Bertha W Merselis UP5
Bertha W Merselis UP5 is a private foundation, based in Providence, RI. IRS filing data is available from 2019 through 2020. In 2020, it awarded 2 grants totaling $338. Net investment income was $43.
Bertha W Merselis UP5 at a glance
In short: Bertha W Merselis UP5 gave $338 across 2 grants in 2020 (avg $169), mostly in New York. Source: 2020 IRS Form 990-PF.
- Annual giving (2020)
- $338
- +1590.0% vs 2019
- Grants made (2020)
- 2
- +100.0% vs 2019
- Average grant
- $169
- +745.0% vs 2019
- Median grant
- $169
- Primary geography
- New York (100% of itemized 2020 grant dollars)
- Latest 990 filing
- Form 990-PF, 2020 View filing
Data from IRS Form 990-PF, 2020; updated September 2026.
Who Bertha W Merselis UP5 funds
How this funder distributes its grants
Top Recipients
Top recipient in 2020
The largest 2020 recipient was School Business Official ($318).
Organizations only. It also paid 1 individual scholarship ($20), which are not listed by name.
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 3 grants of 3 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2020 grant dollars across all 2 itemized grants.
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2020, annual grant giving ranged from $20 (2019) to $338 (2020). In 2020 it made 2 grants totaling $338.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| School Business Official Utica, NY | Unrestricted General | $318 |
| 1 individual scholarship Recipients not named | — | $20 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2020 | — | $43 | $338 | $338 | 2 | $43 | $13 |
| 2019 | $294 | $8 | $20 | $20 | 1 | $8 | $15 |
Under IRS private-foundation payout rules, Bertha W Merselis UP5 reported a distributable amount of $13 for 2020 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bertha W Merselis UP5's only listed officer is Bank Of America, Trustee on every filing since 2019 (uncompensated).
Officers on the 2020 filing
Bank Of America
Trustee
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2020. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Bertha W Merselis UP5
How much does Bertha W Merselis UP5 give each year?
Bertha W Merselis UP5 gave $338 across 2 grants in 2020, according to its 2020 IRS Form 990-PF. In 2019 it gave $20 across 1 grant.
Where does Bertha W Merselis UP5 operate?
Bertha W Merselis UP5 has awarded grants in New York.
How much is Bertha W Merselis UP5 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2020, Bertha W Merselis UP5 reported a distributable amount of $13 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bertha W Merselis UP5's EIN?
Bertha W Merselis UP5's EIN (Employer Identification Number) is 16-6135685. IRS Form 990 filing data is available on this page for 2019–2020.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS April 23, 2020)
- IRS filings on file for fiscal year 2020
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