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Berta Family Foundation Inc. is a private corporation based in BOWLING GREEN, KY. The foundation received its IRS ruling in 2006. The principal officer is Vince Berta. It holds total assets of $530K. Annual income is reported at $89K. Total assets have grown from $403K in 2011 to $553K in 2023. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in Kentucky and Tennessee. According to available records, Berta Family Foundation Inc. has made 15 grants totaling $87K, with a median grant of $2K. Annual giving has grown from $26K in 2021 to $61K in 2022. Individual grants have ranged from $100 to $50K, with an average award of $6K. The foundation has supported 11 unique organizations. The foundation primarily supports organizations in Kentucky, Indiana, Georgia, which account for 87% of all grants. Grantmaking reaches organizations across 4 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$800
Median Grant
$2K
Average Grant
$8K
Largest Grant
$40K
Based on 11 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Berta Family Foundation Inc. primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 15 grants. Its grantmaking reaches organizations primarily in KY, IN, GA.
Berta Family Foundation Inc. has distributed a total of $87K across 15 grants. The median grant size is $2K, with an average of $6K. Individual grants have ranged from $100 to $50K.
The application deadline is APPLICATIONS MAY BE SUBMITTED AT ANY TIME.. None.
Berta Family Foundation Inc. is headquartered in BOWLING GREEN, KY. While based in KY, the foundation distributes grants to organizations across 4 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Vince Berta | BOARD MEMBER | $0 | $0 | N/A |
| Kathleen Berta | BOARD MEMBER | $0 | $0 | N/A |
| Anthony Berta | BOARD MEMBER | $0 | $0 | N/A |
Total Giving
$66K
Total Assets
$553K
Fair Market Value
$685K
Net Worth
$553K
Grants Paid
$64K
Contributions
N/A
Net Investment Income
$23K
Distribution Amount
$32K
Total: $473K
Total Grants
15
Total Giving
$87K
Average Grant
$6K
Median Grant
$2K
Unique Recipients
11
Most Common Grant
$2K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Hope HouseGENERAL SUPPORT | Bowling Green, KY | $8K | 2021 |
| Hotel IncGENERAL SUPPORT | Bowling Green, KY | $50K | 2022 |
| Grace Christian ChurchGENERAL SUPPORT | Georgetown, KY | $5K | 2022 |
| Operation PrideGENERAL SUPPORT | Bowling Green, KY | $2K | 2022 |
| Mason Goodnight FdnGENERAL SUPPORT | Bowling Green, KY | $2K | 2022 |
| Bishop Noll High SchoolGENERAL SUPPORT | Hammond, IN | $2K | 2022 |
| Xavier High SchoolGENERAL SUPPORT | Cedar Rapids, IA | $1K | 2022 |
| Sunrise Children'S ServicesGENERAL SUPPORT | Mt Washington, KY | $100 | 2022 |
| Big Brothers & SistersGENERAL SUPPORT | Cedar Rapids, IA | $100 | 2022 |
| United Way Of Southcentral KentuckyGENERAL SUPPORT | Bowling Green, KY | $5K | 2021 |
| Fcs Urban MinistriesGENERAL SUPPORT | Atlanta, GA | $3K | 2021 |
FT MITCHELL, KY
LAGRANGE, KY
COVINGTON, KY