The Texas State Capitol
Foundation Lookup

Form 990-PFTax year 2025EIN 75-6050023

Bertha Foundation

A private foundation in Graham, TX. Its return for tax year 2025 lists 6 grants and $394,341 paid in grants.

See which foundations fund work like yours Matching by cause, place and grant size

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
Bertha Foundation
PO Box 1110
Graham, TX 76450
(940) 549-1400
Form and materials
Apply in writing. Include contact name, address and telephone number, and nature of request.
Deadlines
None
Restrictions
Consideration given only to tax exempt organizations located in or benefiting organizations located in Young County Texas.

Assets and giving by year

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

  • Tax year 2025

    $394,341

    Grants listed
    6
    Assets, end of year
    $4,080,117

  • Tax year 2024

    $355,378

    Grants listed
    9
    Assets, end of year
    $4,131,851

  • Tax year 2023

    $337,226

    Grants listed
    11
    Assets, end of year
    $4,351,021

  • Tax year 2022

    $330,248

    Grants listed
    10
    Assets, end of year
    $4,627,639

  • Tax year 2021

    $319,672

    Grants listed
    12
    Assets, end of year
    $4,866,021

  • Tax year 2020

    $274,685

    Grants listed
    12
    Assets, end of year
    $5,049,241

  • Tax year 2019

    $392,994

    Grants listed
    11
    Assets, end of year
    $5,138,259

  • Tax year 2018

    $359,452

    Grants listed
    8
    Assets, end of year
    $5,383,938

Grants paid in 2025

6 grants, largest first

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

  1. North Texas Community FoundationFort Worth, TX

    Provide funds in support of various charitable endeavors and projects in and around Graham, TX.

    $380,000
  2. Old Post Office Museum Art CenterGraham, TX

    Provided funds for the RK Exhibit.

    $7,500
  3. Graham Regional Medical CenterGraham, TX

    Provide funds for the Health Fair.

    $3,500
  4. Graham Concert AssnGraham, TX

    Provide funds for operating expenses.

    $2,000
  5. City of GrahamGraham, TX

    Provide funds for operating expenses associated with the Graham Library.

    $1,041
  6. Individual

    Operating expenses.

    $300

Where the money goes

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

  1. Philanthropy and grantmaking1 grant $380,000100% of the total

By State

Grants to organizations with a US address, latest year.

  1. Texas5 grants $394,041

Officers, directors and trustees

5 people as filed

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

  • Melissa YorkPresident Hours 0Pay $0
  • Vicki MillsSecretary Hours 0Pay $0
  • Blake EstessVice President Hours 0Pay $0
  • Sandra EstessDirector Hours 0Pay $0
  • Donald ShierryTreasurer Hours 0Pay $0

The return

More foundations

Similar foundations

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

  1. The Dixon Water FoundationDecatur, TX 11 grants Preselected only $400,591 giving
  2. Millar Scholarship FundDallas, TX 15 grants Accepts applications $385,877 giving
  3. Rugeley Ferguson FoundationSan Antonio, TX 29 grants Preselected only $377,675 giving
  4. Karen & Jack D Carlson Family FoundationHouston, TX 1 grant Preselected only $374,244 giving
  5. Dale & Joan Coleman Charitable TrustAmarillo, TX 9 grants Preselected only $418,310 giving