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· Private foundation

Bardes Fund

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$210k
Granted FY2024still arriving
29
Grants FY2024still arriving
9
States reached
$30k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2024.

Education$417kArts & Culture$338kFood & Nutrition$104kPhilanthropy$66kHealth$65kReligion$65kRecreation & Sports$34kHuman Services$20kOther$0
02FY2024 · 29 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k18 grants · $48k
  • $10k–50k11 grants · $163k
$5,000
Median grant
9
States reached
$1.4M
Total assets
Largest grants
RecipientAmount
BATH & TENNIS HISTORIC BLDG PRESER FDTN$30,000
SRBA HISTORIC BUILDING & ENVIRON PRES FDTN$30,000
CINCINNATI BALLET$17,550
BOSTON COLLEGE$13,000
THE SEVEN HILLS SCHOOL$11,950
ARTSWAVE$10,000
ST GEORGE'S SCHOOL$10,000
UNITED WAY OF GREATER CINCINNATI$10,000
PALM BEACH DAY ACADEMY$10,000
THE ROYAL POINCIANA CHAPEL$10,000
RED SNEAKERS FOR OAKLEY$10,000
HENRY MORRISON FLAGLER MUSEUM$6,000
THE LAWRENCEVILLE SCHOOL$6,000
GEORGETOWN MISSION & MINISTRY$5,000
SOUTHERN METHODIST UNIVERSITY$5,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY18–20, $13k) land where the poverty rate runs at 11%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%HOSPICE FOUNDATION OF PALM BEACH COUNTY: $5k → 11%HOSPICE FOUNDATION OF PALM BEACH COUNTY: $5k → 11%HOSPICE FOUNDATION OF PALM BEACH COUNTY: $3k → 11%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

MI
MA
OH
NJ
RI
VA
NM
TN
DC
TX
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

97%of every dollar goes to organizations it has funded before.
$1.1M · 37 repeat orgs$34k to everyone else

37 repeat relationships: 24 still active in FY2024, 13 since wound down; 5 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

37
8

Total granted

$1.1M
$16k

Median revenue growth · since first grant

+38%
+38%

Still filing today

70%
38%

New vs renewed · share of each year

In FY2024, 91% of grant dollars renewed an existing relationship; $18k went to new ones.

50%100%’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23’24
Arts & CultureEducationPhilanthropyHealthEnvironmentHuman ServicesOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • TS
    THE SEVEN HILLS SCHOOL
    7× · 2018–2024 · $110k · revenue +47%
  • PB
    PALM BEACH DAY ACADEMY INC
    7× · 2018–2024 · $92k · revenue +85%
  • GEORGETOWN UNIVERSITY
    4× · 2018–2021 · $82k · revenue +44%

Funded once

  • TF
    THE FDTN TO COMBAT ANTI-SEMITISM
    one grant, 2023 · $5k
  • CF
    CINCINNATI FILM
    one grant, 2023 · $4k
  • EM
    EARTH MEDICINE INSTITUTE TAOS FDTN
    one grant, 2023 · $3k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
2
The Trustees of Princeton University

Research, education and general - princeton university is a private not-for-profit, non-sectarian institution of higher learning with approximately 5,700 undergraduate and 3,300 graduate students. 2,500 students graduated in the 2024-2025…

Education
3
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
4
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

—
5
Rollins College

Education and Public Service Mission: Rollins College educates students for global citizenship and responsible leadership, empowering graduates to pursue meaningful lives and productive careers. We are committed to liberal arts ethos and…

Education
6
Point Park University

Provides innovative education in a dynamic urban setting. dedicated to academic excellence and community engagement,we prepare students of diverse backgrounds with the knowledge, skill,and experience to lead meaningful lives as informed…

—
7
Wilson College

Wilson college empowers students to be confident and critical thinkers, creative visionaries, effective communicators, honorable leaders, and agents of justice.

Education
8
Rhode Island School of Design

The mission of rhode island school of design, through its college and museum,is to educate its students and the public in the creation and (see schedule o)appreciation of works of art and design, to discover and transmit knowledge and to…

Education
9
Vanderbilt University

See Disclosure Above.

Education
10
University of Pittsburgh

The university of pittsburgh, founded in 1787, is one of the oldest institutions of higher education in the united states and one of the nation's top public research universities. for more than two centuries, the university of pittsburgh…

Education
11
Wentworth Institute of Technology Inc

Wentworth institute of technology is a nationally recognized private coeducational and residential university of higher education with a mission to empower, inspire and innovate through experiential learning with a core purpose of career…

Education
12
President and Fellows of Harvard College

Undergraduate, graduate, and professional education and research across a broad array of academic domains.

Education
How this is measured
The grantee most central to the portfolio’s shape is The Preservation Society of Newport County; the most unlike its peers is Buccan Provisions Non-Profit Corp. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

32 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 32 of the 50 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
32/32
Grantees still filing
26/32
Grew since first funded

Where the money sits, by cause and then by grantee

THE SEVEN HILLS SCHOOL: $109,550 · EducationTHE SEVEN HILLS SCHOOLPALM BEACH DAY ACADEMY INC: $92,000 · EducationPALM BEACH DAY ACADEMY INCGEORGETOWN UNIVERSITY: $82,000 · EducationGEORGETOWN UNIVERSITYTRUSTEES OF BOSTON COLLEGE: $74,000 · EducationTRUSTEES OF BOSTON COLLEGETRUSTEES OF THE LAWRENCEVILLE SCHOOL: $29,000 · EducationTRUSTEES OF THE LAWRENCEVILLE SCHOOL+2 more: $15,000 · EducationCINCINNATI SYMPHONY: $62,000 · OtherCINCINNATI SYMPHONYTHE ROYAL POINCIANA CHAPEL INC: $54,800 · OtherTHE ROYAL POINCIANA CHAPEL INCSRBA HISTORIC BUILDING & ENVIRON PRES FDTN: $40,000 · OtherSRBA HISTORIC BUILDING & ENVIRO…BATH & TENNIS HISTORIC BLDG PRESER FDTN: $36,000 · OtherBATH & TENNIS HISTORIC BLDG PRE…BATH & TENNIS CLUB PRESERVATION FOUNDATION: $33,500 · OtherBATH & TENNIS CLUB PRESERVATION…VARIOUS ORGANIZATIONS: $15,000 · OtherGEORGETOWN MISSION & MINISTRY: $15,000 · OtherUniversity of Michigan: $11,000 · Other+18 more: $52,200 · Other+18 moreThe Cincinnati Ballet Company Inc: $79,351 · Arts & CultureThe Cincinnati Ball…The Society of the Four Arts Inc: $35,000 · Arts & CultureThe Society of the …Cincinnati Institute of Fine Arts: $30,000 · Arts & CultureCincinnati Institut…THE HENRY MORRISON FLAGLER MUSEUM INC: $23,500 · Arts & CultureTHE HENRY MORRISON …NEWPORT HISTORICAL SOCIETY: $10,000 · Arts & CultureCINCINNATI MUSEUM CENTER: $8,000 · Arts & CultureNEWPORT FILM INC: $7,500 · Arts & Culture+2 more: $2,750 · Arts & CultureBUCCAN PROVISIONS NON-PROFIT CORP: $82,500 · Food & NutritionUnited Way of Greater Cincinnati: $55,000 · PhilanthropyTown of Palm Beach United Way Inc: $10,500 · PhilanthropyJEFFERSON SCHOLARS FOUNDATION: $4,000 · PhilanthropyNewport Hospital Foundation: $36,000 · HealthRED SNEAKERS FOR OAKLEY INC: $15,000 · Health+1 more: $250 · HealthHOSPICE FOUNDATION OF PALM BEACH COUNTY: $13,400 · Human Services
Education$401,550Other$319,500Arts & Culture$196,101Food & Nutrition$82,500Philanthropy$69,500Health$51,250Human Services$13,400

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetTHE SEVEN HILLS SCHOOL: $109,550 over 7y, 0.1% of budgetPALM BEACH DAY ACADEMY INC: $92,000 over 7y, 0.1% of budgetBUCCAN PROVISIONS NON-PROFIT CORP: $82,500 over 4y, 96% of budgetGEORGETOWN UNIVERSITY: $82,000 over 4y, 0.0% of budgetThe Cincinnati Ballet Company Inc: $79,351 over 7y, 0.1% of budgetTRUSTEES OF BOSTON COLLEGE: $74,000 over 7y, 0.0% of budgetUnited Way of Greater Cincinnati: $55,000 over 6y, 0.1% of budgetNewport Hospital Foundation: $36,000 over 4y, 0.1% of budgetThe Society of the Four Arts Inc: $35,000 over 5y, 0.1% of budgetCincinnati Institute of Fine Arts: $30,000 over 6y, 0.1% of budgetTRUSTEES OF THE LAWRENCEVILLE SCHOOL: $29,000 over 5y, 0.0% of budgetTHE HENRY MORRISON FLAGLER MUSEUM INC: $23,500 over 6y, 0.1% of budgetRED SNEAKERS FOR OAKLEY INC: $15,000 over 2y, 1.9% of budgetHOSPICE FOUNDATION OF PALM BEACH COUNTY: $13,400 over 3y, 0.5% of budgetUniversity of Michigan: $11,000 over 4y, 0.9% of budgetTown of Palm Beach United Way Inc: $10,500 over 3y, 0.1% of budgetNEWPORT HISTORICAL SOCIETY: $10,000 over 2y, 0.3% of budgetST GEORGE'S SCHOOL: $10,000 over 1y, 0.0% of budgetCINCINNATI MUSEUM CENTER: $8,000 over 4y, 0.0% of budgetNEWPORT FILM INC: $7,500 over 3y, 0.3% of budgetThe Palm Beach Police and Fire Foundation Inc: $7,200 over 3y, 0.1% of budgetSHARE OUR STRENGTH: $6,000 over 2y, 0.0% of budgetSouthern Methodist University: $5,000 over 1y, 0.0% of budgetJEFFERSON SCHOLARS FOUNDATION: $4,000 over 3y, 0.0% of budgetPeggy Adams Animal Rescue League of the Palm Beaches Inc: $3,700 over 3y, 0.0% of budgetTHE LORD'S PLACE INC: $2,500 over 3y, 0.0% of budgetBOYS & GIRLS CLUB OF PBC: $2,500 over 4y, 0.0% of budgetCCN HISTORIC BUILDING PRESERVATION FOUNDATION: $2,000 over 1y, 0.6% of budgetAQUIDNECK ISLAND LAND TRUST: $1,000 over 1y, 0.0% of budgetTHE PRESERVATION SOCIETY OF NEWPORT COUNTY: $750 over 2y, 0.0% of budgetST JUDE CHILDREN'S RESEARCH HOSPITAL INC: $250 over 1y, 0.0% of budgetThe Newport Tree Conservancy: $100 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds THE SEVEN HILLS SCHOOL ↗
  • Who funds PALM BEACH DAY ACADEMY INC ↗
  • Who funds BUCCAN PROVISIONS NON-PROFIT CORP ↗
  • Who funds GEORGETOWN UNIVERSITY ↗
  • Who funds The Cincinnati Ballet Company Inc ↗
  • Who funds TRUSTEES OF BOSTON COLLEGE ↗
  • Who funds United Way of Greater Cincinnati ↗
  • Who funds Newport Hospital Foundation ↗
  • Who funds The Society of the Four Arts Inc ↗
  • Who funds Cincinnati Institute of Fine Arts ↗
  • Who funds TRUSTEES OF THE LAWRENCEVILLE SCHOOL ↗
  • Who funds THE HENRY MORRISON FLAGLER MUSEUM INC ↗
  • Who funds RED SNEAKERS FOR OAKLEY INC ↗
  • Who funds HOSPICE FOUNDATION OF PALM BEACH COUNTY ↗
  • Who funds University of Michigan ↗
  • Who funds Town of Palm Beach United Way Inc ↗
  • Who funds NEWPORT HISTORICAL SOCIETY ↗
  • Who funds ST GEORGE'S SCHOOL ↗
  • Who funds CINCINNATI MUSEUM CENTER ↗
  • Who funds NEWPORT FILM INC ↗
  • Who funds The Palm Beach Police and Fire Foundation Inc ↗
  • Who funds SHARE OUR STRENGTH ↗
  • Who funds Southern Methodist University ↗
  • Who funds JEFFERSON SCHOLARS FOUNDATION ↗
  • Who funds Peggy Adams Animal Rescue League of the Palm Beaches Inc ↗
  • Who funds THE LORD'S PLACE INC ↗
  • Who funds BOYS & GIRLS CLUB OF PBC ↗
  • Who funds CCN HISTORIC BUILDING PRESERVATION FOUNDATION ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Olb Foundation IncPA22.1× affinity8 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Olb Foundation Inc · Frederick Henry Prince Testamentary Trust · Hamilton Family Foundation · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · The Anne and David B Ford Jr Foundation · The de Ramel Foundation · Van Beuren Charitable Foundation Inc · Community Foundation for Palm Beach and Martin Counties Inc · Amica Companies Foundation · G Peabody & Rose Gardner Charitable Tr · Borchardt Family Foundation Inc · Gruben Charitable Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Bardes Fund funds: left to right is the share of its income from government, bottom to top the share from Bardes Fund. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 60%6%25%56%100%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 3%
  • The Lord's Place Inc: 12% of income from government
  • Trustees of Boston College: 3% of income from government
  • Palm Beach Day Academy Inc: 0% of income from government
no gov moneyreceives it· size = income
6get no government money at all
8report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Bardes Fund?

Find your warmest path to Bardes Fund through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 50 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Bardes’ filings →

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