Bertha J Trimble Trust
Bertha J Trimble Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 1 grant totaling $56K. Net investment income was $90K.
Bertha J Trimble Trust at a glance
In short: Bertha J Trimble Trust gave $56K across 1 grant in 2025 (avg $56K), mostly in Missouri. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $55,992
- +7.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $55,992
- +7.0% vs 2024
- Median grant
- $55,992
- Total assets
- $1,102,550
- +1.2% vs 2024
- Primary geography
- Missouri (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Bertha J Trimble Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Cottey College ($56K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Bertha J Trimble Trust gives
- Giving held roughly steady from 2022 to 2025 (−15%). Method
- In 2025 it paid out 99% 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 2021 to 2025, annual grant giving ranged from $45K (2023) to $66K (2022). In 2025 it made 1 grant totaling $56K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cottey College Nevada, MO | Unrestricted General | $55,992 |
Ready to take the next step with Bertha J Trimble Trust?
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 | $1,102,550 | $104,576 | $78,769 | $55,992 | 1 | $63,966 | $89,739 | $64,855 |
| 2024 | $1,089,070 | $37,786 | $72,318 | $52,305 | 1 | $59,629 | $21,976 | $60,092 |
| 2023 | $1,099,888 | $-21,211 | $68,710 | $44,740 | 1 | $51,670 | $11,365 | $56,764 |
| 2022 | $1,175,122 | $232,632 | $89,055 | $66,144 | 1 | $74,312 | $217,521 | $63,617 |
| 2021 | $1,183,639 | $84,963 | $76,776 | $55,109 | 1 | — | $72,250 | $63,663 |
Under IRS private-foundation payout rules, Bertha J Trimble Trust reported a distributable amount of $65K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bertha J Trimble Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$19K (2022) → $19K (2025)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $19K, to Bank of America (Trustee).
Frequently asked questions about Bertha J Trimble Trust
How much does Bertha J Trimble Trust give each year?
Bertha J Trimble Trust gave $56K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $52K across 1 grant.
How large is Bertha J Trimble Trust?
Bertha J Trimble Trust reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $64K in qualifying distributions that year, against a required minimum of $65K (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.
Where does Bertha J Trimble Trust operate?
Bertha J Trimble Trust has awarded grants in Missouri.
What is Bertha J Trimble Trust's EIN?
Bertha J Trimble Trust's EIN (Employer Identification Number) is 44-6006669. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 28, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 31, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 27, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 1, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS September 23, 2025)
- IRS filings on file for fiscal years 2021–2025
Other open foundation grants in Texas
Texas Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Bertha J Trimble Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Texas
PEO Sisterhood MT State Chapter
Des Moines, IA
P.E.O. is a philanthropic organization where women celebrate the advancement of women; educate women through scholarships, grants, awards, loans and stewardship of Cottey College; and motivate each other to achieve their highest aspirations.
Assets
$409K
Grants
7
Total Given
$315K
PEO Sisterhood WA State Chapter
Des Moines, IA
P.E.O. is a philanthropic organization where women celebrate the advancement of women; educate women through scholarships, grants, awards, loans and stewardship of Cottey College; and motivate each other to achieve their highest aspirations.
Assets
$1.2M
Grants
7
Total Given
$640K
PEO Sisterhood WY State Chapter
Des Moines, IA
P.E.O. is a philanthropic organization where women celebrate the advancement of women; educate women through scholarships, grants, awards, loans and stewardship of Cottey College; and motivate each other to achieve their highest aspirations.
Assets
$449K
Grants
7
Total Given
$184K
Geraldine Heiserman Trust
Eagan, MN
Assets
$272K
Grants
1
Total Given
$12K
PEO Sisterhood AR State Chapter
Des Moines, IA
P.E.O. is a philanthropic organization where women celebrate the advancement of women; educate women through scholarships, grants, awards, loans and stewardship of Cottey College; and motivate each other to achieve their highest aspirations.
Assets
$319K
Grants
7
Total Given
$337K
Greater Salina Community Foundation
Salina, KS
The Greater Salina Community Foundation funds charitable projects and programs in areas including arts and culture, education, health and human services, community development, parks, and public safety, generally within the geographic areas it serves. Grants vary widely; its 2025 median grant was $14,350, and Responsive Grants consider requests up to $2,500. The Foundation describes application options for eligible organizations but does not state whether it accepts unsolicited requests.
Assets
$318.9M
Grants
328
Total Given
$24.1M
More similar funders
More Funders in Texas
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Bertha J Trimble Trust'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.
Bertha J Trimble Trust down — hundreds of funders to go?