Lorraine F Bertsch And Fred S Bertsch Jr Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Lorraine F Bertsch And Fred S Bertsch Jr Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 84-3785176

Foundation Overview

Based in Whitehall, MI, Lorraine F Bertsch And Fred S Bertsch Jr Foundation has awarded 47 grants totaling $137,000 to organizations in Michigan. Individual grants range from $1,000 to $7,000, with a median award of $2,000.

Latest Tax Year
2025
Total Giving (all years)
$137,000
Total Assets
$226,757
Median Grant (all grants)
$2,000

Latest Form 990-PF Snapshot

Total Grants
7
Median Grant
$2,000
% No Significant Change
0% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: May 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Highly Accessible: 86%

6 of 7 recipients (86%) were new grantees. Foundation prioritizes discovering new partners. Most funding supports first-time applicants with compelling missions.

Geographic Focus
Michigan

100% of all grants are concentrated in Michigan, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Michigan, funding concentrates in Muskegon (49%), Holland (13%), Norton Shores (6%).

Funding Trajectory
+267%

Strong 267% growth in annual giving over 5 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
Education + 2 others

Diversified giving across multiple program areas with primary emphasis on education (60%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

Loading geographic data...
Loading chart...
Loading chart...
Loading chart...

Grants & Funding

Analyzing past grantees provides valuable insights into Lorraine F Bertsch And Fred S Bertsch Jr Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Uss Silversides Museum $6,000 Muskegon, MI, US Donation For Operating Expenses Of Uss Silversides Museum Yearly Fundraiser 2025
Kaiden Sylvester $2,000 Whitehall, MI, US Scholarship For Education Encouraging Service 2025
Erika Emery $2,000 Coopersville, MI, US Scholarship For Education Encouraging Service 2025
Kalysta Millis $2,000 Muskegon, MI, US Scholarship For Education Encourging Service 2025
Joshua Grant $2,000 Norton Shores, MI, US Scholarship For Education Encouraging Service 2025
Uss Silversidea Museum $6,000 Muskegon, MI, US Grant For Educational Program At Uss Silversides Museum Consisting Of History Lessons And Stem Programs. 2025
Cierra Depottey $2,000 Millington, MI, US Scholarship For Education To Encourage Service 2025
Uss Silversidwa Museum $6,000 Muskegon, MI, US Grant For Educational Program At Uss Silversides Museum Consisting Of History Lessons And Stem Programs. 2024
Uss Silversides Museum $7,000 Muskegon, MI, US Donation For Operating Expenses Of Uss Silversides Museum 2024
Idris Mccoy $2,000 Muskegon, MI, US 2000 Scholarship For Educational Purposes 2024
Madison Beatty $2,000 Grand Haven, MI, US Scholarship For Educational Purposes 2024
Robert Reno $2,000 Whitehall, MI, US Scholarship For Educational Purses 2024
Will Greer $2,000 Grand Rapids, MI, US Scholarship For Educational Purposes 2024
Uss Silversidwa Museum $6,000 Muskegon, MI, US Grant For Educational Program At Uss Silversides Museum Consisting Of History Lessons And Stem Programs. 2024
Uss Silversides Museum $7,000 Muskegon, MI, US Donation For Operating Expenses Of Uss Silversides Museum 2024
Idris Mccoy $2,000 Muskegon, MI, US 2000 Scholarship For Educational Purposes 2024
Madison Beatty $2,000 Grand Haven, MI, US Scholarship For Educational Purposes 2024
Robert Reno $2,000 Whitehall, MI, US Scholarship For Educational Purses 2024
Will Greer $2,000 Grand Rapids, MI, US Scholarship For Educational Purposes 2024
Uss Silversidwa Museum $6,000 Muskegon, MI, US Sponsorship For Silversides Museum Lecture Nd Educational Programs And Series On Military History And Veterans Affairs 2023
Uss Silversides Museum $5,000 Muskegon, MI, US Donation To Luau Fundraiser Primary Fundraising Program For Uss Museum Operating Funds 2023
Daniel Colon-crespo $1,000 Big Rapida, MI, US Scholarship For Post Secondary Education 2023
Cody Faas $1,000 Grand Rapid, MI, US Scholarship For Post Secondary School Education 2023
Grace E Vanderwoude $1,000 Muskegon, MI, US Scholarship For Post Secondary School Education 2023
Emily Suchowolec $1,000 Greenville, MI, US Scholarship For Post Secondary Education 2023
Uss Silversidwa Museum $6,000 Muskegon, MI, US Sponsorship For Silversides Museum Lecture Nd Educational Programs And Series On Military History And Veterans Affairs 2023
Uss Silversides Museum $5,000 Muskegon, MI, US Donation To Luau Fundraiser Primary Fundraising Program For Uss Museum Operating Funds 2023
Daniel Colon-crespo $1,000 Big Rapida, MI, US Scholarship For Post Secondary Education 2023
Cody Faas $1,000 Grand Rapid, MI, US Scholarship For Post Secondary School Education 2023
Grace E Vanderwoude $1,000 Muskegon, MI, US Scholarship For Post Secondary School Education 2023
Emily Suchowolec $1,000 Greenville, MI, US Scholarship For Post Secondary Education 2023
Uss Silversides Museu $6,000 Muskegon, MI, US Sponsorship For Silversides Museum Lecture Series On Military History 2022
Uss Silversides Museum $4,000 Muskegon, MI, US Donation To Silversides Luau Fundraiser 2022
Lydia Sprik $1,000 Holland, MI, US College Scholarship 2022
Holly Vincent $1,000 Holland, MI, US Scholarship For College 2022
Robert Kumpf $1,000 Norton Shores, MI, US Scholarship To Continue Work On Phd 2022
Uss Silversides Museu $6,000 Muskegon, MI, US Sponsorship For Silversides Museum Lecture Series On Military History 2022
Uss Silversides Museum $4,000 Muskegon, MI, US Donation To Silversides Luau Fundraiser 2022
Lydia Sprik $1,000 Holland, MI, US College Scholarship 2022
Holly Vincent $1,000 Holland, MI, US Scholarship For College 2022
Robert Kumpf $1,000 Norton Shores, MI, US Scholarship To Continue Work On Phd 2022
Uss Silversides Museum $6,000 Muskegon, MI, US Sponsorship For Silversides Museum Lecture Series On Military History 2021
Uss Silversides Museum $2,000 Muskegon, MI, US Donation For Silversides Luau Fundraiser 2021
Lydia Sprik $1,000 Holland, MI, US College Scholarship 2021
Michael Bonagura $1,000 Holland, MI, US Scholarship For College 2021
April Bowen $1,000 Muskegon, MI, US Scholarship For College 2021
Uss Silversides Museum $6,000 Muskegon, MI, US Sponsorship For Silversides Museum Spring/fall Lecture Series On Military History And Summer Session For Veterans Benefits 2020

Foundations Similar to Lorraine F Bertsch And Fred S Bertsch Jr Foundation

Discover 5 foundations with comparable assets ($223,840-$230,379), similar grant patterns, and geographic focus in MI that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 38-2923150 | 59 grants awarded
$228,369
(≈ Similar)
$1,845
median grant
Sturgis, MI
Same state
100%
Excellent match

EIN: 38-6555107 | 8 grants awarded
$224,762
(≈ Similar)
$4,000
median grant
Saginaw, MI
Same state
100%
Excellent match

EIN: 30-0002523 | 38 grants awarded
$223,840
(≈ Similar)
$1,200
median grant
Grosse Pointe Farms, MI
Same state
99%
Excellent match

EIN: 38-6854386 | 54 grants awarded
$229,771
(≈ Similar)
$2,000
median grant
Detroit, MI
Same state
99%
Excellent match

EIN: 47-1568378 | 51 grants awarded
$230,379
(≈ Similar)
$1,250
median grant
Mason, MI
Same state
99%
Excellent match

Contact Information

Official contact details for Lorraine F Bertsch And Fred S Bertsch Jr Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 84-3785176
Website http://bertschfoundation.org
Address 10040 SILVER CREEK RD Whitehall, MI 49461-9137

Key People (4)

Board members, trustees, and key staff who oversee Lorraine F Bertsch And Fred S Bertsch Jr Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Chairman [object Object]
Treasurer [object Object]
Secretary [object Object]
Registered State Agent [object Object]

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Lorraine F Bertsch And Fred S Bertsch Jr Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated May 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.