Bertha L & Robert M Whitson Memorial Trust
- Assets
- $460.7k
- Revenue
- $92.2k
- Investments
- $447.8k
- Employees
- 0
- Location
- Dallas, TX
- Founding
- 09/1973
- Data as of
- 05/2022
- EIN
- 36-6423350
Organization Overview
Bertha L & Robert M Whitson Memorial Trust is located in Dallas, TX. The organization was established in 1973. According to its NTEE Classification (P60) the organization is classified as: Emergency Assistance, under the broad grouping of Human Services and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bertha L & Robert M Whitson Memorial Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 05/2022, Bertha L & Robert M Whitson Memorial Trust generated $92.2k in total revenue. All expenses for the organization totaled $30.4k during the year ending 05/2022. While expenses have increased by 4.7% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Bertha L & Robert M Whitson Memorial Trust has awarded 20 individual grants totaling $102,963. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $9,197 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $83,042 |
| Capital Gain Net Income | $83,042 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $92,239 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $7,547 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $809 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $269 |
| Total operating and administrative expenses | $9,875 |
| Contributions, gifts, grants paid | $20,518 |
| Total expenses and disbursements | $30,393 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $12,902 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $460,709 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Bertha L & Robert M Whitson Memorial Trust has awarded $20,518 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
HINSDALE SANITARIUM AND PURPOSE: UNRESTRICTED GENERAL | $19,318 |
AMERICAN RED CROSS PURPOSE: UNRESTRICTED GENERAL | $500 |
DAUGHTERS OF THE AMER PURPOSE: UNRESTRICTED GENERAL | $500 |
ST CHARLES HISTORICAL PURPOSE: UNRESTRICTED GENERAL | $200 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Memorial Assistance Ministries Inc Houston, TX | $12,620,656 | $8,704,582 |
Healthcare For The Homeless-Houston Houston, TX | $9,738,330 | $7,057,693 |
Cornerstone Assistance Network Inc Fort Worth, TX | $6,473,488 | $6,928,385 |
Goodness Outreach Depot Haslet, TX | $63,576 | $5,040,175 |
Reach Out America Intnl Inc League City, TX | $82,428 | $5,177,951 |
Humble Area Assistance Ministries Humble, TX | $3,384,410 | $5,119,606 |
Second Mile Misson Center Missouri City, TX | $4,251,763 | $6,186,736 |
Twin City Mission Bryan, TX | $7,381,064 | $5,288,388 |
Arlington Charities Inc Arlington, TX | $1,224,245 | $5,005,131 |
Bells Savoy Community Emergency Service Inc Bells, TX | $808,654 | $3,720,170 |
Residential Energy Assistance Partnership Inc San Antonio, TX | $8,576,641 | $1,401,105 |
Crisis Assistance Center Conroe, TX | $3,248,688 | $3,224,815 |