Nonprofit · EIN 38-2772589
JOHN W AND MARGARET G BERTSCH CHARITABLE FOUNDATION
Tax-exempt · GRAND RAPIDS, MI 49506
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $154,299 | $66,500 | $87,799 | $2,351,962 | $0 | $2,351,962 |
| December 31, 2023 | 990-PF | $90,404 | $90,000 | $404 | $1,380,532 | $0 | $1,380,532 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $28,511
- Interest
- $14,669
- Net gain from sales of assets
- $111,119
Expenses
- Grants and similar amounts paid
- $66,500
- Disbursements for charitable purposes
- $66,500
- Excise tax on investment income
- $2,145
Balance sheet and other
- Total assets, start of year
- $2,264,163
- Total assets, end of year
- $2,351,962
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,351,962
- Fair market value of assets
- $2,358,119
- Qualifying distributions
- $66,500
- Net investment income
- $154,299
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Bertsch 2739 Elmwood Dr SE, Grand Rapids, MI 49506 | President | 0 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Bertsch 644 Cascade Hills Hollow SE, Grand Rapids, MI 49546 | COO | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2739 ELMWOOD DR SE, GRAND RAPIDS, MI 49506-4260
- Signed the 990-PF
- John Bertsch, President
- Phone
- (616) 446-6537
- Return prepared by
- The Family Financials LLC
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 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | Check at the IRS |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 38-2772589
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1988
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,351,962
- Income (IRS master file)
- $528,008
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $154,299 | $66,500 | $2,351,962 | XML |
| 990-PF | December 2023 | $90,404 | $90,000 | $1,380,532 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 38-2772589).
Questions about JOHN W AND MARGARET G BERTSCH CHARITABLE FOUNDATION
- What is the EIN of JOHN W AND MARGARET G BERTSCH CHARITABLE FOUNDATION?
- The employer identification number (EIN) of JOHN W AND MARGARET G BERTSCH CHARITABLE FOUNDATION is 38-2772589.
- Is JOHN W AND MARGARET G BERTSCH CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to JOHN W AND MARGARET G BERTSCH CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN W AND MARGARET G BERTSCH CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN W AND MARGARET G BERTSCH CHARITABLE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOHN W AND MARGARET G BERTSCH CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JOHN W AND MARGARET G BERTSCH CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does JOHN W AND MARGARET G BERTSCH CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $154,299, expenses of $66,500 and total assets of $2,351,962 at year end.
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