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· Private foundation

Bertsch Family Foundation

Its FY2025 filing reports that it accepted unsolicited grant applications.

$17k
Granted FY2025still arriving
9
Grants FY2025still arriving
6
States reached
$11k
Largest
01What it funds
0196% 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
02FY2025 · 9 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k8 grants · $6k
  • $10k–50k1 grant · $11k
$515
Median grant
6
States reached
$334k
Total assets
Largest grants
RecipientAmount
EMERSON SCHOOL$10,676
JOHNS HOPKINS WHITING SCHOOL OF ENG$1,500
SHELBY COUNTY HISTORICAL MUSEUM$1,000
MICHIGAN STATE UNIVERSITY$1,000
MUSICAL INSTRUMENT MUSEUM$515
DESERT BOTANICAL GARDEN$500
SACRED HEART COMMUNITY SERVICE$500
AMERICAN UNIVERSITY$500
HALL OF FLAME FIRE MUSEUM$416
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 (FY25–25, $500) land where the poverty rate runs at 8%, against an area that typically sits at 10%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 10%SACRED HEART COMMUNITY SERVICE: $500 → 8%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

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

91%of every dollar goes to organizations it has funded before.
$163k · 10 repeat orgs$16k to everyone else

10 repeat relationships: 4 still active in FY2025, 6 since wound down; 5 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

10
13

Total granted

$163k
$12k

Median revenue growth · since first grant

+33%
+61%

Still filing today

50%
46%

New vs renewed · share of each year

In FY2025, 76% of grant dollars renewed an existing relationship; $4k 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
EducationHealthInternationalHuman ServicesRecreation & SportsEnvironmentOther
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

  • ES
    EMERSON SCHOOL INC
    9× · 2017–2025 · $129k · revenue +39%
  • JOHNS HOPKINS UNIVERSITY
    4× · 2017–2023 · $11k · revenue +64%
  • AH
    American Heart Association Inc
    3× · 2017–2021 · $2k · revenue +33%

Funded once

  • UO
    University of Michigangraduated
    one grant, 2017 · $5k · revenue +202%
  • CN
    CDO Nepal
    one grant, 2021 · $2k · revenue -23%
  • AA
    Ann Arbor Figure Skating Clubgraduated
    one grant, 2022 · $1k · revenue +29%
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
President and Fellows of Harvard College

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

Education
3
Massachusetts Institute of Technology

The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.

Education
4
Dickinson College

Dickinson college provides a useful, innovative and interdisciplinary education in the liberal arts and sciences to prepare students to lead rich and fulfilling lives of engaged global citizenship

Education
5
Boston Architectural College

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

—
6
Lehigh University

The university's goal in the coming decade is to advance learning through the integration of teaching, research and service to others. the core of this goal is to prepare graduates to engage with the world and lead lives of meaning. to do…

Education
7
Augustana College

Rooted in the liberal arts & sciences & lutheran expression of the christian faith, & is committed to offering a challenging education that develops qualities of mind, spirit, & body necessary for a rewarding life of leadership & service…

Education
8
Manhattanville University

To educate students to be ethical and socially responsible leaders in a global community.

Education
9
Michigan Virtual University

Maximize learning and teaching by bringing together the best in people and technology.

Education
10
Association for Computing Machinery Inc

We are an intl. scientific & educational org. dedicated to advancing art, science & technology.

Science & Tech
11
University of Miami

See Form 990, Part I, Line 1, Description of Organization Mission.

Education
12
Academy of International Business

We create, nurture, and empower a global community of scholars focused on creating, advancing, and disseminating knowledge in international business research, education, policy, and practice.

Education
How this is measured
The grantee most central to the portfolio’s shape is Michigan Humane Society; the most unlike its peers is Cdo Nepal. 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

13 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. 13 of the 28 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)
2
Early backer (in before they grew)
13/13
Grantees still filing
8/13
Grew since first funded

Where the money sits, by cause and then by grantee

EMERSON SCHOOL INC: $129,168 · EducationEMERSON SCHOOL INCJOHNS HOPKINS UNIVERSITY: $11,300 · EducationJOHNS HOPKINS UNIVERSITY+2 more: $601 · EducationUNITED WAY: $10,000 · OtherUNITED WAYMICHIGAN STATE UNIVERSITY: $5,025 · OtherMICHIGAN STATE UNIV…University of Michigan: $5,000 · OtherUniversity of Michi…UC BERKELEY FOUNDATION: $2,000 · OtherUC BERKELEY FOUNDAT…JOHNS HOPKINS WHITING SCHOOL OF ENG: $1,500 · OtherSHELBY CO HISTORICAL MUSEUM: $1,500 · Other+12 more: $5,521 · Other+12 moreAmerican Heart Association Inc: $2,000 · HealthDAVID'S HOUSE INC: $1,000 · HealthCDO Nepal: $1,500 · InternationalAnn Arbor Figure Skating Club: $1,000 · Recreation & SportsDESERT BOTANICAL GARDEN INC: $880 · EnvironmentMUSICAL INSTRUMENT MUSEUM: $773 · Arts & Culture
Education$141,069Other$30,546Health$3,000International$1,500Recreation & Sports$1,000Environment$880Arts & Culture$773

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 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
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 EMERSON SCHOOL INC ↗
  • Who funds JOHNS HOPKINS UNIVERSITY ↗
  • Who funds University of Michigan ↗
  • Who funds American Heart Association Inc ↗
  • Who funds CDO Nepal ↗
  • Who funds Ann Arbor Figure Skating Club ↗
  • Who funds DAVID'S HOUSE INC ↗
  • Who funds DESERT BOTANICAL GARDEN INC ↗
  • Who funds MUSICAL INSTRUMENT MUSEUM ↗
  • Who funds AMERICAN UNIVERSITY ↗
  • Who funds MICHIGAN HUMANE SOCIETY ↗
  • Who funds SACRED HEART COMMUNITY SERVICE ↗
  • Who funds DONORSCHOOSEORG ↗

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.

How much its grantees rely on government

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

2025
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 11%
  • Johns Hopkins University: 11% of income from government
no gov moneyreceives it· size = income
0get no government money at all
2report 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.

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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