Bertin Family Foundation
The Bertin Family Foundation is a private foundation based in North Salt Lake, Utah. It makes grants to support community impact and causes aligned with the foundation’s stated focus areas, including international development and humanitarian aid, community development, education opportunities, and initiatives of the Church of Jesus Christ of Latter-day Saints.
Bertin Family Foundation at a glance
In short: Bertin Family Foundation gave $2.5M across 56 grants in 2025 (avg $44K), mostly in Utah. 27% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $2,468,300
- +27.6% vs 2024
- Grants made (2025)
- 56
- +16.7% vs 2024
- Average grant
- $44,077
- +9.4% vs 2024
- Median grant
- $10,000
- Total assets
- $36,441,910
- +5.3% vs 2024
- New grantees (estimate)
- 27% first-time grantees (15 of 56, 2025)
- Primary geography
- Utah (79% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Bertin Family Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Its website says the Strategic Impact Grant application process is the primary mechanism for new and ongoing grants, with requests accepted September 1–30, 2026, and awards distributed in Q4. Applicants must register and complete the process. Eligibility requirements include IRS-recognized 501(c)(3) public-charity status in good standing, at least one full fiscal year of operations, annual financial statements and a Form 990, and an active, unpaid, independent board. Candid Gold or Platinum status is preferred. Requests should include a feasible plan, timeline, budget, and measurable outcomes; funded organizations must provide progress and impact reports. Grants are not made to individuals or for-profit entities, or for political campaigns or lobbying. A separate, limited track for one-time grants of $5,000 or less is noted as available January–July 2027 and requires a referral code for organizations invited by a trustee.
- Review Cycle
- September 30, 2026.
- Deadline
- September 30, 2026.
- Contact
Mailing address: 723 Mont Clair Drive, North Salt Lake, UT 84054
Phone: (385) 289-5871
Website: https://bertinfamilyfoundation.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Bertin Family Foundation
Who Bertin Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was The Church of Jesus Christ of LDS ($649K). Together the top 10 received $1.9M.
Grant Size Distribution
235 grants across all recorded years
The most common grant size was under $50K: 199 grants of 235 (85%).
Geographic Focus
Where this funder awards grants
The foundation’s stated community-development focus includes Utah and Santa Clara and San Mateo counties in California. In 2025, 79% of grant dollars went to recipients in Utah, 11% to California, 4% to Washington, D.C., 2% to New York, and 1% to Connecticut.
Grant Distribution by State
Share of 2025 grant dollars across all 56 itemized grants.
States
Cities
Is Bertin Family Foundation open to new grantees?
27%
first-time grantees, 2025
In 2025, 15 of 56 grantees (27%) were first-time recipients. First grants averaged $43K; repeat grants $45K. How we count
Medians: $8K first-time, $20K repeat.
- 70% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+12%). Method
- In 2025 it paid out 115% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $1.7M (2021) to $2.5M (2025). In 2025 it made 56 grants totaling $2.5M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Church of Jesus Christ of LDS Salt Lake City, UT | General Charitable Purposes | $649,000 |
| Huntsman Cancer Foundation Salt Lake City, UT | General Charitable Purposes | $500,000 |
| Huntsman Mental Health Institute Salt Lake City, UT | General Charitable Purposes | $250,000 |
| Room to Read San Francisco, CA | General Charitable Purposes | $150,000 |
| Saprea Lehi, UT | General Charitable Purposes | $125,000 |
| Doctors Without Borders New York, NY | General Charitable Purposes | $52,000 |
| G20 Interfaith Forum Washington, DC | General Charitable Purposes | $50,000 |
| Intermountain Foundation Salt Lake City, UT | Primary Childrens Hospital | $50,000 |
| World Central Kitchen Washington, DC | General Charitable Purposes | $50,000 |
| Weber State University Ogden, UT | Scholarship | $40,000 |
Ready to take the next step with Bertin Family Foundation?
Financial History
Multi-year comparison from IRS filings
Grantmaking totals reported by filing year:
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $36,441,910 | $4,559,670 | $2,719,864 | $2,468,300 | 56 | $2,484,716 | $4,390,138 | $2,167,554 |
| 2024 | $34,602,104 | $1,306,799 | $2,120,168 | $1,934,500 | 48 | $1,938,391 | $1,136,490 | $2,090,726 |
| 2023 | $35,415,473 | $1,116,757 | $2,309,825 | $2,117,750 | 46 | $2,146,515 | $953,445 | $1,921,419 |
| 2022 | $36,608,541 | $184,354 | $2,463,761 | $2,195,000 | 47 | $2,199,328 | $602,482 | $1,982,934 |
| 2021 | $38,887,949 | $8,195,010 | $1,880,283 | $1,682,595 | 38 | $1,686,832 | $4,886,509 | $2,025,685 |
| 2020 | $32,103,118 | $1,064,302 | $1,952,728 | $1,782,500 | 32 | — | $904,760 | $1,750,412 |
Under IRS private-foundation payout rules, Bertin Family Foundation reported a distributable amount of $2.2M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation says its family is collectively responsible for a “unique public trust” and strives to create impact, improve the world, and further the family’s values.
Its stated focus areas are international development and humanitarian aid; community development in Utah and Santa Clara and San Mateo counties in California; education opportunities; and initiatives of the Church of Jesus Christ of Latter-day Saints. It supports 501(c)(3) public charities. Among its 2025 grantees, Room to Read describes its mission as addressing illiteracy and gender inequality, while Saprea says it works to liberate individuals and society from child sexual abuse and its lasting impacts. World Central Kitchen describes its work as providing meals in response to humanitarian, climate, and community crises.
Grantmaking
In 2025, the foundation awarded 56 grants totaling $2,468,300. Grant amounts ranged from $500 to $649,000, with a median of $10,000. Recent giving was $1,934,500 across 48 grants in 2024 and $2,117,750 across 46 grants in 2023.
Notable 2025 grants included $649,000 to The Church of Jesus Christ of Latter-day Saints, $500,000 to Huntsman Cancer Foundation, $250,000 to Huntsman Mental Health Institute, $150,000 to Room to Read, and $125,000 to Saprea. Huntsman Cancer Foundation says its mission is to support the future of cutting-edge research at Huntsman Cancer Institute. Other 2025 grants included $50,000 to World Central Kitchen and $38,000 to Latinos in Action; Latinos in Action describes its mission as helping Latino youth become college- and career-ready through culture, service, leadership, and education.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Kim C. Bertin and Jennifer Bertin as trustees. It lists Elizabeth B. Mumford, Stephanie Bertin, Michelle Garff, James A. Bertin, and Alex M. Bertin as directors.
Bertin Family Foundation's 2025 filing lists 7 officers; none of the 7 officers listed in 2025 report compensation.
Officers on the 2025 filing
Alex M. Bertin
Director
On filings since 2020
No compensation reported
Elizabeth B. Mumford
Director
On filings since 2020
No compensation reported
James A. Bertin
Director
On filings since 2020
No compensation reported
Jennifer Bertin
Trustee
On filings since 2020
No compensation reported
Kim C. Bertin
Trustee
On filings since 2020
No compensation reported
Michelle Garff
Director
On filings since 2020
No compensation reported
Stephanie Bertin
Director
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 Bertin Family Foundation
How much does Bertin Family Foundation give each year?
Bertin Family Foundation gave $2.5M across 56 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.9M across 48 grants.
What is Bertin Family Foundation's typical grant size?
Bertin Family Foundation's median grant in 2025 was $10,000, and its average grant was $44,077, across 56 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Bertin Family Foundation that year got $43K on average.
Where does Bertin Family Foundation give grants?
Bertin Family Foundation gives mostly in Utah: 79% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was California (11%). The most frequent recipient cities were Salt Lake City, UT (11 grants), Menlo Park, CA (4 grants), Sandy, UT (3 grants) and Provo, UT (3 grants).
Does Bertin Family Foundation give general operating support?
Yes: 93% of Bertin Family Foundation's 2025 grants with a stated purpose (52 of 56) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Scholarship" (3 grants).
Who are Bertin Family Foundation's largest grantees?
Bertin Family Foundation's largest 2025 grantees include The Church of Jesus Christ of LDS ($649,000), Huntsman Cancer Foundation ($500,000) and Huntsman Mental Health Institute ($250,000), according to its 2025 IRS Form 990-PF. Together they received 57% of its itemized 2025 grant dollars.
How large is Bertin Family Foundation?
Bertin Family Foundation reported $36.4M in total assets on its 2025 IRS Form 990-PF. It paid out $2.5M in qualifying distributions that year, against a required minimum of $2.2M (roughly 5% of its investment assets).
What does Bertin Family Foundation fund?
The foundation says its family is collectively responsible for a “unique public trust” and strives to create impact, improve the world, and further the family’s values. See mission & focus areas ↑
How do I apply for a grant from Bertin Family Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Bertin Family Foundation's EIN?
Bertin Family Foundation's EIN (Employer Identification Number) is 87-0638640. IRS Form 990 filing data is available on this page for 2020–2025.
Does Bertin Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 9, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 2, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 30, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 20, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 25, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 8, 2026)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in Bertin Family Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Bertin Family Foundation funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/bertin-family-foundation-morg_47c174414a604ef8a14cb1e8df4e7b65
BibTeX
@misc{grantable_870638640_2026,
author = {{Grantable}},
title = {{Bertin Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/bertin-family-foundation-morg_47c174414a604ef8a14cb1e8df4e7b65},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Bertin Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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