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Gerri and Rich Wong Family Foundation at a glance

· 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.

$4.0M
Granted FY2024still arriving
15
Grants FY2024still arriving
3
States reached
$3.0M
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead

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

1
’21
2
’22
9
’23
12
’24

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

01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2021 to 2024.

Philanthropy$4.2MEducation$2.5MYouth Development$175kRecreation & Sports$115kHousing & Shelter$65kHuman Services$50kCrime & Legal$25kHealth$23kOther$0
02FY2024 · 15 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k1 grant · $3k
  • $10k–50k8 grants · $130k
  • $50k–250k4 grants · $450k
  • $250k+2 grants · $3.4M
$25,000
Median grant
3
States reached
$11M
Total assets
Largest grants
RecipientAmount
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
PLEDGE 1 PERCENT ORG INC$50,000
UNIVERSITY OF CHICAGO$50,000
LIFEMOVES$25,000
BOYS & GIRLS CLUB OF THE PENINSULA$25,000
SAMARITAN HOUSE$20,200
PENINSULA BRIDGE PROGRAM$20,000
CASA OF SAN MATEO COUNTY$10,000
POSITIVE COACHING ALLIANCE$10,000
AVALON ACADEMY$10,000
ABILITYPATH$10,000
CHILDRENS HEALTH COUNCIL INC$3,000
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 (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. Its grants skew toward lower-need ZIPs.

area typical 9%CATHOLIC CHARITIES OF SANTA CLARA COUNTY: $30k → 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 63% of Gerri and Rich Wong Family Foundation’s grant dollars are earmarked for a different county than the recipient’s own address.

Gerri and Rich Wong Family Foundationlessmore of its giving
Placed by recipient address · 8.5% 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.

78%of every dollar goes to organizations it has funded before.
$1.8M · 5 repeat orgs$519k to everyone else

Grantees it renews have grown median revenue +34% since the first grant, against -7% for those 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

Re-uppedFunded once

Organizations

5
7

Total granted

$1.8M
$396k

Median revenue growth · since first grant

+34%
-7%

Still filing today

80%
71%

New vs renewed · share of each year

In FY2024, 88% of grant dollars renewed an existing relationship; $123k went to new ones.

50%100%’21’22’23’24
RenewedFirst-time

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

’21’22’23’24
EducationCrime & LegalHealthYouth DevelopmentHuman ServicesEmploymentOther
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

  • University of Chicago
    3× · 2021–2024 · $1.1M · revenue +34%
  • SH
    SACRED HEART SCHOOLS ATHERTON
    2× · 2023–2024 · $475k
  • BG
    BOYS & GIRLS CLUBS OF THE PENINSULA
    2× · 2023–2024 · $175k · revenue +47%

Funded once

  • CC
    City Colleges of Chicago Foundation
    one grant, 2022 · $211k · revenue -20%
  • IG
    Individual grant recipient
    one grant, 2022 · $100k
  • CC
    CATHOLIC CHARITIES OF SANTA CLARA COUNTY
    one grant, 2023 · $30k · revenue -7%
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
President-Board of Trustees Santa Clara College

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.

Education
2
University of Southern California

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…

Education
3
Pacific University

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.

Education
4
Southern California University of Health Sciences

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,…

Education
5
Columbia College Chicago

The organization's mission is to educate students for creative occupations in diverse fields of arts and media.

Education
6
Boston Architectural College

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

—
7
Lewis & Clark College

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…

Education
8
The Trustees of Princeton University

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…

Education
9
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
10
University of the Pacific

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.

Education
11
President and Fellows of Harvard College

Undergraduate, graduate, and professional education and research across a broad array of academic domains.

Education
12
The Chicago School of Professional Psychology

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.

Education
How this is measured
The grantee most central to the portfolio’s shape is Children's Health Council Inc; 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.
05the grantee network

21 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. 21 of the 24 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)
21/21
Grantees still filing
12/21
Grew since first funded

Where the money sits, by cause and then by grantee

FIDELITY INVESTMENTS CHARITABLE GIFT FUND: $4,088,209 · Community ImprovementFIDELITY INVESTMENTS CHARITABLE GIFT FUNDUniversity of Chicago: $1,115,000 · EducationUniversity of ChicagoMassachusetts Institute of Technology: $475,000 · EducationMassachusetts Institute of T…University of Notre Dame du Lac: $125,000 · EducationUniversity of Notre Dame du …+3 more: $45,000 · EducationSACRED HEART SCHOOLS ATHERTON: $475,000 · OtherSACRED HEART SC…City Colleges of Chicago Foundation: $211,000 · OtherCity Colleges o…Individual grant recipient: $100,000 · OtherIndividual gran…LIFEMOVES: $50,000 · Other+7 more: $103,200 · Other+7 moreBOYS & GIRLS CLUBS OF THE PENINSULA: $175,000 · Youth DevelopmentCATHOLIC CHARITIES OF SANTA CLARA COUNTY: $30,000 · Human ServicesTIDES CENTER: $25,000 · Human ServicesPLEDGE 1 PERCENT ORG INC: $50,000 · PhilanthropyBRADY CENTER TO PREVENT GUN VIOLENCE: $15,000 · Crime & LegalCASA of San Mateo County: $10,000 · Crime & Legal
Community Improvement$4,088,209Education$1,760,000Other$939,200Youth Development$175,000Human Services$55,000Philanthropy$50,000Crime & Legal$25,000

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: $4,088,209 over 2y, 0.0% of budgetUniversity of Chicago: $1,115,000 over 3y, 0.0% of budgetMassachusetts Institute of Technology: $475,000 over 3y, 0.0% of budgetCity Colleges of Chicago Foundation: $211,000 over 1y, 2.4% of budgetBOYS & GIRLS CLUBS OF THE PENINSULA: $175,000 over 2y, 0.6% of budgetUniversity of Notre Dame du Lac: $125,000 over 1y, 0.0% of budgetLIFEMOVES: $50,000 over 2y, 0.0% of budgetPLEDGE 1 PERCENT ORG INC: $50,000 over 1y, 7.6% of budgetCATHOLIC CHARITIES OF SANTA CLARA COUNTY: $30,000 over 1y, 0.1% of budgetTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: $25,000 over 1y, 0.0% of budgetTIDES CENTER: $25,000 over 1y, 0.0% of budgetSAMARITAN HOUSE: $20,200 over 1y, 0.1% of budgetABILITYPATH: $20,000 over 2y, 0.1% of budgetTHE PENINSULA BRIDGE PROGRAM: $20,000 over 1y, 0.4% of budgetBRADY CENTER TO PREVENT GUN VIOLENCE: $15,000 over 1y, 0.1% of budgetSAN DIEGO HABITAT FOR HUMANITY INC: $15,000 over 1y, 0.3% of budgetPOSITIVE COACHING ALLIANCE: $10,000 over 1y, 0.1% of budgetCASA of San Mateo County: $10,000 over 1y, 0.4% of budgetTHE AVALON ACADEMY: $10,000 over 1y, 0.2% of budgetCHILD MIND INSTITUTE INC: $10,000 over 1y, 0.0% of budgetCHILDREN'S HEALTH COUNCIL INC: $3,000 over 1y, 0.0% 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.

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.

Silicon Valley Commun…The Blackbaud Giving …Gs Donor Advised Phil…Vanguard Charitable E…National Philanthropi…American Endowment Fo…Morgan Stanley Global…The Bank of America C…American Online Givin…Donor Advised Charita…Fidelity Investments …Amazonsmile Foundation
Silicon Valley Community FoundationCA13.6× affinity5 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

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

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 Gerri and Rich Wong Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Gerri and Rich Wong Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%1%3%6%10%funder's share of their income ↑0%10%20%30%40%share of the org’s income from government →median 35%
  • Massachusetts Institute of Technology: 35% of income from government
no gov moneyreceives it· size = income
1get no government money at all
7report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–40%
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 24 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

Play a game based on Gerri and Rich Wong Family’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home