Bertha V Wilson Trust | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Bertha V Wilson Trust. Data shown is extracted from Form 990-PF filings.

EIN: 31-6467575

Foundation Overview

Based in Lancaster, OH, Bertha V Wilson Trust has awarded 59 grants totaling $185,664 to organizations in Ohio. Individual grants range from $400 to $20,000, with a median award of $1,500.

Latest Tax Year
2023
Total Giving (all years)
$185,664
Total Assets
$857,212
Median Grant (all grants)
$1,500

Latest Form 990-PF Snapshot

Total Grants
5
Median Grant
$2,000
% Median Grant Growth
+33% (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: 40%

2 of 5 recipients (40%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.

Geographic Focus
Ohio

100% of all grants are concentrated in Ohio, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Ohio, funding concentrates in Lancaster (68%), Amanda (7%), Baltimore (7%).

Funding Trajectory
-29%

Declining funding trend with 29% decrease over 3 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
Community Projects + 2 others

Diversified giving across multiple program areas with primary emphasis on community projects (42%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Bertha V Wilson 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
Protective Services $1,000 Lancaster, OH, US Holiday Donation For Childrens Christmas 2023
4-h Advisory Committee $15,030 Lancaster, OH, US 4-h Advisory Committee 4-h Camp 2023
Gorsuch Elemetary School $2,000 Lancaster, OH, US General Financial Support 2023
Bremen Boy Scout Troup 95 $1,000 Bremen, OH, US General Financial Support 2023
Ymca Of Lancaster Fairfield County $5,000 Lancaster, OH, US General Financial Support 2023
Protective Services $1,000 Lancaster, OH, US Holiday Donation For Childrens Christmas 2022
Amanda Clearcreek Ffa $1,500 Amanda, OH, US General Financial Support 2022
Lancaster Schools $1,500 Lancaster, OH, US Agriculture Classes 2022
Robert K Fox Ymca $2,000 Lancaster, OH, US Financial Support For Swim Program 2022
Gorsuch Elemetary School $2,000 Lancaster, OH, US General Financial Support 2022
Charity Newsies $1,000 Columbus, OH, US General Financial Support 2022
4-h Advisory Committee $18,438 Lancaster, OH, US 4-h Advisory Committee 4-h Camp 2022
Liberty Union Ffa Chapter $1,500 Baltimore, OH, US Agricultural Education 2022
Bloom Carroll Ffa Chapter $1,500 Carroll, OH, US School Program 2022
Tallmadge Elementery School $2,000 Lancaster, OH, US General Financial Support 2022
Protective Services $1,000 Lancaster, OH, US Holiday Donation For Childrens Christmas 2022
Amanda Clearcreek Ffa $1,500 Amanda, OH, US General Financial Support 2022
Lancaster Schools $1,500 Lancaster, OH, US Agriculture Classes 2022
Robert K Fox Ymca $2,000 Lancaster, OH, US Financial Support For Swim Program 2022
Gorsuch Elemetary School $2,000 Lancaster, OH, US General Financial Support 2022
Charity Newsies $1,000 Columbus, OH, US General Financial Support 2022
4-h Advisory Committee $18,438 Lancaster, OH, US 4-h Advisory Committee 4-h Camp 2022
Liberty Union Ffa Chapter $1,500 Baltimore, OH, US Agricultural Education 2022
Bloom Carroll Ffa Chapter $1,500 Carroll, OH, US School Program 2022
Tallmadge Elementery School $2,000 Lancaster, OH, US General Financial Support 2022
Protective Services $1,000 Lancaster, OH, US Holiday Donation For Childrens Christmas 2022
Amanda Clearcreek Ffa $1,500 Amanda, OH, US General Financial Support 2022
Lancaster Schools $1,500 Lancaster, OH, US Agriculture Classes 2022
Robert K Fox Ymca $2,000 Lancaster, OH, US Financial Support For Swim Program 2022
Gorsuch Elemetary School $2,000 Lancaster, OH, US General Financial Support 2022
Charity Newsies $1,000 Columbus, OH, US General Financial Support 2022
4-h Advisory Committee $18,438 Lancaster, OH, US 4-h Advisory Committee 4-h Camp 2022
Liberty Union Ffa Chapter $1,500 Baltimore, OH, US Agricultural Education 2022
Bloom Carroll Ffa Chapter $1,500 Carroll, OH, US School Program 2022
Tallmadge Elementery School $2,000 Lancaster, OH, US General Financial Support 2022
Protective Services $1,000 Lancaster, OH, US Holiday Donation For Children Christmas 2021
Amanda Clearcreek Ffa $2,000 Amanda, OH, US General Financial Support 2021
Lancaster Schools $2,000 Lancaster, OH, US Agriculture Classes 2021
Robert K Fox Ymca $2,000 Lancaster, OH, US Financial Support For Swim Program 2021
Mount Pleasant Elementary Pto $1,500 Lancaster, OH, US Student Achievement Program 2021
Gorsuch Elemetary School $2,000 Lancaster, OH, US T-shirts For Postive Behavorial Support 2021
Ross Hocking Extension Camp Assoc $6,600 Chillicothe, OH, US Fairfield County 2022 4-h Camp Program 2021
4-h Advisory Committee $1,035 Lancaster, OH, US 4-h Advisory Committee 4-h Camp 2021
Fairfield Union Ffa $2,000 Lancaster, OH, US General Financial Support 2021
Fairfield County 4-h Scholarship Fn $5,000 Lancaster, OH, US Fairfield County 4-hscholarship Fund 2021
Tallmadge Elementery School $1,200 Lancaster, OH, US Incentive T-shirts For Rrs Program 2021
Bloom Carroll Ffa Chapter $2,000 Carroll, OH, US School Program 2021
Liberty Union Ffa Chapter $2,000 Baltimore, OH, US Agricultural Education 2021
Farfield County Jobs Family Serv $1,000 Lancaster, OH, US Christmas Fund Drive For Children 2020
Bremen Cub Scout Pack 95 $1,000 Lancaster, OH, US General Financial Support 2020
Lancaster Fairfield Co Salvation Ar $1,000 Lancaster, OH, US General Financial Support 2020
Robert K Fox Ymca $2,000 Lancaster, OH, US Financial Support For Swim Program 2020
Mount Pleasant Elementary Pto $1,000 Lancaster, OH, US T-shirts For Student Achievement Program 2020
Bremen Elementary School Pto $1,065 Bremen, OH, US T-shirts For Student Achievement Program 2020
Gorsuch Elemetary School $993 Lancaster, OH, US T-shirts For Student Achievement Program 2020
Ross Hocking Extension Camp Assoc $20,000 Chillicothe, OH, US Fairfield County 2021 4-h Camp Program 2020
4-h Advisory Committee $400 Lancaster, OH, US 4-h Advisory Committee 2020
4-h Advisory Committee $3,527 Lancaster, OH, US 4-h Advisory Committee 2020 4-h Camp 2020
Fairfield Co Junior Fair Buyers Clu $2,000 Lancaster, OH, US Fairfield County Junior Fair Buyers Club 4-h 2020

Foundations Similar to Bertha V Wilson Trust

Discover 5 foundations with comparable assets ($852,051-$865,984), similar grant patterns, and geographic focus in OH 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: 34-6536218 | 109 grants awarded
$857,377
(≈ Similar)
$1,800
median grant
Urbana, OH
Same state
100%
Excellent match

EIN: 31-1448010 | 147 grants awarded
$858,061
(≈ Similar)
$2,000
median grant
Russia, OH
Same state
100%
Excellent match

EIN: 65-6413886 | 362 grants awarded
$855,291
(≈ Similar)
$1,000
median grant
Hudson, OH
Same state
100%
Excellent match

EIN: 73-6301424 | 75 grants awarded
$852,051
(≈ Similar)
$2,000
median grant
Cleveland, OH
Same state
100%
Excellent match

EIN: 01-6007242 | 10 grants awarded
$865,984
(≈ Similar)
$2,500
median grant
Brooklyn, OH
Same state
99%
Excellent match

Contact Information

Official contact details for Bertha V Wilson Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 31-6467575
Website N/A
Address CO E T BEERY 371 BALDWIN DR Lancaster, OH 43130-0000

Key People (1)

Board members, trustees, and key staff who oversee Bertha V Wilson Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Edward T Berry

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 Bertha V Wilson 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

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.