Funders › Kansas

Herman & Janice N Bartz Charitable Trust

Overland Park, KS · EIN 48-1218513. Reported 69 grants totalling $234,200 to 28 recipients across tax years 2021-2024. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$2,700median grant
$234,200granted, 2021-2024
28recipients, as named on its returns
94%of grantees funded again the next year
$1,182,893assets, latest filing

Does this foundation accept applications?

Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. Herman & Janice N Bartz Charitable Trust did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.

This is the foundation's own statement to the IRS, not our judgement, and it says nothing about whether they have a form, a deadline, or an appetite for new grantees. Treat it as the reason this foundation is worth your research time, not as an invitation. Many small foundations of this kind have no website and no application process -- a letter of inquiry is the normal first step.

How big are its grants?

The median grant is $2,700. Half of everything it gave fell between $1,500 and $4,000; the smallest was $500 and the largest $7,800. If you are asking for materially more than the top of that range, you are asking the wrong foundation.

Under $1,000
1 grant
$1,000 - $5,000
52 grants
$5,000 - $10,000
16 grants

Every organization it funded

This is the complete list from its filings, largest first. Recipients are grouped by name and state as they were written on the returns, so an organization entered under two different names appears twice. Years funded is the number of separate tax years in which that name received money.

OrganizationLocationTotal receivedGrantsYears fundedLast
Catholic CharitiesOverland Park, KS$31,200442024
Wyandotte Pregnancy ClinicKansas City, KS$25,800442024
Salvation ArmyKansas City, KS$21,700332023
University of St MaryLeavenworth, KS$21,100442024
Sister Servants of MaryKansas City, KS$14,900442024
Catholic Education FoundationKansas City, KS$13,400442024
Cornerstones of CareKansas City, MO$11,300332023
Kansas City Hospice Fd CarouselKansas City, MO$11,200332023
Childrens Mercy HospitalKansas City, MO$7,700332023
Paralized Veterans of AmericaWashington DC, DC$7,500332023
St Vincents Operation Break ThrougKansas City, MO$7,500222022
Salvation Army Wyandotte CoKansas City, KS$7,000112024
American Cancer SocietyKansas City, MO$6,500332023
Kansas City Hospice FoundationKansas City, MO$6,500222024
Samaritan's PurseBoone, NC$6,400432023
Ave Maria UniversityAve Maria, FL$5,600442024
Learning Club of KckKansas City, KS$4,700442024
Cristo Rey Kansas City High SchoolKansas City, MO$3,900332023
Cornerstone of CareKansas City, MO$3,400112024
Camps for KidsMission, KS$3,000222023
Paralyzed Veterans of AmericaWashington, DC$2,600112024
Children's Mercy HospitalKansas City, MO$2,500112024
American Cancer Society IncKansas City, KS$2,100112024
Samaritan's Purse International ReliefBoone, NC$2,100112024
Camps for Kids Kansas City Hospice Camp CaroselKansas City, MO$1,600112024
Holy Name of JesusKansas City, KS$1,500112023
Cristo Rey Kansas City HighKansas City, MO$1,000112024
Friends in Faith Kansas CityOverland Park, KS$500112024

18 of 28 (64%) received money in more than one year over the 4 years we hold.

Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 94%, across 3 year-to-year transitions. The median foundation retains about 67%, so this one is unusually consistent. This measures how often it paid the same organizations again. It says nothing about whether it would consider a new one.

What the money was for

Taken verbatim from the purpose field of its filings. This is the closest thing to a statement of what this foundation cares about, in its own words.

What kind of organizations it funds

By the activity category the IRS assigns each recipient, for the 25 grants where we could match the recipient to a registered organization. The categories are the IRS's. The match, made from the name and address on the return, is ours.

Health Care
9 grants
Education
8 grants
Human Services
4 grants
Recreation & Sports
2 grants
Medical Research
1 grant
Religion
1 grant

Giving by year

Tax yearGrantsTotalMedian grant
202118$62,400$2,950
202217$58,900$3,000
202317$57,400$2,500
202417$55,500$2,600

Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.

Where its money goes

63% of its giving went to organizations in Kansas. If your organization is based elsewhere, look in the recipient list for grants to your area before writing.

Kansas
$147K
Missouri
$63K
District of Columbia
$10K
North Carolina
$8K
Florida
$6K

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Funders that support the same organizations

These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are a sign of overlapping priorities and nothing more: they do not show that any of these funders would consider a new organization. Each page says what its filings show.

Donor Advised Charitable Giving Inc10 shared recipientsAmerican Online Giving Foundation Inc9 shared recipientsFidelity Investments Charitable Gift Fund9 shared recipientsGreater Kansas City Community Foundation7 shared recipientsNatl Christian Charitable Fdn Inc7 shared recipientsThe Bank of America Charitable Foundation Inc6 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $2,700. A request many times that size asks for something it has rarely or never given.
  2. Check you are in its geography. Its giving is concentrated in Kansas.
  3. Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
  4. Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.

Where these numbers come from

Everything above is taken from Herman & Janice N Bartz Charitable Trust's own Form 990-PF filings, which the IRS publishes in bulk. We used 4 returns (tax years 2021-2024). Grant figures are from its returns. Matching recipients to registered organizations, their IRS classifications, the retention rate and the funders that support the same organizations are our own calculations, described in how we build this.

Address of record on the latest return: 5901 College Boulevard Suite 100, Overland Park, KS, 66211. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.

EIN 48-1218513 · See the original filings on ProPublica · How we build this

This is history, not an open call. Foundation returns are published about a year after the tax year ends. Nothing on this page is a deadline. It is a record of who this foundation has actually funded.

Is something here wrong about your foundation? Email hello@funderscope.com and we will correct it.