Funder DirectoryBERTHA MORERE TRUST XXXXX4001
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Private foundation (trust)EIN 726056383Est. 1976-01

BERTHA MORERE TRUST XXXXX4001

CHICAGO, IL 60603

Total Assets

$783K

FY 2023

Annual Giving

$31K

FY 2023

Grants Made

6

FY 2023

Avg Grant

$5K

FY 2023

Grant Range

$4K–$6K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$44K

Total Expenses

$44K

Qualifying Distributions

$35K

Distributable Amount

$36K

Min. Investment Return

$37K

Undistributed Income

$32K

Payout rate 97%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.97%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

6 grants

Grant sizes from minimum $4K through median $5K to maximum $6K, 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 $36K in 2020. Hover bars for details.

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

Top Recipients

30 grants

ROMAN CATHOLIC CHURCH
$31K
5 grants
THE FIRST CHURCH OF CHRIST
$28K
5 grants
LUTHERAN CHURCH MISSOURI SYNOD
$28K
5 grants
PRESBYTERIAN CHURCH USA
$28K
5 grants
DOMESTIC & FOREIGN MISSIONARY SOC
$27K
5 grants
SOUTHERN BAPTIST CONVENTION
$27K
5 grants

Grant Size Distribution

30 grants

<$10K
30
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

6 states

Louisiana
$31K
18% of total
Massachusetts
$28K
17% of total
Missouri
$28K
17% of total
Indiana
$28K
17% of total
New York
$27K
16% of total
Tennessee
$27K
16% of total

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BERTHA MORERE TRUST XXXXX4001 — Grants, Financials & Contact | Grantivo