Bertram & Alta Heartt Hochmark Scholarship

Foundation · Grantmaker SAINT LOUIS, MO EIN: 81-6064383

Bertram & Alta Heartt Hochmark Scholarship is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $233K in total assets. In 2024, it awarded 4 grants totaling $10K. Net investment income was $10K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$233K

-0.9% YoY

Annual Giving

$10K

-23.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$3K

-23.1% YoY

Under IRS private-foundation payout rules, Bertram & Alta Heartt Hochmark Scholarship reported a distributable amount of $13K for 2024 — the minimum it must pay out in qualifying distributions.

About Bertram & Alta Heartt Hochmark Scholarship

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Montana $36K (71%)

Vermont $6K (11%)

New York $5K (10%)

California $3K (5%)

Florida $2K (4%)

States

California Florida Montana New York Vermont

Cities

BozemanBurlingtonButteHelenaIthacaKalispellMissoulaNew YorkSan Luis ObispoTampa

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$232,856	$235,003	$246,020
Revenue	$13,512	$7,379	$11,185
Expenses	$15,633	$18,327	$16,737
Qualifying Distributions	$12,230	$15,144	$13,102
Net Investment Income	$10,132	$4,830	$7,903
Distributable Amount	$13,102	$12,496	$13,652

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 California Polytechnic State Uni Fbo ($2,500), Montana Tech Uni Fbo Brock Henriksen ($2,500), Cornell Uni Fbo Isabel Seeley ($2,500).

Recipient	Purpose	Amount
CALIFORNIA POLYTECHNIC STATE UNI FBO SAN LUIS OBISPO, CA	SCHOLARSHIP	$2,500
MONTANA TECH UNI FBO BROCK HENRIKSEN BUTTE, MT	SCHOLARSHIP	$2,500
CORNELL UNI FBO ISABEL SEELEY ITHACA, NY	SCHOLARSHIP	$2,500
MONTANA STATE UNI FBO PIPER HOXIE BOZEMAN, MT	SCHOLARSHIP	$2,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$4,411

Frequently Asked Questions

How large is Bertram & Alta Heartt Hochmark Scholarship?

As of 2024, Bertram & Alta Heartt Hochmark Scholarship holds $233K in total assets with $14K in annual revenue. It awarded 4 grants totaling $10K in 2024.

Where does Bertram & Alta Heartt Hochmark Scholarship operate?

Bertram & Alta Heartt Hochmark Scholarship has awarded grants in California, Florida, Montana, New York, Vermont.

What size grants does Bertram & Alta Heartt Hochmark Scholarship award?

In 2024, Bertram & Alta Heartt Hochmark Scholarship awarded 4 grants totaling $10K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Bertram & Alta Heartt Hochmark Scholarship required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Bertram & Alta Heartt Hochmark Scholarship reported a distributable amount of $13K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Bertram & Alta Heartt Hochmark Scholarship's EIN?

Bertram & Alta Heartt Hochmark Scholarship's EIN (Employer Identification Number) is 81-6064383. IRS Form 990 filing data is available on this page for 2020–2024.