Bert Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WOODBURY, MN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 19 grants totaling $81K. Net investment income was $35K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.3M
+29.7% YoY
Annual Giving
$81K
+1634.4% YoY
Grant Count
19
+171.4% YoY
Avg Grant Size
$4K
+539.0% YoY
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.
About Bert Family Foundation
Based on IRS filings
Bert Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WOODBURY, MN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 19 grants totaling $81K. Net investment income was $35K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,312,650 | $1,012,194 | $741,731 |
| Revenue | $381,953 | $275,748 | $208,430 |
| Expenses | $81,497 | $5,285 | $32,785 |
| Qualifying Distributions | $80,675 | $4,225 | $29,038 |
| Net Investment Income | $35,057 | $24,056 | $4,768 |
| Distributable Amount | $48,722 | $36,008 | $26,744 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
66 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include St Mary's Health Clinics ($50,000), Panda Educational Foundation ($10,000), Aana Education Foundation ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AANA EDUCATION FOUNDATION ROSEMOUNT, IL | CHARITABLE | $5,000 |
| ANIMAL HUMANE SOCIETY WOODBURY, MN | CHARITABLE | $100 |
| GLACIER NATIONAL PARK CONSERVANCY COLUMBIA FALLS, MT | CHARITABLE | $100 |
| KING OF KINGS CHURCH WOODBURY, MN | CHARITABLE | $3,600 |
| MINNESOTA PUBLIC RADIO ST PAUL, MN | CHARITABLE | $100 |
| MN SHERIFF'S ASSOCIATION ST PAUL, MN | CHARITABLE | $50 |
| NATIONAL PARK FOUNDATION WASHINGTON, DC | CHARITABLE | $100 |
| NATIONAL PARKS CONSERVATION ASSOCIATION WASHINGTON, DC | CHARITABLE | $200 |
| NORTHERN STAR SCOUTING FORT SNELLING, MN | CHARITABLE | $100 |
| OPEN CUPBOARD OAKDALE, MN | CHARITABLE | $150 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JACK M BERT | TRUSTEE | 0.01 | — |
| MARY L BERT | TRUSTEE | 0.01 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bert Family Foundation?
Bert Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WOODBURY, MN. It holds $1.3M in total assets as of 2024.
How large is Bert Family Foundation?
As of 2024, Bert Family Foundation holds $1.3M in total assets with $382K in annual revenue. It awarded 19 grants totaling $81K in 2024.
Where does Bert Family Foundation operate?
Bert Family Foundation has awarded grants in Arizona, District of Columbia, Florida, Idaho, Illinois, Minnesota, Montana, New York, Texas, Wisconsin.
What size grants does Bert Family Foundation award?
In 2024, Bert Family Foundation awarded 19 grants totaling $81K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Bert Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bert Family Foundation reported a distributable amount of $49K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Bert Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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