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· Private foundation

Bj Bertram Foundation Inc

Its FY2024 filing reports that it accepted unsolicited grant applications.

$19k
Granted FY2024still arriving
22
Grants FY2024still arriving
13
States reached
$10k
Largest
01What you fund
0185% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20192024.

Education$76kHealth$11kHousing & Shelter$10kPublic Benefit$7kScience & Tech$5kHuman Services$2kReligion$2kFood & Nutrition$1kOther$0
02FY2024 · 22 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

  • Under $10k21 grants · $9k
  • $10k–50k1 grant · $10k
$70
Median grant
13
States reached
$702k
Total assets
Largest grants
RecipientAmount
MARQUETTE HIGH SCHOOL$10,000
LITERACY VOLUNTEERS$6,000
JUDICIAL WATCH$1,000
Individual grant recipient$523
LELDF$200
ST JOSEPH INDIAN SCHOOL$198
St Labre Indian School$145
BOYSTOWN$126
USDSA$125
Individual grant recipient$100
DOCTORS WITHOUT BORDERS$70
AMERICAN DIABETES ASSOCIATION$66
DISABLED AMERICAN VETERANS$54
MARCH OF DIMES$44
Parkinson's Foundation$30
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:

Your human-services grants (FY22–24, $626) land where the poverty rate runs at 11%, against an area that typically sits at 11%. 53% of those dollars go to grantees based in above-average-need neighborhoods. Your grants spread fairly evenly across need levels.

area typical 11%BOYSTOWN: $170 → 12%BOYSTOWN: $126 → 12%SCOTTY FUND: $259 → 9%BOYSTOWN: $36 → 12%GUIDING EYES FOR THE BLIND: $35 → 9%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.

Which US states your grants reach

WA
MT
IL
WI
MI
NY
MA
SD
IN
CT
CA
CO
NE
MO
VA
MD
NM
KS
TN
SC
DC
GA
TX
FL

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.

62%of every dollar goes to organizations you’ve funded before.
$85k · 21 repeat orgs$52k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +16% since the first grant, against +13% for the ones you funded once.

21 repeat relationships — 10 still active in FY2024, 11 since wound down; 10 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

21
34

Total granted

$85k
$51k

Median revenue growth · since first grant

+16%
+13%

Still filing today

48%
35%

New vs renewed · share of each year

In FY2024, 94% of grant dollars renewed an existing relationship; $1k went to new ones.

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

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

’19’20’21’22’23’24
HealthEducationHuman ServicesPublic BenefitReligionInternationalOther

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

  • MU
    Marquette University
    3× · 2019–2022 · $30k · revenue +46%
  • JUDICIAL WATCH INC
    6× · 2019–2024 · $7k · revenue +40%
  • FF
    Father Flanagan's Boys' Home
    3× · 2022–2024 · $332 · revenue +9%

Funded once

  • CI
    CT INSTITUTE FOUNDATION
    one grant, 2021 · $10k
  • HO
    HOUSE OF MERCYgraduated
    one grant, 2019 · $10k · revenue +100%
  • IG
    Individual grant recipient
    one grant, 2021 · $10k

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
New York Genome Center Inc

Operate a state-of-the-art, world-class genomic research center that creates and uses advanced genomics to understand the genetic basis of disease. for more information, see schedule o.

Health
2
Memorial Sloan-Kettering Cancer Center

Leadership in the prevention, treatment, and cure of cancer through excellence, vision and cost effectiveness in patient care, outreach programs, research, and education.

Health
3
American Academy of Neurology

The Academy's mission is to enhance member career fulfillment and promote brain health for all.

Community Improvement
4
New York University

Nyu is a private university with approximately 60,000 matriculating students in 20 schools and institutes. nyu's primary missions are education, research and scholarship, and patient care.

Education
5
Federation of State Medical Boards of the United States Inc

The fsmb serves as the voice for state medical boards, supporting them through education, assessment, research and advocacy while providing services and initiatives that promote patient safety, quality health care and regulatory best…

Health
6
Disabilityin

The organization is the leading nonprofit resource for business disability inclusion worldwide. together with the world's leading brands, disability:in drives progress on disability inclusion through initiatives, tools, and expertise that…

Community Improvement
7
Dana-Farber Cancer Institute Inc

The mission of dfci is to provide expert, compassionate, and equitable care to children, adults, and their families, while advancing the understanding, diagnosis, treatment, cure, and prevention of cancer and related diseases. we train new…

Health
8
Banner -University Medical Group

Assist banner health complete its mission to make health care easier so life can be better by providing integrated & coordinated care & population health management.

Health
9
National Science and Technology Medals Foundation Inc

The nstmf's mission is to build inclusive stem communities across the united states. fundamental to these communities are the significant, inspirational connections we foster between the individuals who have received national recognition…

10
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

11
Mass General Brigham Incorporated & Affiliates Group Return

Mass general brigham incorporated is developing an integrated health care delivery system throughout the region that offers patients a continuum of coordinated, high-quality care.

Health
12
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

For reference, the grantee most central to the portfolio’s shape is March of Dimes Inc and the most unlike its peers is Promisek Incorporated. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

← shrinkinggrowing →↓ leaning in → pulling backsteadyElementary Literacy TutoringGovernment Accountability R…Cancer Support OrganizationsChild and Family ServicesPregnancy Support ServicesAnimal Rescue and AdoptionDevelopmental Disabilities …Land Conservation Organizat…Veteran Support ServicesEducation Equity LeadershipCommunity FoundationsPublic Library SupportFood Pantries & AssistanceFaith-Based Liberal Arts Co…
the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side
Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 67 years old; the field is 16. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number22%0%<5yr14%3%5–10yr19%0%10–20yr16%19%20–35yr13%23%35–55yr16%55%55yr+
THE FIELDby orgYOUR MONEYby value22%0%<5yr14%25%5–10yr19%0%10–20yr16%54%20–35yr13%14%35–55yr16%7%55yr+

The field is 22% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close 0.0% lost their exemption, against 13% of the field you don’t fund.

orgs you fund
0.0%0/33
the rest of the field
13%
240,396/1,819,532

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

31 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. 31 of the 69 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)
1
Early backer (in before they grew)
30/31
Grantees still filing
22/31
Grew since you first funded

Where your money sits — by cause, then by grantee

MARQUETTE HIGH SCHOOL — $20,000 · OtherMARQUETTE HIGH SCHOOLCT INSTITUTE FOUNDATION — $10,000 · OtherCT INSTITUTE FOUNDATIONIndividual grant recipient — $10,000 · OtherIndividual grant recipientIndividual grant recipient — $6,000 · OtherIndividual grant recipientHACKERSPACE — $5,000 · OtherHACKERSPACEPETER MCDONALD ENDOWMENT FUND — $5,000 · OtherPETER MCDONALD ENDOWMENT FUNDPROMISEK INCORPORATED — $3,000 · Other+41 more — $14,415 · Other+41 moreMarquette University — $30,000 · EducationMarquette UniversityLITERACY VOLUNTEERS OF GREATER WATERBURY — $14,543 · EducationLITERACY VOLUNTEERS OF GREATER WATERB…+3 more — $785 · EducationHOUSE OF MERCY — $10,000 · ReligionJUDICIAL WATCH INC — $7,000 · Public Benefit+2 more — $191 · Public BenefitTHE NATIONAL FEDERATION OF THE BLIND — $271 · HealthAMERICAN CANCER SOCIETY INC — $250 · HealthMAKE-A-WISH FOUNDATION OF CONNECTICUT INC — $225 · HealthAmerican Diabetes Association — $111 · HealthMARCH OF DIMES INC — $69 · Health+2 more — $50 · HealthFather Flanagan's Boys' Home — $332 · Human ServicesTHE SCOTTY FUND INC LINDA ANDERSON — $259 · Human ServicesGUIDING EYES FOR THE BLIND INC — $35 · Human ServicesTHE CONNECTICUT COMMUNITY FOUNDATION — $210 · PhilanthropyMARINE TOYS FOR TOTS FOUNDATION — $60 · Philanthropy
Other$73,415Education$45,328Religion$10,000Public Benefit$7,191Health$976Human Services$626Philanthropy$270

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

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetMarquette University — $30,000 over 3y, 0.0% of budgetLITERACY VOLUNTEERS OF GREATER WATERBURY — $14,543 over 6y, 2.3% of budgetHOUSE OF MERCY — $10,000 over 1y, 0.6% of budgetJUDICIAL WATCH INC — $7,000 over 6y, 0.0% of budgetPROMISEK INCORPORATED — $3,000 over 1y, 2.4% of budgetCONNECTICUT FOODSHARE INC — $1,080 over 1y, 0.0% of budgetTHE WELLSPRING FOUNDATION INC — $1,000 over 1y, 0.0% of budgetCYRENIUS H BOOTH LIBRARY — $500 over 1y, 0.0% of budgetFather Flanagan's Boys' Home — $332 over 3y, 0.0% of budgetTHE NATIONAL FEDERATION OF THE BLIND — $271 over 2y, 0.0% of budgetTHE SCOTTY FUND INC LINDA ANDERSON — $259 over 1y, 0.1% of budgetAMERICAN CANCER SOCIETY INC — $250 over 1y, 0.0% of budgetHILLSDALE COLLEGE — $250 over 1y, 0.0% of budgetPACIFIC CLINICS — $250 over 1y, 0.0% of budgetMAKE-A-WISH FOUNDATION OF CONNECTICUT INC — $225 over 2y, 0.0% of budgetTHE CONNECTICUT COMMUNITY FOUNDATION — $210 over 1y, 0.0% of budgetMEDECINS SANS FRONTIERES USA INC — $140 over 3y, 0.0% of budgetAmerican Diabetes Association — $111 over 3y, 0.0% of budgetLeadership Institute — $100 over 1y, 0.0% of budgetDISABLED AMERICAN VETERANS LEE HARTELL 25 CHAPTER — $91 over 2y, 0.1% of budgetMARCH OF DIMES INC — $69 over 2y, 0.0% of budgetMARINE TOYS FOR TOTS FOUNDATION — $60 over 1y, 0.0% of budgetThe American Legion — $50 over 1y, 0.0% of budgetGUIDING EYES FOR THE BLIND INC — $35 over 1y, 0.0% of budgetSTEPHEN SILLER TUNNEL TO TOWERS FOUNDATION — $35 over 1y, 0.0% of budgetPARKINSON'S FOUNDATION INC — $30 over 1y, 0.0% of budgetEASTER SEALS INC — $25 over 1y, 0.0% of budgetTHE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS — $20 over 1y, 0.0% of budgetAmerican Heart Association Inc — $20 over 1y, 0.0% of budgetFeeding America — $18 over 1y, 0.0% of budgetTHE NATURE CONSERVANCY — $15 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 Marquette University
  • Who funds LITERACY VOLUNTEERS OF GREATER WATERBURY
  • Who funds HOUSE OF MERCY
  • Who funds JUDICIAL WATCH INC
  • Who funds PROMISEK INCORPORATED
  • Who funds CONNECTICUT FOODSHARE INC
  • Who funds THE WELLSPRING FOUNDATION INC
  • Who funds CYRENIUS H BOOTH LIBRARY
  • Who funds Father Flanagan's Boys' Home
  • Who funds THE NATIONAL FEDERATION OF THE BLIND
  • Who funds THE SCOTTY FUND INC LINDA ANDERSON
  • Who funds AMERICAN CANCER SOCIETY INC
  • Who funds HILLSDALE COLLEGE
  • Who funds PACIFIC CLINICS
  • Who funds MAKE-A-WISH FOUNDATION OF CONNECTICUT INC
  • Who funds THE CONNECTICUT COMMUNITY FOUNDATION
  • Who funds MEDECINS SANS FRONTIERES USA INC
  • Who funds American Diabetes Association

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.

Fidelity Investments Charitable Gift FundMA4.1× affinity5 shared granteesties to 1 of 1Hover any node to trace its alignments.Compare side by side →

Open a dossier: Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

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 Bj Bertram 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, a single department, or state — and drag the year to watch it move.

2024
202122232425
no gov · 30%0%1%3%5%your share of their income ↑0%13%25%38%50%share of the org’s income from governmentmedian 2%
  • Connecticut Foodshare Inc5% of income from government
  • The National Federation of the Blind2% of income from government
  • Cyrenius H Booth Library0% of income from government
  • The Wellspring Foundation Inc0% of income from government
no gov moneyreceives it· size = income
3get no government money at all
4report 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, 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 Bj Bertram Foundation Inc?

Find your warmest path to Bj Bertram 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 69 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 2024, released 2024. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

More from the funding graph