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· Private foundation

Herdrich 1985 Charitable Trust

Its FY2018 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$2.4M
Granted FY2018
19
Grants FY2018
8
States reached
$1.0M
Largest
01What it funds
0192% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2018.

Education$1.6MPhilanthropy$1.0MReligion$115kHealth$75kHuman Services$45kArts & Culture$40kYouth Development$15kInternational$15kOther$0
02FY2018 · 19 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2018

  • Under $10k1 grant · $5k
  • $10k–50k12 grants · $205k
  • $50k–250k3 grants · $150k
  • $250k+3 grants · $2.0M
$20,000
Median grant
8
States reached
$5.5M
Total assets
Largest grants
RecipientAmount
THE PARTNERSHIP FOR INNER CITY EDUCATION$1,000,000
MAYO FOUNDATION$750,000
MARQUETTE UNIVERSITY$250,000
MIDWEST PROVINCE OF THE SOCIETY OF JESUS$50,000
SACRED HEART SCHOOL$50,000
ARRUPE COLLEGE OF LOYOLA UNIVERSITY$50,000
JUPITER MEDICAL CENTER$40,000
DANIEL MURPHY SCHOLARSHIP FOUNDATION$30,000
NORTON MUSEUM OF ART$20,000
Individual grant recipient$20,000
CHILDREN'S VILLAGE$20,000
ARCHDIOCESE OF NEW YORK$14,900
AMERICARES$10,000
THE DALTON SCHOOL$10,000
BOYS AND GIRLS CLUB OF MT KISCO$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:

Its human-services grants (FY17–18, $30k) land where the poverty rate runs at 9%, against an area that typically sits at 12%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 12%CHILDREN'S VILLAGE: $20k → 9%CHILDREN'S VILLAGE: $10k → 9%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

MN
IL
WI
NY
NJ
CT
NE
FL
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.

96%of every dollar goes to organizations it has funded before.
$2.8M · 16 repeat orgs$117k to everyone else

16 repeat relationships: 16 still active in FY2018, 0 since wound down; 3 grantees were first funded in FY2018 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

16
1

Total granted

$2.8M
$3k

Still filing today

69%
0%

New vs renewed · share of each year

In FY2018, 95% of grant dollars renewed an existing relationship; $115k went to new ones.

50%100%’17’18
RenewedFirst-time

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

’17’18
EducationArts & CulturePhilanthropyHealthHuman ServicesInternationalOther
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

  • MU
    Marquette University
    2× · 2017–2018 · $400k · revenue +46%
  • JM
    Jupiter Medical Center Inc
    2× · 2017–2018 · $60k · revenue +115%
  • DM
    DANIEL MURPHY SCHOLARSHIP FUND
    2× · 2017–2018 · $45k · revenue +89%

Funded once

  • IG
    Individual grant recipient
    one grant, 2017 · $3k
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
New York University

Nyu is a private university with approximately 60,000 matriculating students in 20 schools and institutes. nyu's primary missions are education, research and scholarship, and patient care.

Education
2
Dickinson College

Dickinson college provides a useful, innovative and interdisciplinary education in the liberal arts and sciences to prepare students to lead rich and fulfilling lives of engaged global citizenship

Education
3
Drexel University

Drexel university fulfills its founder's vision of preparing each new generation of students for productive professional and civic lives while also focusing its collective expertise on solving society's greatest problems. drexel is an…

Education
4
University of Miami

See Form 990, Part I, Line 1, Description of Organization Mission.

Education
5
Manhattanville University

To educate students to be ethical and socially responsible leaders in a global community.

Education
6
Trustees of the University of Pennsylvania

The trustees of the university of pennsylvania (the "university") sees itself as having a public service mission. in such regard, the university aims to provide a rich and diverse educational environment for its students; to pioneer…

Education
7
University of Chicago Medical Center

Our mission at the university of chicago medicine is to provide superior health care through rigorous research, innovative education, and comprehensive care and healing. in partnership with our colleagues, we pursue life-changing…

Health
8
Saint Xavier University

Saint xavier university, a catholic institution inspired by the heritage of the sisters of mercy, educates persons to search for truth, think critically, communicate effectively and serve wisely and compassionately in support of human…

Education
9
Endicott College

Endicott college offers students a vibrant academic environment that remains true to its founding principle of integrating professional and liberal arts with experiential learning. for more information see schedule o.

Education
10
The Trustees of Princeton University

Research, education and general - princeton university is a private not-for-profit, non-sectarian institution of higher learning with approximately 5,700 undergraduate and 3,300 graduate students. 2,500 students graduated in the 2024-2025…

Education
11
Neurology Associates of Stony Brook University Faculty Practice Corp

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
12
Stony Brook Internists University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
How this is measured
The grantee most central to the portfolio’s shape is Partnership for Inner City Education Dba Partnership Schools; the most unlike its peers is New York Shakespeare Festival. 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 20 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)
1
Early backer (in before they grew)
12/12
Grantees still filing
10/12
Grew since first funded

Where the money sits, by cause and then by grantee

MAYO FOUNDATION: $1,000,000 · OtherMAYO FOUNDATIONMIDWEST PROVINCE OF THE SOCIETY OF JESUS: $100,000 · OtherMIDWEST PROVINCE OF THE SOCIETY OF JESUSSACRED HEART SCHOOL: $50,000 · OtherDANIEL MURPHY SCHOLARSHIP FUND: $45,000 · Other+5 more: $77,400 · Other+5 morePARTNERSHIP FOR INNER CITY EDUCATION DBA PARTNERSHIP SCHOOLS: $1,014,900 · PhilanthropyPARTNERSHIP FOR INNER CITY EDUCATION DB…Marquette University: $400,000 · EducationMarquette Universi…LOYOLA UNIVERSITY OF CHICAGO: $50,000 · EducationLOYOLA UNIVERSITY …THE WINDWARD SCHOOL: $20,000 · Education+1 more: $15,000 · EducationJupiter Medical Center Inc: $60,000 · HealthNORTON MUSEUM OF ART INC: $30,000 · Arts & CultureNEW YORK SHAKESPEARE FESTIVAL: $10,000 · Arts & CultureTHE CHILDREN'S VILLAGE INC: $30,000 · Human ServicesAMERICARES FOUNDATION INC: $15,000 · InternationalPART OF THE SOLUTION: $15,000 · Food & Nutrition
Other$1,272,400Philanthropy$1,014,900Education$485,000Health$60,000Arts & Culture$40,000Human Services$30,000International$15,000Food & Nutrition$15,000

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 budgetPARTNERSHIP FOR INNER CITY EDUCATION DBA PARTNERSHIP SCHOOLS: $1,014,900 over 2y, 7.6% of budgetMarquette University: $400,000 over 2y, 0.0% of budgetJupiter Medical Center Inc: $60,000 over 2y, 0.0% of budgetLOYOLA UNIVERSITY OF CHICAGO: $50,000 over 1y, 0.0% of budgetDANIEL MURPHY SCHOLARSHIP FUND: $45,000 over 2y, 0.9% of budgetTHE CHILDREN'S VILLAGE INC: $30,000 over 2y, 0.0% of budgetNORTON MUSEUM OF ART INC: $30,000 over 2y, 0.1% of budgetTHE WINDWARD SCHOOL: $20,000 over 2y, 0.0% of budgetAMERICARES FOUNDATION INC: $15,000 over 2y, 0.0% of budgetDALTON SCHOOLS INC: $15,000 over 2y, 0.0% of budgetPART OF THE SOLUTION: $15,000 over 2y, 0.2% of budgetNEW YORK SHAKESPEARE FESTIVAL: $10,000 over 2y, 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 Herdrich 1985 Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Herdrich 1985 Charitable Trust. 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%6%13%19%25%share of the org’s income from government →median 2%
  • Jupiter Medical Center Inc: 2% of income from government
  • Americares Foundation 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 · 0–25%
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.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Herdrich 1985 Charitable Trust?

Find your warmest path to Herdrich 1985 Charitable Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

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 20 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 2018, released 2018. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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