Funder DirectoryBERTAUD FAMILY FOUNDATION
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Private foundation (trust)EIN 261507752Est. 2009-04

BERTAUD FAMILY FOUNDATION

LIBERTYVILLE, IL 60048

Total Assets

$794K

FY 2024

Annual Giving

$38K

FY 2024

Grants Made

9

FY 2024

Avg Grant

$4K

FY 2024

Grant Range

$3K–$10K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$34K

Total Expenses

$50K

Qualifying Distributions

$40K

Distributable Amount

$40K

Min. Investment Return

$40K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

9 grants

Grant sizes from minimum $3K through median $3K to maximum $10K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

7 years

Giving over time from 2018 to 2024. Peak $44K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

54 grants

ALL ARE WELCOME SOCIAL SERVICES INC
$54K
6 grants
CARMEL CATHOLIC HIGH SCHOOL
$51K
7 grants
ST JOSEPH CHURCH
$24K
4 grants
CRISTO REY
$14K
2 grants
BEACON PLACE
$12K
6 grants
SERENITY HOUSE OF LIBERTYVILLE
$10K
3 grants
MATTHIAS ACADEMY
$9K
2 grants
INSPIRATION MINISTRIES
$9K
1 grant

Grant Size Distribution

54 grants

<$10K
50
grants
$10–50K
4
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

3 states

Illinois
$225K
89% of total
Wisconsin
$25K
10% of total
Idaho
$2K
1% of total

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BERTAUD FAMILY FOUNDATION — Grants, Financials & Contact | Grantivo