Bertis Westfall Charitable Trust
Bertis Westfall Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in COLUMBIA, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $524K in total assets. In 2024, it awarded 4 grants totaling $34K. Net investment income was $41K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$524K
+1.0% YoY
Annual Giving
$34K
+2.7% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$8K
+2.7% YoY
Under IRS private-foundation payout rules, Bertis Westfall Charitable Trust reported a distributable amount of $28K for 2024 — the minimum it must pay out in qualifying distributions.
About Bertis Westfall Charitable Trust
Based on IRS filings
Bertis Westfall Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in COLUMBIA, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $524K in total assets. In 2024, it awarded 4 grants totaling $34K. Net investment income was $41K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $524,131 | $518,923 | $555,617 |
| Revenue | $46,694 | $3,481 | $3,406 |
| Expenses | $41,780 | $40,191 | $48,057 |
| Qualifying Distributions | $36,349 | $35,379 | $40,423 |
| Net Investment Income | $41,358 | $13,671 | $11,542 |
| Distributable Amount | $27,771 | $25,994 | $27,446 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Muscular Dystrophy Association ($8,392), American Cancer Society ($8,392), Alzheimers Association ($8,392).
| Recipient | Purpose | Amount |
|---|---|---|
| MUSCULAR DYSTROPHY ASSOCIATION PROVIDENCE, RI | PROJECT SUPPORT | $8,392 |
| AMERICAN CANCER SOCIETY HAGERSTOWN, MD | PROJECT SUPPORT | $8,392 |
| ALZHEIMERS ASSOCIATION CHICAGO, IL | PROJECT SUPPORT | $8,392 |
| AMERICAN HEART ASSOCIATION SAINT PETERSBURG, FL | PROJECT SUPPORT | $8,392 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| THE CENTRAL TRUST BANK | TRUSTEE | 2 | $3,382 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bertis Westfall Charitable Trust?
Bertis Westfall Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in COLUMBIA, MO. It holds $524K in total assets as of 2024.
How large is Bertis Westfall Charitable Trust?
As of 2024, Bertis Westfall Charitable Trust holds $524K in total assets with $47K in annual revenue. It awarded 4 grants totaling $34K in 2024.
Where does Bertis Westfall Charitable Trust operate?
Bertis Westfall Charitable Trust has awarded grants in Arizona, Florida, Illinois, Maryland, Oklahoma, Rhode Island.
What size grants does Bertis Westfall Charitable Trust award?
In 2024, Bertis Westfall Charitable Trust awarded 4 grants totaling $34K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is Bertis Westfall Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bertis Westfall Charitable Trust reported a distributable amount of $28K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bertis Westfall Charitable Trust's EIN?
Bertis Westfall Charitable Trust's EIN (Employer Identification Number) is 26-2239756. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Bertis Westfall Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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