BARTSCH MEMORIAL TRUST XXXXX9004
Total Given 2018–2024
$2.5M
62 grants · $359K avg/year
based on 7 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$25K
typical mid grants · $25K–$45K
grant size
58%
supporter · 11/19 multi-year
repeat
$10.8M
Assets · 2021
19
Distinct recipients
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
PEGGY SWARZMAN VICE PRESIDENT
Phone
8004962583
Deadlines
NO SPECIFIC DEADLINES
How to Apply
NO SPECIFIC FORMAT
Restrictions
NO SPECIFIC RESTRICTIONS
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $422K | $9.1M | $779K | 12 |
| 2020 | $413K | $10.1M | $673K | 10 |
| 2021 | $403K | $10.8M | $544K | 10 |
| 2022 | $454K | $9.2M | $394K | 10 |
| 2023 | $423K | $9.3M | $573K | 10 |
| 2024 | $395K | $10.5M | $880K | 10 |
Grant Size Distribution
Based on 62 grants on record
Minimum
$11K
25th Pctl
$25K
Median
$25K
Average
$40K
75th Pctl
$45K
Maximum
$143K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| JP MORGAN CHASE BANK N A | TRUSTEE | $117K |
| JP MORGAN CHASE BANK NA | TRUSTEE | $111K |
| MARK S RICHARD | CO TRUSTEE | $19K |
Grants Awarded (62 total)
| Purpose | ||||
|---|---|---|---|---|
| CLARKSTON UNITED | CLARKSTON, MI | $142,552 | GENERAL | 2020 |
| CLARKSTON UNITED | CLARKSTON, MI | $138,944 | GENERAL | 2022 |
| OPTIMIST CLUB FOUNDATION | CLARKSTON, MI | $131,500 | GENERAL | 2021 |
| CLARKSTON UNITED | CLARKSTON, MI | $112,850 | GENERAL | 2023 |
| CLARKSTON UNITED METHODIST CHURCH | CLARKSTON, MI | $100,364 | GENERAL | 2024 |
| CLARKSTON UNITED | CLARKSTON, MI | $100,000 | GENERAL | 2018 |
| FRIENDS OF THE INDEPENDENCE | Clarkston, MI | $75,000 | GENERAL | 2022 |
| CLARKSTON UNITED | CLARKSTON, MI | $70,884 | GENERAL | 2021 |
| CITY OF BRIDGMAN | Bridgman, MI | $61,000 | GENERAL | 2018 |
| OPTIMIST CLUB FOUNDATION | CLARKSTON, MI | $50,000 | GENERAL | 2024 |
| OPTIMIST CLUB FOUNDATION | CLARKSTON, MI | $50,000 | GENERAL | 2023 |
| OPTIMIST CLUB FOUNDATION | CLARKSTON, MI | $50,000 | GENERAL | 2018 |
| FRIENDS OF THE INDEPENDENCE | Clarkston, MI | $50,000 | GENERAL | 2023 |
| OPTIMIST CLUB FOUNDATION | CLARKSTON, MI | $50,000 | GENERAL | 2020 |
| OPTIMIST CLUB FOUNDATION | CLARKSTON, MI | $50,000 | GENERAL | 2022 |
| WARRIORS IN KAYAKS FOUNDATION | CORNELIUS, NC | $45,000 | GENERAL SUPPORT | 2024 |
| WARRIORS AT SAIL FOUNDATION | NEW YORK, NY | $45,000 | GENERAL | 2024 |
| WARRIORS AT SAIL FOUNDATION | NEW YORK, NY | $40,000 | GENERAL | 2023 |
| WARRIORS IN KAYAKS FOUNDATION | CORNELIUS, NC | $40,000 | GENERAL SUPPORT | 2023 |
| WARRIORS IN KAYAKS FOUNDATION | CORNELIUS, NC | $35,000 | GENERAL SUPPORT | 2020 |
| WARRIORS AT SAIL FOUNDATION | NEW YORK, NY | $35,000 | GENERAL | 2020 |
| FRIENDS OF THE INDEPENDENCE TOWNSHIP | CLARSTON, MI | $30,000 | GENERAL | 2024 |
| WARRIORS AT SAIL FOUNDATION | NEW YORK, NY | $30,000 | GENERAL | 2022 |
| FRIENDS OF THE INDEPENDENCE | Clarkston, MI | $30,000 | GENERAL | 2020 |
| CLARKSTON BASKETBALL | Clarkston, MI | $30,000 | GENERAL | 2023 |