Bertha G Whidden Char Fdn
Bertha G Whidden Char Fdn is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $360K in total assets. In 2026, it awarded 6 grants totaling $17K. Net investment income was $47K.
Bertha G Whidden Char Fdn at a glance
In short: Bertha G Whidden Char Fdn gave $17K across 6 grants in 2026 (avg $3K), mostly in Massachusetts. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $17,166
- +2.7% vs 2025
- Grants made (2026)
- 6
- +0.0% vs 2025
- Average grant
- $2,861
- +2.7% vs 2025
- Median grant
- $2,861
- Total assets
- $359,827
- +12.7% vs 2025
- Primary geography
- Massachusetts (50% 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 G Whidden Char Fdn funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2026
The largest 2026 recipient was William B Rice Eventide Home ($3K). Together the top 6 received $17K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 30 grants of 30 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 6 itemized grants.
Cities
How Bertha G Whidden Char Fdn gives
- Giving held roughly steady from 2023 to 2026 (+19%). Method
- In 2026 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2020 to 2026, annual grant giving ranged from $13K (2020) to $19K (2022). In 2026 it made 6 grants totaling $17K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| William B Rice Eventide Home S Weymouth, MA | Unrestricted General | $2,861 |
| Boston Catholic Television Center Watertown, MA | Unrestricted General | $2,861 |
| The Christophers Inc New York, NY | Unrestricted General | $2,861 |
| The Salvation Army West Nyack, NY | Unrestricted General | $2,861 |
| St Columbans Foreign Mission Society Saint Columbans, NE | Unrestricted General | $2,861 |
| Propagation of the Faith Braintree, MA | Unrestricted General | $2,861 |
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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 | $359,827 | $51,348 | $24,242 | $17,166 | 6 | $19,549 | $47,288 | $20,280 |
| 2025 | $319,218 | $31,642 | $22,742 | $16,722 | 6 | $18,934 | $27,549 | $18,697 |
| 2024 | $313,088 | $11,463 | $19,075 | $13,626 | 6 | $15,657 | $7,101 | $17,343 |
| 2023 | $316,119 | $-6,175 | $21,291 | $14,448 | 6 | $16,412 | $3,542 | $16,390 |
| 2022 | $342,555 | $70,252 | $25,546 | $19,176 | 6 | $21,482 | $66,009 | $18,797 |
| 2021 | $332,734 | $23,790 | $20,387 | $14,190 | 6 | — | $20,323 | $18,166 |
| 2020 | $289,994 | $23,435 | $18,248 | $13,308 | 6 | — | $20,960 | $15,811 |
Under IRS private-foundation payout rules, Bertha G Whidden Char Fdn reported a distributable amount of $20K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bertha G Whidden Char Fdn'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
$5K (2022) → $5K (2026)
Former officers (1)
- Former: Bank Of America N A (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2026. "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 $5K, to Bank of America (Trustee).
Frequently asked questions about Bertha G Whidden Char Fdn
How much does Bertha G Whidden Char Fdn give each year?
Bertha G Whidden Char Fdn gave $17K across 6 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $17K across 6 grants.
What is Bertha G Whidden Char Fdn's typical grant size?
Bertha G Whidden Char Fdn's median grant in 2026 was $2,861, and its average grant was $2,861, across 6 grants on its 2026 IRS Form 990-PF.
Where does Bertha G Whidden Char Fdn give grants?
Bertha G Whidden Char Fdn gives mostly in Massachusetts: 50% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest states were New York (33%) and Nebraska (17%).
Does Bertha G Whidden Char Fdn give general operating support?
Yes: 100% of Bertha G Whidden Char Fdn's 2026 grants with a stated purpose (6 of 6) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are Bertha G Whidden Char Fdn's largest grantees?
Bertha G Whidden Char Fdn's largest 2026 grantees include William B Rice Eventide Home ($2,861), Boston Catholic Television Center ($2,861) and The Christophers Inc ($2,861), according to its 2026 IRS Form 990-PF. Together they received 50% of its itemized 2026 grant dollars.
How large is Bertha G Whidden Char Fdn?
Bertha G Whidden Char Fdn reported $360K in total assets on its 2026 IRS Form 990-PF. It paid out $20K in qualifying distributions that year, against a required minimum of $20K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Bertha G Whidden Char Fdn's EIN?
Bertha G Whidden Char Fdn's EIN (Employer Identification Number) is 04-6956507. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 25, 2026)
- IRS filings on file for fiscal years 2020–2025
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