Lorraine F Bertsch and Fred S Bertsch Jr Foundation
Lorraine F Bertsch and Fred S Bertsch Jr Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WHITEHALL, MI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $158K in total assets. In 2024, it awarded 6 grants totaling $21K. Net investment income was $12K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$158K
+10.5% YoY
Annual Giving
$21K
+40.0% YoY
Grant Count
6
+0.0% YoY
Avg Grant Size
$4K
+40.0% YoY
About Lorraine F Bertsch and Fred S Bertsch Jr Foundation
Based on IRS filings
Lorraine F Bertsch and Fred S Bertsch Jr Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WHITEHALL, MI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $158K in total assets. In 2024, it awarded 6 grants totaling $21K. Net investment income was $12K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $157,938 | $142,926 | $87,640 |
| Revenue | $23,437 | $43,130 | $55,042 |
| Expenses | $22,913 | $15,337 | $13,774 |
| Qualifying Distributions | $21,000 | $15,000 | $13,000 |
| Net Investment Income | $12,400 | $1,459 | $879 |
| Distributable Amount | — | $29 | $18 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
23 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include USS Silversides Museum ($7,000), USS Silversidwa Museum ($6,000), Idris McCoy ($2,000).
| Recipient | Purpose | Amount |
|---|---|---|
| USS Silversidwa Museum Muskegon, MI | Grant for Educational program at USS Silversides Museum consisting of history lessons and STEM programs. | $6,000 |
| USS Silversides Museum Muskegon, MI | Donation for operating expenses of USS Silversides Museum | $7,000 |
| Idris McCoy Muskegon, MI | 2000 Scholarship for Educational purposes | $2,000 |
| Madison Beatty Grand Haven, MI | Scholarship for Educational purposes | $2,000 |
| Robert Reno Whitehall, MI | Scholarship for Educational purses | $2,000 |
| Will Greer Grand Rapids, MI | Scholarship for Educational Purposes | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DR Mary Jo Bertsch | Chairman | 1 | — |
| Fred S Bertsch III | Treasurer | 1 | — |
| Dr Stuart R Bertsch | secretary | 1 | — |
| James T Bertsch | Registered State Agent | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Lorraine F Bertsch and Fred S Bertsch Jr Foundation?
Lorraine F Bertsch and Fred S Bertsch Jr Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WHITEHALL, MI. It holds $158K in total assets as of 2024.
How large is Lorraine F Bertsch and Fred S Bertsch Jr Foundation?
As of 2024, Lorraine F Bertsch and Fred S Bertsch Jr Foundation holds $158K in total assets with $23K in annual revenue. It awarded 6 grants totaling $21K in 2024.
Where does Lorraine F Bertsch and Fred S Bertsch Jr Foundation operate?
Lorraine F Bertsch and Fred S Bertsch Jr Foundation has awarded grants in Michigan.
What size grants does Lorraine F Bertsch and Fred S Bertsch Jr Foundation award?
In 2024, Lorraine F Bertsch and Fred S Bertsch Jr Foundation awarded 6 grants totaling $21K — an average of about $4K per grant, based on its IRS Form 990 filings.
What is Lorraine F Bertsch and Fred S Bertsch Jr Foundation's EIN?
Lorraine F Bertsch and Fred S Bertsch Jr Foundation's EIN (Employer Identification Number) is 84-3785176. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.