Bertha Foundation
GRAHAM, TX EIN: 75-6050023
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$4.1M
-5.0% YoY
Annual Giving
$355K
+5.4% YoY
Grant Count
9
-18.2% YoY
Avg Grant Size
$39K
+28.8% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,131,851 | $4,351,021 | $4,627,639 |
| Revenue | $189,348 | $99,507 | $133,771 |
| Expenses | $408,518 | $376,125 | $372,153 |
| Qualifying Distributions | $379,007 | $354,870 | $348,524 |
| Net Investment Income | $173,805 | $179,679 | $126,923 |
| Distributable Amount | $421,590 | $368,029 | $357,249 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
54 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Bertha Foundation fund?
Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Melissa York | President | — | — |
| Vicki Mills | Secretary | — | — |
| Blake Estess | Vice President | — | — |
| Sandra Estess | Director | — | — |
| Donald Shierry | Treasurer | — | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Texas $1.6M (100%)
States
Cities
Fort WorthGrahamRiver OaksWichita Falls
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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