Funder DirectoryBERTIS WESTFALL CHARITABLE TRUST
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Private foundation (trust)EIN 262239756Est. 2008-08

BERTIS WESTFALL CHARITABLE TRUST

COLUMBIA, MO 65205

Total Assets

$559K

FY 2023

Annual Giving

$33K

FY 2023

Grants Made

4

FY 2023

Avg Grant

$8K

FY 2023

Grant Range

$8K–$8K

Typical

Deadlines

Applications

Focus Areas

PhilanthropyVoluntarism & Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$3K

Total Expenses

$40K

Qualifying Distributions

$35K

Distributable Amount

$26K

Min. Investment Return

$26K

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.

Giving Over Time

6 years

Giving over time from 2017 to 2023. Peak $42K in 2018. Hover bars for details.

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

Top Recipients

24 grants

AMERICAN HEART ASSOCIATION
$38K
4 grants
ALZHEIMERS ASSOCIATION
$38K
4 grants
AMERICAN CANCER SOCIETY
$38K
4 grants
THE AMERICAN CANCER SOCIE
$21K
2 grants
ALZHEIMER'S ASSOCIATION
$21K
2 grants
MUSCULAR DYSTROPHY ASSN
$21K
2 grants
AMERICAN HEART ASSOCIATIO
$21K
2 grants
THE CENTRAL MISSOURI CHAPTER OF
$20K
2 grants

Grant Size Distribution

24 grants

<$10K
16
grants
$10–50K
8
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

7 states

Florida
$58K
25% of total
Oklahoma
$50K
22% of total
Illinois
$48K
20% of total
Arizona
$31K
13% of total
Missouri
$21K
9% of total
Rhode Island
$18K
8% of total
Maryland
$8K
3% of total

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BERTIS WESTFALL CHARITABLE TRUST — Grants, Financials & Contact | Grantivo