Skip to content
Wert Family Foundation at a glance

· Private foundation

Wert Family Foundation

Its FY2021 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$78k
Granted FY2020
15
Grants FY2020
1
States reached
$25k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead

Read this first · the figures below need context

100% of Wert Family Foundation’s FY2021 grant dollars went to National Philanthropic Trust, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2021 names 0 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2020, the last year Wert Family Foundation named its own grantees at scale: 8 organizations, $78k. It is dated, not current.

Organizations named directly on the return

6
’17
8
’18
10
’19
8
’20
0
’21

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

01What it funds
0178% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2021.

Philanthropy$67kReligion$62kHealth$18kHuman Services$13kEducation$3kPublic Safety & Disaster$2kEnvironment$1kArts & Culture$1kOther$0
02FY2020 · 15 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2020

  • Under $10k10 grants · $3k
  • $10k–50k5 grants · $75k
$300
Median grant
1
States reached
$0
Total assets
Largest grants
RecipientAmount
Individual grant recipient$25,000
Individual grant recipient$15,000
TEMPLE ISRAEL$14,600
HENNEPIN HEALTHCARE FOUNDATION$10,000
SHOLOM HOME$10,000
CHILDREN'S CANCER RESEARCH FUND$1,000
APPETITE FOR CHANGE$500
HOPE CHEST$300
MINNESOTA LANDSCAPE ARBORETUM$250
INTERFAITH OUTREACH$250
AMPERSAND FAMILIES$250
Individual grant recipient$250
Individual grant recipient$220
MINNESOTA PUBLIC RADIO$200
TWIN CITIES PUBLIC TELEVISION$200
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 (FY18–20, $2k) land where the poverty rate runs at 11%, against an area that typically sits at 9%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%GREATER MINNEAPOLIS CRISIS NURSERY: $500 → 11%AMPERSAND FAMILIES: $250 → 14%APPETITE FOR CHANGE: $500 → 11%APPETITE FOR CHANGE: $500 → 11%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

MN
IL
WI
NY
PA
CA
MO
VA
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.

91%of every dollar goes to organizations it has funded before.
$275k · 12 repeat orgs$29k to everyone else

12 repeat relationships: 8 still active in FY2020, 4 since wound down; 7 grantees were first funded in FY2020 (too recent to call). Read against FY2020, 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
17

Total granted

$275k
$7k

Median revenue growth · since first grant

+8%
+28%

Still filing today

42%
53%

New vs renewed · share of each year

In FY2020, 73% of grant dollars renewed an existing relationship; $21k went to new ones.

50%100%’17’18’19’20
RenewedFirst-time

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

’17’18’19’20
HealthArts & CultureHuman ServicesYouth DevelopmentRecreation & SportsPhilanthropyOther
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 BLAKE SCHOOL
    3× · 2017–2019 · $3k · revenue +8%
  • SD
    ST DAVID'S CENTER
    2× · 2018–2019 · $2k · revenue +44%
  • AF
    APPETITE FOR CHANGE INC
    2× · 2018–2020 · $1k · revenue +61%

Funded once

  • AR
    AMERICAN RED CROSS
    one grant, 2017 · $2k
  • PP
    PLANNED PARENTHOOD
    one grant, 2017 · $1k
  • GL
    Girls Leadership Institute Inc dba Girls Leadership
    one grant, 2019 · $500 · revenue -25%
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
National Public Radio Inc

National public radio, inc. ("npr") works collaboratively with member public radio station licensees ("member stations") to create a more informed public, one that is challenged and invigorated by a deeper understanding and appreciation of…

Arts & Culture
2
Minnesota Medical Association

To be the leading voice of medicine to make minnesota the healthiest state and the best place to practice.

—
3
Minnesota Business Partnership

The minnesota business partnership's mission is to maintain a high quality of life for all minnesotans by ensuring that the state's economy remains strong, globally competitive and its prospects for growth bright by working with elected…

—
4
Npr Foundation

The npr foundation ("foundation") is organized and operated exclusively for the benefit of its sole supported organization, national public radio, inc. ("npr inc."). the foundation supports npr inc. through various activities such as…

—
5
Minnesota Chamber of Commerce and Industry

The minnesota chamber of commerce proactively leads the business community statewide to: advance pro-business, responsible minnesota public policy that creates jobs and grows the econony; provde member services to address evolving business…

—
6
Minnesota Council on Foundations

MCF is a vibrant philanthropic community connecting, strengthening and mobilizing the power of philanthropy to advance prosperity and equity.

—
7
Planned Parenthood North Central States Foundation

To build and maintain financial support for planned parenthood north central states to advance and protect sexual and reproductive health care for all.

Human Services
8
Mn Community Measurement

Mn community measurement empowers stakeholders with meaningful information to drive improvement.

Health
9
Children's Health Care

We champion the health needs of children and families. we are committed to improving children's health by providing the highest-quality, family centered care, advanced through research and education.

Health
10
Women Winning

To encourage, promote, support, and elect pro-choice women of all political parties to all levels of public office in minnesota.

Public Benefit
11
Mentoring Partnership of Minnesota

Mentoring partnership of minnesota (mpm) builds and elevates the capacity of programs, systems and policies to strengthen youth mentoring relationships. strategic priorities include: 1. support a statewide mentoring partner network2.…

Employment
12
The Minneapolis Foundation

The foundation cultivates generosity by taking action on the greatest civic, social, and economic needs partnering with nonprofits, facilitating grantmaking, driving research and advocacy, and providing services to donors seeking to make a…

Philanthropy
How this is measured
The grantee most central to the portfolio’s shape is Interfaith Outreach and Community Partners; the most unlike its peers is Planned Parenthood. 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

19 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. 19 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.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
19/19
Grantees still filing
15/19
Grew since first funded

Where the money sits, by cause and then by grantee

Individual grant recipient: $100,000 · OtherIndividual grant recipientIndividual grant recipient: $100,000 · OtherIndividual grant recipientTEMPLE ISRAEL: $61,700 · OtherTEMPLE ISRAELSHOLOM HOME: $10,000 · Other+18 more: $8,870 · OtherNATIONAL PHILANTHROPIC TRUST: $67,229 · PhilanthropyNATIONAL PHILANTHROPI…CHILDREN'S CANCER RESEARCH FUND: $4,200 · PhilanthropyCHILDREN'S CANCER RES…HENNEPIN HEALTH FOUNDATION: $10,000 · HealthPLANNED PARENTHOOD: $1,000 · Health+2 more: $525 · HealthTHE BLAKE SCHOOL: $2,500 · EducationAPPETITE FOR CHANGE INC: $1,000 · Human ServicesGREATER MINNEAPOLIS CRISIS NURSERY: $500 · Human ServicesAMPERSAND FAMILIES: $250 · Human ServicesST DAVID'S CENTER: $1,500 · Youth DevelopmentWELLFIT GIRLS PROGRAM SOUTHWEST FLORIDA INC: $200 · Youth DevelopmentMINNESOTA PUBLIC RADIO AMERICAN PUBLIC MEDIA: $800 · Arts & CultureGULFSHORE PLAYHOUSE INC: $250 · Arts & CultureTWIN CITIES PUBLIC TELEVISION INC: $200 · Arts & Culture
Other$280,570Philanthropy$71,429Health$11,525Education$2,500Human Services$1,750Youth Development$1,700Arts & Culture$1,250

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 budgetNATIONAL PHILANTHROPIC TRUST: $67,229 over 1y, 0.0% of budgetHENNEPIN HEALTH FOUNDATION: $10,000 over 1y, 0.1% of budgetCHILDREN'S CANCER RESEARCH FUND: $4,200 over 4y, 0.0% of budgetTHE BLAKE SCHOOL: $2,500 over 3y, 0.0% of budgetST DAVID'S CENTER: $1,500 over 2y, 0.0% of budgetAPPETITE FOR CHANGE INC: $1,000 over 2y, 0.0% of budgetMINNESOTA PUBLIC RADIO AMERICAN PUBLIC MEDIA: $800 over 4y, 0.0% of budgetGirls Leadership Institute Inc dba Girls Leadership: $500 over 1y, 0.0% of budgetGREATER MINNEAPOLIS CRISIS NURSERY: $500 over 1y, 0.0% of budgetNAMI National: $275 over 1y, 0.0% of budgetAMPERSAND FAMILIES: $250 over 1y, 0.0% of budgetINTERFAITH OUTREACH AND COMMUNITY PARTNERS: $250 over 1y, 0.0% of budgetCROHN'S & COLITIS FOUNDATION INC: $250 over 1y, 0.0% of budgetLake Minnetonka Association: $250 over 1y, 0.1% of budgetGULFSHORE PLAYHOUSE INC: $250 over 1y, 0.0% of budgetTWIN CITIES PUBLIC TELEVISION INC: $200 over 1y, 0.0% of budgetHERZL CAMP ASSOCIATION INC: $200 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.

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 Minneapolis Found…Mike & Linda Fiterman…Saint Paul & Minnesot…Tankenoff Families Fo…Minnesota Community F…Otto Bremer TrustThe Richard M Schulze…American Endowment Fo…Jpmorgan Chase Founda…National Philanthropi…Vanguard Charitable E…The Blackbaud Giving …
The Minneapolis FoundationMN16.9× affinity6 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Minneapolis Foundation · Mike & Linda Fiterman Family Foundation · Saint Paul & Minnesota Foundation · Tankenoff Families Foundation · Minnesota Community Foundation · Otto Bremer Trust · The Richard M Schulze Family Foundation · American Endowment Foundation · Jpmorgan Chase Foundation · National Philanthropic Trust · Vanguard Charitable Endowment Program · The Blackbaud Giving 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 Wert Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Wert Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%0%1%3%5%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 0%
  • Gulfshore Playhouse Inc: 0% of income from government
no gov moneyreceives it· size = income
1get no government money at all
5report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
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 2020, released 2020. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Wert Family’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