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The Frank & Toby Berman Family Foundation at a glance

· Private foundation

The Frank & Toby Berman 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.

$34k
Granted FY2024still arriving
12
Grants FY2024still arriving
6
States reached
$10k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
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.

Health$67kReligion$21kPhilanthropy$17kFood & Nutrition$10kInternational$9kAnimals$6kHuman Services$4kCivil Rights$2kOther$0
02FY2024 · 12 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k11 grants · $24k
  • $10k–50k1 grant · $10k
$1,800
Median grant
6
States reached
$463k
Total assets
Largest grants
RecipientAmount
MAYO CLINIC$10,000
BETH EL SYNAGOGUE$7,200
JEWISH FED OF PALM SPRINGS DESERT A$5,000
ISRAEL GUIDE DOG CENTER$3,600
EISINHOWER HEALTH AND HOSPITAL$2,500
JEWISH NATIONAL FUND$1,800
MCCALLUM FOUNDATION$1,000
PALM SPRINGS MUSEUM$1,000
Individual grant recipient$800
Individual grant recipient$500
MINNEAPOLIS JEWISH FEDERATION$500
JEWISH FAMILY CHILDREN'S SERVICE MP$100
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, $9k) land where the poverty rate runs at 8%, against an area that typically sits at 8%. 34% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 8%ISRAEL GUIDE DOG CENTER: $4k → 6%ISRAEL GUIDE DOG CENTER: $1k → 6%ISRAEL GUIDE DOG CENTER: $500 → 6%ISRAEL GUIDE DOG CENTER: $500 → 6%ISRAEL GUIDE DOG CENTER: $500 → 6%JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS: $1k → 11%JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS: $1k → 11%JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS: $1k → 11%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.

Which US states its grants reach

MN
IL
WI
NY
MA
PA
NJ
CA
TN
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.

84%of every dollar goes to organizations it has funded before.
$51k · 9 repeat orgs$9k to everyone else

9 repeat relationships: 6 still active in FY2024, 3 since wound down; 3 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

9
9

Total granted

$51k
$8k

Median revenue growth · since first grant

+47%
+82%

Still filing today

33%
67%

New vs renewed · share of each year

In FY2024, 91% of grant dollars renewed an existing relationship; $2k 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
Human ServicesHealthInternationalRecreation & SportsPhilanthropyArts & 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

  • IG
    ISRAEL GUIDE DOG CENTER FOR THE BLIND
    5× · 2020–2024 · $6k · revenue +90%
  • JF
    JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS
    3× · 2020–2022 · $3k · revenue +47%
  • TS
    THE SHALOM FOUNDATION
    2× · 2020–2021 · $2k · revenue +8%

Funded once

  • BI
    BIRTHRIGHT ISRAEL FOUNDATION
    one grant, 2020 · $2k · revenue +19%
  • TF
    TRUE FRIENDSgraduated
    one grant, 2020 · $1k · revenue +89%
  • KD
    KIRK D RAMIN MD ENDOWMENT FUND
    one grant, 2020 · $1k
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
The Steinhardt Foundation for Jewish Life Inc
Religion
2
University of Judaism Foundation
—
3
Jewish Life Foundation
—
4
The Jerusalem Connection
—
5
Foundation for Conservative Judiasm of South Florida
—
6
Zichron Avrohom Yosef
Philanthropy
7
Jewish Communal Fund

To facilitate and promote philanthropy through donor advised funds.

Philanthropy
8
Sherit Isroel
—
9
The United Jewish Fund and Council St Paul Jewish Federation

To unite, sustain, and enhance the st. paul jewish community and strengthen bonds with jewish communities in israel and around the world.

Philanthropy
10
Zichron Chaim Meir Foundation
Philanthropy
11
The Milstein Family Foundation
Philanthropy
12
Chaim Maleh Foundation
Philanthropy
How this is measured
The grantee most central to the portfolio’s shape is Minneapolis Jewish Federation; the most unlike its peers is Starkey Hearing Foundation. 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

15 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. 15 of the 26 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)
1
Early backer (in before they grew)
15/15
Grantees still filing
12/15
Grew since first funded

Where the money sits, by cause and then by grantee

MAYO CLINIC: $60,000 · HealthMAYO CLINIC+2 more: $1,500 · HealthTEMPLE ISRAEL: $11,000 · OtherTEMPLE ISRAELJEWISH FEDERATION OF PALM SPRINGS AND DESERT AREA: $10,000 · OtherJEWISH FEDERATION OF PALM SPRINGS AND DESER…BETH EL SYNAGOGUE: $10,000 · OtherBETH EL SYNAGOGUEJEWISH FED OF PALM SPRINGS DESERT A: $10,000 · OtherJEWISH FED OF PALM SPRINGS DESERT AEISINHOWER HEALTH AND HOSPITAL: $5,000 · OtherEISINHOWER HEALTH AND HOSPITALMCCALLUM FOUNDATION: $2,500 · Other+7 more: $5,150 · Other+7 moreISRAEL GUIDE DOG CENTER FOR THE BLIND: $6,100 · Human ServicesJEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS: $3,200 · Human ServicesTHE SHALOM FOUNDATION: $1,750 · Human ServicesJEWISH NATIONAL FUND (KEREN KAYEMETH LEISRAEL) INC: $5,400 · InternationalBIRTHRIGHT ISRAEL FOUNDATION: $2,000 · InternationalMINNEAPOLIS JEWISH FEDERATION: $4,400 · PhilanthropyAURORA HEALTH CARE FOUNDATION INC: $250 · PhilanthropyDESERT COMMUNITY FOUNDATION: $250 · PhilanthropyTRUE FRIENDS: $1,000 · Recreation & SportsPALM SPRINGS ART MUSEUM: $1,000 · Arts & Culture
Health$61,500Other$53,650Human Services$11,050International$7,400Philanthropy$4,900Recreation & Sports$1,000Arts & Culture$1,000

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

25%50%75%100%$10M$100Mgrantee revenue →↑ funder's share of their budgetMAYO CLINIC: $60,000 over 5y, 0.0% of budgetJEWISH FEDERATION OF PALM SPRINGS AND DESERT AREA: $10,000 over 3y, 0.2% of budgetISRAEL GUIDE DOG CENTER FOR THE BLIND: $6,100 over 5y, 0.1% of budgetJEWISH NATIONAL FUND (KEREN KAYEMETH LEISRAEL) INC: $5,400 over 3y, 0.0% of budgetMINNEAPOLIS JEWISH FEDERATION: $4,400 over 3y, 0.0% of budgetJEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS: $3,200 over 3y, 0.0% of budgetBIRTHRIGHT ISRAEL FOUNDATION: $2,000 over 1y, 0.0% of budgetTHE SHALOM FOUNDATION: $1,750 over 2y, 0.1% of budgetTRUE FRIENDS: $1,000 over 1y, 0.0% of budgetPALM SPRINGS ART MUSEUM: $1,000 over 1y, 0.0% of budgetRonald McDonald House Global: $1,000 over 1y, 0.0% of budgetJEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO MARIN & PENINSULA: $500 over 1y, 0.0% of budgetStarkey Hearing Foundation: $500 over 1y, 0.0% of budgetAURORA HEALTH CARE FOUNDATION INC: $250 over 1y, 0.0% of budgetDESERT COMMUNITY FOUNDATION: $250 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.

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.

American Endowment Fo…Robert and Susan Diam…National Philanthropi…Morgan Stanley Global…Jpmorgan Chase Founda…Vanguard Charitable E…Donor Advised Charita…American Online Givin…Fidelity Investments …Amazonsmile Foundation
American Endowment FoundationOH14.2× affinity7 shared granteesties to 9 of 9Hover any node to trace its alignments.Compare side by side →

Open a dossier: American Endowment Foundation · Robert and Susan Diamond Foundation · National Philanthropic Trust · Morgan Stanley Global Impact Funding Trust Inc · Jpmorgan Chase Foundation · Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile 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.

How much its grantees rely on government

Each dot is one organization The Frank & Toby Berman Family Foundation funds: left to right is the share of its income from government, bottom to top the share from The Frank & Toby Berman Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%3%5%8%10%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    3report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–10%
    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.

    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 26 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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    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home