Bertha Foundation
- Assets
- $4.9m
- Revenue
- $172.1k
- Investments
- $4.6m
- Employees
- 0
- Location
- Graham, TX
- Founding
- 05/1966
- Data as of
- 12/2021
- EIN
- 75-6050023
Organization Overview
Bertha Foundation is located in Graham, TX. The organization was established in 1966. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bertha Foundation 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 12/2021, Bertha Foundation generated $172.1k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (3.3%) each year. All expenses for the organization totaled $355.3k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (0.2%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Bertha Foundation has awarded 82 individual grants totaling $2,654,975. 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.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
WICHITA FALLS AREA COMMUNITY FOUNDATION. TO PROVIDE FUNDS THAT WILL SUPPORT VARIOUS CHARITABLE ENDEAVORS AND PROJECTS IN AND AROUND GRAHAM, TEXAS SERVING THE ENTIRE COMMUNITY OF RESIDENTS AND VISITORS.
HABITAT FOR HUMANITY. TO PROVIDE FUNDS FOR THE BUILDING OF THE HOUSE FOR YEAR 2022.
OLD POST OFFICE MUSEUM & ART CENTER. TO PROVIDE FUNDS FOR THE REPAIR AND REPLACEMENT OF THE LIGHTING AND WINDOWS IN THE FACILITY.
NORTH CENTRA TEXAS COLLEGE FOUNDATION. TO PROVIDE FUNDS FOR DUAL-CREDIT SCHOLARSHIPS FOR STUDENTS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Melissa York President | 0 | $0 | |
Vicki Mills Secretary | 0 | $0 | |
Sandra Estess Director | 0 | $0 | |
Blake Estess Vice President | 0 | $0 | |
Donald Shierry Treasurer | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $233 |
| Dividends & Interest | $125,473 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $46,397 |
| Capital Gain Net Income | $46,397 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $172,103 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $2,550 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $35,651 |
| Contributions, gifts, grants paid | $319,672 |
| Total expenses and disbursements | $355,323 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $231,388 |
| 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 | $1,082 |
| Investments—mortgage loans | $0 |
| Investments—other | $2,872,451 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $4,866,021 |
| 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 Foundation has awarded $319,672 in support to 12 organizations.
| Grant Recipient | Amount |
|---|---|
WICHITA FALLS AREA COMMUNITY FOUNDA PURPOSE: PROVIDE FUNDS IN SUPPORT OF VARIOUS CHARITABLE ENDEAVORS AND PROJECTS IN AND AROUND GRAHAM, TX. | $160,000 |
HABITAT FOR HUMANITY PURPOSE: TO PROVIDE FUNDS FOR HOUSE BUILD IN 2022. | $75,000 |
Graham, TX PURPOSE: PROVIDED FUNDS FOR THE REPAIR AND REPLACEMENT OF THE LIGHTING AND WINDOWS IN THE FACILITY. | $30,000 |
NORTH CENTRAL TEXAS COLLEGE FOUNDAT PURPOSE: PROVIDE FUNDS FOR DUAL-CREDIT SCHOLARSHIPS. | $20,000 |
Graham, TX PURPOSE: PROVIDE FUNDS FOR OPERATING EXPENSES. | $12,000 |
GRAHAM REGIONAL MEDICAL CENTER PURPOSE: PROVIDE FUNDS FOR NURSING SCHOLARSHIPS. | $6,769 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Arnall Family Foundation Inc Oklahoma City, OK | $11,371,239 | $12,792,638 |
Houston Endowment Inc Houston, TX | $2,683,938,862 | $265,655,014 |
J E And L E Mabee Foundation Inc Midland, TX | $754,241,961 | $130,151,698 |
Rainwater Charitable Foundation Fort Worth, TX | $856,887,520 | $46,265,349 |
The Samuel Roberts Noble Foundation Ardmore, OK | $1,183,090,626 | $85,581,097 |
Kinder Foundation Houston, TX | $141,449,180 | $60,608,944 |
Rees-Jones Foundation Dallas, TX | $0 | $116,553,438 |
Meadows Foundation Incorporated Dallas, TX | $777,502,701 | $134,484,682 |
Rob And Melani Walton Foundation Bentonviille, AR | $541,056,642 | $120,568,910 |
Amon G Carter Foundation Fort Worth, TX | $464,730,205 | $54,557,293 |
Wend Ii Inc Bentonville, AR | $174,655,774 | $207,303,582 |
Anne And Henry Zarrow Foundation Tulsa, OK | $347,173,230 | $36,385,260 |