Bertis A Westfall Charitable Trust

Columbia, MO
Tax-exempt since Aug. 2008
EIN: 26-2239756

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$46,694

Expenses

$41,780

Net Income

$4,914

Net Assets

$524,131

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,743	35.9%
Sales of Assets	$29,824	63.9%
Other Income	$127	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,349	87.0%
Compensation of Officers*	$3,382	8.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$524,131
Total Liabilities	$0
Net Assets	$524,131

Compensation

Key Employees and Officers	Compensation	Other
The Central Trust Bank (Trustee)	$3,382	$0

990-PF

Filed on May 2, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2023

Revenue

$3,481

Expenses

$40,191

Net Income

-$36,710

Net Assets

$518,923

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,483	> 100%
Sales of Assets	-$15,361
Other Income	$359	10.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,379	88.0%
Compensation of Officers*	$3,186	7.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$518,923
Total Liabilities	$0
Net Assets	$518,923

Compensation

Key Employees and Officers	Compensation	Other
The Central Trust Bank (Trustee)	$3,186	$0

990-PF

Filed on May 10, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$3,406

Expenses

$48,057

Net Income

-$44,651

Net Assets

$555,617

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,694	> 100%
Sales of Assets	-$14,288
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,423	84.1%
Compensation of Officers*	$6,806	14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$555,617
Total Liabilities	$0
Net Assets	$555,617

Compensation

Key Employees and Officers	Compensation	Other
The Central Trust Bank (Trustee)	$6,806	$0

990-PF

Filed on May 11, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2021

Revenue

$63,560

Expenses

$48,879

Net Income

$14,681

Net Assets

$600,559

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,553	21.3%
Sales of Assets	$50,007	78.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,792	85.5%
Compensation of Officers*	$7,263	14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$600,559
Total Liabilities	$0
Net Assets	$600,559

Compensation

Key Employees and Officers	Compensation	Other
Central Trust Company (Trustee)	$7,263	$0

990-PF

Filed on May 13, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2020

Revenue

$36,072

Expenses

$47,707

Net Income

-$11,635

Net Assets

$585,999

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,278	34.0%
Sales of Assets	$23,794	66.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,727	85.4%
Compensation of Officers*	$7,522	15.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$586,000
Total Liabilities	$1
Net Assets	$585,999

Compensation

Key Employees and Officers	Compensation	Other
Central Trust Company (Trustee)	$7,522	$0

990-PF

Filed on May 16, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$19,474

Expenses

$46,221

Net Income

-$26,747

Net Assets

$598,214

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,371	27.6%
Dividends	$10,385	53.3%
Sales of Assets	$3,718	19.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,172	82.6%
Compensation of Officers*	$7,554	16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$598,215
Total Liabilities	$1
Net Assets	$598,214

Compensation

Key Employees and Officers	Compensation	Other
Central Trust Company (Trustee)	$7,554	$0

990-PF

Filed on July 6, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$15,034

Expenses

$51,103

Net Income

-$36,069

Net Assets

$624,962

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,233	34.8%
Dividends	$11,255	74.9%
Sales of Assets	-$1,454
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,013	90.0%
Compensation of Officers*	$7,856	15.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$624,962
Total Liabilities	$0
Net Assets	$624,962

Compensation

Key Employees and Officers	Compensation	Other
Central Trust Company (Trustee)	$7,856	$0

990-PF

Filed on May 7, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$36,334

Expenses

$50,524

Net Income

-$14,190

Net Assets

$661,031

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,803	13.2%
Dividends	$11,751	32.3%
Sales of Assets	$19,780	54.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,880	90.8%
Compensation of Officers*	$8,115	16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$661,031
Total Liabilities	$0
Net Assets	$661,031

Compensation

Key Employees and Officers	Compensation	Other
Central Trust Company (Trustee)	$8,115	$0

990-PF

Filed on May 8, 2019

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

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Fiscal Year Ending Dec.
2016

Revenue

$15,348

Expenses

$52,191

Net Income

-$36,843

Net Assets

$675,221

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,214	14.4%
Dividends	$12,490	81.4%
Sales of Assets	$644	4.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,507	91.0%
Compensation of Officers*	$8,258	15.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$675,221
Total Liabilities	$0
Net Assets	$675,221

Compensation

Key Employees and Officers	Compensation	Other
Central Trust Company (Trustee)	$8,258	$0

990-PF

Filed on May 12, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

-$27,563

Expenses

$58,478

Net Income

-$86,041

Net Assets

$712,064

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$148
Dividends	$24,920
Sales of Assets	-$52,784
Other Income	$153

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,149	90.9%
Compensation of Officers*	$9,039	15.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$712,064
Total Liabilities	$0
Net Assets	$712,064

Compensation

Key Employees and Officers	Compensation	Other
Central Trust Company (Trustee)	$9,039	$0

990-PF

Filed on May 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$33,317

Expenses

$62,075

Net Income

-$28,758

Net Assets

$798,105

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$248	0.7%
Dividends	$24,547	73.7%
Sales of Assets	$8,522	25.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,286	90.7%
Compensation of Officers*	$9,791	15.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$798,105
Total Liabilities	$0
Net Assets	$798,105

Compensation

Key Employees and Officers	Compensation	Other
Central Trust Investment Company (Trustee)	$9,791	$0

990-PF

Filed on May 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$24,692

Expenses

$63,533

Net Income

-$38,841

Net Assets

$826,790

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,076	12.5%
Dividends	$23,111	93.6%
Sales of Assets	-$1,495
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,009	91.3%
Compensation of Officers*	$10,167	16.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$826,790
Total Liabilities	$0
Net Assets	$826,790

Compensation

Key Employees and Officers	Compensation	Other
Central Trust Investment Company (Trustee)	$10,167	$0

990-PF

Filed on May 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$39,658

Expenses

$62,938

Net Income

-$23,280

Net Assets

$865,394

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,678	14.3%
Dividends	$26,926	67.9%
Sales of Assets	$7,054	17.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,155	90.8%
Compensation of Officers*	$9,868	15.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$865,395
Total Liabilities	$1
Net Assets	$865,394

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$38,871

Expenses

$64,080

Net Income

-$25,209

Net Assets

$888,674

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,016	30.9%
Dividends	$26,260	67.6%
Sales of Assets	$595	1.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,034	92.1%
Compensation of Officers*	$7,964	12.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$888,675
Total Liabilities	$1
Net Assets	$888,674

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Bertis A Westfall Charitable Trust

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007