· Private foundation
The Herbert J and Dianne J Lerner 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.
Read this first · the figures below need context
99% of The Herbert J and Dianne J Lerner Foundation’s FY2024 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. FY2024 names 1 organization directly, so a portfolio cannot be read from it. Everything below is therefore FY2023, the last year The Herbert J and Dianne J Lerner Foundation named its own grantees at scale: 6 organizations, $31k. It is dated, not current.
Organizations named directly on the return
Amber years are those where most dollars went to a sponsor.
What you funded, over time
Every grant clustered by its grantee’s IRS cause code (NTEE), by year — across FY2020–2024.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2023
- Under $10k8 grants · $21k
- $10k–50k1 grant · $10k
| Recipient | Amount |
|---|---|
| Jewish Social Service Agency | $10,000 |
| Children of Difference Foundation | $5,000 |
| Abramson Scholarship Foundation | $3,000 |
| Us Against Alzheimer's | $3,000 |
| Individual grant recipient | $3,000 |
| The Community Foundation of Greater Washington | $2,500 |
| Jewish Federation of Greater Washington | $2,000 |
| US Holocaust Museum | $1,000 |
| So Others Might Eat | $1,000 |
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.
Your human-services grants (FY23–23, $10k) land where the poverty rate runs at 8%, against an area that typically sits at 8%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein 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 — shown as context about the area, never attributed to your giving.
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.
10 repeat relationships — 7 still active in FY2023, 3 since wound down; 1 grantees were first funded in FY2023 (too recent to call). Read against FY2023, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.
Where new relationships form · theme of each grantee’s first grant
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
- UUSAGAINSTALZHEIMER'S4× · 2020–2023 · $16k · revenue +13%
- TFTHE FREDERICK B ABRAMSON MEMORIAL FOUNDATION3× · 2021–2023 · $7k · revenue +37%
- TUThe United States Holocaust Memorial Museum4× · 2020–2023 · $4k · revenue +36%
Funded once
GEORGETOWN UNIVERSITYgraduatedone grant, 2020 · $500 · revenue +36%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
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.
Undergraduate, graduate, and professional education and research across a broad array of academic domains.
The mission of the george washington university (gw) is to educate individuals in liberal arts, languages, sciences, learned professions, and other courses and subjects of study, and to conduct scholarly research and publish the findings…
The institute for advanced study (the institute) is one of the world's leading centers for theoretical research and intellectual inquiry. see schedule o.
The primary mission of furman as a liberal arts institution is to provide a distinctive education in fine arts, humanities, social sciences, mathematics and the sciences, as well as selected professional disciplines.
The washington university is a co-educational, nondenominational university with a long and distinguished history of teaching, research and (cont'd on schedule o)
Biu produces students who excel in the sciences, humanities, law, engineering, business & the arts.
Research, education and general - princeton university is a private not-for-profit, non-sectarian institution of higher learning with approximately 5,700 undergraduate and 3,300 graduate students. 2,500 students graduated in the 2024-2025…
The trustees of the university of pennsylvania (the "university") sees itself as having a public service mission. in such regard, the university aims to provide a rich and diverse educational environment for its students; to pioneer…
As the national university of the catholic church in the united states, founded and sponsored by the bishops of the country with the approval of the holy see, the catholic university of america is committed to being a comprehensive…
Fordham university, the jesuit university of new york, is committed to the discovery of wisdom and the transmission of learning, through research and through education of the highest quality. for more information, see schedule o.
The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…
The fsmb serves as the voice for state medical boards, supporting them through education, assessment, research and advocacy while providing services and initiatives that promote patient safety, quality health care and regulatory best…
For reference, the grantee most central to the portfolio’s shape is Washington Regional Association of Grantmakers and the most unlike its peers is The United States Holocaust Memorial Museum. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
10 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 10 of the 14 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
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.
- Who funds DONOR ADVISED CHARITABLE GIVING INC ↗
- Who funds USAGAINSTALZHEIMER'S ↗
- Who funds RUTGERS UNIVERSITY FOUNDATION ↗
- Who funds JEWISH SOCIAL SERVICE AGENCY ↗
- Who funds THE JEWISH FEDERATION OF GREATER WASHINGTON INC ↗
- Who funds THE FREDERICK B ABRAMSON MEMORIAL FOUNDATION ↗
- Who funds SOME INC ↗
- Who funds The United States Holocaust Memorial Museum ↗
- Who funds WASHINGTON REGIONAL ASSOCIATION OF GRANTMAKERS ↗
- Who funds GEORGETOWN UNIVERSITY ↗
Government reliance of your grantees
Every dot is one organization The Herbert J and Dianne J Lerner 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.
- Jewish Social Service Agency — 1% of income from government
- Rutgers University Foundation — 0% of income from government
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 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.