· 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 it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.
Where the money goes
Grants by size, and the largest recipients.
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 |
Does the money reach high-need areas?
Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.
Its 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 its grants land in higher-need ZIPs.
How this is measured
How this is measured
Who it funds again
Organizations funded in more than one year, against those funded once.
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
How this is measured
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 +57%
Funded once
GEORGETOWN UNIVERSITYgraduatedone grant, 2020 · $500 · revenue +36%
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.
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.
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…
How this is measured
10 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. 10 of the 14 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.
Where the money sits, by cause and then by grantee
Each grantee by its size and the funder’s share of it; top left is load-bearing
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 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 ↗
How much its grantees rely on government
Each dot is one organization The Herbert J and Dianne J Lerner Foundation funds: left to right is the share of its income from government, bottom to top the share from The Herbert J and Dianne J Lerner Foundation. Bigger dots raise more.
- Jewish Social Service Agency: 1% of income from government
- Rutgers University Foundation: 0% of income from government
How this is measured
Play a game based on Herbert J and Dianne J Lerner’s filings →