Bertha Foundation
- Assets
- $4.4m
- Revenue
- $99.5k
- Investments
- $4.1m
- Employees
- 0
- Location
- Graham, TX
- Founding
- 05/1966
- Data as of
- 12/2023
- 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 12/2023, Bertha Foundation generated $99.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 9 years, the organization has seen revenues fall by an average of (8.4%) each year. All expenses for the organization totaled $376.1k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Bertha Foundation has awarded 98 individual grants totaling $3,373,210. 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
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
NORTH TEXAS 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.
GRAHAM REGIONAL MEDICAL CENTER. TO PROVIDE FUNDS TO PURCHASE EQUIPMENT NEEDED AT THE FACILITY.
OLD POST OFFICE MUSEUM & ART CENTER. TO PROVIDE FUNDS FOR THE OPERATING EXPENSES ASSOCIATED WITH THE ARCHIVIST PROJECT.
GRAHAM CHAMBER OF COMMERCE. PROVIDED FUNDS FOR THE PURCHASE OF A MARQUEE SIGN.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Melissa York President | 0 | $0 | |
Vicki Mills Secretary | 0 | $0 | |
Blake Estess Vice President | 0 | $0 | |
Sandra Estess Director | 0 | $0 | |
Donald Shierry Treasurer | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $1,173 |
| Dividends & Interest | $197,759 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$99,425 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $99,507 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $3,611 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $38,899 |
| Contributions, gifts, grants paid | $337,226 |
| Total expenses and disbursements | $376,125 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $256,865 |
| 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 | $2,385,912 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $4,351,021 |
| 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 $337,226 in support to 11 organizations.
| Grant Recipient | Amount |
|---|---|
GRAHAM CONCERT ASSN PURPOSE: PROVIDE FUNDS FOR OPERATING EXPENSES. | $2,000 |
GRAHAM REGIONAL MEDICAL CENTER PURPOSE: PROVIDE FUNDS FOR NURSING SCHOLARSHIPS, THE HEALTH FAIR, AND EQUIPMENT PURCHASES. | $113,500 |
GRAHAM SENIOR CITIZEN CENTER PURPOSE: PROVIDE FUNDS FOR REPAIR AND MAINTENANCE COSTS INCURRED. | $160 |
NORTH CENTRAL TEXAS COLLEGE FOUNDAT PURPOSE: PROVIDE FUNDS FOR REPAIR AND MAINTENANCE COSTS INCURRED. | $160 |
NORTH TEXAS COMMUNITY FOUNDATION PURPOSE: PROVIDE FUNDS IN SUPPORT OF VARIOUS CHARITABLE ENDEAVORS AND PROJECTS IN AND AROUND GRAHAM, TX. | $164,000 |
ROTARY CLUB OF GRAHAM TEXAS PURPOSE: PROVIDED FUNDS FOR THE OPERATION OF THE DUCK DERBY HELD ON SEPTEMBER 16, 2023. | $5,000 |