Bertsch Family Charitable Foundation Inc
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.
Bertsch Family Charitable Foundation Inc at a glance
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.
- Annual giving (2024)
- $517,500
- +14.5% vs 2023
- Grants made (2024)
- 80
- +14.3% vs 2023
- Average grant
- $6,469
- +0.2% vs 2023
- Median grant
- $6,000
- Total assets
- $6,558,278
- +5.5% vs 2023
- New grantees (estimate)
- 18% first-time grantees (14 of 80, 2024)
- Primary geography
- North Carolina (77% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Bertsch Family Charitable Foundation Inc
- How to Apply
-
The foundation does not restrict giving to preselected organizations. The filing says to contact Dianne Bertsch and submit materials in writing. Awards are limited to educational and children’s needs serving the Raleigh, Durham, and Chapel Hill, North Carolina, or Warsaw, Indiana, areas.
- Review Cycle
- September 30.
- Deadline
- September 30.
- Contact
Application contact: Dianne Bertsch
Mailing address: PO Box 3380, Chapel Hill, NC 27514
Phone: (919) 967-2580
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Bertsch Family Charitable Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Triangle Land Conservancy ($26K). Together the top 10 received $106K.
Grant Size Distribution
366 grants across all recorded years
The most common grant size was under $50K: 366 grants of 366 (100%).
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
Share of 2024 grant dollars across all 80 itemized grants.
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $452K (2023) to $518K (2024). In 2024 it made 80 grants totaling $518K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Triangle Land Conservancy Durham, NC | Land Conservation | $26,000 |
| Josh's Hope Foundation Inc Hillsborough, NC | Community Outreach | $20,000 |
| Inter Faith Council Carrboro, NC | Community Outreach for Homeless Shelter | $12,000 |
| Refugee Support Center Carrboro, NC | Community Outreach | $12,000 |
| Alamance Orange Prison Ministry Chapel Hill, NC | Community Outreach | $6,000 |
| Appalachian State University Boone, NC | Educational | $6,000 |
| Baker Youth Club Warsaw, IN | Community Outreach | $6,000 |
| Be Loud Sophie Foundation Chapel Hill, NC | Educational | $6,000 |
| Beaman Home Winona Lake, IN | Community Outreach for Abused Women | $6,000 |
| Big Brothers Big Sisters of Nei Fort Wayne, IN | Community Outreach | $6,000 |
Ready to take the next step with Bertsch Family Charitable Foundation Inc?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $6,558,278 | $946,784 | $604,027 | $517,500 | 80 | $517,500 | $860,257 | $439,199 |
| 2023 | $6,215,521 | $915,437 | $514,819 | $452,000 | 70 | $452,000 | $852,618 | $410,480 |
| 2022 | $5,814,903 | $323,563 | $569,311 | $486,000 | 74 | $486,000 | $240,252 | $455,061 |
| 2021 | $6,060,651 | $1,106,980 | $582,774 | $517,000 | 77 | $517,000 | $1,041,206 | $432,881 |
| 2020 | $5,536,445 | $214,977 | $524,880 | $461,000 | 65 | — | $152,019 | $403,621 |
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.
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.
Other 2024 grants included $6,000 to Appalachian State University for educational purposes, $6,000 to Book Harvest for educational purposes, and $6,000 to Blue Ridge Conservancy for land conservation.
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.
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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Bertsch Family Charitable Foundation Inc funder profile. GrantGraph. Retrieved October 21, 2026, from https://grantable.co/funders/bertsch-family-charitable-foundation-inc-morg_8d4c8ca6254b4c339b41c3b06585069b
BibTeX
@misc{grantable_352057621_2026,
author = {{Grantable}},
title = {{Bertsch Family Charitable Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/bertsch-family-charitable-foundation-inc-morg_8d4c8ca6254b4c339b41c3b06585069b},
note = {Accessed 2026-10-21. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Bertsch Family Charitable Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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