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John and Carole Bartholdson Foundation at a glance

· Private foundation

John and Carole Bartholdson Foundation

Its FY2025 filing reports that it accepted unsolicited grant applications.

$51k
Granted FY2025still arriving
22
Grants FY2025still arriving
5
States reached
$25k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
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 2025.

Education$129kHealth$92kFood & Nutrition$23kHuman Services$15kHousing & Shelter$9kRecreation & Sports$8kReligion$7kEmployment$6kOther$0
02FY2025 · 22 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k21 grants · $26k
  • $10k–50k1 grant · $25k
$1,000
Median grant
5
States reached
$256k
Total assets
Largest grants
RecipientAmount
Pennsylvania State University$25,000
Nantucket Cottage Hospital$5,000
Bryn Mawr Hospital Foundation$5,000
Brigham Women's Hospital$2,500
Boston Medflight$2,500
The Pennsylvania Horticultural Society$2,000
Baker Industries$1,000
Inglis House$1,000
Good Works$1,000
Gemma Services$1,000
Sankaty Head Foundation$1,000
Surrey Services for Seniors$1,000
St Malachy Catholic School (Independence Mission School)$500
St Benoventure Indian School$500
Food for the Poor$500
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 (FY17–25, $19k) land where the poverty rate runs at 9%, against an area that typically sits at 10%. 26% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 10%WOUNDED WARRIORS: $250 → 12%FATHER CHUCK'S CHALLENGE: $100 → 7%COVENANT HOUSE: $250 → 17%WOUNDED WARRIORS: $200 → 12%Father Chuck's Challenge: $100 → 7%COVENANT HOUSE: $250 → 17%Covenant House: $250 → 17%SURREY SERVICES FOR SENIORS: $1k → 6%Gemma Services: $1k → 7%COVENANT HOUSE: $250 → 17%SURREY SERVICES FOR SENIORS: $1k → 6%GEMMA SERVICES: $500 → 7%COVENANT HOUSE: $250 → 17%SURREY SERVICES FOR SENIORS: $1k → 6%GEMMA SERVICES: $500 → 7%COVENANT HOUSE: $100 → 17%Surrey Services for Seniors: $1k → 6%GEMMA SERVICES: $500 → 7%COVENANT HOUSE: $100 → 17%SURREY SERVICES FOR SENIORS: $1k → 6%GEMMA SERVICES: $250 → 7%COVENANT HOUSE: $100 → 17%SURREY SERVICES FOR SENIORS: $1k → 6%AMIGOS DE JESUS: $250 → 7%COVENANT HOUSE: $100 → 17%SURREY SERVICES FOR SENIORS: $1k → 6%AMIGOS DE JESUS: $250 → 7%AMIGOS DE JESUS: $250 → 7%AMIGOS DE JESUS: $200 → 7%AMIGOS DE JESUS: $100 → 7%Inglis House: $1k → 22%INGLIS FOUNDATION: $500 → 22%INGLIS FOUNDATION: $500 → 22%INGLIS HOUSE: $500 → 22%INGLIS HOUSE: $250 → 22%INGLIS HOUSE: $250 → 22%AMIGOS DE JESUS: $300 → 6%Amigos de Jesus: $250 → 6%AMIGOS DE JESUS: $250 → 6%SURREY SERVICES FOR SENIORS: $2k → 6%SURREY SERVICES FOR SENIORS: $500 → 6%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

IL
NY
MA
SD
PA
NE
MO
VA
MD
NM
TN
TX
FL
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.

88%of every dollar goes to organizations it has funded before.
$261k · 44 repeat orgs$35k to everyone else

Grantees it renews have grown median revenue +33% since the first grant, against +2% for those funded once.

44 repeat relationships: 20 still active in FY2025, 24 since wound down; 2 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

44
26

Total granted

$261k
$34k

Median revenue growth · since first grant

+33%
+2%

Still filing today

66%
42%

New vs renewed · share of each year

In FY2025, 98% of grant dollars renewed an existing relationship; $1k 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 ServicesHealthEducationEnvironmentArts & CultureRecreation & SportsOther
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

  • TB
    THE BRYN MAWR HOSPITAL FOUNDATION
    9× · 2017–2025 · $55k · revenue +101%
  • TP
    THE PENNSYLVANIA HORTICULTURAL SOCIETY
    6× · 2019–2025 · $17k · revenue +65%
  • SS
    SURREY SERVICES FOR SENIORS INC
    9× · 2017–2025 · $10k · revenue +22%

Funded once

  • TA
    THE AGNES IRWIN SCHOOLgraduated
    one grant, 2017 · $10k · revenue +58%
  • Teach for America Inc
    one grant, 2018 · $5k · revenue +1%
  • MG
    MASS GENERAL BRIGHAM INCORPORATED
    one grant, 2023 · $5k
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
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.

—
2
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
3
Northeast College of Health Sciences

Northeast college of health sciences (the college) is committed to academic excellence, leadership, and professional best practices in the health sciences.

Education
4
The Philadelphia School

The philadelphia school educates children for a future that is impossible to know but not impossible to shape. learn here. go anywhere.

—
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
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
7
The Trustees of Princeton University

Research, education and general - princeton university is a private not-for-profit, non-sectarian institution of higher learning with approximately 5,700 undergraduate and 3,300 graduate students. 2,500 students graduated in the 2024-2025…

Education
8
Atlantic University Inc

Provide post-secondary education of excellence.

Education
9
Saint Anselm College

Saint anselm is a catholic, benedictine college providing all of its students a distinctive liberal arts education that incorporates opportunities for professional and career preparation. it does so in a learning community that encourages…

Education
10
Philadelphia County Medical Society

The mission of the philadelphia county medical society (pcms) is to aggressively advance and support the interests of physicians and their patients. pcms is pennsylvania's premier county medical organization.

—
11
The Baptist Home of Philadelphia

The mission of the baptist home of philadelphia is dedicated to providing quality continuing care living facilities and support services in a christian environment respecting the dignity and sanctity of all individuals regardless of their…

Human Services
12
National Association of Insurance and Financial Advisors

Empowering financial professionals and consumers through world-class advocacy and education.

—
How this is measured
The grantee most central to the portfolio’s shape is Food for the Poor Inc; the most unlike its peers is Nantucket Community Association Inc. 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

41 grantees tracked through their own filings, 2017–2026.

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 2026, not grant rows in a single year, so this will not match the grant count on the cover. 41 of the 72 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)
7
Early backer (in before they grew)
40/41
Grantees still filing
31/41
Grew since first funded

Where the money sits, by cause and then by grantee

PENNSYLVANIA STATE UNIVERSITY: $79,650 · OtherPENNSYLVANIA STATE UNIVERSITYNantucket Cottage Hospital: $13,100 · OtherNantucket Cottage HospitalST JAMES SCHOOL: $12,500 · OtherST JAMES SCHOOLSANKATY HEAD FOUNDATION INC: $7,000 · OtherBAKER INDUSTRIES INC: $6,000 · Other+43 more: $43,325 · Other+43 moreTHE BRYN MAWR HOSPITAL FOUNDATION: $55,000 · HealthTHE BRYN MAWR HOSPITAL F…NEW ENGLAND LIFE FLIGHT INC: $8,100 · HealthNEW ENGLAND LIFE FLIGHT …+4 more: $1,475 · HealthTHE AGNES IRWIN SCHOOL: $10,000 · EducationTeach for America Inc: $5,000 · EducationSAINT JAMES SCHOOL: $2,500 · EducationSTEPHEN SILLER TUNNEL TO TOWERS FOUNDATION: $1,000 · EducationCRISTO REY PHILADELPHIA HIGH SCHOOL: $1,000 · Education+1 more: $250 · EducationSURREY SERVICES FOR SENIORS INC: $9,500 · Human ServicesGemma Services: $2,750 · Human ServicesINGLIS HOUSE: $2,000 · Human ServicesAmigos de Jesus: $1,850 · Human ServicesCOVENANT HOUSE: $1,650 · Human ServicesINGLIS FOUNDATION: $1,000 · Human Services+2 more: $650 · Human ServicesTHE PENNSYLVANIA HORTICULTURAL SOCIETY: $16,808 · Environment+1 more: $500 · EnvironmentGOOD WORKS INC: $6,750 · Housing & ShelterFOOD FOR THE POOR INC: $6,090 · International
Other$161,575Health$64,575Education$19,750Human Services$19,400Environment$17,308Housing & Shelter$6,750International$6,090

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

25%50%75%100%$10k$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetTHE BRYN MAWR HOSPITAL FOUNDATION: $55,000 over 9y, 0.1% of budgetTHE PENNSYLVANIA HORTICULTURAL SOCIETY: $16,808 over 6y, 0.0% of budgetTHE AGNES IRWIN SCHOOL: $10,000 over 1y, 0.0% of budgetSURREY SERVICES FOR SENIORS INC: $9,500 over 9y, 0.0% of budgetNEW ENGLAND LIFE FLIGHT INC: $8,100 over 7y, 0.0% of budgetSANKATY HEAD FOUNDATION INC: $7,000 over 9y, 0.1% of budgetGOOD WORKS INC: $6,750 over 8y, 0.1% of budgetFOOD FOR THE POOR INC: $6,090 over 8y, 0.0% of budgetBAKER INDUSTRIES INC: $6,000 over 8y, 0.0% of budgetTeach for America Inc: $5,000 over 1y, 0.0% of budgetGemma Services: $2,750 over 5y, 0.0% of budgetSAINT JAMES SCHOOL: $2,500 over 1y, 0.1% of budgetST BONAVENTURE UNIVERSITY: $2,100 over 3y, 0.0% of budgetBenchmark School: $2,000 over 4y, 0.0% of budgetINGLIS HOUSE: $2,000 over 4y, 0.0% of budgetAmigos de Jesus: $1,850 over 8y, 0.0% of budgetCOVENANT HOUSE: $1,650 over 9y, 0.0% of budgetNANTUCKET HISTORICAL ASSOCIATION: $1,375 over 6y, 0.0% of budgetJ WOOD PLATT CADDIE SCHOLARSHIP TRUST: $1,250 over 5y, 0.0% of budgetINGLIS FOUNDATION: $1,000 over 2y, 0.0% of budgetSTEPHEN SILLER TUNNEL TO TOWERS FOUNDATION: $1,000 over 2y, 0.0% of budgetCRISTO REY PHILADELPHIA HIGH SCHOOL: $1,000 over 1y, 0.0% of budgetNANTUCKET COMMUNITY ASSOCIATION INC: $500 over 5y, 8.2% of budgetPAOLI MEMORIAL HOSPITAL FOUNDATION: $500 over 1y, 0.0% of budgetPHOENIXVILLE FREE CLINIC: $500 over 5y, 0.0% of budgetCAPE AND ISLANDS UNITED WAY INC: $500 over 5y, 0.0% of budgetWOUNDED WARRIORS FAMILY SUPPORT INC: $450 over 2y, 0.0% of budgetALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC: $375 over 2y, 0.0% of budgetHABITAT FOR HUMANITY NANTUCKET INC: $300 over 3y, 0.1% of budgetPhilabundance: $300 over 3y, 0.0% of budgetEAST WHITELAND TOWNSHIP VOLUNTEER FIRE ASSOCIATION: $250 over 3y, 0.0% of budgetBETA GAMMA SIGMA INC: $250 over 1y, 0.0% of budgetNANTUCKET MARIA MITCHELL ASSOCIATION IN: $225 over 1y, 0.0% of budgetFATHER CHUCK'S CHALLENGE: $200 over 2y, 0.0% of budgetFRESH AIR FUND: $175 over 7y, 0.0% of budgetNANTUCKET COMMUNITY SAILING INC: $150 over 2y, 0.0% of budgetAMERICAN CANCER SOCIETY INC: $100 over 1y, 0.0% of budgetRyerss Farm for Aged Equines: $100 over 1y, 0.0% of budgetKATIE SAMSON FOUNDATION INC: $50 over 1y, 0.1% of budgetWOUNDED WARRIORS: $25 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 THE BRYN MAWR HOSPITAL FOUNDATION ↗
  • Who funds THE PENNSYLVANIA HORTICULTURAL SOCIETY ↗
  • Who funds THE AGNES IRWIN SCHOOL ↗
  • Who funds SURREY SERVICES FOR SENIORS INC ↗
  • Who funds NEW ENGLAND LIFE FLIGHT INC ↗
  • Who funds SANKATY HEAD FOUNDATION INC ↗
  • Who funds GOOD WORKS INC ↗
  • Who funds FOOD FOR THE POOR INC ↗
  • Who funds BAKER INDUSTRIES INC ↗
  • Who funds Teach for America Inc ↗
  • Who funds Gemma Services ↗
  • Who funds SAINT JAMES SCHOOL ↗
  • Who funds ST BONAVENTURE UNIVERSITY ↗
  • Who funds Benchmark School ↗
  • Who funds INGLIS HOUSE ↗
  • Who funds Amigos de Jesus ↗
  • Who funds COVENANT HOUSE ↗
  • Who funds NANTUCKET HISTORICAL ASSOCIATION ↗
  • Who funds J WOOD PLATT CADDIE SCHOLARSHIP TRUST ↗
  • Who funds INGLIS FOUNDATION ↗
  • Who funds STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION ↗
  • Who funds CRISTO REY PHILADELPHIA HIGH SCHOOL ↗
  • Who funds NANTUCKET COMMUNITY ASSOCIATION INC ↗
  • Who funds PAOLI MEMORIAL HOSPITAL FOUNDATION ↗
  • Who funds MUSEUM OF THE AMERICAN REVOLUTION ↗

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.

Connelly FoundationE Murdoch Family Foun…The Gordon Charter Fo…United Way of Greater…Hamilton Family Found…The Philadelphia Foun…W W Smith Charitable …Gs Donor Advised Phil…Vanguard Charitable E…Robert E Lamb Foundat…Chester County Commun…Central Pennsylvania …
Connelly FoundationPA23.6× affinity9 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Connelly Foundation · E Murdoch Family Foundation · The Gordon Charter Foundation · United Way of Greater Philadelphia and Southern New Jersey · Hamilton Family Foundation · The Philadelphia Foundation · W W Smith Charitable Trust · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · Vanguard Charitable Endowment Program · Robert E Lamb Foundation Inc · Chester County Community Foundation · Central Pennsylvania Scholarship Fund

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 John and Carole Bartholdson Foundation funds: left to right is the share of its income from government, bottom to top the share from John and Carole Bartholdson Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 30%6%25%56%100%funder's share of their income ↑0%5%10%15%20%share of the org’s income from government →median 5%
  • Nantucket Maria Mitchell Association in: 9% of income from government
  • New England Life Flight Inc: 5% of income from government
  • Nantucket Historical Association: 1% of income from government
  • Food for the Poor Inc: 0% of income from government
no gov moneyreceives it· size = income
3get no government money at all
9report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–20%
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 72 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

Play a game based on John and Carole Bartholdson’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home