Skip to content

· Private foundation

The Stefany and Simon Bergson 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.

$881k
Granted FY2025still arriving
51
Grants FY2025still arriving
9
States reached
$253k
Largest
01What it funds
0197% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2025.

Arts & Culture$1.4MInternational$411kEducation$406kReligion$236kPhilanthropy$207kRecreation & Sports$186kHuman Services$107kHealth$52kOther$0
02FY2025 · 51 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k35 grants · $89k
  • $10k–50k11 grants · $267k
  • $50k–250k4 grants · $272k
  • $250k+1 grant · $253k
$5,000
Median grant
9
States reached
$2.7M
Total assets
Largest grants
RecipientAmount
MUSEUM OF JEWISH HERITAGE$253,000
AUSCHWITZ JEWISH CENTER FOUNDATION$105,660
HOLOCAUST MUSEUM CENTER FOR TOLERAN$63,000
JEWISH FEDERATION OF ROCKLAND$51,800
AUSCHWITZ JEWISH CENTER FOUNDATION$51,100
UNITED STATES HOLOCAUST MEMORIAL MU$45,700
REFORM TEMPLE OF ROCKLAND$32,547
NORTHWESTERN UNIVERSITY$30,720
JCC ROCKLAND$30,200
CENTER FOR JEWISH HISTROY$26,000
WASHINGTON UNIVERSITY IN ST LOUIS$25,000
FRIENDS OF THE IDF$23,000
IGNITE WORLDWIDE$18,000
HORACE MANN SCHOOL$16,000
HARLEM STAGE$10,000
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 (FY20–25, $174k) land where the poverty rate runs at 15%, against an area that typically sits at 11%. 94% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%KEN'S KREW INC: $1k → 6%THE JACOB S ZWEIG FOUNDATION: $2k → 13%THE SEEING EYE: $180 → 4%JEWISH HOME FOUNDATION OF NORTH JER: $5k → 7%KEN'S KREW INC: $1k → 6%THE JACOB S ZWEIG FOUNDATION: $1k → 13%JEWISH HOME FOUNDATION OF NORTH JER: $2k → 7%THE JACOB S ZWEIG FOUNDATION: $1k → 13%JEWISH HOME FOUNDATION OF NORTH JE: $1k → 7%JCC ROCKLAND: $30k → 14%THE JACOB S ZWEIG FOUNDATION: $1k → 13%JEWISH HOME FOUNDATION OF NORTH JE: $1k → 7%THE JACOB S ZWEIG FOUNDATION: $1k → 13%NEW YORK FOUNDLING: $15k → 17%THE JACOB S ZWEIG FOUNDATION: $841 → 13%JCC ROCKLAND: $22k → 14%JCC ROCKLAND: $20k → 14%JCC ROCKLAND: $19k → 14%JCC ROCKLAND: $9k → 14%NEW YORK FOUNDLING: $8k → 17%JCC ROCKLAND: $5k → 14%THE NEW YORK FOUNDLING: $5k → 17%NEW YORK FOUNDLING: $5k → 17%THE NEW YORK FOUNDLING: $5k → 17%HOT BREAD KITCHEN: $614 → 17%SELFHELP COMMUNITY SERVICE: $10k → 17%CENTER FOR SAFETY & CHANGE INC: $1k → 14%DOROT: $1k → 17%DOROT: $1k → 17%DOROT: $630 → 17%DOROT: $540 → 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

WA
IL
NY
MA
OH
PA
NJ
CT
CA
MO
MD
DC
AL
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.

92%of every dollar goes to organizations it has funded before.
$2.7M · 58 repeat orgs$249k to everyone else

Grantees it renews have grown median revenue +28% since the first grant, against +2% for those funded once.

58 repeat relationships: 37 still active in FY2025, 21 since wound down; 12 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

58
52

Total granted

$2.7M
$208k

Median revenue growth · since first grant

+28%
+2%

Still filing today

64%
52%

New vs renewed · share of each year

In FY2025, 95% of grant dollars renewed an existing relationship; $41k went to new ones.

50%100%’20’21’22’23’24’25
RenewedFirst-time

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

’20’21’22’23’24’25
Arts & CultureHuman ServicesHealthEducationInternationalYouth DevelopmentOther
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

  • MO
    MUSEUM OF JEWISH HERITAGE A LIVING MEMORIAL TO THE HOLOCAUST
    6× · 2020–2025 · $724k · revenue +34%
  • WASHINGTON UNIVERSITY
    6× · 2020–2025 · $330k · revenue +16%
  • TA
    THE AUSCHWITZ JEWISH CENTER FOUNDATION
    5× · 2020–2025 · $309k · revenue +774% · 29% of their budget

Funded once

  • J
    JMUSE
    one grant, 2023 · $54k
  • DT
    DOOR TO DOOR GENERATIONS INC
    one grant, 2023 · $25k
  • TN
    THE NETHERLAND-AMERICA FOUNDATION INC
    one grant, 2024 · $25k · 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 Jewish Museum

The mission of the jewish museum is to collect, preserve, exhibit and interpret art and jewish culture. see schedule o for more information.

Arts & Culture
2
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
3
Metropolitan Jewish Health System Inc

Mjhs health system is a charitable not-for-profit established to support the activities of affiliated organizations. mjhs is built on the core values of compassion, dignity and respect, first established by the four brooklyn ladies in…

Health
4
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…

—
5
New York Genome Center Inc

Operate a state-of-the-art, world-class genomic research center that creates and uses advanced genomics to understand the genetic basis of disease. for more information, see schedule o.

Health
6
New York City Center Inc

The mission of new york city center is to be new york city's leading center for dance and musical theater. dedicated to making the arts accessible to the broadest possible audience, city center seeks to create a welcoming environment and…

Arts & Culture
7
The United States Holocaust Memorial Museum

Chartered by a unanimous act of congress, the museum is america's national institution for the documentation, study, interpretation, and education of holocaust history and serves as our country's memorial to the victims of the holocaust.…

Arts & Culture
8
New York Foundation for the Arts Inc

Established in 1971, the mission of the new york foundation for the arts (nyfa) is to empower artists in all disciplines, as well as cultural workers, to achieve success on their own terms by providing critical support, resources, and…

Arts & Culture
9
Bar Ilan University in Israel Inc

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

—
10
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
11
Albert Einstein College of Medicine

Committed to exceptional healthcare quality for all and actively engaged with our community, einstein drives scientific discovery and educates compassionate leaders in health and science.

Education
12
National Council of Jewish Women Incorporated

The national council of jewish women is a grassroots nonpartisan organization of volunteers and advocates who strive for social justice by improving the quality of life for women, children and families.

Community Improvement
How this is measured
The grantee most central to the portfolio’s shape is Harlem Stage Inc; the most unlike its peers is Friends of Jewish Heritage in Poland. 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

72 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. 72 of the 123 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.

2
Load-bearing (≥25% of a budget)
11
Early backer (in before they grew)
72/72
Grantees still filing
47/72
Grew since first funded

Where the money sits, by cause and then by grantee

MUSEUM OF JEWISH HERITAGE A LIVING MEMORIAL TO THE HOLOCAUST: $723,755 · Arts & CultureMUSEUM OF JEWISH HERITAGE A LIV…THE CENTER FOR JEWISH HISTORY INC: $41,000 · Arts & CulturePrimary Stages Company Inc: $31,425 · Arts & Culture+11 more: $86,526 · Arts & Culture+11 moreUNITED STATES HOLOCAUST MEMORIAL MU: $222,950 · OtherUNITED STATES HOLOCAUST MEMORIAL…REFORM TEMPLE OF ROCKLAND: $97,581 · OtherREFORM TEMPLE OF ROCKLANDHOLOCAUST MUSEUM CENTER FOR TOLERAN: $92,000 · OtherHOLOCAUST MUSEUM CENTER FOR TOLE…JMUSE: $54,000 · OtherJMUSEHARLEM STAGE INC: $50,000 · OtherHARLEM STAGE INCPUBLIC THEATRE: $32,275 · Other+77 more: $371,072 · Other+77 moreTHE AUSCHWITZ JEWISH CENTER FOUNDATION: $308,632 · InternationalTHE AUSCHWITZ …BIRTHRIGHT ISRAEL FOUNDATION: $43,800 · InternationalBIRTHRIGHT ISR…FRIENDS OF THE ISRAEL DEFENSE FORCES: $32,865 · InternationalFRIENDS OF THE…THE NETHERLAND-AMERICA FOUNDATION INC: $25,000 · InternationalTHE NETHERLAND…+2 more: $280 · InternationalWASHINGTON UNIVERSITY: $330,000 · EducationWASHINGTON UN…Horace Mann School: $43,000 · EducationHorace Mann S…+6 more: $15,135 · EducationJEWISH FEDERATION OF ROCKLAND COUNTY: $201,800 · Community ImprovementNorthwestern University: $183,420 · Recreation & SportsJCC ROCKLAND INC: $104,150 · Human ServicesNEW YORK FOUNDLING: $37,500 · Human ServicesSELFHELP COMMUNITY SERVICES INC: $9,750 · Human ServicesJEWISH HOME FOUNDATION OF NORTH JERSEY: $9,000 · Human ServicesTHE JACOB S ZWEIG FOUNDATION INC: $6,541 · Human Services+5 more: $7,269 · Human Services
Arts & Culture$882,706Other$919,878International$410,577Education$388,135Community Improvement$201,800Recreation & Sports$183,420Human Services$174,210

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

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetMUSEUM OF JEWISH HERITAGE A LIVING MEMORIAL TO THE HOLOCAUST: $723,755 over 6y, 3.1% of budgetWASHINGTON UNIVERSITY: $330,000 over 6y, 0.0% of budgetTHE AUSCHWITZ JEWISH CENTER FOUNDATION: $308,632 over 5y, 29% of budgetJEWISH FEDERATION OF ROCKLAND COUNTY: $201,800 over 5y, 4.9% of budgetNorthwestern University: $183,420 over 6y, 0.0% of budgetJCC ROCKLAND INC: $104,150 over 6y, 0.4% of budgetHARLEM STAGE INC: $50,000 over 5y, 0.4% of budgetBIRTHRIGHT ISRAEL FOUNDATION: $43,800 over 5y, 0.0% of budgetHorace Mann School: $43,000 over 6y, 0.0% of budgetTHE CENTER FOR JEWISH HISTORY INC: $41,000 over 4y, 0.1% of budgetNEW YORK FOUNDLING: $37,500 over 5y, 0.0% of budgetFRIENDS OF THE ISRAEL DEFENSE FORCES: $32,865 over 2y, 0.0% of budgetPrimary Stages Company Inc: $31,425 over 6y, 0.4% of budgetAMERICAN SOCIETY FOR YAD VASHEM INC: $28,600 over 3y, 0.1% of budgetTHE NETHERLAND-AMERICA FOUNDATION INC: $25,000 over 1y, 0.4% of budgetHOLISTIC LIFE FOUNDATION INC: $19,990 over 2y, 0.6% of budgetUS FRIENDS OF HOEDSPRUIT ENDANGERED SPECIES CENTRE INC: $18,100 over 5y, 3.5% of budgetIGNITE WORLDWIDE: $18,000 over 1y, 3.9% of budgetTHE SECOND STAGE THEATRE INC: $16,550 over 6y, 0.1% of budgetMANHATTAN THEATRE CLUB INC: $16,051 over 4y, 0.0% of budgetGIFT OF LIFE MARROW REGISTRY INC: $16,000 over 4y, 0.0% of budgetHILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE: $10,631 over 4y, 0.0% of budgetAMERICAN JEWISH COMMITTEE: $10,000 over 2y, 0.0% of budgetSELFHELP COMMUNITY SERVICES INC: $9,750 over 1y, 0.0% of budgetJEWISH HOME FOUNDATION OF NORTH JERSEY: $9,000 over 4y, 0.3% of budgetWNET: $8,600 over 2y, 0.0% of budgetFRIENDS OF JEWISH HERITAGE IN POLAND: $6,800 over 2y, 4.0% of budgetTHE JACOB S ZWEIG FOUNDATION INC: $6,541 over 6y, 0.4% of budgetEB RESEARCH PARTNERSHIP INC: $6,000 over 2y, 0.1% of budgetAGAHOZO-SHALOM YOUTH VILLAGE INC: $5,535 over 1y, 0.1% of budgetROCKLAND COMMUNITY COLLEGE FOUNDATION: $5,000 over 1y, 54% of budgetDOROT INC: $3,475 over 4y, 0.0% of budgetTHE ACTORS' FUND OF AMERICA: $3,400 over 6y, 0.0% of budgetSIMON WIESENTHAL CENTER INC: $3,000 over 3y, 0.0% of budgetAMYOTROPHIC LATERAL SCLEROSIS ASSN: $3,000 over 4y, 0.0% of budgetFRACTURED ATLAS INC: $2,500 over 1y, 0.0% of budgetPALISADES FREE LIBRARY: $2,350 over 5y, 0.1% of budgetLYMPHOMA RESEARCH FOUNDATION: $2,120 over 4y, 0.0% of budgetKEN'S KREW: $2,000 over 2y, 0.1% of budgetTHE MIRYAM INSTITUTE INC: $1,800 over 1y, 0.1% of budgetYork Theatre Company Inc: $1,600 over 1y, 0.1% of budgetHEARTS OF GOLD INC: $1,500 over 1y, 0.1% of budgetTHE BROADWAY LEAGUE FOUNDATION INC: $1,250 over 3y, 0.0% of budgetPalisades Community Center: $1,090 over 3y, 1.5% of budgetPENGUIN PLAYERS LTD: $1,000 over 1y, 0.1% of budgetCENTER FOR SAFETY & CHANGE INC: $1,000 over 1y, 0.0% of budgetFOUNDATION TO COMBAT ANTI-SEMITISM INC: $1,000 over 1y, 0.0% of budgetKESHER LD INC KESHER: $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 MUSEUM OF JEWISH HERITAGE A LIVING MEMORIAL TO THE HOLOCAUST ↗
  • Who funds WASHINGTON UNIVERSITY ↗
  • Who funds THE AUSCHWITZ JEWISH CENTER FOUNDATION ↗
  • Who funds JEWISH FEDERATION OF ROCKLAND COUNTY ↗
  • Who funds Northwestern University ↗
  • Who funds JCC ROCKLAND INC ↗
  • Who funds HARLEM STAGE INC ↗
  • Who funds BIRTHRIGHT ISRAEL FOUNDATION ↗
  • Who funds Horace Mann School ↗
  • Who funds THE CENTER FOR JEWISH HISTORY INC ↗
  • Who funds NEW YORK FOUNDLING ↗
  • Who funds FRIENDS OF THE ISRAEL DEFENSE FORCES ↗
  • Who funds Primary Stages Company Inc ↗
  • Who funds AMERICAN SOCIETY FOR YAD VASHEM INC ↗
  • Who funds THE NETHERLAND-AMERICA FOUNDATION INC ↗
  • Who funds HOLISTIC LIFE FOUNDATION INC ↗
  • Who funds US FRIENDS OF HOEDSPRUIT ENDANGERED SPECIES CENTRE INC ↗
  • Who funds IGNITE WORLDWIDE ↗
  • Who funds THE SECOND STAGE THEATRE INC ↗
  • Who funds MANHATTAN THEATRE CLUB INC ↗
  • Who funds GIFT OF LIFE MARROW REGISTRY INC ↗
  • Who funds HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE ↗
  • Who funds AMERICAN JEWISH COMMITTEE ↗
  • Who funds SELFHELP COMMUNITY SERVICES INC ↗

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 FundNY22× affinity14 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Jewish Communal Fund · The Goldman Sachs Charitable Gift Fund · The Chazen Foundation · Combined Jewish Philanthropies of Greater Boston Inc · Josephs Family Foundation Inc · Harry Donenfeld Foundation Inc · The Trustees of Columbia University in the City of New York · The Shubert Foundation Inc · The New York Community Trust · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · National Philanthropic Trust · Vanguard Charitable Endowment Program

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

2024
’20’21’22’23’24’25
no gov · 90%4%15%34%60%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 0%
  • Holistic Life Foundation Inc: 0% of income from government
no gov moneyreceives it· size = income
9get no government money at all
18report 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 Stefany and Simon Bergson Foundation?

Find your warmest path to The Stefany and Simon Bergson 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 123 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 Stefany and Simon Bergson’s filings →

More from the funding graph