Nonprofit · EIN 48-1218513
JANICE N & HERMAN G BARTZ JR CHARITABLE TR
Tax-exempt · OVERLAND PARK, KS 66211
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $134,156 | $70,332 | $63,824 | $1,034,092 | $0 | $1,034,092 |
| April 30, 2025 | 990-PF | $75,717 | $73,631 | $2,086 | $970,052 | $0 | $970,052 |
| April 30, 2024 | 990-PF | $1,946 | $74,232 | -$72,286 | $967,850 | $0 | $967,850 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Dividends
- $28,142
- Net gain from sales of assets
- $106,014
Expenses
- Grants and similar amounts paid
- $55,000
- Compensation of officers, directors and key employees
- $6,770
- Disbursements for charitable purposes
- $55,677
- Excise tax on investment income
- $1,682
Balance sheet and other
- Total assets, start of year
- $970,052
- Total assets, end of year
- $1,034,092
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,034,092
- Fair market value of assets
- $1,289,676
- Qualifying distributions
- $55,677
- Net investment income
- $134,156
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SECURITY TRUST & INVESTMENTS 5901 COLLEGE BOULEVARD SUITE 100, OVERLAND PARK, KS 66211 | TRUSTEE | 1 | $6,770 |
| RICHARD L PERKINS 2206 WEST 74TH STREE, PRAIRIE VILLAGE, KS 66203 | MANAGER, CPA | 1 | $0 |
990-PF for the year ended April 30, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SECURITY TRUST & INVESTMENTS 5901 COLLEGE BOULEVARD SUITE 100, OVERLAND PARK, KS 66211 | TRUSTEE | 1 | $6,535 |
| RICHARD L PERKINS 2206 WEST 74TH STREET, PRAIRIE VILLAGE, KS 66208 | MANAGER, CPA | 1 | $0 |
990-PF for the year ended April 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD L PERKINS 2206 WEST 74TH STREET, PRAIRIE VILLAGE, KS 66208 | MANAGER, CPA | 1 | $0 |
| SECURITY TRUST INVESTMENTS 5901 COLLEGE BOULEVARD SUITE 100, OVERLAND PARK, KS 66211 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5901 COLLEGE BLVD STE 100, OVERLAND PARK, KS 66211-1834
- In care of
- % VALLEY VIEW FINANCIAL GROUP TRUST
- Signed the 990-PF
- DAVID YOST, PRESIDENT
- Phone
- (913) 319-0300
- Return prepared by
- KPMG LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990-PF on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 48-1218513
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2000
- Accounting year ends
- April
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T200)
- Assets (IRS master file)
- $1,034,092
- Income (IRS master file)
- $470,582
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | $134,156 | $70,332 | $1,034,092 | XML |
| 990-PF | April 2025 | $75,717 | $73,631 | $970,052 | XML |
| 990-PF | April 2024 | $1,946 | $74,232 | $967,850 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 48-1218513).
Questions about JANICE N & HERMAN G BARTZ JR CHARITABLE TR
- What is the EIN of JANICE N & HERMAN G BARTZ JR CHARITABLE TR?
- The employer identification number (EIN) of JANICE N & HERMAN G BARTZ JR CHARITABLE TR is 48-1218513.
- Is JANICE N & HERMAN G BARTZ JR CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to JANICE N & HERMAN G BARTZ JR CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JANICE N & HERMAN G BARTZ JR CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JANICE N & HERMAN G BARTZ JR CHARITABLE TR due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JANICE N & HERMAN G BARTZ JR CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2026.
- Who are the officers and directors of JANICE N & HERMAN G BARTZ JR CHARITABLE TR?
- The 990-PF for the year ended April 30, 2026 lists 2 people; 1 received compensation from the organization, the highest $6,770 (SECURITY TRUST & INVESTMENTS, TRUSTEE).
- How much revenue does JANICE N & HERMAN G BARTZ JR CHARITABLE TR have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $134,156, expenses of $70,332 and total assets of $1,034,092 at year end.
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All nonprofits in OVERLAND PARK · Kansas · Philanthropy, voluntarism and grantmaking foundations