Private foundation (trust)EIN 471081615Est. 2014-10

BERTI FOUNDATION

WINSTON SALEM, NC 271052667

Total Assets

$7K

FY 2023

Annual Giving

$381K

FY 2023

Grants Made

8

FY 2023

Avg Grant

$48K

FY 2023

Grant Range

$500–$210K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$386K

Total Expenses

$390K

Qualifying Distributions

$390K

Distributable Amount

$232

Min. Investment Return

$232

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

8 grants

Grant sizes from minimum $500 through median $25K to maximum $210K, 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

4 years

Giving over time from 2020 to 2023. Peak $454K in 2020. Hover bars for details.

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

Top Recipients

31 grants

American Educational Assistance Fnd
$385K
2 grants
American Educational Assistance Fou
$294K
2 grants
The Arts Council of WS
$225K
4 grants
Carnegie Hall
$200K
3 grants
Memorial Sloan Kettering Cancer Ctr
$150K
3 grants
LA Promise Fund
$100K
4 grants
Citymeals on Wheels
$60K
3 grants
PlumpJack Foundation
$40K
3 grants

Grant Size Distribution

31 grants

<$10K
5
grants
$10–50K
20
grants
$50–250K
6
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

7 states

Tennessee
$679K
45% of total
New York
$410K
27% of total
North Carolina
$225K
15% of total
California
$140K
9% of total
Colorado
$61K
4% of total
Mississippi
$500
0% of total
Ohio
$500
0% of total

Ready to work on a proposal for BERTI FOUNDATION?

Open a draft with this funder pre-selected. Add guidelines when you have them.

Draft an application for BERTI FOUNDATION
Funder alerts

Track BERTI FOUNDATION

Get an email when Grantivo has new data for BERTI FOUNDATION, such as a fresh IRS filing, updated financials, or newly reported grants. No account needed.

Free. Unsubscribe anytime. Or create an account to draft an application.

BERTI FOUNDATION — Grants, Financials & Contact | Grantivo