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· Private foundation

Castelloe Family Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$169k
Granted FY2024still arriving
7
Grants FY2024still arriving
1
States reached
$74k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Education$389kCommunity Improvement$350kHuman Services$295kHealth$16kHousing & Shelter$5k
02FY2024 · 7 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k2 grants · $5k
  • $10k–50k4 grants · $90k
  • $50k–250k1 grant · $74k
$20,000
Median grant
1
States reached
$2.7M
Total assets
Largest grants
RecipientAmount
Colaborativa La Milpa$74,095
Ronald McDonald House$30,000
NC State University Foundation$20,000
NC State University Foundation$20,000
NC State Student Aid Association$20,000
Leicester Elementary School$2,706
Emma Elementary School Teacher Fund$2,193
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 (FY17–24, $495k) land where the poverty rate runs at 12%, against an area that typically sits at 10%. 87% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%ALEXANDER FAMILY YMCA: $20k → 8%ALEXANDER FAMILY YMCA: $15k → 8%Colaborativa La Milpa: $129k → 12%Colaborativa La Milpa: $77k → 12%Colaborativa La Milpa: $74k → 12%Companeros Inmigrantes de las Monta: $70k → 12%Colaborativa La Milpa: $70k → 12%YMCA of the Triangle Area: $10k → 8%YMCA of the Triangle Area: $10k → 8%YMCA of the Triangle Area: $10k → 8%Companeros Inmigrantes de las Monta: $10k → 12%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.

98%of every dollar goes to organizations it has funded before.
$1.0M · 10 repeat orgs$22k to everyone else

Grantees it renews have grown median revenue +110% since the first grant, against -40% for those funded once.

10 repeat relationships: 6 still active in FY2024, 4 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

10
4

Total granted

$1.0M
$22k

Median revenue growth · since first grant

+110%
-40%

Still filing today

70%
25%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’17’18’20’21’22’23’24
RenewedFirst-time

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

’17’18’20’21’22’23’24
EducationHuman ServicesOther
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

  • CL
    Colaborativa La Milpa
    5× · 2020–2024 · $430k · revenue +353%
  • NC
    NORTH CAROLINA STATE UNIVERSITY FOUNDATION INC
    5× · 2020–2024 · $200k · revenue +364%
  • NS
    NC STATE STUDENT AID ASSOCIATION INC
    5× · 2020–2024 · $100k · revenue +110%

Funded once

  • NE
    NATIONAL EATING DISORDERS ASSOCIATION
    one grant, 2020 · $8k · revenue -40%
  • IG
    Individual grant recipient
    one grant, 2020 · $8k
  • SG
    Saving Grace
    one grant, 2020 · $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

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
North Carolina State University College of Sciences Foundation Inc

Provide financial support for all types of education and research within the college of sciences at north carolina state university.

Philanthropy
2
Nc State Engineering Foundation Inc

To aid and promote, by financial assistance and otherwise, educational, research, and extension in the college of engineering at north carolina state university

Education
3
North Carolina State University Alumni Association Inc

The nc state alumni association engages alumni and friends through programs and services that foster pride and enhance a lifelong connection to nc state university ("nc state").

—
4
National Association of College and University Attorneys

To advance the practice of higher education attorneys for the benefit of the institutions they serve.

—
5
National Association for College Admission Counseling

Empowering college admission counseling professionals through education, advocacy, and community.

Education
6
Furman University

The primary mission of furman as a liberal arts institution is to provide a distinctive education in fine arts, humanities, social sciences, mathematics and the sciences, as well as selected professional disciplines.

Education
7
National Collegiate Athletic Association

Provide a world-class athletics and academic experience for student-athletes that fosters lifelong well-being.

Recreation & Sports
8
Northeast College of Health Sciences

Northeast college of health sciences (the college) is committed to academic excellence, leadership, and professional best practices in the health sciences.

Education
9
National Association of Insurance and Financial Advisors

Empowering financial professionals and consumers through world-class advocacy and education.

—
10
National Education Association of the United States

Our mission is to advocate for education professionals and to unite our members and the nation to fulfill the promise of public education to prepare every student to succeed in a diverse and interdependent world.

—
11
The Common Application Inc

The common application is a not-for-profit membership organization of over 1,100 colleges and universities across the globe committed to access, equity, and integrity in the college admission process. every year, over 1.5 million students…

Education
12
North Carolina Assoc of Educators Inc

To advocate for members and students, to enhance the education profession, and to advance public education.

—
How this is measured
The grantee most central to the portfolio’s shape is North Carolina State University Foundation Inc; the most unlike its peers is Colaborativa La Milpa. 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 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. 8 of the 14 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)
8/8
Grantees still filing
7/8
Grew since first funded

Where the money sits, by cause and then by grantee

Colaborativa La Milpa: $430,226 · Human ServicesColaborativa La MilpaThe Young Men's Christian Association of the Triangle Area Inc (4598): $65,000 · Human ServicesThe Young Men's Christian Association of the Triangle…NORTH CAROLINA STATE UNIVERSITY FOUNDATION INC: $200,000 · EducationNORTH CAROLINA STATE UNIVERSITY FOU…NC STATE STUDENT AID ASSOCIATION INC: $100,000 · EducationNC STATE STUDENT AID ASSOCIATION IN…+3 more: $27,000 · Education+3 moreRonald McDonald House: $150,000 · OtherRonald McDonald HouseEmma Elementary School Teacher Fund: $49,854 · OtherEmma Elementary School Te…Leicester Elementary School: $11,369 · OtherNATIONAL EATING DISORDERS ASSOCIATION: $8,000 · OtherIndividual grant recipient: $8,000 · Other+2 more: $5,560 · Other
Human Services$495,226Education$327,000Other$232,783

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

25%50%75%100%$10M$100Mgrantee revenue →↑ funder's share of their budgetColaborativa La Milpa: $430,226 over 5y, 7.1% of budgetNORTH CAROLINA STATE UNIVERSITY FOUNDATION INC: $200,000 over 5y, 0.1% of budgetNC STATE STUDENT AID ASSOCIATION INC: $100,000 over 5y, 0.1% of budgetThe Young Men's Christian Association of the Triangle Area Inc (4598): $65,000 over 5y, 0.1% of budgetDUKE UNIVERSITY: $10,000 over 2y, 0.0% of budgetKHAN ACADEMY INC: $9,000 over 2y, 0.0% of budgetNATIONAL EATING DISORDERS ASSOCIATION: $8,000 over 1y, 0.3% of budgetEdChoice Inc: $8,000 over 2y, 0.1% 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 Colaborativa La Milpa ↗
  • Who funds NORTH CAROLINA STATE UNIVERSITY FOUNDATION INC ↗
  • Who funds NC STATE STUDENT AID ASSOCIATION INC ↗
  • Who funds The Young Men's Christian Association of the Triangle Area Inc (4598) ↗
  • Who funds DUKE UNIVERSITY ↗
  • Who funds KHAN ACADEMY INC ↗
  • Who funds NATIONAL EATING DISORDERS ASSOCIATION ↗
  • Who funds EdChoice 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.

American Endowment FoundationOH11.2× affinity4 shared granteesties to 3 of 3Hover any node to trace its alignments.Compare side by side →

Open a dossier: American Endowment Foundation · American Online Giving 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 Castelloe Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Castelloe Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%3%6%10%funder's share of their income ↑0%8%15%22%30%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    2report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–30%
    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 14 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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