Hartson Bertha B WCMH 2
Hartson Bertha B WCMH 2 is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $699K in total assets. In 2025, it awarded 1 grant totaling $37K. Net investment income was $66K.
Hartson Bertha B WCMH 2 at a glance
In short: Hartson Bertha B WCMH 2 gave $37K across 1 grant in 2025 (avg $37K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $37,486
- +44.1% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $37,486
- +44.1% vs 2024
- Median grant
- $37,486
- Total assets
- $698,680
- +3.3% vs 2024
- Primary geography
- Connecticut (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Hartson Bertha B WCMH 2 funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Windham Community Memorial Hospital ($37K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Hartson Bertha B WCMH 2 gives
- Giving held roughly steady from 2022 to 2025 (+2%). Method
- In 2025 it paid out 107% 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 2019 to 2025, annual grant giving ranged from $23K (2023) to $37K (2025). In 2025 it made 1 grant totaling $37K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Windham Community Memorial Hospital Willimantic, CT | Unrestricted General | $37,486 |
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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 | $698,680 | $74,708 | $52,664 | $37,486 | 1 | $42,611 | $65,893 | $39,862 |
| 2024 | $676,420 | $68,135 | $41,321 | $26,016 | 1 | $32,801 | $59,108 | $37,608 |
| 2023 | $650,307 | $18,079 | $35,241 | $23,352 | 1 | $27,756 | $9,088 | $34,293 |
| 2022 | $667,738 | $-15,441 | $54,708 | $36,858 | 1 | $43,593 | $5,540 | $35,326 |
| 2021 | $737,889 | $147,987 | $47,020 | $32,344 | 1 | $37,535 | $138,468 | $39,718 |
| 2020 | $631,573 | $52,211 | $45,062 | $32,577 | 1 | — | $44,798 | $34,002 |
| 2019 | $626,818 | $35,978 | $36,056 | $24,907 | 1 | — | $30,698 | $33,079 |
Under IRS private-foundation payout rules, Hartson Bertha B WCMH 2 reported a distributable amount of $40K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Hartson Bertha B WCMH 2's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2019
1 hr/week
$9K (2019) → $12K (2025)
Data from IRS Form 990 filings, 2019–2025. "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 $12K, to Bank of America (Trustee).
Frequently asked questions about Hartson Bertha B WCMH 2
How much does Hartson Bertha B WCMH 2 give each year?
Hartson Bertha B WCMH 2 gave $37K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $26K across 1 grant.
How large is Hartson Bertha B WCMH 2?
Hartson Bertha B WCMH 2 reported $699K in total assets on its 2025 IRS Form 990-PF. It paid out $43K in qualifying distributions that year, against a required minimum of $40K (roughly 5% of its investment assets).
Where does Hartson Bertha B WCMH 2 operate?
Hartson Bertha B WCMH 2 has awarded grants in Connecticut.
What is Hartson Bertha B WCMH 2's EIN?
Hartson Bertha B WCMH 2's EIN (Employer Identification Number) is 06-6169935. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS April 30, 2020)
- Added Form 990-PF for fiscal year 2020 (received by the IRS April 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)
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