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EIN 83-6372665

Bert Family Foundation

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
City
Woodbury
State
Minnesota
Year formed
2019
Most recent tax filings
2022-12-01
NTEE code, primary
T20: Private Foundations
Description
The Bert Family Foundation is a private foundation that is located in Woodbury, MN. The grantees of the foundation include Sisters Of St Joseph, and the trustees are Jack M. Bert and Mary L. Bert.
Also known as...
Jack M Bert Ttee
Total revenues
$208,430
2022
Total expenses
$32,785
2022
Total assets
$741,731
2022
Num. employees
n/a

Grants made by Bert Family Foundation

GranteeGrant descriptionAmount
American Association of Nurse Anesthetists Foundation (AANA)Charitable$2,500
Athletes Committed To Educating Students (ACES)Charitable$1,000
Big Mountain Firefighters AssociationCharitable$500
...and 2 more grants made

Personnel at Bert Family Foundation

NameTitleCompensation
Jack BertTrustee$0

Financials for Bert Family Foundation

RevenuesFYE 12/2022
Total grants, contributions, etc.$200,000
Investment income and dividends$8,398
Net rental income$0
Net gain from sale of non-inventory assets$32
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$208,430

Form 990s for Bert Family Foundation

Fiscal year endingDate received by IRSFormPDF link
2021-122022-11-07990PFView PDF
2020-122022-07-28990PFView PDF
2019-122022-01-24990PFView PDF
2018-122020-01-22990PFView PDF

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Dogwood Retirement HousingLong Beach, CA$490,014
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Sheila June Hewitt Charitable TrustDavenport, IA$133,944
Rising Sun Main StreetRising Sun, IN$79,871
Merrick FoundationAmarillo, TX$304,000
Patch FoundationMinneapolis, MN$254,327
The Leslie Peter FoundationNew York, NY$171,454
Data update history
June 14, 2023
Posted financials
Added Form 990PF for fiscal year 2020
May 23, 2023
Used new vendors
Identified 1 new vendor, including
May 7, 2023
Used new vendors
Identified 1 new vendor, including
February 4, 2023
Posted financials
Added Form 990PF for fiscal year 2019
October 13, 2022
Updated personnel
Identified 2 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
5829 Woodlane Bay
Woodbury, MN 55129
Metro area
Minneapolis-St. Paul-Bloomington, MN-WI
County
Washington County, MN
Phone
(651) 491-9303
IRS details
EIN
83-6372665
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2019
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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