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The Kathryn M and Ronald J Herman Jr Charitable Foundation at a glance

· Private foundation

The Kathryn M and Ronald J Herman Jr Charitable 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.

$6k
Granted FY2022
5
Grants FY2022
4
States reached
$2k
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, FY2017 to 2022.

Arts & Culture$51kPublic Benefit$29kEducation$11kEnvironment$10kHealth$10kPhilanthropy$3kCommunity Improvement$2kHousing & Shelter$500Other$0
02FY2022 · 5 grants

Where the money goes

Grants by size, and the largest recipients.

$1,000
Median grant
4
States reached
$2k
Total assets
Largest grants
RecipientAmount
GOODLING SCHOLARSHIP FUND$2,000
Individual grant recipient$1,000
RVNA HEALTH$1,000
NOTRE DAME CLUB OF FF SCHOLARSHIP FUND$1,000
AMERICAN CANCER SOCIETY$500
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 (FY19–21, $7k) land where the poverty rate runs at 9%, against an area that typically sits at 11%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 11%ABILITY BEYOND: $3k → 9%ABILITY BEYOND: $3k → 9%ABILITY BEYOND: $2k → 9%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.

96%of every dollar goes to organizations it has funded before.
$110k · 13 repeat orgs$5k to everyone else

13 repeat relationships: 4 still active in FY2022, 9 since wound down; 1 grantees were first funded in FY2022 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

13
6

Total granted

$110k
$4k

Median revenue growth · since first grant

+57%
+156%

Still filing today

62%
33%

New vs renewed · share of each year

In FY2022, 82% of grant dollars renewed an existing relationship; $1k went to new ones.

50%100%’17’18’19’20’21’22
RenewedFirst-time

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

’17’18’19’20’21’22
EducationEnvironmentHuman ServicesHealthHousing & ShelterPhilanthropyOther
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

  • TI
    THE INSTITUTE OF CLASSICAL ARCHITECTURE AND ART INC
    4× · 2017–2021 · $51k · revenue +57%
  • TG
    THE GARDEN CONSERVANCY INC
    4× · 2017–2021 · $10k · revenue +109%
  • AB
    ABILITY BEYOND DISABILITY INC
    3× · 2019–2021 · $7k · revenue +29%

Funded once

  • LH
    LOUNSBURY HOUSE OF RIDGEFIELDS
    one grant, 2020 · $1k
  • TR
    THE ROGER GOWER MEMORIAL FUND
    one grant, 2018 · $1k
  • MA
    MAKE A WISH
    one grant, 2019 · $566
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
Boston Architectural College

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

—
2
University of New Haven

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…

Education
3
Dickinson College

Dickinson college provides a useful, innovative and interdisciplinary education in the liberal arts and sciences to prepare students to lead rich and fulfilling lives of engaged global citizenship

Education
4
Western New England University

Western new england university, a comprehensive private institution with a tradition of excellence in teaching and scholarship and a commitment to service, awards undergraduate, master's, and doctoral degrees in various departments from…

Education
5
Dana-Farber Cancer Care Network Inc

The mission of Dana-Farber Cancer Care Network (DFCCN) is to promote and support, directly or indirectly, the interests and purposes of Dana-Farber Cancer Institute (DFCI).

Health
6
DePauw University

Depauw university develops leaders the world needs through an uncommon commitment to the liberal arts. depauw's diverse and inclusive learning and living experience, distinctive in its rigorous intellectual engagement and its global and…

Education
7
The Trustees of Grinnell College

To educate students in the liberal arts through free inquiry and the open exchange of ideas.when grinnell college framed its charter in the iowa territory of the united states in 1846, it set forth a mission to educate its students "for…

Education
8
Trustees of Boston College

Mission strengthened by more than a century and a half of dedication to academic excellence, boston college commits itself to the highest standards of teaching and research in undergraduate, graduate and professional programs and to the…

Education
9
Fairfield University

To establish, organize, maintain and conduct an institution for secondary, undergraduate and graduate education in the state of connecticut, and to perform such other works of education, charity and religion. see schedule o.

Education
10
The American Institute of Architects

Vision: drive positive change through the power of design and focused activism.mission: aia inspires and empowers architects to improve society and transform the world.

—
11
Dutchess County Association

The dutchess county association of realtors provides programs and services to support and enhance its members' ability to excel and to better serve the communities in which they work and live. the organization serves, supports, and…

Community Improvement
12
Rhode Island School of Design

The mission of rhode island school of design, through its college and museum,is to educate its students and the public in the creation and (see schedule o)appreciation of works of art and design, to discover and transmit knowledge and to…

Education
How this is measured
The grantee most central to the portfolio’s shape is Fairfield County's Community Foundation Inc; the most unlike its peers is University of Notre Dame du Lac. 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 22 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)
5
Early backer (in before they grew)
13/13
Grantees still filing
10/13
Grew since first funded

Where the money sits, by cause and then by grantee

THE INSTITUTE OF CLASSICAL ARCHITECTURE AND ART INC: $50,500 · EducationTHE INSTITUTE OF CLASSICAL ARCHITECTURE AND ART INCDANBURY GRASSROOTS ACADEMY INC: $5,573 · EducationDANBURY GRASSROOTS ACADEMY INCFOLDS OF HONOR FOUNDATION: $2,800 · EducationDE LA SALLE ACADEMY: $2,500 · Education+1 more: $100 · EducationGOODLING SCHOLARSHIP FUND: $12,500 · OtherGOODLING SCHOLARSHIP FUNDGRASSROOTS ACADEMY: $7,000 · OtherGRASSROOTS ACADEMYSUSAN M ROSS FUND: $5,000 · OtherSUSAN M ROSS FUNDRIDGEFIELD CHAMBER OF COMMERCE: $2,000 · OtherRIDGEFIELD CHAMBER OF COMMERCEIndividual grant recipient: $2,000 · OtherIndividual grant recipientNOTRE DAME CLUB OF FF SCHOLARSHIP FUND: $1,700 · Other+5 more: $3,666 · Other+5 moreTHE GARDEN CONSERVANCY INC: $10,350 · EnvironmentTHE GARDE…ABILITY BEYOND DISABILITY INC: $7,000 · Human ServicesFAIRFIELD COUNTY'S COMMUNITY FOUNDATION INC: $2,700 · PhilanthropyPINK AID INC: $500 · PhilanthropyAMERICAN CANCER SOCIETY INC: $1,500 · HealthRENEWAL HOUSE INC: $500 · Housing & Shelter
Education$61,473Other$33,866Environment$10,350Human Services$7,000Philanthropy$3,200Health$1,500Housing & Shelter$500

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 budgetTHE INSTITUTE OF CLASSICAL ARCHITECTURE AND ART INC: $50,500 over 4y, 0.7% of budgetTHE GARDEN CONSERVANCY INC: $10,350 over 4y, 0.1% of budgetABILITY BEYOND DISABILITY INC: $7,000 over 3y, 0.0% of budgetDANBURY GRASSROOTS ACADEMY INC: $5,573 over 2y, 0.7% of budgetFOLDS OF HONOR FOUNDATION: $2,800 over 2y, 0.0% of budgetFAIRFIELD COUNTY'S COMMUNITY FOUNDATION INC: $2,700 over 1y, 0.0% of budgetDE LA SALLE ACADEMY: $2,500 over 2y, 0.0% of budgetRIDGEFIELD CHAMBER OF COMMERCE: $2,000 over 2y, 0.9% of budgetAMERICAN CANCER SOCIETY INC: $1,500 over 3y, 0.0% of budgetRVNAHEALTH INC: $1,000 over 1y, 0.0% of budgetPINK AID INC: $500 over 1y, 0.0% of budgetRENEWAL HOUSE INC: $500 over 1y, 0.3% of budgetUniversity of Notre Dame du Lac: $100 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.

Fairfield County's Co…National Philanthropi…Vanguard Charitable E…Network for GoodAmerican Online Givin…Donor Advised Charita…Fidelity Investments …Amazonsmile Foundation
Fairfield County's Community Foundation IncCT13.4× affinity4 shared granteesties to 7 of 7Hover any node to trace its alignments.Compare side by side →

Open a dossier: Fairfield County's Community Foundation Inc · National Philanthropic Trust · Vanguard Charitable Endowment Program · Network for Good · American Online Giving Foundation Inc · Donor Advised Charitable Giving 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 Kathryn M and Ronald J Herman Jr Charitable Foundation funds: left to right is the share of its income from government, bottom to top the share from The Kathryn M and Ronald J Herman Jr Charitable Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 40%0%1%3%5%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →median 2%
  • Rvnahealth Inc: 2% of income from government
no gov moneyreceives it· size = income
4get 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 · 0–5%
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 22 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 2022, released 2022. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Possibly out of date. A more recent filing (FY2025) is on record and reports no grant expense, so the figures above are from FY2022, the most recent year this funder made grants.

Source object · view filing

Play a game based on Kathryn M and Ronald J Herman Jr’s filings →

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