Bertha W Merselis Up5
Bertha W Merselis Up5 is a private foundation, based in PROVIDENCE, RI. IRS filing data is available for 2020. In 2020, it awarded 2 grants totaling $338. Net investment income was $43.
Financial Overview
From 2020 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$338
Grant Count
2
Avg Grant Size
$169
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.
About Bertha W Merselis Up5
Based on IRS filings
Bertha W Merselis Up5 is a private foundation, based in PROVIDENCE, RI. IRS filing data is available for 2020. In 2020, it awarded 2 grants totaling $338. Net investment income was $43.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2020 |
|---|---|
| Total Assets | — |
| Revenue | $43 |
| Expenses | $338 |
| Qualifying Distributions | — |
| Net Investment Income | $43 |
| Distributable Amount | $13 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2020
Grant Size Distribution
2 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2020 grants, the largest include School Business Official ($318), Utica City School Dist ($20).
| Recipient | Purpose | Amount |
|---|---|---|
| UTICA CITY SCHOOL DIST UTICA, NY | SCHOLARSHIP & MUSIC AWARD | $20 |
| SCHOOL BUSINESS OFFICIAL UTICA, NY | UNRESTRICTED GENERAL | $318 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2020 IRS filing
From 2020 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | — |
Frequently Asked Questions
Where does Bertha W Merselis Up5 operate?
Bertha W Merselis Up5 has awarded grants in New York.
What size grants does Bertha W Merselis Up5 award?
In 2020, Bertha W Merselis Up5 awarded 2 grants totaling $338 — an average of about $169 per grant, based on its IRS Form 990 filings.
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 2020.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.