The Old State Capitol in Frankfort, Kentucky

Form 990-PFTax year 2025EIN 20-3803620

Berta Family Foundation Inc

A private foundation in Bowling Green, KY. Its return for tax year 2025 lists 14 grants and $76,070 paid in grants.

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact person
On file
Phone
On file
Mailing address
On file
Form and materials
On file
Deadlines
Applications may be submitted at any time.
Restrictions
None.

Contact person, phone, mailing address and application materials on file. See them with a plan.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $76,070

    Grants listed
    14
    Assets, end of year
    $479,056
  • Tax year 2024

    $47,311

    Grants listed
    11
    Assets, end of year
    $529,943
  • Tax year 2023

    $63,800

    Grants listed
    7
    Assets, end of year
    $553,411
  • Tax year 2022

    $61,000

    Grants listed
    8
    Assets, end of year
    $596,492
  • Tax year 2021

    $25,900

    Grants listed
    7
    Assets, end of year
    $634,127
  • Tax year 2020

    $87,650

    Grants listed
    11
    Assets, end of year
    $634,297
  • Tax year 2019

    $78,600

    Grants listed
    10
    Assets, end of year
    $655,316
  • Tax year 2018

    $68,329

    Grants listed
    8
    Assets, end of year
    $546,108

Grants paid in 2025

14 grants, largest first

As listed on the return. Grants to individuals show as “Individual”, with purpose and amount only.

  1. United Way OF SOUTHCENTRAL KENTUCKYBowling Green, KY

    General support

    $35,000
  2. Skyctc FoundationBowling Green, KY

    General support

    $13,331
  3. Loras CollegeDubuque, IA

    General support

    $8,089
  4. Grace Christian ChurchGeorgetown, KY

    General support

    $5,000
  5. Individual

    Cancer Treatment, Wheelchair, Fire

    $3,500
  6. Hope HouseBowling Green, KY

    General support

    $2,500
  7. Goodnight FDNBowling Green, KY

    General support

    $2,000
  8. Operation PrideBowling Green, KY

    General support

    $1,800
  9. Hospice of SOKYBowling Green, KY

    General support

    $1,100
  10. Amen HouseGeorgetown, KY

    General support

    $1,000
  11. Smile from the HeartBowling Green, KY

    General support

    $1,000
  12. BGHSBowling Green, KY

    General support

    $750
  13. Barren River Child Advocacy CenterBowling Green, KY

    General support

    $500
  14. WkuBowling Green, KY

    General support

    $500

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Environment1 grant $1,800100% of the total

By State

Grants to organizations with a US address, latest year.

  1. Kentucky12 grants $64,481
  2. Iowa1 grant $8,089

Officers, directors and trustees

2 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Vince BertaBOARD MEMBER Hours 0Pay $0
  • Kathleen BertaBOARD MEMBER Hours 0Pay $0

The return

More foundations

Similar foundations

Same main cause (environment), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. The John M & Linda J Kelly Family Charitable FoundationBowling Green, KY 14 grants Preselected only $95,000 giving
  2. Robert W and Elise B Lykins Charitable Foundation IncLouisville, KY 22 grants Accepts applications $59,030 giving
  3. Bert & Ann Shearer FoundationFort Wright, KY 6 grants Preselected only $110,000 giving
  4. Brereton & Elizabeth Jones Charitable Family FoundationMidway, KY 13 grants Accepts applications $127,500 giving
  5. The Ahrens Family FoundationLouisville, KY 43 grants Preselected only $201,500 giving