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· Private foundation

Berti Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$465k
Granted FY2025still arriving
7
Grants FY2025still arriving
5
States reached
$280k
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, FY2020 to 2025.

Education$1.5MArts & Culture$646kHealth$325kFood & Nutrition$60kReligion$1k
02FY2025 · 7 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • $10k–50k4 grants · $85k
  • $50k–250k2 grants · $100k
  • $250k+1 grant · $280k
$30,000
Median grant
5
States reached
$853
Total assets
Largest grants
RecipientAmount
American Educational Assistance Fnd$279,855
Carnegie Hall$50,000
Memorial Sloan Kettering Cancer Ctr$50,000
LA Promise Fund$30,000
The Arts Council of WS$25,000
Aspen Music Festival and School$15,000
PlumpJack Foundation$15,000
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:

Dollar for dollar, its grants (FY20–25) land where the poverty rate runs at 14%, against an area that typically sits at 11%. 94% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%PlumpJack Foundation: $15k → 10%LA Promise Fund: $30k → 14%Memorial Sloan Kettering Cancer Ctr: $50k → 17%American Educational Assistance Fnd: $280k → 14%The Summit School: $50k → 15%Aspen Music Festival and Scholl: $20k → 6%National Multiple Sclerosis Society: $5k → 12%St Leo Great Catholic Church: $500 → 16%Lake Forest Country Day School: $6k → 8%St Paul's Episcopal Church: $500 → 24%PlumpJack Foundation: $15k → 10%LA Promise Fund: $25k → 14%Carnegie Hall: $100k → 17%American Educational Assistance Fnd: $265k → 14%Forsyth Country Day School: $50k → 15%Aspen Music Festival and School: $15k → 6%PlumpJack Foundation: $15k → 10%LA Promise Fund: $25k → 14%Memorial Sloan Kettering Cancer Ctr: $50k → 17%American Educational Assistance Fnd: $210k → 14%The Arts Council of WS: $150k → 15%Aspen Music Festival and School: $15k → 6%PlumpJack Foundation: $15k → 10%LA Promise Fund: $25k → 14%Carnegie Hall: $50k → 17%American Educational Assistance Fnd: $175k → 14%The Arts Council of WS: $25k → 15%Aspen Music Festival and Scholl: $15k → 6%PlumpJack Foundation: $10k → 10%LA Promise Fund: $25k → 14%Memorial Sloan Kettering Cancer Ctr: $50k → 17%American Educational Assistance Fou: $170k → 14%The Arts Council of WS: $25k → 15%Aspen Music Festival and School: $15k → 6%LA Promise Fund: $25k → 14%Carnegie Hall: $50k → 17%American Educational Assistance Fou: $124k → 14%The Arts Council of WS: $25k → 15%Aspen Music Festival and School: $6k → 6%Memorial Sloan Kettering Cancer Ctr: $50k → 17%The Arts Council of WS: $25k → 15%Carnegie Hall: $50k → 17%The Arts Council of WS: $10k → 15%Memorial Sloan Kettering Cancer Ctr: $50k → 17%Carnegie Hall: $50k → 17%Citymeals on Wheels: $20k → 17%Citymeals on Wheels: $20k → 17%Citymeals on Wheels: $20k → 17%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

IL
NY
OH
CA
CO
TN
NC
MS
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.

96%of every dollar goes to organizations it has funded before.
$2.4M · 9 repeat orgs$112k to everyone else

Grantees it renews have grown median revenue +66% since the first grant, against +5% for those funded once.

9 repeat relationships: 7 still active in FY2025, 2 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

9
6

Total granted

$2.4M
$112k

Median revenue growth · since first grant

+66%
+5%

Still filing today

67%
67%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

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

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

’20’21’22’23’24’25
EducationArts & CultureHealthFood & NutritionOther
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

  • AE
    AMERICAN EDUCATIONAL ASSISTANCE FOUNDATION
    6× · 2020–2025 · $1.2M · revenue +442%
  • TC
    THE CARNEGIE HALL CORPORATION
    5× · 2020–2025 · $300k · revenue +51%
  • LP
    LA PROMISE FUND
    6× · 2020–2025 · $155k · revenue +66%

Funded once

  • TS
    The Summit School Incorporated
    2× · 2024–2025 · $50k · revenue -13%
  • FC
    FORSYTH COUNTRY DAY SCHOOL INC
    2× · 2024–2025 · $50k · revenue +3%
  • LF
    LAKE FOREST COUNTRY DAY SCHOOL
    2× · 2024–2025 · $6k · revenue +5%
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
Saint Ann's School

Saint ann's exists to nurture the wonder of children. unfettered by grades, teachers and students embark on journeys of discovery in which the arts are central. through an ambitious curriculum and a culture of inquiry, we question the…

Education
2
Masters School

The masters school celebrates active participation, deep understanding, and meaningful connection. a community of diverse individuals, we gather to learn, to strive, to dare, to do - to be a power for good in the world.

—
3
Manhattan School of Music

Manhattan school of music is deeply committed to excellence in education, performance, and creative activity; to the humanity of the school's environment; and to the cultural enrichment of the larger community. a premiere international…

Arts & Culture
4
Tower Hill School Association

Tower hill school prepares students from diverse backgrounds for full and creative engagement with a dynamic world. each student is provided with an educational experience that emphasizes the development of an inquisitive, discerning and…

Education
5
Avery Coonley School

The Avery Coonley School elevates high-achieving and gifted learners through immersion in a mutually talented community where intellect, curiosity, and creativity are enhanced by optimal challenge.

—
6
Children's Aid College Prep Charter School

Prepare elementary & middle school students for success in high school, college & life.

Education
7
The Peak School

The peak school seeks to ignite a passion for learning, to develop students of diverse talents and backgrounds who think critically and act with integrity, and to graduate compassionate, confident, capable students who will embrace their…

Education
8
Pembroke Hill School

A preschool through 12th grade, private, college preparatory school. the school's mission statement is "together, cultivating the best in each for the benefit of all."

Education
9
Hillsdale College

Hillsdale college is a private liberal arts college with approximately 1,500 students. founded in 1844, the college remains, in the words of its articles of association, "grateful to god for the inestimable blessings resulting from the…

Education
10
Robert Treat Academy Charter School

The organization offers children ages five and older an opportunity to learn and grow in a safe and stimulating academic environment in which the core subjects of language arts, mathematics, science, technology, social science and world…

Unclassified
11
Lycee Francais De New York

"citizens of culture and courage"committed to bilingual french and american education of the highest standard, our mission is to prepare students of many origins to be thinkers, innovators and leaders, at home in the world. we inspire and…

Education
12
The Meadows School

The Meadows School devlops in its students a love of, and respect for, learning. Inspiring them to seek knowledge independently and preparing them for higher academic pursuits. The school maintains high standards and seeks to instill in…

Education
How this is measured
The grantee most central to the portfolio’s shape is Music Associates of Aspen Inc; the most unlike its peers is American Educational Assistance Foundation. 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 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. 10 of the 15 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)
1
Early backer (in before they grew)
10/10
Grantees still filing
7/10
Grew since first funded

Where the money sits, by cause and then by grantee

AMERICAN EDUCATIONAL ASSISTANCE FOUNDATION: $1,223,976 · EducationAMERICAN EDUCATIONAL ASSISTANCE FOUNDATIONLA PROMISE FUND: $155,000 · EducationLA PROMISE FUNDThe Summit School Incorporated: $50,000 · EducationFORSYTH COUNTRY DAY SCHOOL INC: $50,000 · EducationThe Arts Council of WS: $260,000 · OtherThe Arts Council of WSMemorial Sloan Kettering Cancer Ctr: $250,000 · OtherMemorial Sloan Kettering…Aspen Music Festival and Scholl: $35,000 · OtherAspen Music Festival and…+3 more: $7,121 · OtherTHE CARNEGIE HALL CORPORATION: $300,000 · Arts & CultureTHE CARNEGIE HA…MUSIC ASSOCIATES OF ASPEN INC: $50,990 · Arts & CultureMUSIC ASSOCIATE…THE PLUMPJACK FOUNDATION: $70,000 · HealthNATIONAL MULTIPLE SCLEROSIS SOCIETY: $5,000 · HealthCITYMEALS-ON-WHEELS: $60,000 · Food & Nutrition
Education$1,478,976Other$552,121Arts & Culture$350,990Health$75,000Food & Nutrition$60,000

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 budgetAMERICAN EDUCATIONAL ASSISTANCE FOUNDATION: $1,223,976 over 6y, 7.5% of budgetTHE CARNEGIE HALL CORPORATION: $300,000 over 5y, 0.1% of budgetLA PROMISE FUND: $155,000 over 6y, 0.2% of budgetTHE PLUMPJACK FOUNDATION: $70,000 over 5y, 7.8% of budgetCITYMEALS-ON-WHEELS: $60,000 over 3y, 0.1% of budgetMUSIC ASSOCIATES OF ASPEN INC: $50,990 over 4y, 0.2% of budgetThe Summit School Incorporated: $50,000 over 2y, 0.2% of budgetFORSYTH COUNTRY DAY SCHOOL INC: $50,000 over 2y, 0.2% of budgetLAKE FOREST COUNTRY DAY SCHOOL: $6,121 over 2y, 0.0% of budgetNATIONAL MULTIPLE SCLEROSIS SOCIETY: $5,000 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 AMERICAN EDUCATIONAL ASSISTANCE FOUNDATION ↗
  • Who funds THE CARNEGIE HALL CORPORATION ↗
  • Who funds LA PROMISE FUND ↗
  • Who funds THE PLUMPJACK FOUNDATION ↗
  • Who funds CITYMEALS-ON-WHEELS ↗
  • Who funds MUSIC ASSOCIATES OF ASPEN INC ↗
  • Who funds The Summit School Incorporated ↗
  • Who funds FORSYTH COUNTRY DAY SCHOOL INC ↗
  • Who funds LAKE FOREST COUNTRY DAY SCHOOL ↗
  • Who funds NATIONAL MULTIPLE SCLEROSIS SOCIETY ↗

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.

Raymond James Charitable Endowment FundFL11.4× affinity4 shared granteesties to 4 of 4Hover any node to trace its alignments.Compare side by side →

Open a dossier: Raymond James Charitable Endowment Fund · The Bank of America Charitable Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile 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 Berti Foundation funds: left to right is the share of its income from government, bottom to top the share from Berti Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%3%6%10%funder's share of their income ↑0%13%25%38%50%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    1report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–50%
    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 Berti Foundation?

    Find your warmest path to Berti Foundation 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 15 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 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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