Bertha V Wilson Trust
Bertha V Wilson Trust is a private foundation, 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.
Bertha V Wilson Trust at a glance
In short: Bertha V Wilson Trust gave $32K across 8 grants in 2024 (avg $4K), mostly in Ohio. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $31,647
- +31.7% vs 2023
- Grants made (2024)
- 8
- +60.0% vs 2023
- Average grant
- $3,956
- -17.7% vs 2023
- Median grant
- $1,860
- Total assets
- $865,902
- +1.0% vs 2023
- Primary geography
- Ohio (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Bertha V Wilson Trust funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
The largest 2024 recipient was 4-H Advisory Committee ($14K). Together the top 8 received $32K.
Grant Size Distribution
47 grants across all recorded years
The most common grant size was under $50K: 47 grants of 47 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 8 itemized grants.
States
Cities
How Bertha V Wilson Trust gives
- Giving held roughly steady from 2021 to 2024 (+4%). Method
- In 2024 it paid out 101% of its IRS minimum distribution (the 5% rule). 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 2020 to 2024, annual grant giving ranged from $24K (2023) to $34K (2020). In 2024 it made 8 grants totaling $32K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 4-H Advisory Committee Lancaster, OH | 4-H Advisory Committee 4-H Camp | $13,797 |
| Ross Hocking Camp Assn Laurelville, OH | 4-H Camp Fees | $10,000 |
| Protective Services Lancaster, OH | Holiday Donation for Childrens Christmas | $2,000 |
| Salvation Army of Lancaster OH Lancaster, OH | Building Fund | $2,000 |
| Gorsuch Elemetary School Lancaster, OH | General Financial Support | $1,720 |
| Bremen Boy Scout Troup 95 Bremen, OH | General Financial Support | $1,000 |
| Columbus Childrens Theater Columbus, OH | Production for Tallmage Elementary Program | $800 |
| Fairfield County 4-H Advisory Commi Lancaster, OH | Camp Fees | $330 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $865,902 | $45,561 | $46,407 | $31,647 | 8 | $44,907 | $45,845 | $44,250 |
| 2023 | $857,583 | $42,084 | $39,544 | $24,030 | 5 | $37,511 | $47,231 | $40,350 |
| 2022 | $853,303 | $46,879 | $47,775 | $32,438 | 10 | $45,144 | $42,975 | $42,484 |
| 2021 | $860,186 | $108,013 | $44,504 | $30,335 | 13 | $43,244 | $105,908 | $42,507 |
| 2020 | $655,138 | $39,645 | $47,801 | $33,985 | 11 | — | $27,392 | $41,769 |
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.
Leadership & Key People
Officers and directors from IRS filings
Bertha V Wilson Trust is led by Edward T. Berry, Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2024 filing
Edward T. Berry
Trustee
On filings since 2020
2 hrs/week
$11K (2020) → $13K (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $13K, to Edward T Berry (Trustee).
Frequently asked questions about Bertha V Wilson Trust
How much does Bertha V Wilson Trust give each year?
Bertha V Wilson Trust gave $32K across 8 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $24K across 5 grants.
What is Bertha V Wilson Trust's typical grant size?
Bertha V Wilson Trust's median grant in 2024 was $1,860, and its average grant was $3,956, across 8 grants on its 2024 IRS Form 990-PF.
Where does Bertha V Wilson Trust give grants?
Bertha V Wilson Trust gives mostly in Ohio: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Lancaster, OH (5 grants).
Does Bertha V Wilson Trust give general operating support?
Yes: 25% of Bertha V Wilson Trust's 2024 grants with a stated purpose (2 of 8) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Bertha V Wilson Trust's largest grantees?
Bertha V Wilson Trust's largest 2024 grantees include 4-H Advisory Committee ($13,797), Ross Hocking Camp Assn ($10,000) and Protective Services ($2,000), according to its 2024 IRS Form 990-PF. Together they received 82% of its itemized 2024 grant dollars.
How large is Bertha V Wilson Trust?
Bertha V Wilson Trust reported $866K in total assets on its 2024 IRS Form 990-PF. It paid out $45K in qualifying distributions that year, against a required minimum of $44K (roughly 5% of its investment assets).
What is Bertha V Wilson Trust's EIN?
Bertha V Wilson Trust's EIN (Employer Identification Number) is 31-6467575. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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