· Private foundation
John W and Margaret G Bertsch Charitable
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2017–2023.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2023
- Under $10k5 grants · $20k
- $10k–50k7 grants · $70k
| Recipient | Amount |
|---|---|
| IKUS | $10,000 |
| DA Blodgett St Johns | $10,000 |
| Hillsdale College | $10,000 |
| Kids Food Basket | $10,000 |
| Gary Sinese Foundation | $10,000 |
| Individual grant recipient | $10,000 |
| UMCH | $10,000 |
| Pebbles and Stones | $6,000 |
| Southwest Church | $5,000 |
| Providence | $3,000 |
| Nothern Michigan Equine Therapy | $3,000 |
| Pact | $3,000 |
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.
Your human-services grants (FY17–23, $9k) land where the poverty rate runs at 14%, against an area that typically sits at 12%. 68% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
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.
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.
11 repeat relationships — 7 still active in FY2023, 4 since wound down; 4 grantees were first funded in FY2023 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2023, 74% of grant dollars renewed an existing relationship; $21k went to new ones.
Where new relationships form · theme of each grantee’s first grant
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
GARY SINISE FOUNDATION5× · 2019–2023 · $86k · revenue +99%- KFKIDS' FOOD BASKET INC7× · 2017–2023 · $53k · revenue +16%
- PAPEBBLES AND STONES5× · 2017–2023 · $31k · revenue +17%
Funded once
- YWYWCA West Central Michone grant, 2017 · $10k
HEALTHNETWORK FOUNDATION FKA HEALTH NET FOUNDATION INCgraduatedone grant, 2017 · $6k · revenue +229%- YSYOUNG SCHOLARS CHARTER SCHOOLgraduatedone grant, 2017 · $5k · revenue +91%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
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.
A preschool through 12th grade, private, college preparatory school. the school's mission statement is "together, cultivating the best in each for the benefit of all."
The peak school seeks to ignite a passion for learning, to develop students of diverse talents and backgrounds who think critically and act with integrity, and to graduate compassionate, confident, capable students who will embrace their…
As a diverse community of learners, we cultivate integrity, curiosity, connection and resilience.
The nstmf's mission is to build inclusive stem communities across the united states. fundamental to these communities are the significant, inspirational connections we foster between the individuals who have received national recognition…
To inspire learning through an unparalleled academic approach, and transform communities by changing lives.
Dickinson college provides a useful, innovative and interdisciplinary education in the liberal arts and sciences to prepare students to lead rich and fulfilling lives of engaged global citizenship
Ingenuity prep public charter school was formed to prepare students to succeed in college and beyond as impactful civiic leaders.
Western new england university, a comprehensive private institution with a tradition of excellence in teaching and scholarship and a commitment to service, awards undergraduate, master's, and doctoral degrees in various departments from…
Lowell school (the school) provides educational services to approximately 314 students in grades pre-kindergarten through 8th grade. the school strives to create a diverse, equitable, and inclusive learning environment, and offers a…
The mission of dc bilingual public charter school is to create a learning community that ensures high academic achievement for all students in both spanish and english, develops leadership, and values all cultures.
Lake forest academy strives to embody in its practices - and to cultivate in its students -excellence of character, scholarship, citizenship, and responsibility.
To educate students to be exceptional learners and independent thinkers of vision, courage, and integrity.
For reference, the grantee most central to the portfolio’s shape is Kids' Food Basket Inc and the most unlike its peers is Hillsdale College. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
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 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 10 of the 21 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.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
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 GARY SINISE FOUNDATION ↗
- Who funds DA BLODGETT - ST JOHN'S ↗
- Who funds KIDS' FOOD BASKET INC ↗
- Who funds PEBBLES AND STONES ↗
- Who funds INDIAN TRAILS CAMP ↗
- Who funds HILLSDALE COLLEGE ↗
- Who funds HEALTHNETWORK FOUNDATION FKA HEALTH NET FOUNDATION INC ↗
- Who funds YOUNG SCHOLARS CHARTER SCHOOL ↗
- Who funds PACT INC ↗
- Who funds NORTHERN MICHIGAN EQUINE THERAPY ↗
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.
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 John W and Margaret G Bertsch Charitable 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.
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.