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· Private foundation

Kugler Foundation

Its FY2021 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$57k
Granted FY2019
28
Grants FY2019
10
States reached
$10k
Largest

Read this first · the figures below need context

94% of Kugler Foundation’s FY2021 grant dollars went to Fidelity Investments Charitable Gift Fund, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2021 names 4 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2019, the last year Kugler Foundation named its own grantees at scale: 14 organizations, $57k. It is dated, not current.

Organizations named directly on the return

13
’17
17
’18
14
’19
2
’20
4
’21

Amber years are those where most dollars went to a sponsor.

01What it funds
0195% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2021.

Philanthropy$1.4MHealth$88kArts & Culture$79kHuman Services$69kEducation$43kReligion$35kPublic Benefit$6kRecreation & Sports$4kOther$0
02FY2019 · 28 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2019

  • Under $10k27 grants · $47k
  • $10k–50k1 grant · $10k
$1,000
Median grant
10
States reached
$0
Total assets
Largest grants
RecipientAmount
Individual grant recipient$10,000
BOCA RATON COMM HOSP FDN$5,000
ENGLEWOOD HOSPITAL$5,000
JEWISH HOME AND REHAB CENTER$5,000
WILSHIRE BLVD TEMPLE$5,000
STEVEN WISE FREE SYNAGOGUE$4,000
Individual grant recipient$2,500
RUTGERS UNIVERSITY$1,000
ST JUDES RESEARCH HOSPITAL$1,000
NORMAN ROCKWELL MUSEUM$1,000
JJC ON THE PALISADES$1,000
VASCULITIS FOUNDATION$1,000
EMILY ENTOURAGE CYSTIC FIBROSIS$1,000
AMERICAN HEART ASSOCIATION$1,000
MICHAEL J FOX FOUNDATION$1,000
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 (FY17–19, $3k) land where the poverty rate runs at 11%, 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%BOCA WEST FOUNDATION: $1k → 11%BOCA WEST FOUNDATION: $1k → 11%Boca west foundation: $1k → 11%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

ME
IL
NY
MA
PA
NJ
CA
MO
TN
DC
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.

79%of every dollar goes to organizations it has funded before.
$274k · 24 repeat orgs$71k to everyone else

Grantees it renews have grown median revenue +69% since the first grant, against +48% for those funded once.

24 repeat relationships: 16 still active in FY2019, 8 since wound down; 14 grantees were first funded in FY2019 (too recent to call). Read against FY2019, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

24
8

Total granted

$274k
$4k

Median revenue growth · since first grant

+69%
+48%

Still filing today

67%
25%

New vs renewed · share of each year

In FY2021, 59% of grant dollars renewed an existing relationship; $40k went to new ones.

50%100%’17’18’19’20’21
RenewedFirst-time

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

’17’18’19’20’21
HealthArts & CultureRecreation & SportsEducationCivil RightsHuman 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

  • BS
    BARRINGTON STAGE COMPANY INC
    2× · 2017–2018 · $66k · revenue +20%
  • JH
    JEWISH HOME AT ROCKLEIGH
    2× · 2020–2021 · $60k · revenue +46%
  • PO
    PHASE ONE FOUNDATION
    3× · 2018–2020 · $5k · revenue +133%

Funded once

  • IG
    Individual grant recipient
    one grant, 2018 · $1k
  • TB
    TEMPLE BETH ABRAHAM
    one grant, 2017 · $600
  • CS
    CAMP SUNSHINE AT SEBAGO LAKE INC
    one grant, 2018 · $500 · revenue +6%
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
Institute for Advanced Study - Louis Bamberger & Mrs Felix Fuld Foundation

The institute for advanced study (the institute) is one of the world's leading centers for theoretical research and intellectual inquiry. see schedule o.

Science & Tech
2
The Jewish Museum

The mission of the jewish museum is to collect, preserve, exhibit and interpret art and jewish culture. see schedule o for more information.

Arts & Culture
3
Sanford Burnham Prebys Medical Discovery Institute

Sanford burnham prebys medical discovery institute's mission is to advance the biomedical sciences by cultivating the next generation of scientific leaders, providing meaningful opportunities for researchers of all backgrounds to learn,…

Health
4
Samuel Waxman Cancer Research Foundation

The samuel waxman cancer research foundation (the "foundation") funds innovative research to bring faster cures to patients. in addition to supporting ongoing collaborative research in specific cancers, our scientists are investigating the…

—
5
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
6
Federation of State Medical Boards of the United States Inc

The fsmb serves as the voice for state medical boards, supporting them through education, assessment, research and advocacy while providing services and initiatives that promote patient safety, quality health care and regulatory best…

Health
7
New York Genome Center Inc

Operate a state-of-the-art, world-class genomic research center that creates and uses advanced genomics to understand the genetic basis of disease. for more information, see schedule o.

Health
8
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
9
Sarnoff Cardiovascular Research Foundation Inc

The sarnoff cardiovascular research foundation is dedicated to cultivating the next generation of physician-leaders in cardiovascular medicine by funding and supporting medical students and physicians engaged in transformative research.

Health
10
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

—
11
The Lieber Institute Inc

The mission of the institute is to translate basic genetic and molecular mechanisms of schizophrenia and related developmental brain disorders into clinical advances that change the lives of affected individuals. it is catalyzing a new…

Health
12
Boston Architectural College

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

—
How this is measured
The grantee most central to the portfolio’s shape is Birthright Israel Foundation; the most unlike its peers is The United States Holocaust Memorial Museum. 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

23 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. 23 of the 48 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)
5
Early backer (in before they grew)
23/23
Grantees still filing
20/23
Grew since first funded

Where the money sits, by cause and then by grantee

FIDELITY INVESTMENTS CHARITABLE GIFT FUND: $1,410,528 · Community ImprovementFIDELITY INVESTMENTS CHARITABLE GIFT FUND+1 more: $30,000 · Community ImprovementRUTGERS UNIVERSITY: $42,000 · OtherRUTGERS UN…BOCA RATON COMM HOSP FDN: $40,500 · OtherBOCA RATON…STEPHEN WISE FREE SYNAGOGUE: $12,000 · OtherSTEPHEN WI…Individual grant recipient: $10,000 · OtherIndividual…WILSHIRE BOULEVARD TEMPLE: $10,000 · OtherWILSHIRE B…WILSHIRE BLVD TEMPLE: $7,500 · OtherENGLEWOOD HOSPITAL: $7,000 · Other+24 more: $33,625 · Other+24 moreJEWISH HOME AT ROCKLEIGH: $60,000 · HealthPHASE ONE FOUNDATION: $4,500 · Health+5 more: $7,000 · HealthBARRINGTON STAGE COMPANY INC: $66,374 · EducationJEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC: $20,000 · PhilanthropyThe United States Holocaust Memorial Museum: $4,000 · Arts & CultureNORMAN ROCKWELL MUSEUM AT STOCKBRIDGE INC: $4,000 · Arts & CultureSTERLING AND FRANCINE CLARK ART INSTITUTE: $1,500 · Arts & CulturePALM BEACH OPERA INC: $1,000 · Arts & CultureTRUSTEES OF THE BERKSHIRE MUSEUM: $750 · Arts & CultureANTI-DEFAMATION LEAGUE: $3,200 · Civil Rights
Community Improvement$1,440,528Other$162,625Health$71,500Education$66,374Philanthropy$20,000Arts & Culture$11,250Civil Rights$3,200

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 budgetFIDELITY INVESTMENTS CHARITABLE GIFT FUND: $1,410,528 over 1y, 0.0% of budgetBARRINGTON STAGE COMPANY INC: $66,374 over 2y, 0.7% of budgetJEWISH HOME AT ROCKLEIGH: $60,000 over 2y, 0.1% of budgetBoca Raton Regional Hospital Foundation Inc: $30,000 over 1y, 0.0% of budgetJEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC: $20,000 over 2y, 0.0% of budgetPHASE ONE FOUNDATION: $4,500 over 3y, 0.3% of budgetThe United States Holocaust Memorial Museum: $4,000 over 3y, 0.0% of budgetNORMAN ROCKWELL MUSEUM AT STOCKBRIDGE INC: $4,000 over 3y, 0.0% of budgetANTI-DEFAMATION LEAGUE: $3,200 over 3y, 0.0% of budgetBOCA WEST CHILDREN'S FOUNDATION FKA BOCA WEST COMMUNITY CHARITABLE FOUNDATION: $3,000 over 3y, 0.1% of budgetBIRTHRIGHT ISRAEL FOUNDATION: $2,500 over 3y, 0.0% of budgetFRESH AIR FUND: $2,000 over 2y, 0.0% of budgetST JUDE CHILDREN'S RESEARCH HOSPITAL INC: $2,000 over 2y, 0.0% of budgetALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC: $2,000 over 2y, 0.0% of budgetSTERLING AND FRANCINE CLARK ART INSTITUTE: $1,500 over 3y, 0.0% of budgetVASCULITIS FOUNDATION: $1,500 over 2y, 0.1% of budgetAmerican Heart Association Inc: $1,000 over 1y, 0.0% of budgetCANCER RESEARCH FUND OF THE DAMON RUNYON-WALTER WINCHELL FOUNDATION: $1,000 over 2y, 0.0% of budgetTHE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH: $1,000 over 1y, 0.0% of budgetTRUSTEES OF THE BERKSHIRE MUSEUM: $750 over 2y, 0.0% of budgetCAMP SUNSHINE AT SEBAGO LAKE INC: $500 over 1y, 0.0% of budget18 DEGREES INC: $500 over 1y, 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.

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 Dobbins Foundation Co Michele Dodge DirectorMA13.6× affinity4 shared granteesties to 6 of 6Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Dobbins Foundation Co Michele Dodge Director · Berkshire Taconic Community Foundation Inc · Jewish Communal Fund · Morgan Stanley Global Impact Funding Trust Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · 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 Kugler Foundation funds: left to right is the share of its income from government, bottom to top the share from Kugler Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 50%0%1%3%5%funder's share of their income ↑0%19%38%56%75%share of the org’s income from government →median 60%
  • 18 Degrees Inc: 60% of income from government
  • Norman Rockwell Museum at Stockbridge Inc: 1% of income from government
no gov moneyreceives it· size = income
5get no government money at all
6report government grants on their 990 we could not trace to a source (not plotted)
1rely on government for over half their income
⤢ axis zoomed · 0–75%
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 Kugler Foundation?

Find your warmest path to Kugler Foundation 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 48 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 2019, released 2019. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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