Bertha M Kritzer Trust Uw Fbo

BROOKLYN, OH EIN: 16-6134764

Bertha M Kritzer Trust Uw Fbo is a private foundation, based in BROOKLYN, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $104K in total assets. In 2024, it awarded 1 grants totaling $4K. Net investment income was $2K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$104K

-3.8% YoY

Annual Giving

$4K

-13.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$4K

-13.7% YoY

Under IRS private-foundation payout rules, Bertha M Kritzer Trust Uw Fbo reported a distributable amount of $5K for 2024 — the minimum it must pay out in qualifying distributions.

About Bertha M Kritzer Trust Uw Fbo

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $22K (100%)

States

New York

Cities

Olean

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$103,867	$108,016	$111,733
Revenue	$1,468	$2,705	$2,205
Expenses	$5,551	$6,420	$6,299
Qualifying Distributions	$4,442	$4,948	$4,446
Net Investment Income	$2,090	$2,047	$1,658
Distributable Amount	$5,460	$5,018	$5,199

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

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Immanuel Evang Lutheran Church ($4,000).

Recipient	Purpose	Amount
IMMANUEL EVANG LUTHERAN CHURCH OLEAN, NY	SATISFY EXEMPT PURPOSE OF	$4,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
KEY BANK N A	TRUSTEE	1	$1,367

Frequently Asked Questions

How large is Bertha M Kritzer Trust Uw Fbo?

As of 2024, Bertha M Kritzer Trust Uw Fbo holds $104K in total assets with $1K in annual revenue. It awarded 1 grants totaling $4K in 2024.

Where does Bertha M Kritzer Trust Uw Fbo operate?

Bertha M Kritzer Trust Uw Fbo has awarded grants in New York.

What size grants does Bertha M Kritzer Trust Uw Fbo award?

In 2024, Bertha M Kritzer Trust Uw Fbo awarded 1 grants totaling $4K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Bertha M Kritzer Trust Uw Fbo required to give away each year?

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