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Claudia Hearn & Edward Stern Foundation at a glance

· Private foundation

Claudia Hearn & Edward Stern 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.

$5k
Granted FY2025still arriving
1
Grants FY2025still arriving
1
States reached
$5k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0196% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

International$57kArts & Culture$55kRecreation & Sports$25kFood & Nutrition$22kHealth$17kEducation$16kYouth Development$15kHousing & Shelter$10kOther$0
02FY2025 · 1 grant

Where the money goes

Grants by size, and the largest recipients.

$5,000
Median grant
1
States reached
$174k
Total assets
Largest grants
RecipientAmount
HUDSON VALLEY LGBTQ & CC$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 (FY22–22, $2k) land where the poverty rate runs at 7%, against an area that typically sits at 11%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 11%JJ'S TOYS FOR FRIENDS: $2k → 7%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

NY
MA
OH
CT
RI
CA
DC
GA
TX
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.

84%of every dollar goes to organizations it has funded before.
$195k · 12 repeat orgs$38k to everyone else

Grantees it renews have grown median revenue +26% since the first grant, against +2% for those funded once.

12 repeat relationships: 1 still active in FY2025, 11 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

12
10

Total granted

$195k
$38k

Median revenue growth · since first grant

+26%
+2%

Still filing today

83%
60%

New vs renewed · share of each year

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

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

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

’17’18’19’20’21’22’23’24’25
Recreation & SportsInternationalEnvironmentHousing & ShelterArts & CultureHuman 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

  • TC
    THE CARTER CENTER INC
    6× · 2018–2024 · $57k · revenue +25%
  • HI
    HOLE IN THE WALL GANG FUND INC
    5× · 2018–2023 · $22k · revenue +70%
  • WORCESTER POLYTECHNIC INSTITUTE
    3× · 2021–2024 · $16k · revenue +33%

Funded once

  • NR
    NEW REACH INC
    one grant, 2017 · $10k · revenue -35%
  • DD
    DAVE'S DREAM FOUNDATION
    one grant, 2018 · $5k
  • TA
    THE A & F CHALLENGE FUND
    one grant, 2019 · $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
Connecticut Farmland Trust Inc

Protect Connecticuts farmland for agricultural use by purchasing and accepting donations of agricultural conservation easements

Food & Nutrition
2
Connecticut Legal Rights Project Inc

The primary exempt purpose of ct legal rights project, inc. is to provide legal representation and advocacy for low income adults with psychiatric disabilities.

Unclassified
3
Connecticut Cancer Foundation Inc

To provide funds to benefit families affected by cancer and to support cancer research and education.

—
4
Connecticut Foodshare Inc

The mission of the connecticut foodshare is to deliver an informed and equitable response to hunger by mobilizing community partners, volunteers, and supporters.

—
5
Community Residences Inc

Housing and programs for persons with intellectual disabilities.

Human Services
6
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
7
Bristol Hospital Inc

Bristol hospital and health care group is committed to enhancing the health and well-being of our community. we will provide safe, quality care and services to our patients through our continuum of services and health promotion. we will…

Health
8
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
9
Bradley Home for the Aged

To provide a compassionate community where loving care enables aged and indigent individuals from meriden and connecticut to live with dignity in a secure, homelike environment.

—
10
The Bridgespan Group Inc

Bridgespan's mission is to build a better world by strengthening the ability of mission-driven organizations and philanthropists to achieve breakthrough results in addressing society's most important challenges and opportunities.

Community Improvement
11
Kent Land Trust Inc

To promote, for the benefit of the general public, the conservation of land and water natural resources principally in, but not limited to, the town of kent, connecticut.

Environment
12
The Connecticut Project Inc

The connecticut project, a 501c3 organization, brings together people, ideas, and resources to build opportunity.

Community Improvement
How this is measured
The grantee most central to the portfolio’s shape is The Community Foundation for Greater New Haven; the most unlike its peers is Jj's Toys for Friends 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

17 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. 17 of the 23 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.

1
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
17/17
Grantees still filing
12/17
Grew since first funded

Where the money sits, by cause and then by grantee

THE INSTITUTE FOR MUSICAL ARTS INC: $35,000 · OtherTHE INSTITUTE FOR MUSICAL ARTS INCWORCESTER POLYTECHNIC INSTITUTE: $16,000 · OtherWORCESTER POLYTECHNIC INSTITUTEBRANFORD FOOD PANTRY: $11,000 · OtherBRANFORD FOOD PANTRYCOMMUNITY DINING ROOM INC: $10,500 · OtherCOMMUNITY DINING ROOM INCNEIGHBORHOOD MUSIC SCHOOL: $10,000 · OtherNEIGHBORHOOD MUSIC SCHOOLHUDSON VALLEY LGBTQ & CC: $10,000 · OtherHUDSON VALLEY LGBTQ & CCSMILE TRAIN INC: $6,500 · OtherBRANFORD EARLY LEARNING CENTER INC: $5,500 · OtherDAVE'S DREAM FOUNDATION: $5,000 · OtherTHE A & F CHALLENGE FUND: $5,000 · OtherYNHH COVID-19 SUPPORT FUND: $5,000 · Other+5 more: $10,000 · Other+5 moreTHE CARTER CENTER INC: $57,000 · InternationalTHE CARTER CENTER INCHOLE IN THE WALL GANG FUND INC: $22,000 · Recreation & SportsHOLE IN THE…Stephen J Wampler Foundation Camp WAMP: $2,500 · Recreation & SportsStephen J W…NEW REACH INC: $10,000 · Housing & ShelterBALL & SOCKET ARTS INC: $9,500 · Arts & CultureTHE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN: $5,000 · PhilanthropyTREVOR PROJECT INC: $2,000 · Civil Rights
Other$129,500International$57,000Recreation & Sports$24,500Housing & Shelter$10,000Arts & Culture$9,500Philanthropy$5,000Civil Rights$2,000

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

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetTHE CARTER CENTER INC: $57,000 over 6y, 0.0% of budgetTHE INSTITUTE FOR MUSICAL ARTS INC: $35,000 over 7y, 3.7% of budgetHOLE IN THE WALL GANG FUND INC: $22,000 over 5y, 0.0% of budgetWORCESTER POLYTECHNIC INSTITUTE: $16,000 over 3y, 0.0% of budgetBRANFORD FOOD PANTRY: $11,000 over 3y, 4.6% of budgetCOMMUNITY DINING ROOM INC: $10,500 over 3y, 0.7% of budgetNEW REACH INC: $10,000 over 1y, 0.1% of budgetBALL & SOCKET ARTS INC: $9,500 over 3y, 0.3% of budgetSMILE TRAIN INC: $6,500 over 4y, 0.0% of budgetBRANFORD EARLY LEARNING CENTER INC: $5,500 over 2y, 0.3% of budgetTHE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN: $5,000 over 1y, 0.0% of budgetFELLOWSHIP PLACE INC: $3,000 over 1y, 0.1% of budgetStephen J Wampler Foundation Camp WAMP: $2,500 over 1y, 0.1% of budgetSERVICES AND ADVOCACY FOR GAY LESBIAN BISEXUAL AND TRANSGENDER ELDERS INC: $2,000 over 2y, 0.0% of budgetTREVOR PROJECT INC: $2,000 over 1y, 0.0% of budgetJJ'S TOYS FOR FRIENDS FOUNDATION: $1,500 over 1y, 48% of budgetBRANFORD LAND TRUST INC: $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.

Jms Foundation IncSeedlings FoundationNewalliance Foundatio…The Bank of America C…Fidelity Investments …Donor Advised Charita…Amazonsmile Foundation
Jms Foundation IncCT13.6× affinity4 shared granteesties to 6 of 6Hover any node to trace its alignments.Compare side by side →

Open a dossier: Jms Foundation Inc · Seedlings Foundation · Newalliance Foundation Inc · The Bank of America Charitable Foundation Inc · Fidelity Investments Charitable Gift Fund · Donor Advised Charitable Giving Inc · 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 Claudia Hearn & Edward Stern Foundation funds: left to right is the share of its income from government, bottom to top the share from Claudia Hearn & Edward Stern Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 20%3%13%28%50%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 26%
  • Fellowship Place Inc: 66% of income from government
  • New Reach Inc: 49% of income from government
  • Ball & Socket Arts Inc: 26% of income from government
  • Worcester Polytechnic Institute: 8% of income from government
  • Branford Early Learning Center Inc: 7% of income from government
  • The Community Foundation for Greater New Haven: 2% of income from government
no gov moneyreceives it· size = income
2get no government money at all
4report government grants on their 990 we could not trace to a source (not plotted)
1rely 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 23 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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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