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Nonprofit · EIN 84-3785176

LORRAINE F BERTSCH AND FRED S BERTSCH JR FOUNDATION

Tax-exempt · WHITEHALL, MI 49461

Financials

$43K$15K2023$23K$23K2024$71K$25K2025
Revenue Expenses · by fiscal year end
Financials of LORRAINE F BERTSCH AND FRED S BERTSCH JR FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$70,581$24,759$45,822$226,757$0$226,757
December 31, 2024990-PF$23,437$22,913$524$157,938$0$157,938
December 31, 2023990-PF$43,130$15,337$27,793$142,926$0$142,926
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$62,559
Dividends
$2,512
Interest
$220
Net gain from sales of assets
$5,290

Expenses

Grants and similar amounts paid
$22,000
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Disbursements for charitable purposes
$22,000
Excise tax on investment income
$112

Balance sheet and other

Total assets, start of year
$205,053
Total assets, end of year
$226,757
Total liabilities, end of year
$0
Net assets, end of year
$226,757
Fair market value of assets
$226,757
Qualifying distributions
$67,193
Net investment income
$8,022

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.

NameTitleHours / weekCompensation
DR Mary Jo Bertsch
1514 Green Springs Road, New Bern, NC 28560
Chairman1$0
Fred S Bertsch III
4347 Nizza Court, Venice, FL 34293
Treasurer1$0
Dr Stuart R Bertsch
1871 Wetherstone Ridge, Hebron, KY 41048
secretary1$0
James T Bertsch
10040 Silver Creek Road, Whitehall, MI 49461
Registered State Agent1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
DR Mary Jo Bertsch
1514 Green Springs Road, New Bern, NC 28560
Chairman1$0
Fred S Bertsch III
4347 Nizza Court, Venice, FL 34293
Treasurer1$0
Dr Stuart R Bertsch
1871 Wetherstone Ridge, Hebron, KY 41048
secretary1$0
James T Bertsch
10040 Silver Creek Road, Whitehall, MI 49461
Registered State Agent1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
Dr Mary Jo Bertsch MD
1514 Green Spring Road, New Bern, NC 28560
Chairman1$0
CAPT Fred S Bertsch III USNret
4347 Nizza Ct, Venice, FL 34293
Treasurer1$0
Dr Stuart R Bertsch MD
1871 Wetherstone Ridge, Hebron, KY 41048
Secretary1$0
James T Bertsch
10040 Silver Creek Road, Whitehall, MI 49461
Registerd State Agent1$0

Address and contacts

Address (IRS master file)
10040 SILVER CREEK RD, WHITEHALL, MI 49461-9137
In care of
% FRED S BERTSCH III
Signed the 990-PF
Fred Bertsch III, Treasurer
Phone
(231) 740-6129

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
84-3785176
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
2019
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$226,757
Income (IRS master file)
$79,344

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$70,581$24,759$226,757XML
990-PFDecember 2024$23,437$22,913$157,938XML
990-PFDecember 2023$43,130$15,337$142,926XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––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 84-3785176).

Questions about LORRAINE F BERTSCH AND FRED S BERTSCH JR FOUNDATION

What is the EIN of LORRAINE F BERTSCH AND FRED S BERTSCH JR FOUNDATION?
The employer identification number (EIN) of LORRAINE F BERTSCH AND FRED S BERTSCH JR FOUNDATION is 84-3785176.
Is LORRAINE F BERTSCH AND FRED S BERTSCH JR FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to LORRAINE F BERTSCH AND FRED S BERTSCH JR FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LORRAINE F BERTSCH AND FRED S BERTSCH JR FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LORRAINE F BERTSCH AND FRED S BERTSCH JR 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 LORRAINE F BERTSCH AND FRED S BERTSCH JR 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 LORRAINE F BERTSCH AND FRED S BERTSCH JR FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does LORRAINE F BERTSCH AND FRED S BERTSCH JR FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $70,581, expenses of $24,759 and total assets of $226,757 at year end.

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