Bertha C Verbrugghe Charitable Trust

NEW ORLEANS, LA EIN: 27-6371121

Bertha C Verbrugghe Charitable Trust is a private foundation, based in NEW ORLEANS, LA. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 1 grants totaling $270K. Net investment income was $79K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.2M

-8.4% YoY

Annual Giving

$270K

+568.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$270K

+568.0% YoY

Under IRS private-foundation payout rules, Bertha C Verbrugghe Charitable Trust reported a distributable amount of $117K for 2024 — the minimum it must pay out in qualifying distributions.

About Bertha C Verbrugghe Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

District of Columbia $339K (100%)

States

District of Columbia

Cities

Washington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,153,759	$2,352,446	$2,282,448
Revenue	$115,479	$39,656	$50,906
Expenses	$314,959	$56,516	$77,962
Qualifying Distributions	$275,545	$44,043	$32,714
Net Investment Income	$79,434	$89,829	$46,176
Distributable Amount	$117,302	$113,141	$120,437

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

3 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Archdiocese for the Military Services Usa ($269,962).

Recipient	Purpose	Amount
ARCHDIOCESE FOR THE MILITARY SERVICES USA WASHINGTON, DC	GENERAL SUPPORT	$269,962

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
HANCOCK WHITNEY BANK	TRUSTEE	1	$9,314

Frequently Asked Questions

How large is Bertha C Verbrugghe Charitable Trust?

As of 2024, Bertha C Verbrugghe Charitable Trust holds $2.2M in total assets with $115K in annual revenue. It awarded 1 grants totaling $270K in 2024.

Where does Bertha C Verbrugghe Charitable Trust operate?

Bertha C Verbrugghe Charitable Trust has awarded grants in District of Columbia.

What size grants does Bertha C Verbrugghe Charitable Trust award?

In 2024, Bertha C Verbrugghe Charitable Trust awarded 1 grants totaling $270K — an average of about $270K per grant, based on its IRS Form 990 filings.

How much is Bertha C Verbrugghe Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Bertha C Verbrugghe Charitable Trust reported a distributable amount of $117K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Bertha C Verbrugghe Charitable Trust's EIN?

Bertha C Verbrugghe Charitable Trust's EIN (Employer Identification Number) is 27-6371121. IRS Form 990 filing data is available on this page for 2022–2024.