How much did THE BERGER FOUNDATION grant in FY2024?

A cause breakdown isn’t shown here: 75% of THE 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

environmental conservfiremuseumsanibelwildlife

2021

zooconservationmuseumsanibelwildlife

2022

museumsanibel

2023

green valleybaylibrary

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

03FY2024 · 14 grants

Where the money goes

Your grants by size, and where they go.

$1,000

Median grant

States reached

$345k

Total assets

Largest grants

SALVATION ARMY GREEN VALLEY$3,023
COMMUNITY FOOD BANK GREEN VALLEY$2,000
GREEN VALLEY SHERRIFF'S AUXILIARY$2,000
NORFOLK ACADEMY$1,000
SMITHSONIAN NATL AIR & SPACE MUSEUM$1,000
BEACH DAY SCHOOL$1,000
FRIENDS IN DEED$1,000
CHESAPEAKE BAY FOUNDATION$1,000
ANIMAL LEAGUE OF GREEN VALLEY$1,000
VOLUNTEER HAMPTON ROADS$1,000
VIRGINIA BEACH NEPTUNE FESTIVAL$1,000
GVR FOUNDATION$1,000
GEORGE WASHINGTON'S MOUNT VERNON$500
ST MARYS COUNTY HISTORICAL SOCIETY$500

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:

Dollar for dollar, your grants (FY20–24) land where the poverty rate runs at 11% — the area typically sits at 9%. 86% of your 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.

79%of every dollar goes to organizations you’ve funded before.

$75k · 21 repeat orgs$20k to everyone else

21 repeat relationships — 13 still active in FY2024, 8 since wound down; 1 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

Total granted

$75k

$19k

Median revenue growth · since first grant

+6%

+200%

Still filing today

38%

46%

New vs renewed · share of each year

In FY2024, 94% of grant dollars renewed an existing relationship; $1k went to new ones.

RenewedFirst-time

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

HealthArts & CultureEnvironmentEducationPublic Safety & DisasterAnimalsOther

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

SANIBEL HISTORICAL MUSEUM & VILLAGE
3× · 2020–2022 · $3k · revenue +9%
SM
ST MARYS COUNTY HISTORICAL SOCIETY
4× · 2020–2024 · $3k · revenue +32%
CHESAPEAKE BAY FOUNDATION
3× · 2020–2024 · $3k · revenue +1%

Funded once

SC
SANIBEL COMMUNITY ASSOCIATIONgraduated
one grant, 2022 · $5k · revenue +381%
SC
SANIBEL-CAPTIVA CONSERVATION FDTN
one grant, 2021 · $3k
TS
THE SALVATION ARMY
one grant, 2020 · $2k

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.

Historic Virginia Land Conservancy

Promoting for the benefit of the general public, the preservation, protection and enjoyment of our natural resources, principally in the lower james, york, rappahannock, and chowan river watersheds.

Environment

Friends of the Library Virginia Beach Inc

To promote the mission and services of the Virginia Beach Public Library through advocacy and programming support, and to support similar related activities.

Education

Mount Vernon Preservation Society

Arts & Culture

Marysville Historical Society

The mission of the historical society is to discover, preserve, and disseminate knowledge about the history of marysvlle and the surrounding area.

—

Mill Valley Historical Society

To gather catalog and preserve the records and memorabilia relating to the City of Mill Valley Marin County California and environs to provide means for the dissemination of this material to the public to celebrate the communitys historic…

—

Suffolk Nansemond Historical Society

The mission of the Suffolk-Nansemond Historical Society is to collect, preserve, interpret and promote awareness of the history and culture of Suffolk and old Nansemond County for the education and enjoyment of present and future…

—

Pocomoke City Volunteer Fire Co Inc

To provide fire safety to the pocomoke city community.

Public Safety & Disaster

Chesapeake Beach Fire & Volunteer

Provide volunteer fire and emergency rescue services to the general public of the city of virginia beach, virginia.

Public Safety & Disaster

Harford Volunteer Fire Company

To provide fire protection, rescue and ambulance services to a community of approximately 4000 people.

—

Greenbank Mill Associates Inc

Greenbank Mill Associates is a non-profit organization dedicated to preserving the Greenbank Mill Historical District as a public museum and expanding public knowledge of Red Clay Valley Industrial, agricultural and social history through…

Arts & Culture

Providence Volunteer Fire Company Inc

Provide fire suppression, rescue, and emergency medical services to local communities in towson, maryland and surrounding areas.

Public Safety & Disaster

Frederick County Landmarks Foundation Inc

Promote the preservation of historic sites, structures, natural landmarks, and communities of Frederick County MD, and strive to increase knowledge and appreciation of them. Share the knowledge of historical places in Frederick.

Arts & Culture

For reference, the grantee most central to the portfolio’s shape is Leonardtown Volunteer Rescue Squad Inc and the most unlike its peers is The Norfolk Academy. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

05the grantee network

14 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)

14/14

Grantees still filing

12/14

Grew since you first funded

Where your money sits — by cause, then by grantee

Other$71,426Recreation & Sports$5,000Health$5,000Arts & Culture$4,000Environment$4,000Education$3,000Animals$2,000Public Safety & Disaster$1,000

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.

Vanguard Charitable Endowment ProgramPA7× affinity4 shared granteesties to 4 of 4Hover any node to trace its alignments.Compare side by side →

Open a dossier: Vanguard Charitable Endowment Program · The Bank of America Charitable Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile 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.

Government reliance of your grantees

Every dot is one organisation THE 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, a single department, or state — and drag the year to watch it move.

2025

’20’21’22’23’24’25

no gov moneyreceives it· size = income

1get no government money at all

0rely on government for over half their income

⤢ axis zoomed · 0–40%

typical government reliance, FY20–25

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: GVR FOUNDATION.

Agentic due diligence · confidence × risk

Financial management

low risk

~9 months of operating runway; revenue contracted over 9 filed years.

Track record & reputation

low risk

9 years of Form 990 filings, still active.

Legal standing

low risk

US 501(c)(3); EIN 471457323 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 GVR FOUNDATION, 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

On trackFinancial stability— Roughly 9 months of cash on hand.
WatchSustained operations— Filing through 2025; revenue contracted over the period.
On trackReliance on your funding— Your grants peaked at 1% of their budget — diversified.
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 The Berger Foundation?

Find your warmest path to The 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.

THE 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

14 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to The Berger Foundation?

More from the funding graph

THE 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

14 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to The Berger Foundation?

More from the funding graph