Skip to content
Bert Family Foundation at a glance

· Private foundation

Bert Family Foundation

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.

$81k
Granted FY2024still arriving
19
Grants FY2024still arriving
6
States reached
$50k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0189% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.

Health$71kHuman Services$22kEducation$22kReligion$18kAnimals$14kEnvironment$3kArts & Culture$3kYouth Development$2kOther$0
02FY2024 · 19 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k17 grants · $21k
  • $10k–50k1 grant · $10k
  • $50k–250k1 grant · $50k
$200
Median grant
6
States reached
$1.3M
Total assets
Largest grants
RecipientAmount
ST MARY'S HEALTH CLINICS$50,000
PANDA EDUCATIONAL FOUNDATION$10,000
Individual grant recipient$5,000
AANA EDUCATION FOUNDATION$5,000
KING OF KINGS CHURCH$3,600
SAVE THE BOUNDARY WATERS$2,000
ORDWAY CENTER FOR THE PERFORMING ARTS$2,000
WOODBURY POLICE K9 FUND$1,000
THE FRIENDS OF ST PAUL PUBLIC LIBRARY$1,000
NATIONAL PARKS CONSERVATION ASSOCIATION$200
OPEN CUPBOARD$150
MINNESOTA PUBLIC RADIO$100
GLACIER NATIONAL PARK CONSERVANCY$100
THE NATURE CONSERVANCY$100
NATIONAL PARK FOUNDATION$100
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 (FY20–24, $22k) land where the poverty rate runs at 14%, 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%WOUNDED WARRIOR PROJECT: $100 → 14%WOUNDED WARRIOR PROJECT: $50 → 14%SISTERS OF ST JOSEPH MINISTRIES FOUNDATION: $15k → 14%SISTERS OF ST JOSEPH MINISTRIES FOUNDATION: $7k → 14%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

ID
MT
MN
IL
WI
NY
AZ
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.

47%of every dollar goes to organizations it has funded before.
$79k · 19 repeat orgs$90k to everyone else

19 repeat relationships: 12 still active in FY2024, 7 since wound down; 7 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

19
14

Total granted

$79k
$26k

Median revenue growth · since first grant

+11%
+78%

Still filing today

68%
36%

New vs renewed · share of each year

In FY2024, 20% of grant dollars renewed an existing relationship; $64k went to new ones.

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

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

’20’21’22’23’24
HealthArts & CultureEnvironmentHuman ServicesAnimalsEducationOther
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

  • AC
    ATHLETES COMMITTED TO EDUCATING STUDENTS
    2× · 2022–2023 · $2k · revenue +10%
  • MP
    MINNESOTA PUBLIC RADIO AMERICAN PUBLIC MEDIA
    3× · 2020–2024 · $300 · revenue +11%
  • LR
    LIBERTY RIDGE ELEMENTARY PTA
    2× · 2021–2022 · $300 · revenue +539%

Funded once

  • GC
    Gillette Children's Hospital Foundation
    one grant, 2022 · $10k · revenue -16%
  • D
    DOGTOPIA
    one grant, 2021 · $4k
  • IG
    Individual grant recipient
    one grant, 2021 · $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
Npr Foundation

The npr foundation ("foundation") is organized and operated exclusively for the benefit of its sole supported organization, national public radio, inc. ("npr inc."). the foundation supports npr inc. through various activities such as…

—
2
Minnesota Zoo Foundation

The minnesota zoo foundation raises contributed income and supports conservation and animal care programs on behalf of the minnesota zoo. the mission of the minnesota zoo is to connect people, animals, and the natural world to save…

Animals
3
Minnesota Landscape Arboretum Foundation

To support charitable, plant-based scientific, and educational activities exclusively for the benefit of the minnesota landscape arboretum of the university of minnesota

Environment
4
University of Minnesota Physicians

University of minnesota physicians serves as the integrated group practice for the university of minnesota medical school full-time faculty to provide the highest quality healthcare to patients and their families.university of minnesota…

Health
5
National Public Radio Inc

National public radio, inc. ("npr") works collaboratively with member public radio station licensees ("member stations") to create a more informed public, one that is challenged and invigorated by a deeper understanding and appreciation of…

Arts & Culture
6
Minnesota Medical Association

To be the leading voice of medicine to make minnesota the healthiest state and the best place to practice.

—
7
University of Minnesota Foundation Investment Advisors

To provide the highest level of stewardship for university donors through professional management and oversight of the university of minnesota foundation's assets by creating a focused investment environment with clarity of purpose,…

Education
8
Minnesota Business Partnership

The minnesota business partnership's mission is to maintain a high quality of life for all minnesotans by ensuring that the state's economy remains strong, globally competitive and its prospects for growth bright by working with elected…

—
9
Saint Paul & Minnesota Foundation

Purpose: we inspire, advocate and invest to advance community visions. continued on sch o

Philanthropy
10
Minneapolis Parks Foundation

The Minneapolis Parks Foundation transforms human lives through parks and public spaces by aligning philanthropic investment and community vision.

Recreation & Sports
11
Minnesota Land Trust

The minnesota land trust protects and restores minnesota's most vital natural lands in order to provide wildlife habitat, clean water, outdoor experiences and scenic beauty for generations to come.

Environment
12
The Great Northern Winter Festival

The great northern celebrates our cold, creative winters through ten days of diverse programming that invigorate mind and body. in an era of changing climate that threatens our signature season, we seek to create community, inspire action,…

Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is University of Minnesota Foundation; the most unlike its peers is Woodbury Police K9 Fund. 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

23 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. 23 of the 40 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.

0
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
23/23
Grantees still filing
15/23
Grew since first funded

Where the money sits, by cause and then by grantee

ST MARYS HEALTH CLINICS: $50,000 · HealthST MARYS HEALTH CLINICSGillette Children's Hospital Foundation: $10,000 · HealthGillette Children's Hospital FoundationAMERICAN ASSOCIATION OF NURSE ANESTHETISTS FOUNDATION: $7,500 · HealthAMERICAN ASSOCIATION OF NURSE ANESTHETISTS FO…+1 more: $25 · HealthKING OF KINGS CHURCH: $15,425 · OtherKING OF KINGS CHURCHPANDA EDUCATIONAL FOUNDATION: $14,000 · OtherPANDA EDUCATIONAL FOUNDATIONAANA EDUCATION FOUNDATION: $5,000 · OtherAANA EDUCATION FOUNDATIONIndividual grant recipient: $5,000 · OtherIndividual grant recipientDOGTOPIA: $4,000 · OtherDOGTOPIAIndividual grant recipient: $3,000 · OtherORTHO EDUCATION AND RESEARCH FOUNDATION: $3,000 · OtherCORNER CHURCH: $3,000 · OtherTHE FRIENDS OF ST PAUL PUBLIC LIBRARY: $2,400 · Other+15 more: $7,778 · Other+15 moreCSJ Ministries Foundation: $22,000 · Human ServicesCSJ Ministries…+1 more: $150 · Human ServicesWOODBURY POLICE K9 FUND: $10,000 · Animals+1 more: $175 · AnimalsORDWAY CENTER FOR THE PERFORMING ARTS: $2,000 · Arts & CultureMINNESOTA PUBLIC RADIO AMERICAN PUBLIC MEDIA: $300 · Arts & CultureSCIENCE MUSEUM OF MINNESOTA: $200 · Arts & CultureTWIN CITIES PUBLIC TELEVISION INC: $100 · Arts & CultureNORTHEASTERN MINNESOTANS FOR WILDERNESS: $2,000 · EnvironmentNATIONAL PARKS CONSERVATION ASSOCIATION: $250 · EnvironmentATHLETES COMMITTED TO EDUCATING STUDENTS: $2,000 · EducationUNIVERSITY OF MINNESOTA FOUNDATION: $100 · Education
Health$67,525Other$62,603Human Services$22,150Animals$10,175Arts & Culture$2,600Environment$2,250Education$2,100

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 budgetST MARYS HEALTH CLINICS: $50,000 over 1y, 2.4% of budgetCSJ Ministries Foundation: $22,000 over 2y, 1.1% of budgetGillette Children's Hospital Foundation: $10,000 over 1y, 0.1% of budgetAMERICAN ASSOCIATION OF NURSE ANESTHETISTS FOUNDATION: $7,500 over 2y, 0.2% of budgetNORTHEASTERN MINNESOTANS FOR WILDERNESS: $2,000 over 1y, 0.1% of budgetATHLETES COMMITTED TO EDUCATING STUDENTS: $2,000 over 2y, 0.1% of budgetORDWAY CENTER FOR THE PERFORMING ARTS: $2,000 over 1y, 0.0% of budgetBIG MOUNTAIN FIREFIGHTERS ASSOCIATION: $800 over 3y, 2.6% of budgetMINNESOTA PUBLIC RADIO AMERICAN PUBLIC MEDIA: $300 over 3y, 0.0% of budgetLIBERTY RIDGE ELEMENTARY PTA: $300 over 2y, 1.7% of budgetNATIONAL PARK FOUNDATION: $250 over 2y, 0.0% of budgetNATIONAL PARKS CONSERVATION ASSOCIATION: $250 over 2y, 0.0% of budgetGLACIER NATIONAL PARK CONSERVANCY: $200 over 2y, 0.0% of budgetSCIENCE MUSEUM OF MINNESOTA: $200 over 2y, 0.0% of budgetAnimal Humane Society: $175 over 2y, 0.0% of budgetWOUNDED WARRIOR PROJECT INC: $150 over 2y, 0.0% of budgetCHRISTIAN CUPBOARD EMERGENCY FOOD SHELF DBA OPEN CUPBOARD: $150 over 1y, 0.0% of budgetNORTHERN STAR COUNCIL: $100 over 1y, 0.0% of budgetTWIN CITIES PUBLIC TELEVISION INC: $100 over 1y, 0.0% of budgetUNIVERSITY OF MINNESOTA FOUNDATION: $100 over 1y, 0.0% of budgetNEIGHBORHOOD HOUSE: $50 over 1y, 0.0% of budgetTHE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH: $25 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.

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.

The Richard M Schulze…Fred C and Katherine …Otto Bremer TrustSaint Paul & Minnesot…Mightycause Charitabl…Charities Aid Foundat…Renaissance Charitabl…Raymond James Charita…The Blackbaud Giving …Morgan Stanley Global…Vanguard Charitable E…Natl Christian Charit…
The Richard M Schulze Family FoundationMN14.8× affinity5 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Richard M Schulze Family Foundation · Fred C and Katherine B Andersen Foundation · Otto Bremer Trust · Saint Paul & Minnesota Foundation · Mightycause Charitable Foundation · Charities Aid Foundation America · Renaissance Charitable Foundation Inc · Raymond James Charitable Endowment Fund · The Blackbaud Giving Fund · Morgan Stanley Global Impact Funding Trust Inc · Vanguard Charitable Endowment Program · Natl Christian Charitable Fdn Inc

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 Bert Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Bert Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%6%13%19%25%share of the org’s income from government →median 0%
  • Wounded Warrior Project Inc: 0% of income from government
no gov moneyreceives it· size = income
0get no government money at all
6report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–25%
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.

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 40 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 Bert Family’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home