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· Private foundation

Bruce & Lois Forbes Charitable Foundation Inc

Its FY2025 filing reports that it accepted unsolicited grant applications.

$3k
Granted FY2025still arriving
1
Grants FY2025still arriving
1
States reached
$3k
Largest
01What you fund
0197% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20172025.

Education$92kArts & Culture$1kReligion$1kRecreation & Sports$900Human Services$450Housing & Shelter$250Crime & Legal$200Other$0
02FY2025 · 1 grant

Where the money goes

Your grants by size, and where they go.

$2,500
Median grant
1
States reached
$3k
Total assets
Largest grants
RecipientAmount
BRIDGEWATER COLLEGE$2,500
02The need
03

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.

show:

Dollar for dollar, your grants (FY17–25) land where the poverty rate runs at 24%, against an area that typically sits at 11%. 77% of your dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 11%SPECIAL OLYMPICS: $300 → 14%LOUISBURG COLLEGE: $500 → 11%GRANDFATHER HOME: $250 → 21%BLUE RIDGE COMMUNITY COLLEGE: $200 → 8%EASTERN MENNONITE SCHOOL: $3k → 11%MARY WASHINGTON UNIVERSITY: $2k → 15%VA SHERIFF'S INSTITUTE: $200 → 22%JAMES MADISON UNIVERSITY FOUNDATION: $15k → 29%SPECIAL OLYMPICS: $300 → 14%EASTERN MENNONITE UNIVERSITY: $2k → 11%MARY WASHINGTON UNIVERSITY: $2k → 15%JAMES MADISON UNIVERSITY FOUNDATION: $15k → 29%SPECIAL OLYMPICS: $300 → 14%EASTERN MENNONITE UNIVERSITY: $2k → 11%MARY WASHINGTON UNIVERSITY: $1k → 15%JAMES MADISON UNIVERSITY FOUNDATION: $15k → 29%EASTERN MENNONITE UNIVERSITY: $1k → 11%JAMES MADISON UNIVERSITY FOUNDATION: $15k → 29%EASTERN MENNONITE UNIVERSITY: $1k → 11%JAMES MADISON UNIVERSITY DUKE CLUB: $4k → 29%JAMES MADISON UNIVERSITY: $4k → 11%JAMES MADISON UNIVERSITY: $3k → 29%JAMES MADISON UNIVERSITY: $3k → 11%JAMES MADISON UNIVERSITY: $1k → 29%ARTS COUNCILE OF THE VALLEY: $1k → 11%ALIA MILLER: $300 → 29%VALLEY FELLOWSHIP OF CHRISTEN ATHLE: $1k → 11%BRIDGEWATER COLLEGE: $3k → 11%BRIDGEWATER COLLEGE: $1k → 11%BRIDGEWATER COLLEGE: $500 → 11%BRIDGEWATER COLLEGE: $500 → 11%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

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.

03Your edge
repeat funding

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.

90%of every dollar goes to organizations you’ve funded before.
$86k · 6 repeat orgs$10k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +44% since the first grant, against +15% for the ones you funded once.

6 repeat relationships — 1 still active in FY2025, 5 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

6
11

Total granted

$86k
$10k

Median revenue growth · since first grant

+44%
+15%

Still filing today

67%
36%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’17’18’19’20’21’25
RenewedFirst-time

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

’17’18’19’20’21’25
EducationRecreation & SportsHuman ServicesArts & CultureOther

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

  • JM
    JAMES MADISON UNIVERSITY FOUNDATION INC
    4× · 2017–2020 · $60k · revenue +95%
  • EM
    Eastern Mennonite University
    4× · 2018–2021 · $6k · revenue +5%
  • SO
    SPECIAL OLYMPICS INC
    3× · 2017–2019 · $900 · revenue +44%

Funded once

  • JM
    JAMES MADISON UNIVERSITY DUKE CLUB
    one grant, 2017 · $4k
  • EM
    EASTERN MENNONITE HIGH SCHOOL
    one grant, 2019 · $3k · revenue +15%
  • VF
    VALLEY FELLOWSHIP OF CHRISTEN ATHLE
    one grant, 2019 · $1k

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Greensboro College

Greensboro College provides a liberal arts education grounded in the traditions of the United Methodist Church and fosters the intellectual, social, and spiritual development of all students while supporting their individual needs.

Education
2
Wake Forest University

Wake Forest University, a 501(c)(3) institution of higher education, is dedicated to the pursuit of excellence in the liberal arts and in graduate and professional education. The organization is comprised of seven constituent parts: Wake…

Education
3
Marymount University

Marymount is a nationally ranked comprehensive catholic university, guided by the traditions of the religious of the sacred heart of mary, that emphasizes intellectual curiosity, service to others, and a global perspective. a marymount…

4
The Academy of the New Church

The mission of the academy is to study and teach the truths of the natural and spiritual worlds in the light of the old testament, the new testament, and the writings of emanuel swedenborg. this is done at the academy of the new church…

Education
5
Emory & Henry University

Emory & henry university is a learning community in pursuit of excellence, engaging a diverse group of well-qualified men and women in educational experiences in which students confront historical and contemporary ideas and issues, and…

Education
6
University of Lynchburg

The mission of the University is to inspire independent thinkers who become trustworthy, effective leaders that shape caring communities. The vision of the University of Lynchburg is to cultivate a world that is innovative, authentic, and…

Education
7
Gettysburg College

Gettysburg college is a residential, undergraduate college of the liberal arts and sciences.

Education
8
Spartanburg Methodist College

SMC Delivers an exceptional education that fuses the empowerment of the liberal arts with crucial career skills. Our mission is to equip our students with the knowledge, skills, virtues, and mindset needed to thrive personally, create…

Education
9
LaGrange College

Education - lagrange college challenges the minds and inspires the souls of its students. founded in 1831 and committed to its relationship with the united methodist church and its wesleyan and liberal arts traditions, the college supports…

Education
10
Wilson College

Wilson college empowers students to be confident and critical thinkers, creative visionaries, effective communicators, honorable leaders, and agents of justice.

Education
11
Albright College

As a diverse community of learners, we cultivate integrity, curiosity, connection and resilience.

Education
12
Endicott College

Endicott college offers students a vibrant academic environment that remains true to its founding principle of integrating professional and liberal arts with experiential learning. for more information see schedule o.

Education

For reference, the grantee most central to the portfolio’s shape is James Madison University Foundation Inc and the most unlike its peers is Arts Council of the Valley. 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

8 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 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 8 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.

0
Load-bearing (≥25% of a budget)
1
Early backer (in before they grew)
8/8
Grantees still filing
5/8
Grew since you first funded

Where your money sits — by cause, then by grantee

JAMES MADISON UNIVERSITY FOUNDATION INC — $60,000 · EducationJAMES MADISON UNIVERSITY FOUNDATION INCBRIDGEWATER COLLEGE — $4,500 · EducationBRIDGEWATER COLLEGEEASTERN MENNONITE HIGH SCHOOL — $2,500 · EducationJAMES MADISON UNIVERSITY — $9,500 · OtherJAMES MADISON UNIVERSITYEastern Mennonite University — $6,000 · OtherEastern Mennonite UniversityMARY WASHINGTON UNIVERSITY — $5,000 · OtherMARY WASHINGTON UNIVERSITYJAMES MADISON UNIVERSITY DUKE CLUB — $3,500 · OtherJAMES MADISON UNIVERSITY DUKE C…VALLEY FELLOWSHIP OF CHRISTEN ATHLE — $1,000 · Other+6 more — $1,700 · Other+6 moreARTS COUNCIL OF THE VALLEY — $1,000 · Arts & CultureSPECIAL OLYMPICS INC — $900 · Recreation & SportsGRANDFATHER HOME FOR CHILDREN INC — $200 · Human Services
Education$67,000Other$26,700Arts & Culture$1,000Recreation & Sports$900Human Services$200

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetJAMES MADISON UNIVERSITY FOUNDATION INC — $60,000 over 4y, 0.1% of budgetEastern Mennonite University — $6,000 over 4y, 0.0% of budgetBRIDGEWATER COLLEGE — $4,500 over 4y, 0.0% of budgetEASTERN MENNONITE HIGH SCHOOL — $2,500 over 1y, 0.1% of budgetARTS COUNCIL OF THE VALLEY — $1,000 over 1y, 0.3% of budgetSPECIAL OLYMPICS INC — $900 over 3y, 0.0% of budgetLOUISBURG COLLEGE — $500 over 1y, 0.0% of budgetGRANDFATHER HOME FOR CHILDREN INC — $200 over 1y, 0.0% of budget
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 JAMES MADISON UNIVERSITY FOUNDATION INC
  • Who funds Eastern Mennonite University
  • Who funds BRIDGEWATER COLLEGE
  • Who funds EASTERN MENNONITE HIGH SCHOOL
  • Who funds ARTS COUNCIL OF THE VALLEY
  • Who funds SPECIAL OLYMPICS INC
  • Who funds LOUISBURG COLLEGE
  • Who funds GRANDFATHER HOME FOR CHILDREN 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.

The Community Foundation of Harrisonburg & Rockingham CountyVA13.6× affinity4 shared granteesties to 2 of 2Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Community Foundation of Harrisonburg & Rockingham County · 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 Bruce & Lois Forbes Charitable Foundation Inc 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.

2024
202122232425
no gov · 00%0%1%3%5%your share of their income ↑0%10%20%30%40%share of the org’s income from government
    no gov moneyreceives it· size = income
    0get 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 · 0–40%
    typical government reliance, FY2025

    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.

    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Bruce & Lois Forbes Charitable Foundation Inc?

    Find your warmest path to Bruce & Lois Forbes Charitable Foundation Inc 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 directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 17 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your 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. How we build these →

    Generated from your IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

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