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Arizona · Private foundation

Bertsch Family Foundation

Its FY2025 filing reports that it accepted unsolicited grant applications.

$17k
Granted FY2025(still arriving)
9
Grants FY2025
2
Organizations funded FY2024
50%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$515
Largest grant, FY2025
$10,676
Organizations funded a year
2 to 9
FY2018 to FY2024
States reached, FY2025
6
Total assets, FY2025
$334k
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 50% of the organizations Bertsch Family Foundation funded were first-time grantees, receiving 1% of its grant dollars.

New vs renewed · share of each year

In FY2024, 99% of grant dollars renewed an existing relationship; $258 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
InternationalRecreation & SportsHealthEnvironmentArts & CultureAnimalsOther
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.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving9$17k56%
FY20242$30k50%
FY20234$19k0%
FY20229$15k44%
FY20217$17k43%
FY20205$17k40%
FY20193$14k67%
FY20183$18k33%
96% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Education$150kPhilanthropy$10kHealth$9kArts & Culture$4kInternational$2kReligion$1kRecreation & Sports$1kEnvironment$880Other$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

ME
NH
MI
NY
IA
OH
CA
VA
MD
AZ
DC
FL

Top grantees

Largest recipients by total granted, FY2017 to FY2025, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Emerson School Inc$129,16890%
Johns Hopkins University$11,30040%
Michigan State University$5,0256n/a
University of Michigan$5,00012%
American Heart Association Inc$2,00030%
CDO Nepal$1,50013%
Ann Arbor Figure Skating Club$1,00010%
David's House Inc$1,00010%
Historic Trinity Lutheran Church$1,0001n/a
Desert Botanical Garden Inc$88020%
Show all 15 grantees
All grantees of Bertsch Family Foundation by total granted
GranteeTotal grantedYearsShare of their budget
Emerson School Inc$129,16890%
Johns Hopkins University$11,30040%
Michigan State University$5,0256n/a
University of Michigan$5,00012%
American Heart Association Inc$2,00030%
CDO Nepal$1,50013%
Ann Arbor Figure Skating Club$1,00010%
David's House Inc$1,00010%
Historic Trinity Lutheran Church$1,0001n/a
Desert Botanical Garden Inc$88020%
Musical Instrument Museum$77320%
American University$50010%
Michigan Humane Society$50010%
Sacred Heart Community Service$50010%
Donorschooseorg$10110%

Plus 13 recipients with no EIN on record ($19k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Bertsch Family Foundation supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetEmerson School Inc: $129,168 over 9y, 0.3% of budgetJohns Hopkins University: $11,300 over 4y, 0.0% of budgetUniversity of Michigan: $5,000 over 1y, 2.4% of budgetAmerican Heart Association Inc: $2,000 over 3y, 0.0% of budgetCDO Nepal: $1,500 over 1y, 2.8% of budgetAnn Arbor Figure Skating Club: $1,000 over 1y, 0.1% of budgetDavid's House Inc: $1,000 over 1y, 0.1% of budgetDesert Botanical Garden Inc: $880 over 2y, 0.0% of budgetMusical Instrument Museum: $773 over 2y, 0.0% of budgetAmerican University: $500 over 1y, 0.0% of budgetMichigan Humane Society: $500 over 1y, 0.0% of budgetSacred Heart Community Service: $500 over 1y, 0.0% of budgetDonorschooseorg: $101 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 13.

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 set of overlaps that mostly run through this funder rather than between each other.

Amazonsmile FoundationWA3.2× affinity5 shared granteesties to 0 of 0Hover any node to trace its alignments.Compare side by side →

Open a dossier: 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.

Compare Bertsch Family Foundation with peer funders

About Bertsch Family Foundation

How much does Bertsch Family Foundation give?
Bertsch Family Foundation reported 9 grants totaling $16,607 in its FY2025 IRS filing. It funded between 2 and 9 organizations a year over FY2018 to FY2024.
What does Bertsch Family Foundation fund?
By grant dollars over FY2017 to FY2025, its largest causes are Education (84%), Philanthropy (6%), Health (5%).
Who are Bertsch Family Foundation's largest grantees?
By total granted over FY2017 to FY2025: Emerson School Inc ($129k), Johns Hopkins University ($11k), Michigan State University ($5k).
Does Bertsch Family Foundation fund new organizations?
In FY2024, 50% of the organizations it funded were first-time grantees.
Does Bertsch Family Foundation accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as Bertsch Family Foundation?
Its strongest co-funders, measured against what their size predicts, include Amazonsmile Foundation.
Where is Bertsch Family Foundation based?
Bertsch Family Foundation is based in AZ.

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 28 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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