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
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.
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
Among its reported 2024 grants, the largest include Carmel Catholic High School ($10,200), Cristo Rey ($7,600), Matthias Academy ($3,800).
| Recipient | Purpose | Amount |
|---|---|---|
| ALL ARE WELCOME SOCIAL SERVICES INC LIBERTYVILLE, IL | ASSIST CHARITABLE GOALS | $2,500 |
| BEACON PLACE WAUKEGAN, IL | ASSIST CHARITABLE GOALS | $2,500 |
| 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 |
| ST JOSEPH CHURCH LIBERTYVILLE, IL | ASSIST CHARITABLE GOALS | $2,500 |
| ZACHARIAS (SEXUAL ABUSE CENTER) GURNEE, IL | ASSIST CHARITABLE GOALS | $2,600 |
| FILL A HEART 4 KIDS LAKE FOREST, IL | ASSIST CHARITABLE GOALS | $3,800 |
| LAKE COUNTY CHILDRENS ADVOCACY CENTER GURNEE, IL | ASSIST CHARITABLE GOALS | $2,500 |
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
Frequently Asked Questions
What is Bertaud Family Foundation?
Bertaud Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LIBERTYVILLE, IL. It holds $668K in total assets as of 2024.
How large is Bertaud Family Foundation?
As of 2024, Bertaud Family Foundation holds $668K in total assets with $34K in annual revenue. It awarded 9 grants totaling $38K in 2024.
Where does Bertaud Family Foundation operate?
Bertaud Family Foundation has awarded grants in Illinois, Wisconsin.
What size grants does Bertaud Family Foundation award?
In 2024, Bertaud Family Foundation awarded 9 grants totaling $38K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Bertaud Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bertaud Family Foundation reported a distributable amount of $40K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Bertaud 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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