Bertsch Family Foundation

SCOTTSDALE, AZ EIN: 47-4195868

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

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Cities

Ann ArborArlingtonBaltimoreBerkeleyDetroitEast LansingHarlanNew YorkPhoenixSouthfieldWindsor Heights

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$15K$30K$45K$60K20202021202220232024
Metric202420232022
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

$0$8K$15K$23K$30K5 grants20207 grants20219 grants20224 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

EMERSON SCHOOL$30KMUSICAL INSTRUMENT MUSEUM$258

Grant Size Distribution

27 grants across all recorded years

27<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
AMANDA BERTSCHPRESIDENT0.5
JAN A BERTSCHDIRECTOR0.5
ROBERT F BERTSCHDIRECTOR0.5

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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