Bertha Morton Trust

Saint Louis, MO
Tax-exempt since Feb. 1978
EIN: 81-6016333

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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.

Revenue

$146k (2024)

Expenses

$139k (2024)

Total Assets

$1.95M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

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

$146,398

Expenses

$138,855

Net Income

$7,543

Net Assets

$1,946,617

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$75,566	51.6%
Sales of Assets	$70,832	48.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,615	68.1%
Compensation of Officers*	$35,129	25.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,946,617
Total Liabilities	$0
Net Assets	$1,946,617

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$35,129	$0

990-PF

Filed on May 6, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$420,508

Expenses

$138,136

Net Income

$282,372

Net Assets

$1,939,385

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$63,361	15.1%
Sales of Assets	$357,147	84.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$104,351	75.5%
Compensation of Officers*	$32,892	23.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,939,385
Total Liabilities	$0
Net Assets	$1,939,385

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$32,892	$0

990-PF

Filed on May 7, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$116,760

Expenses

$137,768

Net Income

-$21,008

Net Assets

$1,658,506

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$61,911	53.0%
Sales of Assets	$54,849	47.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$104,416	75.8%
Compensation of Officers*	$34,225	24.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,658,506
Total Liabilities	$0
Net Assets	$1,658,506

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$34,225	$0

990-PF

Filed on May 9, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$108,770

Expenses

$140,678

Net Income

-$31,908

Net Assets

$1,681,790

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$58,797	54.1%
Sales of Assets	$49,973	45.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$104,655	74.4%
Compensation of Officers*	$36,848	26.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,681,790
Total Liabilities	$0
Net Assets	$1,681,790

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$36,848	$0

990-PF

Filed on May 11, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$104,667

Expenses

$146,113

Net Income

-$41,446

Net Assets

$1,715,449

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$56,222	53.7%
Sales of Assets	$48,445	46.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$114,193	78.2%
Compensation of Officers*	$32,417	22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,715,450
Total Liabilities	$1
Net Assets	$1,715,449

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$32,417	$0

990-PF

Filed on May 5, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$112,037

Expenses

$149,159

Net Income

-$37,122

Net Assets

$1,758,587

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$70,400	62.8%
Sales of Assets	$40,651	36.3%
Other Income	$986	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$116,753	78.3%
Compensation of Officers*	$33,115	22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,758,588
Total Liabilities	$1
Net Assets	$1,758,587

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$33,115	$0

990-PF

Filed on Nov. 10, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$86,229

Expenses

$210,765

Net Income

-$124,536

Net Assets

$1,795,983

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,751	69.3%
Sales of Assets	$30,016	34.8%
Other Income	-$3,538

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$175,929	83.5%
Compensation of Officers*	$34,807	16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,795,983
Total Liabilities	$0
Net Assets	$1,795,983

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Trustee)	$34,807	$0

990-PF

Filed on May 3, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2015

Revenue

$60,062

Expenses

$128,783

Net Income

-$68,721

Net Assets

$2,091,892

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$60,164	> 100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,438	73.3%
Compensation of Officers*	$34,291	26.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,091,892
Total Liabilities	$0
Net Assets	$2,091,892

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$143,440

Expenses

$123,263

Net Income

$20,177

Net Assets

$2,148,599

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$68,853	48.0%
Sales of Assets	$74,587	52.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,694	72.8%
Compensation of Officers*	$35,163	28.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,148,599
Total Liabilities	$0
Net Assets	$2,148,599

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$169,628

Expenses

$114,764

Net Income

$54,864

Net Assets

$2,115,860

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$67,723	39.9%
Sales of Assets	$101,905	60.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$88,596	77.2%
Compensation of Officers*	$31,017	27.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,115,860
Total Liabilities	$0
Net Assets	$2,115,860

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$110,930

Expenses

$217,436

Net Income

-$106,506

Net Assets

$2,052,465

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$65,796	59.3%
Sales of Assets	$45,134	40.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$195,503	89.9%
Compensation of Officers*	$26,834	12.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,052,465
Total Liabilities	$0
Net Assets	$2,052,465

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$137,364

Expenses

$118,171

Net Income

$19,193

Net Assets

$2,162,063

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$72,451	52.7%
Sales of Assets	$64,913	47.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,664	82.6%
Compensation of Officers*	$24,553	20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,162,063
Total Liabilities	$0
Net Assets	$2,162,063

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Types of Nonprofits

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Updated March 23, 2026

Bertha Morton Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $146k (2024)

Expenses $139k (2024)

Total Assets $1.95M (2024)

Total Liabilities $0 (2024)

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

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Revenue

$146k (2024)

Expenses

$139k (2024)

Total Assets

$1.95M (2024)

Total Liabilities

$0 (2024)

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

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001