· Private foundation
Forward Vision
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.
Read this first · the figures below need context
73% of Forward Vision’s FY2024 grant dollars went to Fidelity Investments Charitable Gift Fund, not to grantees.
Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2024 names 25 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2017, the last year Forward Vision named its own grantees at scale: 10 organizations, $2M. It is dated, not current.
Organizations named directly on the return
Amber years are those where most dollars went to a sponsor.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2017–2024.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2017
- Under $10k4 grants · $19k
- $10k–50k4 grants · $48k
- $50k–250k5 grants · $694k
- $250k+2 grants · $779k
| Recipient | Amount |
|---|---|
| GEORGETOWN UNIVERSITY | $526,853 |
| ROBIN HOOD FOUNDATION | $252,500 |
| FIDELITY CHARITABLE GIFT FUND | $194,200 |
| SANTA FE INSTITUTE | $150,000 |
| HARVARD LAW SCHOOL | $150,000 |
| FRIENDS OF SCARSDALE LIBRARY | $100,000 |
| THIRD WAY INSTITUTE | $100,000 |
| THE ACCELERATION PROJECT INC | $15,000 |
| SCARSDALE SCHOOLS EDUCATION FOUNDATION | $12,500 |
| HARVARD UNIVERSITY KENNEDY SCHOOL OF GOVERNMENT | $10,000 |
| YALE UNIVERSITY | $10,000 |
| REGIONAL PLAN ASSOCIATION | $9,740 |
| MARYMOUNT MANHATTAN COLLEGE | $7,600 |
| ALZHEIMER'S ASSOCIATION | $1,000 |
| EVERY MOTHER COUNTS | $1,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY18–24, $304k) land where the poverty rate runs at 10%, against an area that typically sits at 11%. 17% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
Which US states your grants reach
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +47% since the first grant, against 0% for the ones you funded once.
21 repeat relationships — 12 still active in FY2017, 9 since wound down; 38 grantees were first funded in FY2017 (too recent to call). Read against FY2017, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 69% of grant dollars renewed an existing relationship; $111k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). 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
- RHROBIN HOOD FOUNDATION4× · 2017–2020 · $1.0M · revenue +49%
GEORGETOWN UNIVERSITY4× · 2017–2022 · $542k · revenue +47%- TWTHIRD WAY INSTITUTE5× · 2017–2021 · $500k · revenue +81%
Funded once
CITY HARVEST INCone grant, 2020 · $50k · revenue +3%- CICATO INSTITUTEone grant, 2024 · $30k · revenue -13%
- MAMAROON AND WHITE INCone grant, 2019 · $10k · revenue -76%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.
Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.
Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.
Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.
Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.
Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.
To educate students to be ethical and socially responsible leaders in a global community.
Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.
Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.
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…
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.
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…
For reference, the grantee most central to the portfolio’s shape is Groundwork Hudson Valley Inc and the most unlike its peers is Stratton Mountain Volunteer Fire Co Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.
Your grantees are a median of 38 years old; the field is 16. You back the established end — and your money leans older still.
The field is 22% startups (under 5 years old) — 5% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 13% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
42 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 42 of the 60 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds FIDELITY INVESTMENTS CHARITABLE GIFT FUND ↗
- Who funds ROBIN HOOD FOUNDATION ↗
- Who funds GEORGETOWN UNIVERSITY ↗
- Who funds THIRD WAY INSTITUTE ↗
- Who funds THE ACCELERATION PROJECT INC ↗
- Who funds SANTA FE INSTITUTE ↗
- Who funds THE TANZANIAN CHILDRENS FUND INC ↗
- Who funds FRIENDS OF THE SCARSDALE LIBRARY INC ↗
- Who funds REGIONAL PLAN ASSOCIATION INC ↗
- Who funds White Plains Hospital Medical Center ↗
- Who funds CITY HARVEST INC ↗
- Who funds THE SCARSDALE SCHOOLS EDUCATION FOUNDATION ↗
- Who funds THE CHILDREN'S AID SOCIETY ↗
- Who funds CATO INSTITUTE ↗
- Who funds CENTRE FOR SOCIAL INNOVATION NYC INC ↗
- Who funds SCARSDALE FOUNDATION ↗
- Who funds MAROON AND WHITE INC ↗
- Who funds BACKYARD SPORTS CARES INC ↗
- Who funds CIRCLE THE CITY ↗
- Who funds WOMEN IN NEED INC ↗
- Who funds THE WOMEN'S BOND CLUB OF NEW YORK ↗
- Who funds MARYMOUNT MANHATTAN COLLEGE ↗
- Who funds NATIONAL EATING DISORDERS ASSOCIATION ↗
- Who funds PAN-MASSACHUSETTS CHALLENGE INC ↗
- Who funds THE REASON FOUNDATION ↗
- Who funds FOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSION INC ↗
- Who funds Mercatus Center Inc ↗
- Who funds SHED NYC INC ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: Jewish Communal Fund · Charles S Raizen Foundation Inc · The V & L Marx Foundation · Siegel Family Endowment · The Goldman Sachs Charitable Gift Fund · The Milton Pollack Family Foundation Inc C/O Stephanie Miller · The Rosalie Katz Family Foundation Inc · The New York Community Trust · Plm Foundation Philip L Milstein Trustee · Morgan Stanley Global Impact Funding Trust Inc · National Philanthropic Trust · Gs Donor Advised Philanthropy Fund for Wealth Management Inc
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization Forward Vision funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
- Pan-Massachusetts Challenge Inc — 0% of income from government
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 your grant caused the public funding. Coverage is precision-first — a floor, not 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 12–24 months.
Warm introductions · Powered by PlinthPlus
How do I get to Forward Vision?
Find your warmest path to Forward Vision 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.