Herman & Janice N Bartz Charitable Security Trust & Investments

EIN: 481218513

Accepts Applications

Total Assets

$1.1M

Key Financial Metrics (2023)

Total Giving

$62K

Number of Grants

Median Grant

$3K

Grant Range

$1K - $8K

Historical Giving Trends

Year	Assets	Total Giving	# Grants	Median Grant
2023	$1.1M	$62K	18	$3K
2021	$1.1M	$58K	17	$3K

Recent Grant Recipients

AMERICAN CANCER SOCIETY

UNRESTRICTED CONTRIB. TO 501(C)(3)

1100 PENNSYLVANIA AVE - KANSAS CITY - MO 64105 • 2022

$2K

AVE MARIA UNIVERSITY

SCHOLARSHIP FUND

5050 AVE MARIA BLVD - AVE MARIA - FL 34142 • 2022

$1K

CATHOLIC CHARITIES

UNRETSRICTED CONTRI. TO 501(C)(3)

9720 W 87TH STREET - OVERLAND PARK - KS 66212 • 2022

$8K

CATHOLIC EDUCATION FOUNDATION

UNRESTRICTED CONTRIB. TO 501(C)(3)

12615 PARALLEL PARKWAY - KANSAS CITY - KS 66109 • 2022

$4K

CHILDRENS MERCY HOSPITAL

UNRESTRICTED CONTRIB. TO 501(C)(3)

2401GILLIHAM RD - KANSAS CITY - MO 64108 • 2022

$3K

CORNERSTONES OF CARE

GILLIS CENTER

8150 WORNALL ROAD - KANSAS CITY - MO 64111 • 2022

$4K

CRISTO REY KANSAS CITY HIGH SCHOOL

UNRESTRICTED CONTRIB. TO 501(C)(3)

211 W LINWOOD BLVD - KANSAS CITY - MO 64111 • 2022

$1K

KANSAS CITY HOSPICE FD CAROUSEL

UNRESTRICTED CONTRIB. TO 501(C)(3)

1500 MEADOW LAKE PKWY - KANSAS CITY - MO 64114 • 2022

$3K

KANSAS CITY HOSPICE FOUNDATION

UNRESTRICTED CONTRIB. TO 501(C)(3)

1500 MEADOW LAKE PKWY - KANSAS CITY - MO 64114 • 2022

$2K

LEARNING CLUB OF KCK

UNRESTRICTED CONTRIB TO 501(C)(3)

POBOX 171040 - KANSAS CITY - KS 66117 • 2022

$1K

Quick Facts

Location

Kansas

Return Type

990PF

Most Recent Filing

2023

Annual Expenses

$63K

Giving Rate

5.8% of assets

Application Policy

Accepts Applications

Yes - Open to Applications