Bertsch Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SCOTTSDALE, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $301K in total assets. In 2024, it awarded 2 grants totaling $30K. Net investment income was $2K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$301K
+23.1% YoY
Annual Giving
$30K
+57.6% YoY
Grant Count
2
-50.0% YoY
Avg Grant Size
$15K
+215.2% YoY
Under IRS private-foundation payout rules, Bertsch Family Foundation reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.
About Bertsch Family Foundation
Based on IRS filings
Bertsch Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SCOTTSDALE, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $301K in total assets. In 2024, it awarded 2 grants totaling $30K. Net investment income was $2K.
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 | $301,486 | $244,971 | $210,289 |
| Revenue | $2,067 | $271 | $4,415 |
| Expenses | $30,888 | $19,803 | $16,493 |
| Qualifying Distributions | $30,258 | $19,200 | $15,080 |
| Net Investment Income | $2,067 | $1,007 | $4,415 |
| Distributable Amount | $13,632 | $11,368 | $12,928 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
27 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Emerson School ($30,000), Musical Instrument Museum ($258).
| Recipient | Purpose | Amount |
|---|---|---|
| EMERSON SCHOOL ANN ARBOR, MI | EDUCATIONAL INSTITUTION | $30,000 |
| MUSICAL INSTRUMENT MUSEUM Phoenix, AZ | EDUCATIONAL | $258 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| AMANDA BERTSCH | PRESIDENT | 0.5 | — |
| JAN A BERTSCH | DIRECTOR | 0.5 | — |
| ROBERT F BERTSCH | DIRECTOR | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bertsch Family Foundation?
Bertsch Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SCOTTSDALE, AZ. It holds $301K in total assets as of 2024.
How large is Bertsch Family Foundation?
As of 2024, Bertsch Family Foundation holds $301K in total assets with $2K in annual revenue. It awarded 2 grants totaling $30K in 2024.
Where does Bertsch Family Foundation operate?
Bertsch Family Foundation has awarded grants in Arizona, California, Iowa, Maryland, Michigan, New York, Virginia.
What size grants does Bertsch Family Foundation award?
In 2024, Bertsch Family Foundation awarded 2 grants totaling $30K — an average of about $15K per grant, based on its IRS Form 990 filings.
How much is Bertsch Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bertsch Family Foundation reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Bertsch 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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