//
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Bertaud Family Foundation is a private corporation based in LIBERTYVILLE, IL. The foundation received its IRS ruling in 2009. The principal officer is Francois X Bertaud. It holds total assets of $668K. Annual income is reported at $100K. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Illinois. According to available records, Bertaud Family Foundation has made 20 grants totaling $105K, with a median grant of $4K. Annual giving has grown from $27K in 2020 to $34K in 2022. Grantmaking activity was highest in 2021 with $44K distributed across 10 grants. Individual grants have ranged from $1K to $15K, with an average award of $5K. The foundation has supported 11 unique organizations. Grants have been distributed to organizations in Illinois and Wisconsin. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$3K
Average Grant
$5K
Largest Grant
$15K
Based on 5 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Bertaud Family Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 20 grants. Its grantmaking reaches organizations primarily in IL, WI.
Bertaud Family Foundation has distributed a total of $105K across 20 grants. The median grant size is $4K, with an average of $5K. Individual grants have ranged from $1K to $15K.
Bertaud Family Foundation typically selects its grantees rather than accepting unsolicited proposals.
Bertaud Family Foundation is headquartered in LIBERTYVILLE, IL. While based in IL, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Francois X Bertaud | PRESIDENT | $0 | $0 | N/A |
| Jeanne M Bertaud | SECRETARY | $0 | $0 | N/A |
| Marc H Bertaud | TREASURER | $0 | $0 | N/A |
Total Giving
$45K
Total Assets
$684K
Fair Market Value
$760K
Net Worth
$684K
Grants Paid
$34K
Contributions
N/A
Net Investment Income
$16K
Distribution Amount
$36K
Total: $655K
Total Grants
20
Total Giving
$105K
Average Grant
$5K
Median Grant
$4K
Unique Recipients
11
Most Common Grant
$3K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Cristo ReyASSIST CHARITABLE GOALS | Waukegan, IL | $6K | 2021 |
| All Are Welcome Social Services IncASSIST CHARITABLE GOALS | Libertyville, IL | $14K | 2022 |
| Carmel Catholic High SchoolASSIST CHARITABLE GOALS | Mundelein, IL | $7K | 2022 |
| St Joseph ChurchASSIST CHARITABLE GOALS | Libertyville, IL | $7K | 2022 |
| Project HoodASSIST CHARITABLE GOALS | Chicagoi, IL | $3K | 2022 |
| Beacon PlaceASSIST CHARITABLE GOALS | Waukegan, IL | $3K | 2022 |
| Inspiration MinistriesASSIST CHARITABLE GOALS | Walworth, WI | $9K | 2021 |
| Serenity House Of LibertyvilleASSIST CHARITABLE GOALS | Libertyville, IL | $3K | 2021 |
| Northern Illinois Food BankASSIST CHARITABLE GOALS | Geneva, IL | $2K | 2021 |
| Zachariaus (Sexual Abuse Center)ASSIST CHARITABLE GOALS | Gurnee, IL | $2K | 2021 |
| Youthbuild Lake CountyASSIST CHARITABLE GOALS | North Chicago, IL | $2K | 2021 |