How much did The Daniel and Karen Berman Foundation grant in FY2024?

A cause breakdown isn’t shown here: 50% of The Daniel and Karen Berman 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

2018

durham-chapel hillhill jewishfair share

2019

—

2020

jewish bookbook fairransom evergladesdurham-chapel hillhill jewishfair share

2021

jewish good

2022

—

2023

—

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

03FY2024 · 17 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

Under $10k12 grants · $26k
$10k–50k4 grants · $62k
$50k–250k1 grant · $110k

$2,500

Median grant

States reached

$5.4M

Total assets

Largest grants

DURHAM-CHAPEL HILL JEWISH FEDERATION$110,400
DONOR ADVISED CHARITABLE GIVING$31,800
CAROLINA THEATRE OF DURHAM INC$10,000
THE COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA$10,000
FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA INC$10,000
URBAN MINISTRIES OF DURHAM INC$7,500
DURHAM-CHAPEL HILL JEWISH FEDERATION$5,000
DUKE UNIVERSITY$2,500
DURHAM-CHAPEL HILL JEWISH FEDERATION$2,500
JUDEA REFORM CONGREGATION$2,040
JUDEA REFORM CONGREGATION$1,800
CHORDOMA FOUNDATION$1,000
THE NORTH CAROLINA PUBLIC TELEVISION FOUNDATION IN$1,000
GREATER TRENTON JEWISH CEMETERY PROJECT INC$1,000
DUKE UNIVERSITY$1,000

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:

Dollar for dollar, your grants (FY17–24) land where the poverty rate runs at 11% — the area typically sits at 10%. 93% 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.

94%of every dollar goes to organizations you’ve funded before.

$755k · 12 repeat orgs$52k to everyone else

12 repeat relationships — 10 still active in FY2024, 2 since wound down; 3 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

Total granted

$755k

$9k

Median revenue growth · since first grant

+88%

+506%

Still filing today

83%

57%

New vs renewed · share of each year

In FY2024, 78% of grant dollars renewed an existing relationship; $43k went to new ones.

RenewedFirst-time

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

EducationPhilanthropyArts & CultureHealthFood & NutritionYouth 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

DURHAM-CHAPEL HILL JEWISH FEDERATION
7× · 2018–2024 · $302k · revenue +191%
SCHWAB CHARITABLE FUND
2× · 2021–2022 · $242k · revenue +179%
FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA INC
7× · 2018–2024 · $50k · revenue +88%

Funded once

CAROLINA ABORTION FUNDgraduated
one grant, 2021 · $3k · revenue +506%
NATIONAL NETWORK OF ABORTION FUNDSgraduated
one grant, 2021 · $3k · revenue +810%
IT
ISRAEL TENNIS CENTERS FOUNDATION INCgraduated
one grant, 2018 · $2k · revenue +37%

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.

The Duke University School of

To support the charitable, scientific and educational activities of duke university and duke university health system, inc. form 990-ez, part v, line 34the duke university school of medicine research foundation board approved by sufficient…

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Davidson Day School

Davidson Day is a Pre-K through 12th grade college preparatory school located in Davidson, North Carolina. Davidson Day School fosters academic excellence through collaboration, creativity, and character development. Our vision is to be a…

Education

Durham Community Charter School

Operation of a public charter school.

Education

Davidson College

Undergraduate liberal arts education

Education

Duke Energy Foundation

—

The Duke Endowment

—

North Carolina Museum of Life &

To create a place of lifelong learning where people, from young child to senior citizen, embrace science as a way of knowing about themselves, their community, and their world.

Arts & Culture

Durham's Partnership for Children

To ensure every child in durham enters school ready to suceed, we lead community statergies for children birth to 5 and their families that promote healthy development and learning and enhance access to high quality care.

Education

Durham Congregations in Action

Dcia organizes communities of diverse faiths to work for racial justice, social equity, and human dignity.

Human Services

The Durham Museum

Provide relevant educational and entertaining opportunities within the region that exceed customer expectations, while preserving our community's vibrant cultural history.

Arts & Culture

Durham for All

Educate and mobilize Durham residents to take action together to build a Durham where everyone can thrive.

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Montessori School of Durham

Montessori's mission is igniting passion and curiosity for lifelong learning.

Education

For reference, the grantee most central to the portfolio’s shape is Durham-Chapel Hill Jewish Federation and the most unlike its peers is The Lawrenceville School. 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

16 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)

16/16

Grantees still filing

12/16

Grew since you first funded

Where your money sits — by cause, then by grantee

Other$408,880Philanthropy$252,000Food & Nutrition$50,000Arts & Culture$36,000Education$34,500Youth Development$19,500Health$6,500

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.

Triangle Community Foundation IncNC19.9× affinity7 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Triangle Community Foundation Inc · The Shepard Broad Foundation Inc · Fox Family Foundation Inc · The Forest At Duke Inc · Morgan Stanley Global Impact Funding Trust Inc · Fidelity Foundation · Arthur J Gallagher Foundation · The Blackbaud Giving Fund · Vanguard Charitable Endowment Program · The Bank of America Charitable Foundation Inc · Gs Donor Advised Philanthropy Fund · American Endowment 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 Daniel and Karen Berman 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

2get no government money at all

0rely on government for over half their income

⤢ axis zoomed · 0–30%

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: DURHAM-CHAPEL HILL JEWISH FEDERATION.

Agentic due diligence · confidence × risk

Financial management

low risk

~7 months of operating runway; revenue grew over 7 filed years.

Track record & reputation

low risk

7 years of Form 990 filings, still active; revenue up 2.9× since.

Legal standing

low risk

US 501(c)(3); EIN 581384316 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 DURHAM-CHAPEL HILL JEWISH FEDERATION, 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 7 months of cash on hand.
On trackSustained operations— Filing through 2025; revenue grew over the period.
On trackReliance on your funding— Your grants peaked at 2% 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 Daniel and Karen Berman Foundation?

Find your warmest path to The Daniel and Karen Berman 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 Daniel and Karen Berman 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

16 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to The Daniel and Karen Berman Foundation?

More from the funding graph

The Daniel and Karen Berman 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

16 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to The Daniel and Karen Berman Foundation?

More from the funding graph