The Julius and Bertha Orth Foundation
The Julius and Bertha Orth Foundation is a private foundation focused on Environment & Animals, based in Rosemount, MN. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $592K in total assets. In 2026, it awarded 6 grants totaling $30K. Net investment income was $60K.
The Julius and Bertha Orth Foundation at a glance
In short: The Julius and Bertha Orth Foundation gave $30K across 6 grants in 2026 (avg $5K), mostly in North Dakota. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $30,000
- +0.0% vs 2025
- Grants made (2026)
- 6
- +0.0% vs 2025
- Average grant
- $5,000
- +0.0% vs 2025
- Median grant
- $4,000
- Total assets
- $591,992
- +1.3% vs 2025
- Primary geography
- North Dakota (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who The Julius and Bertha Orth Foundation funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2026
The largest 2026 recipient was Womens Action Resource Center ($10K). Together the top 6 received $30K.
Grant Size Distribution
28 grants across all recorded years
The most common grant size was under $50K: 28 grants of 28 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 6 itemized grants.
States
Cities
How The Julius and Bertha Orth Foundation gives
- Giving held roughly steady from 2023 to 2026 (+0%). Method
- In 2026 it paid out 114% 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 2026, annual grant giving ranged from $25K (2024) to $35K (2020). In 2026 it made 6 grants totaling $30K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Womens Action Resource Center Beulah, ND | Operating Grant | $10,000 |
| Farm Rescue Horace, ND | Operating Grant | $7,000 |
| Adult & Teen Challenge Mandan, ND | Operating Grant | $4,000 |
| Beulah Congregational Church Beulah, ND | Operating Grant | $4,000 |
| Mercer City Historical Society Beulah, ND | Operating Grant | $3,000 |
| Gideons Beulah, ND | Operating Grant | $2,000 |
Ready to take the next step with The Julius and Bertha Orth Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $591,992 | $71,485 | $52,046 | $30,000 | 6 | $33,356 | $60,012 | $29,356 |
| 2025 | $584,179 | $29,858 | $49,702 | $30,000 | 6 | $35,492 | $24,012 | $29,953 |
| 2024 | $617,105 | $20,158 | $41,701 | $25,000 | 4 | $28,772 | $15,196 | $28,549 |
| 2023 | $578,630 | $33,047 | $47,460 | $30,000 | 6 | $33,525 | $26,856 | $28,735 |
| 2022 | $657,929 | $66,923 | $54,750 | $33,000 | 6 | $34,167 | $56,108 | $32,472 |
| 2021 | $728,001 | $38,221 | $48,349 | $33,000 | 5 | — | $32,030 | $32,891 |
| 2020 | $608,529 | $19,739 | $49,604 | $35,100 | 7 | — | $16,924 | $33,520 |
Under IRS private-foundation payout rules, The Julius and Bertha Orth Foundation reported a distributable amount of $29K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Julius and Bertha Orth Foundation's 2026 filing lists 5 officers; all 5 officers listed in 2026 are compensated.
Officers on the 2026 filing
Charles Galloway
Director
On filings since 2020
1 hr/week
$100 (2020) → $185 (2026)
Darell Herman
Director
On filings since 2020
1 hr/week
$100 (2020) → $185 (2026)
Faith Fitzgerald-Michaelson
Director
On filings since 2020
1 hr/week
$100 (2020) → $185 (2026)
Faye Harrison
Director
On filings since 2020
1 hr/week
$100 (2020) → $185 (2026)
Maynard Blohn
Director
On filings since 2023
1 hr/week
$100 (2023) → $185 (2026)
Former officers (2)
- Former: Gerald Bieber (2020–2025) — Director
- Former: Jim Kusler (2020–2023) — Director · Filing note: Thru mid year
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $185, to Faye Harrison (Director). 5 officers or directors reported compensation on that filing.
Frequently asked questions about The Julius and Bertha Orth Foundation
How much does The Julius and Bertha Orth Foundation give each year?
The Julius and Bertha Orth Foundation gave $30K across 6 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $30K across 6 grants.
What is The Julius and Bertha Orth Foundation's typical grant size?
The Julius and Bertha Orth Foundation's median grant in 2026 was $4,000, and its average grant was $5,000, across 6 grants on its 2026 IRS Form 990-PF.
Where does The Julius and Bertha Orth Foundation give grants?
The Julius and Bertha Orth Foundation gives mostly in North Dakota: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Beulah, ND (4 grants).
Does The Julius and Bertha Orth Foundation give general operating support?
Yes: 100% of The Julius and Bertha Orth Foundation's 2026 grants with a stated purpose (6 of 6) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are The Julius and Bertha Orth Foundation's largest grantees?
The Julius and Bertha Orth Foundation's largest 2026 grantees include Womens Action Resource Center ($10,000), Farm Rescue ($7,000) and Adult & Teen Challenge ($4,000), according to its 2026 IRS Form 990-PF. Together they received 70% of its itemized 2026 grant dollars.
How large is The Julius and Bertha Orth Foundation?
The Julius and Bertha Orth Foundation reported $592K in total assets on its 2026 IRS Form 990-PF. It paid out $33K in qualifying distributions that year, against a required minimum of $29K (roughly 5% of its investment assets).
What is The Julius and Bertha Orth Foundation?
The Julius and Bertha Orth Foundation is a private foundation focused on Environment & Animals, based in Rosemount, MN. It holds $592K in total assets as of 2026.
What is The Julius and Bertha Orth Foundation's EIN?
The Julius and Bertha Orth Foundation's EIN (Employer Identification Number) is 45-0427503. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2020 (received by the IRS August 13, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS December 15, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 15, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 15, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS December 22, 2025)
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 14, 2026)
- IRS filings on file for fiscal years 2021–2025
Explore Open Grants
Browse active grant opportunities in The Julius and Bertha Orth Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Community Foundation of Western Pennsylvania and Eastern Ohio
Sharon, PA
The Community Foundation of Western PA & Eastern OH supports charitable programs in areas such as health, education, human services, arts, and community development. It serves Mercer and Lawrence counties in Pennsylvania and Trumbull County, Ohio; its 2024 grants had a median of $17,750, with amounts ranging from $5,050 to $609,507. It accepts unsolicited requests through a Letter of Intent, with full applications by invitation.
Assets
$153.0M
Grants
358
Total Given
$11.3M
Edward Jones Foundation
St. Louis, MO
In its 2022 filing, the Edward Jones Foundation supported community service, health and human services, education, and the arts, primarily in Missouri, with smaller grants in Arizona and elsewhere. It awarded 203 grants totaling $15.1 million; the median grant was $2,500, though some grants were much larger. It stated that it funded only preselected organizations and did not accept unsolicited requests.
Assets
$77.5M
Grants
203
Total Given
$15.1M
Otto Bremer Trust
St. Paul, MN
The Otto Bremer Trust funds organizations and projects addressing community needs and opportunities, including health care and social services, in Minnesota, Montana, North Dakota, and Wisconsin. In 2025, grants ranged from $3,500 to $4.2 million, with a median of $150,000. It does not accept unsolicited requests or direct grant applications; Community Responsive Fund grants are offered through selected intermediaries.
Assets
$1.4B
Grants
180
Total Given
$57.2M
Agva Foundation
Mason City, IA
AGVA Foundation funds IRS tax-exempt nonprofits for agriculture, rural youth, farmer education and training, and rural-community events, with grants mainly in Iowa and occasionally elsewhere in the region. Recent grants ranged from $2,000 to $10,000, with a median of $5,000. It accepts applications at any time.
Assets
$194K
Grants
10
Total Given
$62K
Roy and Gwen Steeley Foundation Inc
Wilmington, DE
The foundation primarily supports education in West Virginia, including schools, colleges, educational programs, and related community initiatives. In 2025, grants ranged from $170 to $167,810, with a median of $13,230. It is invitation-only and does not accept unsolicited requests.
Assets
$54.3M
Grants
84
Total Given
$2.5M
Markham Family Foundation
Wilmington, DE
The foundation supports organizations addressing poverty, food insecurity, homelessness, and disaster relief, as well as civic participation and related work. Its 2025 grants ranged from $1,000 to $50,000, with a median of $15,000; most funding went to Colorado, with additional grants in North Carolina, Virginia, Georgia, and Illinois. It funds only preselected charities and does not accept unsolicited requests.
Assets
$31K
Grants
25
Total Given
$416K
More similar funders
More Funders in Minnesota
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from The Julius and Bertha Orth Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
The Julius and Bertha Orth Foundation down — hundreds of funders to go?