2025-08-13T15:53:12-05:00 2024-12-31 562112334 PAUL SCHEIBLE CPA PLLC 3400 CROASDAILE DRIVE SUITE 203 DURHAM NC 277056815 990PF 2024-01-01 352057621 BERTSCH FAMILY CHARITABLE FOUNDATION INC BERT 9199672580 PO BOX 3380 CHAPEL HILL NC 27514 DIANNE BERTSCH PRESIDENT 9199672580 2025-08-13 1 0 PAUL SCHEIBLE P00040870 9193822507 X 2024 2025-03-06 01:10:19Z X 9742004 X X 126119 126119 126119 98321 98321 98321 722344 1333289 722344 946784 946784 224440 0 0 0 0 724 724 724 0 6650 6650 6650 0 364 364 364 0 17991 17991 0 0 60798 60798 60798 0 86527 86527 68536 0 517500 517500 604027 86527 68536 517500 342757 860257 155904 120692 178566 178566 88985 8227 8227 1532002 1522023 4624409 4158895 4480649 4247128 314947 368813 683674 6215521 6558278 9742004 0 0 X 5236765 5236765 0 0 978756 1321513 6215521 6558278 6215521 6558278 6215521 342757 0 6558278 0 6558278 CAPITAL GAIN SCHEDULE P 100000 98648 1352 1352 CAPITAL GAIN SCHEDULE P 1233289 512297 720992 720992 722344 1352 11958 0 11958 0 11958 11880 0 0 0 11880 0 78 0 0 0 0 0 0 0 0 0 0 0 1 IN 1 0 0 0 0 0 N/A DIANNE BERTSCH 9199672580 PO BOX 3380 CHAPEL HILL NC 27514 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DIANNE BERTSCH PO BOX 3380 CHAPEL HILL NC 27514 PRESIDENT 0.00 0 0 0 JORDAN SHAMP 6506 MOINEAR LANE CHAPEL HILL NC 27514 VICE PRESIDENT, SECRETARY 0.00 0 0 0 NONE 0 NONE 0 0 0 9160550 0 9160550 0 0 9160550 137408 9023142 451157 451157 11958 11958 439199 0 439199 0 439199 517500 0 517500 439199 0 0 39507 57379 84119 30939 41520 253464 517500 0 0 0 439199 78301 0 0 331765 0 0 0 0 0 0 39507 292258 57379 84119 30939 41520 78301 DIANNE BERTSCH PO BOX 3380 CHAPEL HILL NC 27514 9199672580 WRITTEN 9/30 LIMITED TO EDUCATIONAL AND CHILDREN'S NEEDS WHICH SERVE THE RALEIGH/DURHAM/CHAPEL HILL NORTH CAROLINA OR WARSAW INDIANA AREAS. 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COMMUNITY OUTREACH 5000 BOYS & GIRLS CLUBS OF DURHAM AND ORANGE COUNTIES 1010 MLK JR BLVD SUITE 300 DURHAM NC 27713 501(C)(3) COMMUNITY OUTREACH 6000 BRIDGE II SPORTS 3729 MURPHY SCHOOL RD DURHAM NC 27705 501(C)(3) COMMUITY OUTREACH FOR PHYSICALLY DISABLED 6000 CARDINAL SERVICES INC 504 N BAY DR WARSAW IN 46582 501(C)(3) COMMUNITY OUTREACH 6000 CARING HOUSE 2625 PICKETT ROAD DURHAM NC 27705 501(C)(3) COMMUNITY OUTREACH FOR CANCER PATIENTS 6000 CAROLINA FRIENDS SCHOOL 4809 FRIENDS SCHOOL ROAD DURHAM NC 27705 501(C)(3) EDUCATIONAL 6000 CAROLINA TIGER RESCUE 1940 HANKS CHAPEL RD PITTSBORO NC 27312 501(C)(3) WILDLIFE SANCTUARY FOR SAVING AND PROTECTING WILD CATS 6000 CASA OF KOSCIUSKO COUNTY 121 N LAKE ST WARSAW IN 46580 501(C)(3) CHILDRENS WELFARE 6000 CENTER FOR CHILD AND FAMILY HEALTH 1121 WEST CHAPEL HILL ST DURHAM NC 27701 501(C)(3) COMMUNITY OUTREACH 6000 CHAPEL HILL PUBLIC LIBRARY FOUNDATION 100 LIBRARY DR CHAPEL HILL NC 27514 501(C)(3) EDUCATIONAL 6000 CHARLES HOUSE ASSOCIATION 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501(C)(3) COMMUNITY OUTREACH TO YOUTH 6000 HOPE RENOVATIONS 3 BOLIN HEIGHTS CHAPEL HILL NC 27514 501(C)(3) COMMUNITY OUTREACH TO WOMEN 6000 INTER FAITH COUNCIL 110 W MAIN ST CARRBORO NC 27510 501(C)(3) COMMUNITY OUTREACH FOR HOMELESS SHELTER 12000 INTERFAITH FOOD SHUTTLE 1001 BLAIR DRIVE RALEIGH NC 27603 501(C)(3) COMMUNITY OUTREACH 6000 JOE'S KIDS INC 1692 W LAKE ST WARSAW IN 46580 501(C)(3) COMMUNITY OUTREACH 6000 JOSH'S HOPE FOUNDATION INC 40 TERRY BROOK LN HILLSBOROUGH NC 27278 501(C)(3) COMMUNITY OUTREACH 20000 JUBILEE HOME 404 E UMSTEAD ST DURHAM NC 27707 501(C)(3) COMMUNITY OUTREACH 6000 K21 HEALTH FOUNDATION 1101 PARK AVENUE WINONA LAKE IN 46590 501(C)(3) COMMUNITY OUTREACH 6000 KEHILLAH SYNAGOGUE 1200 MASON FARM RD CHAPEL HILL NC 27514 501(C)(3) COMMUNITY OUTREACH 6000 KIDZNOTES PO BOX 200 DURHAM NC 27702 501(C)(3) COMMUNITY OUTREACH 6000 KOSCIUSKO COMMUNITY SENIOR SERVICES 800 N PARK AVE WARSAW IN 46580 501(C)(3) COMMUNITY OUTREACH 6000 KOSCIUSKO COUNTY COMMUNITY FOUNDATION 102 E MARKET ST WARSAW IN 46580 501(C)(3) COMMUNITY OUTREACH 6000 LIFE SKILLS FOUNDATION PO BOX 51129 DURHAM NC 27717 501(C)(3) COMMUNITY OUTREACH TO TRANSITION AGE YOUTH 6000 MAUI HUMANE SOCIETY PO BOX 1047 PUUNENE HI 96784 501(C)(3) COMMUNITY OUTREACH TO ANIMALS 3000 MEALS ON WHEELS ORANGE COUNTY PO BOX 2102 CHAPEL HILL NC 27515 501(C)(3) COMMUNITY OUTREACH 6000 NC ARTS IN ACTION PO BOX 51277 DURHAM NC 27717 501(C)(3) COMMUNITY OUTREACH FOR CHILDREN 6000 NC MUSEUM OF LIFE AND SCIENCE 433 W MURRAY AVENUE DURHAM NC 27704 501(C)(3) COMMUNITY OUTREACH TO HELP EXPERIENCE SCIENCE AND NATURE 6000 NC READING SERVICE 211-103 E SIX FORKS RD RALEIGH NC 27609 501(C)(3) COMMUNITY OUTREACH TO THE BLIND 6000 NORTH CAROLINA SYMPHONY 3700 GLENWOOD AVE RALEIGH NC 27612 501(C)(3) COMMUNITY OUTREACH 6000 NOTE IN THE POCKET 9650 STRICKLAND RD RALEIGH NC 27616 501(C)(3) COMMUNITY OUTREACH OT CHILDREN 6000 OPERATION READ INC PO BOX 796 WARSAW IN 46581 501(C)(3) COMMUNITY OUTREACH FOR EDUCATION 6000 ORANGE 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BARTLETT TN 38133 501(C)(3) COMMUNITY OUTREACH TO YOUTH 6000 517500 0 14 126119 14 98321 722344 0 224440 722344 946784 8 N/A 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 6650 6650 6650 0 CORPORATE BONDS 4480649 4247128 CORPORATE STOCK 1522023 4624409 MUTUAL FUNDS AT COST 269113 583457 CD AT COST 99700 100217 LEGAL 724 724 724 0 INVESTMENT FEES 60798 60798 60798 0 POST OFFICE BOX 364 364 364 0 EXCISE TAX ON NET INVESTMENT INCOME 17991 17991 0 0