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· Private foundation

Fidelity Stewards 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.

$475k
Granted FY2025still arriving
9
Grants FY2025still arriving
4
States reached
$300k
Largest

Read this first · the figures below need context

63% of Fidelity Stewards Fund’s FY2025 grant dollars went to Barnabas Foundation, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2025 names 5 organizations directly, so a portfolio cannot be read from it.

Organizations named directly on the return

5
’20
5
’21
5
’22
5
’23
5
’24
5
’25

Amber years are those where most dollars went to a sponsor.

01What it funds
0182% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2025.

Religion$1.2MPhilanthropy$865kHousing & Shelter$265kHuman Services$117kOther$0
02FY2025 · 9 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • $10k–50k8 grants · $175k
  • $250k+1 grant · $300k
$20,000
Median grant
4
States reached
$10M
Total assets
Largest grants
RecipientAmount
Barnabas Foundation$300,000
Kalamazoo Gospel Mission$40,000
Family Talk$30,000
Individual grant recipient$30,000
Exodus Place$20,000
Wings of God Transitional Housing$20,000
Mel Trotter Ministries$15,000
Individual grant recipient$10,000
Lighthouse Ministries Inc$10,000
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 (FY20–25) land where the poverty rate runs at 10%, against an area that typically sits at 9%. 41% of its dollars go to grantees based in above-average-need neighborhoods. Its grants spread fairly evenly across need levels.

area typical 9%Lighthouse Ministries: $20k → 16%Reach The Forgotten: $10k → 11%Alternatives of Kalamazoo: $30k → 12%Wings of God Transitional Housing: $20k → 14%Focus on the Family: $15k → 9%Barnabas Foundation: $300k → 7%lighthouse Ministries: $15k → 16%Reach The Forgotten: $10k → 11%Alternatives of Kalamazoo: $30k → 12%Wings of God Transitional Housing: $20k → 14%Focus on the Family: $15k → 9%Barnabas Foundation: $195k → 7%Lighthouse Ministries Inc: $10k → 16%Heritage Reformed Presbrterian Chur: $35k → 11%Alternatives of Kalamazoo: $30k → 12%Wings of God Transitional Housing: $20k → 14%Focus on the Family: $15k → 9%Barnabas Foundation: $88k → 7%Lighthouse Ministries Inc: $10k → 16%Exodus Place: $20k → 11%Alternatives of Kalamazoo: $15k → 12%Wings of God Transitional Housing: $20k → 14%Focus on the Family: $10k → 9%Barnabas Foundation: $70k → 7%Exodus Place: $20k → 11%Alternatives of Kalamazoo: $15k → 12%Wings of God Transitional Housing: $20k → 14%Family Talk: $40k → 9%Barnabas Foundation: $45k → 7%Mel Trotter Ministries: $20k → 11%Alternatives of Kalamazoo: $15k → 12%Wings of God Transitional Housing: $20k → 14%Family Talk: $40k → 9%Barnabas Foundation: $15k → 7%Mel Trotter Ministries: $20k → 11%Kalamazoo Gospel Mission: $40k → 12%Family Talk: $40k → 9%Mel trotter Ministries: $20k → 11%Kalamazoo Gospel Mission: $40k → 12%Family Talk: $30k → 9%Mel Trotter Ministries: $15k → 11%Kalamazoo Gospel Mission: $30k → 12%Family Talk: $30k → 9%Mel Trotter Ministries: $15k → 11%Kalamazoo Gospel Mission: $25k → 12%Family Talk: $30k → 9%Mel Trotter Ministries: $15k → 11%KAlamazoo Gospel Mission: $15k → 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.

85%of every dollar goes to organizations it has funded before.
$922k · 10 repeat orgs$169k to everyone else

10 repeat relationships: 8 still active in FY2025, 2 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

10
47

Total granted

$922k
$169k

Still filing today

40%
0%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’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

  • DJ
    Dr James Dobson Family Institute
    6× · 2020–2025 · $210k · revenue +25%
  • MT
    MEL TROTTER MINISTRIES
    6× · 2020–2025 · $105k · revenue +41%
  • EP
    EXODUS PLACE
    2× · 2024–2025 · $40k · revenue +9%

Funded once

  • IG
    Individual grant recipient
    2× · 2023–2024 · $40k
  • HR
    Heritage Reformed Presbrterian Chur
    one grant, 2021 · $35k
  • EG
    E Ga
    one grant, 2023 · $3k
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
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 59 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)
5/6
Grantees still filing
4/6
Grew since first funded

Where the money sits, by cause and then by grantee

Barnabas Foundation: $712,680 · ReligionBarnabas FoundationDr James Dobson Family Institute: $210,000 · ReligionDr James Dobson Family InstituteLIGHTHOUSE MINISTRIES INC: $75,000 · ReligionLIGHTHOUSE MINISTRIES INCFIDELITY INVESTMENTS CHARITABLE GIFT FUND: $863,000 · Community ImprovementFIDELITY INVESTMENTS CHARITABLE GIFT…KALAMAZOO GOSPEL MISSION: $160,000 · OtherKALAMAZOO GOSPEL MISSIONIndividual grant recipient: $135,000 · OtherIndividual grant recipientWings of God Transitional Housing: $120,000 · OtherWings of God Transitional HousingMEL TROTTER MINISTRIES: $105,000 · OtherMEL TROTTER MINISTRIESFOCUS ON THE FAMILY: $55,000 · OtherFOCUS ON THE FAMILYIndividual grant recipient: $40,000 · OtherEXODUS PLACE: $40,000 · OtherHeritage Reformed Presbrterian Chur: $35,320 · Other+47 more: $115,274 · Other+47 more
Religion$997,680Community Improvement$863,000Other$805,594

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 budgetFIDELITY INVESTMENTS CHARITABLE GIFT FUND: $863,000 over 5y, 0.0% of budgetDr James Dobson Family Institute: $210,000 over 6y, 0.5% of budgetMEL TROTTER MINISTRIES: $105,000 over 6y, 0.1% of budgetLIGHTHOUSE MINISTRIES INC: $75,000 over 6y, 0.3% of budgetEXODUS PLACE: $40,000 over 2y, 1.3% 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 FIDELITY INVESTMENTS CHARITABLE GIFT FUND ↗
  • Who funds Barnabas Foundation ↗
  • Who funds Dr James Dobson Family Institute ↗
  • Who funds MEL TROTTER MINISTRIES ↗
  • Who funds LIGHTHOUSE MINISTRIES INC ↗
  • Who funds EXODUS PLACE ↗

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.

Natl Christian Charitable Fdn IncGA11.1× affinity5 shared granteesties to 3 of 3Hover any node to trace its alignments.Compare side by side →

Open a dossier: Natl Christian Charitable Fdn Inc · 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 Fidelity Stewards Fund funds: left to right is the share of its income from government, bottom to top the share from Fidelity Stewards Fund. Bigger dots raise more.

2025
’20’21’22’23’24’25
no gov · 10%0%1%3%5%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →
    no gov moneyreceives it· size = income
    1get 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 · 0–5%
    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.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Fidelity Stewards Fund?

    Find your warmest path to Fidelity Stewards Fund through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    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 59 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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