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Also known as: C/O DONALD R MERING
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The Bert Foundation Inc. is a private corporation based in BALTIMORE, MD. The foundation received its IRS ruling in 1999. The principal officer is Dopnald R Mering. It holds total assets of $2.4M. Annual income is reported at $1.5M. Total assets have grown from $655K in 2011 to $2.6M in 2023. The foundation is governed by 4 officers and trustees. 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 2016 to 2023. According to available records, The Bert Foundation Inc. has made 10 grants totaling $1.8M, with a median grant of $200K. The foundation has distributed between $325K and $800K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $800K distributed across 4 grants. Individual grants have ranged from $75K to $260K, with an average award of $179K. The foundation has supported 2 unique organizations. Grant recipients are concentrated in Maryland. 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.
The Bert Foundation Inc. primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 10 grants. Its grantmaking reaches organizations primarily in MD.
The Bert Foundation Inc. has distributed a total of $1.8M across 10 grants. The median grant size is $200K, with an average of $179K. Individual grants have ranged from $75K to $260K.
The Bert Foundation Inc. typically selects its grantees rather than accepting unsolicited proposals.
The Bert Foundation Inc. is headquartered in BALTIMORE, MD.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Donald R Mering | PRESIDENT | $0 | $0 | N/A |
| John P Edgar | VICE PRESIDENT | $0 | $0 | N/A |
| Carolanne Harris | SECRETARY | $0 | $0 | N/A |
| S Scott Tate | TREASURER | $0 | $0 | N/A |
Total Giving
$369K
Total Assets
$2.6M
Fair Market Value
$3.5M
Net Worth
$2.6M
Grants Paid
$325K
Contributions
N/A
Net Investment Income
$181K
Distribution Amount
$165K
Total: $1.5M
Total Grants
10
Total Giving
$1.8M
Average Grant
$179K
Median Grant
$200K
Unique Recipients
2
Most Common Grant
$250K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| United Way Of Central MarylandSUPPORT EXEMPT PURPOSESSUPPORT EXEMPT PURPOSES | Baltimore, MD | $250K | 2023 |
| The Chesapeake Bay FoundationSUPPORT EXEMPT PURPOSES | Annapolis, MD | $75K | 2023 |
BALTIMORE, MD
OWINGS MILLS, MD
HANOVER, MD