Bert Family Foundation
Bert Family Foundation is a private foundation based in Woodbury, Minnesota. It reported 19 grants totaling $80,650 in 2024 to charitable organizations, including a health clinic, arts and cultural organizations, and conservation groups.
Bert Family Foundation at a glance
In short: Bert Family Foundation gave $81K across 19 grants in 2024 (avg $4K), mostly in Minnesota. 37% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $80,650
- +1634.4% vs 2023
- Grants made (2024)
- 19
- +171.4% vs 2023
- Average grant
- $4,245
- +539.0% vs 2023
- Median grant
- $200
- Total assets
- $1,312,650
- +29.7% vs 2023
- New grantees (estimate)
- 37% first-time grantees (7 of 19, 2024; small sample)
- Primary geography
- Minnesota (81% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Bert Family Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. No further application process or materials are specified.
- Contact
Mailing address: 5829 Woodlane Bay, Woodbury, MN 55129
Phone: (651) 491-9303
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Bert Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was St Mary's Health Clinics ($50K). Together the top 10 received $80K.
Grant Size Distribution
66 grants across all recorded years
The most common grant size was under $50K: 65 grants of 66 (98%).
Geographic Focus
Where this funder awards grants
In 2024, 81% of grant dollars went to recipients in Minnesota, 12% to Arizona, and 6% to Illinois. The filing also lists shares for recipients in Washington, DC, and Montana as 0%.
Grant Distribution by State
Share of 2024 grant dollars across all 19 itemized grants.
Cities
Is Bert Family Foundation open to new grantees?
37%
first-time grantees, 2024
In 2024, 7 of 19 grantees (37%) were first-time recipients. With only 19 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $9K; repeat grants $1K. How we count
Medians: $2K first-time, $100 repeat.
- 11% of 2024 grantees were also funded in 2023. Method
- Giving grew 157% from 2021 to 2024. Method
- In 2024 it paid out 166% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $5K (2023) to $81K (2024). In 2024 it made 19 grants totaling $81K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Mary's Health Clinics St. Paul, MN | Charitable | $50,000 |
| Panda Educational Foundation Phoenix, AZ | Charitable | $10,000 |
| Aana Education Foundation Rosemount, IL | Charitable | $5,000 |
| Bike Park Cottage Grove, MN | Charitable | $5,000 |
| King of Kings Church Woodbury, MN | Charitable | $3,600 |
| Ordway Center for the Performing Arts St. Paul, MN | Charitable | $2,000 |
| Save the Boundary Waters ELY, MN | Charitable | $2,000 |
| The Friends of St Paul Public Library St. Paul, MN | Charitable | $1,000 |
| Woodbury Police K9 Fund Woodbury, MN | Charitable | $1,000 |
| National Parks Conservation Association Washington, DC | Charitable | $200 |
Ready to take the next step with Bert Family Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,312,650 | $381,953 | $81,497 | $80,650 | 19 | $80,675 | $35,057 | $48,722 |
| 2023 | $1,012,194 | $275,748 | $5,285 | $4,650 | 7 | $4,225 | $24,056 | $36,008 |
| 2022 | $741,731 | $208,430 | $32,785 | $26,178 | 15 | $29,038 | $4,768 | $26,744 |
| 2021 | $566,086 | $107,186 | $32,583 | $31,425 | 11 | $31,450 | $6,134 | $24,471 |
| 2020 | $491,483 | $59,642 | $33,282 | $26,950 | 14 | — | $5,860 | $22,869 |
Under IRS private-foundation payout rules, Bert Family Foundation reported a distributable amount of $49K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants show support for organizations working in areas including health care, arts and culture, education, conservation, public libraries, animal welfare, and community services. These are areas reflected in the listed grants, not a stated foundation-wide focus.
St. Mary’s Health Clinics describes its work as providing free primary health care to poor and medically underserved people through clinics in the Minneapolis–St. Paul metro area. The Ordway Center for the Performing Arts says its mission is to provide exceptional artistic, educational, and cultural experiences. The National Parks Conservation Association describes its mission as protecting America’s national parks for present and future generations.
Grantmaking
In 2024, the foundation gave $80,650 through 19 grants. Grants ranged from $50 to $50,000, with a median grant of $200. Its largest grants included $50,000 to St. Mary’s Health Clinics, $10,000 to Panda Educational Foundation, $5,000 each to AANA Education Foundation and Bike Park, and $3,600 to King of Kings Church.
Other listed 2024 grants included $2,000 to the Ordway Center for the Performing Arts and $2,000 to Save the Boundary Waters; $1,000 each to the Friends of St. Paul Public Library and Woodbury Police K9 Fund; and $200 to the National Parks Conservation Association.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Jack M Bert and Mary L Bert as trustees.
Bert Family Foundation's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Jack M. Bert
Trustee
On filings since 2020
0 hrs/week
No compensation reported
Mary L. Bert
Trustee
On filings since 2020
0 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Bert Family Foundation
How much does Bert Family Foundation give each year?
Bert Family Foundation gave $81K across 19 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $5K across 7 grants.
What is Bert Family Foundation's typical grant size?
Bert Family Foundation's median grant in 2024 was $200, and its average grant was $4,245, across 19 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Bert Family Foundation that year got $9K on average.
Where does Bert Family Foundation give grants?
Bert Family Foundation gives mostly in Minnesota: 81% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Arizona (12%) and Illinois (6%). The most frequent recipient cities were St. Paul, MN (5 grants), Woodbury, MN (3 grants) and Washington, DC (2 grants).
Does Bert Family Foundation give general operating support?
Not in 2024: none of the 19 grants with a stated purpose on Bert Family Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (19 grants).
Who are Bert Family Foundation's largest grantees?
Bert Family Foundation's largest 2024 grantees include St Mary's Health Clinics ($50,000), Panda Educational Foundation ($10,000) and Aana Education Foundation ($5,000), according to its 2024 IRS Form 990-PF. Together they received 81% of its itemized 2024 grant dollars.
How large is Bert Family Foundation?
Bert Family Foundation reported $1.3M in total assets on its 2024 IRS Form 990-PF. It paid out $81K in qualifying distributions that year, against a required minimum of $49K (roughly 5% of its investment assets).
What does Bert Family Foundation fund?
No mission statement for the foundation is provided. Its 2024 grants show support for organizations working in areas including health care, arts and culture, education, conservation, public libraries, animal welfare, and community services. See mission & focus areas ↑
How do I apply for a grant from Bert Family Foundation?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Bert Family Foundation's EIN?
Bert Family Foundation's EIN (Employer Identification Number) is 83-6372665. IRS Form 990 filing data is available on this page for 2020–2024.
Does Bert Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Bert Family Foundation funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/bert-family-foundation-morg_fdba0720bd0f4a929dcc24b4137fba95
BibTeX
@misc{grantable_836372665_2026,
author = {{Grantable}},
title = {{Bert Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/bert-family-foundation-morg_fdba0720bd0f4a929dcc24b4137fba95},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Bert Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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