Funder DirectoryBERTHA & ROBERT M WHITSON MEMORIAL FUND
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Private foundation (trust)EIN 366423350Est. 1973-09

BERTHA & ROBERT M WHITSON MEMORIAL FUND

DALLAS, TX 752653067

Total Assets

$513K

FY 2024

Annual Giving

$20K

FY 2024

Grants Made

4

FY 2024

Avg Grant

$5K

FY 2024

Grant Range

$200–$19K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$42K

Total Expenses

$29K

Qualifying Distributions

$23K

Distributable Amount

$25K

Min. Investment Return

$25K

Undistributed Income

$3K

Payout rate 94%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.94%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

4 grants

Grant sizes from minimum $200 through median $500 to maximum $19K, 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 2020 to 2024. Peak $34K in 2020. Hover bars for details.

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

Top Recipients

21 grants

HINSDALE SANITARIUM AND
$110K
5 grants
DAUGHTERS OF THE AMER
$3K
5 grants
AMERICAN RED CROSS
$3K
5 grants
ST CHARLES HISTORICAL
$1K
5 grants
CT INST FOR THE BLIND
$911
1 grant

Grant Size Distribution

21 grants

<$10K
16
grants
$10–50K
5
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

3 states

Illinois
$114K
97% of total
District of Columbia
$3K
2% of total
Connecticut
$911
1% of total

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