Nonprofit · EIN 26-1507752
BERTAUD FAMILY FOUNDATION
Tax-exempt · LIBERTYVILLE, IL 60048
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $33,932 | $50,089 | -$16,157 | $667,884 | $528 | $667,356 |
| December 31, 2023 | 990-PF | $24,984 | $45,009 | -$20,025 | $683,513 | $0 | $683,513 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $18,333
- Interest
- $110
- Net gain from sales of assets
- $15,489
Expenses
- Grants and similar amounts paid
- $38,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $39,675
- Excise tax on investment income
- $327
Balance sheet and other
- Total assets, start of year
- $683,513
- Total assets, end of year
- $667,884
- Total liabilities, end of year
- $528
- Net assets, end of year
- $667,356
- Fair market value of assets
- $794,316
- Qualifying distributions
- $39,675
- Net investment income
- $33,932
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANCOIS X BERTAUD 740 KENWOOD AVENUE, LIBERTYVILLE, IL 60048 | PRESIDENT | 1.25 | $0 |
| JEANNE M BERTAUD 740 KENWOOD AVENUE, LIBERTYVILLE, IL 60048 | SECRETARY | 0.25 | $0 |
| MARC H BERTAUD 28429 IVY LANE NORTH, LIBERTYVILLE, IL 600489797 | TREASURER | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANCOIS X BERTAUD 740 KENWOOD AVENUE, LIBERTYVILLE, IL 60048 | PRESIDENT | 1.25 | $0 |
| JEANNE M BERTAUD 740 KENWOOD AVENUE, LIBERTYVILLE, IL 60048 | SECRETARY | 0.25 | $0 |
| MARC H BERTAUD 28429 IVY LANE NORTH, LIBERTYVILLE, IL 600489797 | TREASURER | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 740 KENWOOD AVE, LIBERTYVILLE, IL 60048-3344
- In care of
- % FRANCOIS X BERTAUD
- Signed the 990-PF
- FRANCOIS BERTAUD, PRESIDENT
- Phone
- (847) 441-5644
- Return prepared by
- WEISS & COMPANY LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 26-1507752
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $667,884
- Income (IRS master file)
- $100,391
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $33,932 | $50,089 | $667,884 | XML |
| 990-PF | December 2023 | $24,984 | $45,009 | $683,513 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-1507752).
Questions about BERTAUD FAMILY FOUNDATION
- What is the EIN of BERTAUD FAMILY FOUNDATION?
- The employer identification number (EIN) of BERTAUD FAMILY FOUNDATION is 26-1507752.
- Is BERTAUD FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to BERTAUD FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERTAUD FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERTAUD FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERTAUD FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of BERTAUD FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does BERTAUD FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $33,932, expenses of $50,089 and total assets of $667,884 at year end.
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