2024-05-29T08:58:23-05:00 2023-12-31 562112334 PAUL SCHEIBLE CPA PLLC 3400 CROASDAILE DRIVE SUITE 203 DURHAM NC 277056815 990PF 2023-01-01 352057621 BERTSCH FAMILY CHARITABLE FOUNDATION INC BERT 9199672580 PO BOX 3380 CHAPEL HILL NC 27514 DIANNE BERTSCH PRESIDENT 9199672580 2024-05-29 1 DIANNE BERTSCH 999009999 0 PAUL SCHEIBLE P00040870 9193822507 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 9059995 X X 87845 87845 87845 116868 116868 116868 710724 1205092 710724 915437 915437 204713 0 0 0 0 4077 4077 4077 0 4376 4376 4376 0 54366 54366 54366 0 62819 62819 62819 0 452000 452000 514819 62819 62819 452000 400618 852618 141894 131762 120692 120692 214112 88985 88985 1782114 1532002 4363373 3315493 4158895 3936537 371422 314947 550408 5814903 6215521 9059995 0 0 X 5236765 5236765 0 0 578138 978756 5814903 6215521 5814903 6215521 5814903 400618 0 6215521 0 6215521 CAPITAL GAINS SCHEDULE P 1205092 494368 710724 710724 710724 0 11851 0 11851 0 11851 5740 0 10000 0 15740 0 3889 3889 0 0 0 0 0 0 0 0 0 0 0 0 1 IN 1 0 0 0 0 0 N/A DIANNE BERTSCH 9199672580 6625 CREEKWOOD DR 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 6625 CREEKWOOD DR 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 8575250 0 8575250 0 0 8575250 128629 8446621 422331 422331 11851 11851 410480 0 410480 0 410480 452000 0 452000 410480 0 0 29490 39507 57379 84119 30939 241434 452000 0 0 0 410480 41520 0 0 282954 0 0 0 0 0 0 29490 253464 39507 57379 84119 30939 41520 DIANNE BERTSCH 6625 CREEKWOOD DR 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. ALAMANCE ORANGE PRISON MINISTRY PO BOX 9932 CHAPEL HILL NC 27515 501(C)(3) COMMUNITY OUTREACH 6000 APPALACHIAN STATE UNIVERSITY ASU BOX 32014 BOONE NC 28608 501(C)(3) EDUCATIONAL 10000 BAKER YOUTH CLUB 1401 E SMITH ST WARSAW IN 46580 501(C)(3) COMMUNITY OUTREACH 6000 BE LOUD SOPHIE FOUNDATION 406 LONGLEAF DRIVE CHAPEL HILL NC 27517 501(C)(3) EDUCATIONAL 6000 BEAMAN HOME 603 N PARKER ST WARSAW IN 46580 501(C)(3) COMMUNITY OUTREACH FOR ABUSED WOMEN 6000 BETTER BLOOD PROJECT 5836 FAYETTEVILLE RD SUITE 202 DURHAM NC 27713 501(C)(3) COMMUNITY OUTREACH FOR HEALTH 6000 BIG BROTHERS BIG SISTERS OF NEI 1005 W RUDISILL BLVD FORT WAYNE IN 46807 501(C)(3) COMMUNITY OUTREACH 6000 BLUE RIDGE CONSERVANCY 416 AHO RD BLOWING ROCK NC 28605 501(C)(3) LAND CONSERVATION 6000 BOOK HARVEST 2501 UNIVERSITY DRIVE DURHAM NC 27707 501(C)(3) EDUCATIONAL 6000 BOOMERANG BACKPACKS WARSAW 4616 EAST DUPONT RD SUITE C FORT WAYNE IN 46825 501(C)(3) COMMUNITY OUTREACH 6000 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 46580 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 7511 SUNRISE RD CHAPEL HILL NC 27514 501(C)(3) COMMUNITY OUTREACH FOR ELDER CARE 6000 CHRISTMAS HOUSE INC PO BOX 3543 CHAPEL HILL NC 27515 501(C)(3) COMMUNITY OUTREACH 6000 CHURCH WORLD SERVICE INC 28606 PHILLIPS ST ELKHART IN 46515 501(C)(3) COMMUNITY OUTREACH FOR RELIGIOUS ACTIVITIES 6000 CLUB NOVA COMMUNITY 103 W MAIN ST CARRBORO NC 27510 501(C)(3) COMMUNITY OUTREACH FOR PEOPLE WITH MENTAL ILLNESS 6000 COMBINED COMMUNITY SERVICES 1195 MARINERS DR WARSAW IN 46582 501(C)(3) COMMUNITY OUTREACH 6000 COMMUNITY EMPOWERMENT FUND 208 N COLUMBIA ST SUITE 100 CHAPEL HILL NC 27514 501(C)(3) COMMUNITY OUTREACH FOR HOMELESSNESS AND POVERTY 6000 COMPASS CENTER FOR WOMEN 210 HENDERSON ST CHAPEL HILL NC 27514 501(C)(3) COMMUNITY OUTREACH 6000 CURE JM FOUNDATION 19309 WINMEADE DRIVE SUITE 204 LEESBURG VA 20176 501(C)(3) COMMUNITY OUTREACH FOR HEALTH 10000 DIAPER BANK OF NC 1311 E CLUB BLVD DURHAM NC 27704 501(C)(3) COMMUNITY OUTREACH 6000 DR CHARLES VANDER HORST WATER SAFETY INITIATIVE 1821 HILLANDALE RD ST 1B DURHAM NC 27705 501(C)(3) COMMUNITY OUTREACH FOR CHILDREN 6000 DURHAM RESCUE MISSION PO BOX 11858 DURHAM NC 27703 501(C)(3) COMMUNITY OUTREACH 6000 EPISCOPAL FARMWORKER MINISTRY 2989 EASY STREET DUNN NC 28334 501(C)(3) COMMUNITY OUTREACH 6000 FOOD BANK OF CENTRAL AND EASTERN NC 1924 CAPITAL BLVD RALEIGH NC 27604 501(C)(3) COMMUNITY OUTREACH 6000 FRIENDS OF THE GUARDIAN AD LITEM PROGRAM 4202 CARRIAGE RD HILLSBOROUGH NC 27278 501(C)(3) COMMUNITY OUTREACH 6000 HABITAT FOR HUMANITY OF ORANGE COUNTY 88 VILCOM CTR DR SUITE L110 CHAPEL HILL NC 27514 501(C)(3) COMMUNITY OUTREACH TO BUILD AFFORDABLE HOUSING 6000 HAVEN HOUSE INC 1008 BULLARD CT RALEIGH NC 27615 501(C)(3) COMMUNITY OUTREACH TO YOUTH 6000 INTER FAITH COUNCIL 110 W MAIN ST CARRBORO NC 27510 501(C)(3) COMMUNITY OUTREACH FOR HOMELESS SHELTER 6000 JOE'S KIDS INC 902 PROVIDENT DR STE C 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 PO BOX 289 DURHAM NC 27702 501(C)(3) COMMUNITY OUTREACH 12000 K21 HEALTH FOUNDATION 1101 PARK AVENUE WINONA LAKE IN 46590 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 KOSCIUSKO HOME CARE & HOSPICE 1515 PROVIDENT DRIVE SUITE 250 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 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 OPERATION READ INC PO BOX 796 WARSAW IN 46580 501(C)(3) COMMUNITY OUTREACH FOR EDUCATION 6000 ORANGE COUNTY LITERACY COUNCIL 307 W WEAVER ST CARRBORO NC 27510 501(C)(3) EDUCATIONAL 6000 ORANGE COUNTY RAPE CRISIS CENTER 1229 E FRANKLIN ST CHAPEL HILL NC 27514 501(C)(3) COMMUNITY OUTREACH TO WOMEN 6000 REACH OUT AND READ PO BOX 2372 MATTHEWS NC 28106 501(C)(3) COMMUNITY OUTREACH 6000 REFUGEE SUPPORT CENTER PO BOX 1025 CARRBORO NC 27510 501(C)(3) COMMUNITY OUTREACH 6000 RONALD MCDONALD HOUSE OF TRIANGLE 506 ALEXANDER AVE DURHAM NC 27705 501(C)(3) COMMUNITY OUTREACH 6000 SALVATION ARMY DURHAM 909 LIBERTY ST DURHAM NC 27701 501(C)(3) COMMUNITY OUTREACH 6000 SALVATION ARMY WARSAW 501 E ARTHUR ST WARSAW IN 46580 501(C)(3) COMMUNITY OUTREACH 6000 SECU FAMILY HOUSE AT UNC 123 OLD MASON FARM RD CHAPEL HILL NC 27517 501(C)(3) EDUCATIONAL 6000 SENIOR PHARMASSIST INC 406 RIGSBEE AVE DURHAM NC 27701 501(C)(3) COMMUNITY OUTREACH FOR PHARMACEUTICAL ASSISTANCE TO SENIOR ADULTS 6000 STEP UP DURHAM 112 BROADWAY ST DURHAM NC 27701 501(C)(3) COMMUNITY OUTREACH FOR JOB TRAINING 6000 SWING PALS INC PO BOX 2994 DURHAM NC 27715 501(C)(3) COMMUNITY OUTREACH FOR CHILDREN 6000 TABLE INC 209 E MAIN ST CARRBORO NC 27510 501(C)(3) COMMUNITY OUTREACH 6000 TRIANGLE LAND CONSERVANCY PO BOX 1848 DURHAM NC 27702 501(C)(3) LAND CONSERVATION 6000 UNC HEALTH FOUNDATION 123 W FRANKLIN ST CHAPEL HILL NC 27516 501(C)(3) COMMUNITY OUTREACH FOR HEALTH 6000 UNITED CHURCH OF CHAPEL HILL 1321 MLK JR BLVD CHAPEL HILL NC 27514 501(C)(3) COMMUNITY OUTREACH 10000 WARSAW COMMUNITY PUBLIC LIBRARY 310 E MAIN ST WARSAW IN 46580 501(C)(3) EDUCATIONAL 6000 WHITE'S REDIDENTIAL 5233 SOUTH 50 EAST WABASH IN 46992 501(C)(3) COMMUNITY OUTREACH FOR TEENS AND FAMILIES 6000 YMCA OF THE TRIANGLE 980 MARTIN LUTHER KING BLVD CHAPEL HILL NC 27514 501(C)(3) COMMUNITY OUTREACH 6000 YOUTH VILLAGES INC 1822 NC 54 STE 120 DURHAM NC 27713 501(C)(3) COMMUNITY OUTREACH TO YOUTH 6000 452000 0 14 87845 14 116868 710724 0 204713 710724 915437 8 N/A 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 4376 4376 4376 0 CORPORATE BONDS 4158895 3936537 CORPORATE STOCK 1532002 4363373 MUTUAL FUNDS AT COST 314947 550408 LEGAL 4077 4077 4077 0 INVESTMENT FEES 54366 54366 54366 0