
Total Assets
$1M
Fair Market Value
$1.1M
Net Worth
$1M
Grants Paid
$59K
Contributions
$0
Net Investment Income
$35K
Distribution Amount
$57K
Total: $561K
Total Grants
87
Total Giving
$301K
Average Grant
$3K
Median Grant
$3K
Unique Recipients
18
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Salvation ArmyKANSAS CITY KANSAS BRANCH | Kansas City, KS | $7K | 2023 |
| Catholic Education FoundationUNRESTRICTED CONTRIB. TO 501(C)(3) | Kansas City, KS | $3K | 2023 |
| American Cancer SocietyUNRESTRICTED CONTRIB. TO 501(C)(3) | Kansas City, MO | $2K | 2023 |
| Catholic CharitiesUNRETSRICTED CONTRI. TO 501(C)(3) | Overland Park, KS | $8K | 2023 |
| Wyandotte Pregnancy ClinicUNRESTRICTED CONTRI. TO 501(C)(3) |
| Kansas City, KS |
| $6K |
| 2023 |
| University Of St MaryUNRESTRICTED CONTRIB. TO 501(C)(3) | Leavenworth, KS | $6K | 2023 |
| Sister Servants Of MaryUNRESTRICTED CONTRIB. TO 501(C)(3) | Kansas City, KS | $4K | 2023 |
| Cornerstones Of CareOZNAM | Kansas City, MO | $4K | 2023 |
| St Vincents Operation Break ThrougUNRESTRICTED CONTRIB TO 501(C)(3) | Kansas City, MO | $4K | 2023 |
| Kansas City Hospice Fd CarouselUNRESTRICTED CONTRIB. TO 501(C)(3) | Kansas City, MO | $3K | 2023 |
| Childrens Mercy HospitalMENTAL HEALTH FUND | Kansas City, MO | $3K | 2023 |
| Paralized Veterans Of AmericaUNRESTRICTED CONTRIB. TO 501(C)(3) | Washington Dc, DC | $3K | 2023 |
| Samaritan'S PurseUNRESTRICTED CONTRIB TO 501(C) (3) | Boone, NC | $2K | 2023 |
| Camps For KidsKC HOSPICE CAMP ERIN | Mission, KS | $2K | 2023 |
| Cristo Rey Kansas City High SchoolUNRESTRICTED CONTRIB. TO 501(C)(3) | Kansas City, MO | $1K | 2023 |
| Ave Maria UniversitySCHOLARSHIP FUND | Ave Maria, FL | $1K | 2023 |
| Learning Club Of KckUNRESTRICTED CONTRIB TO 501(C)(3) | Kansas City, KS | $1K | 2023 |
| Kansas City Hospice FoundationUNRESTRICTED CONTRIB. TO 501(C)(3) | Kansas City, MO | $2K | 2022 |
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