Bertis Westfall Charitable Trust
COLUMBIA, MO EIN: 26-2239756
Financial Overview
From 2024 IRS Form 990-PF
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
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| 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
No grants recorded for .
Who else does Bertis Westfall Charitable Trust fund?
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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 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Illinois $56K (30%)
Florida $46K (25%)
Oklahoma $29K (16%)
Rhode Island $26K (14%)
Maryland $17K (9%)
Arizona $10K (5%)
Cities
ChicagoHagerstownOklahoma CityProvidenceSaint PetersburgTucson
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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