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· Private foundation

Clovelly Charitable Trust

Its FY2021 filing reports that it accepted unsolicited grant applications.

$69k
Granted FY2021
13
Grants FY2021
4
States reached
$14k
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, FY2020 to 2021.

Education$47kArts & Culture$35kHousing & Shelter$20kFood & Nutrition$10kHuman Services$10kInternational$10kRecreation & Sports$5kYouth Development$2k
02FY2021 · 13 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2021

  • Under $10k12 grants · $55k
  • $10k–50k1 grant · $14k
$4,900
Median grant
4
States reached
$426k
Total assets
Largest grants
RecipientAmount
BOSTON UNIVERSITY$13,500
THE ENDANGERED LANGUAGE FUND$8,200
UNIVERSITY OF ROCHESTER$6,000
ROSIE'S PLACE$4,900
TRICKLE UP$4,900
PINE STREET INN INC$4,900
THE GREATER BOSTON FOOD BANK$4,900
WASHINGTON TRAILS ASSOCIATION$4,900
NE CENTER & HOME FOR VETERANS$4,900
BOSTON SYMPHONY ORCHESTRA$4,000
BOSTON UNIVERSITY$3,000
SUSAN B ANTHONY MUSEUM$3,000
BIKE WORKS SEATTLE$1,600
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 (FY20–21, $10k) land where the poverty rate runs at 16%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%PINE STREET INN INC: $5k → 16%PINE STREET INN INC: $5k → 16%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.

91%of every dollar goes to organizations it has funded before.
$124k · 10 repeat orgs$13k to everyone else

Grantees it renews have grown median revenue +36% since the first grant, against +25% for those funded once.

10 repeat relationships: 10 still active in FY2021, 0 since wound down; 2 grantees were first funded in FY2021 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

10
2

Total granted

$124k
$7k

Median revenue growth · since first grant

+36%
+25%

Still filing today

80%
50%

New vs renewed · share of each year

In FY2021, 91% of grant dollars renewed an existing relationship; $7k went to new ones.

50%100%’20’21
RenewedFirst-time

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

’20’21
Arts & CultureEducationCommunity ImprovementHuman ServicesHousing & ShelterRecreation & SportsOther
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

  • TRUSTEES OF BOSTON UNIVERSITY
    2× · 2020–2021 · $33k · revenue +34%
  • EL
    ENDANGERED LANGUAGE FUND
    2× · 2020–2021 · $16k · revenue +22%
  • UNIVERSITY OF ROCHESTER
    2× · 2020–2021 · $12k · revenue +55%

Funded once

  • UO
    UNIVERSTY OF KANSAS SCHOOL OF MUSIC
    one grant, 2020 · $5k
  • LL
    LENOX LIBRARY ASSOCIATIONgraduated
    one grant, 2020 · $2k · revenue +25%
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
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
2
Massachusetts Institute of Technology

The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.

Education
3
Lowell Observatory

The mission of lowell observatory is to pursue the study of astronomy, especially the study of our solar system and its evolution; to conduct pure research in astronomical phenomena; and to maintain quality public education and outreach…

Science & Tech
4
Trustees of Tufts College

Education and Research

Education
5
Western New England University

Western new england university, a comprehensive private institution with a tradition of excellence in teaching and scholarship and a commitment to service, awards undergraduate, master's, and doctoral degrees in various departments from…

Education
6
Marine Biological Laboratory

The Marine Biological Laboratory (MBL) is a world-renowned center for biological discovery and training that is notably affiliated with more than 60 Nobel Prize winners. Research is conducted by full-time faculty as well as hundreds of the…

Science & Tech
7
Trustees of the Public Library of the City of Boston

The Boston Public Library provides educational and cultural enrichment free to all by engaging the public through programming and active spaces, restoring and preserving our history, providing access to borrow from our vast collection of…

Education
8
Bentley University

Organization's mission bentley university believes good business can impact more than the bottom line - it can change the world. bentley is a community of future business leaders who will deliver value in the marketplace and lasting…

Education
9
Worcester Polytechnic Institute

Wpi transforms lives, turns knowledge into action to confront global challenges, and revolutionizes stem through distinctive and inclusive education, projects and research. (http://www.wpi.edu/about/mission.html)

—
10
Trustees of Boston College

Mission strengthened by more than a century and a half of dedication to academic excellence, boston college commits itself to the highest standards of teaching and research in undergraduate, graduate and professional programs and to the…

Education
11
Lehigh University

The university's goal in the coming decade is to advance learning through the integration of teaching, research and service to others. the core of this goal is to prepare graduates to engage with the world and lead lives of meaning. to do…

Education
12
The George Washington University

The mission of the george washington university (gw) is to educate individuals in liberal arts, languages, sciences, learned professions, and other courses and subjects of study, and to conduct scholarly research and publish the findings…

Education
How this is measured
The grantee most central to the portfolio’s shape is Lenox Library Association; the most unlike its peers is Boston Symphony Orchestra 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

11 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. 11 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)
0
Early backer (in before they grew)
11/11
Grantees still filing
10/11
Grew since first funded

Where the money sits, by cause and then by grantee

TRUSTEES OF BOSTON UNIVERSITY: $33,000 · OtherTRUSTEES OF BOSTON UNIVERSITYNE CENTER & HOME FOR VETERANS: $9,800 · OtherNE CENTER & HOME FOR VETERANSGREATER BOSTON FOOD BANK INC: $9,800 · OtherGREATER BOSTON FOOD BANK INCSUSAN B ANTHONY MUSEUM: $6,000 · OtherSUSAN B ANTHONY MUSEUMUNIVERSTY OF KANSAS SCHOOL OF MUSIC: $4,900 · OtherUNIVERSTY OF KANSAS SCHOOL OF MUSICWASHINGTON TRAILS ASSOCIATION: $4,900 · OtherWASHINGTON TRAILS ASSOCIATIONENDANGERED LANGUAGE FUND: $16,400 · Arts & CultureENDANGERED LANGUAGE …BOSTON SYMPHONY ORCHESTRA INC: $8,000 · Arts & CultureBOSTON SYMPHONY ORCH…UNIVERSITY OF ROCHESTER: $12,000 · EducationUNIVERSITY …LENOX LIBRARY ASSOCIATION: $1,600 · EducationLENOX LIBRA…TRICKLE UP PROGRAM INC: $9,800 · Community ImprovementPINE STREET INN INC: $9,800 · Human ServicesROSIE'S PLACE INC: $9,800 · Housing & ShelterBike Works Seattle: $1,600 · Recreation & Sports
Other$68,400Arts & Culture$24,400Education$13,600Community Improvement$9,800Human Services$9,800Housing & Shelter$9,800Recreation & Sports$1,600

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

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetTRUSTEES OF BOSTON UNIVERSITY: $33,000 over 2y, 0.0% of budgetENDANGERED LANGUAGE FUND: $16,400 over 2y, 3.0% of budgetUNIVERSITY OF ROCHESTER: $12,000 over 2y, 0.0% of budgetTRICKLE UP PROGRAM INC: $9,800 over 2y, 0.1% of budgetPINE STREET INN INC: $9,800 over 2y, 0.0% of budgetROSIE'S PLACE INC: $9,800 over 2y, 0.0% of budgetGREATER BOSTON FOOD BANK INC: $9,800 over 2y, 0.0% of budgetBOSTON SYMPHONY ORCHESTRA INC: $8,000 over 2y, 0.0% of budgetWASHINGTON TRAILS ASSOCIATION: $4,900 over 1y, 0.1% of budgetLENOX LIBRARY ASSOCIATION: $1,600 over 1y, 0.6% of budgetBike Works Seattle: $1,600 over 1y, 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.

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.

Donor Advised Charitable Giving IncCO7.3× affinity4 shared granteesties to 2 of 2Hover any node to trace its alignments.Compare side by side →

Open a dossier: Donor Advised Charitable Giving 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 Clovelly Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Clovelly Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%0%1%3%5%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 11%
  • Greater Boston Food Bank Inc: 22% of income from government
  • Trustees of Boston University: 12% of income from government
  • Pine Street Inn Inc: 11% of income from government
  • Boston Symphony Orchestra Inc: 0% of income from government
  • Rosie's Place Inc: 0% of income from government
no gov moneyreceives it· size = income
1get 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
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 2021, released 2021. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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