Private Foundation

BERTSCH FAMILY CHARITABLE FOUNDATION INC

BERTSCH FAMILY CHARITABLE FOUNDATION INC, of CHAPEL HILL, NC, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2024 filing shows $947K in revenue, $604K in expenses, $6.6M in total assets. IRS filings disclose 366 grants awarded by this foundation, totaling roughly $2.4M.

EIN: 352057621 CHAPEL HILL, NC Latest filing: 2024
Total Revenue$947K
Total Expenses$604K
Total Assets$6.6M
Grants Given366
Grant Total$2.4M
Filing Years2020–2024

Before you apply to Bertsch Family Charitable Foundation Inc

Accepts applications Published application instructions on its 2024 Form 990-PF.

Rarely funds new orgs 14% of recent recipients were first-time grantees (2022–2024).

Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.

Sample Grants Given

TRIANGLE LAND CONSERVANCY
DURHAM, NC · 2024
LAND CONSERVATION
$26,000
JOSH'S HOPE FOUNDATION INC
HILLSBOROUGH, NC · 2024
COMMUNITY OUTREACH
$20,000
INTER FAITH COUNCIL
CARRBORO, NC · 2024
COMMUNITY OUTREACH FOR HOMELESS SHELTER
$12,000
REFUGEE SUPPORT CENTER
CARRBORO, NC · 2024
COMMUNITY OUTREACH
$12,000
STEP UP DURHAM
DURHAM, NC · 2024
COMMUNITY OUTREACH FOR JOB TRAINING
$6,000

Showing up to 5 of 366 total records — full history available with membership.

Officers & Directors

PRESIDENT Dianne Bertsch
VICE PRESIDENT, SECRETARY Jordan Shamp

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$1,535,000 227 grants
Education
$303,000 48 grants
Health & Medicine
$124,000 20 grants
Environment & Conservation
$116,000 15 grants
Housing & Homelessness
$108,000 14 grants

Financial Trends

Year Revenue Expenses Assets
2024 $947K $604K $6.6M
2023 $915K $515K $6.2M
2022 $324K $569K $5.8M
2021 $1.1M $583K $6.1M
2020 $215K $525K $5.5M

Between 2020 and 2024, reported annual revenue grew from $215K to $947K (+340%), with total assets most recently reported at $6.6M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in HI, IN, MA, NC, NV, TN, and 1 other state.

HIINMANCNVTNVA

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for BERTSCH FAMILY CHARITABLE FOUNDATION INC

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