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Montreal, QC · Private foundation

Herzog Family Trust

The HERZOG FAMILY TRUST provides funds to qualified donees as defined in the income tax act and advances education by providing scholarships

C$206k
Granted FY2024still arriving
2
Grants FY2024still arriving
2
Regions reached
C$167k
Largest
01What you fund
01FY2024 · 2 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

  • C$10k–50k1 grant · C$39k
  • C$50k–250k1 grant · C$167k
C$167,306
Median grant
2
Regions reached
C$367k
Total assets
Largest grants
RecipientAmount
ACH FOUNDATIONC$167,306
J&B HERZOG CHARITABLE FOUNDATIONC$38,679
02The need
02

Do your dollars go where the need is?

Where your grant dollars land — at home and around the world.

Your giving at home — 81% of grant dollars (C$28M). The 19% that went abroad (C$6.7M) is mapped below.

Beyond home — 19% of all-years giving (C$6.7M)

1 country, by the recipient’s country on the filing.

grant dollars sentlessmore
USC$1k · 1 grant

International giving is mapped by the recipient’s country from the same T3010 filings; comparable need data isn’t available at that grain.

03Your edge
repeat funding

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.

79%of every dollar goes to organizations you’ve funded before.
C$28M · 37 repeat orgsC$7.3M to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +25% since the first grant, against +16% for the ones you funded once.

37 repeat relationships — 2 still active in FY2024, 35 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

37
47

Total granted

C$28M
C$7.3M

Median revenue growth · since first grant

+25%
+16%

Still filing today

92%
85%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; C$0 went to new ones.

50%100%’17’18’19’21’22’23’24
RenewedFirst-time

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.”

Backed again, and grew

  • AF
    ACH FOUNDATION
    3× · 2022–2024 · C$11M · revenue +25% · 94% of their budget
  • JH
    JEWISH HERITAGE FOUNDATION OF CANADA
    3× · 2019–2023 · C$3.1M · revenue +423%
  • MH
    MESORAH HERITAGE FOUNDATION
    5× · 2017–2023 · C$1.4M · revenue +13% · 88% of their budget

Funded once

  • PR
    PLEASE REFER TO SCHEDULE ATTACHMENT
    one grant, 2021 · C$6.7M
  • TL
    TIKVAH L'CHAIM/TZOHAR
    one grant, 2018 · C$306k · revenue +96% · 51% of their budget
  • KB
    KEHILAS BELZgraduated
    one grant, 2019 · C$71k · revenue +268%

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent CRA filings.

04Your field

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 matches that aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
The Zahavy Family Foundation

Support of jewish education and institutions

—
2
Kollel Menachem

To advance and teach the religious tenets doctrines and observances associated with the jewish faith. to advance education by providing scholarships for talmudic scholars; and to undertake activities ancillary and incidental to the…

—
3
Jewish Heritage Foundation International

Provide scholarships and assistance to deserving students to continue their religious courses given at mosdos gur in jerusalem israel.

—
4
Yeshiva Student Religious Education Fund

The organization has been set up to provide religious education.

—
5
Kollel Tosh

The charity advances education and religion by operating a school for post graduate talmudic students as well as providing scholarships and bursaries.

—
6
The Yeshivah Scholarship Fund of Israel

Provide scholarships to needy students persuing studies of higher education in israel.

—
7
Mishmeret

During the fiscal period, the organization accepted funds which were dispersed as scholarships to deserving students and to sholars doing research to be used in the study of judaism.

—
8
Kolel of Congregation Chaside Belz Umachzike Hadasz / Kolel de congrégation Chaside Belz Umachzike Hadasz

Provide scholarships to students operates torah study learning

—
9
Yeshivas Oholei Menachem Mendel Lubavitch

To establish an orthodox jewish high school for boys devoted to the study of the laws tenets and doctrines of the jewish faith.

—
10
ÉCole Mesifta Yoel Moshe

To carry on a school for religious studies and to pursue the advancement of religion and rituals of jewish interest.

—
11
Yeshivah Toras Chaim

The charity provides scholarships and assistance to needy students to enable them to study at yeshiva toras chalm

—
12
Chesed L'avraham

The charity provides religious education for underpriveleged children in israel

—

For reference, the grantee most central to the portfolio’s shape is Les Amis Canadiens Du Seminaire Yeshivah Mirer De Jerusalem Inc./Canadian Friends of the Seminary Yeshivah Mirer of Jerusalem and the most unlike its peers is Wts Canadian Education Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

03the grantee network

79 grantees tracked through their own filings, 2017–2024.

Each one resolved to its own CRA 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 2017–2024, not grant rows in a single year — so this will not match the grant count on the cover. 79 of the 84 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.

4
Load-bearing (≥25% of a budget)
23
Early backer (in before they grew)
74/79
Grantees still filing
55/79
Grew since you first funded

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%C$100kC$1.0MC$10MC$100Mgrantee revenue →↑ your share of their budgetACH FOUNDATION — C$11,357,532 over 3y, 94% of budgetBeth Oloth Charity — C$4,248,239 over 2y, 3.9% of budgetJEWISH HERITAGE FOUNDATION OF CANADA — C$3,120,193 over 3y, 6.9% of budgetMESORAH HERITAGE FOUNDATION — C$1,405,152 over 5y, 88% of budgetKOLLEL DAF YOMI INSTITUTE — C$886,767 over 3y, 4.6% of budgetZICHRON CHAIM CHARITY — C$533,319 over 4y, 1.5% of budgetCANADIAN FRIENDS OF BETH JOSEPH ZVI — C$523,411 over 3y, 74% of budgetCONGREGATION BELZ — C$367,684 over 2y, 3.9% of budgetTIKVAH L'CHAIM/TZOHAR — C$305,785 over 1y, 51% of budgetB'NAI LEVY FOUNDATION — C$259,400 over 2y, 1.6% of budgetMIZRACHI ORGANIZATION OF CANADA — C$189,936 over 4y, 1.3% of budgetCHARITÉ TZEDAKAH MONTRÉAL — C$141,495 over 3y, 1.2% of budgetNE'EMAN FOUNDATION CANADA — C$124,415 over 4y, 1.3% of budgetYESHIVAT YESODEI HATORA — C$83,950 over 5y, 0.3% of budgetFRIENDS OF SIMON WIESENTHAL CENTER FOR HOLOCAUST STUDIES — C$78,990 over 2y, 0.4% of budgetSHOMRAI SHABOTH-CHEVRAH MISHNAYOTH CONGREGATION — C$73,899 over 4y, 1.5% of budgetKEHILAS BELZ — C$71,441 over 1y, 4.4% of budgetMAHARAM TAV FUND — C$59,765 over 2y, 0.2% of budgetMIFALEI CHAIM BECHESED (MCB) — C$54,837 over 2y, 0.7% of budgetHATZOLAS YISROEL D'ARIZAL — C$44,771 over 4y, 0.2% of budgetYESIVAS NACHALAS ZVI — C$38,000 over 2y, 2.5% of budgetAGUDATH ISRAEL OF MONTREAL — C$26,538 over 1y, 6.3% of budgetCaribou Torah Education Foundation — C$25,000 over 1y, 0.4% of budgetPEYLIM OF CANADA — C$23,191 over 5y, 3.0% of budgetRayjo Charitable Trust — C$21,215 over 1y, 0.1% of budgetCANADIAN FRIENDS MESIFTA TIFERETH ISRAEL OF RIZHIN AMIS CANA — C$15,583 over 1y, 8.0% of budgetCONGREGATION SHOAVEI MAYIM — C$14,804 over 4y, 1.0% of budgetVIZNITZ INSTITUION — C$14,600 over 3y, 0.3% of budgetKAV SHALOM — C$14,528 over 2y, 0.1% of budgetCONGREGATION KAHAL AVREICHIM — C$13,055 over 5y, 1.5% of budgetCHAI LIFELINE CANADA — C$9,860 over 3y, 0.1% of budgetEITZ CHAIM — C$8,000 over 3y, 0.0% of budgetB'NAI ZION CHARITY FUND — C$7,500 over 4y, 0.2% of budgetCANADIAN FRIENDS OF YAD ELIEZER — C$6,506 over 1y, 0.1% of budgetMERKAX HACHINUCH — C$5,000 over 1y, 0.3% of budgetCANADIAN FRIENDS OF SANZ INSTITUTIONS — C$5,000 over 1y, 0.2% of budgetCONGREGATION RESHITH CHOCHMA, FIRST MESIFTA OF CANADA — C$4,984 over 3y, 0.8% of budgetGATES OF MERCY — C$4,675 over 1y, 0.1% of budgetKOLLEL KESER TORAH — C$4,500 over 3y, 0.2% of budgetTOMCHEI SHABBOS OF MONTREAL — C$4,300 over 2y, 0.4% of budgetCANADIAN FRIENDS OF YAD LACHIM ORGANIZATION — C$3,700 over 4y, 0.9% of budgetTORAH UMESORAH CANADA — C$3,600 over 1y, 3.0% of budgetPATHS OF TORAH SCHOOL — C$2,990 over 1y, 0.1% of budgetCONGREGATION EITZ CHAIM — C$2,706 over 1y, 2.8% of budgetBLF CANADA — C$2,600 over 1y, 2.0% of budgetMISHKHAN AVRAHAM — C$2,600 over 1y, 1.0% of budgetNER ISRAEL-JOSEPH (J.T) TANENBAUM YESHIVAH COLLEGE OF TORONT — C$2,300 over 2y, 0.1% of budgetTORAH IN MOTION — C$2,000 over 2y, 0.4% of budget
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.

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.

Heitner Charitable FoundationON30.3× affinity29 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Heitner Charitable Foundation · The F&R Hauer Charitable Foundation · J & H Feldman Charitable Foundation · The IV Charitable Foundation · Hatzolas Yisroel D'Arizal · Fieldgate Cares Foundation · Matan Bsayser Foundation · Jack and Doris Bistricer Charitable Foundation · Rayjo Charitable Trust · Zolty Charitable Foundation · Moral Arc Foundation · Zichron Binyomin Charity 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.

On method. Every financial figure here is read directly from the Canada Revenue Agency’s published T3010 data — your own annual information return and the multi-year returns of the 84 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year) — each linked to its source. Grantee achievements and outcomes are each organization’s own program description on its T3010; we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your 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 a BN, 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. How we build these →

Generated from your T3010 annual information return for the fiscal period ending 2024-12-31, as published by the Canada Revenue Agency in 2024. Amounts are Canadian dollars, as filed and never converted. Registered as a private foundation under support of schools and education.

Source object 830922928:2024-12-31 · View the T3010 on the CRA register

Play a game based on Herzog Family’s filings →