Bertsch Family Charitable Foundation Inc
The Bertsch Family Charitable Foundation Inc is an independent family foundation established in 1998 and based in Chapel Hill, North Carolina. The foundation supports nonprofit organizations through grants focused on education, human services, health, and religion-related causes.
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
Mission & Focus Areas
The foundation's primary areas of interest include:
- Education (including literacy)
- Human services
- Health
- Religion and Christian agencies
- Children and youth
- Hunger and homelessness
- Animal welfare
The foundation emphasizes support for educational and children's needs in its target geographic regions.
Grantmaking
Applicants must submit an initial letter to the foundation. There are no application deadlines.
Grant Range
s & Patterns:**
Review Cycle
.
How to Apply
**
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Geographic Focus
Where this funder awards grants
The foundation concentrates its giving in two primary regions:
- North Carolina: Approximately 70% of grants remain in North Carolina, with particular focus on the Raleigh, Durham, and Chapel Hill areas
- Indiana: Warsaw, Indiana is a secondary focus area
- Additional states: Grants also reach Indiana, New York, Virginia, and California, though in smaller amounts
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Most Recent Financial Data:
- Total Assets: $6,558,278
- Total Annual Giving: $517,500
Previous Year Data:
- Total Assets: $6,215,521
- Total Giving: $452,000
EIN: 35-2057621
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
- Dianne Bertsch - President
- Jordan Shamp - Vice President
- Secretary - (name not provided in sources)
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DIANNE BERTSCH | PRESIDENT | — | — |
| JORDAN SHAMP | VICE PRESIDENT, SECRETARY | — | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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