Bertsch Family Foundation
SCOTTSDALE, AZ EIN: 47-4195868
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$301K
+23.1% YoY
Annual Giving
$30K
+57.6% YoY
Grant Count
2
-50.0% YoY
Avg Grant Size
$15K
+215.2% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $301,486 | $244,971 | $210,289 |
| Revenue | $2,067 | $271 | $4,415 |
| Expenses | $30,888 | $19,803 | $16,493 |
| Qualifying Distributions | $30,258 | $19,200 | $15,080 |
| Net Investment Income | $2,067 | $1,007 | $4,415 |
| Distributable Amount | $13,632 | $11,368 | $12,928 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
27 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Bertsch Family Foundation fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| AMANDA BERTSCH | PRESIDENT | 0.5 | — |
| JAN A BERTSCH | DIRECTOR | 0.5 | — |
| ROBERT F BERTSCH | DIRECTOR | 0.5 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Michigan $87K (89%)
Maryland $5K (5%)
Iowa $3K (3%)
California $2K (2%)
Arizona $638 (1%)
Virginia $500 (1%)
New York $101 (0%)
Cities
Ann ArborArlingtonBaltimoreBerkeleyDetroitEast LansingHarlanNew YorkPhoenixSouthfieldWindsor Heights
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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