FundersNorth Carolina

Bertsch Family Charitable Foundation Inc

Chapel Hill, NC · EIN 35-2057621. Reported 301 grants totalling $1,972,500 to 110 organizations across tax years 2021-2024. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$6,000median grant
$1,972,500granted, 2021-2024
110organizations funded
84%of grantees funded again the next year
$9,742,004assets, latest filing

Does this foundation accept applications?

Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. Bertsch Family Charitable Foundation Inc did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.

This is the foundation's own statement to the IRS, not our judgement, and it says nothing about whether they have a form, a deadline, or an appetite for new grantees. Treat it as the reason this foundation is worth your research time, not as an invitation. Many small foundations of this kind have no website and no application process -- a letter of inquiry is the normal first step.

How big are its grants?

The median grant is $6,000. Half of everything it gave fell between $6,000 and $6,000; the smallest was $1,000 and the largest $26,000. If you are asking for materially more than the top of that range, you are asking the wrong foundation.

$1,000 - $5,000
5 grants
$5,000 - $10,000
272 grants
$10,000 - $25,000
23 grants
$25,000 - $50,000
1 grant

Every organization it funded

This is the complete list from its filings, largest first. Years funded is the number of separate tax years in which the organization received money -- more than one means a real relationship rather than a one-off.

OrganizationLocationTotal receivedGrantsYears fundedLast
Josh's Hope Foundation IncHillsborough, NC$80,000442024
Triangle Land ConservancyDurham, NC$50,000442024
Refugee Support CenterCarrboro, NC$42,000442024
United Church of Chapel HillChapel Hill, NC$42,000442024
Inter Faith CouncilCarrboro, NC$36,000442024
Carolina Friends SchoolDurham, NC$33,000442024
Appalachian State UniversityBoone, NC$32,000442024
Chapel Hill Public Library FoundationChapel Hill, NC$30,000442024
Habitat for Humanity of Orange CountyChapel Hill, NC$30,000442024
Jubilee HomeDurham, NC$30,000442024
Secu Family House at UncChapel Hill, NC$28,000442024
Alamance Orange Prison MinistryChapel Hill, NC$24,000442024
Baker Youth ClubWarsaw, IN$24,000442024
Be Loud Sophie FoundationChapel Hill, NC$24,000442024
Beaman HomeWarsaw, IN$24,000442024
Big Brothers Big Sisters of NeiFort Wayne, IN$24,000442024
Blue Ridge ConservancyBlowing Rock, NC$24,000442024
Book HarvestDurham, NC$24,000442024
Boomerang Backpacks WarsawFort Wayne, IN$24,000442024
Boys & Girls Clubs of Durham and Orange CountiesDurham, NC$24,000442024
Cardinal Services IncWarsaw, IN$24,000442024
Caring HouseDurham, NC$24,000442024
Carolina Tiger RescuePittsboro, NC$24,000442024
CASA of Kosciusko CountyWarsaw, IN$24,000442024
Center for Child and Family HealthDurham, NC$24,000442024
Charles House AssociationChapel Hill, NC$24,000442024
Christmas House IncChapel Hill, NC$24,000442024
Combined Community ServicesWarsaw, IN$24,000442024
Community Empowerment FundChapel Hill, NC$24,000442024
Diaper Bank of NcDurham, NC$24,000442024
Durham Rescue MissionDurham, NC$24,000442024
Episcopal Farmworker MinistryDunn, NC$24,000442024
Food Bank of Central and Eastern NcRaleigh, NC$24,000442024
Friends of the Guardian Ad Litem ProgramHillsborough, NC$24,000442024
Haven House IncRaleigh, NC$24,000442024
Joe's Kids IncWarsaw, IN$24,000442024
K21 Health FoundationWinona Lake, IN$24,000442024
KidznotesDurham, NC$24,000442024
Kosciusko Community Senior ServicesWarsaw, IN$24,000442024
Meals on Wheels Orange CountyChapel Hill, NC$24,000442024
Nc Arts in ActionDurham, NC$24,000442024
Nc Reading ServiceRaleigh, NC$24,000442024
North Carolina SymphonyRaleigh, NC$24,000442024
Orange County Literacy CouncilCarrboro, NC$24,000442024
Orange County Rape Crisis CenterChapel Hill, NC$24,000442024
Salvation Army DurhamDurham, NC$24,000442024
Salvation Army WarsawWarsaw, IN$24,000442024
Senior Pharmassist IncDurham, NC$24,000442024
Step Up DurhamDurham, NC$24,000442024
Swing Pals IncDurham, NC$24,000442024
Table IncCarrboro, NC$24,000442024
Warsaw Community Public LibraryWarsaw, IN$24,000442024
YMCA of the TriangleChapel Hill, NC$24,000442024
Club Nova CommunityCarrboro, NC$18,000332023
Compass Center for WomenChapel Hill, NC$18,000332023
Kosciusko County Community FoundationWarsaw, IN$18,000332024
Kosciusko Home Care & HospiceWarsaw, IN$18,000332023
Life Skills FoundationDurham, NC$18,000332024
Reach Out and ReadMatthews, NC$18,000332024
Unc Health FoundationChapel Hill, NC$18,000332024
White's RedidentialWabash, IN$18,000332023
Cure Jm FoundationLeesburg, VA$16,000222024
Bridge II SportsDurham, NC$12,000222024
Dr Charles Vander Horst Water Safety InitiativeDurham, NC$12,000222024
Freedom House Recovery CenterChapel Hill, NC$12,000222022
Hope RenovationsChapel Hill, NC$12,000222024
Koscinsko County Community FoundationWarsaw, IN$12,000112021
Kosciusko Literacy ServicesWarsaw, IN$12,000222022
Lincoln Community Health CenterDurham, NC$12,000222022
Museum of Life and ScienceDurham, NC$12,000222022
Nc Museum of Life and ScienceDurham, NC$12,000222024
Nc Therapeutic Riding Center IncMebane, NC$12,000222022
Operation Read IncWarsaw, IN$12,000222024
Ronald Mcdonald House of Chapel HillChapel Hill, NC$12,000222022
Ronald Mcdonald House of TriangleDurham, NC$12,000222024
Volunteers for YouthCarrboro, NC$12,000222022
Youth Villages IncDurham, NC$12,000222023
Cws Immigrant FundDurham, NC$10,000112021
Reach Out and ReadBoston, MA$8,000112021
Better Blood ProjectDurham, NC$6,000112023
Childrens Flight of HopeRaleigh, NC$6,000112024
Church World Service IncElkhart, IN$6,000112023
Cure Jm FoundationWarsaw, IN$6,000112021
Dispute Settlement CenterCarrboro, NC$6,000112021
Early Childhood AllianceFt Wayne, IN$6,000112024
El Centro Hispano IncDurham, NC$6,000112021
Eyes Ears Nose & PawsHillsborough, NC$6,000112024
Eyes Ears Nose and PawsChapel Hill, NC$6,000112021
Family Promise of the TriangleRaleigh, NC$6,000112024
Family Reading PartnersChapel Hill, NC$6,000112024
Family Services FoundationWinston Salem, NC$6,000112024
Interfaith Food ShuttleRaleigh, NC$6,000112024
Interfaith Prison Ministry for WomenRaleigh, NC$6,000112022
Kehillah SynagogueChapel Hill, NC$6,000112024
Miracle FlightsLas Vegas, NV$6,000112022
Note in the PocketRaleigh, NC$6,000112024
Our Fathers PantryWarsaw, IN$6,000112024
Reentry House Plus IncHillsborough, NC$6,000112021
Schoolhouse of WonderDurham, NC$6,000112021
Stillwater HospiceFort Wayne, IN$6,000112024
The Arts CenterCarrboro, NC$6,000112022
Unc Lineberger Cancer CenterChapel Hill, NC$6,000112021
WHEELS4HOPECary, NC$6,000112022
Youth Villages FoundaitonBartlett, TN$6,000112024
Beloved AshevilleAsheville, NC$5,000112024
Boone Area Chamber of CommerceBoone, NC$5,000112024
Science CentralFort Wayne, IN$5,000222024
Hubzone Technology InitiativeHenderson, NC$4,500112021
Maui Humane SocietyPuunene, HI$3,000112024
Warsaw Community SchoolsWarsaw, IN$1,000112022

77 of 110 (70%) received money in more than one year over the 4 years we hold.

Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 84%, across 3 year-to-year transitions. The median foundation retains about 67%, so this one is unusually consistent. A high number means its list is close to settled and a newcomer has to displace someone; a low one means it is still moving money around, which is where an opening is.

What the money was for

Taken verbatim from the purpose field of its filings. This is the closest thing to a statement of what this foundation cares about, in its own words.

What kind of organizations it funds

By the recipient's own IRS classification, for the 160 grants where we could identify the organization. These are assigned categories, not our guesses.

Human Services
29 grants
Health Care
22 grants
Education
14 grants
Arts & Culture
14 grants
Youth Development
13 grants
Mental Health
13 grants
Crime & Legal
9 grants
Environment
9 grants

Giving by year

Tax yearGrantsTotalMedian grant
202177$517,000$6,000
202274$486,000$6,000
202370$452,000$6,000
202480$517,500$6,000

Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.

Where its money goes

Foundations concentrate geographically far more than their mission statements suggest. 77% of this one's giving went to organizations in North Carolina. If you are outside its footprint, that matters more than how well your programme fits.

North Carolina
$1.5M
Indiana
$414K
Virginia
$16K
Massachusetts
$8K
Tennessee
$6K
Nevada
$6K
Hawaii
$3K

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Funders that support the same organizations

These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are the strongest available signal that two funders have overlapping priorities, and a funder already backing your peers is a far warmer prospect than one that merely lists your cause.

Fidelity Investments Charitable Gift Fund56 shared recipientsTriangle Community Foundation Inc46 shared recipientsDonor Advised Charitable Giving Inc46 shared recipientsAmerican Online Giving Foundation Inc40 shared recipientsDuke Energy Foundation32 shared recipientsVanguard Charitable Endowment Program28 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $6,000. Asking for ten times that is the most common way small organizations waste a submission.
  2. Check you are in its geography. Its giving is concentrated in North Carolina.
  3. Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
  4. Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.

Related guides

Foundations funding education in North CarolinaEvery funder in this group, ranked

Where these numbers come from

Everything above is taken from Bertsch Family Charitable Foundation Inc's own Form 990-PF filings, which the IRS publishes in bulk. We used 4 returns (tax years 2021-2024). Nothing here is scraped, inferred, or estimated.

Address of record on the latest return: Po Box 3380, Chapel Hill, NC, 27514. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.

EIN 35-2057621 · See the original filings on ProPublica · How we build this

This is history, not an open call. Foundation returns are published about a year after the tax year ends. Nothing on this page is a deadline. It is a record of who this foundation has actually funded, which is the best available predictor of who it will fund next -- and a much better basis for deciding whether to write to them than a mission statement.

Is something here wrong about your foundation? Email hello@funderscope.com and we will correct it.