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North Carolina · Private foundation

Bertsch Family Charitable Foundation Inc

Its FY2024 filing reports that it accepted unsolicited grant applications.

$518k
Granted FY2024(still arriving)
80
Grants FY2024
69
Organizations funded FY2023
10%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$6,000
Largest grant, FY2024
$26,000
Organizations funded a year
64 to 76
FY2020 to FY2023
States reached, FY2024
5
Total assets, FY2024
$6.6M
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 10% of the organizations Bertsch Family Charitable Foundation Inc funded were first-time grantees, receiving 10% of its grant dollars.

New vs renewed · share of each year

In FY2023, 90% of grant dollars renewed an existing relationship; $46k went to new ones.

50%100%’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’21’22’23
Human ServicesHealthEducationRecreation & SportsArts & CultureCommunity ImprovementOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving79$512k18%
FY202369$446k10%
FY202273$480k10%
FY202176$505k21%
FY202064$449kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.

Human Services$442kHealth$432kEducation$342kYouth Development$240kCrime & Legal$144kFood & Nutrition$144kHousing & Shelter$137kArts & Culture$102kOther$0

Top grantees

Largest recipients by total granted, FY2020 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Josh's Hope Foundation Inc$92,000515%
Triangle Land Conservancy Inc$56,00050%
Refugee Support Center$54,00059%
United Church of Chapel Hill$53,0005n/a
Inter-Faith Council for Social Service Inc$48,00050%
Carolina Friends School$39,00050%
Kosciusko County Shelter for Abuse Inc$36,00051%
Rescue Missions Ministries Inc$36,00050%
Jubilee Home$36,00052%
Food Bank of Central & Eastern Nc Inc$36,00050%
Show all 78 grantees
All grantees of Bertsch Family Charitable Foundation Inc by total granted
GranteeTotal grantedYearsShare of their budget
Josh's Hope Foundation Inc$92,000515%
Triangle Land Conservancy Inc$56,00050%
Refugee Support Center$54,00059%
United Church of Chapel Hill$53,0005n/a
Inter-Faith Council for Social Service Inc$48,00050%
Carolina Friends School$39,00050%
Kosciusko County Shelter for Abuse Inc$36,00051%
Rescue Missions Ministries Inc$36,00050%
Jubilee Home$36,00052%
Food Bank of Central & Eastern Nc Inc$36,00050%
The Chapel Hill Public Library Foundation$36,000514%
Table Ministries Inc$36,00051%
The Young Men's Christian Association of the Triangle Area Inc (4598)$36,00050%
Meals on Wheels Orange County Nc$36,00051%
Center for Child and Family Health Inc$30,00050%
Operation Read Inc$30,00057%
Alamance Orange Prison Ministry$30,000510%
Stepup Durham$30,00051%
Blue Ridge Conservancy$30,00050%
Habitat for Humanity Orange County NC Inc$30,00040%
Kidznotes Inc$30,00051%
Senior Pharmassist Inc$30,00051%
Casa of Kosciusko County Inc$30,00052%
North Carolina Symphony Society Inc$30,00050%
Christmas House Inc$30,000512%
The Salvation Army$30,0005n/a
Be Loud Sophie Foundation$30,00053%
Swingpals Inc$30,00053%
Orange County Literacy Council Inc$30,00052%
Combined Community Services$30,00051%
Book Harvest$30,00050%
North Carolina Arts in Action Inc$30,00051%
Carolina Tiger Rescue$30,00050%
Orange County Rape Crisis Center$30,00051%
Baker Youth Club$30,00051%
Joe's Kids Inc$30,00051%
Boys & Girls Clubs of Durham and Orange Counties$30,00051%
Club Nova Community Inc$24,00041%
Caring House Inc$24,00040%
Kosciusko Home Care and Hospice Inc$24,00041%
Charles House Association$24,00040%
Haven House Inc$24,00040%
The Community Empowerment Fund$24,00041%
LIFE Skills Foundation$24,00042%
Unc Health Foundation Inc$18,00030%
Ronald McDonald House of Chapel Hill Inc$18,00030%
Lincoln Community Health Center Inc$18,00030%
Cure Jm Foundation$16,00020%
Bridge II Sports Inc$12,00021%
El Centro Hispano Inc$12,00020%
Dispute Settlement Center Inc$12,00021%
Freedom House Recovery Center Inc$12,00020%
Dr Charles Van Der Horst Water Safety Initiative$12,00025%
Volunteers for Youth Inc$12,00022%
Eyes Ears Nose and Paws Inc$12,00022%
Youth Villages Inc$12,00020%
Hope Renovations Spencer$12,00022%
Reach Out and Read Inc$8,00010%
Arts Center$6,00010%
Note in the Pocket Inc$6,00010%
Arise Collective Inc$6,00010%
Church World Service Inc$6,00010%
Reentry House Plus Inc$6,00013%
Children's Flight of Hope$6,00010%
Inter-Faith Food Shuttle$6,00010%
Better Blood Project$6,0001n/a
Miracle Flights$6,00010%
Wheels4hope$6,00010%
Schoolhouse of Wonder$6,00011%
Family Reading Partners Inc$6,00015%
Family Services Foundation Inc$6,00012%
Early Childhood Alliance Inc$6,00010%
Youth Villages Foundation Inc$6,00010%
Beloved Asheville$5,00010%
Science Central Inc$5,00020%
Boone Area Chamber of Commerce$5,00011%
Hubzone Technology Initiative Inc$4,5001n/a
Maui Humane Society$3,00010%

What it could do for these grantees

Plus 30 recipients with no EIN on record ($605k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Bertsch Family Charitable Foundation Inc supplied at peak.

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetJosh's Hope Foundation Inc: $92,000 over 5y, 15% of budgetTriangle Land Conservancy Inc: $56,000 over 5y, 0.1% of budgetRefugee Support Center: $54,000 over 5y, 9.5% of budgetInter-Faith Council for Social Service Inc: $48,000 over 5y, 0.4% of budgetCarolina Friends School: $39,000 over 5y, 0.1% of budgetKosciusko County Shelter for Abuse Inc: $36,000 over 5y, 0.8% of budgetRescue Missions Ministries Inc: $36,000 over 5y, 0.1% of budgetJubilee Home: $36,000 over 5y, 2.1% of budgetFood Bank of Central & Eastern Nc Inc: $36,000 over 5y, 0.0% of budgetThe Chapel Hill Public Library Foundation: $36,000 over 5y, 14% of budgetTable Ministries Inc: $36,000 over 5y, 0.7% of budgetThe Young Men's Christian Association of the Triangle Area Inc (4598): $36,000 over 5y, 0.0% of budgetMeals on Wheels Orange County Nc: $36,000 over 5y, 1.2% of budgetCenter for Child and Family Health Inc: $30,000 over 5y, 0.1% of budgetOperation Read Inc: $30,000 over 5y, 7.0% of budgetAlamance Orange Prison Ministry: $30,000 over 5y, 9.5% of budgetStepup Durham: $30,000 over 5y, 1.3% of budgetBlue Ridge Conservancy: $30,000 over 5y, 0.2% of budgetHabitat for Humanity Orange County NC Inc: $30,000 over 4y, 0.1% of budgetKidznotes Inc: $30,000 over 5y, 1.0% of budgetSenior Pharmassist Inc: $30,000 over 5y, 1.0% of budgetCasa of Kosciusko County Inc: $30,000 over 5y, 1.7% of budgetNorth Carolina Symphony Society Inc: $30,000 over 5y, 0.0% of budgetChristmas House Inc: $30,000 over 5y, 12% of budgetBe Loud Sophie Foundation: $30,000 over 5y, 2.6% of budgetSwingpals Inc: $30,000 over 5y, 2.7% of budgetOrange County Literacy Council Inc: $30,000 over 5y, 2.1% of budgetCombined Community Services: $30,000 over 5y, 0.6% of budgetBook Harvest: $30,000 over 5y, 0.3% of budgetNorth Carolina Arts in Action Inc: $30,000 over 5y, 1.1% of budgetCarolina Tiger Rescue: $30,000 over 5y, 0.4% of budgetOrange County Rape Crisis Center: $30,000 over 5y, 0.6% of budgetBaker Youth Club: $30,000 over 5y, 1.0% of budgetJoe's Kids Inc: $30,000 over 5y, 0.5% of budgetBoys & Girls Clubs of Durham and Orange Counties: $30,000 over 5y, 1.1% of budgetClub Nova Community Inc: $24,000 over 4y, 0.5% of budgetCaring House Inc: $24,000 over 4y, 0.4% of budgetKosciusko Home Care and Hospice Inc: $24,000 over 4y, 0.6% of budgetCharles House Association: $24,000 over 4y, 0.4% of budgetHaven House Inc: $24,000 over 4y, 0.1% of budgetThe Community Empowerment Fund: $24,000 over 4y, 0.8% of budgetLIFE Skills Foundation: $24,000 over 4y, 1.8% of budgetUnc Health Foundation Inc: $18,000 over 3y, 0.0% of budgetRonald McDonald House of Chapel Hill Inc: $18,000 over 3y, 0.3% of budgetLincoln Community Health Center Inc: $18,000 over 3y, 0.0% of budgetCure Jm Foundation: $16,000 over 2y, 0.4% of budgetBridge II Sports Inc: $12,000 over 2y, 0.7% of budgetEl Centro Hispano Inc: $12,000 over 2y, 0.4% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 74.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Triangle Community Foundation IncNC78.6× affinity41 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Triangle Community Foundation Inc · United Way of the Greater Triangle Inc · Strowd Roses Inc · Carlson Family Foundation · Duke University · Shared Visions Foundation Inc · Duke University Health System Inc · Duke Energy Foundation · North Carolina Community Foundation · Kosciusko County Community Foundation Inc · The Cannon Foundation Inc · The Leon Levine Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Bertsch Family Charitable Foundation Inc with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Bertsch Family Charitable Foundation Inc?

Find your warmest path to Bertsch Family Charitable Foundation Inc through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Bertsch Family Charitable Foundation Inc

How much does Bertsch Family Charitable Foundation Inc give?
Bertsch Family Charitable Foundation Inc reported 80 grants totaling $517,500 in its FY2024 IRS filing. It funded between 64 and 76 organizations a year over FY2020 to FY2023.
What does Bertsch Family Charitable Foundation Inc fund?
By grant dollars over FY2020 to FY2024, its largest causes are Human Services (18%), Health (18%), Education (14%).
Who are Bertsch Family Charitable Foundation Inc's largest grantees?
By total granted over FY2020 to FY2024: Josh's Hope Foundation Inc ($92k), Triangle Land Conservancy Inc ($56k), Refugee Support Center ($54k).
Does Bertsch Family Charitable Foundation Inc fund new organizations?
In FY2023, 10% of the organizations it funded were first-time grantees.
Does Bertsch Family Charitable Foundation Inc accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as Bertsch Family Charitable Foundation Inc?
Its strongest co-funders, measured against what their size predicts, include Triangle Community Foundation Inc, United Way of the Greater Triangle Inc, Strowd Roses Inc.
Where is Bertsch Family Charitable Foundation Inc based?
Bertsch Family Charitable Foundation Inc is based in NC.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 109 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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