Berta Family Foundation Inc | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Berta Family Foundation Inc. Data shown is extracted from Form 990-PF filings.

EIN: 20-3803620

Foundation Overview

Based in Bowling Green, KY, Berta Family Foundation Inc has awarded 69 grants totaling $550,793 to organizations in Indiana, Kentucky and 3 other states across the US. Individual grants range from $100 to $51,000, with a median award of $1,800.

Latest Tax Year
2023
Total Giving (all years)
$550,793
Total Assets
$685,119
Median Grant (all grants)
$1,800

Latest Form 990-PF Snapshot

Total Grants
7
Median Grant
$1,800
% Median Grant Growth
+20% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Balanced Approach: 43%

3 of 7 recipients (43%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.

Geographic Focus
Kentucky

77% of all grants are concentrated in Kentucky, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Kentucky, funding concentrates in Bowling Green (83%), Georgetown (11%), Mt Washington (6%).

Funding Trajectory
+5%

Stable funding levels with 5% change over 7 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.

Program Areas
Community Projects

Highly focused on community projects with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Berta Family Foundation Inc's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Mason Goodnight Fdn $1,500 Bowling Green, KY, US General Support 2023
Operation Pride $1,800 Bowling Green, KY, US General Support 2023
United Way Of Southcentral Kentucky $5,000 Bowling Green, KY, US General Support 2023
Hotel Inc $51,000 Bowling Green, KY, US General Support 2023
Community Foundation Of Warren County $2,500 Bowling Green, KY, US General Support 2023
Hospice Of Ky $1,500 Bowling Green, KY, US General Support 2023
Boys & Girls Club $500 Bowling Green, KY, US General Support 2023
Bishop Noll High School $1,500 Hammond, IN, US General Support 2022
Mason Goodnight Fdn $1,500 Bowling Green, KY, US General Support 2022
Operation Pride $1,800 Bowling Green, KY, US General Support 2022
Grace Christian Church $5,000 Georgetown, KY, US General Support 2022
Sunrise Children's Services $100 Mt Washington, KY, US General Support 2022
Big Brothers & Sisters $100 Cedar Rapids, IA, US General Support 2022
Hotel Inc $50,000 Bowling Green, KY, US General Support 2022
Xavier High School $1,000 Cedar Rapids, IA, US General Support 2022
Bishop Noll High School $1,500 Hammond, IN, US General Support 2022
Mason Goodnight Fdn $1,500 Bowling Green, KY, US General Support 2022
Operation Pride $1,800 Bowling Green, KY, US General Support 2022
Grace Christian Church $5,000 Georgetown, KY, US General Support 2022
Sunrise Children's Services $100 Mt Washington, KY, US General Support 2022
Big Brothers & Sisters $100 Cedar Rapids, IA, US General Support 2022
Hotel Inc $50,000 Bowling Green, KY, US General Support 2022
Xavier High School $1,000 Cedar Rapids, IA, US General Support 2022
Bishop Noll High School $1,500 Hammond, IN, US General Support 2022
Mason Goodnight Fdn $1,500 Bowling Green, KY, US General Support 2022
Operation Pride $1,800 Bowling Green, KY, US General Support 2022
Grace Christian Church $5,000 Georgetown, KY, US General Support 2022
Sunrise Children's Services $100 Mt Washington, KY, US General Support 2022
Big Brothers & Sisters $100 Cedar Rapids, IA, US General Support 2022
Hotel Inc $50,000 Bowling Green, KY, US General Support 2022
Xavier High School $1,000 Cedar Rapids, IA, US General Support 2022
United Way Of Southcentral Kentucky $5,000 Bowling Green, KY, US General Support 2021
Bishop Noll High School $5,000 Hammond, IN, US General Support 2021
Mason Goodnight Fdn $1,500 Bowling Green, KY, US General Support 2021
Operation Pride $1,800 Bowling Green, KY, US General Support 2021
Fcs Urban Ministries $2,700 Atlanta, GA, US General Support 2021
Hope House $8,400 Bowling Green, KY, US General Support 2021
Grace Christian Church $1,500 Georgetown, KY, US General Support 2021
Holy Spirit Catholic Church $5,000 Bowling Green, KY, US General Support 2020
Boys And Girls Inc $40,000 Bowling Green, KY, US General Support 2020
Mason Goodnight Fdn $1,500 Bowling Green, KY, US General Support 2020
Operation Pride $1,500 Bowling Green, KY, US General Support 2020
Fcs Urban Ministries $6,750 Atlanta, GA, US General Support 2020
Hotel Inc $18,000 Bowling Green, KY, US General Support 2020
Hope House $1,600 Bowling Green, KY, US General Support 2020
Bg City Schools $10,000 Bowling Green, KY, US General Support 2020
Ymca Nashville $800 Nashville, TN, US General Support 2020
Smiles From The Heart $1,000 Murfreesboro, TN, US General Support 2020
Grace Christian Church $1,500 Georgetown, KY, US General Support 2020
Holy Spirit Catholic Church $6,100 Bowling Green, KY, US General Support 2018
Hotel Inc $20,000 Bowling Green, KY, US General Support 2018
United Way Of Southern Ky $2,500 Bowling Green, KY, US General Support 2018
Operation Pride $1,500 Bowling Green, KY, US General Support 2018
Sky Pac $7,729 Bowling Green, KY, US General Support 2018
Bishop Noll High School $10,000 Hammond, IN, US General Support 2018
Boys And Girls Inc $20,000 Bowling Green, KY, US General Support 2018
Loras College $500 Dubuque, IA, US General Support 2018
Holy Spirit Catholic Church $9,700 Bowling Green, KY, US General Support 2017
Hotel Inc $40,000 Bowling Green, KY, US General Support 2017
United Way Of Southern Ky $5,000 Bowling Green, KY, US General Support 2017
Operation Pride $1,500 Bowling Green, KY, US General Support 2017
Sky Pac $5,000 Bowling Green, KY, US General Support 2017
Holy Spirit Catholic Church $5,000 Bowling Green, KY, US General Support 2016
Hotel Inc $41,080 Bowling Green, KY, US General Support 2016
United Way Of Southern Ky $2,500 Bowling Green, KY, US General Support 2016
Operation Pride $1,500 Bowling Green, KY, US General Support 2016
Sky Pac $5,000 Bowling Green, KY, US General Support 2016
Commonwealth Health Foundation $3,334 Bowling Green, KY, US General Support 2016
Safe Haven Equine Ministries Inc $2,500 Georgetown, KY, US General Support 2016

Foundations Similar to Berta Family Foundation Inc

Discover 5 foundations with comparable assets ($624,023-$802,063), similar grant patterns, and geographic focus in KY that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 84-6937862 | 27 grants awarded
$657,310
(≈ Similar)
$1,500
median grant
Louisville, KY
Same state
98%
Excellent match

EIN: 31-0999062 | 85 grants awarded
$728,470
(≈ Similar)
$1,680
median grant
Louisville, KY
Same state
97%
Excellent match

EIN: 61-6037046 | 45 grants awarded
$736,762
(≈ Similar)
$2,500
median grant
Lexington, KY
Same state
96%
Excellent match

EIN: 20-8119107 | 62 grants awarded
$624,023
(≈ Similar)
$2,000
median grant
Louisville, KY
Same state
96%
Excellent match

EIN: 62-6361089 | 63 grants awarded
$802,063
(≈ Similar)
$1,500
median grant
Bowling Green, KY
Same state
91%
Excellent match

Contact Information

Official contact details for Berta Family Foundation Inc as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 20-3803620
Website N/A
Address 2480 SOUTH FORD AVE Bowling Green, KY 42103-7955

Key People (2)

Board members, trustees, and key staff who oversee Berta Family Foundation Inc's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Board Member
Board Member

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Berta Family Foundation Inc is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.