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· Private foundation

The Berstein Family Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$1.4M
Granted FY2024still arriving
26
Grants FY2024still arriving
3
States reached
$208k
Largest
01What it funds
0194% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.

Education$4.0MYouth Development$1.3MHuman Services$659kHealth$397kArts & Culture$323kEmployment$290kReligion$272kInternational$103kOther$0
02FY2024 · 26 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k4 grants · $19k
  • $10k–50k7 grants · $105k
  • $50k–250k15 grants · $1.3M
$70,000
Median grant
3
States reached
$5.5M
Total assets
Largest grants
RecipientAmount
Individual grant recipient$208,000
TEMPLE SHOLOM$100,000
BETHANNA CO KAREN HAMILTON$100,000
GRADUATE PHILADELPHIA$90,000
JULES E MASTBAUM HIGH SCHOOL$85,000
TEACH PLUS$85,000
COLLEGE POSSIBLE$85,000
LANKENAU MEDICAL CENTER$75,000
BIG PICTURE PHILADELPHIA$75,000
ALUMNAE ASSOCIATION OF THE PHILADELPHIA HIGH SCHOOL FOR GIRLS$75,000
GIRARD ACADEMIC MUSIC PROGRAM$75,000
GEORGE WASHINGTON HIGH SCHOOL$75,000
WB HIGH SCHOOL$70,000
THE FRIENDS OF CARVER CO DARRYL JOHNSON$70,000
WRITERS MATTER$50,000
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 (FY20–24, $755k) land where the poverty rate runs at 19%, against an area that typically sits at 9%. 82% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%BETHANNA: $133k → 6%UPLIFT CENTER FOR GRIEVING CHILDREN: $25k → 22%KAVOD: $10k → 12%UPLIFT CENTER FOR GRIEVING CHILDREN: $25k → 22%UPLIFT CENTER FOR GRIEVING CHILDREN: $25k → 22%UPLIFT CENTER FOR GRIEVING CHILDREN: $10k → 22%PUBLIC CITIZENS FOR CHILDREN & YOUTH: $17k → 22%JFCS: $75k → 22%JFCS: $50k → 22%SPRINGBOARD COLLABORATIVE: $75k → 22%JFCS: $50k → 22%SPRINGBOARD COLLABORATIVE: $75k → 22%JFCS: $35k → 22%SPRINGBOARD COLLABORATIVE: $75k → 22%JFCS: $30k → 22%SPRINGBOARD COLLABORATIVE: $40k → 22%SUNDAY LOVE PROJECT: $5k → 22%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.
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.

77%of every dollar goes to organizations it has funded before.
$5.7M · 33 repeat orgs$1.7M to everyone else

Grantees it renews have grown median revenue +40% since the first grant, against +26% for those funded once.

33 repeat relationships: 18 still active in FY2024, 15 since wound down; 8 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

33
28

Total granted

$5.7M
$1.2M

Median revenue growth · since first grant

+40%
+26%

Still filing today

52%
36%

New vs renewed · share of each year

In FY2024, 67% of grant dollars renewed an existing relationship; $469k went to new ones.

50%100%’20’21’22’23’24
RenewedFirst-time

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

’20’21’22’23’24
EducationHuman ServicesInternationalHealthYouth DevelopmentArts & CultureOther
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

  • BP
    BIG PICTURE PHILADELPHIA
    4× · 2021–2024 · $361k · revenue +8%
  • TEACH PLUS INC
    5× · 2020–2024 · $335k · revenue +68%
  • GP
    GRADUATE PHILADELPHIA
    4× · 2021–2024 · $290k · revenue +3%

Funded once

  • TO
    TRUSTEES OF THE UNIVERSITY OF PA SWEETS FOUNDATION PENN MED
    one grant, 2020 · $250k
  • IG
    Individual grant recipient
    one grant, 2023 · $198k
  • B
    BETHANNAgraduated
    one grant, 2020 · $133k · revenue +124%
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
Philadelphia Academy of School Leaders Inc

We develop, engage, and retain principals and system leaders who transform schools, dramatically improve student outcomes, and drive systemic change to prepare all philadelphia students for college, career, and life.

Education
2
The Philadelphia Education Fund

The mission of the philadelphia education fund (pef) is to create equitable access to opportunities for students by providing resources and expertise that build paths to college and career success. pef focuses on philadelphia public school…

Youth Development
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
The Philadelphia School

The philadelphia school educates children for a future that is impossible to know but not impossible to shape. learn here. go anywhere.

—
5
Heights Philadelphia

Heights is a new kind of organization, an economic mobility catalyst. we believe that creating pathways to educational and workforce success for low-income, black and brown, and first-generation-to-college students is the keystone of a…

Education
6
Philadelphia Youth Network Inc

Philadelphia youth network (pyn) equips young people to build lifelong skills, pursue meaningful careers, and embrace change with confidence - so they can thrive in the workforce, experience economic mobility, and strengthen their…

Youth Development
7
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
8
Philadelphia College Opportunity Resources for Education

Philadelphia college opportunity resources for education ("core") is a nonprofit corporation founded in philadelphia, pa in 2003. core was organized to provide financial scholarships and college prep assistance to high school students.…

Education
9
Philadelphia Jewish Film and Media

Philadelphia jewish film and medias mission is to educate and engage diverse philadelphia communities, jewish and non-jewish alike, by presenting world-class film premieres, repertory cinema, and associated programs that are inspired by…

Human Services
10
The Pittsburgh Promise Foundation

The pittsburgh promise promotes high educational aspirations among urban youth, funds scholarships for post-secondary access, and fuels a prepared and diverse regional workforce.

Philanthropy
11
Saint Joseph's University

As philadelphia's jesuit catholic university, saint joseph's provides a rigorous, student-centered education rooted in the liberal arts. we prepare students for personal excellence, professional success, and engaged citizenship. striving…

Education
12
Foundations Inc

Foundations is dedicated to improving the quality of education for our nation's most vulnerable children by strengthening the skills of educators through professional learning. foundations, inc. is a not-for-profit educational service…

—
How this is measured
The grantee most central to the portfolio’s shape is Graduate Philadelphia; the most unlike its peers is American Heart Association Inc. 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

33 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. 33 of the 71 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)
8
Early backer (in before they grew)
32/33
Grantees still filing
24/33
Grew since first funded

Where the money sits, by cause and then by grantee

COLLEGE POSSIBLE: $680,000 · OtherCOLLEGE POSSIBLETEMPLE SHOLOM: $255,000 · OtherTEMPLE SHOLOMTRUSTEES OF THE UNIVERSITY OF PA SWEETS FOUNDATION PENN MED: $250,000 · OtherTRUSTEES OF THE UNIVERSITY OF PA SWEETS FOUNDATION PENN MEDWB HIGH SCHOOL: $238,250 · OtherWB HIGH SCHOOLLANKENAU HIGH SCHOOL: $209,800 · OtherCARVER HIGH SCHOOL: $208,805 · OtherIndividual grant recipient: $208,000 · OtherIndividual grant recipient: $198,000 · OtherBETHANNA CO KAREN HAMILTON: $196,000 · OtherTHE PHILADELPHIA HIGH SCHOOL FOR GIRL: $188,260 · OtherSCHOOL DISTRICT OF PHILADELPHIA: $175,500 · OtherGAMP PARENT AND ALUMNI ORG: $172,100 · Other+31 more: $1,386,598 · Other+31 moreTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $525,000 · EducationTRUSTEES OF THE UNIVERSITY OF …BIG PICTURE PHILADELPHIA: $360,500 · EducationBIG PICTURE PHILADELPHIATEACH PLUS INC: $335,000 · EducationTEACH PLUS INCGRADUATE PHILADELPHIA: $290,000 · EducationGRADUATE PHILADELPHIACODED BY: $180,000 · EducationCODED BYPHILADELPHIA ACADEMIES INC: $168,000 · EducationPHILADELPHIA ACADEMIES INCWRITERS MATTER: $165,000 · EducationWRITERS MATTERALUMNAE ASSOCIATION PHILA HIGH SCHOOL FOR GIRLS: $80,000 · Education+2 more: $20,000 · EducationSPRINGBOARD COLLABORATIVE: $265,000 · Human ServicesSPRINGBOAR…JEWISH FAMILY & CHILDREN'S SERVICE OF GREATER PHILADELPHIA: $240,000 · Human ServicesJEWISH FAM…BETHANNA: $133,468 · Human ServicesBETHANNAUPLIFT CENTER FOR GRIEVING CHILDREN: $85,000 · Human ServicesUPLIFT CEN…+3 more: $32,000 · Human ServicesAFTER SCHOOL ACTIVITIES PARTNERSHIPS: $252,500 · Youth DevelopmentTHE PHILLY SERVICE AWARD: $20,000 · Youth DevelopmentCENTER FOR BLACK EDUCATOR DEVELOPMENT: $150,000 · Arts & CultureFRIENDS OF OFANIM INC: $85,000 · InternationalThe American Jewish Joint Distribution Committee Inc: $6,719 · InternationalJERUSALEM FOUNDATION INC: $6,000 · InternationalTHE AUSCHWITZ JEWISH CENTER FOUNDATION: $5,000 · International+1 more: $500 · InternationalMain Line Hospitals Inc: $75,000 · HealthMINDING YOUR MIND: $10,500 · Health+1 more: $2,500 · Health
Other$4,366,313Education$2,123,500Human Services$755,468Youth Development$272,500Arts & Culture$150,000International$103,219Health$88,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $525,000 over 3y, 0.0% of budgetBIG PICTURE PHILADELPHIA: $360,500 over 4y, 1.2% of budgetTEACH PLUS INC: $335,000 over 5y, 0.5% of budgetGRADUATE PHILADELPHIA: $290,000 over 4y, 7.0% of budgetSPRINGBOARD COLLABORATIVE: $265,000 over 4y, 0.7% of budgetAFTER SCHOOL ACTIVITIES PARTNERSHIPS: $252,500 over 5y, 9.0% of budgetJEWISH FAMILY & CHILDREN'S SERVICE OF GREATER PHILADELPHIA: $240,000 over 5y, 0.6% of budgetCODED BY: $180,000 over 4y, 2.9% of budgetPHILADELPHIA ACADEMIES INC: $168,000 over 2y, 4.4% of budgetWRITERS MATTER: $165,000 over 4y, 22% of budgetCENTER FOR BLACK EDUCATOR DEVELOPMENT: $150,000 over 3y, 2.1% of budgetBETHANNA: $133,468 over 1y, 0.6% of budgetUPLIFT CENTER FOR GRIEVING CHILDREN: $85,000 over 4y, 1.6% of budgetFRIENDS OF UNISTREAM INC: $85,000 over 2y, 16% of budgetFRIENDS OF OFANIM INC: $85,000 over 2y, 2.3% of budgetALUMNAE ASSOCIATION PHILA HIGH SCHOOL FOR GIRLS: $80,000 over 2y, 16% of budgetMain Line Hospitals Inc: $75,000 over 1y, 0.0% of budgetTHE PHILLY SERVICE AWARD: $20,000 over 2y, 15% of budgetChildren First PA: $17,000 over 1y, 0.5% of budgetEducation Law Center - PA: $15,000 over 3y, 0.3% of budgetMINDING YOUR MIND: $10,500 over 4y, 0.2% of budgetKAVOD: $10,000 over 1y, 0.2% of budgetThe American Jewish Joint Distribution Committee Inc: $6,719 over 1y, 0.0% of budgetJERUSALEM FOUNDATION INC: $6,000 over 1y, 0.0% of budgetPENNSYLVANIA ACADEMY OF THE FINE ARTS: $5,000 over 1y, 0.0% of budgetNUTRITIONAL DEVELOPMENT SERVICES: $5,000 over 1y, 0.0% of budgetRodale Institute: $5,000 over 1y, 0.0% of budgetTHE AUSCHWITZ JEWISH CENTER FOUNDATION: $5,000 over 1y, 0.3% of budgetTHE SUNDAY LOVE PROJECT INC: $5,000 over 1y, 2.2% of budgetAmerican Heart Association Inc: $2,500 over 1y, 0.0% of budgetJEWISH NATIONAL FUND (KEREN KAYEMETH LEISRAEL) 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.

  • Who funds TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ↗
  • Who funds BIG PICTURE PHILADELPHIA ↗
  • Who funds TEACH PLUS INC ↗
  • Who funds GRADUATE PHILADELPHIA ↗
  • Who funds SPRINGBOARD COLLABORATIVE ↗
  • Who funds AFTER SCHOOL ACTIVITIES PARTNERSHIPS ↗
  • Who funds JEWISH FAMILY & CHILDREN'S SERVICE OF GREATER PHILADELPHIA ↗
  • Who funds CODED BY ↗
  • Who funds PHILADELPHIA ACADEMIES INC ↗
  • Who funds WRITERS MATTER ↗
  • Who funds CENTER FOR BLACK EDUCATOR DEVELOPMENT ↗
  • Who funds BETHANNA ↗
  • Who funds UPLIFT CENTER FOR GRIEVING CHILDREN ↗
  • Who funds FRIENDS OF UNISTREAM INC ↗
  • Who funds FRIENDS OF OFANIM INC ↗
  • Who funds ALUMNAE ASSOCIATION PHILA HIGH SCHOOL FOR GIRLS ↗
  • Who funds Main Line Hospitals Inc ↗

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 Philadelphia FoundationPA32.1× affinity14 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Philadelphia Foundation · The William Penn Foundation · United Way of Greater Philadelphia and Southern New Jersey · The Neubauer Family Foundation · The Patricia Kind Family Foundation · Lindback Cr & Mf Foundation Tw Main · The Lenfest Foundation Inc · The Allen Hilles Fund · The Daniel B and Florence E Green Foundation · Henrietta Tower Wurts Memorial Foundation · The Barra Foundation Inc · Henry Dolfinger 2 Trust Uw

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 The Berstein Family Foundation funds: left to right is the share of its income from government, bottom to top the share from The Berstein Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 30%2%6%14%25%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →
    no gov moneyreceives it· size = income
    3get no government money at all
    9report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    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 The Berstein Family Foundation?

    Find your warmest path to The Berstein Family 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 71 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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