Bertha Morere Trust Xxxxx4001

CHICAGO, IL EIN: 72-6056383

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

+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

Focus Areas

Religion

Ready to take the next step with Bertha Morere Trust Xxxxx4001?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Louisiana $31K (18%)

Indiana $28K (17%)

Massachusetts $28K (17%)

Missouri $28K (17%)

New York $27K (16%)

Tennessee $27K (16%)

States

Indiana Louisiana Massachusetts Missouri New York Tennessee

Cities

BostonJeffersonvilleNashvilleNew OrleansNew YorkSt Louis

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Religion

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.