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Barbara Erdman Foundation at a glance

· Private foundation

Barbara Erdman Foundation

Its FY2019 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$518k
Granted FY2019
18
Grants FY2019
3
States reached
$150k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0197% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2019.

Civil Rights$300kArts & Culture$140kHealth$71kEducation$27kFood & Nutrition$23kHuman Services$11kPhilanthropy$11kEnvironment$7kOther$0
02FY2019 · 18 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2019

  • Under $10k7 grants · $26k
  • $10k–50k8 grants · $132k
  • $50k–250k3 grants · $360k
$10,000
Median grant
3
States reached
$0
Total assets
Largest grants
RecipientAmount
SIMON WIESENTHAL CENTER$150,000
SOUTHERN POVERTY LAW CENTER$150,000
NM PLANNED PARENTHOOD$60,000
NATL NEW DEAL PRESERVATION ASSOC$27,000
SANTA FE SYMPHONY$25,000
NM MUSEUM FOUNDATION$25,000
FOOD DEPOT$15,000
MOVING ARTS ESPANOLA$10,000
Individual grant recipient$10,000
SANTA FE COMMUNITY FOUNDATION$10,000
CORNERSTONES COMMUNITY PARTNERSHIPS$10,000
SF CONSERVATION TRUST$6,000
ESPANOLA HUMANE SOCIETY$5,150
SF COMMUNITY COLLEGE FOUNDATION$5,000
AMP CONCERTS$5,000
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 (FY17–19, $34k) land where the poverty rate runs at 12%, against an area that typically sits at 12%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 12%ASSISTANCE DOGS OF THE WEST: $1k → 12%FOOD DEPOT: $15k → 12%FOOD DEPOT: $6k → 12%FOOD DEPOT: $2k → 12%REEL FATHERS: $10k → 12%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.

29%of every dollar goes to organizations it has funded before.
$172k · 6 repeat orgs$413k to everyone else

Grantees it renews have grown median revenue +84% since the first grant, against -8% for those funded once.

6 repeat relationships: 6 still active in FY2019, 0 since wound down; 11 grantees were first funded in FY2019 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

6
10

Total granted

$172k
$26k

Median revenue growth · since first grant

+84%
-8%

Still filing today

50%
60%

New vs renewed · share of each year

In FY2019, 24% of grant dollars renewed an existing relationship; $387k went to new ones.

50%100%’17’18’19
RenewedFirst-time

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

’17’18’19
Arts & CultureHuman ServicesCrime & LegalEnvironmentHealthOther
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

  • NP
    NM PLANNED PARENTHOOD
    2× · 2018–2019 · $70k
  • NN
    NATIONAL NEW DEAL PRESERVATION ASSOCIATION
    2× · 2017–2019 · $35k
  • THE FOOD DEPOT
    3× · 2017–2019 · $23k · revenue +84%

Funded once

  • RF
    REEL FATHERS LTD
    one grant, 2018 · $10k · revenue -28%
  • NM
    NMC-NATL MUSEUM OF WOMEN IN THE ART
    one grant, 2017 · $5k
  • FO
    FRIENDS OF THE SANTA FE PUBLIC LIBRARY INC
    one grant, 2018 · $2k · revenue -8%
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
Santa Fe Jazz Foundation Inc
—
2
The Helene Wurlitzer Foundation of New Mexico
—
3
Recursos de Santa Fe

Shows the culture of the American southwest

Arts & Culture
4
Santa Fe Pro Musica Inc

Santa fe pro musica brings together outstanding musicians to inspire and educate audiences of all ages through the performance of great music.

Arts & Culture
5
San Francisco Basque Folkloric Groups
Arts & Culture
6
El Museo Cultural De Santa Fe Inc

Mission is to promote, present and preserve hispanic arts & culture of nm. showcasing, encourging & supporting participation of hispanics in local arts economy; and presenting creative & cultural richness of our heritage, including arts &…

Arts & Culture
7
Santa Fe Botanical Garden

The santa fe botanical garden celebrates, cultivates and conserves the rich botanical heritage and biodiversity of our region. in partnership with nature, we demonstrate our commitment through education, science, conservation, community…

Environment
8
Spanish Theatre Repertory Company Ltd

To present, in a rotating repertory, the finest latin american, spanish, and latino usa theatre and to serve as a catalyst for cultural exchange between spanish and english speaking americans.

Arts & Culture
9
La Quinta Arts Foundation
Arts & Culture
10
National Institute of Flamenco

The mission of nif is to preserve and promote flamenco's artistry, history, and culture by presenting the finest flamenco in the world and by educating the american family in this art form while emphasizing the positive influence of art on…

Arts & Culture
11
Art of Opera a Foundation

Art of Opera is dedicated to creating opera, music theater and multimedia based projects, commissioning composers to compose and arrange music for small chamber concerts and supporting the release of recordings.

Arts & Culture
12
Spanish Danzart Society

The Program is to offer professional dance education and discipline

Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is The Santa Fe Symphony Orchestra & Chorus Inc; the most unlike its peers is Pnm Tnmp Foundation. 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

15 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. 15 of the 28 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)
4
Early backer (in before they grew)
15/15
Grantees still filing
8/15
Grew since first funded

Where the money sits, by cause and then by grantee

NM PLANNED PARENTHOOD: $70,000 · OtherNM PLANNED PARENTHOODNATIONAL NEW DEAL PRESERVATION ASSOCIATION: $35,000 · OtherNATIONAL NEW DEAL PRESERVATION ASSOCIATI…THE SANTA FE SYMPHONY ORCHESTRA & CHORUS INC: $25,000 · OtherTHE SANTA FE SYMPHONY ORCHESTRA & CHORUS…NM MUSEUM FOUNDATION: $25,000 · OtherNM MUSEUM FOUNDATIONWEAREPEOPLEHERE: $18,500 · OtherWEAREPEOPLEHEREIndividual grant recipient: $10,000 · Other+10 more: $28,769 · Other+10 moreSIMON WIESENTHAL CENTER INC: $150,000 · Arts & CultureSIMON WIESENTHAL CENTER INCAMP Concerts: $15,000 · Arts & CultureAMP ConcertsMOVING ARTS ESPANOLA INCORPORATED: $11,000 · Arts & CultureMOVING ARTS ESPANOLA INCORPORATEDCORNERSTONES COMMUNITY PARTNERSHIPS: $10,000 · Arts & Culture+1 more: $2,000 · Arts & CultureSOUTHERN POVERTY LAW CENTER INC: $150,000 · Crime & LegalSOUTHERN POVERTY LAW CENTER …THE FOOD DEPOT: $22,500 · Human ServicesREEL FATHERS LTD: $10,000 · Human Services+1 more: $1,000 · Human ServicesSANTA FE COMMUNITY FOUNDATION: $11,000 · PhilanthropyCOLORES UNITED: $1,000 · EnvironmentListening Horse Therapeutic Riding: $500 · Health
Other$212,269Arts & Culture$188,000Crime & Legal$150,000Human Services$33,500Philanthropy$11,000Environment$1,000Health$500

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 budgetSIMON WIESENTHAL CENTER INC: $150,000 over 1y, 0.5% of budgetSOUTHERN POVERTY LAW CENTER INC: $150,000 over 1y, 0.1% of budgetTHE SANTA FE SYMPHONY ORCHESTRA & CHORUS INC: $25,000 over 1y, 1.7% of budgetTHE FOOD DEPOT: $22,500 over 3y, 0.1% of budgetAMP Concerts: $15,000 over 2y, 0.3% of budgetSANTA FE COMMUNITY FOUNDATION: $11,000 over 2y, 0.0% of budgetREEL FATHERS LTD: $10,000 over 1y, 9.2% of budgetCORNERSTONES COMMUNITY PARTNERSHIPS: $10,000 over 1y, 1.3% of budgetFRIENDS OF THE SANTA FE PUBLIC LIBRARY INC: $2,000 over 1y, 0.6% of budgetTheater Grottesco North America Inc: $2,000 over 1y, 1.0% of budgetPNM TNMP FOUNDATION: $2,000 over 1y, 0.1% of budgetASSISTANCE DOGS OF THE WEST: $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.

Santa Fe Community Fo…Marshall L and Perrin…Fidelity Investments …Amazonsmile Foundation
Santa Fe Community FoundationNM23.8× affinity9 shared granteesties to 3 of 3Hover any node to trace its alignments.Compare side by side →

Open a dossier: Santa Fe Community Foundation · Marshall L and Perrine D McCune Charitable 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 Barbara Erdman Foundation funds: left to right is the share of its income from government, bottom to top the share from Barbara Erdman Foundation. 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 →
    no gov moneyreceives it· size = income
    0get no government money at all
    3report 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 28 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 2019, released 2019. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Barbara Erdman’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