Bertaud Family Foundation
Bertaud Family Foundation is a private foundation, based in Libertyville, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $668K in total assets. In 2024, it awarded 9 grants totaling $38K. Net investment income was $24K.
Key facts about Bertaud Family Foundation
In short: Bertaud Family Foundation gave $38K across 9 grants in 2024 (avg $4K), mostly in Illinois. Source: 2024 IRS Form 990-PF.
- EIN
- 26-1507752
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $38,000
- Grants made (2024)
- 9
- Average grant
- $4,222
- Median grant
- $2,600
- Total assets
- $667,884
- Primary geography
- Illinois (90% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$668K
-2.3% YoY
Annual Giving
$38K
+11.8% YoY
Grant Count
9
+0.0% YoY
Avg Grant Size
$4K
+11.8% YoY
Under IRS private-foundation payout rules, Bertaud Family Foundation reported a distributable amount of $40K for 2024 — the minimum it must pay out in qualifying distributions.
How Bertaud Family Foundation gives
- Giving held roughly steady from 2021 to 2024 (−14%). Method
- In 2024 it paid out 100% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Ready to take the next step with Bertaud Family Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 9 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $27K (2020) to $44K (2021). In 2024 it made 9 grants totaling $38K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
The largest 2024 recipient was Carmel Catholic High School ($10K). Together the top 9 received $38K.
Grant Size Distribution
38 grants across all recorded years
The most common grant size was under $50K: 38 grants of 38 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Carmel Catholic High School Mundelein, IL | Assist Charitable Goals | $10,200 |
| Cristo Rey Waukegan, IL | Assist Charitable Goals | $7,600 |
| Matthias Academy Bristol, WI | Assist Charitable Goals | $3,800 |
| Fill a Heart 4 Kids Lake Forest, IL | Assist Charitable Goals | $3,800 |
| Zacharias (Sexual Abuse Center) Gurnee, IL | Assist Charitable Goals | $2,600 |
| All Are Welcome Social Services Inc Libertyville, IL | Assist Charitable Goals | $2,500 |
| Beacon Place Waukegan, IL | Assist Charitable Goals | $2,500 |
| St Joseph Church Libertyville, IL | Assist Charitable Goals | $2,500 |
| Lake County Childrens Advocacy Center Gurnee, IL | Assist Charitable Goals | $2,500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $667,884 | $683,513 | $703,538 |
| Revenue | $33,932 | $24,984 | $10,902 |
| Expenses | $50,089 | $45,009 | $45,433 |
| Qualifying Distributions | $39,675 | $35,600 | $35,530 |
| Net Investment Income | $23,518 | $15,575 | $4,445 |
| Distributable Amount | $39,549 | $35,869 | $38,229 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Bertaud Family Foundation is led by Francois X. Bertaud, President on every filing since 2020; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Francois X. Bertaud
President
On filings since 2020
1.3 hrs/week
No compensation reported
Jeanne M. Bertaud
Secretary
On filings since 2020
0.3 hrs/week
No compensation reported
Marc H. Bertaud
Treasurer
On filings since 2020
0.3 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 Bertaud Family Foundation
How much does Bertaud Family Foundation give each year?
Bertaud Family Foundation gave $38K across 9 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $34K across 9 grants.
What is Bertaud Family Foundation's typical grant size?
Bertaud Family Foundation's median grant in 2024 was $2,600, and its average grant was $4,222, across 9 grants on its 2024 IRS Form 990-PF.
Where does Bertaud Family Foundation give grants?
Bertaud Family Foundation gives mostly in Illinois: 90% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Wisconsin (10%). The most frequent recipient cities were Waukegan, IL (2 grants), Gurnee, IL (2 grants) and Libertyville, IL (2 grants).
Does Bertaud Family Foundation give general operating support?
Not in 2024: none of the 9 grants with a stated purpose on Bertaud Family Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Assist Charitable Goals" (9 grants).
Who are Bertaud Family Foundation's largest grantees?
Bertaud Family Foundation's largest 2024 grantees include Carmel Catholic High School ($10,200), Cristo Rey ($7,600) and Matthias Academy ($3,800), according to its 2024 IRS Form 990-PF. Together they received 57% of its itemized 2024 grant dollars.
How large is Bertaud Family Foundation?
Bertaud Family Foundation reported $668K in total assets on its 2024 IRS Form 990-PF. It paid out $40K in qualifying distributions that year, against a required minimum of $40K (roughly 5% of its investment assets).
What is Bertaud Family Foundation's EIN?
Bertaud Family Foundation's EIN (Employer Identification Number) is 26-1507752. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Bertaud Family Foundation by hand.
Explore Open Grants
Browse active grant opportunities in Bertaud Family Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Trustmark Foundation
Lake Forest, IL
Trustmark Foundation funds health, education, and community well-being initiatives, primarily in Illinois, with additional giving in Minnesota and other states where Trustmark associates live and work. Its 2025 grants ranged from $30 to $177,500, with a median of $2,500. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$14.5M
Grants
231
Total Given
$1.8M
Kiwanis Foundation of Lake Bluff & Lake
Lake Bluff, IL
The foundation supports educational and youth opportunities, family essentials, food assistance, and services for people with Down syndrome, primarily in Illinois. Its 2025 grants ranged from $500 to $10,000, with a median of $2,500. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$801K
Grants
25
Total Given
$77K
AbbVie Foundation
North Chicago, IL
The AbbVie Foundation funds health equity, access to care, cancer care, and community-led health solutions through partnerships and local programs, supporting communities worldwide. Its 2025 grants ranged from $8,000 to $15 million, with a median of $25,000. It says it funds only preselected organizations and does not accept unsolicited requests; a separate Health Equity Accelerator is listed as encouraging applications, but its application details are not specified.
Assets
$265.6M
Grants
65
Total Given
$47.1M
The Lake County Community Foundation
Grayslake, IL
The Lake County Community Foundation funds nonprofits addressing basic needs and improving quality of life for Lake County residents, including work in food access, housing, health care, education, transportation, and legal support. Its 2025 grants ranged from $5,500 to $230,829, with a median of $25,500. It accepts letters of inquiry for its Growing Communities grants; food-system and some other grants are by invitation.
Assets
$26.9M
Grants
44
Total Given
$1.5M
United Way of Lake County Inc
Gurnee, IL
United Way of Lake County funds program support for youth opportunity, education, family needs, and community resilience, primarily in Lake County, Illinois, with some grants in Wisconsin. Its 2025 grants ranged from $7,685 to $51,000, with a median of $14,771. The profile does not state whether it accepts unsolicited requests.
Assets
$8.8M
Grants
6
Total Given
$137K
The Chicago Community Trust
Chicago, IL
The Chicago Community Trust funds nonprofits addressing economic mobility, wealth gaps, and urgent community needs, with priorities including homeownership, small businesses, education, quality jobs, and investment in underinvested communities. Its 2025 itemized grants had a median of $26,500, though awards vary widely; grants generally benefit Chicago-region residents, and the Trust directs applicants to open opportunities but does not state whether it accepts unsolicited requests.
Assets
$7.1B
Grants
4,316
Total Given
$1.2B
John and Kathleen Schreiber Foundation
Lake Forest, IL
The John and Kathleen Schreiber Foundation supports early childhood and K-postsecondary education, health, housing, immigrant justice, and basic needs and economic mobility in Lake County, with a focus on Chicago and Lake County, Illinois, especially Chicago’s South and West Sides. In 2024, grants ranged from $15,000 to $3 million, with a median of $262,500. It does not accept unsolicited requests; applications are by invitation only.
Assets
—
Grants
60
Total Given
$32.4M
United Way Worldwide
Alexandria, VA
United Way Worldwide supports community-focused work in health, youth opportunity, financial security, resilience, disaster recovery, education, and human services, including local United Way organizations. Its 2024 grants ranged from $5,100 to $736,333, with a median of $22,675, and went to recipients across multiple U.S. states; it describes its broader reach as global. No application process for unsolicited grant requests is specified.
Assets
$68.0M
Grants
209
Total Given
$11.4M
The Allstate Foundation
Northbrook, IL
The Allstate Foundation funds youth empowerment, efforts to prevent and address relationship abuse, nonprofit leadership, and related economic opportunity and equity work. Its 2024 grants ranged from $250 to $2 million, with a median of $1,000, and awards must support work in the United States. It accepts proposals from organizations beyond a preselected list; proposals are reviewed as received.
Assets
—
Grants
2,010
Total Given
$38.0M
Elks National Foundation Inc
Chicago, IL
The Elks National Foundation funds scholarships, youth programs, veterans services, disaster relief, and community projects, primarily through Elks Lodges and state associations in communities across the United States where Elks live and work. Its 2025 grants had a median of $8,500, though amounts varied widely; the listed Beacon and Freedom Grants are limited to Elks Lodges. The profile does not state whether it accepts unsolicited requests.
Assets
$954.1M
Grants
1,536
Total Given
$36.5M
John D and Catherine T Macarthur
Chicago, IL
The foundation funds a broad range of work, including journalism, arts, Chicago communities, climate and clean energy, homelessness, human rights, and criminal justice reform. Its 2024 grants had a median of $160,000, with awards ranging from $450 to $21 million; funding is nationwide, with the largest shares going to New York, Illinois, and Washington, D.C. Application rules vary by program: some accept self-nominations or Letters of Inquiry, while others generally do not fund unsolicited proposals.
Assets
$9.3B
Grants
1,086
Total Given
$356.1M
More Funders in Illinois
Bertaud Family Foundation down — hundreds of funders to go?