BERT W. Martin Foundation
EIN 366060591 Private Foundation
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2020–2023
$8.6M
3 grants · $2.2M avg/year
based on 4 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$2.9M
typical big bets · $2.8M–$3.0M
grant size
100%
deep partner · 1/1 multi-year
repeat
$63.5M
Assets (2023)
1
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
DANA SUTHERLAND WARDEN
Phone
(312) 630-6000
Deadlines
BY JANUARY 31
How to Apply
REASON AND BUDGET FOR REQUEST AND IRS DETERMINATION LETTER
Restrictions
N/A
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | N/A | $57.2M | $2.0M | N/A |
| 2020 | $2.9M | $60.4M | $3.0M | 1 |
| 2022 | $2.6M | $57.0M | $5.7M | 1 |
| 2023 | $3.1M | $63.5M | $6.0M | 1 |
Grant Size Distribution
Based on 3 grants on record
Minimum
$2.6M
25th Pctl
$2.8M
Median
$2.9M
Average
$2.9M
75th Pctl
$3.0M
Maximum
$3.1M
Geographic Distribution
Officers & Directors
CW
Chandler D. Warden
4+ yrs
Vice President / Treasurer
Leadership
FW
F Andrew Warden
4+ yrs
President
Leadership
DW
DANA Sutherland Warden
4+ yrs
Secretary
Leadership
KF
KALA Fillmann
2 yrs
Director
TB
Taylor Bousfield
4+ yrs
Director
LC
Laura Chelossi
4+ yrs
Director
TJ
Thomas M. James
4+ yrs
Director
FW
F Andrew Warden
4+ yrs
President
Leadership
CW
Chandler D. Warden
4+ yrs
Vice President / Treasurer
Leadership
DW
DANA Sutherland Warden
4+ yrs
Secretary
Leadership
TJ
Thomas M. James
4+ yrs
Director
LC
Laura Chelossi
4+ yrs
Director
TB
Taylor Bousfield
4+ yrs
Director
KF
KALA Fillmann
2 yrs
Director
Grants Awarded (3 total)
| Purpose | ||||
|---|---|---|---|---|
| See Attached Schedule | See Attached Schedule, IL | $3,100,000 | GENERAL | 2023 |
| See Attached Schedule | See Attached Schedule, IL | $2,945,000 | GENERAL | 2020 |
| See Attached Schedule | See Attached Schedule, IL | $2,600,000 | GENERAL | 2022 |
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