Bertha & Robert M Whitson Memorial Fund
Bertha & Robert M Whitson Memorial Fund is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2026. As of 2026, the organization holds $471K in total assets. In 2026, it awarded 3 grants totaling $26K. Net investment income was $62K.
Bertha & Robert M Whitson Memorial Fund at a glance
In short: Bertha & Robert M Whitson Memorial Fund gave $26K across 3 grants in 2026 (avg $9K), mostly in Illinois. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $26,444
- +33.3% vs 2025
- Grants made (2026)
- 3
- -25.0% vs 2025
- Average grant
- $8,815
- +77.8% vs 2025
- Median grant
- $500
- Total assets
- $470,775
- +11.4% vs 2025
- Primary geography
- Illinois (98% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Bertha & Robert M Whitson Memorial Fund funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2026
The largest 2026 recipient was Hinsdale Sanitarium and ($25K). Together the top 3 received $26K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 3 itemized grants.
Cities
How Bertha & Robert M Whitson Memorial Fund gives
- Giving held roughly steady from 2023 to 2026 (+13%). Method
- In 2026 it paid out 113% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2026, annual grant giving ranged from $10K (2020) to $34K (2021). In 2026 it made 3 grants totaling $26K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hinsdale Sanitarium and Hinsdale, IL | Unrestricted General | $25,444 |
| American Red Cross Chicago, IL | Unrestricted General | $500 |
| Daughters of the Amer Washington, DC | Unrestricted General | $500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $470,775 | $67,770 | $37,334 | $26,444 | 3 | $30,049 | $61,676 | $26,649 |
| 2025 | $422,546 | $42,053 | $29,203 | $19,835 | 4 | $23,250 | $35,859 | $24,690 |
| 2024 | $413,436 | $17,068 | $28,481 | $19,506 | 5 | $22,879 | $9,017 | $22,936 |
| 2023 | $418,761 | $-9,284 | $34,924 | $23,442 | 4 | $26,556 | $3,884 | $22,013 |
| 2022 | $460,709 | $92,239 | $30,393 | $20,518 | 4 | $24,052 | $85,827 | $25,229 |
| 2021 | $447,530 | $37,474 | $43,506 | $34,152 | 4 | — | $32,027 | $24,844 |
| 2020 | $399,616 | $29,833 | $17,636 | $9,695 | 4 | — | $26,009 | $21,634 |
| 2019 | $398,628 | $23,996 | $22,118 | $13,087 | 4 | — | $16,540 | $21,193 |
Under IRS private-foundation payout rules, Bertha & Robert M Whitson Memorial Fund reported a distributable amount of $27K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bertha & Robert M Whitson Memorial Fund's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$8K (2022) → $8K (2026)
Former officers (1)
- Former: Bank Of America N A (2019–2021) — Trustee
Data from IRS Form 990 filings, 2019–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $8K, to Bank of America (Trustee).
Frequently asked questions about Bertha & Robert M Whitson Memorial Fund
How much does Bertha & Robert M Whitson Memorial Fund give each year?
Bertha & Robert M Whitson Memorial Fund gave $26K across 3 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $20K across 4 grants.
What is Bertha & Robert M Whitson Memorial Fund's typical grant size?
Bertha & Robert M Whitson Memorial Fund's median grant in 2026 was $500, and its average grant was $8,815, across 3 grants on its 2026 IRS Form 990-PF.
Where does Bertha & Robert M Whitson Memorial Fund give grants?
Bertha & Robert M Whitson Memorial Fund gives mostly in Illinois: 98% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there.
Does Bertha & Robert M Whitson Memorial Fund give general operating support?
Yes: 100% of Bertha & Robert M Whitson Memorial Fund's 2026 grants with a stated purpose (3 of 3) were for general or operating support, per its 2026 IRS Form 990-PF.
How large is Bertha & Robert M Whitson Memorial Fund?
Bertha & Robert M Whitson Memorial Fund reported $471K in total assets on its 2026 IRS Form 990-PF. It paid out $30K in qualifying distributions that year, against a required minimum of $27K (roughly 5% of its investment assets).
What is Bertha & Robert M Whitson Memorial Fund's EIN?
Bertha & Robert M Whitson Memorial Fund's EIN (Employer Identification Number) is 36-6423350. IRS Form 990 filing data is available on this page for 2019–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(9)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS August 29, 2019)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 3, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 29, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 30, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 29, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS September 25, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS July 10, 2025)
- Added Form 990-PF for fiscal year 2026 (received by the IRS June 26, 2026)
- IRS filings on file for fiscal years 2019–2025
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