Berta Family Foundation Inc
Berta Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOWLING GREEN, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $530K in total assets. In 2024, it awarded 11 grants totaling $47K. Net investment income was $25K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$530K
-4.2% YoY
Annual Giving
$47K
-25.8% YoY
Grant Count
11
+57.1% YoY
Avg Grant Size
$4K
-52.8% YoY
Under IRS private-foundation payout rules, Berta Family Foundation Inc reported a distributable amount of $35K for 2024 — the minimum it must pay out in qualifying distributions.
About Berta Family Foundation Inc
Based on IRS filings
Berta Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOWLING GREEN, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $530K in total assets. In 2024, it awarded 11 grants totaling $47K. Net investment income was $25K.
Focus Areas
Ready to take the next step with Berta Family Foundation Inc?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $529,943 | $553,411 | $596,492 |
| Revenue | $25,985 | $22,776 | $25,065 |
| Expenses | $49,453 | $65,857 | $62,700 |
| Qualifying Distributions | $48,211 | $65,615 | $62,700 |
| Net Investment Income | $24,743 | $22,534 | $25,065 |
| Distributable Amount | $35,088 | $32,006 | $35,081 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
44 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Hotel Inc ($22,716), United Way of Southcentral Kentucky ($5,000), For a Real Change Foundation ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MASON GOODNIGHT FDN BOWLING GREEN, KY | GENERAL SUPPORT | $1,500 |
| OPERATION PRIDE BOWLING GREEN, KY | GENERAL SUPPORT | $1,800 |
| UNITED WAY OF SOUTHCENTRAL KENTUCKY BOWLING GREEN, KY | GENERAL SUPPORT | $5,000 |
| HOTEL INC BOWLING GREEN, KY | GENERAL SUPPORT | $22,716 |
| COMMUNITY FOUNDATION OF WARREN COUNTY BOWLING GREEN, KY | GENERAL SUPPORT | $1,000 |
| SKYCTC BOWLING GREEN, KY | GENERAL SUPPORT | $3,875 |
| ZACH JOHNSON FOUNDATION CEDAR RAPIDS, IA | GENERAL SUPPORT | $500 |
| EDMONSON COUNTY SCHOOLS BROWNSVILLE, KY | GENERAL SUPPORT | $4,420 |
| FOR A REAL CHANGE FOUNDATION BOWLING GREEN, KY | GENERAL SUPPORT | $5,000 |
| THE FOUNDRY BOWLING GREEN, KY | GENERAL SUPPORT | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
No officer/director data available.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Berta Family Foundation Inc?
Berta Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOWLING GREEN, KY. It holds $530K in total assets as of 2024.
How large is Berta Family Foundation Inc?
As of 2024, Berta Family Foundation Inc holds $530K in total assets with $26K in annual revenue. It awarded 11 grants totaling $47K in 2024.
Where does Berta Family Foundation Inc operate?
Berta Family Foundation Inc has awarded grants in Georgia, Iowa, Indiana, Kentucky, Maryland, Tennessee.
What size grants does Berta Family Foundation Inc award?
In 2024, Berta Family Foundation Inc awarded 11 grants totaling $47K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Berta Family Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Berta Family Foundation Inc reported a distributable amount of $35K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Berta Family Foundation Inc's EIN?
Berta Family Foundation Inc's EIN (Employer Identification Number) is 20-3803620. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Berta Family Foundation Inc's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Mildred H Dunning Memorial Fund Trust
LEXINGTON, KY
Assets
$4.3M
Grants
3
Total Given
$209K
Sam Swope Family Foundation Inc
PEWEE VALLEY, KY
Assets
$16.5M
Grants
13
Total Given
$1.2M
Julius Friedman Foundation Inc
PROSPECT, KY
Assets
$194K
Grants
1
Total Given
$10K
Pauline C Young Scholarship
LEXINGTON, KY
Assets
—
Grants
0
Total Given
—
Welcome House Inc
COVINGTON, KY
Assets
$15.7M
Grants
1
Total Given
$405K
Tw Hl & Ns Donovan Scholarship
LEXINGTON, KY
Assets
$673K
Grants
2
Total Given
$36K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Berta Family Foundation Inc on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Berta Family Foundation Inc to a real strategy.