↑ parent cluster · ·
research dossier →

BERTSCH FAMILY FOUNDATION

SCOTTSDALE, AZ · EIN 474195868 · Form 990PF · FY2022 · NTEE T22 · Philanthropy & Grantmaking · Micro (<$100K) · www.bertschfoundation.org
revenue
$4K
expenses
$1K
net assets
$210K
employees
filing since
2020
profile · synthesized from sources

The Bertsch Family Foundation honors the public service legacy of Lorraine F. and Fred S. Bertsch Jr. by promoting education and community service. The foundation awards academic scholarships to students and sponsors educational lecture series, primarily in partnership with the USS Silversides Submarine Museum in Michigan.

named programs · 2 · from sources

what they call their work

Academic Scholarships
Awards four academic scholarships annually to worthy applicants to help with educational costs, typically $2000 each. Recipients are honored at an annual fundraising event.
Lecture Series at the USS Silversides Museum
Sponsors informational lecture series at the USS Silversides Submarine Museum in Muskegon, Michigan, focusing on military history and veterans' experiences, such as the Vietnam Conflict and Post Vietnam Era to 9/11.
activities · 2

what they do

direct service · 2
  • Award annual academic scholarships Targeted Educational Scholarships
    Awards four $2,000 academic scholarships annually to students pursuing studies in fields such as Physician Assistant, Nursing, Flight Training, and Japanese studies, distributed during the USS Silversides Hawaiian Luau event.
  • Host military history lecture series Interdisciplinary Lecture and Webinar Series
    Sponsors and organizes an ongoing lecture series through the USS Silversides Submarine Museum, focusing on U.S. military history from the Post-Vietnam Era to 9/11, including events honoring Vietnam veterans and specific series like "The World Transformed 1945–1953," with lectures delivered by experts and made accessible via Zoom and YouTube.
strategies · 4

how they think

Theories of action extracted from this org's own source material. Click any approach shared with other orgs to see the full field.

  • Event-based Fundraising and Scholarship Awards event-based_fundraising_and_award_ceremony unique to this org
    The foundation utilizes an annual community event, such as a Hawaiian Luau, to engage the community, raise funds, and serve as a platform for awarding scholarships. This combines community engagement with direct educational support.
  • Leadership and Public Service Scholarship Support leadership_and_public_service_scholarships unique to this org
    The foundation specifically supports students who demonstrate strong leadership qualities and a commitment to public service, aiming to cultivate future leaders who will contribute positively to their communities.
  • Legacy-based Community Investment legacy-based community investment unique to this org
    The foundation promotes education and community service as a means to honor the legacy of its founders, Fritz and Lory Bertsch, and to pass on their service mentality to future generations. This approach leverages the founders' values to inspire and guide current philanthropic efforts.
  • Veteran Education Support veteran_education_support unique to this org
    The foundation provides support for veterans and wounded soldiers to pursue higher education, particularly in fields related to education, recognizing their service and facilitating their transition and contribution to society through further learning.
financials · form 990PF · fy2022

the money

revenue
Total revenue$4K
Contributions & grants
Program service revenue
Investment income$2K50%
Other revenue$2K
expenses
Total expenses$1K
Program expenses
Admin / overhead
Fundraising
Salaries & benefits
Grants paid out$15K
balance sheet
Total assets$210K
Cash
Investments
Liabilities
Net assets$210K
3 years on record · 2020–2022 · YoY revenue -92.0%
leadership · form 990 part vii · fy2022

who runs it

board members · 2
  • JAN A BERTSCH — DIRECTOR
  • ROBERT F BERTSCH — DIRECTOR
relationships · 6

who they work with

  • Hope College Partner — Collaborated with for a lecture series featuring Associate Professor of History, Fred L. Johnson III.
  • Silversides Submarine Museum Partner — Scholarships were awarded at their Victory Gala Fundraiser.
  • Silversides Submarine Museum Partner — Sponsors a lecture series at the museum.
  • USS Silversides Partner — Hosted the scholarship award event during the Hawaiian Luau.
  • USS Silversides Partner — Hosts the Hawaiian Luau event where scholarships are awarded.
  • USS Silversides Museum Partner — Hosts the scholarship award event during the Hawaiian Luau.