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.
Key facts about Berta Family Foundation Inc
- EIN
- 20-3803620
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $47,311
- Grants made (2024)
- 11
- Average grant
- $4,301
- Median grant
- $1,800
- New grantees (estimate)
- 55% first-time grantees (6 of 11, 2024)
- Total assets
- $529,943
- Primary geography
- Kentucky (98% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated April 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Berta Family Foundation Inc funds
By grant dollars, the top recipient states for Berta Family Foundation Inc's 11 itemized 2024 grants were Kentucky (98%). The most frequent recipient cities were Bowling Green, KY (8 grants). 100% of grants with a stated purpose were for general or operating support.
Is Berta Family Foundation Inc open to new grantees?
55%
first-time grantees, 2024
In 2024, 6 of 11 grantees (55%) were first-time recipients. First grants averaged $3K; repeat grants $6K. How we count
Medians: $2K first-time, $2K repeat.
- 45% of 2024 grantees were also funded in 2023. Method
- Giving grew 83% from 2021 to 2024. Method
- In 2024 it paid out 137% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
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
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 11 itemized 2024 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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 recipients include Hotel Inc ($22,716), United Way of Southcentral Kentucky ($5,000), For a Real Change Foundation ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| HOTEL INC BOWLING GREEN, KY | GENERAL SUPPORT | $22,716 |
| UNITED WAY OF SOUTHCENTRAL KENTUCKY BOWLING GREEN, KY | GENERAL SUPPORT | $5,000 |
| FOR A REAL CHANGE FOUNDATION BOWLING GREEN, KY | GENERAL SUPPORT | $5,000 |
| EDMONSON COUNTY SCHOOLS BROWNSVILLE, KY | GENERAL SUPPORT | $4,420 |
| SKYCTC BOWLING GREEN, KY | GENERAL SUPPORT | $3,875 |
| OPERATION PRIDE BOWLING GREEN, KY | GENERAL SUPPORT | $1,800 |
| MASON GOODNIGHT FDN BOWLING GREEN, KY | GENERAL SUPPORT | $1,500 |
| COMMUNITY FOUNDATION OF WARREN COUNTY BOWLING GREEN, KY | GENERAL SUPPORT | $1,000 |
| THE FOUNDRY BOWLING GREEN, KY | GENERAL SUPPORT | $1,000 |
| ZACH JOHNSON FOUNDATION CEDAR RAPIDS, IA | GENERAL SUPPORT | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2022 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Vince Berta | Board Member | — | — |
| Kathleen Berta | Board Member | — | — |
| Anthony Berta | Board Member | — | — |
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.