Bertha Foundation | Foundation Profile

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

EIN: 75-6050023

Foundation Overview

Based in Graham, TX, Bertha Foundation has awarded 119 grants totaling $4,084,204 to organizations in Texas. Individual grants range from $40 to $300,000, with a median award of $5,000.

Latest Tax Year
2024
Total Giving (all years)
$4,084,204
Total Assets
$8,305,165
Median Grant (all grants)
$5,000

Latest Form 990-PF Snapshot

Total Grants
18
Median Grant
$3,500
% Median Grant Growth
+75% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: March 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: 33%

6 of 18 recipients (33%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.

Geographic Focus
Texas

100% of all grants are concentrated in Texas, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Texas, funding concentrates in Graham (91%), Wichita Falls (6%), Fort Worth (2%).

Funding Trajectory
-5%

Stable funding levels with 5% change over 8 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.

Program Areas
General Purposes + 3 others

Diversified giving across multiple program areas with primary emphasis on general purposes (60%). 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 Foundation'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
Graham Concert Assn $2,000 Graham, TX, US Provide Funds For Operating Expenses. 2024
Graham Regional Medical Center $3,500 Graham, TX, US Provide Funds For Nursing Scholarships, The Health Fair, And Equipment Purchases. 2024
Graham Senior Citizen Center $1,260 Graham, TX, US Provide Funds For Repair And Maintenance Costs Incurred. 2024
Wichita Falls Area Community Founda $40,000 Wichita Falls, TX, US Provide Funds In Support Of Various Charitable Endeavors And Projects In And Around Graham, Tx. 2024
Rotary Club Of Graham Texas $5,000 Graham, TX, US Provided Funds For The Operation Of The Duck Derby Held On October 19, 2024. 2024
Friends Of The Library Graham Texas $618 Graham, TX, US Provide Funds For Operating Expenses Associated With Dolly Parton's Imagination Library. 2024
Graham Friends Of The Arc $100,000 Graham, TX, US Provide Funds For Hero House. 2024
Holidays And Heroes $3,000 River Oaks, TX, US Provide Funds For Operational Expenses. 2024
Graham Hospital Foundation $200,000 Graham, TX, US Provide Funds For A New Monitoring System. 2024
Graham Concert Assn $2,000 Graham, TX, US Provide Funds For Operating Expenses. 2024
Graham Regional Medical Center $3,500 Graham, TX, US Provide Funds For Nursing Scholarships, The Health Fair, And Equipment Purchases. 2024
Graham Senior Citizen Center $1,260 Graham, TX, US Provide Funds For Repair And Maintenance Costs Incurred. 2024
Wichita Falls Area Community Founda $40,000 Wichita Falls, TX, US Provide Funds In Support Of Various Charitable Endeavors And Projects In And Around Graham, Tx. 2024
Rotary Club Of Graham Texas $5,000 Graham, TX, US Provided Funds For The Operation Of The Duck Derby Held On October 19, 2024. 2024
Friends Of The Library Graham Texas $618 Graham, TX, US Provide Funds For Operating Expenses Associated With Dolly Parton's Imagination Library. 2024
Graham Friends Of The Arc $100,000 Graham, TX, US Provide Funds For Hero House. 2024
Holidays And Heroes $3,000 River Oaks, TX, US Provide Funds For Operational Expenses. 2024
Graham Hospital Foundation $200,000 Graham, TX, US Provide Funds For A New Monitoring System. 2024
Graham Concert Assn $2,000 Graham, TX, US Provide Funds For Operating Expenses. 2023
Graham Regional Medical Center $113,500 Graham, TX, US Provide Funds For Nursing Scholarships, The Health Fair, And Equipment Purchases. 2023
North Central Texas College Foundat $160 Graham, TX, US Provide Funds For Repair And Maintenance Costs Incurred. 2023
Graham Senior Citizen Center $160 Graham, TX, US Provide Funds For Repair And Maintenance Costs Incurred. 2023
North Texas Community Foundation $164,000 Fort Worth, TX, US Provide Funds In Support Of Various Charitable Endeavors And Projects In And Around Graham, Tx. 2023
Rotary Club Of Graham Texas $5,000 Graham, TX, US Provided Funds For The Operation Of The Duck Derby Held On September 16, 2023. 2023
Virginia's House Family Center $900 Graham, TX, US Provide Funds For Casa Meals Program. 2023
City Of Graham $1,311 Graham, TX, US Provide Funds For Operating Expenses Associated With The Graham Library. 2023
City Of Graham $195 Graham, TX, US Provide Funds For Repair And Maintenance Costs Incurred. 2023
Graham Chamber Of Commerce $20,000 Graham, TX, US Provide Funds For The Purchase Of A Marquee Sign. 2023
Old Post Office Museum Art Center $30,000 Graham, TX, US Provided Funds For The Archivist Project. 2023
Graham Isd $200 Graham, TX, US Provide Funds To Sponsore A Table At The Teacher Appreciation Banquet. 2022
Graham Concert Assn $2,000 Graham, TX, US Provide Funds For Operating Expenses. 2022
Graham Regional Medical Center $258,465 Graham, TX, US Provide Funds For Nursing Scholarships, The Health Fair, And Capital Improvements. 2022
Rotary Club Of Graham Texas $5,000 Graham, TX, US Provided Funds For The Operation Of The Duck Derby Held On September 17, 2022. 2022
North Central Texas College $388 Graham, TX, US Provide Funds For Operating Expenses Associated With The Graham Campus. 2022
City Of Graham $2,958 Graham, TX, US Provide Funds For Operating Expenses Associated With The Graham Library. 2022
Graham Activity Center $1,173 Graham, TX, US Provide Funds For Other Maintenance Expenses. 2022
City Of Graham $1,064 Graham, TX, US Provide Funds For The Painting At The City's Cementary. 2022
Old Post Office Museum Art Center $50,000 Graham, TX, US Provided Funds For The Archivist Project. 2022
Friends Of The Library Graham Texas $9,000 Graham, TX, US Provide Funds For Operating Expenses Associated With Dolly Parton's Imagination Library. 2022
Graham Isd $200 Graham, TX, US Provide Funds To Sponsore A Table At The Teacher Appreciation Banquet. 2022
Graham Concert Assn $2,000 Graham, TX, US Provide Funds For Operating Expenses. 2022
Graham Regional Medical Center $258,465 Graham, TX, US Provide Funds For Nursing Scholarships, The Health Fair, And Capital Improvements. 2022
Rotary Club Of Graham Texas $5,000 Graham, TX, US Provided Funds For The Operation Of The Duck Derby Held On September 17, 2022. 2022
North Central Texas College $388 Graham, TX, US Provide Funds For Operating Expenses Associated With The Graham Campus. 2022
City Of Graham $2,958 Graham, TX, US Provide Funds For Operating Expenses Associated With The Graham Library. 2022
Graham Activity Center $1,173 Graham, TX, US Provide Funds For Other Maintenance Expenses. 2022
City Of Graham $1,064 Graham, TX, US Provide Funds For The Painting At The City's Cementary. 2022
Old Post Office Museum Art Center $50,000 Graham, TX, US Provided Funds For The Archivist Project. 2022
Friends Of The Library Graham Texas $9,000 Graham, TX, US Provide Funds For Operating Expenses Associated With Dolly Parton's Imagination Library. 2022
Graham Isd $200 Graham, TX, US Provide Funds To Sponsore A Table At The Teacher Appreciation Banquet. 2022
Graham Concert Assn $2,000 Graham, TX, US Provide Funds For Operating Expenses. 2022
Graham Regional Medical Center $258,465 Graham, TX, US Provide Funds For Nursing Scholarships, The Health Fair, And Capital Improvements. 2022
Rotary Club Of Graham Texas $5,000 Graham, TX, US Provided Funds For The Operation Of The Duck Derby Held On September 17, 2022. 2022
North Central Texas College $388 Graham, TX, US Provide Funds For Operating Expenses Associated With The Graham Campus. 2022
City Of Graham $2,958 Graham, TX, US Provide Funds For Operating Expenses Associated With The Graham Library. 2022
Graham Activity Center $1,173 Graham, TX, US Provide Funds For Other Maintenance Expenses. 2022
City Of Graham $1,064 Graham, TX, US Provide Funds For The Painting At The City's Cementary. 2022
Old Post Office Museum Art Center $50,000 Graham, TX, US Provided Funds For The Archivist Project. 2022
Friends Of The Library Graham Texas $9,000 Graham, TX, US Provide Funds For Operating Expenses Associated With Dolly Parton's Imagination Library. 2022
Graham Concert Assn $2,000 Graham, TX, US Provide Funds For Operating Expenses. 2021
Graham Regional Medical Center $6,769 Graham, TX, US Provide Funds For Nursing Scholarships. 2021
North Central Texas College Foundat $20,000 Graham, TX, US Provide Funds For Dual-credit Scholarships. 2021
Wichita Falls Area Community Founda $160,000 Wichita Falls, TX, US Provide Funds In Support Of Various Charitable Endeavors And Projects In And Around Graham, Tx. 2021
Rotary Club Of Graham Texas $5,000 Graham, TX, US Provided Funds For The Operation Of The Duck Derby Held On September 25, 2021. 2021
Virginia's House Family Center $900 Graham, TX, US Provide Funds For Casa Meals Program. 2021
City Of Graham $2,241 Graham, TX, US Provide Funds For Operating Expenses Associated With The Graham Library. 2021
First United Methodist Church $5,000 Graham, TX, US Provide Funds For Match Of Priddy Foundation Grant For "our Daily Bread". 2021
Graham Activity Center $762 Graham, TX, US Provide Funds For Other Maintenance Expenses. 2021
Habitat For Humanity $75,000 Graham, TX, US To Provide Funds For House Build In 2022. 2021
Old Post Office Museum Art Center $30,000 Graham, TX, US Provided Funds For The Repair And Replacement Of The Lighting And Windows In The Facility. 2021
Friends Of The Library Graham Texas $12,000 Graham, TX, US Provide Funds For Operating Expenses. 2021
Graham Regional Medical Center $13,428 Graham, TX, US Provide Funds For Nursing Scholarships. 2020
City Of Graham $24,000 Graham, TX, US Provide Funds For The Renovations To The City Hall. 2020
North Central Texas College Foundat $160 Graham, TX, US Provide Funds For Opertional Expenses. 2020
Graham Senior Citizen Center $2,184 Graham, TX, US Provide Funds For Repair And Maintenance Costs Incurred. 2020
Rotary Club Of Graham Texas $5,000 Graham, TX, US Provided Funds For The Operation Of The Duck Derby Held On April 18, 2020. 2020
Virginia's House Family Center $4,600 Graham, TX, US Provide Funds For Casa Meals And The Roar Program. 2020
City Of Graham $61,454 Graham, TX, US Provide Funds For Operating Expenses Associated With The Graham Library, Pressure Wash & Treat Building, And A Book Donation. 2020
First United Methodist Church $4,000 Graham, TX, US Provide Funds For Match Of Priddy Foundation Grant For "our Daily Bread". 2020
Graham Activity Center $26,209 Graham, TX, US Provide Funds For Operating Expenses, The Purchase And Install Of New Cabinets, Countertops, Doors And Other Maintenance Expenses. 2020
Graham Area Crisis Center $101,665 Graham, TX, US Provide Funds For The Renovations Of The New Building And To Purchase A New Freezer. 2020
City Of Graham $26,985 Graham, TX, US Provide Funds For The Purchase Of Lighting For The Memorial Auditorium. 2020
Graham Chamber Of Commerce $5,000 Graham, TX, US Provide Funds For The You Lead Class Of 2021 Standpipe Mountain Project. 2020
Graham Concert Assn $2,000 Graham, TX, US Provide Funds For Operating Expenses. 2019
Graham Regional Medical Center $23,500 Graham, TX, US Provide Funds For Nursing Scholarships, Poinsettias, And The Health Fair. 2019
City Of Graham $300,000 Graham, TX, US Provide Funds For The Renovations To The City Hall. 2019
Graham Senior Citizen Center $16,570 Graham, TX, US Provide Funds For The Purchase Of Equipment Items, Rental Storage Fees, And Repair And Maintenance Costs Incurred. 2019
Virginia's House Family Center $700 Graham, TX, US Provide Funds For Casa Meals. 2019
North Central Texas College $20,000 Graham, TX, US Provide Funds For Operating Expenses Associated With The Graham Campus. 2019
City Of Graham $3,200 Graham, TX, US Provide Funds For Operating Expenses Associated With The Graham Library And A Book Donation. 2019
First United Methodist Church $3,600 Graham, TX, US Provide Funds For Match Of Priddy Foundation Grant For "our Daily Bread". 2019
Remembering Wyatt Dale Water Safety $5,000 Graham, TX, US Provide Funds For Operating Expenses. 2019
Catholic Charities Diocese Of Fort $5,000 Wichita Falls, TX, US Provide Funds For Operating Expenses. 2019
Graham Activity Center $13,424 Graham, TX, US Provide Funds To Establish A New Bank Account, Trim Trees, And Other Maintenance Expenses Incurred. 2019
Graham Isd $200 Graham, TX, US Provide Funds To Sponsore A Table At The Teacher Appreciation Banquet . 2018
Graham Concert Assn $2,000 Graham, TX, US Provide Funds For Operating Expenses. 2018
Graham Regional Medical Center $150,000 Graham, TX, US Provide Funds For The Telemetry System And The Health Fair. 2018
City Of Graham $211 Graham, TX, US Provide Funds For Operational Expenses Associated With The Graham Library. 2018
Wichita Falls Area Community Founda $200,000 Wichita Falls, TX, US Provide Funds In Support Of Various Charitable Endeavors And Projects In And Around Graham, Tx. 2018
Rotary Club Of Graham Texas $5,000 Graham, TX, US Provided Funds For The Operation Of The Duck Derby Held On April 7, 2018. 2018
Virginia's House Family Center $541 Graham, TX, US Provided Funds For Bracelets And Page Markers. 2018
North Star Casa $1,500 Graham, TX, US Provided Funds For The 2018 Luncheon. 2018
Graham Isd $59,150 Graham, TX, US Provide Funds To Sponsore A Table At The Teacher Appreciation Banquet And The Programs Associated Wtih Project Lead The Way. 2017
Graham Concert Assn $2,000 Graham, TX, US Provide Funds For Operating Expenses. 2017
Graham Regional Medical Center $39,678 Graham, TX, US Provide Funds For The Payment Of Scholarships And The Health Fair. 2017
City Of Graham $23,668 Graham, TX, US Provide Funds For Operational Expenses Associated With The Graham Library And To Restore The Swinging Bridge Across Salt Creek. 2017
Wichita Falls Area Community Founda $200,000 Wichita Falls, TX, US Provide Funds In Support Of Various Charitable Endeavors And Projects In And Around Graham, Tx. 2017
Graham Community Foundation $500 Graham, TX, US Provide Funds For The New Century Veterans Memorial Project. 2017
90th Judicial District Attorney $450 Graham, TX, US Provide Funds For Shootout Sponsorship. 2017
Graham Isd $4,753 Graham, TX, US Provide Funds To Sponsore A Table At The Teacher Appreciation Banquet And To Purchase Various Operational Items And Signage For Outdoor Classroom Located At Pioneer Elementary. 2016
Graham Concert Assn $2,000 Graham, TX, US Provide Funds For Operating Expenses. 2016
Graham Regional Medical Center $37,343 Graham, TX, US Provide Funds For The Payment Of Scholarships, The Health Fair, And Poinsettas Displayed Throughout Hospital. 2016
City Of Graham $8,093 Graham, TX, US Provide Funds For Operational Expenses Associated With The Graham Library, Keep Graham Beautiful, And With Beautifying The City Parks. 2016
North Central Texas College Foundat $20,000 Graham, TX, US Provide Funds For 2016-2017 Scholarships. 2016
Graham Senior Citizen Center $40 Graham, TX, US Provide Funds For The Repair And Maintenance Costs Incurred. 2016
Wichita Falls Area Community Founda $200,000 Wichita Falls, TX, US Provide Funds In Support Of Various Charitable Endeavors And Projects In And Around Graham, Tx. 2016
North Texas Community Foundation $100,000 Fort Worth, TX, US Provide Funds In Support Of Various Charitable Endeavors And Projects In And Around Graham, Tx. 2016
Graham Public Education Foundation $500 Graham, TX, US Provide Funds To Support The Bowling For Education Event To Provide Grants To Teachers For Innovative And Imaginative Programs And Projects To Graham Isd Students. 2016
Graham Regional Theatre $500 Graham, TX, US Provide Funds For Operational Expenses Associated With The Theatre. 2016

Foundations Similar to Bertha Foundation

Discover 5 foundations with comparable assets ($8,199,592-$8,394,071), similar grant patterns, and geographic focus in TX 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: 34-2023211 | 107 grants awarded
$8,336,451
(≈ Similar)
$5,000
median grant
Luling, TX
Same state
100%
Excellent match

EIN: 45-3983093 | 483 grants awarded
$8,347,779
(≈ Similar)
$10,000
median grant
Houston, TX
Same state
100%
Excellent match

EIN: 75-1213346 | 441 grants awarded
$8,252,851
(≈ Similar)
$2,500
median grant
Amarillo, TX
Same state
100%
Excellent match

EIN: 75-6013384 | 307 grants awarded
$8,394,071
(≈ Similar)
$10,000
median grant
Sherman, TX
Same state
99%
Excellent match

EIN: 75-6008953 | 420 grants awarded
$8,199,592
(≈ Similar)
$5,000
median grant
Houston, TX
Same state
99%
Excellent match

Contact Information

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

EIN 75-6050023
Website N/A
Address PO BOX 1110 Graham, TX 76450-1110

Key People (5)

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

President Melissa York
Secretary Vicki Mills
Vice President Blake Estess
Director Sandra Estess
Treasurer Donald Shierry

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 Foundation 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 March 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.