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· Private foundation

Herbert Fales Educational Trust

Its FY2025 filing reports that it accepted unsolicited grant applications.

$42k
Granted FY2025still arriving
7
Grants FY2025still arriving
3
States reached
$10k
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 2025.

Education$327kRecreation & Sports$11kHealth$8kScience & Tech$2k
02FY2025 · 7 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k6 grants · $32k
  • $10k–50k1 grant · $10k
$6,000
Median grant
3
States reached
$871k
Total assets
Largest grants
RecipientAmount
UNIVERSITY OF MASSACHUSETTS AT AMHERST$10,000
UNIVERSITY OF NEW HAMPSHIRE$8,000
WORCESTER POLYTECHNIC INSTITUTE$8,000
BRANDEIS UNIVERSITY$6,000
NORTHEASTERN UNIVERSITY$4,000
UNIVERSITY OF RHODE ISLAND$4,000
WILLIAMS COLLEGE$2,000
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 (FY17–25) land where the poverty rate runs at 12%, against an area that typically sits at 11%. 69% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%BRANDEIS UNIVERSITY: $6k → 8%WORCESTER POLYTECHNIC INSTITUTE: $8k → 11%UMASS AMHERST: $25k → 12%WILLIAMS COLLEGE: $5k → 12%NORTHEASTERN UNIVERSITY: $8k → 16%ST CLOUD STATE UNIVERSITY: $4k → 11%BUCKNELL UNIVERSITY: $3k → 11%PENN STATE UNIVERSITY PARK: $4k → 16%UNIVERSITY OF SOUTHERN CA: $4k → 14%CANISIUS COLLEGE: $10k → 13%ROCHESTER INSTITUTE OF TECHNOLOGY: $3k → 14%ITHACA COLLEGE: $4k → 16%NEW YORK UNIVERSITY: $3k → 17%UNIVERSITY OF TAMPA: $4k → 13%UNIVERSITY OF MICHIGAN: $4k → 14%CONNECTICUT COLLEGE: $3k → 9%EASTERN CONNECTICUT STATE UNIV: $8k → 12%UNIVERSITY OF RHODE ISLAND: $4k → 7%UNIV OF MARYLAND COLLEGE PARK: $3k → 11%PURDUE UNIVERSITY: $3k → 12%UNIVERSITY OF NEW HAMPSHIRE: $8k → 9%UNIVERSITY OF MAINE ORONO: $7k → 15%UMASS LOWELL: $11k → 8%WORCESTER POLYTECHNIC INSTITUTE: $4k → 11%UMASS AMHERST: $24k → 12%WILLIAMS COLLEGE: $3k → 12%NORTHEASTERN UNIVERSITY: $6k → 16%PENN STATE UNIVERSITY PARK: $4k → 16%CANISIUS COLLEGE: $5k → 13%UNIVERSITY OF MICHIGAN: $4k → 14%UNIV OF MARYLAND COLLEGE PARK: $3k → 11%UNIVERSITY OF NEW HAMPSHIRE: $3k → 9%UNIVERSITY OF MAINE ORONO: $6k → 15%UMASS LOWELL: $11k → 8%WORCESTER POLYTECHNIC INSTITUTE: $4k → 11%UNIVERSITY OF MASSACHUSETTS AT AMHERST: $10k → 12%NORTHEASTERN UNIVERSITY: $6k → 16%CANISIUS COLLEGE: $4k → 13%UNIVERISTY OF MAINE ORONO: $4k → 15%UMASS LOWELL: $10k → 8%UMASS AMHERST: $10k → 12%NORTHEASTERN UNIVERSITY: $4k → 16%UNIVERISTY OF MAINE ORONO: $4k → 15%UMASS LOWELL: $6k → 8%UMASS AMHERST: $5k → 12%BOSTON UNIVERSITY: $8k → 16%UMASS AMHERST: $4k → 12%BOSTON UNIVERSITY: $4k → 16%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
NH
MN
MI
NY
MA
PA
CT
RI
CA
MD
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.

85%of every dollar goes to organizations it has funded before.
$286k · 16 repeat orgs$51k to everyone else

Grantees it renews have grown median revenue +45% since the first grant, against +24% for those funded once.

16 repeat relationships: 4 still active in FY2025, 12 since wound down; 2 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

16
10

Total granted

$286k
$37k

Median revenue growth · since first grant

+45%
+24%

Still filing today

44%
50%

New vs renewed · share of each year

In FY2025, 61% of grant dollars renewed an existing relationship; $14k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time
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

  • NORTHEASTERN UNIVERSITY
    4× · 2022–2025 · $24k · revenue +32%
  • CU
    CANISIUS UNIVERSITY
    4× · 2019–2022 · $22k · revenue +6%
  • WORCESTER POLYTECHNIC INSTITUTE
    4× · 2017–2025 · $19k · revenue +63%

Funded once

  • EC
    EASTERN CONNECTICUT STATE UNIV
    one grant, 2024 · $8k
  • IC
    ITHACA COLLEGE
    one grant, 2019 · $4k · revenue -9%
  • TU
    The University of Tampa Incorporatedgraduated
    one grant, 2018 · $4k · revenue +64%
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
Western New England University

Western new england university, a comprehensive private institution with a tradition of excellence in teaching and scholarship and a commitment to service, awards undergraduate, master's, and doctoral degrees in various departments from…

Education
2
Lehigh University

The university's goal in the coming decade is to advance learning through the integration of teaching, research and service to others. the core of this goal is to prepare graduates to engage with the world and lead lives of meaning. to do…

Education
3
Trustees of Tufts College

Education and Research

Education
4
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
5
Bar Ilan University in Israel Inc

Biu produces students who excel in the sciences, humanities, law, engineering, business & the arts.

—
6
Dickinson College

Dickinson college provides a useful, innovative and interdisciplinary education in the liberal arts and sciences to prepare students to lead rich and fulfilling lives of engaged global citizenship

Education
7
Bentley University

Organization's mission bentley university believes good business can impact more than the bottom line - it can change the world. bentley is a community of future business leaders who will deliver value in the marketplace and lasting…

Education
8
Boston Architectural College

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

—
9
William Marsh Rice University

As a leading research university with a distinctive commitment to undergraduate education, Rice University aspires to path breaking research, unsurpassed teaching, and contributions to the betterment of our world. It seeks to fulfill this…

Education
10
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
11
University of Miami

See Form 990, Part I, Line 1, Description of Organization Mission.

Education
12
Endicott College

Endicott college offers students a vibrant academic environment that remains true to its founding principle of integrating professional and liberal arts with experiential learning. for more information see schedule o.

Education
How this is measured
The grantee most central to the portfolio’s shape is Worcester Polytechnic Institute; the most unlike its peers is University of Michigan. 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

15 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. 15 of the 31 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)
15/15
Grantees still filing
13/15
Grew since first funded

Where the money sits, by cause and then by grantee

UMASS AMHERST: $68,000 · OtherUMASS AMHERSTUMASS LOWELL: $37,500 · OtherUMASS LOWELLWESTFIELD STATE UNIVERSITY: $19,000 · OtherWESTFIELD STATE UNIVERSITYWORCESTER POLYTECHNIC INSTITUTE: $19,000 · OtherWORCESTER POLYTECHNIC INSTITUTEUNIVERSITY OF NEW HAMPSHIRE: $15,500 · OtherUNIVERSITY OF NEW HAMPSHIREUNIVERSITY OF MAINE SYSTEM INC: $13,000 · OtherTRUSTEES OF BOSTON UNIVERSITY: $12,000 · OtherPENNSYLVANIA STATE UNIVERSITY: $11,000 · OtherUNIVERSITY OF MASSACHUSETTS AT AMHERST: $10,000 · Other+10 more: $51,000 · Other+10 moreNORTHEASTERN UNIVERSITY: $24,000 · EducationNORTHEASTERN UNIVERSITYCANISIUS UNIVERSITY: $22,000 · EducationCANISIUS UNIVERSITYWilliams College: $10,000 · EducationWilliams CollegeNew York University: $7,000 · EducationNew York UniversityBRANDEIS UNIVERSITY: $6,000 · EducationBRANDEIS UNIVERSITYUNIVERSITY OF SOUTHERN CALIFORNIA: $4,000 · EducationITHACA COLLEGE: $4,000 · EducationThe University of Tampa Incorporated: $4,000 · Education+4 more: $10,500 · Education+4 more
Other$256,000Education$91,500

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 budgetNORTHEASTERN UNIVERSITY: $24,000 over 4y, 0.0% of budgetCANISIUS UNIVERSITY: $22,000 over 4y, 0.0% of budgetWORCESTER POLYTECHNIC INSTITUTE: $19,000 over 4y, 0.0% of budgetTRUSTEES OF BOSTON UNIVERSITY: $12,000 over 2y, 0.0% of budgetWilliams College: $10,000 over 3y, 0.0% of budgetUniversity of Michigan: $8,000 over 2y, 1.9% of budgetNew York University: $7,000 over 3y, 0.0% of budgetBRANDEIS UNIVERSITY: $6,000 over 1y, 0.0% of budgetUNIVERSITY OF SOUTHERN CALIFORNIA: $4,000 over 1y, 0.0% of budgetThe University of Tampa Incorporated: $4,000 over 1y, 0.0% of budgetRochester Institute of Technology: $3,000 over 1y, 0.0% of budgetBucknell University: $3,000 over 1y, 0.0% of budgetCONNECTICUT COLLEGE: $3,000 over 1y, 0.0% of budgetPresident and Fellows of Harvard College: $1,500 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.

  • Who funds NORTHEASTERN UNIVERSITY ↗
  • Who funds CANISIUS UNIVERSITY ↗
  • Who funds WORCESTER POLYTECHNIC INSTITUTE ↗
  • Who funds TRUSTEES OF BOSTON UNIVERSITY ↗
  • Who funds Williams College ↗
  • Who funds University of Michigan ↗
  • Who funds New York University ↗
  • Who funds BRANDEIS UNIVERSITY ↗
  • Who funds UNIVERSITY OF SOUTHERN CALIFORNIA ↗
  • Who funds ITHACA COLLEGE ↗
  • Who funds The University of Tampa Incorporated ↗
  • Who funds Rochester Institute of Technology ↗
  • Who funds Bucknell University ↗
  • Who funds CONNECTICUT COLLEGE ↗
  • Who funds President and Fellows of Harvard College ↗

How much its grantees rely on government

Each dot is one organization Herbert Fales Educational Trust funds: left to right is the share of its income from government, bottom to top the share from Herbert Fales 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%25%50%75%100%share of the org’s income from government →median 7%
  • Trustees of Boston University: 12% of income from government
  • Brandeis University: 9% of income from government
  • Worcester Polytechnic Institute: 8% of income from government
  • President and Fellows of Harvard College: 7% of income from government
  • Northeastern University: 7% of income from government
  • Connecticut College: 0% of income from government
  • The University of Tampa Incorporated: 0% of income from government
  • Williams College: 0% of income from government
no gov moneyreceives it· size = income
0get no government money at all
0rely on government for over half their income
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 31 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

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