Bertaud Family Foundation

LIBERTYVILLE, IL EIN: 26-1507752

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$668K

-2.3% YoY

Annual Giving

$38K

+11.8% YoY

Grant Count

9

+0.0% YoY

Avg Grant Size

$4K

+11.8% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$33K$66K$99K$132K20202021202220232024
Metric202420232022
Total Assets$667,884$683,513$703,538
Revenue$33,932$24,984$10,902
Expenses$50,089$45,009$45,433
Qualifying Distributions$39,675$35,600$35,530
Net Investment Income$23,518$15,575$4,445
Distributable Amount$39,549$35,869$38,229

Giving Over Time

Total grant dollars and number of grants per year

$0$11K$22K$33K$44K5 grants202010 grants20215 grants20229 grants20239 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

CARMEL CATHOLIC HIGH SCH…$10KCRISTO REY$8KMATTHIAS ACADEMY$4KFILL A HEART 4 KIDS$4KZACHARIAS (SEXUAL ABUSE …$3KALL ARE WELCOME SOCIAL S…$3KBEACON PLACE$3KST JOSEPH CHURCH$3KLAKE COUNTY CHILDRENS AD…$3K

Grant Size Distribution

38 grants across all recorded years

38<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Bertaud Family Foundation fund?

Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
FRANCOIS X BERTAUDPRESIDENT1.25
JEANNE M BERTAUDSECRETARY0.25
MARC H BERTAUDTREASURER0.25

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

2states

Cities

BristolChicagoChicagoiGenevaGurneeLake ForestLibertyvilleMundeleinNorth ChicagoWalworthWaukegan

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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