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· Private foundation

Higher Path Foundation Thomas J Holmberg Jr Ttee

Its FY2021 filing reports that it accepted unsolicited grant applications.

$7k
Granted FY2021
1
Grants FY2021
1
States reached
$7k
Largest
01What it funds
0198% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2021.

Education$345kYouth Development$248kHousing & Shelter$238kReligion$187kCommunity Improvement$100kHealth$8kEmployment$2kOther$0
02FY2021 · 1 grant

Where the money goes

Grants by size, and the largest recipients.

$7,000
Median grant
1
States reached
$0
Total assets
Largest grants
RecipientAmount
COMMUNITIES IN SCHOOLS OF CHICAGO$7,000
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 (FY17–21) land where the poverty rate runs at 14%, against an area that typically sits at 12%. 97% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 12%HAZELDEN BETTY FORD: $5k → 5%THE RETREAT: $20k → 11%THE CRU FOUNDATION: $3k → 13%COMMON GROUND: $100k → 17%TRUE VALUE BOYS & GIRLS CLUB: $50k → 14%THE RETREAT: $10k → 11%TRUE VALUE BOYS & GIRLS CLUB: $43k → 14%TRUE VALUE BOYS & GIRLS CLUB: $20k → 14%THE ALLIANCE 98: $2k → 14%REFUGEE ONE: $105k → 14%SARAH'S CIRCLE: $65k → 14%SARAH'S CIRCLE: $35k → 14%REFUGEE ONE: $20k → 14%MERCY HOUSING LAKEFRONT: $41k → 14%REFUGEE ONE: $20k → 14%MERCY HOUSING LAKEFRONT: $30k → 14%SARAH'S CIRCLE: $15k → 14%MERCY HOUSING LAKEFRONT: $21k → 14%SARAH'S CIRCLE: $15k → 14%MERCY HOUSING LAKEFRONT: $16k → 14%REFUGEE ONE: $12k → 14%EMBARC CHICAGO: $5k → 14%BOYS & GIRLS CLUBS OF CHICAGO: $105k → 14%COMMUNITIES IN SCHOOLS OF CHICAGO: $40k → 14%BOYS & GIRLS CLUBS OF CHICAGO: $20k → 14%COMMUNITIES IN SCHOOLS OF CHICAGO: $20k → 14%COMMUNITIES IN SCHOOLS OF CHICAGO: $17k → 14%COMMUNITIES IN SCHOOLS OF CHICAGO: $10k → 14%COMMUNITIES IN SCHOOLS OF CHICAGO: $7k → 14%BOYS & GIRLS CLUBS OF CHICAGO: $5k → 14%BOYS & GIRLS CLUBS OF CHICAGO: $5k → 14%LOYOLA ACADEMY: $20k → 14%LOYOLA ACADEMY: $15k → 14%LOYOLA ACADEMY: $15k → 14%LOYOLA ACADEMY: $15k → 14%HOLY TRINITY HIGH SCHOOL: $20k → 14%HOLY TRINITY HIGH SCHOOL: $20k → 14%HOLY TRINITY HIGH SCHOOL: $20k → 14%SAN MIGUEL SCHOOL: $30k → 14%SAN MIGUEL SCHOOL: $20k → 14%CHICAGO JESUIT ACADEMY: $20k → 14%SAN MIGUEL SCHOOL: $16k → 14%CHICAGO JESUIT ACADEMY: $15k → 14%SAN MIGUEL SCHOOL: $15k → 14%CHICAGO JESUIT ACADEMY: $10k → 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.
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.

90%of every dollar goes to organizations it has funded before.
$1.0M · 11 repeat orgs$115k to everyone else

Grantees it renews have grown median revenue +146% since the first grant, against +107% for those funded once.

11 repeat relationships: 1 still active in FY2021, 10 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

11
5

Total granted

$1.0M
$115k

Median revenue growth · since first grant

+146%
+107%

Still filing today

55%
60%

New vs renewed · share of each year

In FY2021, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’17’18’19’20’21
RenewedFirst-time

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

’17’18’19’20’21
Housing & ShelterReligionYouth DevelopmentEducationCommunity ImprovementHealthOther
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

  • R
    REFUGEEONE
    4× · 2017–2020 · $157k · revenue +190%
  • BA
    BOYS AND GIRLS CLUBS OF CHICAGO
    4× · 2017–2020 · $135k · revenue +39%
  • SC
    SARAH'S CIRCLE
    4× · 2017–2020 · $130k · revenue +261%

Funded once

  • COMMON GROUND INCgraduated
    one grant, 2020 · $100k · revenue +107%
  • IG
    Individual grant recipient
    one grant, 2018 · $5k
  • HAZELDEN BETTY FORD FOUNDATION
    one grant, 2019 · $5k · revenue +13%
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
Students Run Chicago
Health
2
Goodwill Industries of Metropolitan Chicago Inc

Goodwill industries of metropolitan chicago, inc. ("goodwill-chicago") is a nonstock, not-for-profit illinois corporation, whose sole member is goodwill industries of southeastern wisconsin, inc. ("goodwill"), a wisconsin nonstock,…

Human Services
3
A Better Chicago

A better chicago is changing how chicago fights poverty by investing in bold ideas that create opportunity for our youth.

Human Services
4
Collective Chicago

To disrupt cycles of poverty with dignified transitional housing that hoslistically connects young men to opportunities that create and sustain personal, professional and relational growth.

Housing & Shelter
5
True Chicago
Arts & Culture
6
Covenant House Chicago
—
7
Chicago Jobs Council

Chicago Jobs Council (CJC) pursues its mission through advocacy, applied research, public education and capacity-building initiatives focused on influencing the development or reform of public policies and programs. From 18 original…

—
8
Chicago Coalition to End Homelessness

Chicago Coalition to End Homelessness (CCH) builds community power and advances racial equity through organizing, advocacy, legal assistance, and education to prevent and end homelessness because housing is a human right.

Housing & Shelter
9
Chicago Heightening Opportunity and Potential for

Providing academic support to children experiencing homelessness in Chicago and providing resources and services to families experiencing homelessness in Chicago.

Education
10
Chicago Refugee Coalition

The Chicago Refugee Coalition is a 501c3 non-profit organization dedicated ot the alleviation of human suffering through innovative partnerships, advocacy and community empowerment.

Human Services
11
Chicago Collegiate Inc

To equip all students in grades six through twelve with the academic skills, intellectual habits and character traits to succeed in the college of their choice, strenghten their communities and change the world.

Education
12
Association House of Chicago

Association house's mission is to advance each person's full participation in the life of their families, communities, and society. since 1899, we have served a vibrant, multicultural community. we used a trauma informed, culturally…

Human Services
How this is measured
The grantee most central to the portfolio’s shape is Communities in Schools of Chicago; the most unlike its peers is Common Ground 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

9 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. 9 of the 16 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)
4
Early backer (in before they grew)
9/9
Grantees still filing
9/9
Grew since first funded

Where the money sits, by cause and then by grantee

TRUE VALUE BOYS & GIRLS CLUB: $112,500 · OtherTRUE VALUE BOYS & GIRLS CLUBCOMMUNITIES IN SCHOOLS OF CHICAGO: $94,000 · OtherCOMMUNITIES IN SCHOOLS OF CHICAGOLOYOLA ACADEMY: $65,000 · OtherLOYOLA ACADEMYHOLY TRINITY HIGH SCHOOL: $60,000 · OtherHOLY TRINITY HIGH SCHOOLCHICAGO JESUIT ACADEMY: $45,000 · OtherCHICAGO JESUIT ACADEMYTHE RETREAT: $30,000 · OtherTHE RETREAT+2 more: $7,500 · OtherSARAH'S CIRCLE: $130,000 · Housing & ShelterSARAH'S CIRCLEMERCY HOUSING LAKEFRONT: $108,000 · Housing & ShelterMERCY HOUSING LAKEFRONTREFUGEEONE: $156,500 · ReligionREFUGEEONEBOYS AND GIRLS CLUBS OF CHICAGO: $135,000 · Youth DevelopmentBOYS AND GIRL…COMMON GROUND INC: $100,000 · Community ImprovementCOMMON GRO…SAN MIGUEL FEBRES CORDERO SCHOOL INC: $81,000 · EducationHAZELDEN BETTY FORD FOUNDATION: $5,000 · HealthALLIANCE 98: $2,000 · Employment
Other$414,000Housing & Shelter$238,000Religion$156,500Youth Development$135,000Community Improvement$100,000Education$81,000Health$5,000Employment$2,000

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 budgetREFUGEEONE: $156,500 over 4y, 2.2% of budgetBOYS AND GIRLS CLUBS OF CHICAGO: $135,000 over 4y, 0.8% of budgetSARAH'S CIRCLE: $130,000 over 4y, 0.5% of budgetMERCY HOUSING LAKEFRONT: $108,000 over 4y, 0.2% of budgetCOMMON GROUND INC: $100,000 over 1y, 16% of budgetCOMMUNITIES IN SCHOOLS OF CHICAGO: $94,000 over 5y, 1.1% of budgetSAN MIGUEL FEBRES CORDERO SCHOOL INC: $81,000 over 4y, 2.5% of budgetHAZELDEN BETTY FORD FOUNDATION: $5,000 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 REFUGEEONE ↗
  • Who funds BOYS AND GIRLS CLUBS OF CHICAGO ↗
  • Who funds SARAH'S CIRCLE ↗
  • Who funds MERCY HOUSING LAKEFRONT ↗
  • Who funds COMMON GROUND INC ↗
  • Who funds COMMUNITIES IN SCHOOLS OF CHICAGO ↗
  • Who funds SAN MIGUEL FEBRES CORDERO SCHOOL INC ↗
  • Who funds HAZELDEN BETTY FORD FOUNDATION ↗
  • Who funds ALLIANCE 98 ↗

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 Chicago Community TrustIL14.5× affinity5 shared granteesties to 6 of 6Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Chicago Community Trust · American Endowment Foundation · National Philanthropic Trust · Donor Advised Charitable Giving Inc · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · 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 Higher Path Foundation Thomas J Holmberg Jr Ttee funds: left to right is the share of its income from government, bottom to top the share from Higher Path Foundation Thomas J Holmberg Jr Ttee. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%5%11%20%funder's share of their income ↑0%3%5%8%10%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get 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 · 0–10%
    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 16 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 2021, released 2021. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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