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Frank and Lydia Bergen Foundation at a glance

· Private foundation

Frank and Lydia Bergen Foundation

Its FY2025 filing reports that it accepted unsolicited grant applications.

$430k
Granted FY2025still arriving
35
Grants FY2025still arriving
3
States reached
$25k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
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 2025.

Arts & Culture$3.1MEducation$375kYouth Development$50kHuman Services$16kCommunity Improvement$10kCivil Rights$10kRecreation & Sports$10kOther$0
02FY2025 · 35 grants

Where the money goes

Grants by size, and the largest recipients.

$10,000
Median grant
3
States reached
$9.0M
Total assets
Largest grants
RecipientAmount
AMERICAN THEATRE WING$25,000
THE ASCAP FOUNDATION$20,000
SARATOGA PERFORMING ARTS CENTER$20,000
THE DISCOVERY ORCHESTRA INC$20,000
Individual grant recipient$20,000
NEW YORK YOUTH SYMPHONY INC$20,000
YARNWIRE INC$15,000
SAINT PETERS UNIVERSITY$12,500
STATE THEATRE REGIONAL ART CTR NEW BRUNS$12,500
COUNCIL ON ARTS AND HUMANITIES STATEN IS$12,500
BINGHAMTON PHILHARMONIC INC$12,500
ROSIES THEATER KIDS INC$10,000
THE BROOKLYN QUEENS CONSERVATORY OF MUSI$10,000
THE NOEL POINTER FOUNDATION INC$10,000
CONCERT ARTISTS GUILD INC$10,000
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:

Dollar for dollar, its grants (FY17–25) land where the poverty rate runs at 14%, against an area that typically sits at 11%. 73% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%MR HOLLAND'S OPUS FOUNDATION INC: $20k → 14%SARATOGA PERFORMING ARTS CENTER: $20k → 7%MYRA S BARNES INTERMEDIATE SCHOOL 24: $25k → 11%CONNECTICUT AERONAUTICAL HISTORICAL ASSO: $50k → 11%DISCOVERY ORCHESTRA INC: $20k → 5%NEWARK BOYS CHORUS SCHOOL: $20k → 16%SARATOGA PERFORMING ARTS CENTER: $20k → 7%NEWARK BOYS CHORUS SCHOOL: $20k → 16%AMERICAN THEATRE WING: $25k → 17%TRENTON MUSIC MAKERS INC: $20k → 11%NEW YORK YOUTH SYMPHONY: $25k → 17%THE DISCOVERY ORCHESTRA INC: $20k → 10%TRENTON COMMUNITY SCHOOL INC: $20k → 11%AMERICAN SYMPHONY ORCHESTRA INC: $20k → 17%THE DISCOVERY ORCHESTRA INC: $20k → 10%NEW YORK YOUTH SYMPHONY: $20k → 17%THE DISCOVERY ORCHESTRA INC: $20k → 10%NEW YORK YOUTH SYMPHONY INC: $20k → 17%NEW JERSEY BALLET: $20k → 4%AMERICAN SYMPHONY ORCHESTRA INC: $20k → 17%NEW YORK YOUTH SYMPHONY INC: $20k → 17%NEW YORK YOUTH SYMPHONY: $20k → 17%NEWARK SCHOOL OF THE ARTS INC: $20k → 16%AMERICAN SYMPHONY ORCHESTRA INC: $20k → 17%NEWARK SCHOOL OF THE ARTS: $20k → 16%NEW YORK YOUTH SYMPHONY INC: $20k → 17%NEWARK BOYS CHORUS SCHOOL: $20k → 16%NEWARK SCHOOL OF THE ARTS INC: $20k → 16%SYMPHONY IN C A NEW JERSEY: $20k → 16%SYMPHONY IN C A NEW JERSEY: $20k → 16%NEW YORK CITY DEPARTMENT OF EDUCATION: $30k → 17%ORPHEUS CHAMBER ORCHESTRA INC: $20k → 17%ORPHEUS CHAMBER ORCHESTRA INC: $20k → 17%MANHATTAN SCHOOL OF MUSIC: $20k → 17%ORPHEUS CHAMBER ORCHESTRA INC: $20k → 17%MANHATTAN SCHOOL OF MUSIC: $20k → 17%PHILHARMONIC-SYMPHONY SOCIETY: $20k → 17%PHILHARMONIC-SYMPHONY SOCIETY: $20k → 17%THE METROPOLITAN MUSEUM OF ART: $25k → 17%THE METROPOLITAN MUSEUM OF ART: $25k → 17%THE METROPOLITAN MUSEUM OF ART: $25k → 17%THE METROPOLITAN MUSEUM OF ART: $20k → 17%THE METROPOLITAN MUSEUM OF ART: $20k → 17%AMERICAN SYMPHONY ORCHESTRA INC: $20k → 17%WHIN MUSIC COMMUNITY CHARTER: $25k → 17%WHIN MUSIC COMMUNITY CHARTER: $20k → 17%WHIN MUSIC COMMUNITY CHARTER SCHOOL: $20k → 17%THE LITTLE ORCHESTRA SOCIETY-: $25k → 17%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.

80%of every dollar goes to organizations it has funded before.
$2.9M · 58 repeat orgs$721k to everyone else

58 repeat relationships: 21 still active in FY2025, 37 since wound down; 14 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

58
42

Total granted

$2.9M
$551k

Median revenue growth · since first grant

+24%
+35%

Still filing today

79%
50%

New vs renewed · share of each year

In FY2025, 60% of grant dollars renewed an existing relationship; $170k 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
Arts & CultureEducationYouth DevelopmentCommunity ImprovementRecreation & SportsOther
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

  • NY
    NEW YORK YOUTH SYMPHONY INC
    6× · 2018–2025 · $125k · revenue +334%
  • MM
    METROPOLITAN MUSEUM OF ART
    6× · 2017–2024 · $125k · revenue +58%
  • MS
    MANHATTAN SCHOOL OF MUSIC
    7× · 2017–2025 · $123k · revenue +47%

Funded once

  • CA
    CONNECTICUT AERONAUTICAL HISTORICAL ASSOCIATION INCgraduated
    one grant, 2021 · $50k · revenue +39%
  • NY
    NEW YORK CITY DEPARTMENT OF EDUCATION
    one grant, 2020 · $30k
  • TC
    TRENTON COMMUNITY MUSIC SCHOOL INC
    one grant, 2018 · $25k
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
Princeton Symphony Orchestra Inc

The mission of the princeton symphony orchestra is to leverage the power of live music to uplift the human experience.

Arts & Culture
2
Charleston Symphony Orchestra

The charleston symphony's mission is to inspire and engage the community through exceptional musical performances and educational programs.

Arts & Culture
3
Annapolis Symphony Orchestra Inc

The mission of the annapolis symphony orchestra is to inspire, educate and enrich lives near and far by creating extraordinary musical experiences with uncompromising artistic excellence.

Arts & Culture
4
American Chamber Ensemble Inc

The American Chamber Ensemble is a consortium of distinguished musicians whose concerts explore the music for piano with strings, woodwinds and/or voice, presenting both great standard repertoire and living American composers.

—
5
New Amsterdam Symphony Orchestra

Advancement of the art of music and public knowledge therefor by producing performances. Featuring emerging conductors and musical soloists.

Arts & Culture
6
New World Symphony Inc

Prepares gifted graduates of prestigious music programs for successful careers in orchestras and ensembles.

Education
7
Jeunes Virtuoses De New York Inc

Jeunes Virtuoses de New York" (JVNY) is an ensemble of exceptionally accomplished young musicians who perform on both sides of the Atlantic both as a string camerata, and in various chamber music configurations. Our mission is to transform…

Arts & Culture
8
The Diller-Quaile School of Music Inc

For more than a century, diller-quaile has offered an environment where music can flourish in all its aspects, enriching the lives of students of all ages and cultural backgrounds. the belief that music is a fundamental part of human life…

Arts & Culture
9
Foundation for Modern Opera
—
10
San Jose Chamber Music Society

To present chamber music concerts in San Jose performed by top ensembles from the Bay Area, across America, and around the world. To enrich our audience experience through post-concert Q&As, program notes, and meet-the-composer…

—
11
Lyrica Baroque

The mission of lyrica baroque is to support a diverse community of students, teachers, artists, institutions and audiences of all ages through education, collaboration and performance. lyrica baroque seeks to promote the extraordinary…

Arts & Culture
12
Vanguard Concerts
—
How this is measured
The grantee most central to the portfolio’s shape is The Philharmonic Symphony Society of Ny Inc; the most unlike its peers is The Noel Pointer Foundation Inc. 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

78 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. 78 of the 115 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.

2
Load-bearing (≥25% of a budget)
18
Early backer (in before they grew)
77/78
Grantees still filing
51/78
Grew since first funded

Where the money sits, by cause and then by grantee

NEW YORK YOUTH SYMPHONY INC: $125,000 · Arts & CultureNEW YORK YOUTH SYMPHONY INCMETROPOLITAN MUSEUM OF ART: $125,000 · Arts & CultureMETROPOLITAN MUSEUM OF ARTMANHATTAN SCHOOL OF MUSIC: $123,000 · Arts & CultureMANHATTAN SCHOOL OF MUSICAMERICAN SYMPHONY ORCHESTRA: $110,000 · Arts & CultureTHE LITTLE ORCHESTRA SOCIETYORPHEON INC: $109,500 · Arts & CultureNEWARK SCHOOL OF THE ARTS: $105,000 · Arts & CultureORPHEUS CHAMBER ORCHESTRA INC: $100,000 · Arts & CulturePERKINS CENTER FOR THE ARTS: $90,000 · Arts & CultureELAINE KAUFMAN CULTURAL CENTER LUCY MOSES SCHOOL FOR MUSIC AND DANCE: $84,500 · Arts & CultureTHE DISCOVERY ORCHESTRA INC: $80,000 · Arts & Culture+42 more: $1,143,500 · Arts & Culture+42 moreBAY-ATLANTIC SYMPHONY: $75,000 · OtherBAY-ATLANTIC SYMPHONYTHE MONTCLAIR ORCHESTRA INC: $70,000 · OtherTHE MONTCLAIR ORCHESTRA INCPHILHARMONIC-SYMPHONY SOCIETY: $60,000 · OtherPHILHARMONIC-SYMPHONY SOCIETYSYMPHONY IN C A NEW JERSEY: $55,000 · OtherWHIN MUSIC COMMUNITY CHARTER: $45,000 · OtherTHE BROOKLYN QUEENS CONSERVATORY: $44,500 · OtherADELPHI CHAMBER ORCHESTRA: $40,000 · Other+44 more: $661,500 · Other+44 moreNewark Boys Chorus School: $75,000 · EducationSAINT PETER'S UNIVERSITY: $46,500 · EducationWHIN MUSIC COMMUNITY CHARTER SCHOOL: $40,000 · EducationMONTCLAIR STATE UNIVERSITY FOUNDATION INC: $35,000 · EducationTHE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK: $25,000 · EducationTHE MR HOLLAND'S OPUS FOUNDATION: $20,000 · EducationOCEAN COUNTY COLLEGE FOUNDATION: $10,000 · Education+1 more: $5,000 · EducationUNION CITY MUSIC PROJECT INC: $62,000 · Youth DevelopmentNEW CITY KIDS INC: $35,000 · Youth DevelopmentST PAULS COMMUNITY DEVELOPMENT CORP: $10,000 · Community ImprovementBRANCH BROOK PARK ALLIANCE INC: $10,000 · Recreation & Sports
Arts & Culture$2,195,500Other$1,051,000Education$256,500Youth Development$97,000Community Improvement$10,000Recreation & Sports$10,000

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 budgetNEW YORK YOUTH SYMPHONY INC: $125,000 over 6y, 1.1% of budgetMETROPOLITAN MUSEUM OF ART: $125,000 over 6y, 0.0% of budgetMANHATTAN SCHOOL OF MUSIC: $123,000 over 7y, 0.0% of budgetAMERICAN SYMPHONY ORCHESTRA: $110,000 over 7y, 2.0% of budgetTHE LITTLE ORCHESTRA SOCIETYORPHEON INC: $109,500 over 7y, 1.9% of budgetNEWARK SCHOOL OF THE ARTS: $105,000 over 6y, 1.9% of budgetORPHEUS CHAMBER ORCHESTRA INC: $100,000 over 7y, 0.7% of budgetPERKINS CENTER FOR THE ARTS: $90,000 over 6y, 1.5% of budgetELAINE KAUFMAN CULTURAL CENTER LUCY MOSES SCHOOL FOR MUSIC AND DANCE: $84,500 over 5y, 0.3% of budgetTHE DISCOVERY ORCHESTRA INC: $80,000 over 4y, 5.0% of budgetBAY-ATLANTIC SYMPHONY: $75,000 over 5y, 3.1% of budgetNewark Boys Chorus School: $75,000 over 4y, 3.2% of budgetSOUTH ORANGE PERFORMING ARTS CENTERINC: $70,000 over 7y, 0.7% of budgetTHE MONTCLAIR ORCHESTRA INC: $70,000 over 5y, 12% of budgetUNION CITY MUSIC PROJECT INC: $62,000 over 6y, 8.4% of budgetASCAP FOUNDATION: $60,000 over 3y, 0.8% of budgetNEW JERSEY SYMPHONY ORCHESTRA: $60,000 over 7y, 1.4% of budgetCapital Harmony Works Inc: $60,000 over 4y, 4.5% of budgetSARATOGA PERFORMING ARTS CENTER INC: $57,500 over 3y, 0.1% of budgetBinghamton Philharmonic Inc: $57,500 over 5y, 2.1% of budgetROSIE'S THEATER KIDS INC: $55,000 over 5y, 0.7% of budgetNew Jersey Intergenerational Orchestra: $52,000 over 5y, 10% of budgetCONNECTICUT AERONAUTICAL HISTORICAL ASSOCIATION INC: $50,000 over 1y, 2.3% of budgetSAINT PETER'S UNIVERSITY: $46,500 over 4y, 0.0% of budgetADELPHI CHAMBER ORCHESTRA: $40,000 over 4y, 28% of budgetORCHESTRATING DREAMS INC: $40,000 over 4y, 6.5% of budgetEMBER CHORAL ARTS INC: $40,000 over 2y, 17% of budgetWHIN MUSIC COMMUNITY CHARTER SCHOOL: $40,000 over 2y, 0.3% of budgetALL SEASONS CHAMBER PLAYERS: $35,000 over 7y, 18% of budgetST LUKES CHAMBER ENSEMBLE INC: $35,000 over 5y, 0.2% of budgetNEW CITY KIDS INC: $35,000 over 4y, 0.4% of budgetRIVERSIDE SYMPHONY INC: $35,000 over 4y, 3.1% of budgetMONTCLAIR STATE UNIVERSITY FOUNDATION INC: $35,000 over 3y, 0.1% of budgetSYMPHONY IN C: $30,000 over 3y, 1.2% of budgetTHE HARMONY PROGRAM INC: $30,000 over 3y, 0.8% of budgetTHE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK: $25,000 over 2y, 0.0% of budgetYARNWIRE INC: $25,000 over 2y, 4.5% of budgetNEW JERSEY PERFORMING ARTS CENTER CORPORATION: $21,500 over 3y, 0.0% of budgetALEXANDER & BUONO WORLDWIDE INC: $20,000 over 2y, 21% of budgetEDUCATION THROUGH MUSIC INC: $20,000 over 2y, 0.2% of budgetARTS COUNCIL OF THE MORRIS AREA: $20,000 over 4y, 0.5% of budgetCOUNT BASIE THEATRE INC: $20,000 over 2y, 0.0% of budgetSPHINX ORGANIZATION INC: $20,000 over 2y, 0.1% of budgetASBURY PARK MUSIC FOUNDATION INC: $20,000 over 2y, 1.7% of budgetARTSMART: $20,000 over 2y, 1.1% of budgetTHE MR HOLLAND'S OPUS FOUNDATION: $20,000 over 1y, 1.5% of budgetNEW JERSEY FESTIVAL ORCHESTRA: $16,000 over 2y, 1.3% of budgetFRIENDS OF PHILIP'S NEWARK INC: $15,000 over 1y, 0.4% 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 NEW YORK YOUTH SYMPHONY INC ↗
  • Who funds METROPOLITAN MUSEUM OF ART ↗
  • Who funds MANHATTAN SCHOOL OF MUSIC ↗
  • Who funds AMERICAN SYMPHONY ORCHESTRA ↗
  • Who funds THE LITTLE ORCHESTRA SOCIETYORPHEON INC ↗
  • Who funds NEWARK SCHOOL OF THE ARTS ↗
  • Who funds ORPHEUS CHAMBER ORCHESTRA INC ↗
  • Who funds PERKINS CENTER FOR THE ARTS ↗
  • Who funds ELAINE KAUFMAN CULTURAL CENTER LUCY MOSES SCHOOL FOR MUSIC AND DANCE ↗
  • Who funds THE DISCOVERY ORCHESTRA INC ↗
  • Who funds BAY-ATLANTIC SYMPHONY ↗
  • Who funds Newark Boys Chorus School ↗
  • Who funds SOUTH ORANGE PERFORMING ARTS CENTERINC ↗
  • Who funds THE MONTCLAIR ORCHESTRA INC ↗
  • Who funds UNION CITY MUSIC PROJECT INC ↗
  • Who funds ASCAP FOUNDATION ↗
  • Who funds NEW JERSEY SYMPHONY ORCHESTRA ↗
  • Who funds Capital Harmony Works Inc ↗
  • Who funds SARATOGA PERFORMING ARTS CENTER INC ↗
  • Who funds Binghamton Philharmonic Inc ↗
  • Who funds ROSIE'S THEATER KIDS INC ↗
  • Who funds New Jersey Intergenerational Orchestra ↗
  • Who funds CONNECTICUT AERONAUTICAL HISTORICAL ASSOCIATION INC ↗
  • Who funds SAINT PETER'S UNIVERSITY ↗
  • Who funds ADELPHI CHAMBER ORCHESTRA ↗
  • Who funds ORCHESTRATING DREAMS INC ↗
  • Who funds EMBER CHORAL ARTS INC ↗
  • Who funds WHIN MUSIC COMMUNITY CHARTER SCHOOL ↗
  • Who funds ALL SEASONS CHAMBER PLAYERS ↗
  • Who funds ST LUKES CHAMBER ENSEMBLE INC ↗
  • Who funds NEW CITY KIDS INC ↗
  • Who funds RIVERSIDE SYMPHONY INC ↗
  • Who funds MONTCLAIR STATE UNIVERSITY FOUNDATION INC ↗
  • Who funds SYMPHONY IN C ↗

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.

The Hyde and Watson F…Geraldine R Dodge Fou…D'Addario Foundation …Investors Foundation …Princeton Area Commun…Community Foundation …Citizens Philanthropi…Turrell FundPseg Foundation IncGeorge a Ohl Jr TrustBristol-Myers Squibb …The Howard Gilman Fou…
The Hyde and Watson FoundationNJ45.3× affinity22 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Hyde and Watson Foundation · Geraldine R Dodge Foundation Inc · D'Addario Foundation Inc · Investors Foundation Inc · Princeton Area Community Foundation Inc · Community Foundation of New Jersey · Citizens Philanthropic Foundation Inc · Turrell Fund · Pseg Foundation Inc · George a Ohl Jr Trust · Bristol-Myers Squibb Foundation Inc · The Howard Gilman Foundation Inc

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 Frank and Lydia Bergen Foundation funds: left to right is the share of its income from government, bottom to top the share from Frank and Lydia Bergen Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 100%2%8%17%30%funder's share of their income ↑0%13%25%38%50%share of the org’s income from government →median 8%
  • Perkins Center for the Arts: 24% of income from government
  • New Jersey Symphony Orchestra: 21% of income from government
  • Newark School of the Arts: 20% of income from government
  • Bay-Atlantic Symphony: 16% of income from government
  • The Discovery Orchestra Inc: 14% of income from government
  • New Jersey Festival Orchestra: 13% of income from government
  • Asbury Park Music Foundation Inc: 9% of income from government
  • Union City Music Project Inc: 8% of income from government
  • Arts Horizons Inc: 3% of income from government
  • Branch Brook Park Alliance Inc: 2% of income from government
  • Count Basie Theatre Inc: 2% of income from government
  • The Institute of Music for Children Inc: 1% of income from government
  • Neighborhood Center Inc: 1% of income from government
  • Young Audiences of New Jersey Inc: 1% of income from government
  • New Jersey Performing Arts Center Corporation: 0% of income from government
  • Saint Peter's University: 0% of income from government
no gov moneyreceives it· size = income
10get no government money at all
20report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–50%
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 115 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

Play a game based on Frank and Lydia Bergen’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