Funder DirectoryBERTSCH FAMILY CHARITABLE FOUNDATION INC
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Private foundation (trust)EIN 352057621Est. 1998-09

BERTSCH FAMILY CHARITABLE FOUNDATION INC

CHAPEL HILL, NC 27514

Accepts unsolicited proposals

Total Assets

$9.7M

FY 2024

Annual Giving

$518K

FY 2024

Grants Made

80

FY 2024

Avg Grant

$6K

FY 2024

Grant Range

$3K–$26K

Typical

Deadlines

9/30

Applications

Financial Snapshot

2024 filing

Total Revenue

$947K

Total Expenses

$604K

Qualifying Distributions

$518K

Distributable Amount

$439K

Min. Investment Return

$451K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

80 grants

Grant sizes from minimum $3K through median $6K to maximum $26K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2020 to 2024. Peak $518K in 2024. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

366 grants

JOSH'S HOPE FOUNDATION INC
$92K
5 grants
TRIANGLE LAND CONSERVANCY
$56K
5 grants
REFUGEE SUPPORT CENTER
$54K
5 grants
UNITED CHURCH OF CHAPEL HILL
$53K
5 grants
INTER FAITH COUNCIL
$48K
5 grants
CAROLINA FRIENDS SCHOOL
$39K
5 grants
APPALACHIAN STATE UNIVERSITY
$38K
5 grants
BEAMAN HOME
$36K
5 grants

Grant Size Distribution

366 grants

<$10K
337
grants
$10–50K
29
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

7 states

North Carolina
$1.9M
76% of total
Indiana
$534K
22% of total
Virginia
$16K
1% of total
Massachusetts
$8K
0% of total
Tennessee
$6K
0% of total
Nevada
$6K
0% of total
Hawaii
$3K
0% of total

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BERTSCH FAMILY CHARITABLE FOUNDATION INC — Grants, Financials & Contact | Grantivo