Bertram & Alta Heartt Hochmark Scholarship
SAINT LOUIS, MO EIN: 81-6064383
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$233K
-0.9% YoY
Annual Giving
$10K
-23.1% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$3K
-23.1% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $232,856 | $235,003 | $246,020 |
| Revenue | $13,512 | $7,379 | $11,185 |
| Expenses | $15,633 | $18,327 | $16,737 |
| Qualifying Distributions | $12,230 | $15,144 | $13,102 |
| Net Investment Income | $10,132 | $4,830 | $7,903 |
| Distributable Amount | $13,102 | $12,496 | $13,652 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Bertram & Alta Heartt Hochmark Scholarship fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A | TRUSTEE | 1 | $4,411 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Montana $36K (71%)
Vermont $6K (11%)
New York $5K (10%)
California $3K (5%)
Florida $2K (4%)
Cities
BozemanBurlingtonButteHelenaIthacaKalispellMissoulaNew YorkSan Luis ObispoTampa
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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