Bertha Morere Trust XXXXX4001
Bertha Morere Trust XXXXX4001 is a private foundation focused on Religion, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $622K in total assets. In 2025, it awarded 6 grants totaling $35K. Net investment income was $42K.
Bertha Morere Trust XXXXX4001 at a glance
In short: Bertha Morere Trust XXXXX4001 gave $35K across 6 grants in 2025 (avg $6K), top state Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $35,364
- +9.1% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $5,894
- +9.1% vs 2024
- Median grant
- $5,894
- Total assets
- $621,640
- +0.2% vs 2024
- Primary geography
- Massachusetts (17% 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 Morere Trust XXXXX4001 funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was The First Church of Christ Scientist ($6K). Together the top 5 received $29K.
Organizations only. It also paid 1 grant to individuals ($5,894), which are not listed by name.
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 2025 grant dollars across all 6 itemized grants.
Cities
How Bertha Morere Trust XXXXX4001 gives
- Giving held roughly steady from 2022 to 2025 (+7%). Method
- In 2025 it paid out 95% 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 2019 to 2025, annual grant giving ranged from $31K (2023) to $36K (2021). In 2025 it made 6 grants totaling $35K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The First Church of Christ Scientist Boston, MA | General | $5,894 |
| Domestic & Foreign Missionary Soc of the Protestant Episcopal Church New York, NY | General | $5,894 |
| 1 grant to individuals Recipients not named | — | $5,894 |
| Presbyterian Church USA Fdn Attn Outside Trust Jeffersonville, IN | General | $5,894 |
| Roman Catholic Church New Orleans, LA | General | $5,894 |
| Southern Baptist Convention Nashville, TN | General | $5,894 |
Ready to take the next step with Bertha Morere Trust XXXXX4001?
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 | $621,640 | $51,641 | $50,749 | $35,364 | 6 | $40,085 | $41,582 | $42,015 |
| 2024 | $620,667 | $47,347 | $47,307 | $32,418 | 6 | $36,910 | $37,625 | $39,975 |
| 2023 | $623,774 | $43,928 | $44,071 | $31,133 | 6 | $35,196 | $31,589 | $36,362 |
| 2022 | $623,781 | $16,996 | $47,690 | $33,204 | 6 | $37,485 | $14,499 | $37,914 |
| 2021 | $654,636 | $57,505 | $51,354 | $35,712 | 6 | $40,440 | $47,221 | $41,880 |
| 2020 | $648,461 | $45,827 | $49,264 | $35,712 | 6 | — | $36,588 | $37,474 |
| 2019 | $652,014 | $40,514 | $49,052 | $35,712 | 6 | — | $31,400 | $37,507 |
Under IRS private-foundation payout rules, Bertha Morere Trust XXXXX4001 reported a distributable amount of $42K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bertha Morere Trust XXXXX4001's only listed officer is JP Morgan Chase Bank NA, Trustee on filings since 2019 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2019
2 hrs/week
$13K (2019) → $14K (2025)
Former officers (1)
- Former: JP Morgan Chase Bank N A (2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 $14K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about Bertha Morere Trust XXXXX4001
How much does Bertha Morere Trust XXXXX4001 give each year?
Bertha Morere Trust XXXXX4001 gave $35K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $32K across 6 grants.
What is Bertha Morere Trust XXXXX4001's typical grant size?
Bertha Morere Trust XXXXX4001's median grant in 2025 was $5,894, and its average grant was $5,894, across 6 grants on its 2025 IRS Form 990-PF.
Where does Bertha Morere Trust XXXXX4001 give grants?
Bertha Morere Trust XXXXX4001's top state is Massachusetts, with 17% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were New York (17%) and Missouri (17%).
Does Bertha Morere Trust XXXXX4001 give general operating support?
Yes: 100% of Bertha Morere Trust XXXXX4001's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Bertha Morere Trust XXXXX4001's largest grantees?
Bertha Morere Trust XXXXX4001's largest 2025 grantees include The First Church of Christ Scientist ($5,894), Domestic & Foreign Missionary Soc of the Protestant Episcopal Church ($5,894) and Presbyterian Church USA Fdn Attn Outside Trust ($5,894), according to its 2025 IRS Form 990-PF. It also paid 1 grant to individuals ($5,894), which are not listed by name. Together they received 50% of its itemized 2025 grant dollars.
How large is Bertha Morere Trust XXXXX4001?
Bertha Morere Trust XXXXX4001 reported $622K in total assets on its 2025 IRS Form 990-PF. It paid out $40K in qualifying distributions that year, against a required minimum of $42K (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 Morere Trust XXXXX4001?
Bertha Morere Trust XXXXX4001 is a private foundation focused on Religion, based in Chicago, IL. It holds $622K in total assets as of 2025.
What is Bertha Morere Trust XXXXX4001's EIN?
Bertha Morere Trust XXXXX4001's EIN (Employer Identification Number) is 72-6056383. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 22, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 10, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Bertha Morere Trust XXXXX4001's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Illinois
Footprint Foundation Inc
Chattanooga, TN
Footprint Foundation supports creative culture, the environment, learning, and social justice, especially efforts that build community, leadership, equity, and access in Chattanooga and Northern California. In 2024, its grants ranged from $250 to $125,000, with a median of $10,000; it does not accept unsolicited requests and says it is pausing new grants while it develops a new strategy.
Assets
$23.1M
Grants
51
Total Given
$1.1M
Beverly a Zelt Foundation
Levering, MI
Assets
$7K
Grants
1
Total Given
$1K
Hong-Yen & Lin-Run Hsu Charitable Fnd Foundation
Long Beach, CA
Assets
$8.4M
Grants
7
Total Given
$464K
The Robinson Foundation
Pittsburgh, PA
The Pittsburgh-based Robinson Foundation funded food distribution, homelessness services, contraceptive care, emergency medical transport, conservation education, and other programs in 2025, with grants ranging from $1,000 to $25,000 and a median of $5,000. Its grants went to organizations in multiple states and Washington, DC. The filing says giving is not restricted to preselected organizations and refers to application materials, but does not provide details on how to apply.
Assets
$1.5M
Grants
11
Total Given
$75K
The Chicago Community Trust
Chicago, IL
The Chicago Community Trust funds eligible nonprofits working to narrow the wealth gap and meet urgent needs, with priorities including economic mobility, education, jobs, homeownership, and community development in metropolitan Chicago and Cook County. Its 2025 grants had a median of $26,500, though amounts varied widely; the profile does not state whether it accepts unsolicited requests.
Assets
$7.1B
Grants
4,316
Total Given
$1.2B
The Allstate Foundation
Northbrook, IL
The Allstate Foundation funds youth empowerment, efforts to prevent and address relationship abuse, nonprofit leadership, and related economic opportunity and equity work. Its 2024 grants ranged from $250 to $2 million, with a median of $1,000, and awards must support work in the United States. It accepts proposals from organizations beyond a preselected list; proposals are reviewed as received.
Assets
$89.3M
Grants
2,010
Total Given
$38.0M
More similar funders
More Funders in Illinois
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Bertha Morere Trust XXXXX4001'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 Morere Trust XXXXX4001 down — hundreds of funders to go?