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Halvorsen Family Foundation at a glance

· Private foundation

Halvorsen Family Foundation

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.

$35M
Granted FY2025still arriving
33
Grants FY2025still arriving
8
States reached
$20M
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0198% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2025.

Education$58MHealth$18MPhilanthropy$14MArts & Culture$12MSocial Science$2.2MRecreation & Sports$1.8MAnimals$1.1MInternational$156kOther$0
02FY2025 · 33 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k6 grants · $21k
  • $10k–50k13 grants · $181k
  • $50k–250k6 grants · $550k
  • $250k+8 grants · $34M
$20,000
Median grant
8
States reached
$365M
Total assets
Largest grants
RecipientAmount
Individual grant recipient$20,000,000
STERLING AND FRANCINE CLARK ART INSTITUTE$5,125,000
MEMORIAL SLOAN KETTERING CANCER CENTER$5,000,000
GREEN MOUNTAIN VALLEY SCHOOL$1,500,000
WEILL CORNELL MEDICINE$1,000,000
US SKI & SNOWBOARD$500,000
WILDLIFE CONSERVATION SOCIETY$350,000
THE ROCKEFELLER UNIVERSITY$275,000
WILLIAMS COLLEGE$200,000
STANFORD UNIVERSITY$100,000
TEACHERS COLLEGE COLUMBIA UNIVERSITY$100,000
THE MUSEUM OF MODERN ART$50,000
NEW ENGLAND NORDIC SKI ASSOCIATION$50,000
THE HOSPITAL FOR SPECIAL SURGERY FUND INC$50,000
NORWEGIAN-AMERICA ASSOCIATION$26,464
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 (FY18–25) land where the poverty rate runs at 10%, against an area that typically sits at 10%. 35% of its dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 10%WILLIAMS COLLEGE: $7.5M → 12%NATIONAL NORDIC FOUNDATION: $100k → 14%JP MORGAN CHARITABLE FUND: $9.3M → 7%STANFORD MEDICAL DEVELOPMENT: $20.0M → 7%STANFORD UNIVERSITY - GSB: $1.0M → 8%MEMORIAL SLOAN KETTERING CANCER CENTER: $5.3M → 9%HOSPITAL FOR SPECIAL SURGERY: $3.0M → 17%WILDLIFE CONSERVATION SOCIETY: $350k → 28%US SKI & SNOWBOARD: $1.0M → 5%GREEN MOUNTAIN VALLEY SCHOOL: $1.5M → 9%NEW ENGLAND NORDIC SKI ASSOCIATION: $50k → 7%STERLING AND FRANCINE CLARK ART INSTITUTE: $5.5M → 12%JP MORGAN CHARITABLE FUND: $5.1M → 7%STANFORD MEDICAL DEVELOPMENT: $20.0M → 7%STANFORD UNIVERSITY: $440k → 8%MEMORIAL SLOAN KETTERING CANCER CENTER: $5.0M → 9%THE HOSPITAL FOR SPECIAL SURGERY FUND INC: $2.0M → 17%WILDLIFE CONSERVATION SOCIETY: $350k → 28%US SKI & SNOWBOARD: $500k → 5%GREEN MOUNTAIN VALLEY SCHOOL INC: $55k → 9%NENSA: $50k → 7%STERLING AND FRANCINE CLARK ART INSTITUTE: $5.1M → 12%STANFORD UNIVERSITY: $100k → 8%TEACHERS COLLEGE COLUMBIA UNIVERSITY: $100k → 17%WILDLIFE CONSERVATION SOCIETY: $100k → 28%WILLIAMS COLLEGE: $3.7M → 12%THE HOSPITAL FOR SPECIAL SURGERY FUND INC: $100k → 17%WILDLIFE CONSERVATION SOCIETY: $100k → 28%STERLING AND FRANCINE CLARK INSTITUTE: $2.1M → 12%TEACHERS COLLEGE COLUMBIA UNIVERSITY: $100k → 17%WILDLIFE CONSERVATION SOCIETY: $100k → 28%WILLIAMS COLLEGE: $750k → 12%THE HOSPITAL FOR SPECIAL SURGERY FUND INC: $60k → 17%WILLIAMS COLLEGE: $550k → 12%TEACHERS COLLEGE COLUMBIA UNIVERSITY: $100k → 17%STERLING AND FRANCINE CLARK ART INSTITUTE: $479k → 12%WILLIAMS COLLEGE: $350k → 12%WILLIAMS COLLEGE: $200k → 12%WEILL CORNELL MEDICINE: $1.3M → 17%WILLIAMS COLLEGE: $200k → 12%WEILL CORNELL MEDICINE: $1.0M → 17%STERLING AND FRANCINE CLARK ART INSTITUTE: $100k → 12%THE ROCKEFELLER UNIVERSITY: $600k → 17%STERLING AND FRANCINE CLARK INSTITUTE: $100k → 12%THE ROCKEFELLER UNIVERSITY: $275k → 17%ROCKEFELLER UNIVERSITY: $200k → 17%MOMA: $100k → 17%THE ROCKEFELLER UNIVERSITY: $150k → 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

ME
VT
MN
NY
MA
PA
CT
CA
UT
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.
$102M · 33 repeat orgs$4.6M to everyone else

33 repeat relationships: 27 still active in FY2025, 6 since wound down; 5 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

33
10

Total granted

$102M
$4.5M

Median revenue growth · since first grant

+22%
+213%

Still filing today

73%
10%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $112k went to new ones.

50%100%’19’20’21’22’23’24’25
RenewedFirst-time

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

’19’20’21’22’23’24’25
EducationArts & CultureEnvironmentRecreation & SportsHealthAnimalsOther
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

  • SA
    STERLING AND FRANCINE CLARK ART INSTITUTE
    6× · 2020–2025 · $13M · revenue +123% · 51% of their budget
  • Williams College
    7× · 2019–2025 · $13M · revenue +13%
  • TH
    The Hospital for Special Surgery Fund Inc
    4× · 2022–2025 · $2.2M · revenue +16%

Funded once

  • HF
    HOSPITAL FOR SPECIAL SURGERY
    one grant, 2021 · $3.0M
  • SU
    STANFORD UNIVERSITY - GSB
    one grant, 2020 · $1.0M
  • IG
    Individual grant recipient
    one grant, 2020 · $140k
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
Trustees of Dartmouth College

Dartmouth College educates the most promising students and prepares them for a lifetime of learning and of responsible leadership, through a faculty dedicated to teaching and the creation of knowledge.

Education
2
President and Trustees of Bates College

Bates is a college of the liberal arts and sciences, and is a coeducational, nonsectarian, residential college with special commitments to academic rigor, and to assuring in all of its efforts the dignity of each individual, and access to…

Education
3
Harvard Conservation Trust

To preserve the unique character and natural resources of harvard.

Environment
4
American Astronomical Society

The american astronomical society (aas), established in 1899, is the major organization of professional astronomers in north america. the basic objective of the aas is to promote the advancement of astronomy and closely related branches of…

Science & Tech
5
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
6
Boston Architectural College

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

—
7
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

—
8
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
9
Marine Biological Laboratory

The Marine Biological Laboratory (MBL) is a world-renowned center for biological discovery and training that is notably affiliated with more than 60 Nobel Prize winners. Research is conducted by full-time faculty as well as hundreds of the…

Science & Tech
10
Saint Anselm College

Saint anselm is a catholic, benedictine college providing all of its students a distinctive liberal arts education that incorporates opportunities for professional and career preparation. it does so in a learning community that encourages…

Education
11
Wheaton College

Wheaton college provides a transformative liberal arts education, combining theory and practice, for intellectually curious students within a collaborative and vibrant extended community and network that values and strives to create an…

Education
12
The Trustees of Reservations

Overview - founded in boston by pioneering landscape architect and open space visionary charles eliot in 1891, the trustees is the nation's first and the commonwealth's largest conservation and preservation nonprofit.

Environment
How this is measured
The grantee most central to the portfolio’s shape is Stowe Land Trust; the most unlike its peers is Stowe Swimmers Foundation Ltd D/B/a the Swimming Hole. 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

29 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. 29 of the 49 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.

2
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
29/29
Grantees still filing
21/29
Grew since first funded

Where the money sits, by cause and then by grantee

Individual grant recipient: $40,000,000 · OtherIndividual grant recipientJP MORGAN CHARITABLE FUND: $14,382,500 · OtherJP MORGAN CHARITABLE FUNDMEMORIAL SLOAN KETTERING CANCER CENTER: $10,250,000 · OtherMEMORIAL SLOAN KETTERING CANCER CENTERHOSPITAL FOR SPECIAL SURGERY: $3,000,000 · Other+23 more: $5,699,933 · Other+23 moreWilliams College: $13,213,743 · EducationWilliams CollegeGREEN MOUNTAIN VALLEY SCHOOL INC: $1,605,000 · EducationGREEN MOUNTAIN VA…THE ROCKEFELLER UNIVERSITY: $1,275,000 · EducationTHE ROCKEFELLER U…+5 more: $930,200 · Education+5 moreSTERLING AND FRANCINE CLARK ART INSTITUTE: $13,374,000 · Arts & CultureSTERLING AND F…+4 more: $290,000 · Arts & CultureThe Hospital for Special Surgery Fund Inc: $2,210,000 · Health+1 more: $45,000 · HealthWildlife Conservation Society: $1,000,000 · AnimalsNATIONAL NORDIC FOUNDATION: $145,000 · Recreation & SportsNEW ENGLAND NORDIC SKI ASSOCIATION INC: $50,000 · Recreation & SportsCONNECTICUT AUDUBON SOCIETY INC: $75,000 · EnvironmentWESTPORT RIVER WATERSHED ALLIANCE INC: $30,000 · EnvironmentSTOWE LAND TRUST: $20,000 · EnvironmentDARIEN NATURE CENTER INC: $15,000 · Environment
Other$73,332,433Education$17,023,943Arts & Culture$13,664,000Health$2,255,000Animals$1,000,000Recreation & Sports$195,000Environment$140,000

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 budgetSTERLING AND FRANCINE CLARK ART INSTITUTE: $13,374,000 over 6y, 51% of budgetWilliams College: $13,213,743 over 7y, 1.6% of budgetThe Hospital for Special Surgery Fund Inc: $2,210,000 over 4y, 6.8% of budgetGREEN MOUNTAIN VALLEY SCHOOL INC: $1,605,000 over 3y, 13% of budgetTHE ROCKEFELLER UNIVERSITY: $1,275,000 over 5y, 0.1% of budgetWildlife Conservation Society: $1,000,000 over 5y, 0.1% of budgetTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: $540,200 over 2y, 0.0% of budgetTeachers College Columbia University: $300,000 over 3y, 0.0% of budgetNATIONAL NORDIC FOUNDATION: $145,000 over 4y, 15% of budgetMuseum of Modern Art: $100,000 over 2y, 0.0% of budgetGREENS LEDGE LIGHT PRESERVATION SOCIETY INC: $85,000 over 3y, 5.9% of budgetCONNECTICUT AUDUBON SOCIETY INC: $75,000 over 2y, 0.7% of budgetTHE MARITIME AQUARIUM AT NORWALK INC: $60,000 over 3y, 0.2% of budgetDARIEN POLICE ASSOCIATION INC: $55,000 over 3y, 4.8% of budgetMASSACHUSETTS MUSEUM OF CONTEMPORARY ART FOUNDATION INC: $50,000 over 3y, 0.1% of budgetNEW ENGLAND NORDIC SKI ASSOCIATION INC: $50,000 over 1y, 7.2% of budgetFRIENDS OF FONDATION DE FRANCE INC: $50,000 over 1y, 1.6% of budgetDarien Community Association Inc: $45,000 over 3y, 2.0% of budgetSTOWE VOLUNTEER FIREFIGHTERS INC: $45,000 over 3y, 70% of budgetDARIEN EMS POST 53 INC: $45,000 over 3y, 3.0% of budgetWESTPORT RIVER WATERSHED ALLIANCE INC: $30,000 over 3y, 1.5% of budgetDARIEN LIBRARY INC: $30,000 over 3y, 0.2% of budgetSTOWE RESCUE SQUAD INC: $30,000 over 3y, 13% of budgetSTOWE LAND TRUST: $20,000 over 2y, 0.5% of budgetDARIEN NATURE CENTER INC: $15,000 over 3y, 0.5% of budgetTeach for America Inc: $10,000 over 1y, 0.0% of budgetSTOWE SWIMMERS FOUNDATION LTD D/B/A THE SWIMMING HOLE: $6,000 over 3y, 0.2% of budgetCATAMOUNT TRAIL ASSOCIATION: $6,000 over 3y, 0.5% 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.

The Rogers Family Fou…The Meredith and Whit…Ibm International Fou…The Goodnow FundThe Darien Foundation…522 Foundation IncThe Roxe FoundationThe Wiggins Foundatio…The Weil FoundationViking Global Foundat…Fairfield County's Co…The Goldman Sachs Cha…
The Rogers Family FoundationCT15.7× affinity5 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Rogers Family Foundation · The Meredith and Whitney George Family Foundation Inc · Ibm International Foundation · The Goodnow Fund · The Darien Foundation Inc · 522 Foundation Inc · The Roxe Foundation · The Wiggins Foundation Inc · The Weil Foundation · Viking Global Foundation Inc · Fairfield County's Community Foundation Inc · The Goldman Sachs Charitable Gift Fund

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

2024
’20’21’22’23’24’25
no gov · 90%5%19%42%75%funder's share of their income ↑0%13%25%38%50%share of the org’s income from government →median 5%
  • Stowe Land Trust: 10% of income from government
  • Catamount Trail Association: 10% of income from government
  • The Maritime Aquarium at Norwalk Inc: 5% of income from government
  • Connecticut Audubon Society Inc: 1% of income from government
  • Darien Nature Center Inc: 0% of income from government
  • Williams College: 0% of income from government
no gov moneyreceives it· size = income
9get no government money at all
4report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–50%
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 49 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

Play a game based on Halvorsen 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