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· Private foundation
JAMES & LISA LILLIE CHARITABLE
This foundation does not accept unsolicited requests — it funds preselected organizations.
$3.3M
Granted FY2018
19
Grants
9
Communities
$2.1M
Largest
01What you fund
01FY2018 · 19 grants
Where the money goes
Your grants by size, and where they go.
By grant size · FY2018
- Under $10k9 grants · $30k
- $10k–50k5 grants · $60k
- $50k–250k3 grants · $281k
- $250k+2 grants · $2.9M
$10,000
Median grant
9
States reached
$0
Total assets
Largest grants
- LILLIE FAMILY FOUNDATION$2,068,573
- LILLIE FAMILY FOUNDATION$829,880
- NORTHEASTERN UNIVERSITY$160,000
- FAMILY & CHILDRENS AGENCY$70,500
- UNIVERSITY OF DENVER$50,000
- THE UNH FOUNDATION$15,000
- GIVE TO THE WORLD FOUNDATION$15,000
- BLOCK ISLAND HEALTH SERVICES$10,000
- NATURE CONSERVANCY - BLOCK ISLAND EFFORTS$10,000
- CHALLENGED ATHLETES FOUNDATION$10,000
- PATHFINDERS FOR CANCER$5,000
- BLOCK ISLAND CONSERVANCY$5,000
- BLOCK ISLAND VOLUTEER FIRE AND RESCUE$5,000
- MOUNTAIN RESCUE ASPEN$5,000
- BLOCK ISLAND RESIDENTS ASSOCIATION$2,550
02The need
02
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
show:
Your human-services grants (FY18–18, $73k) land where the poverty rate runs at 9% — the area typically sits at 14%. 0% of those dollars reach neighborhoods with above-average need. Your grants skew toward lower-need ZIPs.
grant to an above-average-need area below average· circle size = grant amount
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; grantee ZIP can differ from where services are delivered.
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA, United Way ALICE — shown as context about the area, never attributed to your giving.
03Your field
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
1
Long Island University
Provide excellence and access in education to those who seek to expand their knowledge. see sch o.
—
2
New England College
An independent liberal arts college offering undergraduate, graduate and professional programs.
Education
3
Block Island Maritime Institute Inc
Marine educational programs to teach students & the general public skills in this area
Education
4
Block Island Film Festival
Arts & Culture
5
Brandeis University
Organization's mission brandeis university is a community of scholars and students united by their commitment to the pursuit of knowledge and its transmission from generation to generation. as a research university, brandeis is dedicated…
Education
6
University of New England
The University of New England prepares students to thrive in a rapidly-changing world and, in so doing, to improve the health of people, communities, and our planet.
Education
7
Rhode Island School of Design
To educate its students and the public in the creation and appreciation of art and design.
Education
8
New England Institute of Technology
The mission of new england institute of technology (neit) is described in schedule o*the mission of new england institute of technology (neit) is to provide specialized undergraduate and graduate degree and certificate programs which…
Education
9
Western New England University
See Schedule O Statement for Part III, Line 1 that also applies to Part I, Line 1
Education
10
Norwich University
Norwich's mission is to give our youth an education that shall be american in its character.
Education
11
University of Rhode Island Foundation &
To inspire and steward philanthropic support benefiting uri and to inform and engage alumni as committed partners of the university, its mission, and traditions. in all its activities, urifae strives for core values of transparency,…
Education
12
New England Circle
Civil Rights
For reference, the grantee most central to the portfolio’s shape is Mary D Fund Inc and the most unlike its peers is Northeastern University. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
03the grantee network
9 grantees, every filing reconciled, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.
1
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
9/9
Grantees still filing
6/9
Grew since you first funded
Where your money sits — by cause, then by grantee
Philanthropy$2,898,453Education$211,000Human Services$73,000Other$66,050Health$10,000Environment$5,000Public Safety & Disaster$5,000
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds LILLIE FAMILY FOUNDATION ↗
- Who funds NORTHEASTERN UNIVERSITY ↗
- Who funds FAMILY & CHILDRENS AGENCY ↗
- Who funds UNIVERSITY OF DENVER ↗
- Who funds BLOCK ISLAND HEALTH SERVICES ↗
- Who funds BLOCK ISLAND CONSERVANCY ↗
- Who funds MOUNTAIN RESCUE ASPEN ↗
- Who funds MARY D FUND ↗
- Who funds BLOCK ISLAND EARLY LEARNING CENTER ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Lillie Family FoundationFL13.8× affinity4 shared granteesties to 4 of 4Hover any node to trace its alignments.Compare side by side →
Open a dossier: Lillie Family Foundation · The Charlotte Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organisation JAMES & LISA LILLIE CHARITABLE funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.
2025
’20’21’22’23’24’25
- Family & Children's Agency Inc — 43% of income from government
no gov moneyreceives it· size = income
1get no government money at all
0rely on government for over half their income
⤢ axis zoomed · 0–75%
typical government reliance, FY20–25
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. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not 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 12–24 months.
04Through Plinth
Through Plinth
Your grantmaking, live and operational
This dossier was generated cold from public filings. In Plinth it’s a working system — every applicant assessed and every grant monitored. Here’s a taste, run on one of your grantees: LILLIE FAMILY FOUNDATION.
Agentic due diligence · confidence × risk
Financial management
low risk
~12 months of operating runway; revenue grew over 8 filed years.
Track record & reputation
low risk
8 years of Form 990 filings, still active; revenue up 2.1× since.
Legal standing
low risk
US 501(c)(3); EIN 823316664 on file with current IRS Form 990 filings.
Governance
Live in Plinth
Board composition & governance documents — verified live in Plinth from the applicant.
Compliance & sanctions
Live in Plinth
OFAC / UN sanctions screening — run live in Plinth at assessment.
Program capacity
Live in Plinth
Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.
Live · Plinth’s real DD engine
Run the actual assessment on LILLIE FAMILY FOUNDATION, cold from public data.
Generated live from public IRS filings + open web sources by Plinth’s agentic engine. Shown as an illustration of the product, not a formal assessment.
Post-award monitoring · continuous checks
- On trackFinancial stability— Roughly 12 months of cash on hand.
- On trackSustained operations— Filing through 2025; revenue grew over the period.
- WatchReliance on your funding— Your grants peaked at 100% of their budget — load-bearing; a dependency Plinth would track.
- Awaiting reportEvidence of delivery— Plinth collects the grantee's own monitoring reports post-award.
What you see here is static and public. In Plinth it’s operational — the full six-pillar framework on every applicant (with their own documents + live registry and sanctions checks), monitoring dashboards on every award, custom board reports, and eligibility routing for intake.
Agentic due diligenceMonitoring dashboardsCustom board reportsEligibility routing
Preview generated from this grantee’s public IRS filings and independent reporting. Pillars marked “live in Plinth” require the applicant’s submitted documents. Shown as illustration, not a formal assessment.
Warm introductions · Powered by PlinthPro
How do I get to James & Lisa Lillie Charitable?
Find your warmest path to James & Lisa Lillie Charitable through people who sit on both boards. Search for your organization and Plinth traces the introduction across shared trustees and officers.
Every link is a documented governance overlap in public IRS 990 filings — not a personal network — and each hop carries its own confidence tier. Low-confidence or distant paths are held back rather than guessed.
More from the funding graph
The regranting layer
51% of grant dollars pass through an intermediary
The DAF merry-go-round
$9.7B circulates between donor-advised funds
Strange bedfellows
the named clusters of US funding
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home
State money flows
the interactive map of money crossing state lines