Nonprofit · EIN 87-0638640
BERTIN FAMILY FOUNDATION
Tax-exempt · N SALT LAKE, UT 84054
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $4,559,670 | $2,719,864 | $1,839,806 | $36,441,910 | $0 | $36,441,910 |
| December 31, 2024 | 990-PF | $1,306,799 | $2,120,168 | -$813,369 | $34,602,104 | $0 | $34,602,104 |
| December 31, 2023 | 990-PF | $1,116,757 | $2,309,825 | -$1,193,068 | $35,415,473 | $0 | $35,415,473 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $1,074,377
- Interest
- $23,346
- Net gain from sales of assets
- $3,461,947
Expenses
- Grants and similar amounts paid
- $2,468,300
- Disbursements for charitable purposes
- $2,484,716
- Excise tax on investment income
- $61,023
Balance sheet and other
- Total assets, start of year
- $34,602,104
- Total assets, end of year
- $36,441,910
- Total liabilities, end of year
- $0
- Net assets, end of year
- $36,441,910
- Fair market value of assets
- $46,642,978
- Qualifying distributions
- $2,484,716
- Net investment income
- $4,559,670
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIM C BERTIN 723 MONT CLAIR DRIVE, NORTH SALT LAKE, UT 84054 | TRUSTEE | 0 | $0 |
| JENNIFER BERTIN 723 MONT CLAIR DRIVE, NORTH SALT LAKE, UT 84054 | TRUSTEE | 0 | $0 |
| ELIZABETH B MUMFORD 4435 SUNSET CIRCLE, BOUNTIFUL, UT 84010 | DIRECTOR | 0 | $0 |
| STEPHANIE BERTIN 7540 TERAMO CT, MIDVALE, UT 84047 | DIRECTOR | 0 | $0 |
| MICHELLE GARFF 333 YALE ROAD, MENLO PARK, CA 94025 | DIRECTOR | 0 | $0 |
| JAMES A BERTIN 19832 BONNIE RIDGE WAY, SARATOGA, CA 95070 | DIRECTOR | 0 | $0 |
| ALEX M BERTIN 833 E 380 S, AMERICAN FORK, UT 84003 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIM C BERTIN 723 MONT CLAIR DRIVE, NORTH SALT LAKE, UT 84054 | TRUSTEE | 1 | $0 |
| JENNIFER BERTIN 723 MONT CLAIR DRIVE, NORTH SALT LAKE, UT 84054 | TRUSTEE | 0.5 | $0 |
| ELIZABETH B MUMFORD 4435 SUNSET CIRCLE, BOUNTIFUL, UT 84010 | DIRECTOR | 0 | $0 |
| STEPHANIE BERTIN 7540 TERAMO CT, MIDVALE, UT 84047 | DIRECTOR | 0 | $0 |
| MICHELLE GARFF 333 YALE ROAD, MENLO PARK, CA 94025 | DIRECTOR | 0 | $0 |
| JAMES A BERTIN 19832 BONNIE RIDGE WAY, SARATOGA, CA 95070 | DIRECTOR | 0 | $0 |
| ALEX M BERTIN 833 E 380 S, AMERICAN FORK, UT 84003 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIM C BERTIN 723 MONT CLAIR DRIVE, NORTH SALT LAKE, UT 84054 | TRUSTEE | 1 | $0 |
| JENNIFER BERTIN 723 MONT CLAIR DRIVE, NORTH SALT LAKE, UT 84054 | TRUSTEE | 1 | $0 |
| ELIZABETH B MUMFORD 4435 SUNSET CIRCLE, BOUNTIFUL, UT 84010 | DIRECTOR | 0 | $0 |
| STEPHANIE BERTIN 7540 TERAMO CT, MIDVALE, UT 84047 | DIRECTOR | 0 | $0 |
| MICHELLE GARFF 333 YALE ROAD, MENLO PARK, CA 94025 | DIRECTOR | 0 | $0 |
| JAMES A BERTIN 19832 BONNIE RIDGE WAY, SARATOGA, CA 95070 | DIRECTOR | 0 | $0 |
| ALEX M BERTIN 833 E 380 S, AMERICAN FORK, UT 84003 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 723 MONT CLAIR DR, N SALT LAKE, UT 84054-3382
- In care of
- % KIM C & JENNIFER BERTIN TTEES
- Signed the 990-PF
- KIM C BERTIN, TRUSTEE
- Phone
- (385) 289-5871
- Website
- BERTINFAMILYFOUNDATION.ORG
- Return prepared by
- KNIGHTON ERB & COMPANY LLC
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 | 990-PF 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
- 87-0638640
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $36,441,910
- Income (IRS master file)
- $18,608,413
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $4,559,670 | $2,719,864 | $36,441,910 | XML |
| 990-PF | December 2024 | $1,306,799 | $2,120,168 | $34,602,104 | XML |
| 990-PF | December 2023 | $1,116,757 | $2,309,825 | $35,415,473 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 87-0638640).
Questions about BERTIN FAMILY FOUNDATION
- What is the EIN of BERTIN FAMILY FOUNDATION?
- The employer identification number (EIN) of BERTIN FAMILY FOUNDATION is 87-0638640.
- Is BERTIN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to BERTIN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERTIN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERTIN FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERTIN FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BERTIN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does BERTIN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,559,670, expenses of $2,719,864 and total assets of $36,441,910 at year end.
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