Funder DirectoryTHE BERTRAM & PATRICIA WITHAM
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Private foundation (trust)EIN 582535819Est. 2000-08

THE BERTRAM & PATRICIA WITHAM

HILTON HEAD, SC 29928

Accepts unsolicited proposals

Total Assets

$673K

FY 2023

Annual Giving

$13K

FY 2023

Grants Made

15

FY 2023

Avg Grant

$867

FY 2023

Grant Range

$500–$2K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$13K

Total Expenses

$16K

Qualifying Distributions

$13K

Distributable Amount

$33K

Min. Investment Return

$33K

Payout rate 39%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.39%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

15 grants

Grant sizes from minimum $500 through median $1K to maximum $2K, 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

2 years

Giving over time from 2018 to 2023. Peak $25K in 2018. Hover bars for details.

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

Top Recipients

36 grants

MOUNT HERMON
$10K
1 grant
CALVARY COMM CH
$2K
1 grant
EXPONENT PHILANTHROPY
$2K
2 grants
RADY'S CHILDREN'S HOSP
$1K
1 grant
LINCOLN CHARTER SCHOOL
$1K
1 grant
DENVER BAPTIST CHURCH
$1K
1 grant
ST JUDE CHILDRENS RESEARCH HOSPITAL
$1K
1 grant
BRIDGEPORT RESCUE MISSION
$1K
1 grant

Grant Size Distribution

36 grants

<$10K
36
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

13 states

California
$16K
41% of total
Georgia
$7K
17% of total
Connecticut
$5K
12% of total
North Carolina
$3K
8% of total
District of Columbia
$2K
6% of total
Tennessee
$2K
4% of total
Nebraska
$1K
3% of total
Texas
$1K
3% of total
Missouri
$500
1% of total
Ohio
$500
1% of total

+3 more states

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THE BERTRAM & PATRICIA WITHAM — Grants, Financials & Contact | Grantivo