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Massachusetts · Private foundation

The Sumner & Lois Herman Charitable Foundation

Its FY2023 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$71k
Granted FY2023
36
Grants FY2023
33
Organizations funded FY2023
39%
First-time grantees FY2023
Read the full brief
Median grant, FY2023
$1,040
Largest grant, FY2023
$10,000
Organizations funded a year
22 to 42
FY2017 to FY2023
States reached, FY2023
6
Total assets, FY2023
$816k
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 39% of the organizations The Sumner & Lois Herman Charitable Foundation funded were first-time grantees, receiving 13% of its grant dollars.

New vs renewed · share of each year

In FY2023, 87% of grant dollars renewed an existing relationship; $8k went to new ones.

50%100%’18’19’20’21’22’23
RenewedFirst-time

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

’18’19’20’21’22’23
HealthArts & CultureEducationPhilanthropyHuman ServicesFood & NutritionOther
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.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY202333$61k39%
FY202234$59k47%
FY202122$58k36%
FY202040$56k45%
FY201935$53k40%
FY201842$66k79%
FY201737$91kn/a
87% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2023.

Health$158kPhilanthropy$132kArts & Culture$32kHousing & Shelter$29kReligion$26kEducation$26kYouth Development$15kHuman Services$9kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

MN
IL
NY
MA
NV
NJ
CA
CO
MO
VA
MD
DE
AZ
AR
TN
NC
DC
GA
TX
FL

Top grantees

Largest recipients by total granted, FY2017 to FY2023, and the share of each one’s budget the grants supplied at peak.

Show all 60 grantees
All grantees of The Sumner & Lois Herman Charitable Foundation by total granted
GranteeTotal grantedYearsShare of their budget
Jewish Healthcare Center Inc$77,04670%
Brain Injury Association of Massachusetts Inc$45,58971%
Rosie's Place Inc$28,87570%
Temple Beth Am$16,3086n/a
White Snake Projects Inc$14,39845%
Dana-Farber Inc$9,72550%
Pan-Massachusetts Challenge Inc$5,76340%
Live Life by Music Initiative$5,00033%
Cambridge College Inc$5,00010%
Eagle Hill Foundation of Massachusettsinc$3,85040%
Hoops and Homework Inc$3,7501n/a
Wells for Kenya Project Inc$2,5001n/a
Provision Ministry Inc$2,50010%
Boston Ballet Inc$2,20520%
The Gerrish Family Foundation$2,000120%
Straight Ahead Ministries INC$1,50020%
Becker College$1,30010%
World Central Kitchen Inc$1,12820%
Worcester County Food Bank Inc$1,08140%
All Hands and Hearts Smart Response Inc$1,0001n/a
American Heart Association Inc$79810%
Springfield Partners for Community Action Inc$5001n/a
Donorschooseorg$50010%
The Vanessa T Marcotte Foundation - Nonprofit Corporation$50010%
Jeff's Place Children's Bereavement Center Inc$50010%
Greg Hill Foundation Inc$50010%
St Johns High School$5001n/a
Gay Lesbian Bisexual & Transgend Community Center of Colorado$50010%
The Art Institute of Chicago$40020%
Project Bread-The Walk for Hunger Inc$40040%
Fc Stars Inc$40020%
Tenacity Inc$36320%
Alzheimer's Foundation of America Inc$33020%
Greater Boston Food Bank Inc$30330%
Massachusetts Society for the Prevention of Cruelty to Animals$30320%
Sudbury Valley Trustees Inc$30330%
Dana-Farber Cancer Institute Inc$30010%
Feeding America$25210%
Millbury Federated Church$2501n/a
The Institute of Contemporary Art Inc$25010%
Parkinson's Foundation Inc$25010%
The Michael J Fox Foundation for Parkinson's Research$25010%
American National Red Cross & Its Constituent Chapters and Branches$25010%
Veterans Inc$20010%
Fresh Air Fund$20020%
Women's American Ort Foundation$18010%
American Diabetes Association$15010%
Osteogenesis Imperfecta Foundation$1031n/a
Temple Shalom Inc$1021n/a
CaringBridge$10010%
Glioblastoma Foundation Inc$10010%
Autism Speaks Inc$1001n/a
Worcester Animal Rescue League Inc$10010%
Trustees of Boston University$10010%
The Home for Little Wanderers Inc$10010%
Boca Raton Historical Society Inc$10010%
Old Sturbridge Inc$10010%
Why Me Inc$10010%
St Baldrick's Foundation Inc$10010%
Plus Foundation$5010%

What it could do for these grantees

Plus 79 recipients with no EIN on record ($203k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget The Sumner & Lois Herman Charitable Foundation supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetJewish Healthcare Center Inc: $77,046 over 7y, 0.1% of budgetBrain Injury Association of Massachusetts Inc: $45,589 over 7y, 0.5% of budgetRosie's Place Inc: $28,875 over 7y, 0.0% of budgetWhite Snake Projects Inc: $14,398 over 4y, 4.5% of budgetDana-Farber Inc: $9,725 over 5y, 0.0% of budgetPan-Massachusetts Challenge Inc: $5,763 over 4y, 0.0% of budgetLive Life by Music Initiative: $5,000 over 3y, 2.9% of budgetCambridge College Inc: $5,000 over 1y, 0.0% of budgetEagle Hill Foundation of Massachusettsinc: $3,850 over 4y, 0.0% of budgetProvision Ministry Inc: $2,500 over 1y, 0.3% of budgetBoston Ballet Inc: $2,205 over 2y, 0.0% of budgetThe Gerrish Family Foundation: $2,000 over 1y, 20% of budgetStraight Ahead Ministries INC: $1,500 over 2y, 0.1% of budgetBecker College: $1,300 over 1y, 0.0% of budgetWorld Central Kitchen Inc: $1,128 over 2y, 0.0% of budgetWorcester County Food Bank Inc: $1,081 over 4y, 0.0% of budgetAmerican Heart Association Inc: $798 over 1y, 0.0% of budgetDonorschooseorg: $500 over 1y, 0.0% of budgetThe Vanessa T Marcotte Foundation - Nonprofit Corporation: $500 over 1y, 0.3% of budgetJeff's Place Children's Bereavement Center Inc: $500 over 1y, 0.1% of budgetGreg Hill Foundation Inc: $500 over 1y, 0.0% of budgetGay Lesbian Bisexual & Transgend Community Center of Colorado: $500 over 1y, 0.0% of budgetThe Art Institute of Chicago: $400 over 2y, 0.0% of budgetProject Bread-The Walk for Hunger Inc: $400 over 4y, 0.0% of budgetFc Stars Inc: $400 over 2y, 0.0% of budgetTenacity Inc: $363 over 2y, 0.0% of budgetAlzheimer's Foundation of America Inc: $330 over 2y, 0.0% of budgetGreater Boston Food Bank Inc: $303 over 3y, 0.0% of budgetMassachusetts Society for the Prevention of Cruelty to Animals: $303 over 2y, 0.0% of budgetSudbury Valley Trustees Inc: $303 over 3y, 0.0% of budgetDana-Farber Cancer Institute Inc: $300 over 1y, 0.0% of budgetFeeding America: $252 over 1y, 0.0% of budgetThe Institute of Contemporary Art Inc: $250 over 1y, 0.0% of budgetParkinson's Foundation Inc: $250 over 1y, 0.0% of budgetThe Michael J Fox Foundation for Parkinson's Research: $250 over 1y, 0.0% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches: $250 over 1y, 0.0% of budgetVeterans Inc: $200 over 1y, 0.0% of budgetFresh Air Fund: $200 over 2y, 0.0% of budgetWomen's American Ort Foundation: $180 over 1y, 0.0% of budgetAmerican Diabetes Association: $150 over 1y, 0.0% of budgetCaringBridge: $100 over 1y, 0.0% of budgetGlioblastoma Foundation Inc: $100 over 1y, 0.0% of budgetWorcester Animal Rescue League Inc: $100 over 1y, 0.0% of budgetTrustees of Boston University: $100 over 1y, 0.0% of budgetThe Home for Little Wanderers Inc: $100 over 1y, 0.0% of budgetBoca Raton Historical Society Inc: $100 over 1y, 0.0% of budgetOld Sturbridge Inc: $100 over 1y, 0.0% of budgetWhy Me Inc: $100 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 50.

Nonprofits that may fit its grantmaking

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.

Greater Worcester Community Foundation IncMA21.6× affinity8 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Greater Worcester Community Foundation Inc · AbbVie Foundation · Coghlin Family Foundation · The Fred Harris Daniels Foundation · The Fletcher Foundation · Combined Jewish Philanthropies of Greater Boston Inc · Boston Foundation Inc · Melvin S Cutler Charitable Foundation · The White Companies Charitable Trust · Stoddard Charitable Trust · United Way of Central Massachusetts Inc · DCU for Kids

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.

Compare The Sumner & Lois Herman Charitable Foundation with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to The Sumner & Lois Herman Charitable Foundation?

Find your warmest path to The Sumner & Lois Herman Charitable 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.

About The Sumner & Lois Herman Charitable Foundation

How much does The Sumner & Lois Herman Charitable Foundation give?
The Sumner & Lois Herman Charitable Foundation reported 36 grants totaling $70,983 in its FY2023 IRS filing. It funded between 22 and 42 organizations a year over FY2017 to FY2023.
What does The Sumner & Lois Herman Charitable Foundation fund?
By grant dollars over FY2017 to FY2023, its largest causes are Health (31%), Philanthropy (25%), Arts & Culture (6%).
Who are The Sumner & Lois Herman Charitable Foundation's largest grantees?
By total granted over FY2017 to FY2023: Jewish Healthcare Center Inc ($77k), Brain Injury Association of Massachusetts Inc ($46k), Rosie's Place Inc ($29k).
Does The Sumner & Lois Herman Charitable Foundation fund new organizations?
In FY2023, 39% of the organizations it funded were first-time grantees.
Does The Sumner & Lois Herman Charitable Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as The Sumner & Lois Herman Charitable Foundation?
Its strongest co-funders, measured against what their size predicts, include Greater Worcester Community Foundation Inc, AbbVie Foundation, Coghlin Family Foundation.
Where is The Sumner & Lois Herman Charitable Foundation based?
The Sumner & Lois Herman Charitable Foundation is based in MA.

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 144 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 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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