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· Public charity

Health Research and Educational Trust

HRET is principally organized to assist health care organizations and the communities they serve to improve the efficiency, quality & accessibility of health care services by conducting applied research and demonstration projects & disseminating results through education, publications, & other media.

$282k
Granted FY2024still arriving
3
Grants FY2024still arriving
3
States reached
$100k
Largest
01What it funds
01100% classified

What it funded, over time

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

Health$2.7MEducation$156kHuman Services$11k
02FY2024 · 3 grants

Where the money goes

Grants by size, and the largest recipients.

How this is measured
The 3 grants below total $120,000, the rows itemized in this filing. The $281,940 headline is the total grant expense on the return; the other $161,940 is giving the schedule does not break out (grants under the $5,000 itemization floor, grants to individuals, grants on other schedules). Every figure below describes the itemized rows only.

By grant size · FY2024

  • $10k–50k2 grants · $20k
  • $50k–250k1 grant · $100k
$10,000
Median grant
3
States reached
$15M
Total assets
Largest grants
RecipientAmount
BOSTON MEDICAL CENTER$100,000
NEW YORK PRESBYTERIAN HOSPITAL$10,000
ENGLEWOOD HEALTH$10,000
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:

Dollar for dollar, its grants (FY17–24) land where the poverty rate runs at 13%, against an area that typically sits at 11%. 79% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%YUMA REGIONAL MEDICAL CENTER: $13k → 15%UMASS MEMORIAL HEALTH CARE INC: $10k → 11%BOSTON MEDICAL CENTER: $100k → 16%MOUNTAIN-PACIFIC QUALITY HEALTH: $11k → 9%LANCASTER GENERAL HEALTHPENN MED: $100k → 9%UNIVERSITY OF PENNSYLVANIA HLTH SYS: $25k → 22%ST FRANCIS MEMORIAL HOSPITAL: $10k → 10%UC SAN DIEGO HEALTH: $11k → 11%CHILDREN'S HOSPITAL LOS ANGELES: $15k → 14%NORTHWELL HEALTH INC: $75k → 6%ERIE COUNTY MEDICAL CENTER: $11k → 13%UNIVERSITY OF ROCHESTER: $11k → 14%THE JOHN HARTFORD FOUNDATION INC: $120k → 17%TEXAS HEALTH RESOURCES: $10k → 11%CHILDREN'S MEDICAL CENTER OF DALLAS: $10k → 14%MEMORIAL HERMANN HEALTH SYSTEM: $100k → 16%MEDICAL UNIVERSITY OF SOUTH CAROLINA: $10k → 12%H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE: $11k → 13%MEMORIAL HEALTHCARE SYSTEM: $13k → 13%SPECTRUM: $100k → 11%PROMEDICA: $11k → 16%MISSION HEALTH: $13k → 21%FREEMAN HEALTH SYSTEM: $10k → 15%AURORA HEALTH CARE: $13k → 17%PROVIDENCE HEALTH & SERVICES: $10k → 12%SAMARITAN HEALTH SERVICES: $10k → 18%YALE NEW HAVEN HOSPITAL: $100k → 12%WEST TENNESSEE HEALTHCARE: $15k → 15%ATRIUM HEALTH CABARRUS: $11k → 8%CAROLINAS REHABILITATION: $75k → 10%DUKE REGIONAL HOSPITAL: $11k → 11%TANNER HEALTH SYSTEM: $10k → 13%PARKVIEW HEALTH: $100k → 12%ADENA HEALTH SYSTEM: $10k → 14%PROMEDICA: $100k → 18%AMERICAN HOSPITAL ASSSOCIATION: $1.1M → 14%ENGLEWOOD HEALTH: $10k → 7%AVERA HEALTH: $11k → 5%AMDA - THE SOCIETY FOR POST-ACCUTE AND LONG TERM CARE MEDICINE: $11k → 6%ANNE ARUNDEL MEDICAL CENTER: $13k → 6%GREATER BALTIMORE MEDICAL CENTER: $10k → 11%HEBREW REHABILITATION CENTER: $11k → 16%NORTHWELL HEALTH: $22k → 6%NEW YORK PRESBYTERIAN HOSP: $100k → 17%TEXAS HEALTH RESOURCES: $100k → 11%ORLANDO HEALTH: $10k → 13%HENRY FORD HOSPITAL: $25k → 21%YALE NEW HAVEN HEALTH: $75k → 12%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

MT
IL
WI
MI
NY
MA
OR
SD
IN
OH
PA
NJ
CT
CA
MO
MD
AZ
TN
NC
SC
DC
OK
GA
TX
FL
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.

27%of every dollar goes to organizations it has funded before.
$753k · 7 repeat orgs$2.1M to everyone else

Grantees it renews have grown median revenue +59% since the first grant, against +35% for those funded once.

7 repeat relationships: 1 still active in FY2024, 6 since wound down; 2 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

7
38

Total granted

$753k
$2.0M

Median revenue growth · since first grant

+59%
+35%

Still filing today

86%
79%

New vs renewed · share of each year

In FY2024, 8% of grant dollars renewed an existing relationship; $110k 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
HealthCommunity ImprovementPhilanthropyEducationOther
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

  • YN
    YALE NEW HAVEN HOSPITAL
    2× · 2018–2021 · $175k · revenue +56%
  • TN
    The New York and Presbyterian Hospital
    2× · 2019–2024 · $110k · revenue +59%
  • MH
    Memorial Hermann Health System
    2× · 2019–2023 · $110k · revenue +59%

Funded once

  • AH
    AMERICAN HOSPITAL ASSSOCIATION
    one grant, 2019 · $1.1M
  • TJ
    THE JOHN A HARTFORD FOUNDATION INCgraduated
    one grant, 2020 · $120k · revenue +261%
  • CH
    COREWELL HEALTHgraduated
    one grant, 2017 · $100k · revenue +168%
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
Mass General Brigham Incorporated & Affiliates Group Return

Mass general brigham incorporated is developing an integrated health care delivery system throughout the region that offers patients a continuum of coordinated, high-quality care.

Health
2
Johns Hopkins Health System Corporation

Johns hopkins health system corporation provides centralized management of a multi-hospital healthcare system. it is a key component of johns hopkins medicine, a collaboration with the johns hopkins university school of medicine.

Health
3
Highmark Health Group

Working as an integrated system within highmark health, employees at all of ahn's care sites, including hospitals, health + wellness pavilions, primary and specialty care offices and more, are committed to improving health and promoting…

—
4
Adventist Healthcare Inc

We extend god's care through the ministry of physical, mental and spiritual healing.

—
5
Sutter Bay Hospitals

MISSION STATEMENT: MISSION: CARING FOR OUR PATIENTS FIRST AND OUR PEOPLE ALWAYS. VISION: TO BE THE MOST COMPREHENSIVE, INTEGRATED AND CONNECTED HEALTH SYSTEM FOR GETTING AND STAYING WELL. VALUES: EXCELLENCE - We deliver high-quality,…

Health
6
Rex Hospital Inc

To improve the health and well-being of north carolinians and others whom we serve. we accomplish this by providing leadership and excellence in the interrelated areas of patient care, education, and research.

Health
7
Truman Medical Center Incorporated

University health is an academic health center providing accessible, state-of-the-art quality healthcare to our community regardless of the ability to pay.

Health
8
Methodist Healthcare-Memphis Hospitals

Methodist le bonheur healthcare, in partnership with its medical staffs, will collaborate with patients and their families to be the leader in providing high quality, cost-effective patient-and family-centered care. services will be…

Health
9
Honorhealth

Honorhealth's mission is to improve the health and well-being of those we serve.

Health
10
Howard County General Hospital Inc

Mission: johns hopkins howard county medical center, a member of johns hopkins medicine, strives to provide the highest quality care to improve the health of our entire community through innovation, collaboration, service excellence,…

Health
11
Upmc Pinnacle Hospitals

Upmc pinnacle hospitals mission as a charitable organization is dedicatied to maintaining and improving the health and quality of life for all persons of the central pennsylvania area.

Health
12
University of Minnesota Physicians

University of minnesota physicians serves as the integrated group practice for the university of minnesota medical school full-time faculty to provide the highest quality healthcare to patients and their families.university of minnesota…

Health
How this is measured
The grantee most central to the portfolio’s shape is Samaritan Pacific Health Services; the most unlike its peers is The John a Hartford Foundation 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

41 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. 41 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.

0
Load-bearing (≥25% of a budget)
1
Early backer (in before they grew)
40/41
Grantees still filing
35/41
Grew since first funded

Where the money sits, by cause and then by grantee

YALE NEW HAVEN HOSPITAL: $175,000 · HealthYALE NEW HAVEN HOSPITALPROMEDICA HEALTH SYSTEM INC: $120,995 · HealthPROMEDICA HEALTH SYSTEM INCThe New York and Presbyterian Hospital: $110,000 · HealthThe New York and Presbyterian HospitalMemorial Hermann Health System: $110,000 · HealthMemorial Hermann Health SystemTexas Health Resources: $110,000 · HealthTexas Health ResourcesCOREWELL HEALTH: $100,000 · HealthCOREWELL HEALTHPARKVIEW HEALTH SYSTEM INC: $100,000 · HealthPARKVIEW HEALTH SYSTEM INCLANCASTER GENERAL HEALTH: $100,000 · HealthLANCASTER GENERAL HEALTHBOSTON MEDICAL CENTER CORPORATION: $100,000 · HealthBOSTON MEDICAL CENTER CORPORATIONATRIUM HEALTH FOUNDATION: $75,000 · Health+26 more: $313,057 · Health+26 moreAMERICAN HOSPITAL ASSSOCIATION: $1,116,267 · OtherAMERICAN HOSPITAL ASSSOCIATION+8 more: $89,975 · Other+8 moreTHE JOHN A HARTFORD FOUNDATION INC: $119,940 · PhilanthropyNORTHWELL HEALTH INC: $96,990 · Community ImprovementTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $25,000 · EducationUNIVERSITY OF ROCHESTER: $10,995 · Education
Health$1,414,052Other$1,206,242Philanthropy$119,940Community Improvement$96,990Education$35,995

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$10M$100Mgrantee revenue →↑ funder's share of their budgetYALE NEW HAVEN HOSPITAL: $175,000 over 2y, 0.0% of budgetPROMEDICA HEALTH SYSTEM INC: $120,995 over 3y, 0.0% of budgetTHE JOHN A HARTFORD FOUNDATION INC: $119,940 over 1y, 0.5% of budgetThe New York and Presbyterian Hospital: $110,000 over 2y, 0.0% of budgetMemorial Hermann Health System: $110,000 over 2y, 0.0% of budgetTexas Health Resources: $110,000 over 2y, 0.0% of budgetCOREWELL HEALTH: $100,000 over 1y, 0.0% of budgetPARKVIEW HEALTH SYSTEM INC: $100,000 over 1y, 0.0% of budgetLANCASTER GENERAL HEALTH: $100,000 over 1y, 0.1% of budgetBOSTON MEDICAL CENTER CORPORATION: $100,000 over 1y, 0.0% of budgetATRIUM HEALTH FOUNDATION: $75,000 over 1y, 0.1% of budgetUMass Memorial Health Care Inc (Parent): $30,000 over 3y, 0.0% of budgetHENRY FORD HEALTH SYSTEM: $25,000 over 1y, 0.0% of budgetTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $25,000 over 1y, 0.0% of budgetWEST TN HEALTHCARE FOUNDATION INC: $15,000 over 1y, 0.1% of budgetChildren's Hospital Los Angeles: $15,000 over 1y, 0.0% of budgetLUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER INC: $12,500 over 1y, 0.0% of budgetAURORA HEALTH CARE INC: $12,500 over 1y, 0.0% of budgetMISSION HEALTH CORPORATION: $12,500 over 1y, 0.7% of budgetYuma Regional Medical Center: $12,500 over 1y, 0.0% of budgetH LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE HOSPITAL INC: $11,202 over 1y, 0.0% of budgetUNIVERSITY OF ROCHESTER: $10,995 over 1y, 0.0% of budgetPOST-ACUTE AND LONG-TERM CARE MEDICAL ASSOCIATION INC: $10,995 over 1y, 0.3% of budgetHebrew Rehabilitation Center: $10,995 over 1y, 0.0% of budgetDUKE UNIVERSITY HEALTH SYSTEM INC: $10,995 over 1y, 0.0% of budgetMOUNTAIN PACIFIC QUALITY HEALTH FOUNDATION: $10,995 over 1y, 0.1% of budgetAvera Health: $10,995 over 1y, 0.0% of budgetOrlando Health Inc: $10,175 over 1y, 0.0% of budgetGREATER BALTIMORE MEDICAL CENTER INC: $10,000 over 1y, 0.0% of budgetPROVIDENCE HEALTH & SERVICES - WASHINGTON: $10,000 over 1y, 0.0% of budgetUCSF HEALTH COMMUNITY HOSPITALS FKA SAINT FRANCIS MEMORIAL HOSPITAL: $10,000 over 1y, 0.0% of budgetTANNER MEDICAL CENTER INC: $10,000 over 1y, 0.0% of budgetFREEMAN HEALTH SYSTEM: $10,000 over 1y, 0.0% of budgetCHILDREN'S HEALTH SYSTEM OF TEXAS: $10,000 over 1y, 0.0% of budgetWhite Memorial Med Cntr Charitable Fdtn Adventist Health White Memorial Ch Fdtn: $10,000 over 1y, 0.2% of budgetMERITUS MEDICAL CENTER INC: $10,000 over 1y, 0.0% of budgetCEDARS-SINAI MEDICAL CENTER: $10,000 over 1y, 0.0% of budgetSAMARITAN PACIFIC HEALTH SERVICES: $10,000 over 1y, 0.0% of budgetADENA HEALTH SYSTEM: $10,000 over 1y, 0.0% of budgetENGLEWOOD HOSPITAL AND MEDICAL CENTER: $10,000 over 1y, 0.0% of budgetTHE NEMOURS FOUNDATION: $5,200 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.

American Cancer Society IncGA25.9× affinity11 shared granteesties to 10 of 10Hover any node to trace its alignments.Compare side by side →

Open a dossier: American Cancer Society Inc · American Heart Association Inc · The Blackbaud Giving Fund · National Philanthropic Trust · The Bank of America Charitable Foundation Inc · Morgan Stanley Global Impact Funding Trust Inc · Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · American Online Giving Foundation Inc · 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 Health Research and Educational Trust funds: left to right is the share of its income from government, bottom to top the share from Health Research and Educational Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%23%45%68%90%share of the org’s income from government →median 0%
  • Hebrew Rehabilitation Center: 53% of income from government
  • Boston Medical Center Corporation: 23% of income from government
  • Post-Acute and Long-Term Care Medical Association Inc: 4% of income from government
  • H Lee Moffitt Cancer Center and Research Institute Hospital Inc: 3% of income from government
  • The Nemours Foundation: 0% of income from government
  • Yale New Haven Hospital: 0% of income from government
  • Samaritan Pacific Health Services: 0% of income from government
  • Luminis Health Anne Arundel Medical Center Inc: 0% of income from government
  • Greater Baltimore Medical Center Inc: 0% of income from government
  • Orlando Health Inc: 0% of income from government
no gov moneyreceives it· size = income
0get no government money at all
10report government grants on their 990 we could not trace to a source (not plotted)
1rely on government for over half their income
⤢ axis zoomed · 0–90%
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 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

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