Funder DirectoryBERTA FAMILY FOUNDATION INC
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Private foundation (trust)EIN 203803620Est. 2006-01

BERTA FAMILY FOUNDATION INC

BOWLING GREEN, KY 42103

Accepts unsolicited proposals

Total Assets

$685K

FY 2023

Annual Giving

$64K

FY 2023

Grants Made

7

FY 2023

Avg Grant

$9K

FY 2023

Grant Range

$500–$51K

Typical

Deadlines

Applications may be submitted at any t…

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$23K

Total Expenses

$66K

Qualifying Distributions

$66K

Distributable Amount

$32K

Min. Investment Return

$32K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

7 grants

Grant sizes from minimum $500 through median $2K to maximum $51K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $88K in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

41 grants

HOTEL INC
$139K
4 grants
BOYS AND GIRLS INC
$60K
2 grants
BISHOP NOLL HIGH SCHOOL
$17K
3 grants
HOLY SPIRIT CATHOLIC CHURCH
$11K
2 grants
UNITED WAY OF SOUTHCENTRAL KENTUCKY
$10K
2 grants
HOPE HOUSE
$10K
2 grants
BG CITY SCHOOLS
$10K
1 grant
FCS URBAN MINISTRIES
$9K
2 grants

Grant Size Distribution

41 grants

<$10K
35
grants
$10–50K
5
grants
$50–250K
1
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

5 states

Kentucky
$277K
90% of total
Indiana
$17K
5% of total
Georgia
$9K
3% of total
Tennessee
$2K
1% of total
Iowa
$2K
1% of total

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BERTA FAMILY FOUNDATION INC — Grants, Financials & Contact | Grantivo