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· Private foundation

The Margaret and Daniel Loeb 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.

$16M
Granted FY2024still arriving
146
Grants FY2024still arriving
18
States reached
$3.6M
Largest
01What it funds
0199% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Education$37MInternational$9.9MCrime & Legal$8.1MCivil Rights$7.3MHealth$6.8MArts & Culture$5.2MReligion$5.2MPhilanthropy$4.8MOther$0
02FY2024 · 146 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k19 grants · $83k
  • $10k–50k57 grants · $981k
  • $50k–250k55 grants · $4.4M
  • $250k+15 grants · $11M
$25,000
Median grant
18
States reached
$167M
Total assets
Largest grants
RecipientAmount
BROWN UNIVERSITY$3,650,000
Individual grant recipient$1,270,000
UJA FEDERATION OF NEW YORK$1,100,000
YESHIVA UNIVERSITY$650,000
CHABAD OF COLLEGE HILL$550,000
BROWN HILLEL FOUNDATION$550,000
AFSNC INC$515,000
ALEPH INSTITUTE$400,000
SIXPOINT$355,000
ENRICHMENT FWD$300,000
LISMORE ROAD INC$287,500
SUCCESS ACADEMY CHARTER SCHOOLS$275,000
PASSAGES AMERICA ISRAEL$250,000
TEACH FOR AMERICA - NEW YORK$250,000
PREP FOR PREP$250,000
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 (FY17–24, $2.2M) land where the poverty rate runs at 15%, against an area that typically sits at 10%. 97% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%CHALLENGED ATHLETES FOUNDATION: $50k → 11%DALMATIAN DREAMS DBA DREAM FOUNDATION: $5k → 14%KAVOD: $25k → 12%CHALLENGED ATHLETES FOUNDATION: $50k → 11%CHALLENGED ATHLETES FOUNDATION: $50k → 11%FAMILIES AGAINST MANDATORY MINIMUMS FOUNDATION: $300k → 14%BUILDING RELATIONSHIPS INC: $50k → 8%CHALLENGED ATHLETES FOUNDATION: $50k → 11%LUSTGARTEN FOUNDATION: $5k → 6%FAMILIES AGAINST MANDATORY MINIMUMS FOUNDATION: $200k → 14%CHALLENGED ATHLETES FOUNDATION: $25k → 11%AMERICAN FRIENDS OF UNIT 669: $25k → 16%FAMILIES AGAINST MANDATORY MINIMUMS FOUNDATION: $50k → 14%GRAHAM WINDHAM: $10k → 20%THORN: $50k → 14%BLUE CARD INC: $25k → 17%JEWISH COMMUNITY CENTERS ASSOCIATION OF NORTH AMERICA: $25k → 17%RED TENT FUND: $25k → 14%NATIONAL URBAN LEAGUE: $150k → 17%NATIONAL URBAN LEAGUE: $100k → 17%NATIONAL URBAN LEAGUE: $100k → 17%BELEV ECHAD: $10k → 17%NEW YORK WOMEN'S FOUNDATION: $15k → 17%ABORTION COALITION FOR TELEMEDICINE: $50k → 17%THORN: $50k → 17%THORN: $50k → 17%THORN: $50k → 17%LET GROW INC: $10k → 17%JEWISH COMMUNITY CENTER (JCC) IN MANHATTAN: $50k → 17%JCC IN MANHATTAN: $45k → 17%HARLEM CHILDREN'S ZONE: $25k → 17%HARLEM CHILDREN'S ZONE: $25k → 17%HARLEM CHILDREN'S ZONE: $25k → 17%HARLEM CHILDREN'S ZONE: $25k → 17%HARLEM CHILDREN'S ZONE: $25k → 17%HARLEM CHILDREN'S ZONE: $25k → 17%HARLEM CHILDREN'S ZONE: $25k → 17%NEW YORK WOMEN'S FOUNDATION: $15k → 17%DOROT INC: $10k → 17%DOROT: $10k → 17%INNOCENCE PROJECT: $50k → 17%INNOCENCE PROJECT: $50k → 17%INNOCENCE PROJECT: $50k → 17%DOROT: $10k → 17%INNOCENCE PROJECT: $25k → 17%DOROT: $10k → 17%DOROT: $10k → 17%DOROT: $10k → 17%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
MI
NY
MA
PA
NJ
CT
RI
CA
UT
CO
MO
VA
MD
DE
AZ
TN
NC
DC
LA
AL
GA
TX
FL
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.

94%of every dollar goes to organizations it has funded before.
$79M · 171 repeat orgs$5.0M to everyone else

Grantees it renews have grown median revenue +42% since the first grant, against +32% for those funded once.

171 repeat relationships: 100 still active in FY2024, 71 since wound down; 42 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

171
95

Total granted

$79M
$3.4M

Median revenue growth · since first grant

+42%
+32%

Still filing today

85%
69%

New vs renewed · share of each year

In FY2024, 87% of grant dollars renewed an existing relationship; $1.6M went to new ones.

50%100%’17’19’20’21’22’23’24
RenewedFirst-time

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

’17’19’20’21’22’23’24
EducationArts & CultureHuman ServicesInternationalHealthPhilanthropyOther
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

  • SA
    SUCCESS ACADEMY CHARTER SCHOOLS INC
    7× · 2017–2024 · $16M · revenue +184%
  • ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
    6× · 2017–2024 · $5.3M · revenue +58%
  • UJ
    UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC
    7× · 2017–2024 · $4.3M · revenue +39%

Funded once

  • PA
    PASSAGES AMERICA ISRAEL INC
    one grant, 2019 · $425k
  • FA
    FAMILIES AGAINST MANDATORY MINIMUMS
    one grant, 2019 · $400k · revenue -6% · 49% of their budget
  • KE
    KARTEMQUIN EDUCATIONAL FILMS
    one grant, 2020 · $250k · revenue -63%
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 Jewish Agency for Israel

The jewish agency binds jews across ideologies and civilizations together in a worldwide jewish family with israel at its center. it provides the global framework for aliyah, ensures global jewish safety, strengthens jewish identity and…

—
2
American Israel Public Affairs Committee

To strengthen and expand the u.s.-israel relationship in ways that enhance the security of the united states and israel.

International
3
The Israel Innovation Fund Inc

Our vision is to reignite the zionist spirit and meet the needs of jewish civilization in the twenty-first century by connecting people around the world through the vibrancy and creativity of contemporary israeli culture.

Arts & Culture
4
The Israel Institute Inc

The israel institute, inc. (the institute) enhances knowledge about modern israel by ensuring that more students have access to courses about israel during their time on campus.

International
5
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

—
6
Us Middle East Project Inc

The organization's mission is to engage in non partisan analysis of u.s. foreign policy in the middle east, with special emphasis on the middle east peace process, and to present policymakers in the united states, in the region and in the…

International
7
Foundation for Jewish Philanthropies Inc

See schedule othe organization is a not-for-profit, public charity established in 1911 to provide for the quality and continuity of jewish life in western new york and around the world through private philanthropy. the foundation seeks,…

Philanthropy
8
Peter G Peterson Institute for International Economics

The peterson institute for international economics (piie) is an independent nonprofit, nonpartisan research organization dedicated to strengthening prosperity and human welfare in the global economy through expert analysis and practical…

Social Science
9
Bar Ilan University in Israel Inc

Biu produces students who excel in the sciences, humanities, law, engineering, business & the arts.

—
10
Weizmann Institute of Science

The weizmann institute of science, located in rehovot, israel, is one of the worlds top-ranking, multidisciplinary research institutions. at any one time, several thousand scientists, staff and students are involved in hundreds of research…

Science & Tech
11
American Friends of Hebrew University Inc

Support the hebrew univ. of jerusalem, israel's foremost center of higher edu. & research.

International
12
The International Institute for Strategic Studies - Us

To provide accurate, objective information and analysis on international strategic issues for legislators, diplomats, foreign affairs analysts, international business leaders, economists, the military, defense commentators, journalists,…

International
How this is measured
The grantee most central to the portfolio’s shape is Jewish Council for Public Affairs Inc; the most unlike its peers is Chai 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

249 grantees tracked through their own filings, 2017–2026.

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 2026, not grant rows in a single year, so this will not match the grant count on the cover. 249 of the 316 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.

5
Load-bearing (≥25% of a budget)
47
Early backer (in before they grew)
248/249
Grantees still filing
166/249
Grew since first funded

Where the money sits, by cause and then by grantee

SUCCESS ACADEMY CHARTER SCHOOLS INC: $15,755,000 · EducationSUCCESS ACADEMY CHARTER SCHOOLS INCICAHN SCHOOL OF MEDICINE AT MOUNT SINAI: $5,345,000 · EducationICAHN SCHOOL OF MEDICINE AT MOUNT SINAIPREP FOR PREP: $3,350,000 · EducationPREP FOR PREPPASSAGES AMERICA ISRAEL INC: $1,714,000 · Education+24 more: $6,301,000 · Education+24 moreCRIMINAL JUSTICE REFORM FOUNDATION: $2,000,000 · OtherCRIMINAL JUSTICE REFORM FOUNDAT…Coalition for Public Safety: $1,650,000 · OtherCoalition for Public SafetyIndividual grant recipient: $1,370,000 · OtherNAACP: $950,000 · OtherANTI-DEFAMATION LEAGUE: $1,602,500 · OtherANTI-DEFAMATION LEAGUEENRICHMENTFWD DBA IJC: $1,500,000 · OtherENRICHMENTFWD DBA IJCDREAMORG: $2,250,000 · OtherDREAMORGMANHATTAN INSTITUTE FOR POLICY RESEARCH INC: $975,000 · Other+97 more: $13,877,619 · Other+97 moreBROWN UNIVERSITY: $8,750,000 · Community ImprovementBROWN UNIVER…THE LADIES OF HOPE MINISTRIES INC: $875,911 · Community ImprovementTHE LADIES O…HISPANIC FEDERATION INC: $450,000 · Community Improvement+4 more: $495,000 · Community ImprovementAFSNC INC: $5,622,000 · InternationalAFSNC INCFRIENDS OF IR DAVID INC: $1,100,000 · InternationalFRIENDS OF …AHA FOUNDATION INC: $350,000 · InternationalBIRTHRIGHT ISRAEL FOUNDATION: $330,000 · InternationalTHE ALEXANDER HAMILTON SOCIETY: $325,000 · International+15 more: $1,925,000 · International+15 moreUNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC: $4,280,000 · PhilanthropyPEF ISRAEL ENDOWMENT FUNDS INC: $225,000 · PhilanthropyTHE TRAVELING PRESS FUND INC: $200,000 · Philanthropy+10 more: $787,000 · PhilanthropyWNET: $1,375,000 · Arts & CultureLISMORE ROAD INC: $829,500 · Arts & CultureNew Museum of Contemporary Art: $345,000 · Arts & CultureFRIENDS OF UNITED HATZALAH INC: $321,000 · Arts & CulturePEN AMERICAN CENTER INC: $300,000 · Arts & CultureFACING HISTORY & OURSELVES INC: $265,000 · Arts & CultureCITY LORE INC: $200,000 · Arts & Culture+12 more: $697,500 · Arts & CultureTHE ALEPH INSTITUTE INC: $1,637,300 · Crime & LegalNACDL FOUNDATION FOR CRIMINAL JUSTICE: $1,536,500 · Crime & LegalThe Shalem Foundation: $350,000 · Crime & LegalTHE ANTI-RECIDIVISM COALITION: $224,773 · Crime & LegalVERA INSTITUTE OF JUSTICE INC: $200,000 · Crime & Legal+3 more: $200,000 · Crime & Legal
Education$32,465,000Other$26,175,119Community Improvement$10,570,911International$9,652,000Philanthropy$5,492,000Arts & Culture$4,333,000Crime & Legal$4,148,573

Showing the 200 largest grantees by grant value.

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 budgetSUCCESS ACADEMY CHARTER SCHOOLS INC: $15,755,000 over 7y, 5.4% of budgetBROWN UNIVERSITY: $8,750,000 over 7y, 0.2% of budgetAFSNC INC: $5,622,000 over 6y, 18% of budgetICAHN SCHOOL OF MEDICINE AT MOUNT SINAI: $5,345,000 over 6y, 0.1% of budgetUNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC: $4,280,000 over 7y, 0.4% of budgetPREP FOR PREP: $3,350,000 over 7y, 6.6% of budgetDREAMORG: $2,250,000 over 4y, 14% of budgetPASSAGES AMERICA ISRAEL INC: $1,714,000 over 5y, 5.2% of budgetCoalition for Public Safety: $1,650,000 over 4y, 17% of budgetTHE ALEPH INSTITUTE INC: $1,637,300 over 7y, 5.1% of budgetANTI-DEFAMATION LEAGUE: $1,602,500 over 5y, 1.1% of budgetNACDL FOUNDATION FOR CRIMINAL JUSTICE: $1,536,500 over 4y, 46% of budgetENRICHMENTFWD DBA IJC: $1,500,000 over 6y, 48% of budgetWNET: $1,375,000 over 4y, 0.4% of budgetFRIENDS OF IR DAVID INC: $1,100,000 over 3y, 3.5% of budgetMANHATTAN INSTITUTE FOR POLICY RESEARCH INC: $975,000 over 6y, 1.8% of budgetTHE LADIES OF HOPE MINISTRIES INC: $875,911 over 3y, 6.6% of budgetLISMORE ROAD INC: $829,500 over 3y, 50% of budgetWILLIAM J BRENNAN CENTER FOR JUSTICE INC: $800,000 over 4y, 1.5% of budgetYESHIVA UNIVERSITY: $686,000 over 2y, 0.2% of budgetSIXPOINT INC: $655,000 over 2y, 17% of budgetTeach for America Inc: $625,000 over 6y, 0.1% of budgetBROWN HILLEL FOUNDATION: $610,000 over 5y, 7.4% of budgetNational Black Empowerment Council Inc: $600,619 over 4y, 21% of budgetRIVERDALE COUNTRY SCHOOL INC: $580,000 over 4y, 0.2% of budgetFAMILIES AGAINST MANDATORY MINIMUMS FOUNDATION: $550,000 over 3y, 6.6% of budgetHILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE: $525,000 over 5y, 0.2% of budgetAMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH: $500,000 over 6y, 0.2% of budgetISRAEL ON CAMPUS COALITION INC: $500,000 over 5y, 1.4% of budgetTONY BLAIR AFRICA GOVERNANCE INITIATIVE -US D/B/A TONY BLAIR FOUNDATION: $500,000 over 7y, 2.6% of budgetHETERODOX ACADEMY: $500,000 over 6y, 5.1% of budgetHISPANIC FEDERATION INC: $450,000 over 3y, 1.1% of budgetTHE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK: $400,000 over 2y, 0.0% of budgetTHE CENTER FOR REPRODUCTIVE RIGHTS INC: $400,000 over 4y, 0.5% of budgetFAMILIES AGAINST MANDATORY MINIMUMS: $400,000 over 1y, 49% of budgetAHA FOUNDATION INC: $350,000 over 7y, 4.8% of budgetThe Shalem Foundation: $350,000 over 6y, 0.8% of budgetNATIONAL URBAN LEAGUE INC: $350,000 over 3y, 0.2% of budgetNew Museum of Contemporary Art: $345,000 over 4y, 1.3% of budgetBIRTHRIGHT ISRAEL FOUNDATION: $330,000 over 5y, 0.1% of budgetTHE ALEXANDER HAMILTON SOCIETY: $325,000 over 7y, 5.7% of budgetGUITARS OVER GUNS ORGANIZATION INC: $325,000 over 3y, 4.0% of budgetFRIENDS OF UNITED HATZALAH INC: $321,000 over 3y, 0.3% of budgetPEN AMERICAN CENTER INC: $300,000 over 4y, 0.7% of budgetAMERICAN ISRAEL EDUCATION FOUNDATION INC: $300,000 over 3y, 0.2% of budgetFREEDOMWORKS FOUNDATION INC: $300,000 over 2y, 2.4% of budgetCOLUMBIABARNARD HILLEL INC: $290,000 over 7y, 1.7% of budgetASPEN VALLEY SKISNOWBOARD CLUB INC: $274,000 over 6y, 0.9% 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 SUCCESS ACADEMY CHARTER SCHOOLS INC ↗
  • Who funds BROWN UNIVERSITY ↗
  • Who funds AFSNC INC ↗
  • Who funds ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI ↗
  • Who funds UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC ↗
  • Who funds PREP FOR PREP ↗
  • Who funds DREAMORG ↗
  • Who funds PASSAGES AMERICA ISRAEL INC ↗
  • Who funds Coalition for Public Safety ↗
  • Who funds THE ALEPH INSTITUTE INC ↗
  • Who funds ANTI-DEFAMATION LEAGUE ↗
  • Who funds NACDL FOUNDATION FOR CRIMINAL JUSTICE ↗
  • Who funds ENRICHMENTFWD DBA IJC ↗
  • Who funds WNET ↗
  • Who funds FRIENDS OF IR DAVID INC ↗
  • Who funds MANHATTAN INSTITUTE FOR POLICY RESEARCH INC ↗
  • Who funds THE LADIES OF HOPE MINISTRIES INC ↗
  • Who funds LISMORE ROAD INC ↗
  • Who funds WILLIAM J BRENNAN CENTER FOR JUSTICE INC ↗
  • Who funds YESHIVA UNIVERSITY ↗
  • Who funds SIXPOINT INC ↗
  • Who funds Teach for America Inc ↗
  • Who funds BROWN HILLEL FOUNDATION ↗
  • Who funds National Black Empowerment Council Inc ↗
  • Who funds RIVERDALE COUNTRY SCHOOL INC ↗
  • Who funds FAMILIES AGAINST MANDATORY MINIMUMS FOUNDATION ↗
  • Who funds HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE ↗
  • Who funds AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH ↗
  • Who funds ISRAEL ON CAMPUS COALITION INC ↗
  • Who funds TONY BLAIR AFRICA GOVERNANCE INITIATIVE -US D/B/A TONY BLAIR FOUNDATION ↗
  • Who funds HETERODOX ACADEMY ↗
  • Who funds HISPANIC FEDERATION INC ↗
  • Who funds THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK ↗
  • Who funds THE CENTER FOR REPRODUCTIVE RIGHTS INC ↗
  • Who funds FAMILIES AGAINST MANDATORY MINIMUMS ↗

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.

Jewish Communal FundNY54.2× affinity72 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Jewish Communal Fund · Combined Jewish Philanthropies of Greater Boston Inc · Jewish Community Federation of San Francisco the Peninsula Marin & Sonoma · United Jewish Appeal-Federation of Jewish Philanthropies of New York Inc · Lisa & Michael Leffell Foundation · Jewish Community Foundation of Los Angeles · Donors Trust Inc · The Goldman Sachs Charitable Gift Fund · Fjc · The Shimon Ben Joseph Foundation Dba Jim Joseph Foundation · The Diane and Guilford Glazer Foundation · The Koum Family 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 Margaret and Daniel Loeb Foundation funds: left to right is the share of its income from government, bottom to top the share from The Margaret and Daniel Loeb Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 160%4%15%34%60%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 4%
  • Aha Foundation Inc: 42% of income from government
  • Upstream Usa Inc: 4% of income from government
  • Guitars Over Guns Organization Inc: 1% of income from government
  • The Aleph Institute Inc: 0% of income from government
no gov moneyreceives it· size = income
16get no government money at all
27report 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 Margaret and Daniel Loeb Foundation?

Find your warmest path to The Margaret and Daniel Loeb 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 316 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

Play a game based on Margaret and Daniel Loeb’s filings →

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