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Dorset Charitable Trust at a glance

· Private foundation

Dorset Charitable Trust

Its FY2019 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$5.1M
Granted FY2019
62
Grants FY2019
12
States reached
$1.6M
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0197% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2019.

Philanthropy$4.8MEducation$252kYouth Development$183kHealth$129kReligion$128kAnimals$123kHuman Services$58kInternational$43kOther$0
02FY2019 · 62 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2019

  • Under $10k49 grants · $132k
  • $10k–50k7 grants · $100k
  • $50k–250k3 grants · $219k
  • $250k+3 grants · $4.7M
$2,500
Median grant
12
States reached
$0
Total assets
Largest grants
RecipientAmount
EBERLY FAMILY CHARITABLE FUND$1,564,141
J R DOEHRMAN FAMILY CHARITABLE FUND$1,564,038
HAENEL FAMILY CHARITABLE FUND$1,564,038
BOYS AND GIRLS CLUB OF FORT WAYNE$93,500
RESCUE MISSION$65,000
CULVER ACADEMIES$60,000
COMMUNITY FOUNDATION OF COLLIER COUNTY$30,000
EPISCOPAL CHURCH OF THE TRANSFIGURATION$20,000
BOARD OF VISITORS$10,000
CAMPUS OUTREACH$10,000
BARROW NEUROLOGICAL FOUNDATION$10,000
SAMARATIN'S PURSE$10,000
EMMANUEL COMMUNITY CHURCH$10,000
STAR 883 CHRISTIAN RADIO$6,000
BIG BROTHERS BIG SISTERS OF NAPLES$6,000
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 (FY17–19, $37k) land where the poverty rate runs at 12%, against an area that typically sits at 9%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%PAWS ASSISTANCE DOGS: $1k → 10%GUARDIAN ANGELS MEDICAL SERVICE DOGS: $3k → 16%PAWS ASSISTANCE DOGS: $1k → 10%GUARDIAN ANGELS MEDICAL SERVICE DOGS: $3k → 16%GUARDIAN ANGELS MEDICAL SERVICE DOGS: $3k → 16%PAWS ASSISTANCE DOGS: $1k → 10%YWCA NORTHEAST INDIANA: $6k → 12%GRACE PLACE FOR CHILDREN & FAMILIES: $2k → 10%GRACE PLACE FOR CHILDREN & FAMILIES: $2k → 10%GRACE PLACE FOR CHILDREN & FAMILIES: $2k → 10%AVOW HOSPICE: $1k → 10%AVOW HOSPICE: $1k → 10%YWCA NORTHEAST INDIANA: $1k → 12%AVOW HOSPICE: $1k → 10%YWCA NORTHEAST INDIANA: $1k → 12%SCAN: $2k → 12%SCAN: $2k → 12%SCAN: $2k → 12%YMCA OF GREATER FORT WAYNE: $1k → 12%YMCA OF GREATER FORT WAYNE: $1k → 12%YMCA OF GREATER FORT WAYNE: $1k → 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.

Which US states its grants reach

WA
IL
MI
IN
CA
CO
MO
VA
AZ
NC
DC
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.

16%of every dollar goes to organizations it has funded before.
$919k · 55 repeat orgs$4.8M to everyone else

55 repeat relationships: 53 still active in FY2019, 2 since wound down; 7 grantees were first funded in FY2019 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

55
5

Total granted

$919k
$97k

Median revenue growth · since first grant

+47%
+65%

Still filing today

58%
40%

New vs renewed · share of each year

In FY2019, 8% of grant dollars renewed an existing relationship; $4.7M went to new ones.

50%100%’17’18’19
RenewedFirst-time

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

’17’18’19
HealthHuman ServicesArts & CultureRecreation & SportsPublic BenefitEnvironmentOther
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

  • Culver Educational Foundation
    3× · 2017–2019 · $100k · revenue +73%
  • TB
    THE BOARD OF VISITORS
    3× · 2017–2019 · $30k · revenue +23%
  • BN
    BARROW NEUROLOGICAL FOUNDATION
    3× · 2017–2019 · $30k · revenue +100%

Funded once

  • CS
    CANTERBURY SCHOOL INC
    one grant, 2017 · $60k · revenue -3%
  • XC
    XAVIER COLLEGE PREPARATORY ROMAN CATHOLIC HIGH SCHOOL PHOENIX
    one grant, 2017 · $25k
  • CC
    COVENANT CHURCH OF NAPLES
    one grant, 2017 · $10k
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
University Family Physicians Inc

Engage actively and continuously in medical research, education and training in the practice of medicine in conjunction with the department of family medicine of the indiana university school of medicine and indiana university…

—
2
Central Indiana Corporate Partnership Inc

Central indiana corporate partnership (cicp) is an alliance of indiana's business and research university leaders coming together to foster long-term prosperity for the region. cicp's mission is to transform the economy of indiana in order…

Community Improvement
3
Union Hospital Inc

We exist to serve our patients with compassionate health care of the highest quality.

Health
4
Union Health System

To serve our communities by provding innovative and compassionate healthcare.

Health
5
Indiana University Health West Hospital Inc

Lead the transformation of healthcare through quality, innovation & education, and make Indiana one of the nation's healthiest states.

Health
6
Indiana University Health Ball Memorial Hospital Foundation Inc

Benefit, perform, and carry out the charitable, educational, and other exempt purposes of indiana university health ball memorial hospital, inc. ("iu health ball memorial hospital") and related organizations, and to support activities…

—
7
Indiana University Health North Hospital Inc

Lead the transformation of healthcare through quality, innovation & education, and make Indiana one of the nation's healthiest states.

Health
8
Lafayette General Health System Inc

The organization was organized for the benefit and support of its related 501(c)(3) health care entities which provide medical care to restore, maintain and improve the health of the community in which it serves.

Health
9
Arc of Wabash County Inc

The mission of arc of wabash county, inc. is to challenge, empower, and support individuals with disabilities to reach their highest level of independence. arc of wabash is dedicated to: 1) preserve, protect, and promote the dignity of…

Human Services
10
Trinity Health - Michigan

We, trinity health-michigan and trinity health, serve together in the spirit of the gospel as a compassionate and transforming healing presence within our communities. trinity health-michigan is a member of trinity health.

Health
11
Four County Comprehensive Mental Health Center Inc

Dedicated to holistic care given with compassion, respect, acceptance and hope. achieving emotional well being and independence.

Health
12
Indiana University Health Foundation Inc

Indiana university health foundation leverages the power of philanthropy to support the iu health goal of making indiana one of the healthiest states in the nation.

Health
How this is measured
The grantee most central to the portfolio’s shape is Turnstone Center for Children & Adults With Disabilities Inc; the most unlike its peers is Samaritan's Purse. 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

41 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. 41 of the 69 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)
12
Early backer (in before they grew)
39/41
Grantees still filing
30/41
Grew since first funded

Where the money sits, by cause and then by grantee

EBERLY FAMILY CHARITABLE FUND: $1,564,141 · OtherEBERLY FAMILY CHARITABLE FUNDJ R DOEHRMAN FAMILY CHARITABLE FUND: $1,564,038 · OtherJ R DOEHRMAN FAMILY CHARITABLE FUNDHAENEL FAMILY CHARITABLE FUND: $1,564,038 · OtherHAENEL FAMILY CHARITABLE FUND+41 more: $563,000 · Other+41 moreBOYS & GIRLS CLUBS OF NORTHEAST IND: $160,500 · Youth DevelopmentErins House for Grieving Children Inc: $9,000 · Youth DevelopmentCulver Educational Foundation: $100,000 · EducationCANTERBURY SCHOOL INC: $60,000 · EducationTHE BOARD OF VISITORS: $30,000 · HealthBARROW NEUROLOGICAL FOUNDATION: $30,000 · HealthMCLAREN NORTHERN MICHIGAN FOUNDATION: $15,000 · HealthHOPE PREGNANCY CENTER DBA HOPE CENTER: $12,000 · HealthStarting Hearts: $7,500 · HealthTURNSTONE CENTER FOR CHILDREN & ADULTS WITH DISABILITIES INC: $7,500 · HealthMATTHEW 25 INC: $7,500 · HealthFORT WAYNE CLUBHOUSE INC: $6,000 · Health+1 more: $3,000 · HealthYWCA NORTHEAST INDIANA INC: $8,000 · Human ServicesGUARDIAN ANGELS MEDICAL SERVICE DOGS INC: $7,500 · Human ServicesGRACE PLACE FOR CHILDREN AND FAMILIES INC: $6,000 · Human ServicesIRIS FAMILY SUPPORT CENTER INC: $6,000 · Human ServicesMETROPOLITAN YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER FORT WAYNE: $3,000 · Human ServicesAVOW Hospice Inc: $3,000 · Human ServicesGolden PAWS Assistance Dogs Inc: $3,000 · Human ServicesLittle Traverse Conservancy Inc: $27,000 · EnvironmentTIP OF THE MITT WATERSHED COUNCIL: $1,000 · EnvironmentARTIS-NAPLES INC: $12,000 · Arts & CultureVAIL PERFORMING ARTS ACADEMY: $10,000 · Arts & CultureINTERNATIONAL NETWORK OF CREATIVES: $1,000 · Arts & Culture
Other$5,255,217Youth Development$169,500Education$160,000Health$118,500Human Services$36,500Environment$28,000Arts & Culture$23,000

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 budgetBOYS & GIRLS CLUBS OF NORTHEAST IND: $160,500 over 3y, 2.8% of budgetCulver Educational Foundation: $100,000 over 3y, 0.1% of budgetCANTERBURY SCHOOL INC: $60,000 over 1y, 0.3% of budgetCOLLIER COMMUNITY FOUNDATION INC: $60,000 over 3y, 0.1% of budgetTHE BOARD OF VISITORS: $30,000 over 3y, 0.8% of budgetBARROW NEUROLOGICAL FOUNDATION: $30,000 over 3y, 0.0% of budgetLittle Traverse Conservancy Inc: $27,000 over 3y, 0.4% of budgetSAMARITAN'S PURSE: $20,000 over 2y, 0.0% of budgetMCLAREN NORTHERN MICHIGAN FOUNDATION: $15,000 over 3y, 0.1% of budgetVERA BRADLEY FOUNDATION FOR BREAST CANCER INC: $15,000 over 3y, 0.2% of budgetWORLD VISION INC: $15,000 over 3y, 0.0% of budgetARTIS-NAPLES INC: $12,000 over 3y, 0.0% of budgetHOPE PREGNANCY CENTER DBA HOPE CENTER: $12,000 over 3y, 3.5% of budgetROUNDUP RIVER RANCH: $10,000 over 2y, 0.1% of budgetVAIL PERFORMING ARTS ACADEMY: $10,000 over 2y, 1.7% of budgetErins House for Grieving Children Inc: $9,000 over 3y, 0.3% of budgetYWCA NORTHEAST INDIANA INC: $8,000 over 3y, 0.3% of budgetStarting Hearts: $7,500 over 3y, 0.7% of budgetGUARDIAN ANGELS MEDICAL SERVICE DOGS INC: $7,500 over 3y, 0.1% of budgetAmericans United for Life Inc: $7,500 over 3y, 0.1% of budgetCOMMUNITY HARVEST FOOD BANK OF NORTHEAST INDIANA INC: $7,500 over 3y, 0.0% of budgetTURNSTONE CENTER FOR CHILDREN & ADULTS WITH DISABILITIES INC: $7,500 over 3y, 0.1% of budgetJUDICIAL WATCH INC: $7,500 over 3y, 0.0% of budgetMATTHEW 25 INC: $7,500 over 3y, 0.0% of budgetBRIGHT FUTURE FOUNDATION FOR EAGLE COUNTY: $7,500 over 3y, 0.2% of budgetGRACE PLACE FOR CHILDREN AND FAMILIES INC: $6,000 over 3y, 0.1% of budgetFORT WAYNE CLUBHOUSE INC: $6,000 over 3y, 0.4% of budgetIRIS FAMILY SUPPORT CENTER INC: $6,000 over 3y, 0.0% of budgetPROTECTION OF RIGHTS ALLIANCE FOUNDATION: $5,000 over 1y, 1.4% of budgetWorld Class Accessibility Foundation: $5,000 over 2y, 1.8% of budgetMETROPOLITAN YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER FORT WAYNE: $3,000 over 3y, 0.0% of budgetAVOW Hospice Inc: $3,000 over 3y, 0.0% of budgetGolden PAWS Assistance Dogs Inc: $3,000 over 3y, 0.1% of budgetCOLORADO WEST REGIONAL MENTAL HEALTH INC: $3,000 over 3y, 0.0% of budgetHARBOR HALL FOUNDATION: $3,000 over 3y, 0.2% of budgetFORT WAYNE TRAILS INC: $2,000 over 2y, 0.3% of budgetINTERNATIONAL NETWORK OF CREATIVES: $1,000 over 1y, 0.7% of budgetYOUTHPOWER365: $1,000 over 1y, 0.0% of budgetSAINT ANN SCHOOL FOUNDATION INC: $1,000 over 1y, 0.2% of budgetTIP OF THE MITT WATERSHED COUNCIL: $1,000 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.

  • Who funds BOYS & GIRLS CLUBS OF NORTHEAST IND ↗
  • Who funds Culver Educational Foundation ↗
  • Who funds CANTERBURY SCHOOL INC ↗
  • Who funds COLLIER COMMUNITY FOUNDATION INC ↗
  • Who funds THE BOARD OF VISITORS ↗
  • Who funds BARROW NEUROLOGICAL FOUNDATION ↗
  • Who funds Little Traverse Conservancy Inc ↗
  • Who funds SAMARITAN'S PURSE ↗
  • Who funds MCLAREN NORTHERN MICHIGAN FOUNDATION ↗
  • Who funds VERA BRADLEY FOUNDATION FOR BREAST CANCER INC ↗
  • Who funds WORLD VISION INC ↗
  • Who funds ARTIS-NAPLES INC ↗
  • Who funds HOPE PREGNANCY CENTER DBA HOPE CENTER ↗
  • Who funds ROUNDUP RIVER RANCH ↗
  • Who funds VAIL PERFORMING ARTS ACADEMY ↗
  • Who funds Erins House for Grieving Children Inc ↗
  • Who funds YWCA NORTHEAST INDIANA INC ↗
  • Who funds Starting Hearts ↗
  • Who funds GUARDIAN ANGELS MEDICAL SERVICE DOGS INC ↗
  • Who funds Americans United for Life Inc ↗
  • Who funds COMMUNITY HARVEST FOOD BANK OF NORTHEAST INDIANA INC ↗
  • Who funds TURNSTONE CENTER FOR CHILDREN & ADULTS WITH DISABILITIES INC ↗
  • Who funds JUDICIAL WATCH 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.

Edward M Wilson Found…Dr Louis a and Anne B…English-Bonter-Mitche…The Waterfield Founda…Community Foundation …Lincoln Financial Fou…Howard P Arnold Found…Parkview Health Syste…Edward D & Ione Auer …Kuhne Charles Char Fd…McMillen Foundation I…Zollner Foundation
Edward M Wilson FoundationPA28.3× affinity11 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Edward M Wilson Foundation · Dr Louis a and Anne B Schneider Fdn · English-Bonter-Mitchell Fdn · The Waterfield Foundation Inc · Community Foundation of Greater Fort Wayne Inc · Lincoln Financial Foundation Inc · Howard P Arnold Foundation Inc · Parkview Health System Inc · Edward D & Ione Auer Foundation Monarch Capital David Meyer Trustee · Kuhne Charles Char Fdn T-W Main · McMillen Foundation Inc · Zollner 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 Dorset Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Dorset Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 20%0%1%3%5%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 0%
  • Avow Hospice Inc: 0% of income from government
no gov moneyreceives it· size = income
2get no government money at all
11report 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 69 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 2019, released 2019. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Dorset’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