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Delaware · Private foundation

The Daniel and Karen Berman Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$52k
Granted FY2020
21
Grants FY2020
8
Organizations funded FY2020
13%
First-time grantees FY2020
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Read this first · the figures below need context

76% of The Daniel and Karen Berman Foundation’s FY2025 grant dollars went to Schwab Charitable Fund, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2025 names 11 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2020, the last year The Daniel and Karen Berman Foundation named its own grantees at scale: 8 organizations, $52k. It is dated, not current.

Organizations named directly on the return

2
’17
10
’18
6
’19
8
’20
11
’21
10
’22
9
’23
10
’24
11
’25

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

Median grant, FY2020
$2,385
Largest grant, FY2020
$10,000
Organizations funded a year
2 to 10
FY2017 to FY2020
States reached, FY2020
3
Total assets, FY2020
$1.4M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2020, 13% of the organizations The Daniel and Karen Berman Foundation funded were first-time grantees, receiving 1% of its grant dollars.

New vs renewed · share of each year

In FY2020, 99% of grant dollars renewed an existing relationship; $500 went to new ones.

50%100%’18’19’20
RenewedFirst-time

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

’18’19’20
EducationFood & NutritionYouth DevelopmentHealthInternationalOther
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.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY20208$37k13%
FY20196$14k0%
FY201810$17k90%
FY20172$2kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Philanthropy$776kFood & Nutrition$65kHousing & Shelter$55kArts & Culture$55kEducation$45kReligion$28kYouth Development$20kHealth$8kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

NY
OR
PA
NJ
CA
NE
NC
FL

Top grantees

Largest recipients by total granted, FY2017 to FY2025, and the share of each one’s budget the grants supplied at peak.

Show all 18 grantees
All grantees of The Daniel and Karen Berman Foundation by total granted
GranteeTotal grantedYearsShare of their budget
Food Bank of Central & Eastern Nc Inc$65,00080%
Urban Ministries of Durham Inc$55,00080%
Carolina Theatre of Durham Inc$45,00050%
Duke University$33,50080%
Judea Reform Congregation$27,8508n/a
Durham Children's Initiative$19,50060%
Chordoma Foundation$5,00060%
Trustees of the Lawrenceville School$5,00080%
Ransom Everglades School Inc$4,50070%
The North Carolina Public Television Foundation Inc$4,00040%
National Network of Abortion Funds Inc$2,50010%
Pro Publica Inc$2,5001n/a
Carolina Abortion Fund$2,50010%
The Greater Trenton Jewish Cemetery Proj$2,00022%
Israel Tennis Centers Foundation Inc$1,80010%
University of North Carolina at Chapel Hill$1,2501n/a
Durham Academy Inc$50010%
Reform Congregation Keneseth Israel$1801n/a

What it could do for these grantees

Plus 2 recipients with no EIN on record ($2k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget The Daniel and Karen Berman Foundation supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetFood Bank of Central & Eastern Nc Inc: $65,000 over 8y, 0.0% of budgetUrban Ministries of Durham Inc: $55,000 over 8y, 0.3% of budgetCarolina Theatre of Durham Inc: $45,000 over 5y, 0.3% of budgetDuke University: $33,500 over 8y, 0.0% of budgetDurham Children's Initiative: $19,500 over 6y, 0.3% of budgetChordoma Foundation: $5,000 over 6y, 0.0% of budgetTrustees of the Lawrenceville School: $5,000 over 8y, 0.0% of budgetRansom Everglades School Inc: $4,500 over 7y, 0.0% of budgetThe North Carolina Public Television Foundation Inc: $4,000 over 4y, 0.1% of budgetNational Network of Abortion Funds Inc: $2,500 over 1y, 0.0% of budgetCarolina Abortion Fund: $2,500 over 1y, 0.5% of budgetThe Greater Trenton Jewish Cemetery Proj: $2,000 over 2y, 1.7% of budgetIsrael Tennis Centers Foundation Inc: $1,800 over 1y, 0.0% of budgetDurham Academy Inc: $500 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 14.

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.

Triangle Community Foundation IncNC17.3× affinity6 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 · Duke University Health System Inc · Fox Family Foundation Inc · The Forest At Duke Inc · The Leon Levine Foundation · The Winston-Salem Foundation · Morgan Stanley Global Impact Funding Trust Inc · Fidelity Foundation · Arthur J Gallagher Foundation · The Blackbaud Giving Fund · Duke Energy 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.

Compare The Daniel and Karen Berman Foundation with peer funders

Warm introductions · Powered by PlinthPlus

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

Find your warmest path to The Daniel and Karen Berman 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.

About The Daniel and Karen Berman Foundation

How much does The Daniel and Karen Berman Foundation give?
The Daniel and Karen Berman Foundation reported 21 grants totaling $52,385 in its FY2020 IRS filing. It funded between 2 and 10 organizations a year over FY2017 to FY2020.
What does The Daniel and Karen Berman Foundation fund?
By grant dollars over FY2017 to FY2025, its largest causes are Philanthropy (74%), Food & Nutrition (6%), Housing & Shelter (5%).
Who are The Daniel and Karen Berman Foundation's largest grantees?
By total granted over FY2017 to FY2025: Food Bank of Central & Eastern Nc Inc ($65k), Urban Ministries of Durham Inc ($55k), Carolina Theatre of Durham Inc ($45k).
Does The Daniel and Karen Berman Foundation fund new organizations?
In FY2020, 13% of the organizations it funded were first-time grantees.
Does The Daniel and Karen Berman Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as The Daniel and Karen Berman Foundation?
Its strongest co-funders, measured against what their size predicts, include Triangle Community Foundation Inc, The Shepard Broad Foundation Inc, Duke University Health System Inc.
Where is The Daniel and Karen Berman Foundation based?
The Daniel and Karen Berman Foundation is based in DE.

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 23 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 2020, released 2020. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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