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Hoertkorn Family Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$214k
Granted FY2025still arriving
28
Grants FY2025still arriving
7
States reached
$35k
Largest
01What it funds
0199% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Education$436kReligion$197kHealth$147kArts & Culture$33kInternational$23kPhilanthropy$22kFood & Nutrition$9kHousing & Shelter$8kOther$0
02FY2025 · 28 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k19 grants · $59k
  • $10k–50k9 grants · $155k
$5,000
Median grant
7
States reached
$2.7M
Total assets
Largest grants
RecipientAmount
ST JOHNS EPISCOPAL CHURCH$35,000
SUCCESS ACADEMY CHARTER SCHOOLS$35,000
MEMORIAL SLOAN KETTERING CANCER$25,000
TOWN SCHOOL$10,000
THE V FOUNDATION$10,000
UCSF FOUNDATION$10,000
THE ANAL CANCER FOUNDATION$10,000
THE BRANSON SCHOOL$10,000
MD ANDERSON CANCER CENTER$10,000
WALDORF SCHOOL ON ROARING FORK$5,000
SEASON OF SHARING FUND$5,000
BRIDGE THE GAP COLLEGE PREP$5,000
ASPIRE PUBLIC SCHOOLS$5,000
KIPP FOUNDATION$5,000
COLORADO ROCKY MOUNTAIN SCHOOL$5,000
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 (FY21–24, $9k) 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%BY THE BAY HEALTH: $200 → 8%FAIRFAX-SAN ANSELMO CHILDREN'S CENTER: $3k → 8%FAIRFAX-SAN ANSELMO CHILDREN'S CENTER: $2k → 8%FAIRFAX-SAN ANSELMO CHILDREN'S CENTER: $2k → 8%FAIRFAX-SAN ANSELMO CHILDREN'S CENTER: $2k → 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

WI
NY
MA
OR
CA
CO
MD
TN
NC
DC
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.

93%of every dollar goes to organizations it has funded before.
$1.0M · 33 repeat orgs$81k to everyone else

Grantees it renews have grown median revenue +45% since the first grant, against +41% for those funded once.

33 repeat relationships: 23 still active in FY2025, 10 since wound down; 4 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

33
13

Total granted

$1.0M
$62k

Median revenue growth · since first grant

+45%
+41%

Still filing today

58%
54%

New vs renewed · share of each year

In FY2025, 91% of grant dollars renewed an existing relationship; $20k 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
EducationHuman ServicesHealthEnvironmentArts & CultureYouth DevelopmentOther
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

  • SA
    SUCCESS ACADEMY CHARTER SCHOOLS INC
    9× · 2017–2025 · $165k · revenue +184%
  • TB
    THE BRANSON SCHOOL
    9× · 2017–2025 · $87k · revenue +97%
  • BT
    Bridge the Gap College Prep
    7× · 2019–2025 · $80k · revenue +142%

Funded once

  • UU
    UNICEF - UKRAINE RELIEF
    one grant, 2022 · $23k
  • IG
    Individual grant recipient
    one grant, 2017 · $10k
  • BI
    BUCK INSTITUTE FOR RESEARCH ON AGINGgraduated
    one grant, 2021 · $10k · revenue +41%
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
The San Francisco School

A private school that cultivates and celebrates the intellectual, imaginative, and humanitarian promise of each student in a community that practices mutual respect, embraces diversity, and inspires passion for learning.

—
2
The International School of San Francisco

Guided by the principles of academic rigor and diversity, the international school of san francisco offers programs of study in french and english to prepare its graduates for a world in which the ability to think critically and to…

Education
3
Marin Academy

Marin academy asks every individual to think, question, and create in an environment of encouragement and compassion, and challenges each person to accept the responsibilities posed by education in a democratic society.

Education
4
San Francisco Friends School

At san francisco friends school, students learn in a community grounded in the quaker values of reflection, integrity, peaceful problem-solving and stewardship. our teachers challenge students with a dynamic curriculum that inspires…

Education
5
Bridges Charter School

Our mission is to educate the whole child using a combination of innovative curriculum and instruction along with social/emotional education embedded in the program. students will be enabled to reach their innate intellectual, creative,…

Education
6
Silicon Schools Fund Inc

The mission of the silicon schools fund is to improve education through supporting the launch of excellent new schools, improving academic instruction in existing schools, and by funding some of the boldest innovations in education…

Education
7
Mark Day School

Innovative and full of heart, mark day school nurtures each child to pursue their curiosity, think critically, embrace challenge with courage and joy, and work in partnership with others to build more caring and inclusive communities.

—
8
San Francisco University High School

At san franicisco university high school, we engage our community of diverse voices in a transformational experience that embraces the spirited pursuit of learning and empowers purpose larger than self.

Education
9
San Francisco Girls' School

To educate and inspire girls to become innovators and leaders in stem.

—
10
The College Preparatory School

At college prep we believe in the foundational importance of scholarship, the value of dialogue, and the need for academically curious young people to belong to a kind, creative, diverse and joyful community. we challenge our students to…

Education
11
Crossroads School for Arts and Sciences

Crossroads is an independent school for approximately 1,200 students.

Education
12
Presidio Hill School

Presidio hill school is a co-ed k-8 independent, progressive school. learning is collaborative and an active experience with an emphasis on inquiry. students are engaged in their own learning and guided by an expert faculty through a…

Education
How this is measured
The grantee most central to the portfolio’s shape is Success Academy Charter Schools Inc; the most unlike its peers is Town of Ross Property Owners 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

28 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. 28 of the 50 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)
4
Early backer (in before they grew)
28/28
Grantees still filing
24/28
Grew since first funded

Where the money sits, by cause and then by grantee

ST JOHNS EPISCOPAL CHURCH: $225,725 · OtherST JOHNS EPISCOPAL CHURCHMEMORIAL SLOAN KETTERING CANCER: $75,000 · OtherMEMORIAL SLOAN KETTERING CANCERTHE ANAL CANCER FOUNDATION: $42,500 · OtherTHE ANAL CANCER FOUNDATIONTOWN SCHOOL: $24,000 · OtherUNICEF - UKRAINE RELIEF: $23,000 · Other+23 more: $156,300 · Other+23 moreSUCCESS ACADEMY CHARTER SCHOOLS INC: $164,500 · EducationSUCCESS ACADEMY CHARTER SCHOOLS INCTHE BRANSON SCHOOL: $86,500 · EducationTHE BRANSON SCHOOLUNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION: $40,000 · EducationUNIVERSITY OF CALIFORNIA SAN FRANCISCO FOU…ASPIRE PUBLIC SCHOOLS: $31,000 · EducationASPIRE PUBLIC SCHOOLSKIPP FOUNDATION: $31,000 · EducationKIPP FOUNDATIONRoss School Foundation: $30,000 · EducationRoss School Foundation+6 more: $33,800 · Education+6 moreBridge the Gap College Prep: $80,000 · Youth DevelopmentDON'T EVER GIVE UP INC: $12,000 · HealthST JUDE CHILDREN'S RESEARCH HOSPITAL INC: $10,000 · Health+1 more: $400 · HealthMarin Art and Garden Center: $15,100 · EnvironmentNATUREBRIDGE: $1,000 · EnvironmentFairfax-San Anselmo Childrens Center: $8,500 · Human ServicesAgape Farmhands: $2,500 · Human Services+1 more: $200 · Human ServicesBUCK INSTITUTE FOR RESEARCH ON AGING: $10,000 · Social Science
Other$546,525Education$416,800Youth Development$80,000Health$22,400Environment$16,100Human Services$11,200Social Science$10,000

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 budgetSUCCESS ACADEMY CHARTER SCHOOLS INC: $164,500 over 9y, 0.0% of budgetTHE BRANSON SCHOOL: $86,500 over 9y, 0.1% of budgetBridge the Gap College Prep: $80,000 over 7y, 1.4% of budgetUNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION: $40,000 over 4y, 0.0% of budgetASPIRE PUBLIC SCHOOLS: $31,000 over 9y, 0.0% of budgetKIPP FOUNDATION: $31,000 over 9y, 0.0% of budgetRoss School Foundation: $30,000 over 6y, 0.3% of budgetMarin Art and Garden Center: $15,100 over 5y, 0.5% of budgetTRUSTEES OF BOSTON UNIVERSITY: $15,000 over 9y, 0.0% of budgetROSS VALLEY NURSERY SCHOOL: $12,850 over 6y, 0.5% of budgetDON'T EVER GIVE UP INC: $12,000 over 2y, 0.0% of budgetCOLORADO ROCKY MOUNTAIN SCHOOL INC: $11,000 over 3y, 0.0% of budgetBUCK INSTITUTE FOR RESEARCH ON AGING: $10,000 over 1y, 0.0% of budgetST JUDE CHILDREN'S RESEARCH HOSPITAL INC: $10,000 over 1y, 0.0% of budgetADOPT A FAMILY OF MARIN: $9,750 over 9y, 0.1% of budgetSAN FRANCISCO FOOD BANK: $9,500 over 9y, 0.0% of budgetOREGON SHAKESPEARE FESTIVAL ASSOCIATION INC: $8,550 over 6y, 0.0% of budgetFairfax-San Anselmo Childrens Center: $8,500 over 4y, 0.2% of budgetTHE NEW VILLAGE SCHOOL: $6,000 over 2y, 0.2% of budgetCHRONICLE SEASON OF SHARING FUND: $5,000 over 1y, 0.0% of budgetTOWN OF ROSS PROPERTY OWNERS ASSOCIATION: $3,200 over 8y, 0.6% of budget10000 DEGREES: $2,600 over 1y, 0.0% of budgetAgape Farmhands: $2,500 over 1y, 0.9% of budgetNATUREBRIDGE: $1,000 over 1y, 0.0% of budgetALS Network: $400 over 1y, 0.0% of budgetLITTLE MOUNTAIN PRESCHOOL: $350 over 1y, 0.1% of budgetBY THE BAY HEALTH: $200 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 SUCCESS ACADEMY CHARTER SCHOOLS INC ↗
  • Who funds THE BRANSON SCHOOL ↗
  • Who funds Bridge the Gap College Prep ↗
  • Who funds UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION ↗
  • Who funds ASPIRE PUBLIC SCHOOLS ↗
  • Who funds KIPP FOUNDATION ↗
  • Who funds Ross School Foundation ↗
  • Who funds Marin Art and Garden Center ↗
  • Who funds TRUSTEES OF BOSTON UNIVERSITY ↗
  • Who funds ROSS VALLEY NURSERY SCHOOL ↗
  • Who funds DON'T EVER GIVE UP INC ↗
  • Who funds COLORADO ROCKY MOUNTAIN SCHOOL INC ↗
  • Who funds BUCK INSTITUTE FOR RESEARCH ON AGING ↗
  • Who funds ST JUDE CHILDREN'S RESEARCH HOSPITAL INC ↗
  • Who funds ADOPT A FAMILY OF MARIN ↗
  • Who funds SAN FRANCISCO FOOD BANK ↗
  • Who funds OREGON SHAKESPEARE FESTIVAL ASSOCIATION INC ↗
  • Who funds Fairfax-San Anselmo Childrens Center ↗
  • Who funds THE NEW VILLAGE SCHOOL ↗
  • Who funds CHRONICLE SEASON OF SHARING FUND ↗
  • Who funds TOWN OF ROSS PROPERTY OWNERS ASSOCIATION ↗
  • Who funds 10000 DEGREES ↗
  • Who funds Agape Farmhands ↗

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.

Marin Community FoundationCA24.2× affinity10 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Marin Community Foundation · Jewish Community Federation of San Francisco the Peninsula Marin & Sonoma · McNabb Foundation · Gordon E and Betty I Moore Foundation · Dan and Stacey Case Family Foundation · Leonard & Beryl Buck Foundation · American Endowment Foundation · The Ayco Charitable Foundation · The San Francisco Foundation · Silicon Valley Community Foundation · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · Morgan Stanley Global Impact Funding Trust Inc

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 Hoertkorn Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Hoertkorn Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%15%30%45%60%share of the org’s income from government →median 12%
  • Trustees of Boston University: 12% of income from government
  • Oregon Shakespeare Festival Association Inc: 0% of income from government
no gov moneyreceives it· size = income
0get no government money at all
7report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–60%
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 50 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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