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· Private foundation

Joanie Jeanne and Howard Bernard Foundation

Its FY2023 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$93M
Granted FY2023
1
Grants FY2023
1
States reached
$93M
Largest
01What you fund
0192% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20202023.

Philanthropy$94MAnimals$4.5MCommunity Improvement$1.1MOther$0
02FY2023 · 1 grant

Where the money goes

Your grants by size, and where they go.

$93,406,507
Median grant
1
States reached
$0
Total assets
Largest grants
RecipientAmount
THE JOANIE BERNARD FOUNDATION$93,406,507
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:

Dollar for dollar, your grants (FY20–22) land where the poverty rate runs at 14%, against an area that typically sits at 10%. 81% of your dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 10%CLERMONT ANIMAL CARE HUMANE SOCIETY: $370k → 9%ADVOCATES FOR ANIMALS FELINE: $25k → 9%HUMANE SOCIETY OF GREATER DAYTON: $250k → 14%CINCINNATI ZOO & BOTANICAL GARDEN: $171k → 16%HUMANE SOCIETY OF ADAMS COUNTY: $25k → 20%BANFIELD FOUNDATION: $38k → 9%NORTHERN KENTUCKY AREA DEVELOPMENT: $150k → 7%HORIZON COMMUNITY FUNDS OF: $500k → 11%BLUEGRASS AREA DEVELOPMENT DISTRICT: $250k → 15%UNITED SPAY ALLIANCE: $5k → 7%LEAGUE FOR ANIMAL WELFARE: $20k → 9%ADVOCATES 4 ANIMALS FELINE: $25k → 9%CINCINNATI ZOO & BOTANICAL GARDEN: $109k → 16%NORTHERN KENTUCKY AREA DEVELOPMENT: $150k → 7%BLUEGRASS AREA DEVELOPMENT DISTRICT: $250k → 11%BLUEGRASS AREA DEVELOPMENT DISTRICT: $200k → 15%LEAGUE FOR ANIMAL WELFARE: $10k → 9%ADVOCATES 4 ANIMALS FELINE: $25k → 9%CINCINNATI ZOO & BOTANICAL GARDEN: $109k → 16%NORTHERN KENTUCKY AREA DEVELOPMENT: $150k → 7%CINCINNATI ANIMAL CARE: $586k → 16%HORIZON COMMUNITY FUNDS OF: $500k → 7%MY FURRY VALENTINE: $60k → 16%OHIO ALLEYCAT RESOURCE &: $500k → 16%OHIO ALLEYCAT RESOURCE &: $175k → 16%SAVE THE ANIMALS FOUNDATION: $100k → 16%SAVE THE ANIMALS FOUNDATION: $100k → 16%SAVE THE ANIMALS FOUNDATION: $25k → 16%MY FURRY VALENTINE: $50k → 16%SCRATCHING POST INC: $50k → 16%SPCA CINCINNATI: $1.0M → 16%SPCA CINCINNATI: $400k → 16%SPCA CINCINNATI: $300k → 16%SAVE CATS AND OBLITERATE OVERPOPULATION: $20k → 16%HOMELESS ANIMAL RESCUE TEAM: $30k → 16%THE HOMELESS ANIMAL RESCUE TEAM: $25k → 16%THE HOMELESS ANIMAL RESCUE TEAM: $25k → 16%UNITED COALITION FOR ANIMALS: $535k → 16%UCAN SPAYNEUTER CLINIC: $400k → 16%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.

5%of every dollar goes to organizations you’ve funded before.
$5.4M · 11 repeat orgs$96M to everyone else

11 repeat relationships — 0 still active in FY2023, 11 since wound down; 1 grantees were first funded in FY2023 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

11
11

Total granted

$5.4M
$2.3M

Median revenue growth · since first grant

+1%
+9%

Still filing today

64%
73%

New vs renewed · share of each year

In FY2023, 0% of grant dollars renewed an existing relationship; $93M went to new ones.

50%100%’20’21’22’23
RenewedFirst-time

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

’20’21’22’23
AnimalsCommunity ImprovementOther

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

  • TH
    THE HAMILTON COUNTY SPCA INC DBA SPCA CINCINNATI
    3× · 2020–2022 · $1.7M · revenue +1%
  • NK
    NORTHERN KENTUCKY AREA DEVELOPMENT DISTRICT
    3× · 2020–2022 · $450k · revenue +126%
  • ST
    SAVE THE ANIMALS FOUNDATION
    3× · 2020–2022 · $225k · revenue +17%

Funded once

  • CA
    CINCINNATI ANIMAL CARE HUMANE SOCIETYgraduated
    one grant, 2022 · $586k · revenue +35%
  • UC
    UNITED COALITION FOR ANIMALS
    one grant, 2022 · $535k · revenue +9% · 30% of their budget
  • IG
    Individual grant recipient
    one grant, 2021 · $400k

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
Save Ohio Pets

SAVE Ohio Pets is a non-profit whose mission is to reduce the homeless pet population in Central Ohio through community outreach and promoting spay/neuter, adoption, volunteering, and education. We operate a free, monthly vet care and…

Animals
2
Columbus Cares for Cats
3
Bartholomew County Humane Society Inc

Humane treatment of stray dogs and cats

Animals
4
Pound Pets Inc

Animal Rescue - finding homes for abandoned animals in Granite City, spaying and neutering stray animals and feral cats

Animals
5
Humane Society of Union County Inc

The Humane Society of Union County exists to reduce the number of abused, abandoned, and neglected cats and dogs through rescue, rehabilitation, adoption, and spay and neuter.

Animals
6
Humane Society of Central Illinois

HSCIs mission is to find loving, forever homes for abused and unwanted pets.

Animals
7
Liberty Humane Society Inc

We aim to improve animal welfare and reduce pet homelessness by providing affordable spay neuter services and wellness care enabling a better future for pets their families and all people who love them.

Animals
8
Unos Home for Wayward Cats and Dogs

Animal rescue organization

Animals
9
Freedom Tails Ohio

Animal Rescue

Animals
10
Safe Haven Inc
Animals
11
Hardin County Humane Society

The Hardin County Humane Society is dedicated to the prevention and alleviation of animal suffering, the elimination of pet overpopulation, and the education for the public about responsible pet ownership in the are served by the Society.

Animals
12
Safe Harbor Animal Sanctuary

Protect and rescue abandoned and at-risk animals.

Animals

For reference, the grantee most central to the portfolio’s shape is The Hamilton County Spca Inc Dba Spca Cincinnati and the most unlike its peers is Joanie C Bernard Foundation. 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

17 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. 17 of the 23 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.

5
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
16/17
Grantees still filing
9/17
Grew since you first funded

Where your money sits — by cause, then by grantee

JOANIE C BERNARD FOUNDATION — $93,406,507 · AnimalsJOANIE C BERNARD FOUNDATION+13 more — $4,019,200 · AnimalsHORIZON COMMUNITY FUNDS OF — $1,000,000 · OtherBLUEGRASS AREA DEVELOPMENT DISTRICT INC — $700,000 · OtherIndividual grant recipient — $675,000 · OtherIndividual grant recipient — $400,000 · OtherClermont Animal CARE Humane Society — $370,000 · Other+3 more — $100,000 · OtherNORTHERN KENTUCKY AREA DEVELOPMENT DISTRICT — $450,000 · Community Improvement
Animals$97,425,707Other$3,245,000Community Improvement$450,000

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

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetJOANIE C BERNARD FOUNDATION — $93,406,507 over 1y, 98% of budgetTHE HAMILTON COUNTY SPCA INC DBA SPCA CINCINNATI — $1,702,000 over 3y, 15% of budgetCINCINNATI ANIMAL CARE HUMANE SOCIETY — $586,000 over 1y, 12% of budgetUNITED COALITION FOR ANIMALS — $535,000 over 1y, 30% of budgetNORTHERN KENTUCKY AREA DEVELOPMENT DISTRICT — $450,000 over 3y, 0.8% of budgetZOOLOGICAL SOCIETY OF CINCINNATI — $388,200 over 3y, 0.2% of budgetClermont Animal CARE Humane Society — $370,000 over 1y, 36% of budgetHUMANE SOCIETY OF GREATER DAYTON — $250,000 over 1y, 7.8% of budgetSAVE THE ANIMALS FOUNDATION — $225,000 over 3y, 8.0% of budgetMy Furry Valentine Inc — $110,000 over 2y, 37% of budgetHOMELESS ANIMAL RESCUE TEAM — $80,000 over 3y, 7.8% of budgetSCRATCHING POST INC — $50,000 over 1y, 17% of budgetBANFIELD FOUNDATION — $38,000 over 1y, 0.8% of budgetLeague for Animal Welfare — $30,000 over 2y, 0.6% of budgetHumane Society of Adams County INC — $25,000 over 1y, 15% of budgetSave Cats & Obliterate Over Population Inc — $20,000 over 1y, 34% of budgetUnited Spay Alliance — $5,000 over 1y, 7.3% 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.

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.

Joanie C Bernard FoundationOH26.4× affinity10 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Joanie C Bernard Foundation · The Greater Cincinnati Foundation · Ge Aerospace Foundation · Duke Energy Foundation · American Modern Foundation · Scott Kenneth a Charitable Ta · The Scripps Howard Foundation · Best Friends Animal Society · Petco Love · The Duffield Family Foundation Dba Maddie's Fund · Celanese Foundation · Petsmart Charities Inc

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 Joanie Jeanne and Howard Bernard Foundation 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 · 00%6%25%56%100%your 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, 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 Joanie Jeanne and Howard Bernard Foundation?

    Find your warmest path to Joanie Jeanne and Howard Bernard Foundation 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 23 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 2023, released 2023. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

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