Morton Bertha Tua is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 1 grants totaling $90K. Net investment income was $112K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.9M
+0.4% YoY
Annual Giving
$90K
-10.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$90K
-10.0% YoY
Under IRS private-foundation payout rules, Morton Bertha Tua reported a distributable amount of $121K for 2024 — the minimum it must pay out in qualifying distributions.
About Morton Bertha Tua
Based on IRS filings
Morton Bertha Tua is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 1 grants totaling $90K. Net investment income was $112K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,946,617 | $1,939,385 | $1,658,506 |
| Revenue | $146,398 | $420,508 | $116,760 |
| Expenses | $138,855 | $138,136 | $137,768 |
| Qualifying Distributions | $94,615 | $104,351 | $104,416 |
| Net Investment Income | $111,519 | $387,788 | $82,825 |
| Distributable Amount | $121,057 | $106,959 | $115,850 |
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
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of Montana Foundation ($90,000).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF MONTANA FOUNDATION MISSOULA, MT | GENERAL OPERATING | $90,000 |
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 | $35,129 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Morton Bertha Tua?
Morton Bertha Tua is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. It holds $1.9M in total assets as of 2024.
How large is Morton Bertha Tua?
As of 2024, Morton Bertha Tua holds $1.9M in total assets with $146K in annual revenue. It awarded 1 grants totaling $90K in 2024.
Where does Morton Bertha Tua operate?
Morton Bertha Tua has awarded grants in Montana.
What size grants does Morton Bertha Tua award?
In 2024, Morton Bertha Tua awarded 1 grants totaling $90K — an average of about $90K per grant, based on its IRS Form 990 filings.
How much is Morton Bertha Tua required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Morton Bertha Tua reported a distributable amount of $121K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Morton Bertha Tua's EIN?
Morton Bertha Tua's EIN (Employer Identification Number) is 81-6016333. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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