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· Private foundation

Charles and Theresa Brown Trust Fund

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$35k
Granted FY2025still arriving
8
Grants FY2025still arriving
3
States reached
$8k
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 2025.

Education$247kScience & Tech$4kArts & Culture$3k
02FY2025 · 8 grants

Where the money goes

Grants by size, and the largest recipients.

$4,000
Median grant
3
States reached
$644k
Total assets
Largest grants
RecipientAmount
Individual grant recipient$8,000
Individual grant recipient$4,000
Individual grant recipient$4,000
Individual grant recipient$4,000
Individual grant recipient$4,000
Individual grant recipient$4,000
THE UNIVERSITY OF CHICAGO$3,667
OHIO STATE UNIVERSITY FDN$3,667
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 (FY17–25) land where the poverty rate runs at 14%, against an area that typically sits at 11%. 86% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%HARVARD UNIVERSITY: $4k → 8%CARROLL COLLEGE: $4k → 9%TAYLOR CLARK: $4k → 11%BRIGHAM YOUNG UNIV HAWAII: $4k → 9%UNIVERSITY OF ARKANSAS: $3k → 14%GEORGETOWN UNIVERSITY: $3k → 14%UNIVERSITY OF CENTRAL FLORIDA: $3k → 13%UNIVERSITY OF MIAMI: $4k → 15%UNIVERSITY OF ALABAMA: $4k → 17%UNIVERSITY OF OREGON: $3k → 15%SOUTHERN CONNECTICUT STATE: $4k → 12%BALL STATE UNIVERSITY: $4k → 19%KENT STATE UNIVERSITY: $4k → 12%THE OHIO STATE UNIVERSITY: $8k → 15%4 QUALIFIED RECIPIENTS: $10k → 17%UNIVERSITY OF ALASKA ANCHORAGE: $4k → 10%THE UNIVERSITY OF CHICAGO: $12k → 14%MISS MARGOT'S ENSEMBLE ARTS: $3k → 11%GEORGE MASON UNIVERSITY: $3k → 6%VIRGINIA COMMONWEALTH UNIVERSITY: $4k → 22%CARROLL COLLEGE: $3k → 9%UNIVERSITY OF ARKANSAS: $3k → 14%UNIVERSITY OF MIAMI: $3k → 15%UNIVERSITY OF ALABAMA: $4k → 17%BALL STATE UNIVERSITY: $3k → 19%KENT STATE UNIVERSITY: $3k → 12%THE OHIO STATE UNIVERSITY: $2k → 15%THE UNIVERSITY OF CHICAGO: $8k → 14%UNIVERSITY OF ALABAMA: $3k → 17%OHIO STATE UNIVERSITY FDN: $12k → 15%THE UNIVERSITY OF CHICAGO: $4k → 14%OHIO STATE UNIVERSITY FDN: $4k → 15%THE UNIVERSITY OF CHICAGO: $4k → 14%OHIO STATE UNIVERSITY FDN: $4k → 15%THE UNIVERSITY OF CHICAGO: $4k → 14%THE OHIO STATE UNIVERSITY: $2k → 15%THE UNIVERSITY OF CHICAGO: $2k → 14%THE UNIVERSITY OF CHICAGO: $2k → 14%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

AK
MT
IL
MA
OR
IN
OH
PA
NJ
CT
MO
VA
AR
DC
HI
AL
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.

48%of every dollar goes to organizations it has funded before.
$121k · 11 repeat orgs$129k to everyone else

Grantees it renews have grown median revenue +52% since the first grant, against +44% for those funded once.

11 repeat relationships: 2 still active in FY2025, 9 since wound down; 6 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

11
25

Total granted

$121k
$101k

Median revenue growth · since first grant

+52%
+44%

Still filing today

36%
4%

New vs renewed · share of each year

In FY2025, 21% of grant dollars renewed an existing relationship; $28k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time
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

  • University of Chicago
    7× · 2018–2025 · $34k · revenue +52%
  • OS
    OHIO STATE UNIVERSITY FOUNDATION
    3× · 2023–2025 · $20k · revenue +7%
  • CC
    CARROLL COLLEGE
    2× · 2018–2019 · $7k · revenue +14%

Funded once

  • 4Q
    4 QUALIFIED RECIPIENTS
    one grant, 2017 · $10k
  • IG
    Individual grant recipient
    one grant, 2022 · $8k
  • BY
    BRIGHAM YOUNG UNIVERSITY-HAWAII
    one grant, 2020 · $4k
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
New York University

Nyu is a private university with approximately 60,000 matriculating students in 20 schools and institutes.

Education
2
University of Miami
—
3
The Catholic University of America

The catholic university of america is the national university of the catholic church in the united states. it was founded and sponsored by the bishops of the country with the approval of the holy see. the catholic university of america is…

Education
4
Wake Forest University

Wake Forest University is an institution of higher education dedicated to the pursuit of excellence in the liberal arts and in graduate and professional education. It operates Wake Forest College, a graduate school of arts and sciences, a…

Education
5
William Marsh Rice University

Research and education

Education
6
The Associates of the University

The Organization's mission is to accept donations from sources within the United States for the benefit of the University of Toronto, Ontario, Canada.

—
7
Washington University

The washington university is a co-educational, nondenominational university with a long and distinguished history of teaching, research and (cont'd on schedule o)

Education
8
John Carroll University

As one of 27 jesuit catholic universities in the usa, john carroll university's mission is to inspire individuals to excel in learning, leadership, and service.

Education
9
Marquette University

As a Catholic, Jesuit university our mission is to search for truth, discover share knowledge, foster personal professional excellence, promote a life of faith and develop leadership expressed in service to others.

Education
10
Case Western Reserve University

Case Western Reserve University is an independent, research-oriented university with broadly based strengths in health, including medicine, nursing and dentistry; in engineering; in the arts and sciences; and in law, management and social…

Education
11
Lewis & Clark College

Lewis & clark is a premier private higher education institution offering an exceptional education in an inclusive environment. by fostering critical thinking, innovation, creativity, civic engagement, and leadership, both inside and…

Education
12
St Marys University of Minnesota

Saint mary's university of minnesota is a private catholic institution that serves about 3,900 students annually. the university offers a comprehensive, personalized education guided by its lasallian catholic heritage. with a wide array of…

Education
How this is measured
The grantee most central to the portfolio’s shape is Georgetown University; the most unlike its peers is Carroll College. 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

6 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. 6 of the 43 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)
0
Early backer (in before they grew)
6/6
Grantees still filing
6/6
Grew since first funded

Where the money sits, by cause and then by grantee

THE OHIO STATE UNIVERSITY: $10,709 · OtherTHE OHIO STATE UNIVERSITYUNIVERSITY OF ALABAMA: $10,500 · OtherUNIVERSITY OF ALABAMA4 QUALIFIED RECIPIENTS: $10,000 · Other4 QUALIFIED RECIPIENTSIndividual grant recipient: $8,000 · OtherIndividual grant recipient: $8,000 · OtherIndividual grant recipient: $8,000 · OtherBALL STATE UNIVERSITY: $6,500 · OtherKENT STATE UNIVERSITY: $6,500 · OtherUNIVERSITY OF WESTMINISTER: $6,500 · Other+28 more: $105,500 · Other+28 moreUniversity of Chicago: $34,278 · EducationUniversity of ChicagoOHIO STATE UNIVERSITY FOUNDATION: $19,569 · EducationOHIO STATE UNIVERSITY FOUNDATIONCARROLL COLLEGE: $6,500 · EducationCARROLL COLLEGEUniversity of Miami: $6,500 · EducationUniversity of MiamiPresident and Fellows of Harvard College: $4,000 · EducationPresident and Fellows of Harvard…GEORGETOWN UNIVERSITY: $2,500 · Education
Other$180,209Education$73,347

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

25%50%75%100%$100Mgrantee revenue →↑ funder's share of their budgetUniversity of Chicago: $34,278 over 7y, 0.0% of budgetOHIO STATE UNIVERSITY FOUNDATION: $19,569 over 3y, 0.0% of budgetCARROLL COLLEGE: $6,500 over 2y, 0.0% of budgetUniversity of Miami: $6,500 over 2y, 0.0% of budgetPresident and Fellows of Harvard College: $4,000 over 1y, 0.0% of budgetGEORGETOWN UNIVERSITY: $2,500 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 University of Chicago ↗
  • Who funds OHIO STATE UNIVERSITY FOUNDATION ↗
  • Who funds CARROLL COLLEGE ↗
  • Who funds University of Miami ↗
  • Who funds President and Fellows of Harvard College ↗
  • Who funds GEORGETOWN UNIVERSITY ↗

How much its grantees rely on government

Each dot is one organization Charles and Theresa Brown Trust Fund funds: left to right is the share of its income from government, bottom to top the share from Charles and Theresa Brown Trust Fund. Bigger dots raise more.

2025
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%4%8%11%15%share of the org’s income from government →median 5%
  • University of Miami: 5% of income from government
  • President and Fellows of Harvard College: 5% of income from government
no gov moneyreceives it· size = income
0get no government money at all
0rely on government for over half their income
⤢ axis zoomed · 0–15%
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 43 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 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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