Funder DirectoryTHE JULIUS AND BERTHA ORTH FOUNDATION
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Private foundation (trust)EIN 450427503Est. 1993-07

THE JULIUS AND BERTHA ORTH FOUNDATION

ROSEMOUNT, MN 55068

Accepts unsolicited proposals

Total Assets

$584K

FY 2024

Annual Giving

$30K

FY 2024

Grants Made

6

FY 2024

Avg Grant

$5K

FY 2024

Grant Range

$2K–$10K

Typical

Deadlines

By july 15th of each year.

Applications

Focus Areas

Environment

Financial Snapshot

2024 filing

Total Revenue

$30K

Total Expenses

$50K

Qualifying Distributions

$35K

Distributable Amount

$30K

Min. Investment Return

$30K

Undistributed Income

$19K

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

6 grants

Grant sizes from minimum $2K through median $4K to maximum $10K, 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

6 years

Giving over time from 2018 to 2024. Peak $33K in 2020. Hover bars for details.

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

Top Recipients

33 grants

WOMENS ACTION RESOURCE CENTER
$64K
6 grants
FARM RESCUE
$25K
5 grants
KNIFE RIVER CARE CENTER
$17K
1 grant
GIDEONS
$16K
5 grants
MERCER COUNTY HISTORICAL SOCIETY
$14K
4 grants
ADULT & TEEN CHALLENGE
$12K
2 grants
ENERGY WELLNESS CENTER
$11K
3 grants
BEULAH PUBLIC LIBRARY
$10K
2 grants

Grant Size Distribution

33 grants

<$10K
31
grants
$10–50K
2
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

North Dakota
$180K
98% of total
Minnesota
$3K
2% of total

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