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· Private foundation

Arthur J & Mary C Lerman Charitable Foundation Inc

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.

$134k
Granted FY2025still arriving
6
Grants FY2025still arriving
3
States reached
$60k
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, FY2020 to 2025.

Education$392kArts & Culture$101kReligion$25kPhilanthropy$5kHuman Services$5kPublic Safety & Disaster$1k
02FY2025 · 6 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k3 grants · $14k
  • $10k–50k1 grant · $10k
  • $50k–250k2 grants · $110k
$10,000
Median grant
3
States reached
$1.7M
Total assets
Largest grants
RecipientAmount
CARMEL CATHOLIC HIGH SCHOOL DEVELOPMENT$60,000
PALM BEACH DAY ACADEMY$50,000
LOUISVILLE ORCHESTRA$10,000
SPEED ART MUSEUM$7,410
SAINT LEONARD CATHOLIC CHURCH$5,842
THE QUEENS DAUGHTERS$1,000
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:

Its human-services grants (FY22–22, $5k) land where the poverty rate runs at 15%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%CATHOLIC CHARITIES OF LOUISVILLE: $5k → 15%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.
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.

96%of every dollar goes to organizations it has funded before.
$511k · 9 repeat orgs$19k to everyone else

9 repeat relationships: 6 still active in FY2025, 3 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

9
7

Total granted

$511k
$19k

Median revenue growth · since first grant

+55%
+189%

Still filing today

56%
57%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

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

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

’20’21’22’23’24’25
Arts & CultureEducationHuman ServicesPhilanthropyCrime & LegalOther
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

  • SA
    SPEED ART MUSEUM
    6× · 2020–2025 · $70k · revenue +224%
  • TL
    THE LOUISVILLE ORCHESTRA INC
    3× · 2020–2025 · $19k · revenue +109%
  • CE
    CATHOLIC EDUCATION FOUNDATION INC
    2× · 2020–2021 · $12k · revenue +55%

Funded once

  • KO
    KENTUCKY OPERA
    one grant, 2023 · $9k
  • CC
    CATHOLIC CHARITIES OF LOUISVILLE INCgraduated
    one grant, 2022 · $5k · revenue +189%
  • KD
    KENTUCKY DANCE COUNCIL INC DBA LOUISVILLE BALLETgraduated
    one grant, 2022 · $2k · revenue +51%
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
Louisville Academy of Music

The louisville academy of music welcomes everyone to join our musical community. lam nurtures lifelong learners, not solely as musicians but also as creative, inspired people. equity in music education is a force to realize potential,…

Arts & Culture
2
Central Kentucky Youth Orchestra Society Inc

To provide, in cooperation with public and private schools, equitable access to the highest quality musical opportunities and to foster a life- long love of music for dedicated young musicians. ckyo enriches the lives of its student…

—
3
North Carolina Symphony Society Inc

To be north carolina's state orchestra, an orchestra achieving the highest level of artistic quality and performance standards, and embracing its dual legacies of statewide service and music education.

Arts & Culture
4
Kansas City Symphony

Its mission is to perform great performances for greater audiences. the kansas city symphony will achieve this mission by: - developing an uncompromising performance standard. - advancing the profile and value of the orchestra locally,…

Arts & Culture
5
Opera Theatre of Saint Louis

Opera theatre's mission is to shape a vibrant future for opera by connecting, inspiring, and entertaining our communities through the power and beauty of the art form; to foster the next generation by empowering a diverse group of artists,…

Arts & Culture
6
Hawaii Symphony Orchestra

To present the highest-quality performances of great music, bringing national and international distinction to the orchestra and its community; to delight and educate audiences of all ages and backgrounds, and enhance the cultural vitality…

Arts & Culture
7
Kentucky Opera Association Inc

Kentucky opera sparks discovery, joy, and connection among communities throughout the commonwealth with the shared experience of opera.

Arts & Culture
8
Colorado Symphony Association

The colorado symphony association (csa) is a not-for-profit organization established to fund and operate the colorado symphony orchestra for the enjoyment and benefit of the citizens of metropolitan denver and (cont'd on schedule…

Arts & Culture
9
Greater Louisville Sports Commission Inc

To attract, create, and host quality sporting events in the louisville area that increase economic vitality, enhance the quality of life, promote healthy lifestyles, and brand louisville as a great place to live, work, and play.

Recreation & Sports
10
Museum of Arts and Design

To collect, display and interpret objects in craft art and design.

Arts & Culture
11
Cincinnati Symphony Orchestra

The mission of the cincinnati symphony orchestra is to seek and share inspiration.

Arts & Culture
12
University of Louisville Foundation Inc

The foundation supports the university of louisville in its effort to maintain its distinction as a premier, nationally recognized metropolitan research university while promoting the university's departments in their educational,…

Education
How this is measured
The grantee most central to the portfolio’s shape is The Louisville Orchestra Inc; the most unlike its peers is Louisville Metro Police Foundation Inc. 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

9 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. 9 of the 16 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)
9/9
Grantees still filing
8/9
Grew since first funded

Where the money sits, by cause and then by grantee

CARMEL CATHOLIC HIGH SCHOOL DEVELOPMENT: $170,000 · OtherCARMEL CATHOLIC HIGH SCHOOL DEVELOPMENTSAINT FRANCIS OF ROME CHURCH: $13,000 · OtherSAINT FRANCIS OF ROME CHURCHSAINT LEONARD CATHOLIC CHURCH: $12,208 · OtherSAINT LEONARD CATHOLIC CHURCHST XAVIER HIGH SCHOOL INC: $11,000 · OtherKENTUCKY OPERA: $8,720 · Other+3 more: $2,200 · OtherPALM BEACH DAY ACADEMY INC: $198,875 · EducationPALM BEACH DAY ACADEMY INCCATHOLIC EDUCATION FOUNDATION INC: $12,000 · EducationCATHOLIC EDUCATION FOUNDATION INCSPEED ART MUSEUM: $70,410 · Arts & CultureSPEED ART MUSEUMTHE LOUISVILLE ORCHESTRA INC: $18,920 · Arts & CultureTHE LOUISVILLE ORCH…+1 more: $2,000 · Arts & CultureCATHOLIC CHARITIES OF LOUISVILLE INC: $5,000 · Human ServicesQUEEN'S DAUGHTERS INC: $4,241 · PhilanthropyLOUISVILLE METRO POLICE FOUNDATION INC: $1,000 · Crime & Legal
Other$217,128Education$210,875Arts & Culture$91,330Human Services$5,000Philanthropy$4,241Crime & Legal$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$10Mgrantee revenue →↑ funder's share of their budgetPALM BEACH DAY ACADEMY INC: $198,875 over 4y, 0.2% of budgetSPEED ART MUSEUM: $70,410 over 6y, 0.3% of budgetTHE LOUISVILLE ORCHESTRA INC: $18,920 over 3y, 0.1% of budgetCATHOLIC EDUCATION FOUNDATION INC: $12,000 over 2y, 0.2% of budgetCATHOLIC CHARITIES OF LOUISVILLE INC: $5,000 over 1y, 0.0% of budgetQUEEN'S DAUGHTERS INC: $4,241 over 3y, 2.4% of budgetKENTUCKY DANCE COUNCIL INC DBA LOUISVILLE BALLET: $2,000 over 1y, 0.0% of budgetLOUISVILLE METRO POLICE FOUNDATION INC: $1,000 over 1y, 0.1% of budgetNORTHERN KENTUCKY SYMPHONY: $1,000 over 1y, 0.2% 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 PALM BEACH DAY ACADEMY INC ↗
  • Who funds SPEED ART MUSEUM ↗
  • Who funds THE LOUISVILLE ORCHESTRA INC ↗
  • Who funds CATHOLIC EDUCATION FOUNDATION INC ↗
  • Who funds CATHOLIC CHARITIES OF LOUISVILLE INC ↗
  • Who funds QUEEN'S DAUGHTERS INC ↗
  • Who funds KENTUCKY DANCE COUNCIL INC DBA LOUISVILLE BALLET ↗
  • Who funds LOUISVILLE METRO POLICE FOUNDATION INC ↗
  • Who funds NORTHERN KENTUCKY SYMPHONY ↗

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.

Baird Foundation IncWI17.2× affinity7 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Baird Foundation Inc · Kindred Foundation Inc · Norton Healthcare Inc · The Gheens Foundation Inc · Mightycause Charitable Foundation · The Harshaw Family Foundation · Mackin Foundation Inc · Arthur K Smith Family Foundation Inc · The Lewis and Gladys Bass Family Charitable Foundation · The W Bruce Lunsford Foundation Inc · The Norton Foundation Inc · Brown-Forman 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 Arthur J & Mary C Lerman Charitable Foundation Inc funds: left to right is the share of its income from government, bottom to top the share from Arthur J & Mary C Lerman Charitable Foundation Inc. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%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%
  • Palm Beach Day Academy Inc: 0% of income from government
no gov moneyreceives it· size = income
0get 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
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 16 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 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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