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LORRAINE F BERTSCH AND FRED S BERTSCH JR FOUNDATION

WHITEHALL, Michigan, 49461

EIN: 84-3785176

Philanthropy, Voluntarism and Grantmaking Foundations

MISSION

educational scholarships and making grants to organizations which conduct community service activities that qualify as exempt organizations under Section 501(c)(3)

 FORM 1023-EZ for LORRAINE F BERTSCH AND FRED S BERTSCH JR FOUNDATION

N/A

DEMOGRAPHIC

ADDRESS
10040 SILVER CREEK RD
49461
COUNTY
muskegon county, MI
IN CARE OF NAME
FRED S BERTSCH III

ORGANIZATIONAL OVERVIEW & RANKINGS

LORRAINE F BERTSCH AND FRED S BERTSCH JR FOUNDATION is a based in WHITEHALL, MI, focused on Philanthropy, Voluntarism and Grantmaking Foundations causes , specifically Philanthropy, Voluntarism, and Grantmaking Foundations N.E.C.. Established in December 2019, it operates as an independent corporation and contributions to this organization are tax-deductible .

With total assets of $142,926.00, this ranks 450,753 among 2,656,690 nonprofits nationally (Top 17%), demonstrating significant financial capacity relative to its peers. At the state level, it stands at 12,257 out of 79,991 organizations in MI (Top 16%).

In muskegon county, MI, the organization ranks 146 out of 1,112 nonprofits by assets (Top 13%), while locally in whitehall, it stands at 9 among 68 organizations (Top 9%).

The organization reported no revenue in the most recent filing period, placing it at 1,935,797 nationally and 57,644 in MI.

Within its specific NTEE classification (T99 - T: Philanthropy, Voluntarism and Grantmaking Foundations), which includes 3,590 similar organizations, LORRAINE F BERTSCH AND FRED S BERTSCH JR FOUNDATION ranks 829 in assets (Top 24%) and 3,228 in revenue (Top 90%).

The organization files a 990 - Not required to file(all other) and operates on a November fiscal year. Additional information can be found at N/A.

CLASSIFICATION

ORGANIZATION CODE
1: Corporation
DEDUCTIBILITY CODE
1: Contributions are deductible
AFFILIATION CODE
3: Independent
SUBSECTION/CLASSIFICATION CODES
ACTIVITY CODES
N/A
NTEE COMMON CODE
T: Philanthropy, Voluntarism and Grantmaking Foundations
NTEE CODE
T99: Philanthropy, Voluntarism, and Grantmaking Foundations N.E.C.
FOUNDATION CODE
N/A
EXEMPT ORGANIZATION STATUS CODE
N/A

FINANCIALS

TAX PERIOD
12/2023
ACCOUNTING PERIOD
12
INCOME CODE
3: $25,000 to $99,999
INCOME AMOUNT
$43,130.00
FORM 990 REVENUE AMOUNT
$0.00
RULING DATE
12/2019
ASSET CODE
4: $100,000 to $499,999
ASSET AMOUNT
$142,926.00
FILING REQUIREMENT CODE
990 - Not required to file(all other)
PF FILING REQUIREMENT CODE
990-PF return

Disclaimer: While we are confident of the accuracy of the information on this page, we encourage you verify the information directly with IRS. The IRS has a toll-free number for this at 1-877-829-5500 or visit www.irs.gov.

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