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.
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.
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.
Ready to take the next step with Bertsch Family Charitable Foundation Inc?
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
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.
Grant Insights
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%).
Giving History
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 |
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 |
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- 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.
Here's the math on researching Bertsch Family Charitable Foundation Inc by hand.
Explore Open Grants
Browse active grant opportunities in Bertsch Family Charitable Foundation Inc's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Triangle Community Foundation Inc
Durham, NC
The foundation supports nonprofits working in cultural arts, education and youth, nonprofit capacity building, and sustainable communities, with discretionary grants focused on Durham, Orange, Wake, and Chatham Counties in North Carolina. Its 2025 grants had a median of $20,000, though amounts varied widely. Eligible nonprofits or fiscally sponsored organizations can apply through its online system during open grant cycles, so requests are accepted when a relevant cycle is open.
Assets
$335.8M
Grants
599
Total Given
$26.7M
Duke Energy Foundation
Charlotte, NC
The Duke Energy Foundation funds workforce development, local economic development and recovery, disaster resilience, conservation, and economic opportunity in communities across North Carolina, South Carolina, Florida, Ohio, Kentucky, and Indiana. It reports more than $30 million in annual charitable grants; awards vary widely, with a 2024 median of $25,000, and applications of $20,000 or less are accepted on a rolling basis. Applicants should contact their local Foundation representative before applying.
Assets
$1.9M
Grants
41
Total Given
$25.6M
Strowd Roses Inc
Chapel Hill, NC
Strowd Roses funds nonprofits serving Chapel Hill and nearby communities in essential human services, education and workforce development, community building, and nature and the environment. Its typical grants are $5,000–$20,000, with an average of $10,000; it accepts applications through an online process, with a required meet-and-greet for new applicants and those who have not received a grant in over three years.
Assets
$10.1M
Grants
26
Total Given
$247K
United Way of the Greater Triangle Inc
Durham, NC
United Way of the Greater Triangle funds nonprofits and community programs addressing poverty and advancing economic mobility, including work in education, family stability, health, housing, and youth development, primarily in Durham, Wake, Orange, and Johnston counties. Its 2025 grants had a median of about $25,000, while specific funds offer awards from up to $5,000 for crisis-related needs to $10,000–$50,000 for youth initiatives. It accepts applications for its open Bull City Future Fund and Neighbors Helping Neighbors Fund.
Assets
$2.2M
Grants
97
Total Given
$4.2M
North Carolina Community Foundation
Raleigh, NC
The North Carolina Community Foundation supports local needs across North Carolina, especially in rural communities, including human services, education, youth development, health, food and nutrition, arts, and scholarships. Its 2025 grants had a median award of $15,000, though amounts varied widely; organizations may apply through the relevant affiliate, giving circle, or community fund, with eligibility and deadlines varying by program.
Assets
$569.1M
Grants
732
Total Given
$30.6M
State Employees Credit Union Foundation
Raleigh, NC
The foundation funds capital projects, regional or statewide programs, and organizational capacity building that strengthen North Carolina communities; it favors projects with broad or replicable impact and does not fund operating budgets or shortfalls. Its 2025 grants ranged from $1,250 to $1 million, with a median of $2,500. Applications are accepted at any time and typically reviewed semiannually.
Assets
$61.0M
Grants
1,806
Total Given
$17.4M
Foundation for the Carolinas
Charlotte, NC
Foundation For The Carolinas funds nonprofits and other eligible organizations working in areas such as education, health and human services, the environment, youth development, and animal welfare, primarily across 13 counties in North and South Carolina. Its 2024 grants had a median of $25,000, though amounts varied widely; most grants are donor-recommended and have no application process, while some competitive programs accept applications under program-specific rules.
Assets
$3.9B
Grants
1,605
Total Given
$609.1M
Dogwood Health Trust
Asheville, NC
Dogwood Health Trust funds organizations working to improve health and wellbeing through housing, education, economic opportunity, and health and wellness in Western North Carolina’s 18 counties and the Qualla Boundary. Its 2024 grants ranged from $2,000 to $21 million, with a median of $37,500; amounts vary by opportunity.
Assets
$2.0B
Grants
835
Total Given
$148.2M
The Winston-Salem Foundation
Winston-Salem, NC
The Winston-Salem Foundation funds nonprofits and community groups serving Forsyth County, North Carolina, across areas including education, housing, health, arts, community development, and human services. Its 2024 grants had a median of $25,000; specific programs offer up to $2,000 for small grants, $30,000 for civic engagement and inclusion, and $15,000 through The Women’s Fund. It accepts applications through its grants portal for listed programs, subject to their requirements and deadlines.
Assets
$630.1M
Grants
823
Total Given
$90.4M
The Community Foundation of Western North Carolina Inc
Asheville, NC
The Community Foundation of Western North Carolina funds nonprofits and public agencies working in cultural resources, education, human services and natural resources, with some programs also accepting faith communities. Grants serve 18 Western North Carolina counties and the Qualla Boundary; the median 2025 grant was $25,000, and the Human Services and Education program offers up to $25,000. Application access and deadlines vary by program; the profile does not state whether unsolicited requests are accepted.
Assets
$481.0M
Grants
793
Total Given
$59.4M
Food Bank of Central & Eastern NC Inc
Raleigh, NC
Assets
$106.4M
Grants
784
Total Given
$190.0M
The Leon Levine Foundation
Charlotte, NC
The Leon Levine Foundation funds healthcare, human services, education, and Jewish community work, primarily benefiting people in North and South Carolina. Its 2025 grants ranged from $10,000 to $2.1 million, with a median of $60,000. It accepts unsolicited requests through an eligibility quiz and portal, starting with a letter of inquiry.
Assets
$1.9B
Grants
522
Total Given
$57.9M
More Funders in North Carolina
Bertsch Family Charitable Foundation Inc down — hundreds of funders to go?