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· Private foundation

Berta Family Foundation Inc

Its FY2025 filing reports that it accepted unsolicited grant applications.

$76k
Granted FY2025still arriving
14
Grants FY2025still arriving
2
States reached
$35k
Largest
01What you fund
0183% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20172025.

Housing & Shelter$216kYouth Development$103kPhilanthropy$76kEducation$41kReligion$39kArts & Culture$19kEnvironment$19kCommunity Improvement$9kOther$0
02FY2025 · 14 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2025

  • Under $10k12 grants · $28k
  • $10k–50k2 grants · $48k
$2,000
Median grant
2
States reached
$479k
Total assets
Largest grants
RecipientAmount
United Way OF SOUTHCENTRAL KENTUCKY$35,000
SKYCTC FOUNDATION$13,331
Loras College$8,089
Grace Christian Church$5,000
Expenses for Indigent Individuals$3,500
Hope House$2,500
Individual grant recipient$2,000
Operation Pride$1,800
Individual grant recipient$1,100
Amen House$1,000
Smile from the Heart$1,000
BGHS$750
WKU$500
Barren River Child Advocacy Center$500
02The need
03

Do your dollars go where the need is?

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

show:

Dollar for dollar, your grants (FY17–25) land where the poverty rate runs at 18%, against an area that typically sits at 10%. 96% of your dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 10%Loras College: $8k → 11%FCS URBAN MINISTRIES: $7k → 13%BISHOP NOLL HIGH SCHOOL: $10k → 15%GRACE CHRISTIAN CHURCH: $5k → 8%EDMONSON COUNTY SCHOOLS: $4k → 17%HOTEL INC: $51k → 18%FCS URBAN MINISTRIES: $3k → 13%BISHOP NOLL HIGH SCHOOL: $5k → 15%Grace Christian Church: $5k → 8%HOTEL INC: $50k → 18%BISHOP NOLL HIGH SCHOOL: $2k → 15%SAFE HAVEN EQUINE MINISTRIES: $4k → 8%BOYS AND GIRLS INC: $40k → 18%GRACE CHRISTIAN CHURCH: $2k → 8%HOTEL INC: $40k → 18%GRACE CHRISTIAN CHURCH: $2k → 8%BOYS AND GIRLS INC: $40k → 18%United Way OF SOUTHCENTRAL KENTUCKY: $35k → 18%HOTEL INC: $23k → 18%HOTEL INC: $20k → 18%BOYS AND GIRLS INC: $20k → 18%HOTEL INC: $18k → 18%SKYCTC FOUNDATION: $13k → 18%BG CITY SCHOOLS: $10k → 18%HOPE HOUSE: $8k → 18%SKY PAC: $8k → 18%UNITED WAY OF SOUTHCENTRAL KENTUCKY: $5k → 18%FOR A REAL CHANGE FOUNDATION: $5k → 18%SKY PAC: $5k → 18%UNITED WAY OF SOUTHCENTRAL KENTUCKY: $5k → 18%UNITED WAY OF SOUTHCENTRAL KENTUCKY: $5k → 18%SKY PAC: $5k → 18%SKYCTC: $4k → 18%Hope House: $3k → 18%COMMUNITY FOUNDATION OF WARREN COUNTY: $3k → 18%WROTE INC: $2k → 18%HOPE HOUSE: $2k → 18%UNITED WAY OF SOUTHERN KY: $14k → 18%UNITED WAY OF SOUTHERN KY: $5k → 18%Expenses for Indigent Individuals: $4k → 18%UNITED WAY OF SOUTHERN KY: $3k → 18%Goodnight FDN: $2k → 18%MASON GOODNIGHT FDN: $2k → 18%MASON GOODNIGHT FDN: $2k → 18%HOLY SPIRIT CATHOLIC CHURCH: $10k → 18%HOLY SPIRIT CATHOLIC CHURCH: $6k → 18%HOLY SPIRIT CATHOLIC CHURCH: $5k → 18%HOLY SPIRIT CATHOLIC CHURCH: $5k → 18%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

89%of every dollar goes to organizations you’ve funded before.
$508k · 14 repeat orgs$62k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +60% since the first grant, against +38% for the ones you funded once.

14 repeat relationships — 5 still active in FY2025, 9 since wound down; 9 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

14
18

Total granted

$508k
$38k

Median revenue growth · since first grant

+60%
+38%

Still filing today

29%
22%

New vs renewed · share of each year

In FY2025, 69% of grant dollars renewed an existing relationship; $24k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

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

’17’18’19’20’21’22’23’24’25
Community ImprovementEnvironmentCrime & LegalHousing & ShelterPhilanthropyOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). 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

  • HI
    HOTEL INC
    6× · 2017–2024 · $202k · revenue +60%
  • OP
    OPERATION PRIDE INC
    9× · 2017–2025 · $19k · revenue ×18
  • FU
    FCS URBAN MINISTRIES INC
    2× · 2020–2021 · $9k · revenue +47%

Funded once

  • BC
    BG CITY SCHOOLS
    one grant, 2020 · $10k
  • FA
    FOR A REAL CHANGE FOUNDATION
    one grant, 2024 · $5k
  • EC
    EDMONSON COUNTY SCHOOLS
    one grant, 2024 · $4k

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

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Bowen Health Inc

To provide compassionate, patient-centered care for mind and body that improves the quality of life for our communities.

Health
2
Choices for Victims of Domestic Violence

To create a better world by serving people in need by operating food pantries, homeless shelters, a domestic violence shelter, affordable housing communities, senior living, assisted living and skilled care facilities, a home health care…

Human Services
3
New Directions Housing Corporation

New directions creates and preserves homes, fosters community stability and supports families on their path to economic success.

4
Catholic Charities of Kansas City - St Joseph Inc

Helping people move to a better life through hope-filled care, services, and advocacy; calling all those of goodwill to join us

Human Services
5
Beacon of Hope Center for Women Inc

Beacon of hope crisis center is a christ-centered organization empowering victims of domestic violence and sexual assualt to become self-sufficient by providing safety, education, and support.

Human Services
6
Room in the Inn Bowling Green Inc

Provides shelter for the homeless

Housing & Shelter
7
Arise Lawrence County

Arise encourages, empowers and advocates for those affected by domestic violence, sexual assault, and other violent crimes. we inspire and educate citizens to create safer communities and break the cycle of violence.

Human Services
8
Lutheran Social Services of Central Ohio Delaware Housing Inc

See schedule oto create a better world by serving people in need by operating food pantries, homeless shelters, a domestic violence shelter, affordable housing communities, senior living, assisted living and skilled care facilities, a home…

9
The Louisville Urban League Inc

As an active partner, leader and catalyst, we will assist african americans, other minority groups and the disadvantaged attain social and economic equality and stability through direct services and advocacy.

Human Services
10
Simon House Inc

The organization's mission is to reduce the extent and consequences of homelessness in franklin and surrounding counties. this is accomplished by providing two low-barrier shelters that accommodate homeless men, women, and children.…

11
Shelter Kc

Shelter kc is a christ-centered community offering freedom and hope to the poor and homeless empowering them to have healthy relationships, dignity, and transformational growth.

Housing & Shelter
12
Independent Living Options Inc

Empowering people with disabilities to live independent lives in the community.

For reference, the grantee most central to the portfolio’s shape is Sunrise Children's Services Inc and the most unlike its peers is Amen House Inc. 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

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

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 10 of the 41 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
10/10
Grantees still filing
7/10
Grew since you first funded

Where your money sits — by cause, then by grantee

HOTEL INC — $201,716 · OtherHOTEL INCBOYS AND GIRLS INC — $100,000 · OtherBOYS AND GIRLS INCUnited Way OF SOUTHCENTRAL KENTUCKY — $50,000 · OtherUnited Way OF SOUTHCENTRAL KENTUCKYHOLY SPIRIT CATHOLIC CHURCH — $25,800 · OtherUNITED WAY OF SOUTHERN KY — $21,600 · Other+30 more — $138,794 · Other+30 moreOPERATION PRIDE INC — $18,500 · EnvironmentFCS URBAN MINISTRIES INC — $9,450 · Community ImprovementWROTE INC — $2,000 · Community ImprovementSOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOUISVILLE INC — $1,000 · Housing & ShelterBARREN RIVER AREA CHILD ADVOCACY CE — $500 · Crime & LegalZACH JOHNSON FOUNDATION — $500 · Philanthropy
Other$537,910Environment$18,500Community Improvement$11,450Housing & Shelter$1,000Crime & Legal$500Philanthropy$500

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$10Mgrantee revenue →↑ your share of their budgetHOTEL INC — $201,716 over 6y, 8.3% of budgetOPERATION PRIDE INC — $18,500 over 9y, 2.0% of budgetFCS URBAN MINISTRIES INC — $9,450 over 2y, 0.1% of budgetLORAS COLLEGE — $8,589 over 2y, 0.0% of budgetSOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOUISVILLE INC — $1,000 over 1y, 1.8% of budgetAMEN HOUSE INC — $1,000 over 1y, 0.0% of budgetBARREN RIVER AREA CHILD ADVOCACY CE — $500 over 1y, 0.0% of budgetZACH JOHNSON FOUNDATION — $500 over 1y, 0.0% of budgetSUNRISE CHILDREN'S SERVICES INC — $100 over 1y, 0.0% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

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

  • Who funds HOTEL INC
  • Who funds OPERATION PRIDE INC
  • Who funds FCS URBAN MINISTRIES INC
  • Who funds LORAS COLLEGE
  • Who funds WROTE INC
  • Who funds SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOUISVILLE INC
  • Who funds AMEN HOUSE INC
  • Who funds BARREN RIVER AREA CHILD ADVOCACY CE
  • Who funds ZACH JOHNSON FOUNDATION
  • Who funds SUNRISE CHILDREN'S SERVICES INC

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Honorable Order of Kentucky Colonels IncKY15.5× affinity5 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Honorable Order of Kentucky Colonels Inc · The Harold Juanita David Dennis & Gary Koon Family Charitable Foundation · United Way of Southern Kentucky Inc · Community Foundation of South Central Kentucky Inc · Baird Foundation Inc · Charities Aid Foundation America · Natl Christian Charitable Fdn Inc · Vanguard Charitable Endowment Program · Network for Good · American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization Berta Family Foundation Inc funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024
202122232425
no gov · 00%1%3%6%10%your share of their income ↑0%10%20%30%40%share of the org’s income from government
    no gov moneyreceives it· size = income
    0get no government money at all
    5report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–40%
    typical government reliance, FY2025

    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 your grant caused the public funding. Coverage is precision-first — a floor, not 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 12–24 months.

    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Berta Family Foundation Inc?

    Find your warmest path to Berta Family Foundation Inc 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 directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 41 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your 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. How we build these →

    Generated from your IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

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