Skip to content

· Private foundation

Bertsch Family Charitable Foundation Inc

Its FY2024 filing reports that it accepted unsolicited grant applications.

$518k
Granted FY2024still arriving
80
Grants FY2024still arriving
5
States reached
$26k
Largest
01What it funds
01100% 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
02FY2024 · 80 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k76 grants · $448k
  • $10k–50k4 grants · $70k
$6,000
Median grant
5
States reached
$6.6M
Total assets
Largest grants
RecipientAmount
TRIANGLE LAND CONSERVANCY$26,000
JOSH'S HOPE FOUNDATION INC$20,000
REFUGEE SUPPORT CENTER$12,000
INTER FAITH COUNCIL$12,000
NOTE IN THE POCKET$6,000
CAROLINA FRIENDS SCHOOL$6,000
SALVATION ARMY WARSAW$6,000
Individual grant recipient$6,000
BEAMAN HOME$6,000
JOE'S KIDS INC$6,000
DR CHARLES VANDER HORST WATER SAFETY INITIATIVE$6,000
FAMILY SERVICES FOUNDATION$6,000
FAMILY PROMISE OF THE TRIANGLE$6,000
K21 HEALTH FOUNDATION$6,000
NORTH CAROLINA SYMPHONY$6,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY20–24, $318k) land where the poverty rate runs at 12%, against an area that typically sits at 11%. 94% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%YOUTH VILLAGES FOUNDAITON: $6k → 17%COMBINED COMMUNITY SERVICES: $6k → 11%COMBINED COMMUNITY SERVICES: $6k → 11%REENTRY HOUSE PLUS INC: $6k → 13%COMBINED COMMUNITY SERVICES: $6k → 11%COMBINED COMMUNITY SERVICES: $6k → 11%INTERFAITH FOOD SHUTTLE: $6k → 8%COMBINED COMMUNITY SERVICES: $6k → 11%YOUTH VILLAGES INC: $6k → 11%BEAMAN HOME: $12k → 11%YOUTH VILLAGES INC: $6k → 11%REFUGEE SUPPORT CENTER: $12k → 13%BEAMAN HOME: $6k → 11%EARLY CHILDHOOD ALLIANCE: $6k → 12%BEAMAN HOME: $6k → 11%WHEELS4HOPE: $6k → 8%TABLE INC: $12k → 13%REFUGEE SUPPORT CENTER: $12k → 13%REFUGEE SUPPORT CENTER: $12k → 13%REFUGEE SUPPORT CENTER: $12k → 13%TABLE INC: $6k → 13%STEP UP DURHAM: $6k → 11%TABLE INC: $6k → 13%TABLE INC: $6k → 13%NOTE IN THE POCKET: $6k → 8%TABLE INC: $6k → 13%STEP UP DURHAM: $6k → 11%STEP UP DURHAM: $6k → 11%STEP UP DURHAM: $6k → 11%STEP UP DURHAM: $6k → 11%BEAMAN HOME: $6k → 11%REFUGEE SUPPORT CENTER: $6k → 13%BEAMAN HOME: $6k → 11%JUBILEE HOME: $6k → 11%YMCA OF THE TRIANGLE: $12k → 13%JUBILEE HOME: $6k → 11%JUBILEE HOME: $6k → 11%CHARLES HOUSE ASSOCIATION: $6k → 13%CHARLES HOUSE ASSOCIATION: $6k → 13%YMCA OF THE TRIANGLE: $6k → 13%FAMILY READING PARTNERS: $6k → 13%YMCA OF THE TRIANGLE: $6k → 13%CHARLES HOUSE ASSOCIATION: $6k → 13%YMCA OF THE TRIANGLE: $6k → 13%CHARLES HOUSE ASSOCIATION: $6k → 13%YMCA OF THE TRIANGLE: $6k → 13%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

93%of every dollar goes to organizations it has funded before.
$2.2M · 79 repeat orgs$169k to everyone else

79 repeat relationships: 65 still active in FY2024, 14 since wound down; 14 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

79
15

Total granted

$2.2M
$90k

Median revenue growth · since first grant

+26%
+28%

Still filing today

70%
60%

New vs renewed · share of each year

In FY2024, 85% of grant dollars renewed an existing relationship; $79k went to new ones.

50%100%’20’21’22’23’24
RenewedFirst-time

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

’20’21’22’23’24
Human ServicesHealthArts & CultureYouth DevelopmentCrime & LegalEducationOther
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.

Backed again, and grew

  • JH
    JOSH'S HOPE FOUNDATION INC
    5× · 2020–2024 · $92k · revenue +13%
  • TRIANGLE LAND CONSERVANCY INC
    5× · 2020–2024 · $56k · revenue +392%
  • RS
    REFUGEE SUPPORT CENTER
    5× · 2020–2024 · $54k · revenue +56%

Funded once

  • CI
    CWS IMMIGRANT FUND
    one grant, 2021 · $10k
  • REACH OUT AND READ INCgraduated
    one grant, 2021 · $8k · revenue +71%
  • AC
    ARTS CENTERgraduated
    one grant, 2022 · $6k · revenue +28%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Children's Home Society of North Carolina Inc

The Children's Home Society of North Carolina's mission is to promote the right of every child to a permanent, safe, and loving family.

Human Services
2
Carolina Family Health Centers Inc

Carolina Family Health Centers, Inc. provides accessible and affordable health care with excellence...where patients come FIRST

—
3
Secu Family House At Unc Hospitals

Secu family house at unc hospitals provides an affordable, safe, nurturing home away from home for seriously ill patients, their family members, and caregivers from throughout north carolina and beyond.

Health
4
Carolina Community Care Inc

The mission of hospice & community care is to give hope, comfort, and compassion to those that need it most. hospice & community care is a nonprofit healthcare organization providing hospice and palliative care to residents of york,…

—
5
NourishNC Inc

NourishNC, Inc.'s goal is to provide healthy food to hungry children, empowering them to succeed in the classroom and in their community

Food & Nutrition
6
Church of God Children's Home of North Carolina Inc

To provide a positive and safe living environment for hurting, abused, neglected and at-risk children placed privately and by the north carolina department of social services

Human Services
7
Charlotte Family Housing

The mission of Charlotte Family Housing is to empower working families experiencing homelessness to achieve long-term self-sufficiency through shelter, housing, supportive services, and advocacy.

Human Services
8
Homes of Hope Inc

Provied temporary and emergency and low income housing and secured shelter.

Housing & Shelter
9
Baptist Children's Homes of North Carolina Incorporated

Baptist children's homes of north carolina (bch) is a nonprofit organization that reaches out to children and families in crisis. the agency's mission statement is "sharing hope...changing lives."

Religion
10
Changed Choices Inc

To provide counseling, personal development programs, basic physical needs, transitional assistance, and family support to assure rehabilitation and post-release transition of incarcerated women who have committed to making positive,…

Crime & Legal
11
South Carolina Network of Children's Advocacy Centers

Empowering south carolina communities and children's advocacy centers to deliver a best practice response to child abuse

Youth Development
12
Raleigh County Community Action Association Inc

Raleigh county community action association, inc. empowers individuals and families to reach their highest levels of social and economical self-sufficiency, while identifying and eliminating causes of poverty. rccaa provides direct…

Human Services
How this is measured
The grantee most central to the portfolio’s shape is El Centro Hispano Inc; the most unlike its peers is Science Central Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

76 grantees tracked through their own filings, 2017–2026.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, not grant rows in a single year, so this will not match the grant count on the cover. 76 of the 109 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
16
Early backer (in before they grew)
75/76
Grantees still filing
53/76
Grew since first funded

Where the money sits, by cause and then by grantee

UNITED CHURCH OF CHAPEL HILL: $53,000 · OtherINTER-FAITH COUNCIL FOR SOCIAL SERVICE INC: $48,000 · Other+63 more: $1,273,500 · Other+63 moreREFUGEE SUPPORT CENTER: $54,000 · Human ServicesREFUGEE SUPPORT…KOSCIUSKO COUNTY SHELTER FOR ABUSE INC: $36,000 · Human ServicesKOSCIUSKO COUNT…JUBILEE HOME: $36,000 · Human ServicesJUBILEE HOMETABLE MINISTRIES INC: $36,000 · Human ServicesTABLE MINISTRIE…The Young Men's Christian Association of the Triangle Area Inc (4598): $36,000 · Human ServicesThe Young Men's…STEPUP DURHAM: $30,000 · Human ServicesSTEPUP DURHAMCOMBINED COMMUNITY SERVICES: $30,000 · Human ServicesCOMBINED COMMUN…CHARLES HOUSE ASSOCIATION: $24,000 · Human ServicesCHARLES HOUSE A…YOUTH VILLAGES INC: $12,000 · Human Services+7 more: $42,000 · Human Services+7 moreJOSH'S HOPE FOUNDATION INC: $92,000 · HealthJOSH'S HOPE FO…SENIOR PHARMASSIST INC: $30,000 · HealthSENIOR PHARMAS…ORANGE COUNTY RAPE CRISIS CENTER: $30,000 · HealthORANGE COUNTY …Joe's Kids Inc: $30,000 · HealthJoe's Kids IncCLUB NOVA COMMUNITY INC: $24,000 · HealthCLUB NOVA COMM…CARING HOUSE INC: $24,000 · HealthCARING HOUSE I…KOSCIUSKO HOME CARE AND HOSPICE INC: $24,000 · HealthKOSCIUSKO HOME…HAVEN HOUSE INC: $24,000 · HealthHAVEN HOUSE IN…LINCOLN COMMUNITY HEALTH CENTER INC: $18,000 · HealthLINCOLN COMMUN…CURE JM FOUNDATION: $16,000 · Health+1 more: $6,000 · HealthBE LOUD SOPHIE FOUNDATION: $30,000 · Youth DevelopmentSWINGPALS INC: $30,000 · Youth DevelopmentBAKER YOUTH CLUB: $30,000 · Youth DevelopmentLIFE Skills Foundation: $24,000 · Youth DevelopmentVolunteers for Youth Inc: $12,000 · Youth DevelopmentKIDZNOTES INC: $30,000 · Arts & CultureNORTH CAROLINA SYMPHONY SOCIETY INC: $30,000 · Arts & CultureNORTH CAROLINA ARTS IN ACTION INC: $30,000 · Arts & CultureARTS CENTER: $6,000 · Arts & CultureSCIENCE CENTRAL INC: $5,000 · Arts & CultureTRIANGLE LAND CONSERVANCY INC: $56,000 · EnvironmentBLUE RIDGE CONSERVANCY: $30,000 · EnvironmentSchoolhouse of Wonder: $6,000 · EnvironmentOPERATION READ INC: $30,000 · EducationBOOK HARVEST: $30,000 · EducationUNC HEALTH FOUNDATION INC: $18,000 · EducationREACH OUT AND READ INC: $8,000 · Education
Other$1,374,500Human Services$336,000Health$318,000Youth Development$126,000Arts & Culture$101,000Environment$92,000Education$86,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

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 budgetKOSCIUSKO COUNTY COMMUNITY FOUNDATION INC: $42,000 over 5y, 0.2% 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 budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds JOSH'S HOPE FOUNDATION INC ↗
  • Who funds TRIANGLE LAND CONSERVANCY INC ↗
  • Who funds REFUGEE SUPPORT CENTER ↗
  • Who funds INTER-FAITH COUNCIL FOR SOCIAL SERVICE INC ↗
  • Who funds KOSCIUSKO COUNTY COMMUNITY FOUNDATION INC ↗
  • Who funds CAROLINA FRIENDS SCHOOL ↗
  • Who funds KOSCIUSKO COUNTY SHELTER FOR ABUSE INC ↗
  • Who funds RESCUE MISSIONS MINISTRIES INC ↗
  • Who funds JUBILEE HOME ↗
  • Who funds FOOD BANK OF CENTRAL & EASTERN NC INC ↗
  • Who funds THE CHAPEL HILL PUBLIC LIBRARY FOUNDATION ↗
  • Who funds TABLE MINISTRIES INC ↗
  • Who funds The Young Men's Christian Association of the Triangle Area Inc (4598) ↗
  • Who funds MEALS ON WHEELS ORANGE COUNTY NC ↗
  • Who funds Center for Child and Family Health Inc ↗
  • Who funds OPERATION READ INC ↗
  • Who funds ALAMANCE ORANGE PRISON MINISTRY ↗
  • Who funds STEPUP DURHAM ↗
  • Who funds BLUE RIDGE CONSERVANCY ↗
  • Who funds Habitat for Humanity Orange County NC Inc ↗
  • Who funds KIDZNOTES INC ↗
  • Who funds SENIOR PHARMASSIST INC ↗
  • Who funds CASA OF KOSCIUSKO COUNTY INC ↗
  • Who funds NORTH CAROLINA SYMPHONY SOCIETY INC ↗
  • Who funds Christmas House Inc ↗
  • Who funds BE LOUD SOPHIE FOUNDATION ↗
  • Who funds SWINGPALS INC ↗
  • Who funds ORANGE COUNTY LITERACY COUNCIL INC ↗
  • Who funds COMBINED COMMUNITY SERVICES ↗

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.

How much its grantees rely on government

Each dot is one organization Bertsch Family Charitable Foundation Inc funds: left to right is the share of its income from government, bottom to top the share from Bertsch Family Charitable Foundation Inc. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%5%11%20%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 9%
  • Reach Out and Read Inc: 9% of income from government
no gov moneyreceives it· size = income
0get no government money at all
29report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
05Through Plinth

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.

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

Play a game based on Bertsch Family’s filings →

More from the funding graph