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· 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
6
States reached
$10k
Largest
01What it funds
0187% 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
02FY2023 · 36 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2023

  • Under $10k35 grants · $61k
  • $10k–50k1 grant · $10k
$1,040
Median grant
6
States reached
$816k
Total assets
Largest grants
RecipientAmount
JEWISH FEDERATION OF CENTRAL MA$10,000
SHAMROCK FOUNDATION$6,800
BRAIN INJURY ASSOC OF MASS$5,870
ARCK$5,000
UMASS MEMORIAL$5,000
MASS GENERAL HOSPITAL DEVELOPMENT$5,000
WHITE SNAKE PROJECTS$4,000
ROSIES PLACE$4,000
TEMPLE BETH AM$3,026
JEWISH HEALTHCARE CENTER$2,710
DRESS FOR SUCCESS$2,575
Individual grant recipient$2,500
PAN MASS CHALLENGE$2,038
NEPCF$1,800
PLEDGEIT$1,442
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 (FY17–23, $47k) land where the poverty rate runs at 11%, against an area that typically sits at 10%. 98% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%AMERICAN RED CROSS: $250 → 11%JEFFS PLACE: $500 → 8%GREG HILL FOUNDATION: $500 → 8%BRAIN INJURY ASSOC OF MASS: $11k → 11%BRAIN INJURY ASSOC OF MASS: $7k → 11%BRAIN INJURY ASSOC OF MASS: $7k → 11%BRAIN INJURY ASSOC OF MASS: $7k → 11%BRAIN INJURY ASSOCIATION OF MASS: $7k → 11%BRAIN INJURY ASSOC OF MASS: $6k → 11%BRAIN INJURY ASSOC OF MASS: $500 → 11%HOME FOR LITTLE WANDERERS: $100 → 16%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
NY
MA
NV
NJ
CA
CO
MO
VA
MD
DE
AZ
AR
TN
NC
DC
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.

75%of every dollar goes to organizations it has funded before.
$332k · 44 repeat orgs$113k to everyone else

Grantees it renews have grown median revenue +56% since the first grant, against +42% for those funded once.

44 repeat relationships: 20 still active in FY2023, 24 since wound down; 13 grantees were first funded in FY2023 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

44
82

Total granted

$332k
$105k

Median revenue growth · since first grant

+56%
+42%

Still filing today

48%
35%

New vs renewed · share of each year

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

50%100%’17’18’19’20’21’22’23
RenewedFirst-time

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

’17’18’19’20’21’22’23
HealthArts & CultureHuman ServicesEducationFood & NutritionRecreation & SportsOther
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

  • JH
    JEWISH HEALTHCARE CENTER INC
    7× · 2017–2023 · $77k · revenue +20%
  • BI
    BRAIN INJURY ASSOCIATION OF MASSACHUSETTS INC
    7× · 2017–2023 · $46k · revenue +26%
  • RP
    ROSIE'S PLACE INC
    7× · 2017–2023 · $29k · revenue +93%

Funded once

  • JF
    JEWISH FEDERATION
    one grant, 2017 · $29k
  • AF
    AMERICAN FUNDRAISER FOUNDATION
    one grant, 2017 · $12k
  • IG
    Individual grant recipient
    one grant, 2018 · $9k
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
Massachusetts Institute of Technology

The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.

Education
3
Mass General Brigham Health Plan Inc

Mass general brigham health plan's mission is to promote the health and wellness of our members, and to help ensure equitable, affordbale health care for the diverse communities we serve.

Health
4
The Bridgespan Group Inc

Bridgespan's mission is to build a better world by strengthening the ability of mission-driven organizations and philanthropists to achieve breakthrough results in addressing society's most important challenges and opportunities.

Community Improvement
5
International Biomedical Research Alliance

Our mission is to invest in and accelerate the development of the most promising future leaders in biomedical research with global impact.

Health
6
Massachusetts Higher Education Assistance Corporation

The organization's primary exempt purpose is to provide access to and conduct activities in furtherance of higher education.

—
7
Children's Hospital Corporation

Provider of pediatric healthcare, education, research & community service

Health
8
Mass General Brigham Incorporated & Affiliates Group Return

Mass general brigham incorporated is developing an integrated health care delivery system throughout the region that offers patients a continuum of coordinated, high-quality care.

Health
9
American Academy of Neurology

The Academy's mission is to enhance member career fulfillment and promote brain health for all.

Community Improvement
10
Activate Global Inc

Activate empowers scientists to reinvent the world by bringing their research to market. activate partners with u.s. based funders, research institutions, and other pillars of the hard technology community to help entrepreneurial…

Environment
11
Wentworth Institute of Technology Inc

Wentworth institute of technology is a nationally recognized private coeducational and residential university of higher education with a mission to empower, inspire and innovate through experiential learning with a core purpose of career…

Education
12
Commonwealth Care Alliance Inc

Commonwealth care alliance, inc.'s mission is to improve the health and well-being of people with significant needs by innovating, coordinating and providing the highest quality, individualized care.

Health
How this is measured
The grantee most central to the portfolio’s shape is Brain Injury Association of Massachusetts Inc; the most unlike its peers is The Gerrish Family 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

60 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. 60 of the 144 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)
11
Early backer (in before they grew)
58/60
Grantees still filing
51/60
Grew since first funded

Where the money sits, by cause and then by grantee

JEWISH FEDERATION: $28,500 · OtherJEWISH FEDERATIONIndividual grant recipient: $18,000 · OtherIndividual grant recipientIndividual grant recipient: $17,750 · OtherIndividual grant recipientTemple Beth Am: $16,308 · OtherTemple Beth AmARCK: $16,208 · OtherARCKHOOPS FOR HOMEWORK: $13,371 · OtherAMERICAN FUNDRAISER FOUNDATION: $12,150 · OtherDRESS FOR SUCCESS: $9,920 · OtherSHAMROCK FOUNDATION: $9,800 · OtherDANA-FARBER INC: $9,725 · OtherIndividual grant recipient: $8,600 · Other+100 more: $96,015 · Other+100 moreJEWISH HEALTHCARE CENTER INC: $77,046 · HealthJEWISH HEALTHCARE…+10 more: $2,481 · HealthJEWISH FEDERATION OF CENTRAL MASSACHUSETTS INC: $70,500 · PhilanthropyJEWISH FEDERATIO…+4 more: $5,600 · Philanthropy+4 moreBRAIN INJURY ASSOCIATION OF MASSACHUSETTS INC: $45,589 · Human ServicesBRAIN INJU…+4 more: $1,350 · Human ServicesROSIE'S PLACE INC: $28,875 · Housing & ShelterWHITE SNAKE PROJECTS INC: $14,398 · Arts & CultureLIVE LIFE BY MUSIC INITIATIVE: $5,000 · Arts & CultureBOSTON BALLET INC: $2,205 · Arts & Culture+3 more: $450 · Arts & CultureCAMBRIDGE COLLEGE INC: $5,000 · EducationSPRINGFIELD PARTNERS FOR COMMUNITY ACTION INC: $500 · EducationDONORSCHOOSEORG: $500 · EducationTHE ART INSTITUTE OF CHICAGO: $400 · Education+1 more: $50 · Education
Other$256,347Health$79,527Philanthropy$76,100Human Services$46,939Housing & Shelter$28,875Arts & Culture$22,053Education$6,450

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 budgetJEWISH HEALTHCARE CENTER INC: $77,046 over 7y, 0.1% of budgetJEWISH FEDERATION OF CENTRAL MASSACHUSETTS INC: $70,500 over 5y, 1.1% 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 budgetBoston Foundation Inc: $1,000 over 1y, 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 budgetKIVA MICROFUNDS: $150 over 1y, 0.0% of budgetTHE NATURE CONSERVANCY: $103 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 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 JEWISH HEALTHCARE CENTER INC ↗
  • Who funds JEWISH FEDERATION OF CENTRAL MASSACHUSETTS INC ↗
  • Who funds BRAIN INJURY ASSOCIATION OF MASSACHUSETTS INC ↗
  • Who funds ROSIE'S PLACE INC ↗
  • Who funds WHITE SNAKE PROJECTS INC ↗
  • Who funds DANA-FARBER INC ↗
  • Who funds PAN-MASSACHUSETTS CHALLENGE INC ↗
  • Who funds LIVE LIFE BY MUSIC INITIATIVE ↗
  • Who funds CAMBRIDGE COLLEGE INC ↗
  • Who funds EAGLE HILL FOUNDATION OF MASSACHUSETTSINC ↗
  • Who funds HOOPS AND HOMEWORK INC ↗
  • Who funds PROVISION MINISTRY INC ↗
  • Who funds BOSTON BALLET INC ↗
  • Who funds THE GERRISH FAMILY FOUNDATION ↗
  • Who funds Straight Ahead Ministries 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.

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.

How much its grantees rely on government

Each dot is one organization The Sumner & Lois Herman Charitable Foundation funds: left to right is the share of its income from government, bottom to top the share from The Sumner & Lois Herman Charitable Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 110%0%1%3%5%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 7%
  • Brain Injury Association of Massachusetts Inc: 74% of income from government
  • Veterans Inc: 58% of income from government
  • The Home for Little Wanderers Inc: 38% of income from government
  • Straight Ahead Ministries Inc: 27% of income from government
  • Greater Boston Food Bank Inc: 22% of income from government
  • Jewish Healthcare Center Inc: 15% of income from government
  • Trustees of Boston University: 12% of income from government
  • Sudbury Valley Trustees Inc: 11% of income from government
  • White Snake Projects Inc: 8% of income from government
  • Dana-Farber Cancer Institute Inc: 7% of income from government
  • Hoops and Homework Inc: 5% of income from government
  • Old Sturbridge Inc: 4% of income from government
  • The Institute of Contemporary Art Inc: 1% of income from government
  • Cambridge College Inc: 1% of income from government
  • Worcester County Food Bank Inc: 1% of income from government
  • Boston Ballet Inc: 0% of income from government
  • Springfield Partners for Community Action Inc: 0% of income from government
  • Rosie's Place Inc: 0% of income from government
  • Pan-Massachusetts Challenge Inc: 0% of income from government
  • Boston Foundation Inc: 0% of income from government
no gov moneyreceives it· size = income
11get no government money at all
9report government grants on their 990 we could not trace to a source (not plotted)
2rely 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 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.

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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