Hartson Bertha B Wcmh 2

DALLAS, TX EIN: 06-6169935

Hartson Bertha B Wcmh 2 is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $676K in total assets. In 2024, it awarded 1 grants totaling $26K. Net investment income was $59K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$676K

+4.0% YoY

Annual Giving

$26K

+11.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$26K

+11.4% YoY

Under IRS private-foundation payout rules, Hartson Bertha B Wcmh 2 reported a distributable amount of $38K for 2024 — the minimum it must pay out in qualifying distributions.

About Hartson Bertha B Wcmh 2

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $119K (100%)

States

Connecticut

Cities

Willimantic

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$676,420	$650,307	$667,738
Revenue	$68,135	$18,079	$-15,441
Expenses	$41,321	$35,241	$54,708
Qualifying Distributions	$32,801	$27,756	$43,593
Net Investment Income	$59,108	$9,088	$5,540
Distributable Amount	$37,608	$34,293	$35,326

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Windham Community Memorial Hospital ($26,016).

Recipient	Purpose	Amount
WINDHAM COMMUNITY MEMORIAL HOSPITAL WILLIMANTIC, CT	UNRESTRICTED GENERAL	$26,016

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$10,925

Frequently Asked Questions

How large is Hartson Bertha B Wcmh 2?

As of 2024, Hartson Bertha B Wcmh 2 holds $676K in total assets with $68K in annual revenue. It awarded 1 grants totaling $26K in 2024.

Where does Hartson Bertha B Wcmh 2 operate?

Hartson Bertha B Wcmh 2 has awarded grants in Connecticut.

What size grants does Hartson Bertha B Wcmh 2 award?

In 2024, Hartson Bertha B Wcmh 2 awarded 1 grants totaling $26K — an average of about $26K per grant, based on its IRS Form 990 filings.

How much is Hartson Bertha B Wcmh 2 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Hartson Bertha B Wcmh 2 reported a distributable amount of $38K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.