Bertha L & Robert M Whitson Memorial Trust
- Assets
- $413.4k
- Revenue
- $17.1k
- Investments
- $402.4k
- Employees
- 0
- Location
- Dallas, TX
- Founding
- 09/1973
- Data as of
- 05/2024
- EIN
- 36-6423350
Organization Overview
Bertha L & Robert M Whitson Memorial Trust is located in Dallas, TX. The organization was established in 1973. According to its NTEE Classification (P60) the organization is classified as: Emergency Assistance, under the broad grouping of Human Services and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bertha L & Robert M Whitson Memorial Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 05/2024, Bertha L & Robert M Whitson Memorial Trust generated $17.1k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 26.9% each year . All expenses for the organization totaled $28.5k during the year ending 05/2024. While expenses have increased by 2.4% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Bertha L & Robert M Whitson Memorial Trust has awarded 29 individual grants totaling $145,911. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $10,908 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $3,878 |
| Capital Gain Net Income | $3,878 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $2,282 |
| Total Revenue | $17,068 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $7,145 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $329 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $251 |
| Total operating and administrative expenses | $8,975 |
| Contributions, gifts, grants paid | $19,506 |
| Total expenses and disbursements | $28,481 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $11,059 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $413,436 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Bertha L & Robert M Whitson Memorial Trust has awarded $19,506 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
CT INST FOR THE BLIND PURPOSE: UNRESTRICTED GENERAL | $911 |
AMERICAN RED CROSS PURPOSE: UNRESTRICTED GENERAL | $500 |
ST CHARLES HISTORICAL PURPOSE: UNRESTRICTED GENERAL | $200 |
HINSDALE SANITARIUM AND PURPOSE: UNRESTRICTED GENERAL | $16,770 |
DAUGHTERS OF THE AMER PURPOSE: UNRESTRICTED GENERAL | $1,125 |