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· Private foundation

Jean and David W Wallace Foundation Inc

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$6.1M
Granted FY2025still arriving
16
Grants FY2025still arriving
6
States reached
$1.5M
Largest
01What it funds
0199% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2025.

Education$18MHealth$8.4MCommunity Improvement$4.5MHuman Services$4.1MReligion$665kArts & Culture$313kPhilanthropy$285kPublic Safety & Disaster$75kOther$0
02FY2025 · 16 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • $10k–50k4 grants · $70k
  • $50k–250k5 grants · $300k
  • $250k+7 grants · $5.8M
$100,000
Median grant
6
States reached
$36M
Total assets
Largest grants
RecipientAmount
Individual grant recipient$1,500,000
GREENWICH HOSPITAL$1,000,000
YALE UNIVERSITY$1,000,000
YWCA GREENWICH$1,000,000
GREENWICH ACADEMY$500,000
SMITH COLLEGE$500,000
ADAM J LEWIS ACADEMY$250,000
CHRIST CHURCH TASHUA$100,000
GEORGIA O'KEEFFE MUSEUM$50,000
CAMERON UNITED METHODIST CHURCH$50,000
NEW YORK-PRESBYTERIAN$50,000
RIVER HOUSE ADULT DAY CARE$50,000
GREENWICH EMERGENCY MEDICAL SERVICE (GEMS)$25,000
GREENWICH HISTORICAL SOCIETY$25,000
GREENWICH UNITED WAY$10,000
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 (FY19–25, $3.9M) land where the poverty rate runs at 9%, against an area that typically sits at 6%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 6%YWCA GREENWICH: $1.0M → 9%YWCA GREENWICH: $1.0M → 9%YWCA GREENWICH: $500k → 9%YWCA GREENWICH: $500k → 9%YWCA GREENWICH: $300k → 9%YWCA GREENWICH: $300k → 9%YWCA GREENWICH: $250k → 9%YWCA GREENWICH: $10k → 9%YWCA GREENWICH: $3k → 9%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

NH
NY
MA
NJ
CT
RI
CO
NM
DC
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.

99%of every dollar goes to organizations it has funded before.
$33M · 22 repeat orgs$351k to everyone else

22 repeat relationships: 15 still active in FY2025, 7 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

22
4

Total granted

$33M
$341k

Median revenue growth · since first grant

+20%
+64%

Still filing today

50%
50%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $10k went to new ones.

50%100%’19’20’21’22’23’24’25
RenewedFirst-time

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

’19’20’21’22’23’24’25
EducationHealthArts & CultureHuman ServicesOther
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

  • GH
    GREENWICH HOSPITAL
    6× · 2020–2025 · $8.1M · revenue +20%
  • GA
    GREENWICH ACADEMY INC
    6× · 2020–2025 · $5.5M · revenue +5%
  • YG
    YWCA GREENWICH CONNECTICUT INC
    7× · 2019–2025 · $3.9M · revenue +75%

Funded once

  • TG
    THE GREENWICH LIBRARY
    one grant, 2020 · $300k · revenue -9%
  • CE
    CHRIST EPISOPAL CHURCH
    one grant, 2020 · $25k
  • TV
    THE VALLEY HOSPITAL FOUNDATION INCgraduated
    one grant, 2020 · $15k · revenue +64%
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
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
2
Western New England University

Western new england university, a comprehensive private institution with a tradition of excellence in teaching and scholarship and a commitment to service, awards undergraduate, master's, and doctoral degrees in various departments from…

Education
3
Mitchell College

Mitchell college educates students through a highly individualized educational approach that brings forward each student's potential, reveals their strengths, and fosters personal growth.

Education
4
Fairfield University

To establish, organize, maintain and conduct an institution for secondary, undergraduate and graduate education in the state of connecticut, and to perform such other works of education, charity and religion. see schedule o.

Education
5
Dickinson College

Dickinson college provides a useful, innovative and interdisciplinary education in the liberal arts and sciences to prepare students to lead rich and fulfilling lives of engaged global citizenship

Education
6
Albright College

As a diverse community of learners, we cultivate integrity, curiosity, connection and resilience.

Education
7
Wellesley College

To provide an excellent liberal arts education for women who will make a difference in the world.

Education
8
Lehigh University

The university's goal in the coming decade is to advance learning through the integration of teaching, research and service to others. the core of this goal is to prepare graduates to engage with the world and lead lives of meaning. to do…

Education
9
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
10
Connecticut College

Connecticut college educates students to put the liberal arts into action as citizens of a global society. for additional information, see schedule o.

Education
11
Quinnipiac University

To build the university of the future with a strategy propelling us from our storied past toward an ambitious, inclusive & innovative future by preparing graduates as enlightened global citizens equipped for the challenges & opportunities…

Education
12
Wentworth Institute of Technology Inc

Wentworth institute of technology is a nationally recognized private coeducational and residential university of higher education with a mission to empower, inspire and innovate through experiential learning with a core purpose of career…

Education
How this is measured
The grantee most central to the portfolio’s shape is Greenwich Academy Inc; the most unlike its peers is Greenwich Hospital. 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

15 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. 15 of the 28 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)
1
Early backer (in before they grew)
15/15
Grantees still filing
11/15
Grew since first funded

Where the money sits, by cause and then by grantee

GREENWICH ACADEMY INC: $5,525,000 · EducationGREENWICH ACADEMY INCYale University: $4,100,000 · EducationYale UniversityTHE TRUSTEES OF THE SMITH COLLEGE: $3,800,000 · EducationTHE TRUSTEES OF THE SMITH COLLEGEADAM J LEWIS ACADEMY INC: $810,000 · EducationADAM J LEWIS ACADEMY INC+4 more: $775,000 · EducationIndividual grant recipient: $5,500,000 · OtherIndividual grant recipientYALE UNIVERSITY: $2,000,000 · OtherYALE UNIVERSITYYALE UNIVERSITY: $1,025,000 · OtherYALE UNIVERSITY+11 more: $1,578,000 · Other+11 moreGREENWICH HOSPITAL: $8,100,000 · HealthGREENWICH HOSPITAL+2 more: $25,000 · HealthYWCA GREENWICH CONNECTICUT INC: $3,862,500 · Human ServicesYWCA GREENW…GEORGIA O'KEEFFE MUSEUM: $200,000 · Arts & CultureGREENWICH HISTORICAL SOCIETY INC: $110,000 · Arts & Culture
Education$15,010,000Other$10,103,000Health$8,125,000Human Services$3,862,500Arts & Culture$310,000

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 budgetGREENWICH HOSPITAL: $8,100,000 over 6y, 0.4% of budgetGREENWICH ACADEMY INC: $5,525,000 over 6y, 2.0% of budgetYale University: $4,100,000 over 4y, 0.0% of budgetYWCA GREENWICH CONNECTICUT INC: $3,862,500 over 7y, 9.1% of budgetTHE TRUSTEES OF THE SMITH COLLEGE: $3,800,000 over 7y, 0.2% of budgetADAM J LEWIS ACADEMY INC: $810,000 over 4y, 3.8% of budgetTHE GREENWICH LIBRARY: $300,000 over 1y, 7.5% of budgetUNITED WAY OF GREENWICH INC: $285,000 over 3y, 9.2% of budgetREACH PREP INC: $225,000 over 6y, 5.2% of budgetGEORGIA O'KEEFFE MUSEUM: $200,000 over 4y, 0.5% of budgetBLAIR ACADEMY: $200,000 over 4y, 0.2% of budgetGREENWICH HISTORICAL SOCIETY INC: $110,000 over 5y, 1.6% of budgetColby-Sawyer College: $50,000 over 2y, 0.1% of budgetTHE VALLEY HOSPITAL FOUNDATION INC: $15,000 over 1y, 0.1% of budgetMAKE-A-WISH FOUNDATION OF CONNECTICUT INC: $10,000 over 1y, 0.1% 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 GREENWICH HOSPITAL ↗
  • Who funds GREENWICH ACADEMY INC ↗
  • Who funds Yale University ↗
  • Who funds YWCA GREENWICH CONNECTICUT INC ↗
  • Who funds THE TRUSTEES OF THE SMITH COLLEGE ↗
  • Who funds ADAM J LEWIS ACADEMY INC ↗
  • Who funds THE GREENWICH LIBRARY ↗
  • Who funds UNITED WAY OF GREENWICH INC ↗
  • Who funds REACH PREP INC ↗
  • Who funds GEORGIA O'KEEFFE MUSEUM ↗
  • Who funds BLAIR ACADEMY ↗
  • Who funds GREENWICH HISTORICAL SOCIETY INC ↗
  • Who funds Colby-Sawyer College ↗
  • Who funds THE VALLEY HOSPITAL FOUNDATION INC ↗
  • Who funds MAKE-A-WISH FOUNDATION OF CONNECTICUT 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.

National Philanthropic TrustPA10.3× affinity4 shared granteesties to 3 of 3Hover any node to trace its alignments.Compare side by side →

Open a dossier: National Philanthropic Trust · Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund

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 Jean and David W Wallace Foundation Inc funds: left to right is the share of its income from government, bottom to top the share from Jean and David W Wallace Foundation Inc. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 40%1%3%6%10%funder's share of their income ↑0%4%8%11%15%share of the org’s income from government →median 1%
  • Yale University: 12% of income from government
  • The Trustees of the Smith College: 1% of income from government
  • Greenwich Hospital: 0% of income from government
  • Blair Academy: 0% of income from government
no gov moneyreceives it· size = income
4get no government money at all
6report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–15%
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 28 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 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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