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
No grants recorded for .
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
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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