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Bertha Morton Trust is a private trust based in SAINT LOUIS, MO. The foundation received its IRS ruling in 1978. The principal officer is Norwest Capital Mgt & Trust Co. It holds total assets of $1.9M. Annual income is reported at $719K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2018 to 2023. According to available records, Bertha Morton Trust has made 5 grants totaling $510K, with a median grant of $100K. The foundation has distributed between $100K and $200K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $200K distributed across 2 grants. Individual grants have ranged from $100K to $110K, with an average award of $102K. Grant recipients are concentrated in Montana. Contributions to this foundation are tax-deductible.
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.
Bertha Morton Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 5 grants. Its grantmaking reaches organizations primarily in MT.
Bertha Morton Trust has distributed a total of $510K across 5 grants. The median grant size is $100K, with an average of $102K. Individual grants have ranged from $100K to $110K.
Bertha Morton Trust typically selects its grantees rather than accepting unsolicited proposals.
Bertha Morton Trust is headquartered in SAINT LOUIS, MO.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Wells Fargo Bank N A | TRUSTEE | $33K | $0 | $33K |
Total Giving
$138K
Total Assets
$1.9M
Fair Market Value
$2.4M
Net Worth
$1.9M
Grants Paid
$100K
Contributions
N/A
Net Investment Income
$388K
Distribution Amount
$107K
Total: $390K
Total Grants
5
Total Giving
$510K
Average Grant
$102K
Median Grant
$100K
Unique Recipients
1
Most Common Grant
$100K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| University Of Montana FoundationGENERAL OPERATING | Missoula, MT | $100K | 2023 |