Bertha V Wilson Trust

LANCASTER, OH EIN: 31-6467575

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$866K

+1.0% YoY

Annual Giving

$32K

+31.7% YoY

Grant Count

8

+60.0% YoY

Avg Grant Size

$4K

-17.7% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$30K$59K$89K$119K20202021202220232024
Metric202420232022
Total Assets$865,902$857,583$853,303
Revenue$45,561$42,084$46,879
Expenses$46,407$39,544$47,775
Qualifying Distributions$44,907$37,511$45,144
Net Investment Income$45,845$47,231$42,975
Distributable Amount$44,250$40,350$42,484

Giving Over Time

Total grant dollars and number of grants per year

$0$8K$17K$25K$34K11 grants202013 grants202110 grants20225 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

4-H ADVISORY COMMITTEE$14KROSS HOCKING CAMP ASSN$10KPROTECTIVE SERVICES$2KSALVATION ARMY OF LANCAS…$2KGORSUCH ELEMETARY SCHOOL$2KBREMEN BOY SCOUT TROUP 95$1KCOLUMBUS CHILDRENS THEATER$800FAIRFIELD COUNTY 4-H ADV…$330

Grant Size Distribution

47 grants across all recorded years

47<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Bertha V Wilson Trust fund?

Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

EDWARD T BERRYTRUSTEE$13K

From 2024 filing

NameTitleHoursCompensation
EDWARD T BERRYTRUSTEE2$13,078

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

AmandaBaltimoreBremenCarrollChillicotheColumbusLancasterLaurelville

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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