John W And Margaret G Bertsch Charitable Foundation

Grand Rapids, MI
Tax-exempt since Sept. 1988
EIN: 38-2772589

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$90.4k (2023)

Expenses

$90k (2023)

Total Assets

$1.38M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$90,404

Expenses

$90,000

Net Income

$404

Net Assets

$1,380,532

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,706	4.1%
Dividends	$27,213	30.1%
Sales of Assets	$59,485	65.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,000	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,380,532
Total Liabilities	$0
Net Assets	$1,380,532

Compensation

Key Employees and Officers	Compensation	Other
John Bertsch (Coo)	$0	$0

990-PF

Filed on May 27, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$16,052

Expenses

$106,089

Net Income

-$90,037

Net Assets

$1,322,202

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,841	30.2%
Dividends	$23,481	> 100%
Sales of Assets	-$12,270
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,000	81.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,322,202
Total Liabilities	$0
Net Assets	$1,322,202

Compensation

Key Employees and Officers	Compensation	Other
John Bertsch (Coo)	$0	$0

990-PF

Filed on June 3, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$30,063

Expenses

$102,222

Net Income

-$72,159

Net Assets

$1,412,239

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,885	22.9%
Dividends	$20,845	69.3%
Sales of Assets	$2,333	7.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,000	78.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,412,239
Total Liabilities	$0
Net Assets	$1,412,239

Compensation

Key Employees and Officers	Compensation	Other
John Bertsch (Coo)	$0	$0

990-PF

Filed on May 18, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$80,328

Expenses

$150,704

Net Income

-$70,376

Net Assets

$1,484,397

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15,645	19.5%
Dividends	$19,572	24.4%
Sales of Assets	$45,111	56.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$135,000	89.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,484,398
Total Liabilities	$1
Net Assets	$1,484,397

Compensation

Key Employees and Officers	Compensation	Other
John Bertsch (Coo)	$0	$0

990-PF

Filed on Oct. 10, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$31,443

Expenses

$56,000

Net Income

-$24,557

Net Assets

$1,554,773

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15,064	47.9%
Dividends	$22,028	70.1%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,000	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,554,774
Total Liabilities	$1
Net Assets	$1,554,773

Compensation

Key Employees and Officers	Compensation	Other
John Bertsch (Coo)	$0	$0

990-PF

Filed on Sept. 15, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$47,697

Expenses

$75,889

Net Income

-$28,192

Net Assets

$1,579,331

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16,493	34.6%
Dividends	$23,044	48.3%
Sales of Assets	$8,160	17.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,500	75.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,579,331
Total Liabilities	$0
Net Assets	$1,579,331

Compensation

Key Employees and Officers	Compensation	Other
John Bertsch (Coo)	$0	$0

990-PF

Filed on Sept. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$65,200

Expenses

$96,399

Net Income

-$31,199

Net Assets

$1,221,925

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20,944	32.1%
Dividends	$17,434	26.7%
Sales of Assets	$26,501	40.6%
Other Income	$321	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,221,925
Total Liabilities	$0
Net Assets	$1,221,925

Compensation

Key Employees and Officers	Compensation	Other
John R Bertsch (Officer)	$0	$0

990-PF

Filed on May 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$156,190

Expenses

$76,067

Net Income

$80,123

Net Assets

$1,253,124

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$40,542	26.0%
Sales of Assets	$115,648	74.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,253,124
Total Liabilities	$0
Net Assets	$1,253,124

Compensation

Key Employees and Officers	Compensation	Other
John R Bertsch (Officer)	$0	$0

990-PF

Filed on May 9, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$93,852

Expenses

$91,334

Net Income

$2,518

Net Assets

$1,183,181

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23,163	24.7%
Dividends	$20,011	21.3%
Sales of Assets	$50,678	54.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,500	84.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,183,181
Total Liabilities	$0
Net Assets	$1,183,181

Compensation

Key Employees and Officers	Compensation	Other
John R Bertsch (Officer)	$0	$0

990-PF

Filed on March 20, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$41,971

Expenses

$89,409

Net Income

-$47,438

Net Assets

$1,186,706

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$21,631	51.5%
Dividends	$20,340	48.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,000	83.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,186,706
Total Liabilities	$0
Net Assets	$1,186,706

Compensation

Key Employees and Officers	Compensation	Other
John R Bertsch (<1 Hr./Week)	$0	$0

990-PF

Filed on May 15, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$46,257

Expenses

$85,971

Net Income

-$39,714

Net Assets

$1,208,069

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$28,914	62.5%
Dividends	$17,343	37.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$72,500	84.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,208,069
Total Liabilities	$0
Net Assets	$1,208,069

Compensation

Key Employees and Officers	Compensation	Other
John R Bertsch (<1 Hr./Week)	$0	$0

990-PF

Filed on March 25, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$45,079

Expenses

$75,660

Net Income

-$30,581

Net Assets

$1,225,380

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$26,596	59.0%
Dividends	$18,483	41.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,500	82.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,225,381
Total Liabilities	$1
Net Assets	$1,225,380

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$38,669

Expenses

$86,457

Net Income

-$47,788

Net Assets

$1,247,066

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$26,240	67.9%
Dividends	$12,429	32.1%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$74,000	85.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,247,067
Total Liabilities	$1
Net Assets	$1,247,066

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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John W And Margaret G Bertsch Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $90.4k (2023)

Expenses $90k (2023)

Total Assets $1.38M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$90.4k (2023)

Expenses

$90k (2023)

Total Assets

$1.38M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

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2022

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2021

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2016

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2015

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2014

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2013

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2012

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2011

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