Berta Family Foundation Inc
Berta Family Foundation Inc is a private foundation based in Bowling Green, Kentucky. It supports organizations and individuals through grants; in filing year 2025, it reported 14 grants totaling $76,070.
Berta Family Foundation Inc at a glance
In short: Berta Family Foundation Inc gave $76K across 14 grants in 2025 (avg $5K), mostly in Kentucky. 71% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $76,070
- +60.8% vs 2024
- Grants made (2025)
- 14
- +27.3% vs 2024
- Average grant
- $5,434
- +26.3% vs 2024
- Median grant
- $1,900
- Total assets
- $479,056
- -9.6% vs 2024
- New grantees (estimate)
- 71% first-time grantees (10 of 14, 2025; small sample)
- Primary geography
- Kentucky (89% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Berta Family Foundation Inc
- Accepts unsolicited proposals
- Yes
- How to Apply
-
The foundation accepts unsolicited requests. It states that written applications should indicate the purpose of the funds requested and the amount requested. The foundation does not restrict giving to preselected organizations, and its filing lists no restrictions on awards.
- Review Cycle
- Applications may be submitted at any time.
- Deadline
- Applications may be submitted at any time.
- Contact
Application contact: Berta Family Foundation
Mailing address: 2480 South Ford Ave, Bowling Green, KY 42103
Phone: (270) 535-9222
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Berta Family Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was United Way OF SOUTHCENTRAL KENTUCKY ($35K). Together the top 10 received $73K.
Grant Size Distribution
47 grants across all recorded years
The most common grant size was under $50K: 45 grants of 47 (96%).
Geographic Focus
Where this funder awards grants
In filing year 2025, 89% of grant dollars went to recipients in Kentucky and 11% to recipients in Iowa. Listed recipients included organizations in Bowling Green and Georgetown, Kentucky, and Dubuque, Iowa.
Grant Distribution by State
Share of 2025 grant dollars across all 14 itemized grants.
Cities
Is Berta Family Foundation Inc open to new grantees?
71%
first-time grantees, 2025
In 2025, 10 of 14 grantees (71%) were first-time recipients. With only 14 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $3K; repeat grants $11K. How we count
Medians: $1K first-time, $4K repeat.
- 14% of 2025 grantees were also funded in 2024. Method
- Giving grew 25% from 2022 to 2025. Method
- In 2025 it paid out 215% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $26K (2021) to $88K (2020). In 2025 it made 14 grants totaling $76K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| United Way OF SOUTHCENTRAL KENTUCKY Bowling Green, KY | General Support | $35,000 |
| Skyctc Foundation Bowling Green, KY | General Support | $13,331 |
| Loras College Dubuque, IA | General Support | $8,089 |
| Grace Christian Church Georgetown, KY | General Support | $5,000 |
| Expenses for Indigent Individuals Bowling Green, KY | Cancer Treatment, Wheelchair, Fire | $3,500 |
| Hope House Bowling Green, KY | General Support | $2,500 |
| Goodnight FDN Bowling Green, KY | General Support | $2,000 |
| Operation Pride Bowling Green, KY | General Support | $1,800 |
| Hospice of SOKY Bowling Green, KY | General Support | $1,100 |
| Amen House Georgetown, KY | General Support | $1,000 |
Ready to take the next step with Berta Family Foundation Inc?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $479,056 | $27,825 | $78,712 | $76,070 | 14 | $77,060 | $26,517 | $35,810 |
| 2024 | $529,943 | $25,985 | $49,453 | $47,311 | 11 | $48,211 | $24,743 | $35,088 |
| 2023 | $553,411 | $22,776 | $65,857 | $63,800 | 7 | $65,615 | $22,534 | $32,006 |
| 2022 | $596,492 | $25,065 | $62,700 | $61,000 | 8 | $62,700 | $25,065 | $35,081 |
| 2021 | $634,127 | $28,527 | $28,697 | $25,900 | 7 | $27,415 | $28,527 | $38,155 |
| 2020 | $634,297 | $68,739 | $89,756 | $87,650 | 11 | — | $68,483 | $33,477 |
Under IRS private-foundation payout rules, Berta Family Foundation Inc reported a distributable amount of $36K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants included general support for organizations, as well as assistance for indigent individuals for cancer treatment, a wheelchair, and fire-related needs.
Among its grantees, Loras College describes its mission as creating a community of active learners, reflective thinkers, ethical decision makers, and responsible contributors. Operation Pride describes its work as landscape beautification, corridor entry, maintenance, and code enforcement for Bowling Green and Warren County residents. Amen House says it supports disadvantaged families with food, clothing, bill-paying assistance, and other emergency needs.
Grantmaking
In filing year 2025, the foundation reported 14 grants totaling $76,070. Grant amounts ranged from $500 to $35,000, with a median of $1,900. Notable grants included $35,000 to United Way of Southcentral Kentucky, $13,331 to SKYCTC Foundation, $8,089 to Loras College, and $5,000 to Grace Christian Church.
Leadership & Key People
Officers and directors from IRS filings
Berta Family Foundation Inc's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Kathleen Berta
Board Member
On filings since 2020
No compensation reported
Vince Berta
Board Member
On filings since 2020
No compensation reported
Former officers (1)
- Former: Anthony Berta (2020–2022) — Board Member
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Berta Family Foundation Inc
How much does Berta Family Foundation Inc give each year?
Berta Family Foundation Inc gave $76K across 14 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $47K across 11 grants.
What is Berta Family Foundation Inc's typical grant size?
Berta Family Foundation Inc's median grant in 2025 was $1,900, and its average grant was $5,434, across 14 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Berta Family Foundation Inc that year got $3K on average.
Where does Berta Family Foundation Inc give grants?
Berta Family Foundation Inc gives mostly in Kentucky: 89% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Iowa (11%). The most frequent recipient cities were Bowling Green, KY (11 grants) and Georgetown, KY (2 grants).
Does Berta Family Foundation Inc give general operating support?
Yes: 93% of Berta Family Foundation Inc's 2025 grants with a stated purpose (13 of 14) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Berta Family Foundation Inc's largest grantees?
Berta Family Foundation Inc's largest 2025 grantees include United Way OF SOUTHCENTRAL KENTUCKY ($35,000), Skyctc Foundation ($13,331) and Loras College ($8,089), according to its 2025 IRS Form 990-PF. Together they received 74% of its itemized 2025 grant dollars.
How large is Berta Family Foundation Inc?
Berta Family Foundation Inc reported $479K in total assets on its 2025 IRS Form 990-PF. It paid out $77K in qualifying distributions that year, against a required minimum of $36K (roughly 5% of its investment assets).
What does Berta Family Foundation Inc fund?
No mission statement for the foundation is provided. Its 2025 grants included general support for organizations, as well as assistance for indigent individuals for cancer treatment, a wheelchair, and fire-related needs. See mission & focus areas ↑
How do I apply for a grant from Berta Family Foundation Inc?
The foundation accepts unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Does Berta Family Foundation Inc accept unsolicited proposals?
Yes, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Berta Family Foundation Inc's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Harold Juanita David Dennis & Gary Koon Family Charitable Foundation
Bowling Green, KY
The foundation funds organizations in areas including education, university athletics and scholarships, community improvement, Christian ministry, and agricultural training, with most of its giving in Kentucky. Its 2025 grants ranged from $10,000 to $700,000, with a median of $100,000. It gives only to preselected charitable organizations and does not accept unsolicited funding requests.
Assets
$78.6M
Grants
32
Total Given
$5.6M
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
United Way of Whitewater Valley Inc
Richmond, IN
To raise funds through a unified campaign for the finance of programs conducted for the health, welfare and other needs of wayne - Union counties.
Assets
$394K
Grants
4
Total Given
$46K
Flynn Family Foundation
Bonita Springs, FL
The foundation supports a range of charitable organizations, with recent grants including food rescue, child and family support, and military aviation community services; most funding went to Indiana recipients. In 2025, it made 16 grants of $150 to $5,000, with a median grant of $1,050. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$193K
Grants
16
Total Given
$21K
Community Foundation of South Central Kentucky Inc
Bowling Green, KY
The Community Foundation of South Central Kentucky funds community needs in education, health and human services, the arts, recreation, and beautification, serving organizations in 10 South Central Kentucky counties. Grant sizes vary: listed 2022 awards ranged from smaller grants to $125,000, with no typical award amount stated. It accepts applications for competitive grants; its website also says some grants are made in response to donor recommendations.
Assets
$25.7M
Grants
29
Total Given
$1.8M
Raymond and Irene Wilborn Charitable
Louisville, KY
The foundation supports a range of charitable organizations, including those focused on basic needs, healthcare, education, and environmental protection. In 2025, grants ranged from $500 to $12,000, with a median of $2,000; most funding went to Kentucky, with smaller amounts going to several other states. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$882K
Grants
36
Total Given
$89K
More similar funders
More Funders in Kentucky
Cite this profile
Grantable. (2026). Berta Family Foundation Inc funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/berta-family-foundation-inc-morg_ed4a2db701c04a54bad47fc5c72aab10
BibTeX
@misc{grantable_203803620_2026,
author = {{Grantable}},
title = {{Berta Family Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/berta-family-foundation-inc-morg_ed4a2db701c04a54bad47fc5c72aab10},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Berta Family Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Berta Family Foundation Inc down — hundreds of funders to go?