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Agt Hollis Family Foundation at a glance

· Private foundation

Agt Hollis Family Foundation

Its FY2025 filing reports that it accepted unsolicited grant applications.

$59k
Granted FY2023
11
Grants FY2023
2
States reached
$9k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead

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

3
’19
5
’20
5
’21
5
’22
5
’23
1
’24

Amber years are those where most dollars went to a sponsor.

01What it funds
0196% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2024.

Philanthropy$355kArts & Culture$87kHuman Services$60kHousing & Shelter$55kMembership Benefit$25kCommunity Improvement$15kPublic Benefit$5kHealth$5kOther$0
02FY2023 · 11 grants

Where the money goes

Grants by size, and the largest recipients.

$5,000
Median grant
2
States reached
$20k
Total assets
Largest grants
RecipientAmount
NEWTOWN FESTIVAL HERITAGE INC$8,500
WINCHESTER RESCUE MISSION$5,000
STONE HOUSE FOUNDATION$5,000
Virginia Foundation For Community Colleg$5,000
WINCHESTER AREA TEMP THERMAL SHELTER$5,000
LORD FAIRFAX HOUSE$5,000
WINCHESTER SALVATION ARMY$5,000
THE LAUREL CENTER$5,000
UNITED WAY OF THE NRN SHENANDOAH VALLEY$5,000
GREEN HILL CEMETERY INC$5,000
MUSEUM OF THE SHENANDOAH VALLEY$5,000
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:

Dollar for dollar, its grants (FY19–24) land where the poverty rate runs at 12%, against an area that typically sits at 8%. 52% of its dollars go to grantees based in above-average-need neighborhoods. Its grants spread fairly evenly across need levels.

area typical 8%VFCCE: $5k → 7%TOWN OF STEPHENS CITY NEWTON HERITAGE FESTIVAL: $9k → 7%WINCHESTER RESCUE MISSION: $10k → 16%Virginia Foundation For Community Colleg: $5k → 7%STONE HOUSE FOUNDATION: $5k → 7%WINCHESTER RESCUE MISSION: $10k → 16%VFCCE: $5k → 7%GREEN HILL CEMETERY INC: $5k → 7%LORD FAIRFAX HOUSE: $5k → 16%Virginia Foundation For Community Colleg: $5k → 7%GREEN HILL CEMETERY INC: $5k → 7%MUSEUM OF THE SHENANDOAH VALLEY: $5k → 16%Virginia Foundation For Community Colleg: $5k → 7%GREEN HILL CEMETERY INC: $5k → 7%LORD FAIRFAX HOUSE: $5k → 16%STONE HOUSE FOUNDATION: $5k → 7%WINCHESTER RESCUE MISSION: $5k → 16%GREEN HILL CEMETERY INC: $5k → 7%UNITED WAY OF THE NRN SHENANDOAH VALLEY: $5k → 16%STONE HOUSE FOUNDATION: $5k → 7%MUSEUM OF THE SHENANDOAH VALLEY: $5k → 16%STONE HOUSE FOUNDATION: $5k → 7%LORD FAIRFAX HOUSE: $5k → 16%GREEN HILL CEMETERY INC: $5k → 7%LORD FAIRFAX HOUSE: $5k → 16%TOWN OF STEPHENS CITY: $5k → 7%UNITED WAY OF THE NRN SHENANDOAH VALLEY: $5k → 16%STONE HOUSE FOUNDATION: $5k → 7%UNITED WAY OF THE NRN SHENANDOAH VALLEY: $5k → 16%PROJECT ESPERANZA: $3k → 7%UNITED WAY OF THE NRN SHENANDOAH VALLEY: $5k → 16%WINCHESTER RESCUE MISSION: $5k → 16%MUSEUM OF THE SHENANDOAH VALLEY: $5k → 16%MUSEUM OF THE SHENANDOAH VALLEY: $5k → 16%MUSEUM OF THE SHENANDOAH VALLEY: $5k → 16%COUNCIL ON ALCOHOLISM LORD: $5k → 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.
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.

90%of every dollar goes to organizations it has funded before.
$255k · 11 repeat orgs$30k to everyone else

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

Re-uppedFunded once

Organizations

11
2

Total granted

$255k
$10k

Still filing today

45%
0%

New vs renewed · share of each year

In FY2024, 0% of grant dollars renewed an existing relationship; $11k went to new ones.

50%100%’19’20’21’22’23’24
RenewedFirst-time

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

’19’20’21’22’23’24
Arts & CultureHousing & ShelterHuman ServicesEducationOther
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

  • WR
    WINCHESTER RESCUE MISSION
    4× · 2020–2023 · $30k · revenue ×25
  • TL
    THE LAUREL CENTER INTERVENTION FOR DOMESTIC & SEXUAL VIOLENCE
    5× · 2019–2023 · $30k · revenue -10%
  • WS
    WINCHESTER SALVATION ARMY
    5× · 2019–2023 · $30k

Funded once

  • CO
    COUNCIL ON ALCOHOLISM LORD
    one grant, 2021 · $5k
  • TO
    TOWN OF STEPHENS CITY
    one grant, 2019 · $5k
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
04the grantee network

7 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. 7 of the 17 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)
1
Early backer (in before they grew)
7/7
Grantees still filing
3/7
Grew since first funded

Where the money sits, by cause and then by grantee

FIDELITY INVESTMENTS CHARITABLE GIFT FUND: $334,538 · Community ImprovementFIDELITY INVESTMENTS CHARITABLE GIFT FUNDWINCHESTER SALVATION ARMY: $30,000 · OtherWINCHESTER SALVATION ARMYGREEN HILL CEMETERY INC: $25,000 · OtherGREEN HILL CEMETERY INCWINCHESTER AREA TEMP THERMAL SHELTER: $25,000 · OtherWINCHESTER AREA TEMP THERMAL SH…UNITED WAY OF NORTHERN SHENANDOAH VALLEY INC: $20,000 · OtherUNITED WAY OF NORTHERN SHENANDO…LORD FAIRFAX HOUSE: $20,000 · OtherLORD FAIRFAX HOUSEVirginia Foundation For Community Colleg: $15,000 · OtherVirginia Foundation For Communi…VFCCE: $10,000 · OtherVFCCENEWTOWN FESTIVAL HERITAGE INC: $8,500 · OtherTOWN OF STEPHENS CITY NEWTON HERITAGE FESTIVAL: $8,500 · Other+2 more: $10,000 · Other+2 moreSTONE HOUSE FOUNDATION: $25,000 · Arts & CultureSTONE HOU…THE GLASS-GLEN BURNIE MUSEUM INC: $25,000 · Arts & CultureTHE GLASS…WINCHESTER RESCUE MISSION: $30,000 · Housing & ShelterTHE LAUREL CENTER INTERVENTION FOR DOMESTIC & SEXUAL VIOLENCE: $30,000 · Human ServicesPROJECT ESPERANZA INC: $2,500 · Education
Community Improvement$334,538Other$172,000Arts & Culture$50,000Housing & Shelter$30,000Human Services$30,000Education$2,500

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 budgetFIDELITY INVESTMENTS CHARITABLE GIFT FUND: $334,538 over 1y, 0.0% of budgetWINCHESTER RESCUE MISSION: $30,000 over 4y, 0.7% of budgetTHE LAUREL CENTER INTERVENTION FOR DOMESTIC & SEXUAL VIOLENCE: $30,000 over 5y, 0.3% of budgetSTONE HOUSE FOUNDATION: $25,000 over 5y, 6.1% of budgetTHE GLASS-GLEN BURNIE MUSEUM INC: $25,000 over 5y, 0.1% of budgetUNITED WAY OF NORTHERN SHENANDOAH VALLEY INC: $20,000 over 4y, 0.4% of budgetPROJECT ESPERANZA INC: $2,500 over 1y, 1.3% 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 FIDELITY INVESTMENTS CHARITABLE GIFT FUND ↗
  • Who funds WINCHESTER RESCUE MISSION ↗
  • Who funds THE LAUREL CENTER INTERVENTION FOR DOMESTIC & SEXUAL VIOLENCE ↗
  • 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 ↗

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.

James L and Mary Jane…The Bank of Clarke Co…The Community Foundat…American Woodmark Fou…Fidelity Investments …Amazonsmile Foundation
James L and Mary Jane Bowman Charitable TrustVA15.8× affinity5 shared granteesties to 5 of 5Hover any node to trace its alignments.Compare side by side →

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

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 Agt Hollis Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Agt Hollis Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%1%3%6%10%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →
    no gov moneyreceives it· size = income
    1get no government money at all
    3report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    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.

    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 17 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.

    Possibly out of date. A more recent filing (FY2025) is on record and reports no grant expense, so the figures above are from FY2023, the most recent year this funder made grants.

    Source object · view filing

    Play a game based on Agt Hollis Family’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home