Bertis Westfall Charitable Trust
Bertis Westfall Charitable Trust is a private foundation, based in Columbia, MO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $511K in total assets. In 2025, it awarded 4 grants totaling $36K. Net investment income was $27K.
Bertis Westfall Charitable Trust at a glance
In short: Bertis Westfall Charitable Trust gave $36K across 4 grants in 2025 (avg $9K), top state Rhode Island. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $35,752
- +6.5% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $8,938
- +6.5% vs 2024
- Median grant
- $8,938
- Total assets
- $510,864
- -2.5% vs 2024
- Primary geography
- Rhode Island (25% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Bertis Westfall Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Muscular Dystrophy Association ($9K). Together the top 4 received $36K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How Bertis Westfall Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−8%). Method
- In 2025 it paid out 133% 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 2025, annual grant giving ranged from $33K (2023) to $40K (2021). In 2025 it made 4 grants totaling $36K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Muscular Dystrophy Association Providence, RI | Project Support | $8,938 |
| American Cancer Society Hagerstown, MD | Project Support | $8,938 |
| Alzheimers Association Chicago, IL | Project Support | $8,938 |
| American Heart Association Saint Petersburg, FL | Project Support | $8,938 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $510,864 | $32,215 | $45,347 | $35,752 | 4 | $38,801 | $26,628 | $29,085 |
| 2024 | $524,131 | $46,694 | $41,780 | $33,568 | 4 | $36,349 | $41,358 | $27,771 |
| 2023 | $518,923 | $3,481 | $40,191 | $32,696 | 4 | $35,379 | $13,671 | $25,994 |
| 2022 | $555,617 | $3,406 | $48,057 | $38,692 | 4 | $40,423 | $11,542 | $27,446 |
| 2021 | $600,559 | $63,560 | $48,879 | $39,976 | 4 | $41,792 | $56,975 | $30,516 |
| 2020 | $586,000 | $36,072 | $47,707 | $39,224 | 4 | — | $28,870 | $29,063 |
Under IRS private-foundation payout rules, Bertis Westfall Charitable Trust reported a distributable amount of $29K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bertis Westfall Charitable Trust's only listed officer is The Central Trust Bank, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
The Central Trust Bank
Trustee
On filings since 2022
2 hrs/week
$7K (2022) → $4K (2025)
Former officers (1)
- Former: Central Trust Company (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $4K, to The Central Trust Bank (Trustee).
Frequently asked questions about Bertis Westfall Charitable Trust
How much does Bertis Westfall Charitable Trust give each year?
Bertis Westfall Charitable Trust gave $36K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $34K across 4 grants.
What is Bertis Westfall Charitable Trust's typical grant size?
Bertis Westfall Charitable Trust's median grant in 2025 was $8,938, and its average grant was $8,938, across 4 grants on its 2025 IRS Form 990-PF.
Where does Bertis Westfall Charitable Trust give grants?
Bertis Westfall Charitable Trust's top state is Rhode Island, with 25% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Maryland (25%) and Illinois (25%).
Does Bertis Westfall Charitable Trust give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on Bertis Westfall Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Project Support" (4 grants).
How large is Bertis Westfall Charitable Trust?
Bertis Westfall Charitable Trust reported $511K in total assets on its 2025 IRS Form 990-PF. It paid out $39K in qualifying distributions that year, against a required minimum of $29K (roughly 5% of its investment assets).
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 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 2, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 1, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 16, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
Live grants for the work Bertis Westfall Charitable Trust funds
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