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Claudia and Steven Perles Family Foundation at a glance

· Private foundation

Claudia and Steven Perles Family Foundation

Its FY2019 filing reports that it accepted unsolicited grant applications.

$1.2M
Granted FY2017
8
Grants FY2017
2
States reached
$613k
Largest
01What it fundsRead
02The needRead
03Its fieldRead
01What it funds
01FY2017 · 8 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2017

  • Under $10k1 grant · $1k
  • $10k–50k3 grants · $90k
  • $50k–250k2 grants · $225k
  • $250k+2 grants · $901k
$100,000
Median grant
2
States reached
$0
Total assets
Largest grants
RecipientAmount
JACOB'S PILLOW DANCE FESTIVAL INC$613,000
BOSTON SYMPHONY ORCHESTRA$288,000
BARRINGTON STAGE COMPANY$125,000
WGBY$100,000
BERKSHIRE MUSEUM$40,000
MIAMI CITY BALLET$35,000
SHAJESPEARE & COMPANY$15,000
PEREZ ART MUSEUM$1,000
02The need
02

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:

Dollar for dollar, its grants (FY17–17) land where the poverty rate runs at 14%, against an area that typically sits at 14%. 35% of its dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 14%BARRINGTON STAGE COMPANY: $125k → 12%BOSTON SYMPHONY ORCHESTRA: $288k → 16%WGBY: $100k → 17%MIAMI CITY BALLET: $35k → 15%BERKSHIRE MUSEUM: $40k → 12%PEREZ ART MUSEUM: $1k → 15%SHAJESPEARE & COMPANY: $15k → 12%JACOB'S PILLOW DANCE FESTIVAL INC: $613k → 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 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
Isabella Stewart Gardner Museum Inc

Organization's mission statement true to the ambitious vision of its founder and her spirit of creative risk-taking, the mission of the isabella stewart gardner museum is: - to bring to life and preserve the rich historic collection; - to…

Arts & Culture
2
Artis-Naples Inc

Please refer to schedule o for the organization's complete mission statement.

Arts & Culture
3
Balletx

Balletx expands the vocabulary of contemporary ballet for all audiences through innovative performances, world premiere choreography, dance education, and community programs.

Arts & Culture
4
New York City Ballet Inc

Perform, promote and sustain classical ballet.

Arts & Culture
5
Berkeley Repertory Theatre

Please see schedule o for the complete mission statement.berkeley repertory theatre creates ambitious theatre that entertains and challenges its audiences, provokes civic engagement, and inspires people to experience the world in new and…

Arts & Culture
6
Princeton Ballet Society

Princeton ballet society's mission is to nurture a lifelong love of dance and lift the collective spirit through excellent, relevant, and accessible artistic and educational programs, with a focus on classical ballet.

Arts & Culture
7
San Francisco Opera Association

We believe opera is a uniquely compelling, entertaining and emotionally thrilling art form. our mission is to bring together growing audiences to experience opera's transformative power.

Arts & Culture
8
Bow Street Theatre Trust
—
9
The Royal National Theatre

Theatre can lead to extraordinary moments of shared imagination. it enables us to stand in anothers shoes to better understand ourselves and the world around us. it shows us who we are, who we have been, who we could be. the nt delivers on…

Arts & Culture
10
Museum of the City of New York

The museum of the city of new york fosters understanding of the distinctive nature of urban life in the world's most influential metropolis. it engages visitors by celebrating, documenting, and interpreting the city's past, present, and…

Arts & Culture
11
The Performance Art Museum

The performance art museum (pam) is the first u.s. institution exclusively dedicated to the presentation and preservation of live art. our mission is to facilitate the powerful impact of live experiences that can profoundly transform our…

Arts & Culture
12
Nashville Ballet

Nashville ballet's mission is to create, perform, teach, and promote dance as an essential and inspiring element of our community. we fill that mission by offering a diverse range of dance programs in our season repertory, educating…

Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is Shakespeare & Company Inc; the most unlike its peers is Wgbh Educational 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

8 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.

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)
8/8
Grantees still filing
7/8
Grew since first funded

Where the money sits, by cause and then by grantee

JACOB'S PILLOW DANCE FESTIVAL INC: $613,000 · Arts & CultureJACOB'S PILLOW DANCE FESTIVAL INCBOSTON SYMPHONY ORCHESTRA INC: $288,000 · Arts & CultureBOSTON SYMPHONY ORCHESTRA INCWGBH Educational Foundation: $100,000 · Arts & CultureWGBH Educational FoundationTRUSTEES OF THE BERKSHIRE MUSEUM: $40,000 · Arts & Culture+3 more: $51,000 · Arts & CultureBARRINGTON STAGE COMPANY INC: $125,000 · EducationBARRINGTON …
Arts & Culture$1,092,000Education$125,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$10M$100Mgrantee revenue →↑ funder's share of their budgetJACOB'S PILLOW DANCE FESTIVAL INC: $613,000 over 1y, 6.3% of budgetBOSTON SYMPHONY ORCHESTRA INC: $288,000 over 1y, 0.3% of budgetBARRINGTON STAGE COMPANY INC: $125,000 over 1y, 2.4% of budgetWGBH Educational Foundation: $100,000 over 1y, 0.0% of budgetTRUSTEES OF THE BERKSHIRE MUSEUM: $40,000 over 1y, 1.7% of budgetMIAMI CITY BALLET INC: $35,000 over 1y, 0.2% of budgetSHAKESPEARE & COMPANY INC: $15,000 over 1y, 0.4% of budgetJORGE M PEREZ ART MUSEUM OF MIAMI-DADE COUNTY INC: $1,000 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.

How much its grantees rely on government

Each dot is one organization Claudia and Steven Perles Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Claudia and Steven Perles Family 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%3%5%8%10%share of the org’s income from government →median 1%
  • Shakespeare & Company Inc: 1% of income from government
  • Wgbh Educational Foundation: 1% of income from government
  • Jacob's Pillow Dance Festival Inc: 1% of income from government
  • Boston Symphony Orchestra Inc: 0% of income from government
no gov moneyreceives it· size = income
0get no government money at all
4report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–10%
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 8 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 2017, released 2017. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Possibly out of date. A more recent filing (FY2019) is on record but names no grant recipient in the published copy, so the figures above are from FY2017, the most recent year this funder’s grantee list reached the public record.

Source object · view filing

Play a game based on Claudia and Steven Perles 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