Bertha Morere Trust Xxxxx4001 is a private foundation focused on Religion, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $621K in total assets. In 2024, it awarded 6 grants totaling $32K. Net investment income was $38K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$621K
-0.5% YoY
Annual Giving
$32K
+4.1% YoY
Grant Count
6
+0.0% YoY
Avg Grant Size
$5K
+4.1% YoY
Under IRS private-foundation payout rules, Bertha Morere Trust Xxxxx4001 reported a distributable amount of $40K for 2024 — the minimum it must pay out in qualifying distributions.
About Bertha Morere Trust Xxxxx4001
Based on IRS filings
Bertha Morere Trust Xxxxx4001 is a private foundation focused on Religion, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $621K in total assets. In 2024, it awarded 6 grants totaling $32K. Net investment income was $38K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $620,667 | $623,774 | $623,781 |
| Revenue | $47,347 | $43,928 | $16,996 |
| Expenses | $47,307 | $44,071 | $47,690 |
| Qualifying Distributions | $36,910 | $35,196 | $37,485 |
| Net Investment Income | $37,625 | $31,589 | $14,499 |
| Distributable Amount | $39,975 | $36,362 | $37,914 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
30 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The First Church of Christ ($5,403), Domestic & Foreign Missionary Soc ($5,403), Lutheran Church Missouri Synod ($5,403).
| Recipient | Purpose | Amount |
|---|---|---|
| THE FIRST CHURCH OF CHRIST BOSTON, MA | GENERAL | $5,403 |
| DOMESTIC & FOREIGN MISSIONARY SOC NEW YORK, NY | GENERAL | $5,403 |
| LUTHERAN CHURCH MISSOURI SYNOD ST LOUIS, MO | GENERAL | $5,403 |
| PRESBYTERIAN CHURCH USA JEFFERSONVILLE, IN | GENERAL | $5,403 |
| ROMAN CATHOLIC CHURCH NEW ORLEANS, LA | GENERAL | $5,403 |
| SOUTHERN BAPTIST CONVENTION NASHVILLE, TN | GENERAL | $5,403 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
No officer/director data available.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bertha Morere Trust Xxxxx4001?
Bertha Morere Trust Xxxxx4001 is a private foundation focused on Religion, based in CHICAGO, IL. It holds $621K in total assets as of 2024.
How large is Bertha Morere Trust Xxxxx4001?
As of 2024, Bertha Morere Trust Xxxxx4001 holds $621K in total assets with $47K in annual revenue. It awarded 6 grants totaling $32K in 2024.
Where does Bertha Morere Trust Xxxxx4001 operate?
Bertha Morere Trust Xxxxx4001 has awarded grants in Indiana, Louisiana, Massachusetts, Missouri, New York, Tennessee.
What size grants does Bertha Morere Trust Xxxxx4001 award?
In 2024, Bertha Morere Trust Xxxxx4001 awarded 6 grants totaling $32K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Bertha Morere Trust Xxxxx4001 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bertha Morere Trust Xxxxx4001 reported a distributable amount of $40K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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