Otto P. Berdach Trust
Overview
Mission
To support organizations that assist individuals in genuine need of financial assistance and for whom public welfare or assistance is either inadequate or unavailable.
Annual application deadlines
April 1
Program areas
Health
Human services
Public/society benefit
Program limitations
No grants are made to educational or religious organizations, with the exception of the Salvation Army.
States served
Illinois, California
Geographic limitations
The trust primarily supports organizations that operate in Illinois and California (particularly the Long Beach area).
Types of support
Grants must provide direct financial help to persons in need. No support for administrative or other expenses.
Trustees
Wells Fargo Bank, N.A.
Grant Guidelines
Requirements
- Organizations must qualify as exempt organizations under Section 501(c)(3) of the Internal Revenue Code.
- Funds must be used for direct help to persons in need and are restricted for such uses. No part of the funds may be used for administrative or other expenses.
Limitations
The trust does not fund requests to:
- Individuals
- Educational organizations
- Religious organizations, with the exception of the Salvation Army.
Average giving
Average grant size: $5,000
Average number of grants per year: 3
Average total giving per year: $10,000
Annual application period and deadlines
Applications are accepted year-round. Applications must be submitted by April 1 to be reviewed at the annual grant meeting.
Communications
Applicants will receive an automated email confirming their submission.
Required reports
Periodic progress reports and final reports may be required for funded projects.
Foundation Information
About the Foundation
Otto P. Berdach, a resident of Jacksonville, Illinois for many years, was a generous man who cared greatly about the welfare of his fellow man. In his Last Will & Testament, Mr. Berdach expressed his generosity through the creation of the Otto P. Berdach Trust. Mr. Berdach’s expressed desire was that the trust funds be used to assist individuals in genuine need of financial assistance and for whom public welfare or assistance is inadequate or unavailable. At the time of his death he resided in the county of Los Angeles, California.
Mission
To support organizations that assist individuals in genuine need of financial assistance and for whom public welfare or assistance is either inadequate or unavailable.
Annual application deadlines
April 1
Program areas
Health
Human services
Public/society benefit
Program limitations
No grants are made to educational or religious organizations, with the exception of the Salvation Army.
States served
Illinois, California
Geographic limitations
The trust primarily supports organizations that operate in Illinois and California (particularly the Long Beach area).
Types of support
Grants must provide direct financial help to persons in need. No support for administrative or other expenses.
Trustees
Wells Fargo Bank, N.A.
Requirements
- Organizations must qualify as exempt organizations under Section 501(c)(3) of the Internal Revenue Code.
- Funds must be used for direct help to persons in need and are restricted for such uses. No part of the funds may be used for administrative or other expenses.
Limitations
The trust does not fund requests to:
- Individuals
- Educational organizations
- Religious organizations, with the exception of the Salvation Army.
Average giving
Average grant size: $5,000
Average number of grants per year: 3
Average total giving per year: $10,000
Annual application period and deadlines
Applications are accepted year-round. Applications must be submitted by April 1 to be reviewed at the annual grant meeting.
Communications
Applicants will receive an automated email confirming their submission.
Required reports
Periodic progress reports and final reports may be required for funded projects.
About the Foundation
Otto P. Berdach, a resident of Jacksonville, Illinois for many years, was a generous man who cared greatly about the welfare of his fellow man. In his Last Will & Testament, Mr. Berdach expressed his generosity through the creation of the Otto P. Berdach Trust. Mr. Berdach’s expressed desire was that the trust funds be used to assist individuals in genuine need of financial assistance and for whom public welfare or assistance is inadequate or unavailable. At the time of his death he resided in the county of Los Angeles, California.
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