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

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

BAKER YOUTH CLUB

WARSAW, IN · 2024

COMMUNITY OUTREACH

$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

COMMUNITY OUTREACH

$1,265,000 183 grants

EDUCATIONAL

$285,000 43 grants

LAND CONSERVATION

$86,000 10 grants

COMMUNITY OUTREACH FOR CHILDREN

$72,000 12 grants

COMMUNITY OUTREACH FOR HEALTH

$52,000 8 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

Complete financials, all 366 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports