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· Private foundation
This foundation does not accept unsolicited requests — it funds preselected organizations.
By grantee IRS cause code (NTEE).
A cause breakdown isn’t shown here: 49% of Lowell Berry 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.
Beneath the NTEE codes, this is what the grant descriptions actually say.
…and in their own words, year by year
Words distinctive to each year’s grant purposes (TF-IDF) · event-driven terms in cyan.
Your grants by size, and where they go.
By grant size · FY2024
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY17–24, $1.9M) land where the poverty rate runs at 10% — the area typically sits at 9%. 82% of those dollars reach neighborhoods with above-average need. Most of your grants land in higher-need ZIPs.
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.
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +39% since the first grant, against +31% for the ones you funded once.
217 repeat relationships — 109 still active in FY2024, 108 since wound down; 23 grantees were first funded in FY2024 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 95% of grant dollars renewed an existing relationship; $77k went to new ones.
Where new relationships form · theme of each grantee’s first grant
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.
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
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.
Unitedly is a nonprofit organization based in San Mateo County, California. Unitedly was established to ensure Asian families and communities have access to equitable opportunities and resources to thrive in the San Francisco Bay Area.
A long-term, strategic alliance of labor, community, faith-based, and student organizations working together to build greater economic power for workers and community members through employee rights at work and access to good jobs,…
The Contra Costa Crisis Center's mission is to keep people in Contra Costa County, California alive and safe, help them through crises, and connect them with culturally relevant resources in the community.
Since 1974, Children's Council has been at the heart of early care and education in San Francisco.
California Competes: Higher Education for a Strong Economy is a nonpartisan policy and research organization focused on identifying solutions to the states most critical challenges at the intersection of higher education, equity, and the…
Oakland Kids First is a community-based nonprofit in Oakland, CA that empowers young people to reimagine broken systems and organize for equitable public schools by providing youth leadership development, youth organizing, and community…
San Francisco CASA (formerly San Francisco Court Appointed Special Advocates) transforms the lives of systems-involved and other vulnerable children, young adults and their families by providing consistent, caring volunteer advocates…
A broad based network of local institutions - congregations, synagogues, non-profits and civic associations - that serve as a foundation for public relationships, leadership development and action around issues that affect our communities.
Our mission is to welcome and partner with those who have sought refuge, employing strengths-based educational approaches and community supports so they may thrive in our shared communities.
The Childrens Receiving Home of Sacramento is committed to positively impacting the lives of children, youth, and families affected by abuse, neglect, behavioral health issues, and trauma in California.
To create healthy, equitable workplaces where people are valued, supported, and empowered in ways that support their economic mobility, emotional well-being, and career success through (1) Direct Service, (2) Training and Community, and 3)…
Challenge Success partners with schools, families, and communities to embrace a broad definition of success and implement research-based strategies that promote student well-being and engagement with learning.
For reference, the grantee most central to the portfolio’s shape is Teen Challenge of East Bay Inc and the most unlike its peers is Convoy of Hope. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
Your grantees are a median of 28 years old; the field is 15. You back the established end — and your money leans older still.
The field is 24% startups (under 5 years old) — 3% of your grantees by number, and just 1% of your money.
The orgs you fund almost never close — 2% lost their exemption, against 10% of the field you don’t fund.
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.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
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.
Open a dossier: East Bay Community Foundation · Bernard E & Alba Witkin Charitable · The San Francisco Foundation · Dean and Margaret Lesher Foundation · San Jose Mercury News Wish Book Fund Inc · Kaiser Foundation Hospitals · West Davis & Bergard Foundation · The Barrios Trust · Sunlight Giving · The Morris Stulsaft Foundation · The Joseph and Vera Long Foundation · Quest Foundation
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.
Every dot is one organisation Lowell Berry 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.
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.
Through Plinth
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: Pillars of Hope Inc.
Agentic due diligence · confidence × risk
Limited financial data in public filings.
8 years of Form 990 filings, still active.
US 501(c)(3); EIN 273832943 on file with current IRS Form 990 filings.
Board composition & governance documents — verified live in Plinth from the applicant.
OFAC / UN sanctions screening — run live in Plinth at assessment.
Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.
Live · Plinth’s real DD engine
Run the actual assessment on Pillars of Hope Inc, 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
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.
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
Find your warmest path to Lowell Berry 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.