Bertsch Family Foundation
Bertsch Family Foundation is a private foundation, based in Scottsdale, AZ. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $334K in total assets. In 2025, it awarded 9 grants totaling $17K. Net investment income was $15K.
Bertsch Family Foundation at a glance
In short: Bertsch Family Foundation gave $17K across 9 grants in 2025 (avg $2K), mostly in Michigan. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $16,607
- -45.1% vs 2024
- Grants made (2025)
- 9
- +350.0% vs 2024
- Average grant
- $1,845
- -87.8% vs 2024
- Median grant
- $515
- Total assets
- $333,600
- +10.7% vs 2024
- Primary geography
- Michigan (70% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Bertsch Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Emerson School ($11K). Together the top 9 received $17K.
Grant Size Distribution
31 grants across all recorded years
The most common grant size was under $50K: 31 grants of 31 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
How Bertsch Family Foundation gives
- Giving held roughly steady from 2022 to 2025 (+10%). Method
- In 2025 it paid out 104% 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 2019 to 2025, annual grant giving ranged from $14K (2019) to $30K (2024). In 2025 it made 9 grants totaling $17K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Emerson School Ann Arbor, MI | Educational | $10,676 |
| Johns Hopkins Whiting School of Eng Baltimore, MD | Educational | $1,500 |
| Michigan State University East Lansing, MI | Educational | $1,000 |
| Shelby County Historical Museum Harlan, IA | Historical | $1,000 |
| Musical Instrument Museum Phoenix, AZ | Educational | $515 |
| Sacred Heart Community Service San Jose, CA | Community Service | $500 |
| American University Washington, DC | Educational | $500 |
| Desert Botanical Garden Phoenix, AZ | Conservation | $500 |
| Hall of Flame Fire Museum Phoenix, AZ | Historical | $416 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $333,600 | $14,934 | $17,267 | $16,607 | 9 | $16,607 | $14,934 | $15,924 |
| 2024 | $301,486 | $2,067 | $30,888 | $30,258 | 2 | $30,258 | $2,067 | $13,632 |
| 2023 | $244,971 | $271 | $19,803 | $19,200 | 4 | $19,200 | $1,007 | $11,368 |
| 2022 | $210,289 | $4,415 | $16,493 | $15,080 | 9 | $15,080 | $4,415 | $12,928 |
| 2021 | $321,421 | $54,829 | $17,966 | $16,600 | 7 | $16,600 | $54,824 | $15,065 |
| 2020 | $311,659 | $45,649 | $17,544 | $17,301 | 5 | — | $45,649 | $13,131 |
| 2019 | $238,962 | $18,899 | $14,754 | $14,205 | 3 | — | $18,899 | $10,879 |
Under IRS private-foundation payout rules, Bertsch Family Foundation reported a distributable amount of $16K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bertsch Family Foundation is led by Amanda Bertsch, President on every filing since 2019; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Amanda Bertsch
President
On filings since 2019
0.5 hrs/week
No compensation reported
Jan A. Bertsch
Director
On filings since 2019
0.5 hrs/week
No compensation reported
Robert F. Bertsch
Director
On filings since 2019
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 Bertsch Family Foundation
How much does Bertsch Family Foundation give each year?
Bertsch Family Foundation gave $17K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $30K across 2 grants.
What is Bertsch Family Foundation's typical grant size?
Bertsch Family Foundation's median grant in 2025 was $515, and its average grant was $1,845, across 9 grants on its 2025 IRS Form 990-PF.
Where does Bertsch Family Foundation give grants?
Bertsch Family Foundation gives mostly in Michigan: 70% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Maryland (9%) and Arizona (9%). The most frequent recipient cities were Phoenix, AZ (3 grants).
Does Bertsch Family Foundation give general operating support?
Not in 2025: none of the 9 grants with a stated purpose on Bertsch Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Educational" (5 grants).
Who are Bertsch Family Foundation's largest grantees?
Bertsch Family Foundation's largest 2025 grantees include Emerson School ($10,676), Johns Hopkins Whiting School of Eng ($1,500) and Michigan State University ($1,000), according to its 2025 IRS Form 990-PF. Together they received 79% of its itemized 2025 grant dollars.
How large is Bertsch Family Foundation?
Bertsch Family Foundation reported $334K in total assets on its 2025 IRS Form 990-PF. It paid out $17K in qualifying distributions that year, against a required minimum of $16K (roughly 5% of its investment assets).
What is Bertsch Family Foundation's EIN?
Bertsch Family Foundation's EIN (Employer Identification Number) is 47-4195868. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 19, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 18, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 16, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 23, 2024)
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