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Bertin Family Foundation is a private trust based in N SALT LAKE, UT. The foundation received its IRS ruling in 2000. The principal officer is Kim C & Jennifer Bertin Ttees. It holds total assets of $34.6M. Annual income is reported at $13.2M. Total assets have grown from $8.9M in 2011 to $35.4M in 2023. The foundation is governed by 7 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 2015 to 2023. The foundation primarily funds organizations in Utah and California. According to available records, Bertin Family Foundation has made 178 grants totaling $8.2M, with a median grant of $5K. Annual giving has grown from $1.7M in 2021 to $2.1M in 2023. Grantmaking activity was highest in 2022 with $4.4M distributed across 94 grants. Individual grants have ranged from $250 to $1M, with an average award of $46K. The foundation has supported 57 unique organizations. The foundation primarily supports organizations in Utah, California, Florida, which account for 85% of all grants. Grantmaking reaches organizations across 10 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$250
Median Grant
$5K
Average Grant
$44K
Largest Grant
$1M
Based on 38 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.
Bertin Family Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 178 grants. Its grantmaking reaches organizations primarily in UT, CA, FL.
Bertin Family Foundation has distributed a total of $8.2M across 178 grants. The median grant size is $5K, with an average of $46K. Individual grants have ranged from $250 to $1M.
Bertin Family Foundation typically selects its grantees rather than accepting unsolicited proposals.
Bertin Family Foundation is headquartered in N SALT LAKE, UT. While based in UT, the foundation distributes grants to organizations across 10 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Kim C Bertin | TRUSTEE | $0 | $0 | N/A |
| Michelle Garff | DIRECTOR | $0 | $0 | N/A |
| Alex M Bertin | DIRECTOR | $0 | $0 | N/A |
| Jennifer Bertin | TRUSTEE | $0 | $0 | N/A |
| Elizabeth B Mumford | DIRECTOR | $0 | $0 | N/A |
| Stephanie Bertin | DIRECTOR | $0 | $0 | N/A |
| James A Bertin | DIRECTOR | $0 | $0 | N/A |
Total Giving
$2.3M
Total Assets
$35.4M
Fair Market Value
$40.3M
Net Worth
$35.4M
Grants Paid
$2.1M
Contributions
N/A
Net Investment Income
$953K
Distribution Amount
$1.9M
Total: $35.4M
Total Grants
178
Total Giving
$8.2M
Average Grant
$46K
Median Grant
$5K
Unique Recipients
57
Most Common Grant
$2K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Brigham Young UniversitySCHOLARSHIP | Provo, UT | $6K | 2023 |
| The Church Of Jesus Christ Of LdsGENERAL CHARITABLE PURPOSES | Salt Lake City, UT | $860K | 2023 |
| Huntsman Mental Health InstituteGENERAL CHARITABLE PURPOSES | Salt Lake City, UT | $250K | 2023 |
| Room To ReadGENERAL CHARITABLE PURPOSES | San Francisco, CA | $150K | 2023 |
| SapreaGENERAL CHARITABLE PURPOSES | Lehi, UT | $125K | 2023 |
| Mentors InternationalGENERAL CHARITABLE PURPOSES | Draper, UT | $100K | 2023 |
| Rise And RebuildGENERAL CHARITABLE PURPOSES | Sandy, UT | $55K | 2023 |
| Davis Education FoundationGENERAL CHARITABLE PURPOSES | Farmington, UT | $53K | 2023 |
| Hope For HaitiGENERAL CHARITABLE PURPOSES | Naples, FL | $50K | 2023 |
| Academy For Creating EnterpriseGENERAL CHARITABLE PURPOSES | Provo, UT | $50K | 2023 |
| Latinos In ActionGENERAL CHARITABLE PURPOSES | Sandy, UT | $46K | 2023 |
| Weber State UniversitySCHOLARSHIP | Ogden, UT | $40K | 2023 |
| Doctors Without BordersGENERAL CHARITABLE PURPOSES | New York, NY | $39K | 2023 |
| Charity Vision InternationalGENERAL CHARITABLE PURPOSES | Provo, UT | $33K | 2023 |
| Concern WorldwideGENERAL CHARITABLE PURPOSES | Los Angeles, CA | $30K | 2023 |
| Save The ChildrenGENERAL CHARITABLE PURPOSES | Fairfield, CT | $25K | 2023 |
| Bountiful Food PantryGENERAL CHARITABLE PURPOSES | Bountiful, UT | $20K | 2023 |
| Utah Food BankGENERAL CHARITABLE PURPOSES | Salt Lake City, UT | $20K | 2023 |
| Life MovesGENERAL CHARITABLE PURPOSES | Menlo Park, CA | $20K | 2023 |
| Hale Centre TheatreGENERAL CHARITABLE PURPOSES | Sandy, UT | $20K | 2023 |
| Junior Achievement Of UtahGENERAL CHARITABLE PURPOSES | Salt Lake City, UT | $16K | 2023 |
| World Central KitchenGENERAL CHARITABLE PURPOSES | Washington, DC | $15K | 2023 |
| Second Harvest Of Silicon ValleyGENERAL CHARITABLE PURPOSES | San Jose, CA | $10K | 2023 |
| Utah Symphony & OperaGENERAL CHARITABLE PURPOSES | Salt Lake City, UT | $10K | 2023 |
| DonorschooseorgGENERAL CHARITABLE PURPOSES | New York, NY | $7K | 2023 |
| Koolen-De Vries Syndrome FoundationGENERAL CHARITABLE PURPOSES | Wilmington, NC | $5K | 2023 |
| Stella H Oaks FoundationGENERAL CHARITABLE PURPOSES | Bountiful, UT | $5K | 2023 |
| Ability FoundationGENERAL CHARITABLE PURPOSES | West Valley City, UT | $5K | 2023 |
| Book Of Mormon CentralGENERAL CHARITABLE PURPOSES | Springville, UT | $5K | 2023 |
| Food Care CoalitionGENERAL CHARITABLE PURPOSES | Provo, UT | $5K | 2023 |
| Davis Technical College FoundationGENERAL CHARITABLE PURPOSES | Kaysville, UT | $5K | 2023 |
| Cook Center For Human ConnectionGENERAL CHARITABLE PURPOSES | Pleasant Grove, UT | $5K | 2023 |
| Ravenswood Education FoundationGENERAL CHARITABLE PURPOSES | Menlo Park, CA | $4K | 2023 |
| Kued Pbs UtahGENERAL CHARITABLE PURPOSES | Salt Lake City, UT | $4K | 2023 |
| Children'S Musical Theater San JoseGENERAL CHARITABLE PURPOSES | San Jose, CA | $4K | 2023 |
| Saratoga Educational FoundationGENERAL CHARITABLE PURPOSES | Saratoga, CA | $3K | 2023 |
| Friends Of The Saratoga LibrariesGENERAL CHARITABLE PURPOSES | Saratoga, CA | $3K | 2023 |
| Free Bikes 4 KidsGENERAL CHARITABLE PURPOSES | Salt Lake City, UT | $3K | 2023 |
| Utah State UniversitySCHOLARSHIP | Logan, UT | $2K | 2023 |
| Ma FoundationGENERAL CHARITABLE PURPOSES | Menlo Park, CA | $2K | 2023 |
| Menlo Park-Atherton Education FdnGENERAL CHARITABLE PURPOSES | Atherton, CA | $2K | 2023 |
| Brigham Young University - IdahoSCHOLARSHIP | Rexburg, ID | $2K | 2023 |
| Wasatch Adaptive SportsGENERAL CHARITABLE PURPOSES | Snowbird, UT | $2K | 2023 |
| Redwood PtaGENERAL CHARITABLE PURPOSES | Saratoga, CA | $1K | 2023 |
| Ghana Make A DifferenceGENERAL CHARITABLE PURPOSES | Star, ID | $1K | 2023 |
| Saratoga Music BoostersGENERAL CHARITABLE PURPOSES | Saratoga, CA | $500 | 2023 |
| Intermountain FoundationPRIMARY CHILDREN'S HOSPITAL | Salt Lake City, UT | $705K | 2022 |
SALT LAKE CTY, UT
SANDY, UT
SALT LAKE CTY, UT