Bertaud Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
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
About Bertaud Family Foundation
Based on IRS filings
Bertaud Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
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 | $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 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
38 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FRANCOIS X BERTAUD | PRESIDENT | 1.25 | — |
| JEANNE M BERTAUD | SECRETARY | 0.25 | — |
| MARC H BERTAUD | TREASURER | 0.25 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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