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· Private foundation

Helen and Ritter Shumway Fdn

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.

$570k
Granted FY2025still arriving
26
Grants FY2025still arriving
8
States reached
$50k
Largest
01What it funds
0188% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2025.

Arts & Culture$1.1MEnvironment$533kAnimals$431kEducation$335kHealth$221kCommunity Improvement$50kHuman Services$46kRecreation & Sports$20kOther$0
02FY2025 · 26 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k2 grants · $13k
  • $10k–50k23 grants · $508k
  • $50k–250k1 grant · $50k
$20,000
Median grant
8
States reached
$6.9M
Total assets
Largest grants
RecipientAmount
ANTIQUE BOAT MUSEUM$50,000
DUCKS UNLIMITED INC$40,000
SAVE THE RIVER$40,000
SHELBURNE MUSEUM$40,000
HISTORIC DEERFIELD INC$37,500
HUMANE SOCIETY OF ROCHESTER & MONROE$35,000
ADIRONDACK MOUNTAIN CLUB INC$30,000
WINTERTHUR MUSEUM$25,000
GREAT LAKES HISTORICAL SOCIETY$25,000
Individual grant recipient$20,000
ABILIS INC$20,000
HILLSIDE CHILDRENS CENTER$20,000
SENECA ZOOLOGICAL SOCIETY$20,000
Individual grant recipient$20,000
GENESEE COUNTRY VILLAGE & MUSEUM$20,000
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 (FY25–25, $20k) land where the poverty rate runs at 14%, against an area that typically sits at 12%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 12%HILLSIDE CHILDRENS CENTER: $20k → 14%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
CT
RI
DE
TN
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.

96%of every dollar goes to organizations it has funded before.
$2.9M · 33 repeat orgs$130k to everyone else

33 repeat relationships: 22 still active in FY2025, 11 since wound down; 4 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

33
4

Total granted

$2.9M
$73k

Median revenue growth · since first grant

+31%
+68%

Still filing today

64%
50%

New vs renewed · share of each year

In FY2025, 90% of grant dollars renewed an existing relationship; $58k went to new ones.

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

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

’20’21’22’23’24’25
Arts & CultureEducationEnvironmentHealthAnimalsHuman ServicesOther
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

  • TA
    THE ANTIQUE BOAT MUSEUM
    6× · 2020–2025 · $255k · revenue +211%
  • ST
    SAVE THE RIVER INC
    6× · 2020–2025 · $203k · revenue +21%
  • HD
    HISTORIC DEERFIELD INC
    6× · 2020–2025 · $198k · revenue +40%

Funded once

  • DU
    DUCKS UNLIMITED INC
    one grant, 2020 · $30k
  • NL
    NAPLES LIBRARY
    one grant, 2022 · $25k
  • MYSTIC SEAPORT MUSEUM 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
American Museum of Natural History

The museum's mission statement is: "to discover, interpret, and disseminate - through scientific research and education - knowledge about human cultures, the natural world, and the universe."

Arts & Culture
2
Rochester Museum & Science Center

The mission of the rochester museum and science center is to create a better world through inspiring curiosity, exploration, and engagement across history, science, culture, and the natural world.

Arts & Culture
3
Staten Island Institute of Arts and Sciences dba the Staten Island Museum

Founded in 1881 the Staten Island Museum engages visitors with interdisciplinary exhibitions, public programs, and educational activities for all ages. It is the mission of the Staten Island Museum to spark curiosity and generate…

Arts & Culture
4
Hudson River Museum of Westchester

Situated on the banks of the hudson river in yonkers, new york, the hudson river museum's mission is to engage, inspire, and connect diverse communities through the power of the arts, sciences, and history.

Arts & Culture
5
Newcomb Historical Museum

The organization was formed to safeguard and share existing and future collections related to the social, cultural, and economic history of the high peaks adirondack region in and around the township of newcomb in essex county, new york.

Arts & Culture
6
New York Botanical Garden

The new york botanical garden is a museum of plants and a scientific research center devoted to the study of plants and their uses. it is the garden's mission to improve public understanding of the natural world, horticulture, and the…

Environment
7
Montauk Historical Society

The purpose of the montauk historical society is to collect, restore, preserve and display historically significant buildings, objects and writings and to preserve and share the history and cultures of montauk and the east end for this and…

Arts & Culture
8
The Connecticut River Foundation At Steamboat Dock Inc

The connecticut river museum's mission is to deepen appreciation of the river's history and to inspire its stewardship by providing unique educational and recreational experiences to diverse audiences.

Arts & Culture
9
Connecticut Aeronautical Historical Association Inc

The new england air museum's mission is to preserve and present the story of aviation and aerospace, with an emphasis on new england's role, and the genius and inspiration that made it possible. the museum also seeks to inspire young…

Arts & Culture
10
The Adirondack Council Inc

The adirondack council ensures the ecological integrity (clean water and air, wildlife habitat, etc.), wild character (solitude, scenic beauty, etc.), and vibrant communities of new york's six-million-acre adirondack park. the adirondack…

Environment
11
Buffalo Society of Natural Sciences

Inspire joyful exploration of science and nature through engaging experiences, unique resources, and exceptional staff.

Arts & Culture
12
The Maritime Aquarium At Norwalk Inc

The maritime aquarium at norwalk seeks to ignite a connection to long island sound and the ocean to enrich the lives of all people and inspire action to protect our blue planet.

Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is Genesee Country Museum; the most unlike its peers is Greenwich Hospital. 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

26 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. 26 of the 41 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.

1
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
26/26
Grantees still filing
19/26
Grew since first funded

Where the money sits, by cause and then by grantee

HUMANE SOCIETY OF ROCHESTER & MONROE: $155,000 · OtherHUMANE SOCIETY OF ROCHESTER & MONROEHENRY FRANCIS DUPONT WINTERTHURE: $115,000 · OtherHENRY FRANCIS DUPONT WINTERTHUREIndividual grant recipient: $95,000 · OtherIndividual grant recipientTHE GREAT LAKES HISTORICAL SOCIETY: $85,000 · OtherTHE GREAT LAKES HISTORICAL SOCIETYIndividual grant recipient: $80,000 · OtherIndividual grant recipientIndividual grant recipient: $70,000 · OtherIndividual grant recipientNATIONAL AUDUBON SOCIETY INC: $66,000 · OtherNATIONAL AUDUBON SOCIETY INCJOSEPH AVENUE ARTS & CULTURE: $65,000 · OtherJOSEPH AVENUE ARTS & CULTUREJUNIOR ACHIEVEMENT OF ROCHESTER: $60,000 · OtherJUNIOR ACHIEVEMENT OF ROCHESTERROCHESTER REGIONAL HEALTH FDN 9998: $50,000 · OtherFINGER LAKES AREA COMMUNITY: $50,000 · Other+7 more: $162,500 · Other+7 moreTHE ANTIQUE BOAT MUSEUM: $255,000 · Arts & CultureTHE ANTIQUE BOAT MUSEUMHISTORIC DEERFIELD INC: $197,500 · Arts & CultureHISTORIC DEERFIELD INCSHELBURNE MUSEUM INC: $170,000 · Arts & CultureSHELBURNE MUSEUM INCHERRESHOFF MARINE MUSEUM: $70,000 · Arts & CultureHERRESHOFF MARINE MUSEUMGENESEE COUNTRY MUSEUM: $67,500 · Arts & CultureGENESEE COUNTRY MUSEUMNew York Museum of Transportation: $42,750 · Arts & Culture+2 more: $30,000 · Arts & CultureSAVE THE RIVER INC: $202,500 · EnvironmentSAVE THE RIVER INCDucks Unlimited Inc: $190,000 · EnvironmentDucks Unlimited IncADIRONDACK MOUNTAIN CLUB INC: $120,000 · EnvironmentADIRONDACK MOUNTAIN…Rochester Institute of Technology: $110,000 · EducationRochester…THE SPENCE SCHOOL: $75,000 · EducationTHE SPENC…ST LAWRENCE UNIVERSITY: $50,000 · EducationST LAWREN…+1 more: $7,500 · EducationABILIS INC: $102,500 · HealthGREENWICH HOSPITAL: $48,500 · HealthTHE ROCHESTER GENERAL HOSPITAL: $20,000 · HealthSENECA PARK ZOO SOCIETY: $150,000 · Animals+1 more: $5,000 · AnimalsGOODWILL OF THE FINGER LAKES INC: $26,000 · Human ServicesHILLSIDE CHILDREN'S CENTER: $20,000 · Human ServicesHUNT HOLLOW RACE TEAM INC: $20,000 · Recreation & Sports
Other$1,053,500Arts & Culture$832,750Environment$512,500Education$242,500Health$171,000Animals$155,000Human Services$46,000Recreation & Sports$20,000

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

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetTHE ANTIQUE BOAT MUSEUM: $255,000 over 6y, 2.2% of budgetSAVE THE RIVER INC: $202,500 over 6y, 8.9% of budgetHISTORIC DEERFIELD INC: $197,500 over 6y, 0.5% of budgetDucks Unlimited Inc: $190,000 over 5y, 0.0% of budgetSHELBURNE MUSEUM INC: $170,000 over 6y, 0.7% of budgetSENECA PARK ZOO SOCIETY: $150,000 over 6y, 1.0% of budgetADIRONDACK MOUNTAIN CLUB INC: $120,000 over 5y, 0.4% of budgetRochester Institute of Technology: $110,000 over 6y, 0.0% of budgetABILIS INC: $102,500 over 6y, 0.1% of budgetTHE GREAT LAKES HISTORICAL SOCIETY: $85,000 over 6y, 1.0% of budgetTHE SPENCE SCHOOL: $75,000 over 6y, 0.0% of budgetHERRESHOFF MARINE MUSEUM: $70,000 over 6y, 1.1% of budgetGENESEE COUNTRY MUSEUM: $67,500 over 6y, 0.4% of budgetST LAWRENCE UNIVERSITY: $50,000 over 3y, 0.0% of budgetGREENWICH HOSPITAL: $48,500 over 5y, 0.0% of budgetNew York Museum of Transportation: $42,750 over 3y, 16% of budgetGOODWILL OF THE FINGER LAKES INC: $26,000 over 4y, 0.0% of budgetGenesee Valley Audubon Society: $25,000 over 5y, 32% of budgetThe Lake George Association Inc: $20,000 over 2y, 0.3% of budgetHUNT HOLLOW RACE TEAM INC: $20,000 over 2y, 10% of budgetHILLSIDE CHILDREN'S CENTER: $20,000 over 1y, 0.0% of budgetTHE ROCHESTER GENERAL HOSPITAL: $20,000 over 2y, 0.0% of budgetMYSTIC SEAPORT MUSEUM INC: $10,000 over 1y, 0.0% of budgetTHE AQUINAS INSTITUTE OF ROCHESTER: $7,500 over 1y, 0.1% of budgetTHE NORMAN HOWARD SCHOOL: $7,500 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 THE ANTIQUE BOAT MUSEUM ↗
  • Who funds SAVE THE RIVER INC ↗
  • Who funds HISTORIC DEERFIELD INC ↗
  • Who funds Ducks Unlimited Inc ↗
  • Who funds SHELBURNE MUSEUM INC ↗
  • Who funds SENECA PARK ZOO SOCIETY ↗
  • Who funds ADIRONDACK MOUNTAIN CLUB INC ↗
  • Who funds Rochester Institute of Technology ↗
  • Who funds ABILIS INC ↗
  • Who funds THE GREAT LAKES HISTORICAL SOCIETY ↗
  • Who funds THE SPENCE SCHOOL ↗
  • Who funds HERRESHOFF MARINE MUSEUM ↗
  • Who funds GENESEE COUNTRY MUSEUM ↗
  • Who funds ST LAWRENCE UNIVERSITY ↗
  • Who funds GREENWICH HOSPITAL ↗
  • Who funds New York Museum of Transportation ↗
  • Who funds GOODWILL OF THE FINGER LAKES INC ↗
  • Who funds Genesee Valley Audubon Society ↗
  • Who funds The Lake George Association Inc ↗
  • Who funds HUNT HOLLOW RACE TEAM INC ↗
  • Who funds HILLSIDE CHILDREN'S CENTER ↗
  • Who funds THE ROCHESTER GENERAL HOSPITAL ↗
  • Who funds MYSTIC SEAPORT MUSEUM INC ↗
  • Who funds THE AQUINAS INSTITUTE OF ROCHESTER ↗
  • Who funds THE NORMAN HOWARD SCHOOL ↗

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.

Rochester Area Community FoundationNY22.7× affinity9 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Rochester Area Community Foundation · Max and Marian Farash Charitable Foundation · United Way of Greater Rochester and the Finger Lakes Inc · Ibm International Foundation · JM McDonald Foundation Inc · Ge Aerospace Foundation · Paychex Charitable Foundation Inc · Rochester Area Community Foundation Depository Inc · Greater Rochester Health Foundation · Esl Charitable Foundation · The Pfizer Foundation Inc · National Philanthropic Trust

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 Helen and Ritter Shumway Fdn funds: left to right is the share of its income from government, bottom to top the share from Helen and Ritter Shumway Fdn. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%3%10%23%40%funder's share of their income ↑0%23%45%68%90%share of the org’s income from government →median 5%
  • Abilis Inc: 74% of income from government
  • Shelburne Museum Inc: 9% of income from government
  • Mystic Seaport Museum Inc: 5% of income from government
  • Historic Deerfield Inc: 0% of income from government
  • Greenwich Hospital: 0% of income from government
no gov moneyreceives it· size = income
0get no government money at all
6report 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 41 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 Helen and Ritter Shumway Fdn’s filings →

More from the funding graph