Eugenia & Lawrence a Bertetti Foundation
Eugenia & Lawrence a Bertetti Foundation is a private foundation, based in San Antonio, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $277K in total assets. In 2025, it awarded 5 grants totaling $18K. Net investment income was $14K.
Key facts about Eugenia & Lawrence a Bertetti Foundation
- EIN
- 74-2553221
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $18,000
- Grants made (2025)
- 5
- Average grant
- $3,600
- Median grant
- $1,300
- Total assets
- $277,218
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated April 2026.
Who Eugenia & Lawrence a Bertetti Foundation funds
By grant dollars, the top recipient states for Eugenia & Lawrence a Bertetti Foundation's 5 itemized 2025 grants were Texas (100%). The most frequent recipient cities were San Antonio, TX (5 grants). 100% of grants with a stated purpose were for general or operating support.
How Eugenia & Lawrence a Bertetti Foundation gives
- Giving held roughly steady from 2022 to 2025 (+9%). Method
- In 2022 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Eugenia & Lawrence a Bertetti Foundation
- How to evaluate Eugenia & Lawrence a Bertetti Foundation as a funder
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$277K
-1.0% YoY
Annual Giving
$18K
+7.1% YoY
Grant Count
5
+25.0% YoY
Avg Grant Size
$4K
-14.3% YoY
About Eugenia & Lawrence a Bertetti Foundation
Based on IRS filings
Eugenia & Lawrence a Bertetti Foundation is a private foundation, based in San Antonio, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $277K in total assets. In 2025, it awarded 5 grants totaling $18K. Net investment income was $14K.
Ready to take the next step with Eugenia & Lawrence a Bertetti Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 5 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $277,218 | $279,925 | $281,957 |
| Revenue | $16,748 | $16,159 | $9,634 |
| Expenses | $19,455 | $18,191 | $17,550 |
| Qualifying Distributions | $18,000 | $16,800 | $16,300 |
| Net Investment Income | $14,018 | $14,768 | $8,384 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
Grant Size Distribution
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include Remember the Alamo Foundation ($10,000), McNay Art Museum ($5,000), San Antonio Public Library ($1,300).
| Recipient | Purpose | Amount |
|---|---|---|
| REMEMBER THE ALAMO FOUNDATION San Antonio, TX | ANNUAL FUND/PROGRAM EXPENSES | $10,000 |
| MCNAY ART MUSEUM San Antonio, TX | ANNUAL FUND/PROGRAM EXPENSES | $5,000 |
| SAN ANTONIO PUBLIC LIBRARY San Antonio, TX | ANNUAL FUND/PROGRAM EXPNESES | $1,300 |
| MONTE VISTA HISTORICAL ASSOCIATION San Antonio, TX | ANNUAL FUND/PROGRAM EXPENSES | $1,200 |
| LANDA GARDENS CONSERVANCY San Antonio, TX | ANNUAL FUND/PROGARAM EXPENSES | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Laura Bertetti Baucum | Trustee | 1 | — |
| Linda L Bertetti | Trustee | 1 | — |
Frequently Asked Questions
How large is Eugenia & Lawrence a Bertetti Foundation?
As of 2025, Eugenia & Lawrence a Bertetti Foundation holds $277K in total assets with $17K in annual revenue. It awarded 5 grants totaling $18K in 2025.
Where does Eugenia & Lawrence a Bertetti Foundation operate?
Eugenia & Lawrence a Bertetti Foundation has awarded grants in Texas.
What size grants does Eugenia & Lawrence a Bertetti Foundation award?
In 2025, Eugenia & Lawrence a Bertetti Foundation awarded 5 grants totaling $18K — an average of about $4K per grant, based on its IRS Form 990 filings.
What is Eugenia & Lawrence a Bertetti Foundation's EIN?
Eugenia & Lawrence a Bertetti Foundation's EIN (Employer Identification Number) is 74-2553221. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.