· Private foundation
Gerri and Rich Wong Family Foundation
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
75% of Gerri and Rich Wong Family Foundation’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 12 organizations directly, so a portfolio cannot be read from it.
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 FY2021–2024.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2024
- Under $10k1 grant · $3k
- $10k–50k8 grants · $130k
- $50k–250k4 grants · $450k
- $250k+2 grants · $3.4M
| Recipient | Amount |
|---|---|
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | $2,988,209 |
| UNIVERSITY OF CHICAGO | $415,000 |
| SACRED HEART SCHOOLS ATHERTON | $180,000 |
| SACRED HEART SCHOOLS ATHERTON | $170,000 |
| UNIVERSITY OF CHICAGO | $50,000 |
| PLEDGE 1 PERCENT ORG INC | $50,000 |
| BOYS & GIRLS CLUB OF THE PENINSULA | $25,000 |
| LIFEMOVES | $25,000 |
| SAMARITAN HOUSE | $20,200 |
| PENINSULA BRIDGE PROGRAM | $20,000 |
| POSITIVE COACHING ALLIANCE | $10,000 |
| AVALON ACADEMY | $10,000 |
| CASA OF SAN MATEO COUNTY | $10,000 |
| ABILITYPATH | $10,000 |
| CHILDRENS HEALTH COUNCIL INC | $3,000 |
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 (FY23–23, $30k) land where the poverty rate runs at 8%, against an area that typically sits at 9%. 0% 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.
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.
Where the work is directed
The same grants, placed two ways — where each recipient sits, and where its stated purpose earmarks the money.
About 63% of Gerri and Rich Wong Family Foundation’s grant dollars are earmarked, by their stated purpose, for a different county than the recipient’s own address — money that lands at a nonprofit in one place but is meant to do its work in another.
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 foundation’s own 990 grant descriptions.
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 +34% since the first grant, against -7% for the ones you funded once.
5 repeat relationships — 5 still active in FY2024, 0 since wound down; 7 grantees were first funded in FY2024 (too recent to call).
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, 88% of grant dollars renewed an existing relationship; $123k 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
University of Chicago3× · 2021–2024 · $1.1M · revenue +34%- SHSACRED HEART SCHOOLS ATHERTON2× · 2023–2024 · $475k
- BGBOYS & GIRLS CLUBS OF THE PENINSULA2× · 2023–2024 · $175k · revenue +47%
Funded once
- CCCity Colleges of Chicago Foundationone grant, 2022 · $211k · revenue -20%
- IGIndividual grant recipientone grant, 2022 · $100k
- CCCATHOLIC CHARITIES OF SANTA CLARA COUNTYone grant, 2023 · $30k · revenue -7%
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.
Scu is a catholic and jesuit institution that makes student learning its central focus, promotes faculty and staff learning in its various forms, and exhibits organizational learning.
The central mission of the university of southern california is the development of human beings and society as a whole through the cultivation and enrichment of the human mind and spirit. the principal means by which our mission is…
A diverse and sustainable learning community dedicated to discovery and excellence in teaching, scholarship and practice, pacific university inspires students to think, care, create and pursue justice in our world.
The mission of southern california university of health sciences (scu) is to educate students as competent, caring and successful practitioners of integrative healthcare. the university is committed to providing excellence in academics,…
The organization's mission is to educate students for creative occupations in diverse fields of arts and media.
The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.
Lewis & clark is a premier private higher education institution offering an exceptional education in an inclusive environment. by fostering critical thinking, innovation, creativity, civic engagement, and leadership, both inside and…
Research, education and general - princeton university is a private not-for-profit, non-sectarian institution of higher learning with approximately 5,700 undergraduate and 3,300 graduate students. 2,500 students graduated in the 2024-2025…
Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.
To provide a superior, student-centered learning experience integrating liberal arts and professional education and preparing individuals for lasting achievement and responsible leadership in their careers and communities.
Undergraduate, graduate, and professional education and research across a broad array of academic domains.
The Chicago School educates the next generation of change-makers in innovative theory and culturally competent practice to strengthen the integrated health of individuals, organizations, and communities.
For reference, the grantee most central to the portfolio’s shape is Children's Health Council Inc and the most unlike its peers is Brady Center to Prevent Gun Violence. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
Your grantees are a median of 38 years old; the field is 17. You back the established end — and your money leans older still.
The field is 20% startups (under 5 years old) — 4% of your grantees by number, and just 1% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 11% 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.
21 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. 21 of the 24 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 University of Chicago ↗
- Who funds Massachusetts Institute of Technology ↗
- Who funds City Colleges of Chicago Foundation ↗
- Who funds BOYS & GIRLS CLUBS OF THE PENINSULA ↗
- Who funds University of Notre Dame du Lac ↗
- Who funds PLEDGE 1 PERCENT ORG INC ↗
- Who funds LIFEMOVES ↗
- Who funds CATHOLIC CHARITIES OF SANTA CLARA COUNTY ↗
- Who funds TIDES CENTER ↗
- Who funds THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY ↗
- Who funds SAMARITAN HOUSE ↗
- Who funds ABILITYPATH ↗
- Who funds THE PENINSULA BRIDGE PROGRAM ↗
- Who funds BRADY CENTER TO PREVENT GUN VIOLENCE ↗
- Who funds SAN DIEGO HABITAT FOR HUMANITY INC ↗
- Who funds POSITIVE COACHING ALLIANCE ↗
- Who funds CASA of San Mateo County ↗
- Who funds THE AVALON ACADEMY ↗
- Who funds CHILD MIND INSTITUTE INC ↗
- Who funds CHILDREN'S HEALTH COUNCIL 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: Silicon Valley Community Foundation · The Blackbaud Giving Fund · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · Vanguard Charitable Endowment Program · National Philanthropic Trust · American Endowment Foundation · Morgan Stanley Global Impact Funding Trust Inc · The Bank of America Charitable Foundation Inc · American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation
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 Gerri and Rich Wong Family Foundation 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.
- Massachusetts Institute of Technology — 35% 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.