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· 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.

$1.5M
Granted FY2017
15
Grants FY2017
6
States reached
$527k
Largest

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

10
’17
10
’18
14
’19
8
’20
7
’21
7
’22
7
’23
25
’24

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

01What it funds
0198% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Philanthropy$6.4MEducation$2.3MCommunity Improvement$546kCivil Rights$505kScience & Tech$300kInternational$283kSocial Science$271kYouth Development$228kOther$0
02FY2017 · 15 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2017

  • Under $10k4 grants · $19k
  • $10k–50k4 grants · $48k
  • $50k–250k5 grants · $694k
  • $250k+2 grants · $779k
$15,000
Median grant
6
States reached
$23M
Total assets
Largest grants
RecipientAmount
GEORGETOWN UNIVERSITY$526,853
ROBIN HOOD FOUNDATION$252,500
FIDELITY CHARITABLE GIFT FUND$194,200
HARVARD LAW SCHOOL$150,000
SANTA FE INSTITUTE$150,000
THIRD WAY INSTITUTE$100,000
FRIENDS OF SCARSDALE LIBRARY$100,000
THE ACCELERATION PROJECT INC$15,000
SCARSDALE SCHOOLS EDUCATION FOUNDATION$12,500
YALE UNIVERSITY$10,000
HARVARD UNIVERSITY KENNEDY SCHOOL OF GOVERNMENT$10,000
REGIONAL PLAN ASSOCIATION$9,740
MARYMOUNT MANHATTAN COLLEGE$7,600
EVERY MOTHER COUNTS$1,000
ALZHEIMER'S ASSOCIATION$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:

Its 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. Its grants skew toward lower-need ZIPs.

area typical 11%CIRCLE THE CITY: $10k → 11%CHILDREN'S AID SOCIETY: $10k → 17%CHILDREN'S AID SOCIETY: $5k → 17%CHILDREN'S AID SOCIETY: $5k → 17%CHILDREN'S AID SOCIETY: $5k → 17%TANZANIAN CHILDREN'S FUND: $125k → 8%SCARSDALE EDGEMONT FAMILY COUNSELING: $1k → 9%CHILDREN'S AID SOCIETY: $5k → 17%TANZANIAN CHILDREN'S FUND: $125k → 8%CHILDREN'S AID SOCIETY: $3k → 17%WOMEN IN NEED INC (WIN): $10k → 17%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

VT
NY
MA
OH
PA
CT
CA
VA
AZ
NM
DC
TX
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.

96%of every dollar goes to organizations it has funded before.
$5.6M · 21 repeat orgs$230k to everyone else

Grantees it renews have grown median revenue +47% since the first grant, against 0% for those 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

Re-uppedFunded once

Organizations

21
38

Total granted

$5.6M
$230k

Median revenue growth · since first grant

+47%
0%

Still filing today

52%
74%

New vs renewed · share of each year

In FY2024, 69% of grant dollars renewed an existing relationship; $111k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

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

’17’18’19’20’21’22’23’24
EducationHuman ServicesPhilanthropyHealthCommunity ImprovementCivil RightsOther
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

  • RH
    ROBIN HOOD FOUNDATION
    4× · 2017–2020 · $1.0M · revenue +49%
  • GEORGETOWN UNIVERSITY
    4× · 2017–2022 · $542k · revenue +47%
  • TW
    THIRD WAY INSTITUTE
    5× · 2017–2021 · $500k · revenue +81%

Funded once

  • CITY HARVEST INC
    one grant, 2020 · $50k · revenue +3%
  • CI
    CATO INSTITUTE
    one grant, 2024 · $30k · revenue -13%
  • WOMEN IN NEED INC
    one grant, 2024 · $10k · revenue 0%
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
Stony Brook Internists University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
2
Stony Brook Surgical Associates University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
3
Stony Brook Childrens Services University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
4
Stony Brook Urology University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
5
Neurology Associates of Stony Brook University Faculty Practice Corp

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
6
Stony Brook Ophthalmology University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
7
Manhattanville University

To educate students to be ethical and socially responsible leaders in a global community.

Education
8
University Associates in Obstetrics and Gynecology University Faculty Pract ice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
9
Stony Brook Orthopedic Associates University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
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
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
12
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
How this is measured
The grantee most central to the portfolio’s shape is Groundwork Hudson Valley Inc; 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.
04the grantee network

42 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. 42 of the 60 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)
3
Early backer (in before they grew)
40/42
Grantees still filing
22/42
Grew since first funded

Where the money sits, by cause and then by grantee

FIDELITY INVESTMENTS CHARITABLE GIFT FUND: $5,340,433 · Community ImprovementFIDELITY INVESTMENTS CHARITABLE GIFT FUNDTHE ACCELERATION PROJECT INC: $419,444 · Community ImprovementTHE ACCELERATION PROJECT INC+2 more: $113,840 · Community ImprovementHARVARD LAW SCHOOL: $1,250,000 · OtherHARVARD LAW SCHOOLHARVARD BUSINESS SCHOOL: $495,000 · OtherHARVARD BUSINESS SCHOOLFRIENDS OF SCARSDALE LIBRARY: $255,500 · OtherFRIENDS OF SCARSDALE LIB…+32 more: $386,810 · Other+32 moreROBIN HOOD FOUNDATION: $1,022,500 · PhilanthropyROBIN HOOD…+3 more: $15,150 · PhilanthropyGEORGETOWN UNIVERSITY: $541,753 · EducationFRIENDS OF THE SCARSDALE LIBRARY INC: $100,000 · EducationTHE SCARSDALE SCHOOLS EDUCATION FOUNDATION: $37,500 · Education+6 more: $46,100 · EducationTHIRD WAY INSTITUTE: $500,000 · Civil Rights+1 more: $5,000 · Civil RightsTHE TANZANIAN CHILDRENS FUND INC: $250,000 · Human ServicesTHE CHILDREN'S AID SOCIETY: $32,500 · Human Services+3 more: $21,000 · Human ServicesSANTA FE INSTITUTE: $300,000 · Science & Tech
Community Improvement$5,873,717Other$2,387,310Philanthropy$1,037,650Education$725,353Civil Rights$505,000Human Services$303,500Science & Tech$300,000

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 budgetFIDELITY INVESTMENTS CHARITABLE GIFT FUND: $5,340,433 over 8y, 0.0% of budgetROBIN HOOD FOUNDATION: $1,022,500 over 4y, 0.2% of budgetGEORGETOWN UNIVERSITY: $541,753 over 4y, 0.0% of budgetTHIRD WAY INSTITUTE: $500,000 over 5y, 1.2% of budgetTHE ACCELERATION PROJECT INC: $419,444 over 8y, 13% of budgetSANTA FE INSTITUTE: $300,000 over 2y, 1.3% of budgetTHE TANZANIAN CHILDRENS FUND INC: $250,000 over 2y, 4.2% of budgetFRIENDS OF THE SCARSDALE LIBRARY INC: $100,000 over 2y, 7.0% of budgetREGIONAL PLAN ASSOCIATION INC: $95,040 over 7y, 0.4% of budgetWhite Plains Hospital Medical Center: $75,000 over 6y, 0.0% of budgetCITY HARVEST INC: $50,000 over 1y, 0.0% of budgetTHE SCARSDALE SCHOOLS EDUCATION FOUNDATION: $37,500 over 3y, 1.9% of budgetTHE CHILDREN'S AID SOCIETY: $32,500 over 6y, 0.0% of budgetCATO INSTITUTE: $30,000 over 1y, 0.0% of budgetCENTRE FOR SOCIAL INNOVATION NYC INC: $18,800 over 2y, 20% of budgetSCARSDALE FOUNDATION: $11,900 over 2y, 3.0% of budgetWOMEN IN NEED INC: $10,000 over 1y, 0.0% of budgetBACKYARD SPORTS CARES INC: $10,000 over 1y, 1.8% of budgetCIRCLE THE CITY: $10,000 over 1y, 0.0% of budgetTHE WOMEN'S BOND CLUB OF NEW YORK: $8,500 over 1y, 0.7% of budgetMARYMOUNT MANHATTAN COLLEGE: $7,600 over 1y, 0.0% of budgetSHED NYC INC: $5,000 over 1y, 0.0% of budgetMercatus Center Inc: $5,000 over 1y, 0.0% of budgetTHE REASON FOUNDATION: $5,000 over 1y, 0.0% of budgetFOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSION INC: $5,000 over 1y, 0.0% of budgetNATIONAL EATING DISORDERS ASSOCIATION: $5,000 over 1y, 0.1% of budgetUATX: $5,000 over 1y, 0.0% of budgetPAN-MASSACHUSETTS CHALLENGE INC: $5,000 over 1y, 0.0% of budgetTHE TOM COUGHLIN JAY FUND FOUNDATION INC: $3,000 over 1y, 0.1% of budgetBIG BROTHERS BIG SISTERS OF WESTCHESTER COUNTY INC: $2,500 over 1y, 0.2% of budgetTHE ESOPUS FOUNDATION LTD: $2,000 over 1y, 1.2% of budgetPLANNED PARENTHOOD HUDSON PECONIC INC: $1,000 over 1y, 0.0% of budgetSCARSDALE VOLUNTEER AMBULANCE CORPS INC: $1,000 over 1y, 0.1% of budgetSCARSDALEEDGEMONT FAM COUNSELING: $1,000 over 1y, 0.1% of budgetINCLUSIVE ABUNDANCE INITIATIVE INC: $1,000 over 1y, 0.1% of budgetEVERY MOTHER COUNTS: $1,000 over 1y, 0.0% of budgetBLYTHEDALE CHILDREN'S HOSPITAL: $1,000 over 1y, 0.0% of budgetSCARSDALE ADULT SCHOOL INC: $500 over 1y, 0.1% of budgetHOFF-BARTHELSON MUSIC SCHOOL: $500 over 1y, 0.0% of budgetGROUNDWORK HUDSON VALLEY INC: $250 over 1y, 0.0% of budgetStratton Mountain Volunteer Fire Co Inc: $100 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 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 WOMEN IN NEED INC ↗
  • Who funds BACKYARD SPORTS CARES INC ↗
  • Who funds CIRCLE THE CITY ↗
  • Who funds MAROON AND WHITE INC ↗
  • Who funds THE WOMEN'S BOND CLUB OF NEW YORK ↗
  • Who funds MARYMOUNT MANHATTAN COLLEGE ↗
  • Who funds SHED NYC INC ↗
  • Who funds Mercatus Center Inc ↗
  • Who funds THE REASON FOUNDATION ↗
  • Who funds FOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSION INC ↗
  • Who funds NATIONAL EATING DISORDERS ASSOCIATION ↗
  • Who funds UATX ↗

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.

Jewish Communal FundNY26.2× affinity15 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

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

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 Forward Vision funds: left to right is the share of its income from government, bottom to top the share from Forward Vision. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 50%1%3%6%10%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 0%
  • Pan-Massachusetts Challenge Inc: 0% of income from government
no gov moneyreceives it· size = income
5get no government money at all
10report 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.
05Through Plinth

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.

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 60 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 2017, released 2017. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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