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Bertha Foundation at a glance

· Private foundation

Bertha Foundation

Its FY2024 filing reports that it accepted unsolicited grant applications.

$355k
Granted FY2024still arriving
9
Grants FY2024still arriving
1
States reached
$200k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Health$889kPhilanthropy$765kPublic Benefit$354kEducation$223kArts & Culture$196kHuman Services$179kHousing & Shelter$75kReligion$13kOther$0
02FY2024 · 9 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k6 grants · $15k
  • $10k–50k1 grant · $40k
  • $50k–250k2 grants · $300k
$3,500
Median grant
1
States reached
$4.1M
Total assets
Largest grants
RecipientAmount
Graham Hospital Foundation$200,000
Graham Friends of The Arc$100,000
Wichita Falls Area Community Founda$40,000
Rotary Club of Graham Texas$5,000
Graham Regional Medical Center$3,500
Holidays and Heroes$3,000
Graham Concert Assn$2,000
Graham Senior Citizen Center$1,260
Friends Of The Library Graham Texas$618
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY18–24, $111k) land where the poverty rate runs at 16%, against an area that typically sits at 9%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%Holidays and Heroes: $3k → 11%Graham Friends of The Arc: $100k → 16%Virginia's House Family Center: $5k → 16%Virginia's House Family Center: $900 → 16%Virginia's House Family Center: $900 → 16%Virginia's House Family Center: $700 → 16%Virginia's House Family Center: $541 → 16%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

81%of every dollar goes to organizations it has funded before.
$2.0M · 15 repeat orgs$492k to everyone else

15 repeat relationships: 6 still active in FY2024, 9 since wound down; 3 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

15
6

Total granted

$2.0M
$189k

Still filing today

20%
0%

New vs renewed · share of each year

In FY2024, 15% of grant dollars renewed an existing relationship; $303k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24
Human ServicesHealthPublic BenefitOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • GR
    Graham Regional Medical Center
    8× · 2017–2024 · $609k
  • WF
    Wichita Falls Area Community Founda
    4× · 2017–2024 · $600k
  • IG
    Individual grant recipient
    7× · 2017–2023 · $447k

Funded once

  • GA
    Graham Area Crisis Center
    one grant, 2020 · $102k
  • HF
    Habitat For Humanity
    one grant, 2021 · $75k
  • RW
    REMEMBERING WYATT DALE WATER SAFETY AWARENESS INC
    one grant, 2019 · $5k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Graham Public Education Foundation

Graham Public Education Foundation's purpose is to support the educational programs for public education students in Graham, Texas.

Education
2
Graham Foundation
Philanthropy
3
Tyler Graham Founation
Education
4
Graham Foundation Inc
Philanthropy
5
Garrison Volunteer Fire Department

To provide fire and medical emergency services for the city of garrison, tx and the surrounding districts.

Public Safety & Disaster
6
Graham County Rehabilitaion Center Inc

Provides support and services to individuals from 5 years to seniors with developmental disabilities and/or phsyical limitations.

Human Services
7
Mt Graham Regional Medical Center Foundation Inc

Provide financial support for people in need of healthcare

Philanthropy
8
Graham Plaza Foundation
Community Improvement
9
Friends of Graham Recreation and Parks

The organizations purpose and mission shall be to receive and distribute the gifts of donors or other contributors to deserving projects associated with the City of Graham Recreation and Parks Services.

Recreation & Sports
10
Old Post Office Museum and Art Center

The organization is dedicated to the development and maintenance of the general museum of history and fine arts for the education and enrichment of the citizens of Young County. The organization collects, preserves and exhibits items…

Arts & Culture
11
The Graham Foundation of Ct Inc
Philanthropy
12
Gratiot County Historical and Genealogical Society

Museum/genealogical activity

—
How this is measured
The grantee most central to the portfolio’s shape is Graham Hospital Foundation; the most unlike its peers is Holidays & Heroes. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

8 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 8 of the 26 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

2
Load-bearing (≥25% of a budget)
1
Early backer (in before they grew)
8/8
Grantees still filing
5/8
Grew since first funded

Where the money sits, by cause and then by grantee

Graham Regional Medical Center: $608,840 · OtherGraham Regional Medical CenterWichita Falls Area Community Founda: $600,000 · OtherWichita Falls Area Community FoundaIndividual grant recipient: $447,287 · OtherIndividual grant recipientOld Post Office Museum Art Center: $110,000 · OtherGraham Area Crisis Center: $101,665 · OtherHabitat For Humanity: $75,000 · Other+13 more: $247,168 · Other+13 moreGRAHAM HOSPITAL FOUNDATION: $200,000 · HealthCOMMUNITY FOUNDATION OF NORTH TEXAS (TAX: $164,000 · PhilanthropyGRAHAM FRIENDS OF THE ARC: $100,000 · Human ServicesVIRGINIAS HOUSE A FAMILY RESOURCE CENTER: $7,641 · Human Services+1 more: $3,000 · Human ServicesROTARY CLUB OF GRAHAM TEXAS: $30,000 · Public BenefitGraham Community Foundation: $500 · Education
Other$2,189,960Health$200,000Philanthropy$164,000Human Services$110,641Public Benefit$30,000Education$500

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10Mgrantee revenue →↑ funder's share of their budgetGRAHAM HOSPITAL FOUNDATION: $200,000 over 1y, 77% of budgetCOMMUNITY FOUNDATION OF NORTH TEXAS (TAX: $164,000 over 1y, 0.2% of budgetGRAHAM FRIENDS OF THE ARC: $100,000 over 1y, 22% of budgetROTARY CLUB OF GRAHAM TEXAS: $30,000 over 6y, 29% of budgetGRAHAM CONCERT ASSOCIATION INC: $14,000 over 7y, 3.7% of budgetVIRGINIAS HOUSE A FAMILY RESOURCE CENTER: $7,641 over 5y, 0.7% of budgetHOLIDAYS & HEROES: $3,000 over 1y, 1.4% of budgetGraham Community Foundation: $500 over 1y, 0.1% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds GRAHAM HOSPITAL FOUNDATION ↗
  • Who funds COMMUNITY FOUNDATION OF NORTH TEXAS (TAX ↗
  • Who funds GRAHAM FRIENDS OF THE ARC ↗
  • Who funds ROTARY CLUB OF GRAHAM TEXAS ↗
  • Who funds GRAHAM CONCERT ASSOCIATION INC ↗
  • Who funds VIRGINIAS HOUSE A FAMILY RESOURCE CENTER ↗
  • Who funds HOLIDAYS & HEROES ↗
  • Who funds Graham Community Foundation ↗

How much its grantees rely on government

Each dot is one organization Bertha Foundation funds: left to right is the share of its income from government, bottom to top the share from Bertha Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%6%23%51%90%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    1report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Bertha Foundation?

    Find your warmest path to Bertha Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 26 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Bertha’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home