· Private foundation
Caroline and Roxanne Montrose Educational Foundation
Its FY2025 filing reports that it accepted unsolicited grant applications.
What you funded, over time
By grantee IRS cause code (NTEE).
A cause breakdown isn’t shown here: 82% of CAROLINE AND ROXANNE MONTROSE EDUCATIONAL FOUNDATION’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.
Where the money goes
Your grants by size, and where they go.
| Recipient | Amount |
|---|---|
| TRES ISLAS ORPHANAGE FUND | $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.
Your human-services grants (FY23–25, $46k) land where the poverty rate runs at 8%, against an area that typically sits at 7%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
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.
13 repeat relationships — 1 still active in FY2025, 12 since wound down.
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2025, 100% of grant dollars renewed an existing relationship; $0 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
- HFHOMES FOR ORPHANS OF MEXICAN EXTRACTION INC3× · 2020–2024 · $52k · revenue +23%
- SMSUNSAR MAYA INC5× · 2018–2023 · $16k · revenue +63%
- AUASIAN UNIVERSITY FOR WOMEN (AUW) SUPPORT FOUNDATION3× · 2020–2023 · $15k · revenue +670%
Funded once
- FBFuture Brilliance US Incone grant, 2024 · $5k · revenue 0%
- RRRAZIAS RAY OF HOPE FOUNDATIONone grant, 2023 · $1k · revenue +23%
- HOHOME OF HOPE LLCgraduatedone grant, 2023 · $1k · revenue +63%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
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.
Jamyang Foundation is an innovative project to help educate girls and young women in developing countries. The project began in 1987 with study programs that combine traditional and contemporary learning. Jamyang Foundation currently…
Sahar Education Sahar partners with Afghan based organizations to build schools and create educational opportunities for girls in Afghanistan empowering and inspiring children and their families to build peaceful and thriving communities.
Asian Children's Mission, ACM, exists to care, protect, and educate, vulnerable children in Myanmar (Burma).
Hope for Her International is dedicated to advocating for a just and peaceful world with a profound emphasis on the rights of women and girls. Our mission is to build a supportive community, foster social entrepreneurship, eradicate…
Provide help to arab women in west asia
Orphan care, shelter, food, education and medical for orphans and children of poverty locations
Mukti is a Sanskrit word that means "freedom from oppression and exploitation". Our goal is to see women and children find pathways to freedom. We partner with organizations around Asia that are on the frontlines helping to rescue and…
Support victims of human trafficking.
Kaiizen is an all volunteer organization that plans humanitarian excursions to orphanages and vulnerable children projects in several countries. Our aim is mentor the volunteers we travel with while they serve and mentor the children we…
For reference, the grantee most central to the portfolio’s shape is Razias Ray of Hope Foundation and the most unlike its peers is Asian University for Women (Auw) Support Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
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 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 8 of the 16 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 HOMES FOR ORPHANS OF MEXICAN EXTRACTION INC ↗
- Who funds TRES ISLAS ORPHANAGE FUND INCORPORATED ↗
- Who funds SUNSAR MAYA INC ↗
- Who funds ASIAN UNIVERSITY FOR WOMEN (AUW) SUPPORT FOUNDATION ↗
- Who funds Partners Asia ↗
- Who funds Future Brilliance US Inc ↗
- Who funds RAZIAS RAY OF HOPE FOUNDATION ↗
- Who funds HOME OF HOPE LLC ↗
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: Silicon Valley Community Foundation · The San Francisco Foundation · Charities Aid Foundation America · Vanguard Charitable Endowment Program · Paypal Charitable Giving Fund · American Online Giving Foundation Inc · Donor Advised Charitable Giving 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 Caroline and Roxanne Montrose Educational 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.