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· Private foundation

Berman Family Foundation

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.

$2k
Granted FY2025still arriving
2
Grants FY2025still arriving
2
States reached
$1k
Largest
01What it funds
0198% classified

What it funded, over time

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

Education$549kReligion$107kPublic Benefit$12kInternational$6kHuman Services$6kPhilanthropy$5kHealth$2kFood & Nutrition$2kOther$0
02FY2025 · 2 grants

Where the money goes

Grants by size, and the largest recipients.

$1,200
Median grant
2
States reached
$7k
Total assets
Largest grants
RecipientAmount
BOULDER ZEN CENTER INC$1,200
SHANTI CHILDRENS FOUNDATION$460
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.

US giving: 31% of grant dollars ($216k). The need read here covers only this US portion; the 69% that went abroad ($480k) is mapped below.

show:

Its human-services grants (FY17–23, $6k) land where the poverty rate runs at 12%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%Shanti Children's Foundation: $2k → 12%Shanti Children's Foundation: $1k → 12%Shanti Children's Foundation: $910 → 12%Shanti Children's Foundation: $888 → 12%Shanti Children's Foundation: $450 → 12%Shanti Children's Foundation: $450 → 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.

Which US states its grants reach

VT
IL
NY
IA
OH
CA
CO
WV
DC

Beyond the US: 69% of all-years giving ($480k)

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

grant dollars sentlessmore
India$480k · 7 grants
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. International giving is mapped by the recipient’s country from the same 990 filings; comparable need data isn’t available at that grain.
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.
$644k · 15 repeat orgs$54k to everyone else

15 repeat relationships: 0 still active in FY2025, 15 since wound down; 2 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

15
27

Total granted

$644k
$52k

Median revenue growth · since first grant

+44%
+57%

Still filing today

27%
26%

New vs renewed · share of each year

In FY2025, 0% of grant dollars renewed an existing relationship; $2k went to new ones.

50%100%’17’19’20’21’22’23’24’25
RenewedFirst-time

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

’17’19’20’21’22’23’24’25
EducationHealthPhilanthropyEnvironmentReligionHuman ServicesOther
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

  • BS
    Brahmanada Saraswati Trust
    7× · 2017–2024 · $480k
  • MP
    Maharishi Purusha Program
    4× · 2017–2021 · $48k
  • BS
    BRAHMANANDA SARASWATI FOUNDATION
    2× · 2017–2019 · $31k · revenue +953%

Funded once

  • OPENCOLLECTIVE FOUNDATION
    one grant, 2022 · $12k · revenue -100%
  • UC
    UI Center for Advancement
    one grant, 2021 · $10k
  • TL
    The Libby Fund
    one grant, 2017 · $5k
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
Dharma Ocean Foundation

To study and practice the teachings of the "practicing lineage". to transmit to others the view and the step by step path to realization of the practicing lineage. to make whatever adjustments and adaptions, such as a greater emphasis on…

Religion
2
Maharishi Foundation International

Mfi was established to promote the expansion of maharishi vedic science.

Human Services
3
Maharishi Integrated Health Foundation

As a supporting organization to support, benefit and carry out the purposes of publicaly supported organizations that are engaged in promoting the Transcendental Meditation program or other aspects of Maharishi Integrated Health

Health
4
Dana-Farber Inc

The purpose and activities of dana-farber, inc. are to promote and support the exempt missions of dana-farber cancer institute and to provide investment management services.

Unclassified
5
Give to Research

The mission of innerscience research fund is to fund research on the biological and physiological effects of meditation on the human body, empowering individuals to heal and thrive.

Science & Tech
6
Yoga Dana Foundation
Education
7
Science for Monks
Science & Tech
8
The Diller-Von Furstenberg Family Foundation
Philanthropy
9
Dadiva Foundation
—
10
Dhammadharini

This corporation is a religious corporation and is not organized for the private gain of any person. it is organized under the nonprofit religious corporation law exclusively for religious purposes. the specific purpose of this corporation…

Religion
11
Dharma Refuge Inc

Buddhist Meditation and Study

Religion
12
Yogananda Seva Inc

Yogananda Seva, Inc. (Yogananda Seva) is a San Diego County-based nonprofit, formed in 2019. Yogananda Sevas mission is to engage and motivate the vast pool of Self-Realization Fellowship (SRF)/Yogoda Satsanga Society of India (YSS)…

Religion
How this is measured
The grantee most central to the portfolio’s shape is Brahmananda Saraswati Foundation; the most unlike its peers is Jefferson County Farmers and Neighbors. 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

12 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. 12 of the 44 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)
5
Early backer (in before they grew)
11/12
Grantees still filing
7/12
Grew since first funded

Where the money sits, by cause and then by grantee

Brahmanada Saraswati Trust: $479,901 · OtherBrahmanada Saraswati TrustMaharishi Purusha Program: $48,000 · OtherMaharishi Purusha Program+31 more: $94,328 · Other+31 moreBRAHMANANDA SARASWATI FOUNDATION: $30,500 · ReligionDEFY VENTURES INC: $15,750 · EducationMAHARISHI INTERNATIONAL UNIVERSITY: $7,264 · EducationOPENCOLLECTIVE FOUNDATION: $11,500 · PhilanthropyDAVID LYNCH FOUNDATION FOR CONSCIOUSNESS -BASED EDUCATION AND WORLD PEACE: $2,282 · PhilanthropySHANTI CHILDRENS FOUNDATION: $5,798 · Human ServicesTURKS AND CAICOS REEF FUND INC: $1,000 · EnvironmentJefferson County Farmers and Neighbors: $500 · EnvironmentST LUKE FOUNDATION: $500 · HealthSacred Sun Ministries: $200 · HealthDRAMA CLUB INC: $265 · Arts & Culture
Other$622,229Religion$30,500Education$23,014Philanthropy$13,782Human Services$5,798Environment$1,500Health$700Arts & Culture$265

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 budgetBRAHMANANDA SARASWATI FOUNDATION: $30,500 over 2y, 1.1% of budgetDEFY VENTURES INC: $15,750 over 4y, 0.2% of budgetOPENCOLLECTIVE FOUNDATION: $11,500 over 1y, 0.0% of budgetMAHARISHI INTERNATIONAL UNIVERSITY: $7,264 over 5y, 0.0% of budgetSHANTI CHILDRENS FOUNDATION: $5,798 over 6y, 0.9% of budgetDAVID LYNCH FOUNDATION FOR CONSCIOUSNESS -BASED EDUCATION AND WORLD PEACE: $2,282 over 1y, 0.0% of budgetTURKS AND CAICOS REEF FUND INC: $1,000 over 1y, 1.1% of budgetJefferson County Farmers and Neighbors: $500 over 1y, 0.6% of budgetST LUKE FOUNDATION: $500 over 1y, 0.2% of budgetDRAMA CLUB INC: $265 over 1y, 0.1% of budgetSacred Sun Ministries: $200 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 BRAHMANANDA SARASWATI FOUNDATION ↗
  • Who funds DEFY VENTURES INC ↗
  • Who funds OPENCOLLECTIVE FOUNDATION ↗
  • Who funds MAHARISHI INTERNATIONAL UNIVERSITY ↗
  • Who funds SHANTI CHILDRENS FOUNDATION ↗
  • Who funds DAVID LYNCH FOUNDATION FOR CONSCIOUSNESS -BASED EDUCATION AND WORLD PEACE ↗
  • Who funds Dharma Sangha Boulder Inc DBA Boulder Zen Center Inc ↗
  • Who funds TURKS AND CAICOS REEF FUND INC ↗
  • Who funds Jefferson County Farmers and Neighbors ↗
  • Who funds ST LUKE FOUNDATION ↗
  • Who funds DRAMA CLUB INC ↗

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.

David L Lieb Foundation IncNY15.7× affinity5 shared granteesties to 4 of 4Hover any node to trace its alignments.Compare side by side →

Open a dossier: David L Lieb Foundation Inc · Vanguard Charitable Endowment Program · Donor Advised Charitable Giving 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 Berman Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Berman 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%4%8%11%15%share of the org’s income from government →
    no gov moneyreceives it· size = income
    1get 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
    ⤢ axis zoomed · 0–15%
    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 44 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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