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Nonprofit · EIN 75-6050023

BERTHA FOUNDATION

Tax-exempt · GRAHAM, TX 76450

Financials

$100K$376K2023$189K$409K2024$408K$460K2025
Revenue Expenses · by fiscal year end
Financials of BERTHA FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$407,966$459,700-$51,734$4,080,117$0$4,080,117
December 31, 2024990-PF$189,348$408,518-$219,170$4,131,851$0$4,131,851
December 31, 2023990-PF$99,507$376,125-$276,618$4,351,021$0$4,351,021
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$200
Dividends
$188,906
Interest
$598
Net gain from sales of assets
$218,262

Expenses

Grants and similar amounts paid
$394,341
Disbursements for charitable purposes
$423,952
Excise tax on investment income
$5,213

Balance sheet and other

Total assets, start of year
$4,131,851
Total assets, end of year
$4,080,117
Total liabilities, end of year
$0
Net assets, end of year
$4,080,117
Fair market value of assets
$9,272,775
Qualifying distributions
$423,952
Net investment income
$407,766

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Melissa York
PO Box 1110, Graham, TX 76450
President0$0
Vicki Mills
PO Box 1110, Graham, TX 76450
Secretary0$0
Blake Estess
PO Box 1110, Graham, TX 76450
Vice President0$0
Sandra Estess
PO Box 1110, Graham, TX 76450
Director0$0
Donald Shierry
PO Box 4866, Wichita Falls, TX 76308
Treasurer0$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
Melissa York
PO Box 1110, Graham, TX 76450
President0$0
Vicki Mills
PO Box 1110, Graham, TX 76450
Secretary0$0
Blake Estess
PO Box 1110, Graham, TX 76450
Vice President0$0
Sandra Estess
PO Box 1110, Graham, TX 76450
Director0$0
Donald Shierry
PO Box 4866, Wichita Falls, TX 76308
Treasurer0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
Melissa York
PO Box 1110, Graham, TX 76450
President0$0
Vicki Mills
PO Box 1110, Graham, TX 76450
Secretary0$0
Blake Estess
PO Box 1110, Graham, TX 76450
Vice President0$0
Sandra Estess
PO Box 1110, Graham, TX 76450
Director0$0
Donald Shierry
PO Box 4866, Wichita Falls, TX 76308
Treasurer0$0

Address and contacts

Address (IRS master file)
PO BOX 1110, GRAHAM, TX 76450-1110
Signed the 990-PF
Donald Shierry, Treasurer
Phone
(940) 549-1400
Return prepared by
Donald W Shierry CPA PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
75-6050023
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1966
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,080,117
Income (IRS master file)
$951,935

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$407,966$459,700$4,080,117XML
990-PFDecember 2024$189,348$408,518$4,131,851XML
990-PFDecember 2023$99,507$376,125$4,351,021XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 75-6050023).

Questions about BERTHA FOUNDATION

What is the EIN of BERTHA FOUNDATION?
The employer identification number (EIN) of BERTHA FOUNDATION is 75-6050023.
Is BERTHA FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
Are donations to BERTHA FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BERTHA FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BERTHA FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BERTHA FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of BERTHA FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does BERTHA FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $407,966, expenses of $459,700 and total assets of $4,080,117 at year end.

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