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· Private foundation

Bartsch Memorial Trust Xxxxx9004

Its FY2025 filing reports that it accepted unsolicited grant applications.

$426k
Granted FY2025still arriving
10
Grants FY2025still arriving
3
States reached
$111k
Largest
01What it funds
0184% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2025.

Recreation & Sports$611kSocial Science$497kPublic Benefit$405kReligion$212kCrime & Legal$200kPhilanthropy$190kAnimals$175kEducation$125kOther$0
02FY2025 · 10 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • $10k–50k8 grants · $265k
  • $50k–250k2 grants · $161k
$40,000
Median grant
3
States reached
$8.1M
Total assets
Largest grants
RecipientAmount
CLARKSTON UNITED METHODIST CHURCH$111,200
CLARKSTON BASKETBALL FOUNDATION$50,000
FRIENDS OF THE INDEPENDENCE TOWNSHIP$40,000
OPTIMIST CLUB FOUNDATION$40,000
R J SCHEFFEL MEMORIAL TOY PROJECT INC$40,000
WARRIORS AT SAIL FOUNDATION$35,000
WARRIORS IN KAYAKS FOUNDATION$35,000
DEWITT DISTRICT LIBRARY$25,000
CASA-THE VOICE FOR CLINTON COUNTYS$25,000
POTTER PARK ZOOLOGICAL SOCIETY$25,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY18–19, $50k) land where the poverty rate runs at 16%, against an area that typically sits at 7%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 7%EDUCATIONAL CHILD CARE CENTER: $25k → 16%EDUCATIONAL CHILD CARE CENTER: $25k → 16%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

97%of every dollar goes to organizations it has funded before.
$3.3M · 16 repeat orgs$97k to everyone else

16 repeat relationships: 10 still active in FY2025, 6 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

16
3

Total granted

$3.3M
$97k

Median revenue growth · since first grant

-11%
-2%

Still filing today

25%
67%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23’24’25
Human ServicesPublic BenefitEducationPhilanthropyAnimalsOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • IG
    Individual grant recipient
    6× · 2018–2023 · $699k
  • OC
    OPTIMIST CLUB FOUNDATION
    8× · 2018–2025 · $497k
  • WA
    WARRIORS AT SAIL FOUNDATION
    8× · 2018–2025 · $268k

Funded once

  • IG
    Individual grant recipient
    one grant, 2018 · $61k
  • OB
    Owosso Band Boosters
    one grant, 2018 · $25k · revenue -2% · 32% of their budget
  • LO
    LIGHTHOUSE OF OAKLAND COUNTY
    one grant, 2018 · $11k · revenue -96%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Clarkston Education Foundation

The purpose of the Clarkston Education Foundation is to enhance education in Clarkston Schools.

Education
2
Evans Scholars Foundation - Michigan

Educational.

Education
3
Oakland Jr Grizzlies Hockey Club
Recreation & Sports
4
Eaton Rapids Band Boosters Inc

Support Eaton Rapids Schools band progra

Education
5
Haslett Band Boosters

Support of Haslett Band Students

Education
6
Mid-Michigan Children's Museum

To provide a hands-on environment that engages children to use their curiosity and creativity while learning about the wonders of our world.

Arts & Culture
7
Oscoda Sports Boosters

To support educational youth sports programs in oscoda, michigan, by helping to provide team uniforms, equipment, supplies, transportation and other support for high school and middle school sports programs.

Education
8
Plymouth Canton Little League

Youth baseball and softball recreational league

—
9
The Michigan Glass Project
Public Benefit
10
Clinton Elementary Pto

Parent teachers organization

Education
11
Lapeer Lightning Music Boosters

Support Lapeer School Bands through fundraising and volunteerism.

Philanthropy
12
Clarkston Development Foundation

Clarkston Development Foundation, Inc., CDF Action, a not-for-profit created in 2010, uses an asset based community development approach, connecting and engaging the Clarkston community and surrounding areas by working alongside residents…

Human Services
How this is measured
The grantee most central to the portfolio’s shape is Lighthouse of Oakland County; the most unlike its peers is Clarkston Basketball Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

7 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 7 of the 19 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

2
Load-bearing (≥25% of a budget)
1
Early backer (in before they grew)
6/7
Grantees still filing
2/7
Grew since first funded

Where the money sits, by cause and then by grantee

Individual grant recipient: $698,568 · OtherIndividual grant recipientOPTIMIST CLUB FOUNDATION: $496,500 · OtherOPTIMIST CLUB FOUNDATIONWARRIORS AT SAIL FOUNDATION: $268,000 · OtherWARRIORS AT SAIL FOUNDATIONWARRIORS IN KAYAKS FOUNDATION: $268,000 · OtherWARRIORS IN KAYAKS FOUNDATIONFRIENDS OF THE INDEPENDENCE: $235,000 · OtherFRIENDS OF THE INDEPENDENCECLARKSTON UNITED METHODIST CHURCH: $211,564 · OtherCLARKSTON UNITED METHODIST CHURCHCASA-THE VOICE FOR CLINTON COUNTYS: $150,000 · OtherIndividual grant recipient: $145,000 · OtherDEWITT DISTRICT LIBRARY: $100,000 · Other+4 more: $256,000 · Other+4 moreR J SCHEFFEL MEMORIAL TOY PROJECT INC: $190,000 · PhilanthropyPOTTER PARK ZOOLOGICAL SOCIETY: $175,000 · AnimalsTHE CENTER FOR MICHIGAN: $100,000 · Public BenefitEDUCATIONAL CHILD CARE CENTER: $50,000 · Human ServicesLIGHTHOUSE OF OAKLAND COUNTY: $11,006 · Human ServicesOwosso Band Boosters: $25,000 · Education
Other$2,828,632Philanthropy$190,000Animals$175,000Public Benefit$100,000Human Services$61,006Education$25,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10Mgrantee revenue →↑ funder's share of their budgetR J SCHEFFEL MEMORIAL TOY PROJECT INC: $190,000 over 7y, 55% of budgetPOTTER PARK ZOOLOGICAL SOCIETY: $175,000 over 7y, 3.2% of budgetTHE CENTER FOR MICHIGAN: $100,000 over 4y, 1.9% of budgetEDUCATIONAL CHILD CARE CENTER: $50,000 over 2y, 1.0% of budgetOwosso Band Boosters: $25,000 over 1y, 32% of budgetLIGHTHOUSE OF OAKLAND COUNTY: $11,006 over 1y, 0.3% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds R J SCHEFFEL MEMORIAL TOY PROJECT INC ↗
  • Who funds POTTER PARK ZOOLOGICAL SOCIETY ↗
  • Who funds THE CENTER FOR MICHIGAN ↗
  • Who funds CLARKSTON BASKETBALL FOUNDATION ↗
  • Who funds EDUCATIONAL CHILD CARE CENTER ↗
  • Who funds Owosso Band Boosters ↗
  • Who funds LIGHTHOUSE OF OAKLAND COUNTY ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Fidelity Investments Charitable Gift FundMA4.1× affinity5 shared granteesties to 1 of 1Hover any node to trace its alignments.Compare side by side →

Open a dossier: Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Bartsch Memorial Trust Xxxxx9004 funds: left to right is the share of its income from government, bottom to top the share from Bartsch Memorial Trust Xxxxx9004. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%4%15%34%60%funder's share of their income ↑0%4%8%11%15%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    2report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–15%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 19 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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