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
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.
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
**
Ready to take the next step with Bertsch Family Charitable Foundation Inc?
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
Among its reported 2024 grants, the largest include Josh's Hope Foundation Inc ($20,000), Inter Faith Council ($12,000), Alamance Orange Prison Ministry ($6,000).
| Recipient | Purpose | Amount |
|---|---|---|
| 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 |
| BELOVED ASHEVILLE ASHEVILLE, NC | COMMUNITY OUTREACH | $5,000 |
| BIG BROTHERS BIG SISTERS OF NEI FORT WAYNE, IN | COMMUNITY OUTREACH | $6,000 |
| BLUE RIDGE CONSERVANCY BOONE, NC | LAND CONSERVATION | $6,000 |
| BOOK HARVEST DURHAM, NC | EDUCATIONAL | $6,000 |
| BOOMERANG BACKPACKS WARSAW FORT WAYNE, IN | COMMUNITY OUTREACH | $6,000 |
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 | — | — |
Frequently Asked Questions
What does Bertsch Family Charitable Foundation Inc fund?
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.
How do I apply for a grant from Bertsch Family Charitable Foundation Inc?
**Grant Sizes & Patterns:** • Typical grant awards range from $1,000 to $26,000 • Recent grants have included: $12,000 to Jubilee Home; $10,000 to Appalachian State University; $10,000 to United Church of Chapel Hill; $6,000 to L.I.F.E Skills Foundation; $6,000 to Operation Read; and $6,000 to Interfaith Council **Grant Distribution by Category:** • Approximately 46% of giving supports Social & Human Services • 18% supports Education • 11% supports Religion **Application Process:** Applicants m…
Where does Bertsch Family Charitable Foundation Inc make 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
What size grants does Bertsch Family Charitable Foundation Inc award?
In 2024, Bertsch Family Charitable Foundation Inc awarded 80 grants totaling $518K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is Bertsch Family Charitable Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bertsch Family Charitable Foundation Inc reported a distributable amount of $439K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Bertsch Family Charitable Foundation Inc's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
The Hillbrook Gkp Iii Foundation Inc
GREENSBORO, NC
Assets
$32K
Grants
1
Total Given
$2K
Rotary Club of Salisbury Charities
SALISBURY, NC
Assets
$39K
Grants
1
Total Given
$50K
Ihope Foundation
GREENSBORO, NC
Assets
$10K
Grants
1
Total Given
$20K
Flow Foundation Inc
WINSTONSALEM, NC
Assets
$395K
Grants
53
Total Given
$1.5M
Orange County Partnership for Young
HILLSBOROUGH, NC
Assets
$477K
Grants
18
Total Given
$2.1M
North Carolina Baptist Hospital
WINSTONSALEM, NC
Assets
$2.8B
Grants
17
Total Given
$634K
Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with Bertsch Family Charitable Foundation Inc on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Bertsch Family Charitable Foundation Inc to a real strategy.