How much did HN and Frances C Berger Foundation grant in FY2024?

A cause breakdown isn’t shown here: 64% of HN and Frances C Berger 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

2020

feeding covidcovid christmascrisispurchase vanneededglory crowncrown assembly

2021

boys girlsweekly supplementalsupplemental foodfood distributionsabilitycapitalcamp alandale

2022

booksstembreast cancervolunteermeeting luncheonupgradelow

2023

fivesoccerpayfeed thanksgivinglessonsauen learningdiseases

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

03FY2024 · 116 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

Under $10k41 grants · $179k
$10k–50k50 grants · $1.1M
$50k–250k17 grants · $1.6M
$250k+8 grants · $14M

$15,000

Median grant

States reached

$527M

Total assets

Largest grants

Volunteers of America Michigan$10,700,000
Orlando Health Foundation$800,000
Palm Springs Air Museum$500,000
Samaritan's Purse$500,000
Cumberland College$300,000
Pacific Legal Foundation$250,000
Palm Springs Air Museum$250,000
The First Academy Inc$250,000
The Philanthropy Roundtable$195,000
St Jude Children's Research Hospital$150,000
Friends of the Cultural Center Inc$150,000
USC Arcadia Hospital Foundation$110,000
Xavier College Preparatory High School$100,000
Desert Christian Academy$100,000
Living Desert Reserve$100,000

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 (FY20–24, $707k) land where the poverty rate runs at 11% — the area typically sits at 10%. 95% 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.

66%of every dollar goes to organizations you’ve funded before.

$36M · 128 repeat orgs$18M to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +51% since the first grant, against +26% for the ones you funded once.

128 repeat relationships — 70 still active in FY2024, 58 since wound down; 32 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

128

124

Total granted

$36M

$7.3M

Median revenue growth · since first grant

+51%

+26%

Still filing today

59%

39%

New vs renewed · share of each year

In FY2024, 33% of grant dollars renewed an existing relationship; $11M went to new ones.

RenewedFirst-time

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

Human ServicesHealthEducationArts & CulturePhilanthropyYouth DevelopmentOther

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

LL
Loma Linda University Health
2× · 2021–2023 · $7.5M · revenue +55%
OH
Orlando Health Foundation
5× · 2020–2024 · $3.7M · revenue +95%
EM
Eisenhower Medical Center
2× · 2020–2023 · $2.1M · revenue +44%

Funded once

CO
COUNTY OF RIVERSIDE
one grant, 2021 · $1.8M
CO
City of Indio
one grant, 2022 · $1.1M
EM
ELSENSHOWER MEDICAL CENTER
one grant, 2021 · $1.0M

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.

Desert Valleys Employee Foundation

Community Improvement

The Desert Sanctuary Inc

To provide shelter and counseling for victims of domestic violence in the Barstow area.

Human Services

Desert Recreation Foundation

To enrich and preserve the quality of life for residents by raising funds and garnering support to purchase, develop, enhance, preserve, promote, and expand the coachella valley's recreational activities, programs, parks, properties, and…

Community Improvement

Desert Classic Charities

Donate to charitable organizations.

—

Simi Valley Hospital Foundation

To build community relationships that encourage financial support for Simi Valley Hospital and fund hospital projects for identified community projects.

Philanthropy

Antelope Valley Medical Center Foundation

To support antelope valley medical center and their health care programs.

Health

United Way of the Desert

To break the cycle of poverty in the Coachella Valley through mobilizing the caring power of community.

—

The Greater Coachella Valley Chamber

We are a unified voice advocating for a strong business community and a vibrant economy.

Community Improvement

Coachella Valley Journalism

The mission of the coachella valley journalism foundation is to promote and support excellent, sustainable community journalism in the coachella valley.

Arts & Culture

Cal Bears in the Desert

Engage alumni to advance support of UC Berkeley.

Education

Sunshine Dreams Foundation

Sunshine Dreams Foundation is organized exclusively for charitable purposes, more specifically to raise funds for Camp Sunshine Dreams. This camp is for oncology patients and their siblings in ages from 8 to 15 and serves the Central…

Philanthropy

Hospice of the Valley

Bringing comfort, dignity, and compassionate care to our community.

Human Services

For reference, the grantee most central to the portfolio’s shape is Desert Forum Inc and the most unlike its peers is The Riley Rose Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side

Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 28 years old; the field is 13. You back the established end — and your money leans older still.

The field is 24% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close — 2% lost their exemption, against 12% of the field you don’t fund.

orgs you fund

2%3/168

the rest of the field

12%

13,910/111,407

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

05the grantee network

150 grantees, every filing reconciled, 2017–2025.

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)

143/150

Grantees still filing

116/150

Grew since you first funded

Where your money sits — by cause, then by grantee

Other$36,613,699Health$8,050,100Arts & Culture$2,577,800Philanthropy$2,489,000Education$2,078,600Human Services$1,036,537Religion$1,000,000

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.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Inland Empire Community FoundationCA99.9× affinity58 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Inland Empire Community Foundation · Bighorn Golf Club Charities Inc · Regional Access Project Foundation · The Auen Foundation · The Grace Helen Spearman Foundation · Anderson Childrens Foundation · Impact Through Golf Foundation · Houston Family Foundation · Desert Community Foundation · The Champions Volunteer Foundation · Charity Works · The Coeta and Donald Barker

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organisation HN and Frances C Berger 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

2get no government money at all

0rely on government for over half their income

⤢ axis zoomed · 0–30%

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: Paws and Hearts.

Agentic due diligence · confidence × risk

Financial management

insufficient risk

Limited financial data in public filings.

Track record & reputation

low risk

8 years of Form 990 filings, still active.

Legal standing

low risk

US 501(c)(3); EIN 912096569 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 Paws and Hearts, 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

Awaiting reportFinancial stability— Runway not derivable from filings.
WatchSustained operations— Filing through 2024; revenue contracted over the period.
WatchReliance on your funding— Your grants peaked at 61% of their budget — load-bearing; a dependency Plinth would track.
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 HN and Frances C Berger Foundation?

Find your warmest path to HN and Frances C Berger 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.

HN and Frances C Berger 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

150 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to HN and Frances C Berger Foundation?

More from the funding graph

HN and Frances C Berger 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

150 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to HN and Frances C Berger Foundation?

More from the funding graph