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· Private foundation

Herman & Irene Gertz Foundation First Merchants Bank Pwa Trustee

Its FY2025 filing reports that it accepted unsolicited grant applications.

$90k
Granted FY2025still arriving
26
Grants FY2025still arriving
6
States reached
$13k
Largest
01What you fund
01

What you funded, over time

By grantee IRS cause code (NTEE).

A cause breakdown isn’t shown here: 89% of HERMAN & IRENE GERTZ FOUNDATION FIRST MERCHANTS BANK PWA TRUSTEE’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.

02FY2025 · 26 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2025

  • Under $10k24 grants · $66k
  • $10k–50k2 grants · $25k
$2,000
Median grant
6
States reached
$1.1M
Total assets
Largest grants
RecipientAmount
PRESQUE ISLE CNY SHERIFF$13,000
COMMUNITY FOUNDATION OF MONROE$11,500
Individual grant recipient$9,000
MONROE CO HISTORICAL SOCIETY$5,750
RIVER RAISIN CENTER FOR ARTS$5,750
FULL LIFE ASSEMBLY OF GOD$5,500
ANN & ROBERT LURIE CHILDREN'S HOSPITAL OF CHICAGO FOUNDATION$4,500
LEE HEALTH FOUNDATION$4,000
MILLERSBURG VOLUNTEER FIRE DEPT$4,000
Individual grant recipient$4,000
BRIGHTON ASSEMBLY OF GOD$3,000
FRATERNAL ORDER OF EAGLES$2,500
Individual grant recipient$2,000
VALLEY ASSEMBLY OF GOD$2,000
MONROE FAMILY YMCA$2,000
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 (FY17–25, $52k) land where the poverty rate runs at 11%, against an area that typically sits at 10%. 18% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.

area typical 10%MONROE FAMILY YMCA: $6k → 10%LIFE CHALLENGE OF SOUTHEASTERN MI: $2k → 21%MONROE FAMILY YMCA: $6k → 10%LIFE CHALLENGE OF SOUTHEASTERN MI: $2k → 21%MONROE FAMILY YMCA: $6k → 10%LIFE CHALLENGE OF SOUTHEASTERN MI: $2k → 21%LIFE CHALLENGE OF SOUTHEASTERN MI: $1k → 21%MONROE FAMILY YMCA: $5k → 10%LIFE CHALLENGE OF SOUTHEASTERN MI: $500 → 21%MONROE FAMILY YMCA: $3k → 10%FRIENDS TOGETHER: $1k → 16%LIFE CHALLENGE OF SOUTHEASTERN MI: $500 → 21%MONROE FAMILY YMCA: $3k → 10%MONROE FAMILY YMCA: $3k → 10%FRIENDS TOGETHER: $500 → 16%MONROE FAMILY YMCA: $3k → 10%HEARTS CRI MICHIGAN INC: $2k → 5%MONROE FAMILY YMCA: $2k → 10%HEARTS CRI MICHIGAN INC: $1k → 5%HEARTS CRI MICHIGAN INC: $1k → 5%HEARTS CRI MICHIGAN INC: $1k → 5%HEARTS CRI MICHIGAN INC: $1k → 5%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.

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.

89%of every dollar goes to organizations you’ve funded before.
$537k · 29 repeat orgs$68k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +12% since the first grant, against 0% for the ones you funded once.

29 repeat relationships — 19 still active in FY2025, 10 since wound down; 7 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

29
14

Total granted

$537k
$35k

Median revenue growth · since first grant

+12%
0%

Still filing today

28%
7%

New vs renewed · share of each year

In FY2025, 63% of grant dollars renewed an existing relationship; $33k 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
Human ServicesHealthYouth DevelopmentOther

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

  • MC
    MONROE COUNTY HISTORICAL SOCIETY
    7× · 2017–2024 · $40k · revenue +76%
  • TY
    THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF MONROE MICHIGAN
    9× · 2017–2025 · $37k · revenue +140%
  • LC
    LIFE CHALLENGE OF SOUTHEASTERN MICHIGAN
    6× · 2018–2023 · $8k · revenue +12%

Funded once

  • WM
    WEST MICHIGAN ADAPTIVE DIVING
    one grant, 2017 · $5k
  • CT
    CASE TOWNSHIP FIRE DEPT
    one grant, 2017 · $5k
  • IG
    Individual grant recipient
    one grant, 2024 · $5k

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
Children's Health Care

We champion the health needs of children and families. we are committed to improving children's health by providing the highest-quality, family centered care, advanced through research and education.

Health
2
Methodist Healthcare-Memphis Hospitals

Methodist le bonheur healthcare, in partnership with its medical staffs, will collaborate with patients and their families to be the leader in providing high quality, cost-effective patient-and family-centered care. services will be…

Health
3
Illinois Children's Healthcare Foundation
Human Services
4
Riordan Clinic Inc

To provide medical research and education and to serve in ways that stimulates an epidemic of health among those interested in improving their well-being.

5
Children's Hospital & Research Center At Oakland

The mission of children's hospital & research center at oakland is to protect and advance the health and well-being of children through clinical care, teaching and research.

Health
6
Phoenix Children's Hospital Foundation

Phoenix children's hospital foundation supports phoenix children's hospital through fundraising ensuring that the hospital continues to stay on the leading edge of pediatric medicine and is equipped to fulfill its mission to advance hope,…

Health
7
Rehabilitation Institute of Chicago

SRAlab is dedicated to providing the best patient outcomes through the highest-quality clinical care, translational research, scientific discovery and education.

Health
8
Rush University Medical Center

The mission of Rush is to improve the health of the individuals and diverse communities we serve through the integration of outstanding patient care, education, research and community partnerships.

Health
9
Stanley Manne Childrens Research Institute

Stanley manne children's research institute strives to generate new knowledge and advance the prevention, diagnosis, and treatment of pediatric diseases.

Health
10
Children's Hospital of Chicago Medical Center

We are dedicated to the health and well-being of all children. as the pediatric teaching facility for the northwestern university feinberg school of medicine, this commitment drives us to be a leader in: -pediatric health care delivery…

Health
11
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
12
Mcleod Physician Associates Ii

Mcleod physician associates ii operates as a part of the mcleod health system. the mission of mcleod health is to improve the overall health and well being of people living within south carolina and eastern north carolina by providing…

Health

For reference, the grantee most central to the portfolio’s shape is Ann & Robert H Lurie Children's Hospital of Chicago Foundation and the most unlike its peers is National Tuberous Sclerosis Association. 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 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. 10 of the 50 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)
2
Early backer (in before they grew)
10/10
Grantees still filing
6/10
Grew since you first funded

Where your money sits — by cause, then by grantee

COMMUNITY FOUNDATION OF MONROE — $105,100 · OtherCOMMUNITY FOUNDATION OF MONROERIVER RAISIN CENTRE FOR THE ARTS INC — $55,800 · OtherRIVER RAISIN CENTRE FOR THE ARTS INCIndividual grant recipient — $41,900 · OtherIndividual grant recipientMONROE COUNTY HISTORICAL SOCIETY — $39,550 · OtherMONROE COUNTY HISTORICAL SOCIETYTOWNSHIP OF CASE MILLERSBURG — $39,000 · OtherTOWNSHIP OF CASE MILLERSBURGBRIGHTON ASSEMBLY OF GOD — $34,000 · OtherBRIGHTON ASSEMBLY OF GODIndividual grant recipient — $33,600 · OtherIndividual grant recipientIndividual grant recipient — $18,000 · Other+34 more — $171,950 · Other+34 moreTHE YOUNG MEN'S CHRISTIAN ASSOCIATION OF MONROE MICHIGAN — $37,000 · Human ServicesTHE YOUNG…LIFE CHALLENGE OF SOUTHEASTERN MICHIGAN — $8,000 · Human ServicesLIFE CHAL…HEARTS CRI MICHIGAN INC RHONDA R TRASK — $5,500 · Human ServicesHEARTS CR…+1 more — $1,500 · Human ServicesAnn & Robert H Lurie Children's Hospital of Chicago Foundation — $4,500 · HealthAnn & Robert H Lurie Children's Hospital of Chicago — $4,000 · HealthNATIONAL TUBEROUS SCLEROSIS ASSOCIATION — $1,500 · HealthTHE POWER COMPANY KIDS CLUB — $4,000 · Youth Development
Other$538,900Human Services$52,000Health$10,000Youth Development$4,000

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 budgetRIVER RAISIN CENTRE FOR THE ARTS INC — $55,800 over 9y, 1.9% of budgetMONROE COUNTY HISTORICAL SOCIETY — $39,550 over 7y, 14% of budgetTHE YOUNG MEN'S CHRISTIAN ASSOCIATION OF MONROE MICHIGAN — $37,000 over 9y, 0.2% of budgetLIFE CHALLENGE OF SOUTHEASTERN MICHIGAN — $8,000 over 6y, 0.1% of budgetHEARTS CRI MICHIGAN INC RHONDA R TRASK — $5,500 over 5y, 8.8% of budgetTHE POWER COMPANY KIDS CLUB — $4,000 over 3y, 0.2% of budgetAnn & Robert H Lurie Children's Hospital of Chicago — $4,000 over 1y, 0.0% of budgetNATIONAL TUBEROUS SCLEROSIS ASSOCIATION — $1,500 over 2y, 0.0% of budgetFRIENDS TOGETHER — $1,500 over 2y, 0.2% 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 RIVER RAISIN CENTRE FOR THE ARTS INC
  • Who funds MONROE COUNTY HISTORICAL SOCIETY
  • Who funds THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF MONROE MICHIGAN
  • Who funds LIFE CHALLENGE OF SOUTHEASTERN MICHIGAN
  • Who funds HEARTS CRI MICHIGAN INC RHONDA R TRASK
  • Who funds Ann & Robert H Lurie Children's Hospital of Chicago Foundation
  • Who funds THE POWER COMPANY KIDS CLUB
  • Who funds Ann & Robert H Lurie Children's Hospital of Chicago

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 FundMA3× affinity4 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 Herman & Irene Gertz Foundation First Merchants Bank Pwa Trustee 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 or a single department — and drag the year to watch it move.

2024
202122232425
no gov · 10%1%4%8%15%your share of their income ↑0%1%3%4%5%share of the org’s income from government
    no gov moneyreceives it· size = income
    1get no government money at all
    3report 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, 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 Herman & Irene Gertz Foundation First Merchants Bank Pwa Trustee?

    Find your warmest path to Herman & Irene Gertz Foundation First Merchants Bank Pwa Trustee 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 50 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 2025, released 2025. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

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