The Daniel B and
The Daniel B and is a private foundation based in Conshohocken, Pennsylvania. Its 2025 filing reports 118 grants totaling $8,054,930, with most grant dollars going to recipients in Pennsylvania.
The Daniel B and at a glance
In short: The Daniel B and gave $8.1M across 118 grants in 2025 (avg $68K), mostly in Pennsylvania. 23% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $8,054,930
- +8.9% vs 2024
- Grants made (2025)
- 118
- -5.6% vs 2024
- Average grant
- $68,262
- +15.3% vs 2024
- Median grant
- $29,750
- Total assets
- $206,967,940
- +4.0% vs 2024
- New grantees (estimate)
- 23% first-time grantees (27 of 118, 2025)
- Primary geography
- Pennsylvania (76% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Daniel B and
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 15 E Ridge Pike 5Th Fl, Conshohocken, PA 19428
Phone: (610) 238-5003
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Daniel B and funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Federation Housing Inc ($1.0M). Together the top 10 received $3.1M.
Grant Size Distribution
523 grants across all recorded years
The most common grant size was under $50K: 319 grants of 523 (61%).
Geographic Focus
Where this funder awards grants
In 2025, 76% of grant dollars went to recipients in Pennsylvania. Other reported shares went to New York (6%), Minnesota (5%), the District of Columbia (3%), and Virginia (2%).
Grant Distribution by State
Share of 2025 grant dollars across all 118 itemized grants.
States
Cities
Is The Daniel B and open to new grantees?
23%
first-time grantees, 2025
In 2025, 27 of 118 grantees (23%) were first-time recipients. First grants averaged $39K; repeat grants $77K. How we count
Medians: $25K first-time, $50K repeat.
- 70% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+7%). Method
- In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $5.9M (2020) to $8.4M (2023). In 2025 it made 118 grants totaling $8.1M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Federation Housing Inc Philadelphia, PA | General Fund | $1,000,000 |
| Scholarship America Inc Saint Peter, MN | General Fund | $364,930 |
| The Franklin Institute Philadelphia, PA | General Fund | $270,000 |
| Jewish Federation Greater Philadelphia Philadelphia, PA | General Fund | $235,000 |
| Impact Services Corp Philadelphia, PA | General Fund | $225,000 |
| Making a Change Group Chester, PA | General Fund | $210,000 |
| City Year Phila Philadelphia, PA | General Fund | $200,000 |
| New Kensington Com Dev Corp Philadelphia, PA | General Fund | $200,000 |
| Sharing Excess Philadelphia, PA | General Fund | $175,000 |
| United Nations Foundation New York, NY | General Fund | $175,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $206,967,940 | $14,769,000 | $10,249,032 | $8,054,930 | 118 | $9,411,251 | $14,197,326 | $9,965,765 |
| 2024 | $198,932,484 | $9,243,240 | $9,143,650 | $7,397,550 | 125 | $8,731,658 | $9,004,823 | $9,415,423 |
| 2023 | $185,847,705 | $12,132,631 | $10,021,995 | $8,444,000 | 106 | $9,567,249 | $10,156,237 | $8,964,375 |
| 2022 | $179,390,509 | $18,946,870 | $8,882,593 | $7,546,500 | 94 | $8,514,449 | $7,548,201 | $9,388,397 |
| 2021 | $189,256,619 | $17,462,843 | $7,921,657 | $6,724,000 | 80 | — | $15,835,202 | $8,640,595 |
| 2020 | $161,724,310 | $32,314,340 | $6,289,409 | $5,857,800 | 105 | — | $5,540,927 | $7,383,229 |
Under IRS private-foundation payout rules, The Daniel B and reported a distributable amount of $10.0M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement or formal funding priorities are provided. Among its 2024 grantees, Federation Housing describes its mission as providing affordable housing for low-income seniors, while Pathways to Housing PA says it empowers people with disabilities to improve housing stability and health. Sharing Excess describes its work as addressing food scarcity by connecting surplus food with people who need it. These organizations’ missions describe their own work, not the foundation’s.
Grantmaking
In 2025, the foundation made 118 grants totaling $8,054,930. Grant amounts ranged from $5,000 to $1,000,000, and the median grant was $29,750.
The largest 2025 grant was $1,000,000 to Federation Housing Inc. in Philadelphia. Other large grants included $364,930 to Scholarship America Inc.; $270,000 to The Franklin Institute; $235,000 to Jewish Federation Greater Philadelphia; and $225,000 to Impact Services Corp. The listed purposes for these grants were “General Fund.”
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Richard J Green and Lester E Lipschutz as trustees.
The Daniel B and's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Richard J. Green
Trustee
On filings since 2020
No compensation reported
Lester E. Lipschutz
Trustee
On filings since 2024
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Daniel B and
How much does The Daniel B and give each year?
The Daniel B and gave $8.1M across 118 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $7.4M across 125 grants.
What is The Daniel B and's typical grant size?
The Daniel B and's median grant in 2025 was $29,750, and its average grant was $68,262, across 118 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Daniel B and that year got $39K on average.
Where does The Daniel B and give grants?
The Daniel B and gives mostly in Pennsylvania: 76% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (6%). The most frequent recipient cities were Philadelphia, PA (65 grants), New York, NY (4 grants), Annapolis, MD (4 grants) and Washington, DC (3 grants).
Does The Daniel B and give general operating support?
Yes: 100% of The Daniel B and's 2025 grants with a stated purpose (118 of 118) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Daniel B and's largest grantees?
The Daniel B and's largest 2025 grantees include Federation Housing Inc ($1,000,000), Scholarship America Inc ($364,930) and The Franklin Institute ($270,000), according to its 2025 IRS Form 990-PF. Together they received 20% of its itemized 2025 grant dollars.
How large is The Daniel B and?
The Daniel B and reported $207.0M in total assets on its 2025 IRS Form 990-PF. It paid out $9.4M in qualifying distributions that year, against a required minimum of $10.0M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The Daniel B and fund?
No mission statement or formal funding priorities are provided. Among its 2024 grantees, Federation Housing describes its mission as providing affordable housing for low-income seniors, while Pathways to Housing PA says it empowers people with disabilities to improve housing stability and health. See mission & focus areas ↑
How do I apply for a grant from The Daniel B and?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Daniel B and's EIN?
The Daniel B and's EIN (Employer Identification Number) is 20-1910865. IRS Form 990 filing data is available on this page for 2020–2025.
Does The Daniel B and accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 8, 2023)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in The Daniel B and's focus areas in our free grants database
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Cite this profile
Grantable. (2026). The Daniel B and funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/the-daniel-b-and-morg_5cce8125318e4a65a90562b4be640d32
BibTeX
@misc{grantable_201910865_2026,
author = {{Grantable}},
title = {{The Daniel B and funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-daniel-b-and-morg_5cce8125318e4a65a90562b4be640d32},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Daniel B and's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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