The Otto P. Berdach Trust provides grants to organizations that assist individuals in genuine financial need, particularly those for whom public welfare or assistance programs are inadequate or unavailable. The trust primarily supports charitable organizations operating in Illinois and California, with a particular focus on the Long Beach area. The trust is administered by Wells Fargo Bank, N.A.
Funding from the Otto P. Berdach Trust is designated for direct financial assistance to individuals in need. Grants cannot be used for administrative or operational expenses. The trust focuses on projects within the health, human services, and public/society benefit sectors. While most religious and educational organizations are ineligible for funding, an exception is made for The Salvation Army.
To be eligible for funding, organizations must have 501(c)(3) tax-exempt status. The trust does not provide grants to individuals. Applications are accepted year-round but must be submitted by April 1 to be considered in the annual grant review meeting. Applicants will receive an automated email confirming their submission.
The trust typically awards three grants per year, each averaging $5,000, with an annual total giving amount of approximately $10,000. Grant recipients may be required to submit periodic progress reports and final reports detailing the use of funds and their impact.
For more information, interested applicants should contact Wells Fargo Bank, N.A., the trustee of the Otto P. Berdach Trust. Prospective applicants should ensure their programs align with the trust’s requirements before applying.
