Private foundation
BERTHA FOUNDATION
GRAHAM, TXEIN
Can I apply?
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
- How to apply
- Deadlines
Private foundation
GRAHAM, TXEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2024 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
This is a count from past returns. It does not say the foundation will consider a new request. How it is counted: names are compared as written on the returns, without "The" at the start, without endings such as "Inc" or "LLC", and without spaces and punctuation. A recipient also counts as already listed when our records link it to the same organization as an earlier recipient, or when its name is almost the same as an earlier name (a trigram similarity of 0.8 or more, where 1 means identical). The state on the grant row is not compared. Grants that the foundation marked as paid to an individual, such as a scholarship, are left out of both numbers, and no count is shown when most of its grants are marked that way. A person whom the foundation did not mark as an individual is still counted as a recipient. A recipient can still look new when its name is written very differently from year to year, and two different recipients with almost the same name can be counted as one.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990-PF | $189,348 | $408,518 | $379,007 | $4,131,851 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 17% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| City of GrahamGraham, TX | Provide funds for the renovations to the City Hall. | $300,000 | 2019 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed. Some links come from other funders' returns: when three or more of them wrote the same name and state with one EIN, and the city on this row matches, we use that EIN. The name on this row is still shown as this funder wrote it.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Melissa York | President | 0.00 | $0 |
| Vicki Mills | Secretary | 0.00 | $0 |
| Blake Estess | Vice President | 0.00 | $0 |
| Sandra Estess | Director |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $4,131,851 |
| FY2023 | 990-PF | $99,507 | $376,125 | $354,870 | $4,351,021 | $4,351,021 |
| FY2022 | 990-PF | $133,771 | $372,153 | $348,524 | $4,627,639 | $4,627,639 |
| FY2021 | 990-PF | $172,103 | $355,323 | $336,188 | $4,866,021 | $4,866,021 |
| FY2020 | 990-PF | $212,732 | $301,750 | $287,921 | $5,049,241 | $5,049,241 |
| FY2019 | 990-PF | $172,665 | $418,344 | $405,393 | $5,138,259 | $5,138,259 |
| FY2018 | 990-PF | $96,229 | $393,669 | $372,912 | $5,383,938 | $5,383,938 |
| FY2017 | 990-PF | $237,650 | $349,548 | $339,311 | $5,681,378 | $5,681,378 |
| FY2016 | 990-PF | $187,383 | $407,241 | $378,848 | $5,793,276 | $5,793,276 |
| Provide funds for nursing scholarships, the Health Fair, and capital improvements. |
| $258,465 |
| 2022 |
| Wichita Falls Area Community FoundaWichita Falls, TX | Provide funds in support of various charitable endeavors and projects in and around Graham, TX. | $200,000 | 2018 |
| Wichita Falls Area Community FoundaWichita Falls, TX | Provide funds in support of various charitable endeavors and projects in and around Graham, TX. | $200,000 | 2016 |
| Wichita Falls Area Community FoundaWichita Falls, TX | Provide funds in support of various charitable endeavors and projects in and around Graham, TX. | $200,000 | 2017 |
| Graham Hospital FoundationGraham, TX | Provide funds for a new monitoring system. | $200,000 | 2024 |
| North Texas Community FoundationMatched to this organization because 5 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.Fort Worth, TX | Provide funds in support of various charitable endeavors and projects in and around Graham, TX. | $164,000 | 2023 |
| Wichita Falls Area Community FoundaWichita Falls, TX | Provide funds in support of various charitable endeavors and projects in and around Graham, TX. | $160,000 | 2021 |
| Graham Regional Medical CenterGraham, TX | Provide funds for the telemetry system and the health fair. | $150,000 | 2018 |
| Graham Regional Medical CenterGraham, TX | Provide funds for nursing scholarships, the Health Fair, and equipment purchases. | $113,500 | 2023 |
| Graham Area Crisis CenterGraham, TX | Provide funds for the renovations of the new building and to purchase a new freezer. | $101,665 | 2020 |
| Graham Friends of The ArcGraham, TX | Provide funds for Hero House. | $100,000 | 2024 |
| North Texas Community FoundationMatched to this organization because 5 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.Fort Worth, TX | Provide funds in support of various charitable endeavors and projects in and around Graham, TX. | $100,000 | 2016 |
| Habitat For HumanityGraham, TX | To provide funds for house build in 2022. | $75,000 | 2021 |
| City of GrahamGraham, TX | Provide funds for operating expenses associated with the Graham Library, pressure wash & treat building, and a book donation. | $61,454 | 2020 |
| Graham ISDGraham, TX | Provide funds to sponsore a table at the teacher appreciation banquet and the programs associated wtih Project Lead the Way. | $59,150 | 2017 |
| Old Post Office Museum Art CenterGraham, TX | Provided funds for the Archivist Project. | $50,000 | 2022 |
| Wichita Falls Area Community FoundaWichita Falls, TX | Provide funds in support of various charitable endeavors and projects in and around Graham, TX. | $40,000 | 2024 |
| Graham Regional Medical CenterGraham, TX | Provide funds for the payment of scholarships and the health fair. | $39,678 | 2017 |
| Graham Regional Medical CenterGraham, TX | Provide funds for the payment of scholarships, the health fair, and poinsettas displayed throughout hospital. | $37,343 | 2016 |
| Old Post Office Museum Art CenterGraham, TX | Provided funds for the Archivist Project. | $30,000 | 2023 |
| Old Post Office Museum Art CenterGraham, TX | Provided funds for the repair and replacement of the lighting and windows in the facility. | $30,000 | 2021 |
| City of GrahamGraham, TX | Provide funds for the purchase of lighting for the Memorial Auditorium. | $26,985 | 2020 |
| Graham Activity CenterGraham, TX | Provide funds for operating expenses, the purchase and install of new cabinets, countertops, doors and other maintenance expenses. | $26,209 | 2020 |
| City of GrahamGraham, TX | Provide funds for the renovations to the City Hall. | $24,000 | 2020 |
| 0.00 |
| $0 |
| Donald Shierry | Treasurer | 0.00 | $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202443189349101049
Form 990-PF · FY2022 · period ending Dec 31, 2022
Filing id 202342129349100409
Form 990-PF · FY2021 · period ending Dec 31, 2021
Filing id 202243169349100319
Form 990-PF · FY2020 · period ending Dec 31, 2020
Filing id 202131329349103608
Form 990-PF · FY2019 · period ending Dec 31, 2019
Filing id 202000919349100210
Form 990-PF · FY2018 · period ending Dec 31, 2018
Filing id 201900659349100315
Form 990-PF · FY2017 · period ending Dec 31, 2017
Filing id 201801289349101775
Form 990-PF · FY2016 · period ending Dec 31, 2016
Filing id 201741359349101384
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.