Nonprofit · EIN 35-2057621
BERTSCH FAMILY CHARITABLE FOUNDATION INC
Tax-exempt · CHAPEL HILL, NC 27515
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $946,784 | $604,027 | $342,757 | $6,558,278 | $0 | $6,558,278 |
| December 31, 2023 | 990-PF | $915,437 | $514,819 | $400,618 | $6,215,521 | $0 | $6,215,521 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $98,321
- Interest
- $126,119
- Net gain from sales of assets
- $722,344
Expenses
- Grants and similar amounts paid
- $517,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $517,500
- Excise tax on investment income
- $11,958
Balance sheet and other
- Total assets, start of year
- $6,215,521
- Total assets, end of year
- $6,558,278
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,558,278
- Fair market value of assets
- $9,742,004
- Qualifying distributions
- $517,500
- Net investment income
- $946,784
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DIANNE BERTSCH PO BOX 3380, CHAPEL HILL, NC 27514 | PRESIDENT | 0 | $0 |
| JORDAN SHAMP 6506 MOINEAR LANE, CHAPEL HILL, NC 27514 | VICE PRESIDENT, SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DIANNE BERTSCH 6625 CREEKWOOD DR, CHAPEL HILL, NC 27514 | PRESIDENT | 0 | $0 |
| JORDAN SHAMP 6506 MOINEAR LANE, CHAPEL HILL, NC 27514 | VICE PRESIDENT, SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 3380, CHAPEL HILL, NC 27515-3380
- Signed the 990-PF
- DIANNE BERTSCH, PRESIDENT
- Phone
- (919) 967-2580
- Return prepared by
- PAUL SCHEIBLE CPA PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 35-2057621
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $6,558,278
- Income (IRS master file)
- $1,557,729
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $946,784 | $604,027 | $6,558,278 | XML |
| 990-PF | December 2023 | $915,437 | $514,819 | $6,215,521 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-2057621).
Questions about BERTSCH FAMILY CHARITABLE FOUNDATION INC
- What is the EIN of BERTSCH FAMILY CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of BERTSCH FAMILY CHARITABLE FOUNDATION INC is 35-2057621.
- Is BERTSCH FAMILY CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Which annual return does BERTSCH FAMILY CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERTSCH FAMILY CHARITABLE FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERTSCH FAMILY CHARITABLE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of BERTSCH FAMILY CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does BERTSCH FAMILY CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $946,784, expenses of $604,027 and total assets of $6,558,278 at year end.
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