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Bruce E and Lynn D Holbein Charitable Foundation at a glance

· Private foundation

Bruce E and Lynn D Holbein 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.

$14k
Granted FY2023
31
Grants FY2023
13
States reached
$3k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0188% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2023.

Religion$26kInternational$10kCivil Rights$7kFood & Nutrition$7kAnimals$5kCrime & Legal$2kHealth$2kArts & Culture$2kOther$0
02FY2023 · 31 grants

Where the money goes

Grants by size, and the largest recipients.

$200
Median grant
13
States reached
$372k
Total assets
Largest grants
RecipientAmount
ST THOMAS MOORE CATHOLIC COMMUNITY$2,500
INTERNATIONAL RESCUE COMMITTEE$1,500
COMMUNITY CHURCH OF CHAPEL HILL$1,469
NUCLEAR THREAT INITIATIVE$1,000
Individual grant recipient$1,000
BREAD FOR THE WORLD INST$1,000
SPIRIT IN ACTION$500
BISHOP'S ANNUAL FUND$500
THE CRITTENTON FOUNDATION$500
CARE$400
OXFAM$400
FARMWORKERS ASSN OF FLORIDA$300
UNITED FOR A FAIR ECONOMY$300
WORLDWIDE FISTULA FOUNDATION$250
BAT CONSERVATION FOUNDATION$250
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 (FY19–23, $750) land where the poverty rate runs at 15%, against an area that typically sits at 11%. 60% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%TASKS FOR TRANSIT: $100 → 11%GREATER BOSTON YMCA: $100 → 16%CHARITY NAVIGATOR: $100 → 7%YMCA OF GREATER BOSTON: $100 → 16%NOLA GRANNIES: $200 → 23%HEARING LOSS ASSN OF AMERICA: $100 → 8%BRAVER ANGELS: $50 → 17%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

VT
NH
IL
WI
NY
MA
OR
OH
PA
NJ
CA
CO
MD
AZ
NC
DC
LA
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.

82%of every dollar goes to organizations it has funded before.
$58k · 41 repeat orgs$13k to everyone else

Grantees it renews have grown median revenue +35% since the first grant, against +22% for those funded once.

41 repeat relationships: 18 still active in FY2023, 23 since wound down; 13 grantees were first funded in FY2023 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

41
44

Total granted

$58k
$11k

Median revenue growth · since first grant

+35%
+22%

Still filing today

41%
41%

New vs renewed · share of each year

In FY2023, 81% of grant dollars renewed an existing relationship; $3k went to new ones.

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

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

’19’20’21’22’23
InternationalHuman ServicesAnimalsHealthCrime & LegalEnvironmentOther
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

  • BF
    Bread for the World Institute
    5× · 2019–2023 · $5k · revenue +27%
  • IR
    International Rescue Committee INC
    3× · 2021–2023 · $4k · revenue +38%
  • COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE INC
    3× · 2021–2023 · $1k · revenue +12%

Funded once

  • FU
    FIRST UNITARIAN SOCIETY IN NEWTON F
    one grant, 2021 · $2k
  • UP
    UNITED PARISH OF AUBURNDALE
    one grant, 2019 · $1k
  • CF
    CAMPAIGN FOR MIGRANT WORKERS JUSTIC
    one grant, 2021 · $700
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
Environmental Investigation Agency

To establish and promote programs to protect the global climate, forests, wildlife and the natural environment, through research, advocacy, and investigation.

International
2
World Resources Institute

Wri is committed to creating change that improves people's lives and ensures the natural world can thrive. (see schedule o)wri's bold vision requires a formula for success we call "count it. change it. scale it.":- count it: our work is…

International
3
Open Markets Institute

The open markets institute works to help people relearn how to use competition policy to build stronger democracies, more just and equitable societies, more innovative and sustainable economies, and a more secure and peaceful world.

Education
4
Asociacion Interamericana Para La Defensa Del Ambiente

To strenghten people's ability to guarantee their individual and collective right to a healthy environment, via the development, implementation, and effective enforcement of national and international law.

Crime & Legal
5
Animal Outlook Inc

Animal outlook is a national animal protection organization working to end the abuse of farmed animals using a variety of strategies, including investigations, legal advocacy, corporate and food system reform, and vegan outreach.

Animals
6
Aclu Foundation of Massachusetts Inc

Aclu foundation of ma was established to defend freedoms guaranteed in the constitution and bill of rights through public education and litigation.

Civil Rights
7
Grist Magazine Inc

Grist is an independent, non profit media organization dedicated to reporting on climate change.

Environment
8
Actionaid Usa

Actionaid is an international network building a just, equitable, and sustainable world in solidarity with communities on the frontlines of poverty and injustice. actionaid usa is the u.s. branch of actionaid international, which works in…

Social Science
9
Bank Climate Advocates

Bank Climate Advocates (BCA) combats climate change and its adverse effects primarily by using legal advocacy and action to align public financial institutions' investment policies and practices with the 1.5 degrees C warming limitation…

Environment
10
New Roots Institute

New Roots Institute is a nonprofit empowering the next generation with knowledge and training to end factory farming.

Food & Nutrition
11
Partnership for Policy Integrity

Partnership for Policy Integrity (PFPI) uses data-driven advocacy and litigation to fight for forests, communities and the climate.

Environment
12
Fair Labor Association

The mission of the Fair Labor Association (FLA) is to protect workers' rights and improve working conditions worldwide for more than five million workers in the factories and farms of our affiliates. (see schedule o)

International
How this is measured
The grantee most central to the portfolio’s shape is Mercy for Animals Inc; the most unlike its peers is Yesahcan Sanctuary Inc. 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

40 grantees tracked through their own filings, 2017–2026.

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 2026, not grant rows in a single year, so this will not match the grant count on the cover. 40 of the 98 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)
9
Early backer (in before they grew)
38/40
Grantees still filing
28/40
Grew since first funded

Where the money sits, by cause and then by grantee

ST THOMAS MOORE CATHOLIC COMMUNITY: $7,000 · OtherST THOMAS MOORE CATHOLIC COMMUNITYFIRST UNITARIAN SOCIETY IN NEWTON: $5,000 · OtherFIRST UNITARIAN SOCIETY IN NEWTONSpirit In Action Inc: $4,100 · OtherSpirit In Action IncCORPUS CHRISTI-ST BERNARDS PARISH: $3,170 · OtherCORPUS CHRISTI-ST BERNARDS PARISHCRITTENTON FOUNDATION: $2,500 · OtherCommunity Church of Chapel Hill: $2,469 · OtherUU MASS ACTION NETWORK: $2,000 · OtherFIRST UNITARIAN SOCIETY IN NEWTON F: $2,000 · OtherOXFAM: $1,900 · Other+66 more: $22,525 · Other+66 moreBread for the World Institute: $5,000 · InternationalBread for the World I…International Rescue Committee INC: $3,500 · InternationalInternational Rescue …NUCLEAR THREAT INITIATIVE INC: $1,900 · InternationalNUCLEAR THREAT INITIA…COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE INC: $1,200 · InternationalCOOPERATIVE FOR ASSIS…OXFAM-AMERICA INC: $800 · InternationalOXFAM-AMERICA INCREFUGEE IMMIGRATION MINISTRY INC: $600 · International+2 more: $300 · InternationalFISH WELFARE INITIATIVE: $750 · AnimalsYESAHCAN SANCTUARY INC: $300 · AnimalsLEGAL IMPACT FOR CHICKENS: $200 · AnimalsTOMPKINS COUNTY SPCA: $100 · AnimalsMERCY FOR ANIMALS INC: $50 · AnimalsUnited for A Fair Economy Inc: $1,200 · Social SciencePARTAKERS INC: $900 · Crime & LegalLAWYERS FOR CIVIL RIGHTS INC: $300 · Crime & LegalFarmworker Association of Florida Inc: $1,050 · Food & NutritionYOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER BOSTON INC: $200 · Human ServicesNOLA GRANNIES: $200 · Human ServicesTASKS FOR TRANSIT INC: $100 · Human ServicesCharity Navigator: $100 · Human ServicesHEARING LOSS ASSOCIATION OF AMERICA: $100 · Human ServicesBraver AngelsInc: $50 · Human Services
Other$52,664International$13,300Animals$1,400Social Science$1,200Crime & Legal$1,200Food & Nutrition$1,050Human Services$750

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetBread for the World Institute: $5,000 over 5y, 0.0% of budgetSpirit In Action Inc: $4,100 over 5y, 21% of budgetInternational Rescue Committee INC: $3,500 over 3y, 0.0% of budgetNUCLEAR THREAT INITIATIVE INC: $1,900 over 3y, 0.0% of budgetCOOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE INC: $1,200 over 3y, 0.0% of budgetUnited for A Fair Economy Inc: $1,200 over 4y, 0.0% of budgetFarmworker Association of Florida Inc: $1,050 over 3y, 0.0% of budgetPARTAKERS INC: $900 over 3y, 0.2% of budgetVerified Voting Foundation: $900 over 4y, 0.0% of budgetOXFAM-AMERICA INC: $800 over 2y, 0.0% of budgetFISH WELFARE INITIATIVE: $750 over 2y, 0.1% of budgetREFUGEE IMMIGRATION MINISTRY INC: $600 over 3y, 0.1% of budgetWORLDWIDE FISTULA FUND: $550 over 2y, 0.0% of budgetREFUGEE & IMMIGRANT CENTER FOR EDUCATION & LEGAL SERVICES: $500 over 1y, 0.0% of budgetGREATER BOSTON FOOD BANK INC: $500 over 2y, 0.0% of budgetPAN-MASSACHUSETTS CHALLENGE INC: $400 over 2y, 0.0% of budgetGREENSBORO FREE LIBRARY: $300 over 2y, 0.1% of budgetLAWYERS FOR CIVIL RIGHTS INC: $300 over 2y, 0.0% of budgetYESAHCAN SANCTUARY INC: $300 over 1y, 0.4% of budgetGREATER BOSTON LEGAL SERVICES INC: $250 over 1y, 0.0% of budgetEDUCATIONAL INFORMATION CORPORATION: $250 over 1y, 0.0% of budgetLEGAL IMPACT FOR CHICKENS: $200 over 1y, 0.0% of budgetYOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER BOSTON INC: $200 over 2y, 0.0% of budgetINSTITUTE FOR POLICY STUDIES: $200 over 1y, 0.0% of budgetHEALING WATERS INTERNATIONAL INC: $100 over 1y, 0.0% of budgetNEWTON POLICE MEMORIAL ASSOCIATION: $100 over 1y, 0.0% of budgetTOMPKINS COUNTY SPCA: $100 over 1y, 0.0% of budgetONE TREE PLANTED INC: $100 over 1y, 0.0% of budgetCharity Navigator: $100 over 1y, 0.0% of budgetHEARING LOSS ASSOCIATION OF AMERICA: $100 over 1y, 0.0% of budgetMASSACHUSETTS AUDUBON SOCIETY INC: $100 over 1y, 0.0% of budgetFearrington Cares Inc: $100 over 1y, 0.0% of budgetWOMEN'S FORUM OF NEW YORK INC: $100 over 1y, 0.0% of budgetBraver AngelsInc: $50 over 1y, 0.0% of budgetNATIONAL ALLIANCE ON MENTAL ILLNESS OF MASSACHUSETTS INC: $50 over 1y, 0.0% of budgetMERCY FOR ANIMALS INC: $50 over 1y, 0.0% of budgetTRUSTEES OF BOSTON UNIVERSITY: $50 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 Bread for the World Institute ↗
  • Who funds Spirit In Action Inc ↗
  • Who funds International Rescue Committee INC ↗
  • Who funds NUCLEAR THREAT INITIATIVE INC ↗
  • Who funds COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE INC ↗
  • Who funds United for A Fair Economy Inc ↗
  • Who funds Farmworker Association of Florida Inc ↗
  • Who funds PARTAKERS INC ↗
  • Who funds Verified Voting Foundation ↗
  • Who funds OXFAM-AMERICA INC ↗
  • Who funds FISH WELFARE INITIATIVE ↗
  • Who funds REFUGEE IMMIGRATION MINISTRY INC ↗
  • Who funds WORLDWIDE FISTULA FUND ↗
  • Who funds REFUGEE & IMMIGRANT CENTER FOR EDUCATION & LEGAL SERVICES ↗
  • Who funds GREATER BOSTON FOOD BANK INC ↗
  • Who funds PAN-MASSACHUSETTS CHALLENGE INC ↗
  • Who funds GREENSBORO FREE LIBRARY ↗

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.

Triangle Community Fo…The Hummel Family Fun…ImpactassetsincRsf Social Finance IncEastern Bank Foundati…The Pfizer Foundation…Boston Foundation IncRenaissance Charitabl…Jewish Communal FundMorgan Stanley Global…Jpmorgan Chase Founda…Vanguard Charitable E…
Triangle Community Foundation IncNC14.6× affinity5 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Triangle Community Foundation Inc · The Hummel Family Fund Inc · Impactassetsinc · Rsf Social Finance Inc · Eastern Bank Foundation · The Pfizer Foundation Inc · Boston Foundation Inc · Renaissance Charitable Foundation Inc · Jewish Communal Fund · Morgan Stanley Global Impact Funding Trust Inc · Jpmorgan Chase Foundation · Vanguard Charitable Endowment Program

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 Bruce E and Lynn D Holbein Charitable Foundation funds: left to right is the share of its income from government, bottom to top the share from Bruce E and Lynn D Holbein Charitable Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 70%2%6%14%25%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 1%
  • Partakers Inc: 59% of income from government
  • Greater Boston Food Bank Inc: 22% of income from government
  • Trustees of Boston University: 12% of income from government
  • Greater Boston Legal Services Inc: 3% of income from government
  • Massachusetts Audubon Society Inc: 1% of income from government
  • Lawyers for Civil Rights Inc: 1% of income from government
  • Greensboro Free Library: 1% of income from government
  • Pan-Massachusetts Challenge Inc: 0% of income from government
  • Oxfam-America Inc: 0% of income from government
no gov moneyreceives it· size = income
7get no government money at all
4report government grants on their 990 we could not trace to a source (not plotted)
1rely 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.

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 98 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

Play a game based on Bruce E and Lynn D Holbein’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