Bertin Family Foundation
- Assets
- $38.9m
- Revenue
- $8.2m
- Investments
- $35.3m
- Employees
- 0
- Location
- North Salt Lake, UT
- Founding
- 07/2000
- Data as of
- 12/2021
- EIN
- 87-0638640
Organization Overview
Bertin Family Foundation is located in North Salt Lake, UT. The organization was established in 2000. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bertin Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Bertin Family Foundation generated $8.2m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 16.3% each year . All expenses for the organization totaled $1.9m during the year ending 12/2021. While expenses have increased by 0.9% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Bertin Family Foundation has awarded 226 individual grants totaling $11,864,362. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kim C Bertin Trustee | 0.5 | $0 | |
Jennifer Bertin Trustee | 0.25 | $0 | |
Stephanie Bertin Director | 0 | $0 | |
Elizabeth B Mumford Director | 0 | $0 | |
James A Bertin Director | 0 | $0 | |
Michelle Garff Director | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $3,125,000 |
| Interest on Savings | $4,516 |
| Dividends & Interest | $977,069 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $4,085,356 |
| Capital Gain Net Income | $4,085,356 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $3,069 |
| Total Revenue | $8,195,010 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $151 |
| Taxes | $27,933 |
| Depreciation | $69 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $1,337 |
| Printing and publications | $0 |
| Other expenses | $35 |
| Total operating and administrative expenses | $197,688 |
| Contributions, gifts, grants paid | $1,682,595 |
| Total expenses and disbursements | $1,880,283 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $19,215 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $3,599,716 |
| Total assets | $38,887,949 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Bertin Family Foundation has awarded $1,682,595 in support to 38 organizations.
| Grant Recipient | Amount |
|---|---|
THE CHURCH OF JESUS CHRIST OF LDS PURPOSE: GENERAL CHARITABLE PURPOSES | $1,045,000 |
San Francisco, CA PURPOSE: GENERAL CHARITABLE PURPOSES | $150,000 |
Draper, UT PURPOSE: GENERAL CHARITABLE PURPOSES | $95,000 |
ACADEMY FOR CREATING ENTERPRISE PURPOSE: GENERAL CHARITABLE PURPOSES | $75,000 |
RISE AND REBUILD PURPOSE: GENERAL CHARITABLE PURPOSES | $55,000 |
Provo, UT PURPOSE: GENERAL CHARITABLE PURPOSES | $35,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Troesh Family Foundation Henderson, NV | $90,271,272 | $18,993,634 |
Bia Echo Foundation Reno, NV | $26,357,504 | $25,798,977 |
Kennys Kids Sedona, AZ | $0 | $509,065 |
Brent Eley Center Inc Aurora, CO | $0 | $0 |
Boettcher Foundation Denver, CO | $266,743,315 | $22,782,794 |
Charityvision International Inc Provo, UT | $7,076,179 | $9,590,152 |
R Foundation Kaysville, UT | $410,534 | $5,235,533 |
The Piton Foundation Denver, CO | $212,611,882 | $13,782,087 |
Stonewall Foundation Tucson, AZ | $0 | $109,268 |
Ssb Charitable Foundation Colorado Springs, CO | $10,867,168 | $21,135,487 |
Dick Scheffel Family Charitable Foundation Reno, NV | $5,433,390 | $2,908,793 |
The W W Smith Charitable Trust Las Vegas, NV | $204,297,707 | $16,939,254 |