Eva M Bartzen Charitable Trust Xxxxx5003
EIN 396534081Total Given 2018–2025
$260K
14 grants · $33K avg/year
based on 8 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$18K
typical small grants · $9K–$27K
grant size
100%
deep partner · 2/2 multi-year
repeat
$1.0M
Assets (2025)
2
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(800) 496-2583
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $34K | $814K | $45K | 2 |
| 2019 | $37K | $807K | $56K | 2 |
| 2020 | N/A | $778K | $47K | N/A |
| 2021 | $35K | $965K | $47K | 2 |
| 2022 | $38K | $802K | $34K | 2 |
| 2023 | $42K | $855K | $53K | 2 |
| 2024 | $36K | $950K | $23K | 2 |
| 2025 | $39K | $1.0M | $47K | 2 |
Grant Size Distribution
Based on 14 grants on record
Minimum
$8K
25th Pctl
$9K
Median
$18K
Average
$19K
75th Pctl
$27K
Maximum
$31K
Geographic Distribution
Officers & Directors
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
JC
Jp Morgan Chase
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
Grants Awarded (14 total)
| Purpose | ||||
|---|---|---|---|---|
| Notre Dame De La Baie Academy | Green Bay, WI | $31,292 | GENERAL | 2023 |
| Notre Dame De La Baie Academy | Green Bay, WI | $29,369 | GENERAL | 2025 |
| Notre Dame De La Baie Academy | Green Bay, WI | $28,863 | GENERAL | 2022 |
| Notre Dame De La Baie Academy | Green Bay, WI | $27,631 | GENERAL | 2019 |
| Notre Dame De La Baie Academy | Green Bay, WI | $26,850 | GENERAL | 2024 |
| Notre Dame De La Baie Academy | Green Bay, WI | $25,970 | GENERAL | 2021 |
| Notre Dame De La Baie Academy | Green Bay, WI | $25,382 | GENERAL | 2018 |
| Scholarships Inc | Green Bay, WI | $10,431 | GENERAL | 2023 |
| Scholarships Inc | Green Bay, WI | $9,790 | GENERAL | 2025 |
| Scholarships Inc | Green Bay, WI | $9,621 | GENERAL | 2022 |
| Scholarships Inc | Green Bay, WI | $9,210 | GENERAL | 2019 |
| Scholarships Inc | Green Bay, WI | $8,950 | GENERAL | 2024 |
| Scholarships Inc | Green Bay, WI | $8,657 | GENERAL | 2021 |
| Scholarships Inc | Green Bay, WI | $8,461 | GENERAL | 2018 |