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· Private foundation

Holbrook Family Foundation

Its FY2021 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$45k
Granted FY2020
9
Grants FY2020
3
States reached
$25k
Largest

Read this first · the figures below need context

73% of Holbrook Family Foundation’s FY2021 grant dollars went to Bank Of America Charitable Gift Fd, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2021 names 8 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2020, the last year Holbrook Family Foundation named its own grantees at scale: 6 organizations, $45k. It is dated, not current.

Organizations named directly on the return

9
’19
6
’20
8
’21

Amber years are those where most dollars went to a sponsor.

01What it funds
0197% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2021.

Philanthropy$410kEducation$128kHealth$70kArts & Culture$22kHuman Services$13kCivil Rights$5kAnimals$5kEnvironment$4kOther$0
02FY2020 · 9 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2020

  • Under $10k8 grants · $20k
  • $10k–50k1 grant · $25k
$2,500
Median grant
3
States reached
$0
Total assets
Largest grants
RecipientAmount
NYU LANGONE MEDICAL CENTER$25,000
GREENWICH HISTORICAL SOCIETY$2,500
PRESERVATION LEAGUE OF NEW YORK STATE$2,500
READY KIDS INC$2,500
EVERYTOWN FOR GUN SAFETY SUPPORT FD$2,500
VILLAGE SCHOOL$2,500
SUSQUEHANNA ANIMAL SHELTER$2,500
SHELTER FOR HELP IN EMERGENCY$2,500
HYDE HALL$2,500
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 (FY19–21, $13k) land where the poverty rate runs at 8%, against an area that typically sits at 13%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 13%SHELTER FOR HELP IN EMERGENCY: $3k → 8%READY KIDS INC: $3k → 8%SHELTER FOR HELP IN EMERGENCY: $3k → 8%SHELTER FOR HELP IN EMERGENCY: $3k → 8%SERVICE DOGS OF VIRGINIA: $2k → 8%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.

42%of every dollar goes to organizations it has funded before.
$106k · 8 repeat orgs$144k to everyone else

8 repeat relationships: 8 still active in FY2020, 0 since wound down; 4 grantees were first funded in FY2020 (too recent to call). Read against FY2020, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

8
5

Total granted

$106k
$17k

Median revenue growth · since first grant

+7%
+77%

Still filing today

63%
80%

New vs renewed · share of each year

In FY2021, 17% of grant dollars renewed an existing relationship; $125k went to new ones.

50%100%’19’20’21
RenewedFirst-time

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

’19’20’21
Arts & CultureHuman ServicesEducationEnvironmentHealthCrime & LegalOther
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

  • SF
    SHELTER FOR HELP IN EMERGENCY INC
    3× · 2019–2021 · $8k · revenue +15%
  • VS
    VILLAGE SCHOOL
    3× · 2019–2021 · $8k · revenue +21%
  • PL
    PRESERVATION LEAGUE OF NEW YORK STATE
    3× · 2019–2021 · $7k · revenue +7%

Funded once

  • MJ
    METROPOLITAN JEWISH HEALTH SYSTEM INCgraduated
    one grant, 2019 · $10k · revenue +25%
  • EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC
    one grant, 2019 · $3k · revenue +10%
  • IG
    Individual grant recipient
    one grant, 2019 · $3k
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
Delaware Museum of Nature and Science Inc

The museum is an educational corporation formed to ignite a life-long passion for exploring, discovering, and valuing nature and science.

—
2
Hill-Stead Museum Board of Governors Inc

To support and to provide advice and assistance to the trustees of the hill-stead museum, a national historic landmark and public charity which preserves, displays and interprets the 1901 colonial home, property, and fine art collections…

Arts & Culture
3
The Landmark Society of Western New York Inc

To educate the community as to the significance of their architectural and historic heritage through the preservation, protection, improvement, and restoration of sites and buildings in western new york that are of historic or civic…

Arts & Culture
4
Detroit Historical Society

The Detroit Historical Society tells Detroit's stories and why they matter through its exhibits, programs, outreach, and the preservation and dissemination of its artifacts and collections.

Arts & Culture
5
Dutchess Land Conservancy Inc

Dutchess land conservancy (dlc) is dedicated to preserving the scenic, agricultural and environmental resources of dutchess county, new york, and the surrounding area. dlc, as a private non-profit land conservation organization, carries…

Environment
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
Florence Griswold Museum Inc

The florence griswold museum seeks to promote a greater understanding of connecticut's contribution to american art and history through public exhibitions and educational programs.

Arts & Culture
8
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
9
Native Plant Trust Inc

The organization's mission is to conserve and promote new england's native plants to ensure healthy, biologically diverse landscapes.

Environment
10
Environmental Investigation Agency

To establish and promote programs to protect the global climate, forests, wildlife and the natural environment, through research, advocacy, and investigation.

International
11
Museum of Arts and Design

To collect, display and interpret objects in craft art and design.

Arts & Culture
12
The Trustees of Reservations

Overview - founded in boston by pioneering landscape architect and open space visionary charles eliot in 1891, the trustees is the nation's first and the commonwealth's largest conservation and preservation nonprofit.

Environment
How this is measured
The grantee most central to the portfolio’s shape is Greenwich Historical Society Inc; the most unlike its peers is The Everglades 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

14 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. 14 of the 18 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)
2
Early backer (in before they grew)
14/14
Grantees still filing
11/14
Grew since first funded

Where the money sits, by cause and then by grantee

BANK OF AMERICA CHARITABLE GIFT FD: $410,000 · PhilanthropyBANK OF AMERICA CHARITABLE GIFT FDMILLBROOK SCHOOL: $120,000 · EducationMILLBROOK SCHOOLVILLAGE SCHOOL: $7,500 · EducationVILLAGE SCHOOLNYU LANGONE MEDICAL CENTER: $60,000 · OtherNYU LANGONE …EVERYTOWN FOR GUN SAFETY SUPPORT FD: $5,000 · OtherEVERYTOWN FO…SUSQUEHANNA ANIMAL SHELTER: $4,500 · OtherSUSQUEHANNA …Individual grant recipient: $2,500 · Other+1 more: $1,000 · OtherHYDE HALL INC: $7,000 · Arts & CulturePRESERVATION LEAGUE OF NEW YORK STATE: $7,000 · Arts & CultureGREENWICH HISTORICAL SOCIETY INC: $7,000 · Arts & CultureFENIMORE ART MUSEUM: $1,000 · Arts & CultureSHELTER FOR HELP IN EMERGENCY INC: $8,000 · Human ServicesREADYKIDS INC: $2,500 · Human ServicesSERVICE DOGS OF VIRGINIA INC: $2,000 · Human ServicesMETROPOLITAN JEWISH HEALTH SYSTEM INC: $10,000 · HealthTHE EVERGLADES FOUNDATION INC: $2,500 · EnvironmentEVERYTOWN FOR GUN SAFETY SUPPORT FUND INC: $2,500 · Crime & Legal
Philanthropy$410,000Education$127,500Other$73,000Arts & Culture$22,000Human Services$12,500Health$10,000Environment$2,500Crime & Legal$2,500

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 budgetBANK OF AMERICA CHARITABLE GIFT FD: $410,000 over 1y, 0.0% of budgetMILLBROOK SCHOOL: $120,000 over 1y, 0.3% of budgetMETROPOLITAN JEWISH HEALTH SYSTEM INC: $10,000 over 1y, 0.0% of budgetSHELTER FOR HELP IN EMERGENCY INC: $8,000 over 3y, 0.1% of budgetVILLAGE SCHOOL: $7,500 over 3y, 0.2% of budgetHYDE HALL INC: $7,000 over 3y, 0.4% of budgetPRESERVATION LEAGUE OF NEW YORK STATE: $7,000 over 3y, 0.2% of budgetGREENWICH HISTORICAL SOCIETY INC: $7,000 over 3y, 0.2% of budgetTHE EVERGLADES FOUNDATION INC: $2,500 over 1y, 0.0% of budgetEVERYTOWN FOR GUN SAFETY SUPPORT FUND INC: $2,500 over 1y, 0.0% of budgetREADYKIDS INC: $2,500 over 1y, 0.1% of budgetSERVICE DOGS OF VIRGINIA INC: $2,000 over 1y, 0.2% of budgetFENIMORE ART MUSEUM: $1,000 over 1y, 0.0% of budgetOTSEGO 2000 INC: $1,000 over 1y, 0.4% 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.

Alice Busch Gronewaldt Foundation IncNY13.6× affinity4 shared granteesties to 7 of 8Hover any node to trace its alignments.Compare side by side →

Open a dossier: Alice Busch Gronewaldt Foundation Inc · Charlottesville Area Community Foundation · The Bessemer Giving Fund · Vanguard Charitable Endowment Program · National Philanthropic Trust · Morgan Stanley Global Impact Funding Trust Inc · Donor Advised Charitable Giving 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 Holbrook Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Holbrook Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 20%0%1%3%5%funder's share of their income ↑0%10%20%30%40%share of the org’s income from government →
    no gov moneyreceives it· size = income
    2get no government money at all
    7report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–40%
    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 18 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 2020, released 2020. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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