Bertha V Wilson Trust

LANCASTER, OH EIN: 31-6467575

Bertha V Wilson Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LANCASTER, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $866K in total assets. In 2024, it awarded 8 grants totaling $32K. Net investment income was $46K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$866K

+1.0% YoY

Annual Giving

$32K

+31.7% YoY

Grant Count

+60.0% YoY

Avg Grant Size

$4K

-17.7% YoY

Under IRS private-foundation payout rules, Bertha V Wilson Trust reported a distributable amount of $44K for 2024 — the minimum it must pay out in qualifying distributions.

About Bertha V Wilson Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $152K (100%)

States

Ohio

Cities

AmandaBaltimoreBremenCarrollChillicotheColumbusLancasterLaurelville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$865,902	$857,583	$853,303
Revenue	$45,561	$42,084	$46,879
Expenses	$46,407	$39,544	$47,775
Qualifying Distributions	$44,907	$37,511	$45,144
Net Investment Income	$45,845	$47,231	$42,975
Distributable Amount	$44,250	$40,350	$42,484

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

Grant Size Distribution

47 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include 4-h Advisory Committee ($13,797), Ross Hocking Camp Assn ($10,000), Protective Services ($2,000).

Recipient	Purpose	Amount
PROTECTIVE SERVICES Lancaster, OH	HOLIDAY DONATION FOR CHILDRENS CHRISTMAS	$2,000
4-H ADVISORY COMMITTEE Lancaster, OH	4-H ADVISORY COMMITTEE 4-H CAMP	$13,797
GORSUCH ELEMETARY SCHOOL Lancaster, OH	GENERAL FINANCIAL SUPPORT	$1,720
BREMEN BOY SCOUT TROUP 95 Bremen, OH	GENERAL FINANCIAL SUPPORT	$1,000
FAIRFIELD COUNTY 4-H ADVISORY COMMI Lancaster, OH	CAMP FEES	$330
ROSS HOCKING CAMP ASSN Laurelville, OH	4-H CAMP FEES	$10,000
COLUMBUS CHILDRENS THEATER Columbus, OH	PRODUCTION FOR TALLMAGE ELEMENTARY PROGRAM	$800
SALVATION ARMY OF LANCASTER OH Lancaster, OH	BUILDING FUND	$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
EDWARD T BERRY	TRUSTEE	2	$13,078

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Bertha V Wilson Trust?

Bertha V Wilson Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LANCASTER, OH. It holds $866K in total assets as of 2024.

How large is Bertha V Wilson Trust?

As of 2024, Bertha V Wilson Trust holds $866K in total assets with $46K in annual revenue. It awarded 8 grants totaling $32K in 2024.

Where does Bertha V Wilson Trust operate?

Bertha V Wilson Trust has awarded grants in Ohio.

What size grants does Bertha V Wilson Trust award?

In 2024, Bertha V Wilson Trust awarded 8 grants totaling $32K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Bertha V Wilson Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Bertha V Wilson Trust reported a distributable amount of $44K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.