Bertsch Family Charitable Foundation Inc

Private foundation · Grantmaker Chapel Hill, NC EIN: 35-2057621

BERTSCH FAMILY CHARITABLE FOUNDATION INC is a private foundation based in Chapel Hill, North Carolina. Its 2024 filing states that awards are limited to educational and children’s needs serving the Raleigh, Durham, and Chapel Hill, North Carolina, or Warsaw, Indiana, areas.

Key facts about Bertsch Family Charitable Foundation Inc

In short: Bertsch Family Charitable Foundation Inc gave $518K across 80 grants in 2024 (avg $6K), mostly in North Carolina. 18% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
35-2057621
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$517,500
Grants made (2024)
80
Average grant
$6,469
Median grant
$6,000
New grantees (estimate)
18% first-time grantees (14 of 80, 2024)
Total assets
$6,558,278
Primary geography
North Carolina (77% of itemized 2024 grant dollars)
How to apply
The foundation does not restrict giving to preselected organizations. Full details ↓
Deadline
September 30.

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$6.6M

+5.5% YoY

Annual Giving

$518K

+14.5% YoY

Grant Count

80

+14.3% YoY

Avg Grant Size

$6K

+0.2% YoY

Under IRS private-foundation payout rules, Bertsch Family Charitable Foundation Inc reported a distributable amount of $439K for 2024 — the minimum it must pay out in qualifying distributions.

Is Bertsch Family Charitable Foundation Inc open to new grantees?

18%

first-time grantees, 2024

In 2024, 14 of 80 grantees (18%) were first-time recipients. First grants averaged $6K; repeat grants $7K. How we count

Medians: $6K first-time, $6K repeat.

  • 79% of 2024 grantees were also funded in 2023. Method
  • Giving held roughly steady from 2021 to 2024 (+0%). Method
  • In 2024 it paid out 118% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its filing limits awards to educational and children’s needs in the specified service areas.

Grantees’ stated missions illustrate the range of organizations it supported. Triangle Land Conservancy described work to protect clean water, natural habitats, and local farms, and connect people with nature. Josh’s Hope Foundation described promoting awareness and education about the needs of young adults transitioning with mental illness or substance abuse, and raising funds for treatment and services. Other 2024 recipients included organizations whose stated missions address child abuse prevention, children at risk in the family court system, cancer-patient housing, and university support.

Grantmaking

In 2024, the foundation made 80 grants totaling $517,500. Awards ranged from $2,500 to $26,000, with a median grant of $6,000. Its largest grants included $26,000 to Triangle Land Conservancy for land conservation and $20,000 to Josh’s Hope Foundation for community outreach. It also gave $12,000 each to Inter Faith Council for community outreach for a homeless shelter and Refugee Support Center for community outreach.

Review Cycle

September 30.

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Geographic Focus

Where this funder awards grants

The filing states that awards are limited to educational and children’s needs serving the Raleigh, Durham, and Chapel Hill, North Carolina, or Warsaw, Indiana, areas. In 2024, 77% of grant dollars went to recipients in North Carolina and 20% to recipients in Indiana; Virginia, Tennessee, and Hawaii each accounted for 1%.

Grant Distribution by State

7states

Share of 2024 grant dollars across all 80 itemized grants.

Cities

DurhamChapel HillWarsawCarrboroRaleighFort WayneBooneHillsboroughWinona LakeDunnPittsboroWabashMatthewsMebaneLeesburgAshevilleBartlettBlowing RockBostonCary

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K65 grants2020 77 grants2021 74 grants2022 70 grants2023 80 grants2024

From 2020 to 2024, annual grant giving ranged from $452K (2023) to $518K (2024). In 2024 it made 80 grants totaling $518K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Triangle Land Conservancy: $26KTriangle Land Conservancy$26KJosh's Hope Foundation Inc: $20KJosh's Hope Foundation Inc$20KInter Faith Council: $12KInter Faith Council$12KRefugee Support Center: $12KRefugee Support Center$12KAlamance Orange Prison Ministry: $6KAlamance Orange PrisonMinistry$6KAppalachian State University: $6KAppalachian State University$6KBaker Youth Club: $6KBaker Youth Club$6KBe Loud Sophie Foundation: $6KBe Loud Sophie Foundation$6KBeaman Home: $6KBeaman Home$6KBig Brothers Big Sisters of Nei: $6KBig Brothers Big Sisters ofNei$6K

The largest 2024 recipient was Triangle Land Conservancy ($26K). Together the top 10 received $106K.

Grant Size Distribution

366 grants across all recorded years

366<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 366 grants of 366 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Triangle Land Conservancy Durham, NCLand Conservation$26,000
Josh's Hope Foundation Inc Hillsborough, NCCommunity Outreach$20,000
Inter Faith Council Carrboro, NCCommunity Outreach for Homeless Shelter$12,000
Refugee Support Center Carrboro, NCCommunity Outreach$12,000
Alamance Orange Prison Ministry Chapel Hill, NCCommunity Outreach$6,000
Appalachian State University Boone, NCEducational$6,000
Baker Youth Club Warsaw, INCommunity Outreach$6,000
Be Loud Sophie Foundation Chapel Hill, NCEducational$6,000
Beaman Home Winona Lake, INCommunity Outreach for Abused Women$6,000
Big Brothers Big Sisters of Nei Fort Wayne, INCommunity Outreach$6,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2024 $6,558,278 $946,784 $604,027 $517,500
2023 $6,215,521 $915,437 $514,819 $452,000
2022 $5,814,903 $323,563 $569,311 $486,000
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$6,558,278$6,215,521$5,814,903
Revenue$946,784$915,437$323,563
Expenses$604,027$514,819$569,311
Qualifying Distributions$517,500$452,000$486,000
Net Investment Income$860,257$852,618$240,252
Distributable Amount$439,199$410,480$455,061

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Dianne Bertsch as president and Jordan Shamp as vice president and secretary.

Bertsch Family Charitable Foundation Inc is led by Dianne Bertsch, President on every filing since 2020; none of the 2 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Dianne Bertsch

    President

    On filings since 2020

    No compensation reported

  • Jordan Shamp

    Vice President & Secretary

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Application contact: Dianne Bertsch
Mailing address: PO Box 3380, Chapel Hill, NC 27514
Phone: (919) 967-2580

Frequently asked questions about Bertsch Family Charitable Foundation Inc

How much does Bertsch Family Charitable Foundation Inc give each year?

Bertsch Family Charitable Foundation Inc gave $518K across 80 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $452K across 70 grants.

What is Bertsch Family Charitable Foundation Inc's typical grant size?

Bertsch Family Charitable Foundation Inc's median grant in 2024 was $6,000, and its average grant was $6,469, across 80 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Bertsch Family Charitable Foundation Inc that year got $6K on average.

Where does Bertsch Family Charitable Foundation Inc give grants?

Bertsch Family Charitable Foundation Inc gives mostly in North Carolina: 77% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Indiana (20%). The most frequent recipient cities were Durham, NC (19 grants), Chapel Hill, NC (17 grants), Warsaw, IN (11 grants) and Raleigh, NC (8 grants).

Does Bertsch Family Charitable Foundation Inc give general operating support?

Not in 2024: none of the 80 grants with a stated purpose on Bertsch Family Charitable Foundation Inc's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Community Outreach" (36 grants), "Educational" (8 grants) and "Community Outreach to Children" (3 grants).

Who are Bertsch Family Charitable Foundation Inc's largest grantees?

Bertsch Family Charitable Foundation Inc's largest 2024 grantees include Triangle Land Conservancy ($26,000), Josh's Hope Foundation Inc ($20,000) and Inter Faith Council ($12,000), according to its 2024 IRS Form 990-PF. Together they received 11% of its itemized 2024 grant dollars.

How large is Bertsch Family Charitable Foundation Inc?

Bertsch Family Charitable Foundation Inc reported $6.6M in total assets on its 2024 IRS Form 990-PF. It paid out $518K in qualifying distributions that year, against a required minimum of $439K (roughly 5% of its investment assets).

What does Bertsch Family Charitable Foundation Inc fund?

No mission statement for the foundation is provided. Its filing limits awards to educational and children’s needs in the specified service areas. See mission & focus areas ↑

How do I apply for a grant from Bertsch Family Charitable Foundation Inc?

The foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Bertsch Family Charitable Foundation Inc's EIN?

Bertsch Family Charitable Foundation Inc's EIN (Employer Identification Number) is 35-2057621. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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