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Michigan · Private foundation

John W and Margaret G Bertsch Charitable

$90k
Granted FY2023
12
Grants FY2023
11
Organizations funded FY2023
36%
First-time grantees FY2023
Read the full brief
Median grant, FY2023
$10,000
Largest grant, FY2023
$10,000
Organizations funded a year
7 to 12
FY2017 to FY2023
States reached, FY2023
4
Total assets, FY2023
$2.4M

How open it is to new grantees

In FY2023, 36% of the organizations John W and Margaret G Bertsch Charitable funded were first-time grantees, receiving 26% of its grant dollars.

New vs renewed · share of each year

In FY2023, 74% of grant dollars renewed an existing relationship; $21k went to new ones.

50%100%’18’19’20’21’22’23
RenewedFirst-time

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

’18’19’20’21’22’23
PhilanthropyInternationalHuman ServicesOther
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.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY202311$80k36%
FY20229$86k0%
FY202110$70k0%
FY202010$125k20%
FY20197$56k14%
FY20187$58k14%
FY201712$79kn/a
80% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2023.

Human Services$191kReligion$102kFood & Nutrition$53kPhilanthropy$41kEducation$35kRecreation & Sports$30kHealth$9kAnimals$3kOther$0

Top grantees

Largest recipients by total granted, FY2017 to FY2023, and the share of each one’s budget the grants supplied at peak.

Plus 11 recipients with no EIN on record ($267k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget John W and Margaret G Bertsch Charitable supplied at peak.

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetGary Sinise Foundation: $86,000 over 5y, 0.1% of budgetDa Blodgett - St John's: $70,000 over 7y, 0.1% of budgetKids' Food Basket Inc: $52,500 over 7y, 0.1% of budgetPebbles and Stones: $31,000 over 5y, 13% of budgetIndian Trails Camp: $30,000 over 3y, 0.4% of budgetHealthnetwork Foundation Fka Health Net Foundation Inc: $6,250 over 1y, 0.1% of budgetYoung Scholars Charter School: $5,000 over 1y, 0.1% of budgetPact Inc: $3,000 over 1y, 0.0% of budgetNorthern Michigan Equine Therapy: $3,000 over 1y, 1.2% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 9.

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.

Fidelity Investments Charitable Gift FundMA4.7× 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

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.

Compare John W and Margaret G Bertsch Charitable with peer funders

About John W and Margaret G Bertsch Charitable

How much does John W and Margaret G Bertsch Charitable give?
John W and Margaret G Bertsch Charitable reported 12 grants totaling $90,000 in its FY2023 IRS filing. It funded between 7 and 12 organizations a year over FY2017 to FY2023.
What does John W and Margaret G Bertsch Charitable fund?
By grant dollars over FY2017 to FY2023, its largest causes are Human Services (33%), Religion (17%), Food & Nutrition (9%).
Who are John W and Margaret G Bertsch Charitable's largest grantees?
By total granted over FY2017 to FY2023: Gary Sinise Foundation ($86k), Da Blodgett - St John's ($70k), Kids' Food Basket Inc ($53k).
Does John W and Margaret G Bertsch Charitable fund new organizations?
In FY2023, 36% of the organizations it funded were first-time grantees.
Which funders back the same organizations as John W and Margaret G Bertsch Charitable?
Its strongest co-funders, measured against what their size predicts, include Fidelity Investments Charitable Gift Fund, Amazonsmile Foundation.
Where is John W and Margaret G Bertsch Charitable based?
John W and Margaret G Bertsch Charitable is based in MI.

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 21 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.

Possibly out of date. A more recent filing (FY2025) is on record but names no grant recipient in the published copy, so the figures above are from FY2023, the most recent year this funder’s grantee list reached the public record.

Source object · view filing

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