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· Private foundation

The Ortner Family Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$2.2M
Granted FY2024still arriving
18
Grants FY2024still arriving
8
States reached
$385k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Education$4.6MSocial Science$2.0MReligion$1.2MCivil Rights$1.1MPublic Benefit$275kHousing & Shelter$253kMembership Benefit$250kHuman Services$50kOther$0
02FY2024 · 18 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k2 grants · $8k
  • $10k–50k4 grants · $85k
  • $50k–250k8 grants · $862k
  • $250k+4 grants · $1.3M
$100,000
Median grant
8
States reached
$19M
Total assets
Largest grants
RecipientAmount
CANA ACADEMY$385,000
RELIGIOUS FREEDOM INSTITUTE$349,000
ST JEROME INSTITUTE$270,000
CATHOLIC INSTITUTE OF TECHNOLOGY$250,000
DOMINICAN HOUSE OF STUDIES COLLEGE OF THE IMMACULATE CONCEPTION$150,000
SENT INSTITUTE FOR ENTREPRENEURSHIP$150,000
THOMAS AQUINAS COLLEGE$150,000
THE INSTITUTE FOR CATHOLIC LIBERAL EDUCATION$125,000
ETHICS AND PUBLIC POLICY CENTER$100,000
A SIMPLE HOUSE$87,182
THE EVANGELICAL CATHOLIC INC$50,000
CATHOLIC EDUCATION PARTNERS$50,000
TRINITY HOUSE COMMUNITY$40,000
DIVINE MERCY ACADEMY$25,000
THE LEONINE FORUM 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 (FY17–24) land where the poverty rate runs at 10%, against an area that typically sits at 7%. 62% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 7%CATHOLIC INSTITUTE OF TECHNOLOGY: $250k → 8%THOMAS AQUINAS COLLEGE: $150k → 14%CATHOLIC EDUCATION PARTNERS: $100k → 6%THE CATHOLIC UNIVERSITY OF AMERICA: $125k → 14%THE EVANGELICAL CATHOLIC INC: $50k → 10%SAGAMORE INSTITUTE: $50k → 16%CHRIST THE REDEEMER CATHOLIC CHURCH: $100k → 4%SENT INSTITUTE FOR ENTREPRENEURSHIP: $150k → 6%CATHOLIC CHARITIES DIOCESE OF ARLINGTON: $50k → 7%ST JEROME INSTITUTE: $450k → 11%THOMAS AQUINAS COLLEGE: $50k → 14%CATHOLIC EDUCATION PARTNERS: $60k → 6%THE CATHOLIC UNIVERSITY OF AMERICA: $100k → 14%THE EVANGELICAL CATHOLIC INC: $40k → 10%SENT INSTITUTE FOR ENTREPRENEURSHIP: $100k → 6%ST JEROME INSTITUTE: $434k → 11%THOMAS AQUINAS COLLEGE: $50k → 14%CATHOLIC EDUCATION PARTNERS: $50k → 6%CANA ACADEMY: $500k → 6%ST JEROME INSTITUTE: $293k → 11%THOMAS AQUINAS COLLEGE: $50k → 14%CATHOLIC EDUCATION PARTNERS: $50k → 6%CORNERSTONE SCHOOLS OF WASHINGTON DC: $50k → 14%CANA ACADEMY: $500k → 6%ST JEROME INSTITUTE: $280k → 11%THOMISTIC INSTITUTE: $250k → 14%CANA ACADEMY: $500k → 6%ST JEROME INSTITUTE: $270k → 11%DOMINICAN HOUSE OF STUDIES COLLEGE OF THE IMMACULATE CONCEPTION: $150k → 14%CANA ACADEMY: $400k → 6%ST JEROME INSTITUTE: $234k → 11%THOMISTIC INSTITUTE: $150k → 14%CANA ACADEMY: $385k → 6%THOMISTIC INSTITUTE: $125k → 14%CANA ACADEMY: $375k → 6%THOMISTIC INSTITUTE: $100k → 14%THOMISTIC INSTITUTE: $100k → 14%THOMISTIC INSTITUTE: $60k → 14%RELIGIOUS FREEDOM INSTITUTE: $360k → 14%RELIGIOUS FREEDOM INSTITUTE: $349k → 14%RELIGIOUS FREEDOM INSTITUTE: $109k → 14%ETHICS AND PUBLIC POLICY CENTER: $100k → 14%RELIGIOUS FREEDOM INSTITUTE: $100k → 14%ETHICS AND PUBLIC POLICY CENTER: $100k → 14%RELIGIOUS FREEDOM INSTITUTE: $81k → 14%ETHICS AND PUBLIC POLICY CENTER: $50k → 14%RELIGIOUS FREEDOM INSTITUTE: $35k → 14%RELIGIOUS FREEDOM INSTITUTE: $35k → 14%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

NH
MN
WI
MA
IN
CA
VA
MD
DC
LA
TX
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.

92%of every dollar goes to organizations it has funded before.
$8.9M · 17 repeat orgs$735k to everyone else

17 repeat relationships: 13 still active in FY2024, 4 since wound down; 5 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

17
8

Total granted

$8.9M
$295k

Median revenue growth · since first grant

+12%
+49%

Still filing today

59%
63%

New vs renewed · share of each year

In FY2024, 80% of grant dollars renewed an existing relationship; $440k went to new ones.

50%100%’17’18’20’21’22’23’24
RenewedFirst-time

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

’17’18’20’21’22’23’24
EducationReligionPublic BenefitPhilanthropyArts & CultureMembership BenefitOther
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

  • JE
    JM EDUCATIONAL GROUP
    6× · 2018–2024 · $575k · revenue +654%
  • TA
    THOMAS AQUINAS COLLEGE
    4× · 2018–2024 · $300k · revenue +9%
  • EA
    ETHICS AND PUBLIC POLICY CENTER INC
    4× · 2020–2024 · $275k · revenue +190%

Funded once

  • CT
    CHRIST THE REDEEMER CATHOLIC CHURCH
    one grant, 2020 · $100k
  • CC
    CATHOLIC CHARITIES DIOCESE OF ARLINGTON
    one grant, 2020 · $50k
  • CS
    CORNERSTONE SCHOOLS OF WASHINGTON DC INCgraduated
    one grant, 2021 · $50k · revenue +39%
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
Collegium Institute

Collegium Institute is a Catholic intellectual apostolate that fosters the Catholic intellectual tradition within the University of Pennsylvania community and within the greater region and secular academia. (Continued on Sch. O)

—
2
The Institute for Advanced Catholic Studies

The institute's mission is to conduct research on key issues facing society to help both the church and society deal thoughtfully with the major issues they face globally. the institute also sponsors and conducts research and scholarship…

Religion
3
Lumen Christi Institute

To make the catholic intellectual tradition a vital part of the culture of universities. to enrich academic communities at the university of chicago, across the nation, and the world with the insights of catholic thought. to dialogue with…

—
4
Chesterton Academy of St Philip Neri

Inspired by Saint Pope John Paul II, we take as our motto Cultura Vitae, the culture of life, as our students triumph over the materialism and despair that pervades our culture in order to have life and have it abundantly. We do this with…

Education
5
The Institute On Religion and Public Life Inc

The institute on religion and public life is an interreligious, nonpartisan research and educational 501(c)(3) organization. the institute's mission is to articulate a governing consensus that supports: (see schedule o)- a religiously…

—
6
Chesterton Academy of Saint John the Evangelist

The mission of Chesterton Academy is to help parents raise up a new generation of joyful leaders and saints, educated in the classical tradition and the truths of the Catholic faith.

Education
7
Center of Theological Inquiry

The Center of Theological Inquiry is an independent research institution with an international visiting scholar program which convenes researchers in an ideal setting for interdisciplinary inquiries where theology casts light on global…

Religion
8
Puritan Reformed Theological Seminary

To prepare students to serve christ and his church through biblical, experiential and practical ministry. prts provides theological training and instruction in accordance with the scriptures and the historic reformed creeds for promotion…

Education
9
Austin Trinity School

Trinity episcopal school (trinity) is a not-for-profit independent school whose mission is to provide an enriched academic curriculum in a christian environment. trinity is not affiliated with or sponsored by any parish. we will nurture…

Education
10
Loyola University

Loyola University New Orleans, a Jesuit and Catholic institution of higher education, welcomes students of diverse backgrounds and prepares them to lead meaningful lives with and for others; to pursue truth, wisdom, and virtue; and to work…

Education
11
St John's University New York

St. john's university is a catholic, vincentian, metropolitan, and global institution of higher education (continued on schedule o).

Education
12
John Paul the Great Academy

John paul the great is a private, pk4-12 independent school committed to teaching an exemplary, rigorous classical curriculum, and a comprehensive understanding of the roman catholic faith.

Education
How this is measured
The grantee most central to the portfolio’s shape is Ethics and Public Policy Center Inc; the most unlike its peers is Cana Academy. 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 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. 17 of the 30 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)
3
Early backer (in before they grew)
17/17
Grantees still filing
12/17
Grew since first funded

Where the money sits, by cause and then by grantee

CANA ACADEMY: $2,660,000 · EducationCANA ACADEMYRELIGIOUS FREEDOM INSTITUTE INC: $1,068,250 · EducationRELIGIOUS FREEDOM INSTITUTE INCJM EDUCATIONAL GROUP: $575,000 · EducationJM EDUCATIONAL GROUPTHOMAS AQUINAS COLLEGE: $300,000 · EducationTHOMAS AQUINAS COLLEGETHE CATHOLIC UNIVERSITY OF AMERICA: $250,000 · Education+3 more: $109,473 · EducationST JEROME INSTITUTE: $1,960,002 · OtherST JEROME INSTITUTETHOMISTIC INSTITUTE: $785,000 · OtherTHOMISTIC INSTITUTECATHOLIC EDUCATION PARTNERS: $260,000 · OtherCATHOLIC EDUCATION PARTNERSA SIMPLE HOUSE: $253,072 · OtherA SIMPLE HOUSECATHOLIC INSTITUTE OF TECHNOLOGY: $250,000 · OtherCATHOLIC INSTITUTE OF TECHNOLOGYDOMINICAN HOUSE OF STUDIES COLLEGE OF THE IMMACULATE CONCEPTION: $150,000 · Other+7 more: $277,500 · Other+7 moreETHICS AND PUBLIC POLICY CENTER INC: $275,000 · Public BenefitSAGAMORE INSTITUTE INC: $50,000 · Public BenefitSENT INSTITUTE FOR ENTREPRENEURSHIP: $250,000 · Membership BenefitTHE EVANGELICAL CATHOLIC INC: $105,300 · ReligionTRINITY HOUSE COMMUNITY: $65,000 · ReligionINTERNATIONAL DOMINICAN FOUNDATION: $20,000 · ReligionTHE LEONINE FORUM INC: $10,000 · ReligionTHE SOCIETY OF GILBERT KEITH CHESTERTON: $9,000 · Arts & CultureTHE PHILANTHROPY ROUNDTABLE: $1,000 · Philanthropy
Education$4,962,723Other$3,935,574Public Benefit$325,000Membership Benefit$250,000Religion$200,300Arts & Culture$9,000Philanthropy$1,000

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

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetCANA ACADEMY: $2,660,000 over 6y, 91% of budgetRELIGIOUS FREEDOM INSTITUTE INC: $1,068,250 over 7y, 20% of budgetJM EDUCATIONAL GROUP: $575,000 over 6y, 21% of budgetTHOMAS AQUINAS COLLEGE: $300,000 over 4y, 0.4% of budgetETHICS AND PUBLIC POLICY CENTER INC: $275,000 over 4y, 1.4% of budgetTHE CATHOLIC UNIVERSITY OF AMERICA: $250,000 over 3y, 0.0% of budgetSENT INSTITUTE FOR ENTREPRENEURSHIP: $250,000 over 2y, 12% of budgetTHE EVANGELICAL CATHOLIC INC: $105,300 over 3y, 1.9% of budgetTRINITY HOUSE COMMUNITY: $65,000 over 2y, 4.9% of budgetCORNERSTONE SCHOOLS OF WASHINGTON DC INC: $50,000 over 1y, 1.9% of budgetSAGAMORE INSTITUTE INC: $50,000 over 1y, 0.3% of budgetTRINITY SCHOOLS INC: $34,473 over 2y, 0.1% of budgetDivine Mercy Academy: $25,000 over 1y, 2.4% of budgetINTERNATIONAL DOMINICAN FOUNDATION: $20,000 over 1y, 0.1% of budgetTHE LEONINE FORUM INC: $10,000 over 1y, 1.0% of budgetTHE PHILANTHROPY ROUNDTABLE: $1,000 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 CANA ACADEMY ↗
  • Who funds RELIGIOUS FREEDOM INSTITUTE INC ↗
  • Who funds JM EDUCATIONAL GROUP ↗
  • Who funds THOMAS AQUINAS COLLEGE ↗
  • Who funds ETHICS AND PUBLIC POLICY CENTER INC ↗
  • Who funds THE CATHOLIC UNIVERSITY OF AMERICA ↗
  • Who funds SENT INSTITUTE FOR ENTREPRENEURSHIP ↗
  • Who funds THE EVANGELICAL CATHOLIC INC ↗
  • Who funds TRINITY HOUSE COMMUNITY ↗
  • Who funds CORNERSTONE SCHOOLS OF WASHINGTON DC INC ↗
  • Who funds SAGAMORE INSTITUTE INC ↗
  • Who funds TRINITY SCHOOLS INC ↗
  • Who funds Divine Mercy Academy ↗
  • Who funds INTERNATIONAL DOMINICAN FOUNDATION ↗
  • Who funds THE LEONINE FORUM INC ↗
  • Who funds THE SOCIETY OF GILBERT KEITH CHESTERTON ↗
  • Who funds THE PHILANTHROPY ROUNDTABLE ↗

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.

The Catholic Association FoundationDC15.7× affinity5 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Catholic Association Foundation · National Philanthropic Trust · Knights of Columbus Charitable Fund Inc · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · Morgan Stanley Global Impact Funding Trust Inc · Natl Christian Charitable Fdn Inc · American Endowment Foundation · Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · American Online Giving Foundation Inc · 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.

How much its grantees rely on government

Each dot is one organization The Ortner Family Foundation funds: left to right is the share of its income from government, bottom to top the share from The Ortner Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%6%25%56%100%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →
    no gov moneyreceives it· size = income
    1get no government money at all
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    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.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to The Ortner Family Foundation?

    Find your warmest path to The Ortner Family 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 from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 30 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

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