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Private Foundation · KY · Private Independent Foundations

Berta Family Foundation Inc

Bowling Green, KY  ·  EIN 203803620  ·  Website (ProPublica) ↗  ·  990s on ProPublica ↗

Assets

$530K

Total Giving

$238K

Grants on File

33

Average Grant

$7K

Giving Radius

Where Berta Family Foundation Inc Has Given

AK — no grants on file AL — no grants on file AR — no grants on file AZ — no grants on file CA — no grants on file CO — no grants on file CT — no grants on file DC — no grants on file DE — no grants on file FL — no grants on file GA — $9K across 2 grants HI — no grants on file IA — $1K across 2 grants ID — no grants on file IL — no grants on file IN — $6K across 2 grants KS — no grants on file KY — $220K across 25 grants LA — no grants on file MA — no grants on file MD — no grants on file ME — no grants on file MI — no grants on file MN — no grants on file MO — no grants on file MS — no grants on file MT — no grants on file NC — no grants on file ND — no grants on file NE — no grants on file NH — no grants on file NJ — no grants on file NM — no grants on file NV — no grants on file NY — no grants on file OH — no grants on file OK — no grants on file OR — no grants on file PA — no grants on file RI — no grants on file SC — no grants on file SD — no grants on file TN — $2K across 2 grants TX — no grants on file UT — no grants on file VA — no grants on file VT — no grants on file WA — no grants on file WI — no grants on file WV — no grants on file WY — no grants on file
Historical grants to 19 recipients across 5 states. Top concentrations: BOWLING GREEN ($211K, 21 grants), ATLANTA ($9K, 2 grants), GEORGETOWN ($8K, 3 grants), HAMMOND ($6K, 2 grants), CEDAR RAPIDS ($1K, 2 grants).

Section I

How to Apply

Written applications should be submitted indicating purpose of funds requested and amount of request.

On Unsolicited Proposals yes

Restrictions

None.

Section IV

Recent Grants

Recipient Amount Year
Holy Spirit Catholic Church $5K 2020
Grace Christian Church $2K 2020
Smiles From the Heart $1K 2020
YMCA Nashville $800 2020
Bg City Schools $10K 2020
Hope House $2K 2020
Hotel INC $18K 2020
Fcs Urban Ministries $7K 2020
Operation Pride $2K 2020
Mason Goodnight Fdn $2K 2020
Boys and Girls INC $40K 2020
Bishop Noll High School $5K 2021
United Way of Southcentral Kentucky $5K 2021
Mason Goodnight Fdn $2K 2021
Operation Pride $2K 2021
Fcs Urban Ministries $3K 2021
Hope House $8K 2021
Grace Christian Church $2K 2021
Mason Goodnight Fdn $2K 2023
Hospice of Ky $2K 2023
Community Foundation of Warren County $2K 2023
Boys & Girls Club $500 2023
Hotel INC $51K 2023
United Way of Southcentral Kentucky $5K 2023
Operation Pride $2K 2023

Page 1 of 2 · 33 total

Section VI

Filing History

Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.

Year Total Assets Qualifying Distributions Total Revenue Total Expenses
2023 $553K $32K $23K $66K
2022 $596K $35K $25K $63K
2021 $634K $38K $29K $29K
2020 $634K $33K $69K $90K
2019 $655K $33K $190K $81K
2015 $508K $25K $78K $60K
2014 $474K $24K $107K $54K
2013 $423K $23K $72K $41K
2012 $399K $20K $47K $50K
2011 $403K $19K $8K $44K

Section VII

Foundations Like This One

Similar in focus area, location, and asset size. Worth researching as part of the same campaign.