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· Private foundation

Bruce a Fortier Charitable Trust

Its FY2025 filing reports that it accepted unsolicited grant applications.

$448k
Granted FY2023
10
Grants FY2023
1
States reached
$225k
Largest

Read this first · the figures below need context

78% of Bruce a Fortier Charitable Trust’s FY2025 grant dollars went to Defiance Area Foundation Inc, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2025 names 3 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2023, the last year Bruce a Fortier Charitable Trust named its own grantees at scale: 5 organizations, $448k. It is dated, not current.

Organizations named directly on the return

2
’22
5
’23
4
’24
3
’25

Amber years are those where most dollars went to a sponsor.

01What it funds
0197% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2022 to 2025.

Youth Development$445kRecreation & Sports$228kPhilanthropy$205kHuman Services$34kEducation$32kReligion$10kHealth$9kArts & Culture$900Other$0
02FY2023 · 10 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2023

  • Under $10k8 grants · $23k
  • $50k–250k2 grants · $425k
$3,750
Median grant
1
States reached
$184k
Total assets
Largest grants
RecipientAmount
WILDCAT YOUTH 32 ATHLETICS$225,000
LIFEWISE$200,000
GOOD SAMARITAN SCHOOL$7,238
Individual grant recipient$5,000
RAVENS CARE$3,750
NATIONWIDE CHILDREN'S OF TOLEDO$2,370
FIRST PRESBYTERIAN CHURCH$2,000
Individual grant recipient$1,068
WOLFPACK WRESTLING CLUB LLC$1,000
BLACK SWAMP ARTS COUNCIL$900
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 (FY22–25, $18k) land where the poverty rate runs at 11%, against an area that typically sits at 11%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 11%CHILDREN'S LANTERN: $5k → 11%RAVENS CARE: $5k → 11%RAVENS CARE: $5k → 11%RAVENS CARE: $4k → 11%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.
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.

66%of every dollar goes to organizations it has funded before.
$507k · 6 repeat orgs$263k to everyone else

Grantees it renews have grown median revenue +503% since the first grant, against -27% for those funded once.

6 repeat relationships: 5 still active in FY2023, 1 since wound down; 11 grantees were first funded in FY2023 (too recent to call). Read against FY2023, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

6
1

Total granted

$507k
$5k

Median revenue growth · since first grant

+503%
-27%

Still filing today

33%
100%

New vs renewed · share of each year

In FY2025, 91% of grant dollars renewed an existing relationship; $5k went to new ones.

50%100%’22’23’24’25
RenewedFirst-time

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

’22’23’24’25
Youth DevelopmentHuman ServicesArts & CultureCommunity ImprovementOther
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

  • LI
    LIFEWISE INC
    4× · 2022–2025 · $445k · revenue +503%
  • FP
    FIRST PRESBYTERIAN CHURCH
    3× · 2023–2025 · $23k
  • IG
    Individual grant recipient
    3× · 2022–2024 · $15k

Funded once

  • CL
    CHILDRENS LANTERN INC
    one grant, 2022 · $5k · revenue -27%
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
Delaware Youth Center Inc

Building a stronger community for our children

Human Services
2
Darke County Sheriff's Patrol

Social welfare organization

—
3
Wright County Childrens Home

Provide care, housing and training to displaced and disadvantaged children

Human Services
4
The United Way of Franklin County Association

Collection and distribuion of funds to non-profit agencies in franklin county area

—
5
Dewitt Volunteer Fire Department

Community fire safety

Public Safety & Disaster
6
United Way of Monroe County

Collect & distribute funds to approved agencies in monroe county alabama

Philanthropy
7
Steuben County Humane Society Inc

Welfare and care of animals

Animals
8
Bladen County Youth Focus Project

Provide intervention and education for vulnerable youthand young adults

Human Services
9
Lawrence County Industrial Development Council

To promote business development within lawrence county, illinois.

—
10
Denville Fire Dept Association Inc

The purpose of the association shall be to encourage the members of the denville fire dept in the preservation and protection of life and property from and during such fires and emergencies as may occur in the township of denville and…

Public Safety & Disaster
11
United Way of Wythe County Inc

Provides funding to affiliated non-profit agencies in wythe county and the surrounding area.

—
12
Ravenswood Volunteer Fire Department Inc

To serve the town of ravenswood and surrounding areas for fire and rescue.

Public Benefit
How this is measured
The grantee most central to the portfolio’s shape is United Way of Defiance County Inc; the most unlike its peers is Black Swamp Arts Council. 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

8 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. 8 of the 19 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.

1
Load-bearing (≥25% of a budget)
0
Early backer (in before they grew)
8/8
Grantees still filing
2/8
Grew since first funded

Where the money sits, by cause and then by grantee

LIFEWISE INC: $445,000 · Youth DevelopmentLIFEWISE INCWILDCAT YOUTH 32 ATHLETICS: $225,000 · Youth DevelopmentWILDCAT YOUTH 32 ATHLETICSDEFIANCE AREA FOUNDATION INC: $200,000 · OtherDEFIANCE AREA FOUNDATION INCFIRST PRESBYTERIAN CHURCH: $22,500 · OtherFIRST PRESBYTERIAN CHURCHIndividual grant recipient: $15,000 · OtherIndividual grant recipientFREE CHRISTIAN CHURCH: $10,000 · Other+9 more: $28,261 · Other+9 moreRAVENS CARE INC: $13,250 · Human ServicesCHILDRENS LANTERN INC: $5,000 · Human ServicesSHEPHERD CIRCLE: $5,000 · Community ImprovementBLACK SWAMP ARTS COUNCIL: $900 · Arts & Culture
Youth Development$670,000Other$275,761Human Services$18,250Community Improvement$5,000Arts & Culture$900

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10Mgrantee revenue →↑ funder's share of their budgetLIFEWISE INC: $445,000 over 4y, 1.5% of budgetWILDCAT YOUTH 32 ATHLETICS: $225,000 over 1y, 85% of budgetDEFIANCE AREA FOUNDATION INC: $200,000 over 1y, 9.5% of budgetRAVENS CARE INC: $13,250 over 3y, 4.8% of budgetUNITED WAY OF DEFIANCE COUNTY INC: $5,000 over 1y, 1.0% of budgetCHILDRENS LANTERN INC: $5,000 over 1y, 2.1% of budgetSHEPHERD CIRCLE: $5,000 over 1y, 4.9% of budgetBLACK SWAMP ARTS COUNCIL: $900 over 1y, 0.9% 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 LIFEWISE INC ↗
  • Who funds WILDCAT YOUTH 32 ATHLETICS ↗
  • Who funds DEFIANCE AREA FOUNDATION INC ↗
  • Who funds RAVENS CARE INC ↗
  • Who funds UNITED WAY OF DEFIANCE COUNTY INC ↗
  • Who funds CHILDRENS LANTERN INC ↗
  • Who funds SHEPHERD CIRCLE ↗
  • Who funds BLACK SWAMP ARTS COUNCIL ↗

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.

Premier Bank FoundationOH13.5× affinity4 shared granteesties to 1 of 1Hover any node to trace its alignments.Compare side by side →

Open a dossier: Premier Bank Foundation · 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 Bruce a Fortier Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Bruce a Fortier Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%6%23%51%90%funder's share of their income ↑0%1%3%4%5%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 · 0–5%
    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 Bruce a Fortier Charitable Trust?

    Find your warmest path to Bruce a Fortier Charitable Trust 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 19 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 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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