Bertin Family Foundation
The Bertin Family Foundation is a private, independent 501(c)(3) foundation established in 1999 and based in North Salt Lake, Utah. As a family foundation, it operates as a grantmaking organization dedicated to creating measurable impact and advancing the values held by the Bertin family.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$34.6M
-2.3% YoY
Annual Giving
$1.9M
-8.7% YoY
Grant Count
48
+4.3% YoY
Avg Grant Size
$40K
-12.5% YoY
Mission & Focus Areas
Mission Statement: As a family, the foundation is collectively responsible for a unique public trust. The organization strives to create impact, improve the world, and further the values the family believes in.
Primary Focus Areas:
- Church of Jesus Christ of Latter-day Saints Initiatives
- Education
- Human Services
- Philanthropy and Voluntarism
Grantmaking
The foundation is an active grantmaker with a demonstrated commitment to impact-driven philanthropy.
Grant Range
$500–$860,000
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Geographic Focus
Where this funder awards grants
The foundation's grantmaking focuses primarily on:
- Utah
- California
- New York
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of December 2024:
- Total Assets: $34,602,104
- Total Revenue: $1,306,799
- Total Expenses: $2,120,168
- Total Liabilities: $0
Revenue Composition (2024):
- Investment income and dividends: $1,093,754
- Net gain from sale of non-inventory assets: $213,045
Tax Status: Tax-exempt since July 2000 (EIN: 87-0638640)
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $34,602,104 | $35,415,473 | $36,608,541 |
| Revenue | $1,306,799 | $1,116,757 | $184,354 |
| Expenses | $2,120,168 | $2,309,825 | $2,463,761 |
| Qualifying Distributions | $1,938,391 | $2,146,515 | $2,199,328 |
| Net Investment Income | $1,136,490 | $953,445 | $602,482 |
| Distributable Amount | $2,090,726 | $1,921,419 | $1,982,934 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
211 grants across all recorded years
Open Grants
1 open opportunity from Bertin Family Foundation
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
Trustees:
- Kim C Bertin
- Jennifer Bertin
- Elizabeth B Mumford
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KIM C BERTIN | TRUSTEE | 1 | — |
| JENNIFER BERTIN | TRUSTEE | 0.5 | — |
| ELIZABETH B MUMFORD | DIRECTOR | — | — |
| STEPHANIE BERTIN | DIRECTOR | — | — |
| MICHELLE GARFF | DIRECTOR | — | — |
| JAMES A BERTIN | DIRECTOR | — | — |
| ALEX M BERTIN | DIRECTOR | — | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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