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· Private foundation

Herbert L Smith III Family Fund

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.

$53k
Granted FY2025still arriving
7
Grants FY2025still arriving
3
States reached
$20k
Largest
01What it funds
0196% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Youth Development$128kEnvironment$47kReligion$36kEducation$34kAnimals$27kPhilanthropy$18kHealth$16kRecreation & Sports$6kOther$0
02FY2025 · 7 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k5 grants · $18k
  • $10k–50k2 grants · $35k
$5,000
Median grant
3
States reached
$502k
Total assets
Largest grants
RecipientAmount
GLENCOVE BOYS & GIRLS CLUB$20,000
Individual grant recipient$15,445
GREEN VALE SCHOOL$5,000
NORTH SHORE WILDLIFE SANCTUARY INC$5,000
NORTH SHORE LAND ALLIANCE INC$5,000
GROTON SCHOOL$2,000
LAUREL RIDGE FOUNDATION$1,000
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 9%, against an area that typically sits at 6%. 41% of its dollars go to grantees based in above-average-need neighborhoods. Its grants spread fairly evenly across need levels.

area typical 6%GROTON SCHOOL: $2k → 8%QUEBEC-LABRADOR FOUNDATION: $2k → 10%WILLIAMS COLLEGE ALUMNI FUND: $3k → 12%US SQUASH: $5k → 22%NORTH SHORE WILD LIFE SANCTUARY: $8k → 6%GOSPEL IN LIFE: $16k → 13%LAUREL RIDGE FOUNDATION: $6k → 9%LEADERSHIP INSTITUE: $2k → 7%GROTON SCHOOL: $2k → 8%WILLIAMS COLLEGE ALUMNI FUND: $3k → 12%NORTH SHORE WILDLIFE SANCTUARY INC: $5k → 6%GOSPEL IN LIFE: $15k → 13%LAUREL RIDGE FOUNDATION: $3k → 9%GROTON SCHOOL: $2k → 8%NORTH SHORE WILDLIFE SANCTUARY INC: $5k → 6%GOSPEL IN LIFE: $8k → 13%GROTON SCHOOL: $2k → 8%NORTH SHORE WILDLIFE SANCTUARY: $3k → 6%GROTON SCHOOL: $2k → 8%NORTH SHORE WILDLIFE SANCTUARY: $3k → 6%GROTON SCHOOL: $2k → 8%NORTH SHORE LAND ALLIANCE: $9k → 6%NATURE CONSERVANCY OF NEW YORK: $3k → 17%NORTH SHORE LAND ALLIANCE: $4k → 6%HOPE FOR NEW YORK: $5k → 17%BOYS CLUB OF NY: $5k → 17%BOYS CLUB OF NY: $5k → 17%BOYS CLUB OF NY: $4k → 17%GREEN VALE SCHOOL: $5k → 6%REDEEMER PRESBETERIAN CHURCH: $10k → 17%REDEEMER PRESBETERIAN CHURCH: $7k → 17%MEMORIAL SLOAN KETTERING CANCER CENTER: $10k → 17%HOPE FOR NY: $5k → 17%GLENCOVE BOYS & GIRLS CLUB: $20k → 6%GLENCOVE BOYS & GIRLS CLUB: $15k → 6%GLENCOVE BOYS & GIRLS CLUB: $15k → 6%GLENCOVE BOYS & GIRLS CLUB: $15k → 6%GLENCOVE BOYS & GIRLS CLUB: $15k → 6%GLENCOVE BOYS & GIRLS CLUB: $13k → 6%GLENCOVE BOYS & GIRLS CLUB: $10k → 6%GLENCOVE BOYS & GIRLS CLUB: $5k → 6%GLENCOVE BOYS & GIRLS CLUB: $5k → 6%NORTH SHORE LAND ALLIANCE INC: $8k → 6%NORTH SHORE LAND ALLIANCE INC: $7k → 6%CHRIST CHURCH: $5k → 6%NORTH SHORE LAND ALLIANCE INC: $5k → 6%CHRIST CHURCH: $3k → 6%CHRIST CHURCH: $3k → 6%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.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

89%of every dollar goes to organizations it has funded before.
$320k · 19 repeat orgs$39k to everyone else

19 repeat relationships: 7 still active in FY2025, 12 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

19
13

Total granted

$320k
$39k

Median revenue growth · since first grant

+21%
+39%

Still filing today

58%
69%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

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

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

’17’18’19’20’21’22’23’24’25
EducationEnvironmentHealthPhilanthropyYouth DevelopmentAnimalsOther
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

  • GC
    GLEN COVE BOYS & GIRLS CLUB AT LINCOLN HOUSE INC
    9× · 2017–2025 · $112k · revenue +37%
  • TN
    THE NORTH SHORE LAND ALLIANCE INC
    7× · 2017–2025 · $34k · revenue +8%
  • NS
    NORTH SHORE WILDLIFE SANCTUARY INC
    7× · 2017–2025 · $25k · revenue +210%

Funded once

  • MEMORIAL SLOAN-KETTERING CANCER CENTERgraduated
    one grant, 2017 · $10k · revenue +121%
  • US
    US SQUASH
    one grant, 2022 · $5k
  • IG
    Individual grant recipient
    one grant, 2019 · $5k
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
North Shore University Hospital

North shore university hospital is part of northwell health ("northwell"), which strives to improve the health of the communities it serves and is committed to providing the highest quality clinical care; educating the current and future…

Health
2
Lenox Hill Hospital

Lenox hill hospital is part of northwell health ("northwell"), which strives to improve the health of the communities it serves and is committed to providing the highest quality clinical care; educating the current and future generations…

Health
3
Long Island Jewish Medical Center

Long island jewish medical center is part of the northwell health ("northwell"), which strives to improve the health of the communities it serves and is committed to providing the highest quality clinical care; educating the current and…

Health
4
Glen Cove Hospital

Glen cove hospital is part of northwell health, inc. ("northwell"), which strives to improve the health of the communities it serves and is committed to providing the highest quality geriatric care; educating the current and future…

Health
5
Northeast College of Health Sciences

Northeast college of health sciences (the college) is committed to academic excellence, leadership, and professional best practices in the health sciences.

Education
6
South Shore University Hospital

South shore university hospital is part of northwell health ("northwell"), which strives to improve the health of the communities it serves and is committed to providing the highest quality clinical care; educating the current and future…

Health
7
Northern Westchester Hospital Association

Northern westchester hospital association is an affiliate within northwell health, inc. ("northwell"), which strives to improve the health of the communities it serves and is committed to providing the highest quality clinical care;…

Health
8
Northwell Health Inc

Northwell health is the parent company of a fully integrated health system that is committed to promote clinical care, health education, conduct biomedical research, and caring for the community regardless of ability to pay.

Community Improvement
9
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
10
Northwell Healthcare Inc

Northwell healthcare inc. coordinates policy making and strategic planning by providing advisory and administrative support services to affiliated health care organizations within northwell health; whose mission is to improve the health of…

Health
11
Plainview Hospital

Plainview hospital is part of northwell health, inc ("northwell"), which strives to improve the health of the communities it serves and is committed to providing the highest quality clinical care; educating the current and future…

Health
12
Northwell Inc

Northwell, inc. is organized and operated exclusively for charitable, scientific and educational purposes within the meaning of section 501(c)(3) of the internal revenue code. northwell, inc. is organized and operated exclusively for the…

Health
How this is measured
The grantee most central to the portfolio’s shape is Central Park Conservancy Inc; the most unlike its peers is Laurel Ridge 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

22 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. 22 of the 34 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)
3
Early backer (in before they grew)
22/22
Grantees still filing
19/22
Grew since first funded

Where the money sits, by cause and then by grantee

Individual grant recipient: $39,445 · OtherIndividual grant recipientREDEEMER PRESBETERIAN CHURCH: $17,000 · OtherREDEEMER PRESBETERIAN CHURCHCHRIST CHURCH: $16,500 · OtherCHRIST CHURCHBOYS CLUB OF NY: $16,240 · OtherBOYS CLUB OF NYLAUREL RIDGE FOUNDATION INC: $11,000 · OtherLAUREL RIDGE FOUNDATION INCOld Westbury Gardens Inc: $5,000 · OtherUS SQUASH: $5,000 · OtherIndividual grant recipient: $5,000 · Other+8 more: $19,000 · Other+8 moreGLEN COVE BOYS & GIRLS CLUB AT LINCOLN HOUSE INC: $112,210 · Youth DevelopmentGLEN COVE BOYS & GIRLS CLUB AT LIN…THE NORTH SHORE LAND ALLIANCE INC: $34,450 · EnvironmentTHE NORTH SH…NORTH COUNTRY GARDEN CLUB OF LONG ISLAND INC: $3,000 · EnvironmentNORTH COUNTR…PLANTING FIELDS FOUNDATION: $1,500 · Environment+1 more: $500 · EnvironmentGROTON SCHOOL: $15,000 · EducationGROTON SC…GREEN VALE SCHOOL: $6,000 · EducationGREEN VAL…Williams College: $6,000 · EducationWilliams …EAST WOODS SCHOOL INC: $2,000 · EducationEAST WOOD…BREAKTHROUGH NEW YORK INC: $1,500 · EducationNew York University: $1,200 · EducationNORTH SHORE WILDLIFE SANCTUARY INC: $24,500 · AnimalsMEMORIAL SLOAN-KETTERING CANCER CENTER: $10,000 · HealthNORTHWELL HEALTH FOUNDATION: $2,000 · HealthST FRANCIS HOSPITAL FOUNDATION INC: $1,000 · HealthHOPE FOR NEW YORK: $5,000 · PhilanthropyTHE QUEBEC-LABRADOR FOUNDATION INC: $3,000 · PhilanthropyTHE COMMUNITY FOUNDATION OF OYSTER BAY INC: $2,000 · Philanthropy
Other$134,185Youth Development$112,210Environment$39,450Education$31,700Animals$24,500Health$13,000Philanthropy$10,000

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 budgetGLEN COVE BOYS & GIRLS CLUB AT LINCOLN HOUSE INC: $112,210 over 9y, 1.3% of budgetTHE NORTH SHORE LAND ALLIANCE INC: $34,450 over 7y, 0.4% of budgetNORTH SHORE WILDLIFE SANCTUARY INC: $24,500 over 7y, 1.8% of budgetGROTON SCHOOL: $15,000 over 9y, 0.0% of budgetLAUREL RIDGE FOUNDATION INC: $11,000 over 4y, 16% of budgetMEMORIAL SLOAN-KETTERING CANCER CENTER: $10,000 over 1y, 0.0% of budgetGREEN VALE SCHOOL: $6,000 over 2y, 0.0% of budgetWilliams College: $6,000 over 2y, 0.0% of budgetOld Westbury Gardens Inc: $5,000 over 3y, 0.0% of budgetHOPE FOR NEW YORK: $5,000 over 1y, 0.1% of budgetLeadership Institute: $4,000 over 3y, 0.0% of budgetTHE QUEBEC-LABRADOR FOUNDATION INC: $3,000 over 2y, 0.1% of budgetNORTH COUNTRY GARDEN CLUB OF LONG ISLAND INC: $3,000 over 3y, 1.4% of budgetEAST WOODS SCHOOL INC: $2,000 over 1y, 0.0% of budgetNORTHWELL HEALTH FOUNDATION: $2,000 over 1y, 0.0% of budgetTHE COMMUNITY FOUNDATION OF OYSTER BAY INC: $2,000 over 2y, 0.2% of budgetPLANTING FIELDS FOUNDATION: $1,500 over 2y, 0.1% of budgetBREAKTHROUGH NEW YORK INC: $1,500 over 1y, 0.1% of budgetNew York University: $1,200 over 1y, 0.0% of budgetST FRANCIS HOSPITAL FOUNDATION INC: $1,000 over 1y, 0.0% of budgetCENTRAL PARK CONSERVANCY INC: $1,000 over 1y, 0.0% of budgetCAUMSETT FOUNDATION INC: $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.

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.

Hugh and Patricia Okane Foundation Co Hugh OkaneFL17.9× affinity6 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Hugh and Patricia Okane Foundation Co Hugh Okane · Ainslie Foundation · The Stebbins Fund Inc · John R & Hope Reese Foundation · The Roger Rechler Foundation · Dooley Family Foundation · Knott Family Foundation · Peggy N & Roger G Gerry Charitable · The Bahnik Foundation Inc · The Pamela Howard Family Foundation Inc · The Moore Charitable Foundation Inc · Community Foundation of Jackson Hole

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 Herbert L Smith III Family Fund funds: left to right is the share of its income from government, bottom to top the share from Herbert L Smith III Family Fund. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 20%1%3%6%10%funder's share of their income ↑0%3%5%8%10%share of the org’s income from government →median 0%
  • Williams College: 0% of income from government
no gov moneyreceives it· size = income
2get no government money at all
8report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–10%
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 34 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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