· Private foundation
Agt Hollis Family Foundation
Its FY2025 filing reports that it accepted unsolicited grant applications.
Read this first · the figures below need context
97% of Agt Hollis Family Foundation’s FY2024 grant dollars went to Fidelity Investments Charitable Gift Fund, not to grantees.
Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2024 names 1 organization directly, so a portfolio cannot be read from it. Everything below is therefore FY2023, the last year Agt Hollis Family Foundation named its own grantees at scale: 5 organizations, $59k. It is dated, not current.
Organizations named directly on the return
Amber years are those where most dollars went to a sponsor.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2019–2024.
Where the money goes
Your grants by size, and where they go.
| Recipient | Amount |
|---|---|
| NEWTOWN FESTIVAL HERITAGE INC | $8,500 |
| GREEN HILL CEMETERY INC | $5,000 |
| MUSEUM OF THE SHENANDOAH VALLEY | $5,000 |
| Virginia Foundation For Community Colleg | $5,000 |
| UNITED WAY OF THE NRN SHENANDOAH VALLEY | $5,000 |
| WINCHESTER AREA TEMP THERMAL SHELTER | $5,000 |
| LORD FAIRFAX HOUSE | $5,000 |
| STONE HOUSE FOUNDATION | $5,000 |
| WINCHESTER RESCUE MISSION | $5,000 |
| WINCHESTER SALVATION ARMY | $5,000 |
| THE LAUREL CENTER | $5,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Dollar for dollar, your grants (FY19–24) land where the poverty rate runs at 12%, against an area that typically sits at 8%. 52% of your dollars go to grantees based in above-average-need neighborhoods. Your grants spread fairly evenly across need levels.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
11 repeat relationships — 10 still active in FY2023, 1 since wound down; 3 grantees were first funded in FY2023 (too recent to call). Read against FY2023, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.
How the two cohorts compare
Organizations
Total granted
Still filing today
New vs renewed · share of each year
In FY2024, 0% of grant dollars renewed an existing relationship; $11k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). 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
- TLTHE LAUREL CENTER INTERVENTION FOR DOMESTIC & SEXUAL VIOLENCE5× · 2019–2023 · $30k · revenue -10%
- WSWINCHESTER SALVATION ARMY5× · 2019–2023 · $30k
- WRWINCHESTER RESCUE MISSION4× · 2020–2023 · $30k · revenue ×25
Funded once
- COCOUNCIL ON ALCOHOLISM LORDone grant, 2021 · $5k
- TOTOWN OF STEPHENS CITYone grant, 2019 · $5k
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
7 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 7 of the 17 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds FIDELITY INVESTMENTS CHARITABLE GIFT FUND ↗
- Who funds THE LAUREL CENTER INTERVENTION FOR DOMESTIC & SEXUAL VIOLENCE ↗
- Who funds WINCHESTER RESCUE MISSION ↗
- Who funds STONE HOUSE FOUNDATION ↗
- Who funds THE GLASS-GLEN BURNIE MUSEUM INC ↗
- Who funds UNITED WAY OF NORTHERN SHENANDOAH VALLEY INC ↗
- Who funds PROJECT ESPERANZA INC ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: James L and Mary Jane Bowman Charitable Trust · The Bank of Clarke County Foundation · The Community Foundation of Harrisonburg & Rockingham County · American Woodmark Foundation Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization Agt Hollis Family Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
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 your grant caused the public funding. Coverage is precision-first — a floor, not 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 12–24 months.