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Bertaud Family Foundation at a glance

· Private foundation

Bertaud Family Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$38k
Granted FY2024still arriving
9
Grants FY2024still arriving
2
States reached
$10k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Human Services$97kEducation$74kReligion$49kHealth$18kCrime & Legal$17kHousing & Shelter$9kFood & Nutrition$7kArts & Culture$6kOther$0
02FY2024 · 9 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k8 grants · $28k
  • $10k–50k1 grant · $10k
$2,600
Median grant
2
States reached
$668k
Total assets
Largest grants
RecipientAmount
CARMEL CATHOLIC HIGH SCHOOL$10,200
CRISTO REY$7,600
MATTHIAS ACADEMY$3,800
FILL A HEART 4 KIDS$3,800
ZACHARIAS (SEXUAL ABUSE CENTER)$2,600
ALL ARE WELCOME SOCIAL SERVICES INC$2,500
LAKE COUNTY CHILDRENS ADVOCACY CENTER$2,500
BEACON PLACE$2,500
ST JOSEPH CHURCH$2,500
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–24, $92k) land where the poverty rate runs at 8%, against an area that typically sits at 9%. 18% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 9%MATTHIAS ACADEMY: $5k → 10%MATTHIAS ACADEMY: $4k → 10%THE MATTHIAS ACADEMY: $7k → 10%KEEPING FAMILIES COVERED: $2k → 8%ALL ARE WELCOME SOCIAL SERVICES INC: $15k → 8%ALL ARE WELCOME SOCIAL SERVICES INC: $14k → 8%ALL ARE WELCOME SOCIAL SERVICES INC: $12k → 8%ALL ARE WELCOME SOCIAL SERVICES INC: $7k → 8%ALL ARE WELCOME SOCIAL SERVICES INC: $4k → 8%ALL ARE WELCOME SOCIAL SERVICES INC: $3k → 8%BEACON PLACE: $4k → 8%BEACON PLACE: $3k → 8%BEACON PLACE: $3k → 8%BEACON PLACE: $2k → 8%BEACON PLACE: $2k → 8%BEACON PLACE: $1k → 8%BEACON PLACE: $730 → 8%FILL A HEART 4 KIDS: $4k → 8%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

76%of every dollar goes to organizations it has funded before.
$221k · 11 repeat orgs$69k to everyone else

11 repeat relationships: 7 still active in FY2024, 4 since wound down; 2 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

11
17

Total granted

$221k
$63k

Median revenue growth · since first grant

+43%
+164%

Still filing today

73%
47%

New vs renewed · share of each year

In FY2024, 83% of grant dollars renewed an existing relationship; $6k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24
Human ServicesEducationEmploymentCrime & LegalFood & NutritionHousing & ShelterOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • MA
    MATTHIAS ACADEMY CORPORATION
    3× · 2019–2024 · $16k · revenue ×27
  • TB
    The Beacon Place NFP
    7× · 2017–2024 · $16k · revenue +40%
  • ZS
    ZACHARIAS SEXUAL ABUSE CENTER
    5× · 2019–2024 · $14k · revenue +27%

Funded once

  • CR
    Cristo Rey St Martin College Prep
    one grant, 2017 · $10k
  • CL
    CHRISTIAN LEAGUE FOR THE HANDICAPPED DBA INSPIRATION MINISTRIESgraduated
    one grant, 2021 · $9k · revenue +64%
  • GP
    GIGIS PLAYHOUSE INC
    one grant, 2018 · $6k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Lakeside Community Committee

To enhance the quality of life for children and families by inspiring hope and empowerment and growth within all whom we serve.

Human Services
2
Lakeshore Legal Aid

Standing with our neighbors, Lakeshore Legal Aid fights poverty and injustice through advocacy and by providing meaningful and dignified access to the legal system.

Crime & Legal
3
Options and Advocacy for Mchenry County Inc

Empowering individuals with developmental disabilities and their families through advocacy and the coordination of service options

Human Services
4
Lincoln Behavioral Services

To provide comprehensive outpatient mental health services to over 5400 individuals and their families in a consumer driven person centered delivery system. Approximately 15% of our staff members are our clients who are involved in a…

Health
5
Lakes & Pines Community Action Council Inc

To build prosperous communities by serving local families and individuals in pursuit of self-reliance.

—
6
North Suburban Legal Aid Clinic

North suburban legal aid clinic's mission is to provide accessible, quality, equitable, free legal services in the areas of domestic violence, housing, and immigration to give low-income, at-risk community members access to justice and the…

Crime & Legal
7
Lakeshore Regional Child Advocacy Center Inc

To be a trauma-informed environment where partners collaboratively investigate child abuse, families receive support and advocacy, and most importantly, the child's words are always heard.

Human Services
8
Family Counseling Services of No Il

To foster stronger communities by providing individuals with accessible, professional counseling and mental health care that empowers them to thrive

Human Services
9
Family Service of Lake County

Family service of lake county provides counseling, education, and support services to strenghten individuals and families in need to succeed in school, at work, in relationships, and within our community.

—
10
Illinois Community for Displaced Immigrants

Serving recently arrived migrants and asylum seekers in the Chicagoland area and is committed to upholding the dignity and human rights of immigrants.

Human Services
11
Lake County Center for Independent Living

To empower people with disabilities to lead self-directed lives as valued members of the community.

Human Services
12
Chicago Workers' Collaborative Nfp

Chicago Workers' Collaborative's mission is to promote full employment and equality for the lowest wage-earners, primarily temporary staffing workers, in the Chicago region through leadership and skills training, critical assistance and…

Education
How this is measured
The grantee most central to the portfolio’s shape is Youthbuild Lake County Inc; the most unlike its peers is All Are Welcome Social Services Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

18 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 18 of the 30 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
8
Early backer (in before they grew)
18/18
Grantees still filing
11/18
Grew since first funded

Where the money sits, by cause and then by grantee

CARMEL CATHOLIC HIGH SCHOOL: $55,280 · OtherCARMEL CATHOLIC HIGH SCHOOLST JOSEPH CHURCH: $23,700 · OtherST JOSEPH CHURCHCRISTO REY: $13,900 · OtherCRISTO REYSERENITY HOUSE OF LIBERTYVILLE: $9,500 · OtherSERENITY HOUSE OF LIBERTYVILLECHRISTIAN LEAGUE FOR THE HANDICAPPED DBA INSPIRATION MINISTRIES: $8,800 · OtherCHRISTIAN LEAGUE FOR THE HANDICAPPED DBA INSPIRATION MINIS…GIGIS PLAYHOUSE INC: $6,220 · OtherST JOSEPH CATHOLIC CHURCH: $5,000 · OtherRLSA EDUCATION FOUNDATION: $5,000 · Other+9 more: $22,280 · Other+9 moreALL ARE WELCOME SOCIAL SERVICES INC: $53,850 · Human ServicesALL ARE WELCOME SOCIAL SERVICES INCMATTHIAS ACADEMY CORPORATION: $16,230 · Human ServicesMATTHIAS ACADEMY CORPORATIONThe Beacon Place NFP: $15,980 · Human ServicesThe Beacon Place NFPFILL A HEART 4 KIDS: $3,800 · Human Services+1 more: $1,700 · Human ServicesZACHARIAS SEXUAL ABUSE CENTER: $14,315 · Crime & LegalLake County Childrens Advocacy Center: $2,500 · Crime & LegalCristo Rey St Martin College Prep: $10,432 · EducationWaukegan To College NFP: $3,200 · EducationNORTHERN ILLINOIS FOOD BANK: $7,100 · Food & NutritionTHE LAKE COUNTY HAVEN: $7,015 · Housing & ShelterYOUTHBUILD LAKE COUNTY INC: $2,200 · EmploymentNORTH LAWNDALE EMPLOYMENT NETWORK: $2,000 · Employment
Other$149,680Human Services$91,560Crime & Legal$16,815Education$13,632Food & Nutrition$7,100Housing & Shelter$7,015Employment$4,200

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetALL ARE WELCOME SOCIAL SERVICES INC: $53,850 over 6y, 33% of budgetMATTHIAS ACADEMY CORPORATION: $16,230 over 3y, 1.6% of budgetThe Beacon Place NFP: $15,980 over 7y, 0.7% of budgetZACHARIAS SEXUAL ABUSE CENTER: $14,315 over 5y, 0.2% of budgetSERENITY HOUSE OF LIBERTYVILLE: $9,500 over 3y, 2.2% of budgetCHRISTIAN LEAGUE FOR THE HANDICAPPED DBA INSPIRATION MINISTRIES: $8,800 over 1y, 0.3% of budgetNORTHERN ILLINOIS FOOD BANK: $7,100 over 3y, 0.0% of budgetTHE LAKE COUNTY HAVEN: $7,015 over 3y, 0.3% of budgetInternational Neighborhood Collaborative: $3,900 over 2y, 0.3% of budgetFILL A HEART 4 KIDS: $3,800 over 1y, 0.3% of budgetPROJECT HOOD COMMUNITY DEVELOPMENT CORPORATION: $3,400 over 1y, 0.0% of budgetWaukegan To College NFP: $3,200 over 1y, 0.4% of budgetLake County Childrens Advocacy Center: $2,500 over 1y, 1.6% of budgetYOUTHBUILD LAKE COUNTY INC: $2,200 over 1y, 0.1% of budgetNORTH LAWNDALE EMPLOYMENT NETWORK: $2,000 over 1y, 0.1% of budgetKEEPING FAMILIES COVERED: $1,700 over 1y, 0.1% of budgetPADS Lake County Inc: $1,500 over 1y, 0.1% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Trustmark FoundationAbbVie FoundationThe Chicago Community…Baxter International …United Way of Lake Co…The Lake County Commu…John and Kathleen Sch…United Way WorldwideVivo FoundationNorthwestern Memorial…The Blackbaud Giving …Healthcare Foundation…
Trustmark FoundationIL26× affinity10 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Trustmark Foundation · AbbVie Foundation · The Chicago Community Trust · Baxter International Foundation · United Way of Lake County Inc · The Lake County Community Foundation · John and Kathleen Schreiber Foundation D/B/A Schreiber Philanthropy · United Way Worldwide · Vivo Foundation · Northwestern Memorial HealthCare Group · The Blackbaud Giving Fund · Healthcare Foundation of Northern Lake County

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Bertaud Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Bertaud Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%3%10%23%40%funder's share of their income ↑0%23%45%68%90%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    6report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–90%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 30 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Bertaud Family’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home