Civic Intelligence

Bertaud Family Foundation

990PF • Fiscal year 2011 • EIN 26-1507752

Jan 01, 2011 to Dec 31, 2011 • Filed on May 10, 2012

345 West Austin Avenue60048
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

30th percentile

-4.1%

Faster asset growth than 30% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$738,803

Down $31,315 (-4.1%) from 2010

Net Assets

Down

$738,803

Down $31,315 (-4.1%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$52,109

Up $5,501 (+12%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2010: $770,118Liabilities 2010: $0Net Assets 2010: $770,1182010Assets 2011: $738,803Liabilities 2011: $0Net Assets 2011: $738,8032011Assets 2012: $698,564Liabilities 2012: $0Net Assets 2012: $698,5642012Assets 2013: $680,043Liabilities 2013: $0Net Assets 2013: $680,0432013Assets 2014: $672,461Liabilities 2014: $0Net Assets 2014: $672,4612014Assets 2015: $693,692Liabilities 2015: $0Net Assets 2015: $693,6922015Assets 2016: $664,936Liabilities 2016: $0Net Assets 2016: $664,9362016Assets 2017: $659,763Liabilities 2017: $0Net Assets 2017: $659,7632017Assets 2018: $700,446Liabilities 2018: $0Net Assets 2018: $700,4462018Assets 2019: $672,599Liabilities 2019: $0Net Assets 2019: $672,5992019Assets 2020: $755,566Liabilities 2020: $0Net Assets 2020: $755,5662020Assets 2021: $738,069Liabilities 2021: $0Net Assets 2021: $738,0692021Assets 2022: $703,538Liabilities 2022: $0Net Assets 2022: $703,5382022Assets 2023: $683,513Liabilities 2023: $0Net Assets 2023: $683,5132023Assets 2024: $667,884Liabilities 2024: $528Net Assets 2024: $667,3562024

Highlighted filing

2011

Assets$738,803
Liabilities$0
Net Assets$738,803

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KExpenses 2010: $46,6082010Expenses 2011: $52,1092011Expenses 2012: $49,3652012Revenue 2013: $32,159Expenses 2013: $50,680Net Income 2013: -$18,5212013Revenue 2014: $45,320Expenses 2014: $52,902Net Income 2014: -$7,5822014Revenue 2015: $73,290Expenses 2015: $52,059Net Income 2015: $21,2312015Revenue 2016: $22,120Expenses 2016: $50,876Net Income 2016: -$28,7562016Revenue 2017: $45,337Expenses 2017: $50,510Net Income 2017: -$5,1732017Revenue 2018: $92,949Expenses 2018: $52,020Net Income 2018: $40,9292018Revenue 2019: $24,408Expenses 2019: $52,255Net Income 2019: -$27,8472019Revenue 2020: $120,211Expenses 2020: $37,244Net Income 2020: $82,9672020Revenue 2021: $38,803Expenses 2021: $56,300Net Income 2021: -$17,4972021Revenue 2022: $10,902Expenses 2022: $45,433Net Income 2022: -$34,5312022Revenue 2023: $24,984Expenses 2023: $45,009Net Income 2023: -$20,0252023Revenue 2024: $33,932Expenses 2024: $50,089Net Income 2024: -$16,1572024

Highlighted filing

2011

Revenue-
Expenses$52,109
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 10, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANCOIS X BERTAUDPresident-$0--
JEANNE M BERTAUDSecretary-$0--
MARC H BERTAUDTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-ASSIST CHARITABLE GOALSPUBLICMUNDELEIN, IL, US$15,000
Paid Grant-ASSIST CHARITABLE GOALSPUBLICRADNOR, PA, US$10,000
Paid Grant-ASSIST CHARITABLE GOALSPUBLICWAUKEGAN, IL, US$3,000
Paid Grant-ASSIST CHARITABLE GOALSPUBLICLIBERTYVILLE, IL, US$3,000
Paid Grant-ASSIST CHARITABLE GOALSPUBLICWAUKEGAN, IL, US$2,000
Paid Grant-ASSIST CHARITABLE GOALSPUBLICLIBERTYVILLE, IL, US$1,576
Paid Grant-ASSIST CHARITABLE GOALSPUBLICLAKE FOREST, IL, US$1,576
Paid Grant-ASSIST CHARITABLE GOALSPUBLICCHICAGO, IL, US$250
Paid Grant-ASSIST CHARITABLE GOALSPUBLICWAUKEGAN, IL, US$163
Filing and Contact Details

Filer

EIN
26-1507752
Raw XML Appendix350 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount06621
AccountingFeesSchedule/AccountingFees/Category0HTH CONSULTANTS
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome06621
CompensationExplanation/Compensation/PersonName0FRANCOIS X BERTAUD
CompensationExplanation/Compensation/PersonName1JEANNE M BERTAUD
CompensationExplanation/Compensation/PersonName2MARC H BERTAUD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0156266
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1333754
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2212281
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0162439
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1305007
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2186456
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0INVESTMENTS - AMERITRADE FOUNDATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1INVESTMENTS - AMERITRADE FOUNDATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2INVESTMENTS - AMERITRADE FOUNDATION
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount023286
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0-2493
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount01
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
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IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA020794
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm06621
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss06621
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-31315
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0253920
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-2493
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome010383
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0297
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss02937
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps036565
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm012904
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss052109
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome023287
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses020794
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm012904
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss015544
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IRS990PF/BalanceSheets/CashEOY036502
IRS990PF/BalanceSheets/CashEOYFMV036502
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0734920
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IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY0643
IRS990PF/BalanceSheets/TotalAssetsBOY0770118
IRS990PF/BalanceSheets/TotalAssetsEOY0738803
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0690404
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0770118
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0738803
IRS990PF/BalanceSheets/TotalNetAssetsBOY0770118
IRS990PF/BalanceSheets/TotalNetAssetsEOY0738803
IRS990PF/BalanceSheets/UnrestrictedBOY0770118
IRS990PF/BalanceSheets/UnrestrictedEOY0738803
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-2493
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0138986
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1117427
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0PUBLICLY TRADED SECURITITES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1PUBLICLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-7811
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss13784
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-7811
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses13784
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0131175
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-31315
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0738803
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0770118
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted037345
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj037345
IRS990PF/DistributableAmount/DistributableAmountBeforeDed037345
IRS990PF/DistributableAmount/MinimumInvestmentReturn037553
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0208
IRS990PF/DistributableAmount/TotalTax0208
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear01392
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment01600
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0208
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment01392
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0208
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0208
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments01600
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0690404
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0762487
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances031193
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0731294
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable011437
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn037553
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0751050
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0762487
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition12.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition22.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0FRANCOIS X BERTAUD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JEANNE M BERTAUD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2MARC H BERTAUD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10345 W AUSTIN AVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11345 W AUSTIN AVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1228429 IVY LANE NORTH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0LIBERTYVILLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1LIBERTYVILLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2LIBERTYVILLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0IL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1IL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2IL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode060048
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode160048
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode2600489797
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct040948
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets040844
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.054382
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.050762
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.062535
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.042790
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.061442
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0751050
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10673768
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20562997
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30829638
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4065102
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0104
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions036565
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1034202
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2035207
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3035500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear404000
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IRS990PF/QualifyingDistributions/AdjQualifyingDistributions036565
IRS990PF/QualifyingDistributions/ExpensesAndContributions036565
IRS990PF/QualifyingDistributions/QualifyingDistributions036565
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0FRANCOIS X BERTAUD
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08473677768
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10345 W AUSTIN AVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0LIBERTYVILLE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0IL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode060048
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0IL
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01576
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount13000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount22000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount315000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount53000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount61576
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount8250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0ASSIST CHARITABLE GOALS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1ASSIST CHARITABLE GOALS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2ASSIST CHARITABLE GOALS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3ASSIST CHARITABLE GOALS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4ASSIST CHARITABLE GOALS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5ASSIST CHARITABLE GOALS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6ASSIST CHARITABLE GOALS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7ASSIST CHARITABLE GOALS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8ASSIST CHARITABLE GOALS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0THE LAKE COUNTY HAVEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1A SAFE PLACE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2ST MARTIN DE PORRES HS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3CARMEL CATHOLIC HIGH SCHO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4NTAF
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5MARISTELLA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6BERNARD P FLORIAN FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName7CATHOLIC CHARITIES OF ILLINOIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName8MAKE A WISH FOUNDATION OF IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10POBOX 127
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11PO BOX 1067
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12501 S MARTIN LUTHER KING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine131 CARMEL PARKWAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14150 N RADNOR CHESTER RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15745 N MILWAUKEE AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1628101 N BALLARD DR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17671 S LEWIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18640 N LASALLE DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LIBERTYVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1WAUKEGAN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2WAUKEGAN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3MUNDELEIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4RADNOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5LIBERTYVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6LAKE FOREST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7WAUKEGAN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8CHICAGO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode060048
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode160079
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode260085
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode360060
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode419087
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode560048
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode660045
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode760085
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode860654
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear036565
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear036565
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted037345
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear101954
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear207065
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear401626
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus0780
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY0780
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear09865
IRS990PF/UndistributedIncome/ExcessFromYear101954
IRS990PF/UndistributedIncome/ExcessFromYear207065
IRS990PF/UndistributedIncome/ExcessFromYear40846
IRS990PF/UndistributedIncome/QualifyingDistributions036565
IRS990PF/UndistributedIncome/TotalCorpus09865
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover010645
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherAssetsSchedule/OtherAssets/BOYBookValue0643
OtherAssetsSchedule/OtherAssets/Description0INCOME RECEIVABLE
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount05986
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome05986
TaxesSchedule/Taxes/Amount0282
TaxesSchedule/Taxes/Amount12640
TaxesSchedule/Taxes/Amount215
TaxesSchedule/Taxes/Category0FOREIGN TAXES
TaxesSchedule/Taxes/Category1FEDERAL TAX
TaxesSchedule/Taxes/Category2IL CHARITY BUREAU
TaxesSchedule/Taxes/NetInvestmentIncome0282
TaxesSchedule/Taxes/NetInvestmentIncome115
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0261507752
ReturnHeader/Filer/Name/BusinessNameLine10BERTAUD FAMILY FOUNDATION
ReturnHeader/Filer/NameControl0BERT
ReturnHeader/Filer/Phone08474415644
ReturnHeader/Filer/USAddress/AddressLine10345 WEST AUSTIN AVENUE
ReturnHeader/Filer/USAddress/City0LIBERTYVILLE
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode060048
ReturnHeader/Officer/DateSigned02012-05-10
ReturnHeader/Officer/Name0FRANCOIS X BERTAUD
ReturnHeader/Officer/Phone08474415644
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02012-05-11
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HTH LLC CPA'S
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10501 PETERSON ROAD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LIBERTYVILLE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0600481011
ReturnHeader/Preparer/Name0JILL L KUKSA CPA
ReturnHeader/Preparer/Phone08472470200
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-11T14:58:06-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.68$0.01$6.67$0.34$0.50$0.16
2023Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$0.25$0.45$0.20
2022Detailed filing. Detailed filing data is available for this year.$7.04$0.00$7.04$0.11$0.45$0.35
2021Detailed filing. Detailed filing data is available for this year.$7.38$0.00$7.38$0.39$0.56$0.17
2020Detailed filing. Detailed filing data is available for this year.$7.56$0.00$7.56$1.20$0.37$0.83
2019Detailed filing. Detailed filing data is available for this year.$6.73$0.00$6.73$0.24$0.52$0.28
2018Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$0.93$0.52$0.41
2017Detailed filing. Detailed filing data is available for this year.$6.60$0.00$6.60$0.45$0.51$0.05
2016Detailed filing. Detailed filing data is available for this year.$6.65$0.00$6.65$0.22$0.51$0.29
2015Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$0.73$0.52$0.21
2014Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$0.45$0.53$0.08
2013Detailed filing. Detailed filing data is available for this year.$6.80$0.00$6.80$0.32$0.51$0.19
2012Detailed filing. Detailed filing data is available for this year.$6.99$0.00$6.99$0.49
2011Detailed filing. Detailed filing data is available for this year.$7.39$0.00$7.39$0.52
2010Detailed filing. Detailed filing data is available for this year.$7.70$0.00$7.70$0.47