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· Private foundation

The Karen and Herbert Lotman Foundation

Its FY2025 filing reports that it accepted unsolicited grant applications.

$334k
Granted FY2025still arriving
8
Grants FY2025still arriving
2
States reached
$140k
Largest
01What it funds
0182% classified

What it funded, over time

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

Health$1.0MHuman Services$795kPhilanthropy$465kArts & Culture$123kYouth Development$105kReligion$21kEducation$4kHousing & Shelter$1kOther$0
02FY2025 · 8 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k3 grants · $9k
  • $10k–50k3 grants · $61k
  • $50k–250k2 grants · $265k
$20,000
Median grant
2
States reached
$1.3M
Total assets
Largest grants
RecipientAmount
BREAKTHROUGH T1D FKA JDRF$139,521
THE PHILADELPHIA FOUNDATION$125,000
THE PHILLY SERVICE AWARDS$25,000
MAIN LINE ART CENTER$20,000
Individual grant recipient$16,045
MAIN LINE HEART CENTER$5,000
SAY$2,500
THE BARNES FOUNDATION$1,250
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:

Dollar for dollar, its grants (FY17–25) land where the poverty rate runs at 15%, against an area that typically sits at 12%. 58% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 12%JDRF: $100k → 7%MAIN LINE ART CENTER: $20k → 10%THE BARNES FOUNDATION: $1k → 22%ARCHER SCHOOL FOR GIRLS: $3k → 14%SAY: $11k → 17%JDRF: $60k → 7%MAIN LINE ART CENTER: $20k → 10%THE BARNES FOUNDATION: $1k → 22%CROSSROADS SCHOOL: $1k → 14%SAY: $10k → 17%JDRF: $188k → 7%MAIN LINE ART CENTER: $20k → 10%PHILADELPHIA FOUNDATION: $140k → 22%SAY: $3k → 17%JDRF: $148k → 7%MAIN LINE ART CENTER: $20k → 10%PHILADELPHIA FOUNDATION: $100k → 22%SAY: $3k → 17%NATIONAL MS SOCIETY: $5k → 7%MAIN LINE ART CENTER: $20k → 10%FROG COMMISARY - RMH DINNER: $27k → 22%SAY: $500 → 17%NATIONAL MS SOCIETY: $5k → 7%THE PHILLY SEREVICEAWARDS: $65k → 10%ST MARK'S CHURCH: $6k → 22%METROPOLITAN OPERA: $250 → 17%NATIONAL MS SOCIETY: $5k → 7%THE PHILLY SERVICE AWARDS: $25k → 10%ST MARK'S CHURCH: $5k → 22%WILD PROJECT PRODUCTION: $10k → 17%MAIN LINE HEART CENTER: $5k → 7%PHILLY SERVICE AWARDS: $15k → 10%ST MARK'S CHURCH: $5k → 22%MAIN LINE HEART CENTER: $5k → 7%ST MARK'S CHIRCH: $5k → 22%MAIN LINE HEART CENTER: $5k → 7%UNIVERSITY OF THE ARTS: $10k → 22%MAIN LINE HEART CENTER: $5k → 7%CATERING BY DESIGN: $16k → 22%MACULA VISION RESEARCH FOUNDATION: $295k → 7%RMHC: $775k → 22%CATERING BY DESIGN: $13k → 22%PHILADELPHIA RONALD MCDONALD HOUSE: $50k → 22%INFINITY CATERERS - RMH TURKEYS: $6k → 22%THE PHILADELPHIA FOUNDATION: $125k → 22%THE PHILADELPHIA FOUNDATION: $50k → 22%THE PHILADELPHIA FOUNDATION: $50k → 22%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.
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.

38%of every dollar goes to organizations it has funded before.
$815k · 9 repeat orgs$1.3M to everyone else

Grantees it renews have grown median revenue +104% since the first grant, against 0% for those funded once.

9 repeat relationships: 6 still active in FY2025, 3 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

9
12

Total granted

$815k
$1.2M

Median revenue growth · since first grant

+104%
0%

Still filing today

44%
58%

New vs renewed · share of each year

In FY2025, 33% of grant dollars renewed an existing relationship; $140k went to new ones.

50%100%’17’19’20’22’23’24’25
RenewedFirst-time

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

’17’19’20’22’23’24’25
Arts & CultureEducationHealthYouth DevelopmentHuman ServicesOther
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

  • BT
    BREAKTHROUGH T1D
    4× · 2020–2024 · $496k · revenue +42%
  • TP
    THE PHILLY SERVICE AWARD
    3× · 2023–2025 · $105k · revenue +702%
  • ML
    Main Line Art Center
    5× · 2020–2025 · $100k · revenue +104%

Funded once

  • PI
    PRMH INC
    one grant, 2022 · $775k · revenue -42%
  • MV
    MACULA VISION RESEARCH FOUNDATION
    one grant, 2017 · $295k · revenue -100%
  • RONALD MCDONALD HOUSE CHARITIES OF THE PHILADELPHIA REGION
    one grant, 2024 · $50k · revenue 0%
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 Philadelphia School

The philadelphia school educates children for a future that is impossible to know but not impossible to shape. learn here. go anywhere.

—
2
Manhattan University

Manhattan university is an independent catholic instituion of higher learning that embraces qualified men and women of all faiths, cultures, and traditions. the mission of manhattan university is to provide a contemporary, person-centered…

Education
3
Philadelphia Contemporary

We connect the people and places of philadelphia through art and partnership. the organization is a free-standing platform that endeavors to show forward-thinking, high-quality contemporary visual and performance art in the city. the…

Human Services
4
The Trustees of Princeton University

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…

Education
5
Trustees of the University of Pennsylvania

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…

Education
6
New York School of Interior Design

New york school of interior design provides the most innovative, immersive, and transformative interior design education in the world, demonstrating the impact of professionally designed interiors on the health, happiness, and well-being…

Education
7
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
8
Mastery Charter High School

All students learn the academic and personal skills they need to be truly prepared for postsecondary success and able to pursue their dreams.

Education
9
Point Park University

Provides innovative education in a dynamic urban setting. dedicated to academic excellence and community engagement,we prepare students of diverse backgrounds with the knowledge, skill,and experience to lead meaningful lives as informed…

—
10
Wilson College

Wilson college empowers students to be confident and critical thinkers, creative visionaries, effective communicators, honorable leaders, and agents of justice.

Education
11
Manhattanville University

To educate students to be ethical and socially responsible leaders in a global community.

Education
12
Albright College

As a diverse community of learners, we cultivate integrity, curiosity, connection and resilience.

Education
How this is measured
The grantee most central to the portfolio’s shape is The Philadelphia Foundation; the most unlike its peers is Breakthrough T1D. 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

13 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. 13 of the 23 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)
3
Early backer (in before they grew)
12/13
Grantees still filing
8/13
Grew since first funded

Where the money sits, by cause and then by grantee

PRMH INC: $775,000 · OtherPRMH INCMACULA VISION RESEARCH FOUNDATION: $295,000 · OtherMACULA VISION RESEARCH FOUNDATIONBREAKTHROUGH T1D FKA JDRF: $139,521 · OtherBREAKTHROUGH T1D FKA JDRFRONALD MCDONALD HOUSE CHARITIES OF THE PHILADELPHIA REGION: $50,000 · Other+9 more: $164,606 · Other+9 moreBREAKTHROUGH T1D: $495,595 · HealthBREAKTHROUGH T1DTHE PHILADELPHIA FOUNDATION: $465,000 · PhilanthropyTHE PHILADELPHIA FOU…Main Line Art Center: $100,000 · Arts & CultureWILD PROJECT PRODUCTIONS INC: $10,000 · Arts & Culture+1 more: $2,500 · Arts & CultureTHE PHILLY SERVICE AWARD: $105,000 · Youth DevelopmentTHE UNIVERSITY OF THE ARTS: $10,000 · EducationTHE ARCHER SCHOOL FOR GIRLS INC: $2,500 · EducationCROSSROADS SCHOOL FOR ARTS AND SCIENCES: $1,000 · EducationSUNDAY BREAKFAST RESCUE MISSION: $1,000 · Human Services
Other$1,424,127Health$495,595Philanthropy$465,000Arts & Culture$112,500Youth Development$105,000Education$13,500Human Services$1,000

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

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetBREAKTHROUGH T1D: $495,595 over 4y, 0.1% of budgetTHE PHILADELPHIA FOUNDATION: $465,000 over 5y, 0.2% of budgetMACULA VISION RESEARCH FOUNDATION: $295,000 over 1y, 18% of budgetTHE PHILLY SERVICE AWARD: $105,000 over 3y, 22% of budgetMain Line Art Center: $100,000 over 5y, 2.4% of budgetRONALD MCDONALD HOUSE CHARITIES OF THE PHILADELPHIA REGION: $50,000 over 1y, 0.2% of budgetTHE UNIVERSITY OF THE ARTS: $10,000 over 1y, 0.0% of budgetWILD PROJECT PRODUCTIONS INC: $10,000 over 1y, 2.1% of budgetTHE ARCHER SCHOOL FOR GIRLS INC: $2,500 over 1y, 0.0% of budgetTHE BARNES FOUNDATION: $2,500 over 2y, 0.0% of budgetSUNDAY BREAKFAST RESCUE MISSION: $1,000 over 1y, 0.0% of budgetCROSSROADS SCHOOL FOR ARTS AND SCIENCES: $1,000 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.

  • Who funds PRMH INC ↗
  • Who funds BREAKTHROUGH T1D ↗
  • Who funds THE PHILADELPHIA FOUNDATION ↗
  • Who funds MACULA VISION RESEARCH FOUNDATION ↗
  • Who funds THE PHILLY SERVICE AWARD ↗
  • Who funds Main Line Art Center ↗
  • Who funds RONALD MCDONALD HOUSE CHARITIES OF THE PHILADELPHIA REGION ↗
  • Who funds THE UNIVERSITY OF THE ARTS ↗
  • Who funds WILD PROJECT PRODUCTIONS INC ↗
  • Who funds THE ARCHER SCHOOL FOR GIRLS INC ↗
  • Who funds THE BARNES FOUNDATION ↗
  • Who funds SUNDAY BREAKFAST RESCUE MISSION ↗
  • Who funds CROSSROADS SCHOOL FOR ARTS AND SCIENCES ↗

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.

National Philanthropic TrustPA8.3× affinity4 shared granteesties to 3 of 3Hover any node to trace its alignments.Compare side by side →

Open a dossier: National Philanthropic Trust · Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund

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 Karen and Herbert Lotman Foundation funds: left to right is the share of its income from government, bottom to top the share from The Karen and Herbert Lotman Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%6%25%56%100%funder's share of their income ↑0%25%50%75%100%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
    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.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to The Karen and Herbert Lotman Foundation?

    Find your warmest path to The Karen and Herbert Lotman 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.

    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 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Karen and Herbert Lotman’s filings →

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