Bertis Westfall Charitable Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Bertis Westfall Charitable Trust. Data shown is extracted from Form 990-PF filings.
EIN: 26-2239756
Foundation Overview
Based in Columbia, MO, Bertis Westfall Charitable Trust has awarded 40 grants totaling $395,545 to organizations in Rhode Island, Oklahoma and 5 other states across the US. Individual grants range from $8,174 to $10,754, with a median award of $9,900.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
0 of 4 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.
Geographic Focus
Grants are geographically diversified with 25% in Florida and funding distributed across 7 total locations. This foundation values broad geographic impact and diverse community partnerships. Within Florida, funding concentrates in Saint Petersburg (60%), St Petersburg (40%).
Funding Trajectory
Declining funding trend with 24% decrease over 7 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.
Program Areas
Dual focus on community projects (67%) and general purposes, indicating strategic concentration in complementary program areas.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Bertis Westfall Charitable Trust'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 |
|---|---|---|---|---|
| Muscular Dystrophy Association | $8,174 | Providence, RI, US | Project Support | 2023 |
| American Cancer Society | $8,174 | Hagerstown, MD, US | Project Support | 2023 |
| Alzheimers Association | $8,174 | Chicago, IL, US | Project Support | 2023 |
| American Heart Association | $8,174 | Saint Petersburg, FL, US | Project Support | 2023 |
| Muscular Dystrophy Association | $9,673 | Providence, RI, US | Project Support | 2022 |
| American Cancer Society | $9,673 | Oklahoma City, OK, US | Project Support | 2022 |
| Alzheimers Association | $9,673 | Chicago, IL, US | Project Support | 2022 |
| American Heart Association | $9,673 | Saint Petersburg, FL, US | Project Support | 2022 |
| Muscular Dystrophy Association | $9,673 | Providence, RI, US | Project Support | 2022 |
| American Cancer Society | $9,673 | Oklahoma City, OK, US | Project Support | 2022 |
| Alzheimers Association | $9,673 | Chicago, IL, US | Project Support | 2022 |
| American Heart Association | $9,673 | Saint Petersburg, FL, US | Project Support | 2022 |
| Muscular Dystrophy Association | $9,673 | Providence, RI, US | Project Support | 2022 |
| American Cancer Society | $9,673 | Oklahoma City, OK, US | Project Support | 2022 |
| Alzheimers Association | $9,673 | Chicago, IL, US | Project Support | 2022 |
| American Heart Association | $9,673 | Saint Petersburg, FL, US | Project Support | 2022 |
| The Central Missouri Chapter Of | $9,994 | Chicago, IL, US | Project Support | 2021 |
| American Cancer Society | $9,994 | Oklahoma City, OK, US | Project Support | 2021 |
| Alzheimers Association | $9,994 | Chicago, IL, US | Project Support | 2021 |
| American Heart Association | $9,994 | Saint Petersburg, FL, US | Project Support | 2021 |
| The Central Missouri Chapter Of | $9,806 | Tucson, AZ, US | Project Support | 2020 |
| American Cancer Society | $9,806 | Oklahoma City, OK, US | Project Support | 2020 |
| Alzheimers Association | $9,806 | Chicago, IL, US | Project Support | 2020 |
| American Heart Association | $9,806 | Saint Petersburg, FL, US | Project Support | 2020 |
| Alzheimer's Association | $10,421 | Columbia, MO, US | General Use | 2018 |
| American Heart Associatio | $10,421 | St Petersburg, FL, US | General Use | 2018 |
| Muscular Dystrophy Assn | $10,421 | Tucson, AZ, US | General Use | 2018 |
| The American Cancer Socie | $10,422 | Oklahoma City, OK, US | General Use | 2018 |
| Alzheimer's Association | $10,359 | Columbia, MO, US | General Use | 2017 |
| American Heart Associatio | $10,359 | St Petersburg, FL, US | General Use | 2017 |
| Muscular Dystrophy Assn | $10,359 | Tucson, AZ, US | General Use | 2017 |
| The American Cancer Socie | $10,359 | Oklahoma City, OK, US | General Use | 2017 |
| Alzheimer's Association | $10,359 | Columbia, MO, US | General Use | 2017 |
| American Heart Associatio | $10,359 | St Petersburg, FL, US | General Use | 2017 |
| Muscular Dystrophy Assn | $10,359 | Tucson, AZ, US | General Use | 2017 |
| The American Cancer Socie | $10,359 | Oklahoma City, OK, US | General Use | 2017 |
| Alzheimer's Association | $10,754 | Columbia, MO, US | General Use | 2016 |
| American Heart Associatio | $10,754 | St Petersburg, FL, US | General Use | 2016 |
| Muscular Dystrophy Assn | $10,754 | Tucson, AZ, US | General Use | 2016 |
| The American Cancer Socie | $10,754 | Oklahoma City, OK, US | General Use | 2016 |
Foundations Similar to Bertis Westfall Charitable Trust
Discover 5 foundations with comparable assets ($553,237-$563,417), similar grant patterns, and geographic focus in MO 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 |
|---|---|---|---|---|
|
A L Johnson Charitable Trust
EIN: 23-6222364 | 26 grants awarded |
$557,986
(≈ Similar) |
$6,500
median grant |
Saint Louis, MO
Same state |
|
|
Hendricks Elizabeth W Tuw
EIN: 94-6178429 | 18 grants awarded |
$563,417
(≈ Similar) |
$13,000
median grant |
Saint Louis, MO
Same state |
|
|
Freudenthal Foundation Inc
EIN: 46-2825690 | 37 grants awarded |
$554,329
(≈ Similar) |
$5,000
median grant |
St Joseph, MO
Same state |
|
|
Whelen Sarah Yeates Td
EIN: 23-6220452 | 18 grants awarded |
$554,197
(≈ Similar) |
$12,300
median grant |
Saint Louis, MO
Same state |
|
|
Ruth N Moulton Charitable Trust
EIN: 30-6183325 | 32 grants awarded |
$553,237
(≈ Similar) |
$7,548.5
median grant |
Springfield, MO
Same state |
|
Related Foundation Resources in MO:
Contact Information
Official contact details for Bertis Westfall Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 26-2239756 |
| Website | N/A |
| Address | 720 E BROADWAY 4TH FLOOR Columbia, MO 65201-4444 |
Key People (1)
Board members, trustees, and key staff who oversee Bertis Westfall Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | The Central Trust Bank |
|---|
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 Bertis Westfall Charitable Trust 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
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