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Jd Robertson Foundation at a glance

· Private foundation

Jd Robertson Foundation

Its FY2023 filing reports that it accepted unsolicited grant applications.

$58k
Granted FY2021
23
Grants FY2021
4
States reached
$26k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead

Read this first · the figures below need context

100% of Jd Robertson Foundation’s FY2023 grant dollars went to Donor Advised Charitable Giving Inc, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2023 names 0 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2021, the last year Jd Robertson Foundation named its own grantees at scale: 10 organizations, $58k. It is dated, not current.

Organizations named directly on the return

17
’17
19
’18
9
’19
15
’20
10
’21
9
’22
0
’23

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, FY2017 to 2023.

Philanthropy$463kFood & Nutrition$82kArts & Culture$76kHealth$66kEducation$26kHuman Services$8kCommunity Improvement$5kRecreation & Sports$3kOther$0
02FY2021 · 23 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2021

  • Under $10k21 grants · $22k
  • $10k–50k2 grants · $36k
$500
Median grant
4
States reached
$0
Total assets
Largest grants
RecipientAmount
HUNGER COALITION OF WOOD RIVER$26,000
THE SPUR COMMUNITY FOUNDATION$10,000
SUN VALLEY MUSIC FESTIVAL$6,000
ST LUKE'S WOOD RIVER FOUNDATION$5,000
SUN VALLEY COMMUNITY SCHOOL$2,500
SKYLINE CHARITABLE FOUNDATION$1,500
SUN VALLEY MUSEUM OF ART$1,000
WOOD RIVER COMMUNITY YMCA$1,000
HOSPICE OF THE WESTERN RESERVE$1,000
RAINBOW BABIES & CHILDREN'S HOSPITAL$1,000
HEMINGWAY SCHOOL$750
HOSPICE OF THE WOOD RIVER VALLEY$500
FRIENDS OF IDAHO PUBLIC TELEVISION$250
Individual grant recipient$250
THE COMMUNITY LIBRARY$250
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 (FY17–22, $35k) land where the poverty rate runs at 14%, against an area that typically sits at 10%. 70% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%TIDEWELL HOSPICE: $100 → 9%THE SENIOR CONNECTION: $250 → 7%THE SENIOR CONNECTION: $100 → 7%THE SENIOR CONNECTION: $100 → 7%HOSPICE OF THE WESTERN RESERVE: $22k → 17%HOSPICE OF THE WESTERN RESERVE: $1k → 17%THE SPUR COMMUNITY FOUNDATION: $10k → 7%HOSPICE OF THE WESTERN RESERVE: $1k → 17%HOSPICE OF THE WESTERN RESERVE: $1k → 17%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.

Which US states its grants reach

WA
ID
MT
MN
NY
MA
OH
TN
GA
FL
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.

92%of every dollar goes to organizations it has funded before.
$252k · 30 repeat orgs$21k to everyone else

30 repeat relationships: 16 still active in FY2021, 14 since wound down; 12 grantees were first funded in FY2021 (too recent to call). Read against FY2021, 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

30
22

Total granted

$252k
$9k

Median revenue growth · since first grant

+39%
+56%

Still filing today

57%
68%

New vs renewed · share of each year

In FY2022, 82% of grant dollars renewed an existing relationship; $8k went to new ones.

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

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

’17’18’19’20’21’22
Arts & CultureEducationHealthEnvironmentHuman ServicesRecreation & SportsOther
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

  • SV
    SUN VALLEY SUMMER SYMPHONY INC
    5× · 2017–2022 · $32k · revenue +7%
  • PS
    Playhouse Square Foundation
    3× · 2017–2019 · $30k · revenue +35%
  • HO
    HOSPICE OF THE WESTERN RESERVE INC
    4× · 2018–2021 · $25k · revenue +10%

Funded once

  • UH
    UNIVERSITY HOSPITALS
    one grant, 2017 · $3k
  • AP
    ARGYROS PERFROMING ARTS CENTER
    one grant, 2018 · $2k
  • HI
    HAILEY ICE INCgraduated
    one grant, 2020 · $1k · revenue +134%
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
Salem Health Hospitals & Clinics

To support salem health, salem health west valley and related organizations.

—
2
South Shore Charter School

The mission of south shore charter school is to cultivate students the tenacity, integrity, and curiosity needed to become innovative and socially responsible leaders, ready to face and solve the ever-changing challenges facing our…

Education
3
Stony Brook Surgical Associates University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
4
Union Health System

To serve our communities by provding innovative and compassionate healthcare.

Health
5
The Water Research Foundation

The purpose of the water research foundation (wrf) is a definitive research organization to advance the science of all things water to better meet the evolving needs of its subscribers and the water sector. to engage exclusively in…

Environment
6
Syracuse University

Organization's missionas a university with the capacity to attract and engage the best scholars from around the world, yet small enough to support a personalized and academically rigorous student experience, syracuse university faculty and…

Education
7
University of the Sciences in Philadelphia

University of the sciences prepares students to become leaders, innovators, and skilled practitioners in the sciences, the health professions, and related disciplines. we deliver excellence in teaching, research, and service through a safe…

—
8
Stony Brook Internists University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
9
Stony Brook Urology University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
10
Sound Credit Union

A member owned cooperative providing financial services, including loans and share deposits to its members.

—
11
Life Science Washington

Life science washington is a non-profit trade and professional association dedicated to promoting innovation and responsible growth in the life sciences and biomedical industries in the state of washington. promotion and education are…

—
12
Ashland University

Ashland university, guided by our christian heritage, is a comprehensive, private university that provides a transformative learning experience, shaping graduates who work, serve and lead with integrity in their local, national, and global…

Education
How this is measured
The grantee most central to the portfolio’s shape is Sun Valley Center for the Arts Inc; the most unlike its peers is Hemingway Parents Auxiliary. 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

42 grantees tracked through their own filings, 2017–2026.

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 2026, not grant rows in a single year, so this will not match the grant count on the cover. 42 of the 67 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)
10
Early backer (in before they grew)
41/42
Grantees still filing
32/42
Grew since first funded

Where the money sits, by cause and then by grantee

DONOR ADVISED CHARITABLE GIVING INC: $451,766 · PhilanthropyDONOR ADVISED CHARITABLE GIVING INC+1 more: $1,500 · PhilanthropyHUNGER COALITION OF WOOD RIVER: $82,100 · OtherHUNGER COALITION OF WO…RAINBOW BABIES & CHILDREN'S HOSPITAL: $17,800 · OtherRAINBOW BABIES & CHILD…ERNEST HEMINGWAY STEAM SCHOOL: $6,300 · OtherWOOD RIVER COMMUNITY YMCA: $6,000 · OtherSKYLINE RESIDENTS ASSOCIATION: $5,000 · OtherSUN VALLEY CENTER FOR THE ARTS INC: $5,000 · Other+36 more: $22,000 · Other+36 moreSUN VALLEY SUMMER SYMPHONY INC: $31,720 · Arts & CultureSUN VALLE…Playhouse Square Foundation: $30,000 · Arts & CulturePlayhouse…+4 more: $1,825 · Arts & CultureHOSPICE OF THE WESTERN RESERVE INC: $24,850 · Human ServicesSPUR COMMUNITY FOUNDATION INC: $10,000 · Human Services+2 more: $550 · Human ServicesST LUKE'S WOOD RIVER FOUNDATION INC: $17,500 · HealthHACKLEY SCHOOL: $2,000 · HealthMAYO CLINIC: $1,000 · Health+3 more: $400 · HealthSun Valley Community School Inc: $12,500 · EducationSKIDMORE COLLEGE: $1,000 · EducationCOLGATE UNIVERSITY: $1,000 · EducationLAKESIDE SCHOOL: $750 · Education+2 more: $300 · EducationANIMAL SHELTER OF WOOD RIVER VALLEY DBA MOUNTAIN HUMANE: $3,000 · Animals
Philanthropy$453,266Other$144,200Arts & Culture$63,545Human Services$35,400Health$20,900Education$15,550Animals$3,000

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 budgetDONOR ADVISED CHARITABLE GIVING INC: $451,766 over 2y, 0.0% of budgetSUN VALLEY SUMMER SYMPHONY INC: $31,720 over 5y, 0.2% of budgetPlayhouse Square Foundation: $30,000 over 3y, 0.0% of budgetHOSPICE OF THE WESTERN RESERVE INC: $24,850 over 4y, 0.0% of budgetST LUKE'S WOOD RIVER FOUNDATION INC: $17,500 over 6y, 0.1% of budgetSun Valley Community School Inc: $12,500 over 5y, 0.0% of budgetSPUR COMMUNITY FOUNDATION INC: $10,000 over 1y, 0.1% of budgetSUN VALLEY CENTER FOR THE ARTS INC: $5,000 over 2y, 0.1% of budgetANIMAL SHELTER OF WOOD RIVER VALLEY DBA MOUNTAIN HUMANE: $3,000 over 5y, 0.1% of budgetHACKLEY SCHOOL: $2,000 over 2y, 0.0% of budgetTHE SKYLINE CHARITABLE FOUNDATION INC: $1,500 over 1y, 0.0% of budgetSUN VALLEY SKI EDUCATION FOUNDATION INC: $1,050 over 4y, 0.0% of budgetPRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST FOUNDATION: $1,000 over 1y, 0.1% of budgetHAILEY ICE INC: $1,000 over 1y, 0.2% of budgetMAYO CLINIC: $1,000 over 1y, 0.0% of budgetSKIDMORE COLLEGE: $1,000 over 1y, 0.0% of budgetCOLGATE UNIVERSITY: $1,000 over 1y, 0.0% of budgetBLAINE COUNTY CHARITABLE FUND INC: $1,000 over 1y, 0.1% of budgetSEATTLE ARTS AND LECTURES: $1,000 over 1y, 0.0% of budgetLAKESIDE SCHOOL: $750 over 3y, 0.0% of budgetFriends of Idaho Public Television Inc: $500 over 2y, 0.0% of budgetBLAINE COUNTY SENIORS COUNCIL INC THE SENIOR CONNECTION: $450 over 3y, 0.0% of budgetWOOD RIVER LAND TRUST CO: $400 over 3y, 0.0% of budgetStandProud: $250 over 1y, 0.1% of budgetFARWISE INC: $250 over 1y, 0.1% of budgetSEATTLE ART MUSEUM: $225 over 1y, 0.0% of budgetSHAKER LAKES REGIONAL NATURE CENTER DBA NATURE CENTER AT SHAKER LAKES: $200 over 2y, 0.0% of budgetST JUDE CHILDREN'S RESEARCH HOSPITAL INC: $200 over 2y, 0.0% of budgetMEDECINS SANS FRONTIERES USA INC: $200 over 2y, 0.0% of budgetCLEVELAND MUSEUM OF NATURAL HISTORY: $100 over 1y, 0.0% of budgetTWO FOUNDATION INC TWO CAFE & BOUTIQUE: $100 over 1y, 0.0% of budgetAMERICAN CANCER SOCIETY INC: $100 over 1y, 0.0% of budgetTHE TRUSTEES OF RESERVATIONS: $100 over 1y, 0.0% of budgetNORTH UNION FARMERS MARKET: $100 over 1y, 0.0% of budgetGREATER CLEVELAND FOOD BANK INC: $100 over 1y, 0.0% of budgetTIDEWELL HOSPICE INC: $100 over 1y, 0.0% of budgetNATIONAL FOREST FOUNDATION: $100 over 1y, 0.0% of budgetMONARCH LIFEWORKS: $100 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.

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.

Idaho Community Found…Boswell Family Founda…Spur Community Founda…Heinz Family Foundati…The Springcreek Found…The Bessemer Giving F…American Endowment Fo…Nicholas Martin Jr Fa…Helios FoundationMorgan Stanley Global…The Oregon Community …The Cleveland Foundat…
Idaho Community Foundation IncID21.1× affinity8 shared granteesties to 10 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Idaho Community Foundation Inc · Boswell Family Foundation · Spur Community Foundation Inc · Heinz Family Foundation · The Springcreek Foundation · The Bessemer Giving Fund · American Endowment Foundation · Nicholas Martin Jr Family Foundation · Helios Foundation · Morgan Stanley Global Impact Funding Trust Inc · The Oregon Community Foundation · The Cleveland 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 Jd Robertson Foundation funds: left to right is the share of its income from government, bottom to top the share from Jd Robertson Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 2%
  • The Trustees of Reservations: 2% of income from government
  • Tidewell Hospice Inc: 0% of income from government
no gov moneyreceives it· size = income
0get no government money at all
11report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
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.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Jd Robertson Foundation?

Find your warmest path to Jd Robertson Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

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 67 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

Play a game based on Jd Robertson’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home