How much did Edward & June Bernstein Foundation grant in FY2023?

A cause breakdown isn’t shown here: 85% of Edward & June Bernstein Foundation’s grantee dollars go to organizations outside the IRS cause taxonomy (common for large international and research funders), so a chart would be mostly “unclassified” and misrepresent the portfolio.

02beneath the categories

Past the labels — and the year it shifted

Beneath the NTEE codes, this is what the grant descriptions actually say.

…and in their own words, year by year

2019

phoenixjewish

2020

research

2021

jewishresearch

2022

—

2023

—

Words distinctive to each year’s grant purposes (TF-IDF) · event-driven terms in cyan.

03FY2023 · 1 grant

Where the money goes

Your grants by size, and where they go.

$20,013

Median grant

States reached

Total assets

Largest grants

Deer Tribe Metis Medicine Society$20,013

02The need

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY19–22, $26k) land where the poverty rate runs at 13% — the area typically sits at 11%. 69% of those dollars reach neighborhoods with above-average need. Most of your grants land in higher-need ZIPs.

grant to an above-average-need area below average· circle size = grant amount

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; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA, United Way ALICE — shown as context about the area, never attributed to your giving.

03Your edge

repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

95%of every dollar goes to organizations you’ve funded before.

$247k · 17 repeat orgs$14k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +44% since the first grant, against +36% for the ones you funded once.

17 repeat relationships — 1 still active in FY2023, 16 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

Total granted

$247k

$14k

Median revenue growth · since first grant

+44%

+36%

Still filing today

24%

60%

New vs renewed · share of each year

In FY2023, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

RenewedFirst-time

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

HealthHuman ServicesFood & NutritionInternationalPhilanthropyOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). 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

DT
Deer Tribe Metis Medicine Society
6× · 2018–2023 · $48k · revenue -1%
TA
The ALS Association
5× · 2018–2022 · $38k
AA
Alzheimers Association
4× · 2019–2022 · $27k

Funded once

CI
Cambridge In America
one grant, 2020 · $5k · revenue -74%
PR
Phoenix Rescue Mission
one grant, 2019 · $3k
AH
Andy Hull Sunshine Foundation
one grant, 2020 · $1k

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

Sanford Burnham Prebys Medical Discovery Institute

Sanford burnham prebys medical discovery institute conducts world-class, collaborative research dedicated to finding cures for human disease, improving the quality of life, and thus creating a legacy for its employees, partners, donors,…

Health

Stanford Health Care

Health

Tucson Medical Center

Tucson medical center's mission is to deliver caring, personalized, quality healthcare to patients and their families in an environment that is supportive, education-focused and compassionate.

Health

Banner Medical Group

Assist banner health complete its mission to make health care easier, so life can be better by providing integrated & coordinated care & population health management.

Health

Sentara Health

At sentara, we improve health every day.

Health

H Lee Moffitt Cancer Center & Research

To promote and support h. lee moffitt cancer center and research institute, inc. and its subs.

Health

Sutter Bay Hospitals

MISSION STATEMENT: MISSION: CARING FOR OUR PATIENTS FIRST AND OUR PEOPLE ALWAYS. VISION: TO BE THE MOST COMPREHENSIVE, INTEGRATED AND CONNECTED HEALTH SYSTEM FOR GETTING AND STAYING WELL. VALUES: EXCELLENCE - We deliver high-quality,…

Health

Los Angeles Neurological Society

Public and professional updates in neurology

Health

Prisma Health

Inspire health. serve with compassion. be the difference.

Health

San Diego Biomedical Research Institute

The SDBRI mission is to find new ways to predict and prevent cancer, diabetes, autoimmune disease, neurological disorders and HIV infection, and to accelerate medical advances that maintain health and improve quality of life.

Health

Arizona Healthiest State Foundation

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Marc Lustgarten Pancreatic Cancer

The lustgarten foundation is the largest private funder of pancreatic cancer research in the world.the lustgarten foundation is the largest private funder of pancreatic cancer research in the world, funding preeminent pancreatic cancer…

Human Services

For reference, the grantee most central to the portfolio’s shape is Prostate Cancer Foundation and the most unlike its peers is Hospice of the Valley. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

05the grantee network

10 grantees, every filing reconciled, 2017–2024.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.

Load-bearing (≥25% of a budget)

Early backer (in before they grew)

10/10

Grantees still filing

5/10

Grew since you first funded

Where your money sits — by cause, then by grantee

Other$223,063Human Services$25,500Health$6,100International$5,000Philanthropy$1,000Food & Nutrition$1,000

Each org by its size and your share of it — top-left is where you’re load-bearing

Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

Government reliance of your grantees

Every dot is one organisation Edward & June Bernstein Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024

’20’21’22’23’24

no gov moneyreceives it· size = income

0get no government money at all

0rely on government for over half their income

⤢ axis zoomed · 0–5%

typical government reliance, FY20–24

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. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not 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 12–24 months.

05Through Plinth

Through Plinth

Your grantmaking, live and operational

This dossier was generated cold from public filings. In Plinth it’s a working system — every applicant assessed and every grant monitored. Here’s a taste, run on one of your grantees: Deer Tribe Metis Medicine Society.

Agentic due diligence · confidence × risk

Financial management

medium risk

~4 months of operating runway; revenue held over 8 filed years.

Track record & reputation

low risk

8 years of Form 990 filings, still active.

Legal standing

low risk

US 501(c)(3); EIN 954307294 on file with current IRS Form 990 filings.

Governance

Live in Plinth

Board composition & governance documents — verified live in Plinth from the applicant.

Compliance & sanctions

Live in Plinth

OFAC / UN sanctions screening — run live in Plinth at assessment.

Program capacity

Live in Plinth

Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.

Live · Plinth’s real DD engine

Run the actual assessment on Deer Tribe Metis Medicine Society, cold from public data.

Generated live from public IRS filings + open web sources by Plinth’s agentic engine. Shown as an illustration of the product, not a formal assessment.

Post-award monitoring · continuous checks

WatchFinancial stability— Roughly 4 months of cash on hand.
On trackSustained operations— Filing through 2024; revenue held over the period.
On trackReliance on your funding— Your grants peaked at 3% of their budget — diversified.
Awaiting reportEvidence of delivery— Plinth collects the grantee's own monitoring reports post-award.

What you see here is static and public. In Plinth it’s operational — the full six-pillar framework on every applicant (with their own documents + live registry and sanctions checks), monitoring dashboards on every award, custom board reports, and eligibility routing for intake.

Agentic due diligenceMonitoring dashboardsCustom board reportsEligibility routing

Preview generated from this grantee’s public IRS filings and independent reporting. Pillars marked “live in Plinth” require the applicant’s submitted documents. Shown as illustration, not a formal assessment.

Warm introductions · Powered by PlinthPro

How do I get to Edward & June Bernstein Foundation?

Find your warmest path to Edward & June Bernstein Foundation through people who sit on both boards. Search for your organization and Plinth traces the introduction across shared trustees and officers.

Every link is a documented governance overlap in public IRS 990 filings — not a personal network — and each hop carries its own confidence tier. Low-confidence or distant paths are held back rather than guessed.

Edward & June Bernstein Foundation

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

10 grantees, every filing reconciled, 2017–2024.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to Edward & June Bernstein Foundation?

More from the funding graph

Edward & June Bernstein Foundation

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

10 grantees, every filing reconciled, 2017–2024.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to Edward & June Bernstein Foundation?

More from the funding graph