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.
Bertaud Family Foundation at a glance
In short: Bertaud Family Foundation gave $38K across 9 grants in 2024 (avg $4K), mostly in Illinois. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $38,000
- +11.8% vs 2023
- Grants made (2024)
- 9
- +0.0% vs 2023
- Average grant
- $4,222
- +11.8% vs 2023
- Median grant
- $2,600
- Total assets
- $667,884
- -2.3% vs 2023
- Primary geography
- Illinois (90% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Bertaud Family Foundation funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 9 itemized grants.
Cities
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.
Giving History
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.
Grants by year
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 |
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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 | $667,884 | $33,932 | $50,089 | $38,000 | 9 | $39,675 | $23,518 | $39,549 |
| 2023 | $683,513 | $24,984 | $45,009 | $34,000 | 9 | $35,600 | $15,575 | $35,869 |
| 2022 | $703,538 | $10,902 | $45,433 | $34,000 | 5 | $35,530 | $4,445 | $38,229 |
| 2021 | $738,069 | $38,803 | $56,300 | $44,200 | 10 | $45,757 | $27,045 | $43,148 |
| 2020 | $755,566 | $120,211 | $37,244 | $27,000 | 5 | — | $33,651 | $34,839 |
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.
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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Bertaud Family Foundation funds
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