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· Private foundation

Jacobus Family Foundation

Its FY2023 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$83k
Granted FY2022
21
Grants FY2022
6
States reached
$8k
Largest

Read this first · the figures below need context

68% of Jacobus Family Foundation’s FY2023 grant dollars went to Fidelity Investments Charitable Gift Fund, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2023 names 12 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2022, the last year Jacobus Family Foundation named its own grantees at scale: 11 organizations, $83k. It is dated, not current.

Organizations named directly on the return

11
’20
10
’21
11
’22
12
’23

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

01What it funds
0198% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2023.

Philanthropy$948kHealth$78kHuman Services$56kFood & Nutrition$37kEducation$29kAnimals$24kHousing & Shelter$24kYouth Development$13kOther$0
02FY2022 · 21 grants

Where the money goes

Grants by size, and the largest recipients.

$3,000
Median grant
6
States reached
$0
Total assets
Largest grants
RecipientAmount
OPEN ARMS (FINDLAY) DOMESTIC VIOLENCE & RAPE CRISIS$7,500
MEDICAL STUDENTS FOR CHOICE$7,500
Individual grant recipient$7,500
HUMANE SOCIETY & SPCA OF HANCOCK COUNTY$7,500
SHEI-SUNSET HILL EDUCATIONAL INSTITUTE$7,500
HOPE HOUSE (FINDLAY)$7,500
MARTHA'S VINEYARD HOSPITAL$5,500
MASSACHUSETTS GENERAL HOSPITAL$5,000
MARTHA'S VINEYARD YOUTH$5,000
LEARNING PROJECT$4,000
Individual grant recipient$3,000
RED STOCKING FUND$2,500
BUNCOMBE COUNTY SPECIAL OLYMPICS$2,500
EDGARTOWN FIREMEN'S ASSOCIATION$2,000
BOSTON CHILDREN'S SCHOOL$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:

Its human-services grants (FY20–22, $20k) land where the poverty rate runs at 7%, 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%SHEI-SUNSET HILL EDUCATIONAL INSTITUTE: $8k → 7%SHEI-SUNSET HILL EDUCATIONAL INSTITUTE: $6k → 7%SHEI-SUNSET HILL EDUCATIONAL INSTITUTE: $6k → 7%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.

86%of every dollar goes to organizations it has funded before.
$247k · 22 repeat orgs$40k to everyone else

Grantees it renews have grown median revenue +22% since the first grant, against +17% for those funded once.

22 repeat relationships: 18 still active in FY2022, 4 since wound down; 9 grantees were first funded in FY2022 (too recent to call). Read against FY2022, 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

22
2

Total granted

$247k
$7k

Median revenue growth · since first grant

+22%
+17%

Still filing today

50%
50%

New vs renewed · share of each year

In FY2023, 60% of grant dollars renewed an existing relationship; $30k went to new ones.

50%100%’20’21’22’23
RenewedFirst-time

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

’20’21’22’23
HealthArts & CultureEducationHuman ServicesAnimalsPublic Safety & DisasterOther
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

  • MS
    MEDICAL STUDENTS FOR CHOICE
    4× · 2020–2023 · $24k · revenue +24%
  • HS
    HUMANE SOCIETY & SPCA OF HANCOCK COUNTY
    3× · 2020–2022 · $18k · revenue +166%
  • TC
    THE CITY MISSION OF FINDLAY OHIO
    2× · 2020–2023 · $11k · revenue +33%

Funded once

  • AM
    AWAKENING MINDS
    one grant, 2020 · $5k · revenue +17%
  • CC
    CHARLIE CARES
    one grant, 2020 · $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
Meeting Street Massachusetts Inc

Meeting street massachusetts, inc. is an independent, community-based provider of educational and developmental services to children and young adults with and without special needs.

—
2
Behavioral Associates of Massachusetts Inc

To provide day and residential treatment programs for adults diagnosed with autism or behavioral disorders.

—
3
Marshfield Youth Hockey Inc

To operate a hockey program for school age children.

Recreation & Sports
4
Edward M Kennedy Institute for the United States Senate Inc

The edward m. kennedy institute for the united states senate is dedicated to educating the public about the important role of the united states senate in our system of government, encouraging participatory democracy, invigorating civil…

Arts & Culture
5
Massachusetts Advocates for Children Inc

Massachusetts advocates for children, inc. ("mac") is a non-profit organization dedicated to removing barriers to educational and life opportunities for children and youth. we do so by advocating for and partnering with students and…

Civil Rights
6
New England Lawboston

New england law/boston dedicates itself to preparing students to be successful lawyers and leaders in the public and private sectors through integrated practical, theoretical and ethical education of the highest caliber and to contributing…

Education
7
The Guild for Human Services Inc

To educate, encourage and empower individuals with intellectual disabilities so they may achieve their full potential to lead high-quality lives and participate meaningfully in the community.

Human Services
8
Edward Street Child Services Inc

Collaborates to improve the quality and impact of early education and care, enhancing the development of young children and strengthening families in central massachusetts.

Environment
9
Beaverbrook Step Inc

Beaverbrook step, inc. is a private, not-for-profit organization which provides residential, day and support services to adults with developmental and intellectual disabilities in eastern massachusetts. the organization assists with the…

Human Services
10
John F Kennedy Family Service Center Inc

Develop and execute programs with respect to the health, education, employment, recreation, and welfare needs of the citizens of charlestown, massachusetts.

—
11
North Suffolk Community Services Inc

North suffolk community services supports individuals and families across the lifespan in their pursuit of independence and stability by providing a comprehensive array of treatment and recovery services. our approach is to intervene as…

—
12
Minds Matter of Boston Inc

Minds matter connects driven and determined students from low-income families with the people, preparation, and possibilities to succeed in college, create their future, and change the world.

Youth Development
How this is measured
The grantee most central to the portfolio’s shape is Ymca of Martha's Vineyard Inc; the most unlike its peers is Friends of Ryan Duce Morrissey Scholarship Fund. 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

18 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. 18 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)
4
Early backer (in before they grew)
17/18
Grantees still filing
15/18
Grew since first funded

Where the money sits, by cause and then by grantee

FIDELITY INVESTMENTS CHARITABLE GIFT FUND: $948,433 · Community ImprovementFIDELITY INVESTMENTS CHARITABLE GIFT FUNDMASS GENERAL BRIGHAM INCORPORATED: $27,000 · OtherMASS GENERAL BRIGH…Individual grant recipient: $23,500 · OtherIndividual grant r…MASSACHUSETTS GENERAL HOSPITAL: $20,000 · OtherMASSACHUSETTS GENE…OPEN ARMS (FINDLAY) DOMESTIC VIOLENCE & RAPE CRISIS: $18,000 · OtherOPEN ARMS (FINDLAY…HOPE HOUSE (FINDLAY): $13,500 · OtherHOPE HOUSE (FINDLA…THE CITY MISSION OF FINDLAY OHIO: $10,500 · OtherMARTHA'S VINEYARD YOUTH: $10,000 · OtherRED STOCKING FUND INC: $10,000 · OtherTHE LEARNING PROJECT INC: $9,000 · OtherShei Sunset Hill Educational Institute: $7,500 · Other+16 more: $52,500 · Other+16 moreMEDICAL STUDENTS FOR CHOICE: $24,000 · HealthHope House Christian Counseling Center: $6,000 · HealthSunset Hill Educational Institute Inc: $19,500 · Human ServicesHUMANE SOCIETY & SPCA OF HANCOCK COUNTY: $18,000 · AnimalsTHE NVLD PROJECT INC: $5,000 · Arts & CultureAWAKENING MINDS: $4,500 · Arts & CultureTHE EDGARTOWN FIREMEN'S ASSOCIATIONINC: $8,000 · Public Safety & Disaster
Community Improvement$948,433Other$201,500Health$30,000Human Services$19,500Animals$18,000Arts & Culture$9,500Public Safety & Disaster$8,000

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 budgetFIDELITY INVESTMENTS CHARITABLE GIFT FUND: $948,433 over 1y, 0.0% of budgetMEDICAL STUDENTS FOR CHOICE: $24,000 over 4y, 1.0% of budgetSunset Hill Educational Institute Inc: $19,500 over 3y, 11% of budgetHUMANE SOCIETY & SPCA OF HANCOCK COUNTY: $18,000 over 3y, 1.1% of budgetTHE CITY MISSION OF FINDLAY OHIO: $10,500 over 2y, 0.2% of budgetRED STOCKING FUND INC: $10,000 over 4y, 2.3% of budgetTHE LEARNING PROJECT INC: $9,000 over 2y, 0.1% of budgetTHE EDGARTOWN FIREMEN'S ASSOCIATIONINC: $8,000 over 4y, 1.5% of budgetHope House Christian Counseling Center: $6,000 over 1y, 2.9% of budgetTHE NVLD PROJECT INC: $5,000 over 2y, 0.8% of budgetAWAKENING MINDS: $4,500 over 1y, 2.9% of budgetFriends of Ryan Duce Morrissey Scholarship Fund: $3,500 over 4y, 1.2% of budgetTHE BOSTON CHILDREN'S SCHOOL INC: $3,000 over 2y, 0.7% of budgetYMCA of Martha's Vineyard Inc: $3,000 over 1y, 0.1% of budgetBOYS & GIRLS CLUBS OF BOSTON INC: $3,000 over 3y, 0.0% of budgetCHARLESTOWN YOUTH HOCKEY ASSOC INC: $2,000 over 2y, 0.4% of budgetThe Soup Kitchen Inc: $1,250 over 1y, 0.1% of budgetGAVIN FOUNDATION INC: $1,000 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 FIDELITY INVESTMENTS CHARITABLE GIFT FUND ↗
  • Who funds MEDICAL STUDENTS FOR CHOICE ↗
  • Who funds Sunset Hill Educational Institute Inc ↗
  • Who funds HUMANE SOCIETY & SPCA OF HANCOCK COUNTY ↗
  • Who funds THE CITY MISSION OF FINDLAY OHIO ↗
  • Who funds RED STOCKING FUND INC ↗
  • Who funds THE LEARNING PROJECT INC ↗
  • Who funds THE EDGARTOWN FIREMEN'S ASSOCIATIONINC ↗
  • Who funds Hope House Christian Counseling Center ↗
  • Who funds THE NVLD PROJECT INC ↗
  • Who funds AWAKENING MINDS ↗
  • Who funds Friends of Ryan Duce Morrissey Scholarship Fund ↗
  • Who funds THE BOSTON CHILDREN'S SCHOOL INC ↗
  • Who funds YMCA of Martha's Vineyard Inc ↗
  • Who funds BOYS & GIRLS CLUBS OF BOSTON INC ↗
  • Who funds CHARLESTOWN YOUTH HOCKEY ASSOC INC ↗
  • Who funds The Soup Kitchen Inc ↗
  • Who funds GAVIN FOUNDATION INC ↗

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 Ayco Charitable FoundationNY11.2× affinity4 shared granteesties to 7 of 7Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Ayco Charitable Foundation · Morgan Stanley Global Impact Funding Trust Inc · Network for Good · The Bank of America Charitable Foundation Inc · Fidelity Investments Charitable Gift Fund · American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · 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 Jacobus Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Jacobus Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 60%1%4%8%15%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →median 2%
  • Boys & Girls Clubs of Boston Inc: 2% of income from government
no gov moneyreceives it· size = income
6get no government money at all
1report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–5%
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 2022, released 2022. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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