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Kevin and Deborah Bartz Foundation at a glance

· Private foundation

Kevin and Deborah Bartz 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.

$570k
Granted FY2024still arriving
24
Grants FY2024still arriving
10
States reached
$113k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead

Read this first · the figures below need context

56% of Kevin and Deborah Bartz Foundation’s FY2025 grant dollars went to Fidelity Investments Charitable Gift Fund, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2025 names 12 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2024, the last year Kevin and Deborah Bartz Foundation named its own grantees at scale: 16 organizations, $570k. It is dated, not current.

Organizations named directly on the return

2
’19
1
’20
1
’21
3
’22
11
’23
16
’24
12
’25

Amber years are those where most dollars went to a sponsor.

01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2025.

Religion$618kInternational$447kPhilanthropy$445kEducation$212kYouth Development$76kScience & Tech$45kHuman Services$28kCommunity Improvement$12kOther$0
02FY2024 · 24 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k8 grants · $30k
  • $10k–50k13 grants · $277k
  • $50k–250k3 grants · $263k
$10,000
Median grant
10
States reached
$20M
Total assets
Largest grants
RecipientAmount
THREE VILLAGE CHURCH$113,000
PIVOTWORKS INC$100,000
RESURGENCE CHURCH INC$50,000
P Miller$37,750
C Redstall$35,000
FIDELITY INVESTMENTS CHARITABLE GIFT FUND$34,545
GORDON COLLEGE$25,000
TRUSTEES OF PHILLIPS ACADEMY$25,000
CALIFORNIA INSTITUTE OF TECHNOLOGY$25,000
CHILDREN AND SCREENS-INSTITUTE OF DIGITAL MEDIA AN$25,000
ABWE FOUNDATION INC$20,000
MYRIAD USA INC$10,000
GRACE PRESBYTERIAN CHURCH$10,000
SMITHTOWN GOSPEL TABERNACLE INC$10,000
LANAI ACADEMY OF PERFORMING ARTS INC$10,000
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:

Dollar for dollar, its grants (FY19–25) land where the poverty rate runs at 8%, against an area that typically sits at 9%. 19% of its dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 9%PIVOTWORKS INC: $100k → 7%PRACTICAL EDUCATION NETWORK AFRICA-USA INC: $10k → 8%GORDON COLLEGE: $25k → 10%FIDELITY INVESTMENTS CHARITABLE GIFT FUND: $35k → 16%MATHEMATICAL SCIENCES RESEARCH: $10k → 10%CALIFORNIA INSTITUTE OF TECHNOLOGY: $25k → 14%LANAI ACADEMY OF PERFORMING ARTS INC: $10k → 9%PRESBYTERIAN CHURCH IN AMERICA TRINITY PRESBYTERIA: $10k → 9%CHILDREN AND SCREENS-INSTITUTE OF DIGITAL MEDIA AN: $25k → 6%GRACE PRESBYTERIAN CHURCH: $10k → 7%BUSINESS AS MISSION GLOBAL: $5k → 14%JOYCORPS PROJECT: $5k → 14%LAUSANNE COMMITTEE FOR WORLD EVANGELIZATION: $6k → 13%CHURCH OF THE NAZARENE INC: $15k → 5%SAMARITANS PURSE: $2k → 21%WORLD GOSPEL MISSION: $10k → 19%K Dwyer: $42k → 15%TRUE FOUNDRY INC: $5k → 11%PIVOTWORKS INC: $100k → 7%TRUSTEES OF PHILLIPS ACADEMY: $25k → 10%CALIFORNIA INSTITUTE OF TECHNOLOGY: $10k → 14%CHILDREN AND SCREENS-INSTITUTE OF DIGITAL MEDIA AN: $25k → 6%GRACE PRESBYTERIAN CHURCH: $10k → 7%WORLD GOSPEL MISSION: $5k → 19%K Dwyer: $4k → 15%PIVOTWORKS INC: $100k → 7%TRUSTEES OF PHILLIPS ACADEMY: $20k → 10%CHILDREN AND SCREENS-INSTITUTE OF DIGITAL MEDIA AN: $10k → 6%THREE VILLAGE CHURCH: $113k → 7%WORLD GOSPEL MISSION: $5k → 19%PIVOTWORKS INC: $100k → 7%THREE VILLAGE CHURCH: $78k → 7%THREE VILLAGE CHURCH: $60k → 7%THREE VILLAGE CHURCH: $56k → 7%THREE VILLAGE CHURCH: $46k → 7%THREE VILLAGE CHURCH: $24k → 7%SCHOOLNOVA AT STONY BROOK INC: $5k → 7%RESURGENCE CHURCH INC: $50k → 7%SCHOOLNOVA AT STONY BROOK INC: $5k → 7%RESURGENCE CHURCH INC: $50k → 7%THREE VILLAGE CHURCH: $4k → 7%RESURGENCE CHURCH INC: $30k → 7%THE HAVEN AT DEER PARK INC: $20k → 7%MARITIME EXPLORIUM AT PORT JEFF HARBOR: $3k → 7%SMITHTOWN GOSPEL TABERNACLE INC: $10k → 7%SMITHTOWN GOSPEL TABERNACLE INC: $10k → 7%SMITHTOWN GOSPEL TABERNACLE INC: $10k → 7%SMITHTOWN GOSPEL TABERNACLE INC: $1k → 7%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
MI
NY
MA
IA
IN
OH
PA
CA
CO
MD
KS
AR
NC
HI
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.

83%of every dollar goes to organizations it has funded before.
$1.2M · 12 repeat orgs$251k to everyone else

Grantees it renews have grown median revenue +9% since the first grant, against -11% for those funded once.

12 repeat relationships: 12 still active in FY2024, 0 since wound down; 17 grantees were first funded in FY2024 (too recent to call). Read against FY2024, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

12
6

Total granted

$1.2M
$48k

Median revenue growth · since first grant

+9%
-11%

Still filing today

42%
50%

New vs renewed · share of each year

In FY2025, 71% of grant dollars renewed an existing relationship; $86k went to new ones.

50%100%’19’20’21’22’23’24’25
RenewedFirst-time

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

’19’20’21’22’23’24’25
EducationReligionInternationalYouth DevelopmentScience & TechCommunity ImprovementOther
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

  • PW
    PIVOT WORKS INC
    4× · 2022–2025 · $400k · revenue +14%
  • TRUSTEES OF PHILLIPS ACADEMY
    2× · 2023–2024 · $45k · revenue +11%
  • SA
    SCHOOLNOVA AT STONY BROOK INC
    2× · 2024–2025 · $10k · revenue +3%

Funded once

  • CO
    CHURCH OF THE NAZARENE INC
    one grant, 2023 · $15k
  • SL
    SIMONS LAUFER MATHEMATICAL SCIENCES INSTITUTEgraduated
    one grant, 2019 · $10k · revenue +90%
  • EH
    E Hallworth
    one grant, 2022 · $7k
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
Future Problem Solving Program International Inc

Future problem solving proudly celebrates more than 50 years of placing close to a million young people at the core of a dynamic, purposeful learning experience. each year k-12 students from around the world participate in a variety of…

—
2
Mission Mutual

Equipping mission, ministry, and philanthropic organizations (of similar vision) with the organizational and relational perspective needed to accelerate and enhance their collective impact. mission mutual exists to provide centralized…

International
3
Yeshiva University

The university is composed of several colleges and schools providing undergraduate, graduate, professional and post-doctoral education and training and research and clinical programs.

Education
4
Endeavor Global Inc (F/K/a the Endeavor Initiative Inc)

Endeavor is leading the high-impact entrepreneurship movement around the world.

International
5
The Poptech Institute

Poptech's mission is to accelerate the positive impact of world-changing people, projects and ideas. founded in 1996 by bob metcalfe (inventor, ethernet) and john sculley (apple, pepsi), poptech originally provided a forum to critically…

Education
6
World Learning Inc

Creating a more sustainable, peaceful, and just world through education, development, and exchange since 1932. as both an accredited academic institution and an international ngo, world learning, inc. offers the best of theory and practice…

International
7
Institute for Advanced Study - Louis Bamberger & Mrs Felix Fuld Foundation

The institute for advanced study (the institute) is one of the world's leading centers for theoretical research and intellectual inquiry. see schedule o.

Science & Tech
8
Visionsynergy

Our mission is to accelerate the great commission by equipping leaders, developing networks, and catalyzing collaboration toward spiritual breakthroughs among the least reached peoples and places of the world.

International
9
The Trustees of the Smith College

Smith college educates women of promise for lives of distinction and purpose. a college of and for the world, smith college links the power of the liberal arts to excellence in research and scholarship, developing leaders for society's…

Education
10
Institute for Shipboard Education

Journeys of discovery that spark bold solutions to global challenges.

Education
11
Project 4112 Inc

Support children's education by, among other activities, fostering, supporting, promoting, and conducting programs that train educators in montessori educational methodologies, provide professional development opportunities, training and a…

Education
12
National Geographic Society

To increase and diffuse geographic knowledge in the broadest sense, using the power of science, exploration, education and storytelling to illuminate and protect the wonder of the world.

Education
How this is measured
The grantee most central to the portfolio’s shape is Myriad Usa Inc; the most unlike its peers is Childrens Maritime Museum at Port Jefferson dba Long Island Explorium. 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

21 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. 21 of the 37 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.

1
Load-bearing (≥25% of a budget)
1
Early backer (in before they grew)
20/21
Grantees still filing
10/21
Grew since first funded

Where the money sits, by cause and then by grantee

THREE VILLAGE CHURCH: $381,250 · OtherTHREE VILLAGE CHURCHRESURGENCE CHURCH INC: $130,000 · OtherRESURGENCE CHURCH INCK Dwyer: $46,000 · OtherK DwyerC Redstall: $46,000 · OtherC RedstallP Miller: $37,750 · OtherSMITHTOWN GOSPEL TABERNACLE INC: $31,783 · Other+12 more: $121,130 · Other+12 morePIVOT WORKS INC: $400,000 · InternationalPIVOT WORKS INCMYRIAD USA INC: $25,000 · InternationalMYRIAD USA INC+2 more: $7,000 · InternationalFIDELITY INVESTMENTS CHARITABLE GIFT FUND: $424,545 · Community ImprovementFIDELITY INVESTMENTS CHAR…+1 more: $5,000 · Community ImprovementTRUSTEES OF PHILLIPS ACADEMY: $45,000 · EducationCALIFORNIA INSTITUTE OF TECHNOLOGY: $35,000 · EducationGORDON COLLEGE: $25,000 · EducationPRACTICAL EDUCATION NETWORK AFRICA-USA INC: $10,000 · EducationSCHOOLNOVA AT STONY BROOK INC: $10,000 · EducationCHILDREN AND SCREENS-INSTITUTE OF DIGITAL MEDIA AND CHILD DEVELOPMENT INC: $60,000 · Youth DevelopmentLANAI ACADEMY OF PERFORMING ARTS IN: $10,000 · Youth DevelopmentYOUNG LIFE: $6,000 · Youth DevelopmentInterVarsity Christian FellowshipUSA: $8,000 · ReligionLAUSANNE COMMITTEE FOR WORLD EVANGELIZATION: $6,000 · ReligionBusiness As Mission Global: $5,000 · ReligionSAMARITAN'S PURSE: $2,000 · ReligionSIMONS LAUFER MATHEMATICAL SCIENCES INSTITUTE: $10,000 · Science & Tech
Other$793,913International$432,000Community Improvement$429,545Education$125,000Youth Development$76,000Religion$21,000Science & Tech$10,000

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

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetFIDELITY INVESTMENTS CHARITABLE GIFT FUND: $424,545 over 2y, 0.0% of budgetPIVOT WORKS INC: $400,000 over 4y, 1.5% of budgetCHILDREN AND SCREENS-INSTITUTE OF DIGITAL MEDIA AND CHILD DEVELOPMENT INC: $60,000 over 3y, 1.9% of budgetTRUSTEES OF PHILLIPS ACADEMY: $45,000 over 2y, 0.0% of budgetCALIFORNIA INSTITUTE OF TECHNOLOGY: $35,000 over 2y, 0.0% of budgetMYRIAD USA INC: $25,000 over 2y, 0.0% of budgetGORDON COLLEGE: $25,000 over 1y, 0.0% of budgetLANAI ACADEMY OF PERFORMING ARTS IN: $10,000 over 1y, 4.2% of budgetPRACTICAL EDUCATION NETWORK AFRICA-USA INC: $10,000 over 1y, 26% of budgetSCHOOLNOVA AT STONY BROOK INC: $10,000 over 2y, 0.8% of budgetSIMONS LAUFER MATHEMATICAL SCIENCES INSTITUTE: $10,000 over 1y, 0.1% of budgetYOUNG LIFE: $6,000 over 1y, 0.0% of budgetLAUSANNE COMMITTEE FOR WORLD EVANGELIZATION: $6,000 over 1y, 0.2% of budgetBusiness As Mission Global: $5,000 over 1y, 2.5% of budgetTRUE FOUNDRY INC: $5,000 over 1y, 10% of budgetJoyCorps Project: $5,000 over 1y, 1.2% of budgetChildrens Maritime Museum at Port Jefferson dba Long Island Explorium: $2,500 over 1y, 0.7% of budgetOPEN USA: $2,000 over 1y, 0.5% of budgetHER FUTURE COALITION INC: $1,000 over 1y, 0.1% 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.

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.

Natl Christian Charit…Servant FoundationThe Signatry Charitab…Christian Community F…Raymond James Charita…Vanguard Charitable E…National Philanthropi…American Endowment Fo…Morgan Stanley Global…Donor Advised Charita…Fidelity Investments …American Online Givin…
Natl Christian Charitable Fdn IncGA13.7× affinity15 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Natl Christian Charitable Fdn Inc · Servant Foundation · The Signatry Charitable Trust · Christian Community Foundation Inc · Raymond James Charitable Endowment Fund · Vanguard Charitable Endowment Program · National Philanthropic Trust · American Endowment Foundation · Morgan Stanley Global Impact Funding Trust Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · American Online Giving Foundation 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 Kevin and Deborah Bartz Foundation funds: left to right is the share of its income from government, bottom to top the share from Kevin and Deborah Bartz Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 60%2%8%17%30%funder's share of their income ↑0%23%45%68%90%share of the org’s income from government →median 1%
  • Gordon College: 1% of income from government
no gov moneyreceives it· size = income
6get no government money at all
2report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–90%
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 37 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Kevin and Deborah Bartz’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