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· Private foundation

Dumbarton Foundation Co Joan L Apisa Cpa

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.

$92k
Granted FY2024still arriving
11
Grants FY2024still arriving
5
States reached
$35k
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, FY2018 to 2024.

Education$442kCommunity Improvement$62kReligion$49kArts & Culture$4kEnvironment$2kInternational$1k
02FY2024 · 11 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k8 grants · $20k
  • $10k–50k3 grants · $72k
$3,500
Median grant
5
States reached
$1.1M
Total assets
Largest grants
RecipientAmount
NEWARK ACADEMY$35,000
CHATHAM FUND OF THE CAPE COD FOUNDA$22,000
SYRACUSE UNIVERSITY$15,000
ST CHRISTOPHERS EPISCOPAL CHURCH$5,000
ST JOHNS EPISCOPAL CHURCH$4,000
MANHATTANVILLE UNIVERSITY$3,500
AMHERST COLLEGE$2,500
FRIENDS OF CHATHAM WATERWAYS$2,000
AUSCHWITZ INST FOR PREVENTION OF GE$1,000
CHATHAM ORPHEUM THEATER$1,000
SKYLARK VOCAL ENSEMBLE$1,000
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:

Dollar for dollar, its grants (FY18–24) land where the poverty rate runs at 12%, against an area that typically sits at 9%. 79% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%CHATHAM FUND OF THE CAPE COD FOUNDA: $22k → 8%AMHERST COLLEGE: $3k → 12%MANHATTANVILLE UNIVERSITY: $4k → 9%SYRACUSE UNIVERSITY: $50k → 14%AUSCHWITZ INST FOR PREVENTION OF GE: $1k → 17%SKYLARK VOCAL ENSEMBLE: $1k → 13%NEWARK ACADEMY: $38k → 16%ST JOHNS EPISCOPAL CHURCH: $5k → 5%BATES COLLEGE: $60k → 13%THE CHATHAM FUND OF THE CAPE: $10k → 8%AMHERST COLLEGE: $3k → 12%MANHATTANVILLE UNIVERSITY: $4k → 9%SYRACUSE UNIVERSITY: $30k → 14%NEWARK ACADEMY: $35k → 16%ST JOHNS EPISCOPAL CHURCH: $5k → 5%BATES COLLEGE: $40k → 13%CHATHAM FUND OF THE CAPE COD FOUNDA: $10k → 8%SYRACUSE UNIVERSITY: $30k → 14%NEWARK ACADEMY: $30k → 16%ST JOHNS EPISCOPAL CHURCH: $5k → 5%BATES COLLEGE: $35k → 13%CHATHAM FUND OF THE CAPE COD FOUNDA: $10k → 8%SYRACUSE UNIVERSITY: $30k → 14%ST JOHNS EPISCOPAL CHURCH: $4k → 5%CHATHAM FUND OF THE CAPE COD FOUNDA: $10k → 8%SYRACUSE UNIVERSITY: $23k → 14%ST JOHNS EPISCOPAL CHURCH: $4k → 5%ST CHRISTOPHERS EPISCOPAL CHURCH: $7k → 8%SYRACUSE UNIVERSITY: $15k → 14%ST CHRISTOPHERS EPISCOPAL CHURCH: $5k → 8%SYRACUSE UNIVERSITY: $15k → 14%ST CHRISTOPHERS EPISCOPAL CHURCH: $5k → 8%ST CHRISTOPHERS EPISCOPAL CHURCH: $5k → 8%ST CHRISTOPHERS EPISCOPAL CHURCH: $4k → 8%FRIENDS OF CHATHAM WATERWAYS: $2k → 8%CHATHAM ORPHEUM THEATER: $2k → 8%CHATHAM ORPHEUM THEATER: $1k → 8%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.
04

Where the work is directed

The same grants placed two ways: where each recipient sits, and where its stated purpose sends the money.

About 11% of Dumbarton Foundation Co Joan L Apisa Cpa’s grant dollars are earmarked for a different county than the recipient’s own address.

Dumbarton Foundation Co Joan L Apisa Cpalessmore of its giving
Placed by recipient address · 12% directed abroad (not shown)
How this is measured
Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

97%of every dollar goes to organizations it has funded before.
$546k · 9 repeat orgs$14k to everyone else

9 repeat relationships: 8 still active in FY2024, 1 since wound down; 3 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

9
1

Total granted

$546k
$10k

Still filing today

67%
0%

New vs renewed · share of each year

In FY2024, 96% of grant dollars renewed an existing relationship; $4k went to new ones.

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

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

’18’19’20’21’22’23’24
EducationArts & CultureOther
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

  • SYRACUSE UNIVERSITY
    7× · 2018–2024 · $193k · revenue +40%
  • PRESIDENT AND TRUSTEES OF BATES COLLEGE
    3× · 2018–2023 · $135k · revenue +49%
  • NA
    NEWARK ACADEMY
    3× · 2020–2024 · $103k · revenue +38%

Funded once

  • TC
    THE CHATHAM FUND OF THE CAPE
    one grant, 2020 · $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 of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
2
Boston Architectural College

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

—
3
Mitchell College

Mitchell college educates students through a highly individualized educational approach that brings forward each student's potential, reveals their strengths, and fosters personal growth.

Education
4
Sarah Lawrence College

At sarah lawrence college, our mission is to graduate citizens of the world who are diverse in every definition of the word, who take intellectual and creative risks, and who are able to focus exceptional intellectual discipline (continued…

Education
5
Saint Anselm College

Saint anselm is a catholic, benedictine college providing all of its students a distinctive liberal arts education that incorporates opportunities for professional and career preparation. it does so in a learning community that encourages…

Education
6
Williams College

Williams College strives to achieve educational excellence by fostering a community of learning in collaboration with students, faculty, staff, devoted alumni and parents.

Education
7
Carleton College

See schedule o.founded in 1866, carleton college is a private, coeducational liberal arts college of 2,007 students located in the historic river town of northfield, minnesota. nationally recognized as the nation's top college for…

Education
8
Trustees of Dartmouth College

Dartmouth College educates the most promising students and prepares them for a lifetime of learning and of responsible leadership, through a faculty dedicated to teaching and the creation of knowledge.

Education
9
Dean College

Dean college is a private, residential new england college grounded in a culture and tradition that all students deserve the opportunity to discover and exceed their greatest aspirations. a personal and transformative community since 1865,…

Education
10
Manhattan University

Manhattan university is an independent catholic instituion of higher learning that embraces qualified men and women of all faiths, cultures, and traditions. the mission of manhattan university is to provide a contemporary, person-centered…

Education
11
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
12
Hampden-Sydney College

Since 1775, the mission of Hampden-Sydney College has been to form good men and good citizens in an atmosphere of sound learning.

Education
How this is measured
The grantee most central to the portfolio’s shape is Amherst College Trustees; the most unlike its peers is Skylark Vocal Ensemble Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
05the 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 13 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

SYRACUSE UNIVERSITY: $192,500 · EducationSYRACUSE UNIVERSITYPRESIDENT AND TRUSTEES OF BATES COLLEGE: $135,000 · EducationPRESIDENT AND TRUSTEES OF BATES COLLEGENEWARK ACADEMY: $102,500 · EducationNEWARK ACADEMY+2 more: $12,000 · EducationCHATHAM FUND OF THE CAPE COD FOUNDA: $52,000 · OtherCHATHAM FUND OF THE CAP…ST CHRISTOPHERS EPISCOPAL CHURCH: $26,000 · OtherST CHRISTOPHERS EPISCOP…ST JOHN'S EPISCOPAL CHURCH: $23,000 · OtherST JOHN'S EPISCOPAL CHU…THE CHATHAM FUND OF THE CAPE: $10,000 · OtherTHE CHATHAM FUND OF THE…+2 more: $3,000 · OtherTHE CHATHAM ORPHEUM THEATER INC: $2,500 · Arts & CultureSKYLARK VOCAL ENSEMBLE INC: $1,000 · Arts & Culture
Education$442,000Other$114,000Arts & Culture$3,500

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

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetSYRACUSE UNIVERSITY: $192,500 over 7y, 0.0% of budgetPRESIDENT AND TRUSTEES OF BATES COLLEGE: $135,000 over 3y, 0.0% of budgetNEWARK ACADEMY: $102,500 over 3y, 0.1% of budgetMANHATTANVILLE UNIVERSITY: $7,000 over 2y, 0.0% of budgetAMHERST COLLEGE TRUSTEES: $5,000 over 2y, 0.0% of budgetTHE CHATHAM ORPHEUM THEATER INC: $2,500 over 2y, 0.1% of budgetFRIENDS OF CHATHAM WATERWAYS INC: $2,000 over 1y, 5.4% of budgetSKYLARK VOCAL ENSEMBLE INC: $1,000 over 1y, 0.2% 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 SYRACUSE UNIVERSITY ↗
  • Who funds PRESIDENT AND TRUSTEES OF BATES COLLEGE ↗
  • Who funds NEWARK ACADEMY ↗
  • Who funds MANHATTANVILLE UNIVERSITY ↗
  • Who funds AMHERST COLLEGE TRUSTEES ↗
  • Who funds THE CHATHAM ORPHEUM THEATER INC ↗
  • Who funds FRIENDS OF CHATHAM WATERWAYS INC ↗
  • Who funds SKYLARK VOCAL ENSEMBLE 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.

National Philanthropic TrustPA9.2× affinity4 shared granteesties to 3 of 3Hover any node to trace its alignments.Compare side by side →

Open a dossier: National Philanthropic Trust · Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund

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 Dumbarton Foundation Co Joan L Apisa Cpa funds: left to right is the share of its income from government, bottom to top the share from Dumbarton Foundation Co Joan L Apisa Cpa. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 30%1%3%6%10%funder's share of their income ↑0%3%5%8%10%share of the org’s income from government →median 0%
  • Amherst College Trustees: 0% of income from government
no gov moneyreceives it· size = income
3get no government money at all
1report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–10%
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 13 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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