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New Jersey · Private foundation

Jerald a & Sue Ellen Holleman Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$54k
Granted FY2023
10
Grants FY2023
10
Organizations funded FY2023
30%
First-time grantees FY2023
Read the full brief

Read this first · the figures below need context

100% of Jerald a & Sue Ellen Holleman Foundation’s FY2024 grant dollars went to National Philanthropic Trust, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2024 names 0 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2023, the last year Jerald a & Sue Ellen Holleman Foundation named its own grantees at scale: 8 organizations, $54k. It is dated, not current.

Organizations named directly on the return

10
’20
11
’21
11
’22
8
’23
0
’24

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

Median grant, FY2023
$5,000
Largest grant, FY2023
$8,274
Organizations funded a year
10 to 12
FY2020 to FY2023
States reached, FY2023
5
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 30% of the organizations Jerald a & Sue Ellen Holleman Foundation funded were first-time grantees, receiving 35% of its grant dollars.

New vs renewed · share of each year

In FY2023, 65% of grant dollars renewed an existing relationship; $19k went to new ones.

50%100%’21’22’23
RenewedFirst-time

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

’21’22’23
Recreation & 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.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY202310$54k30%
FY202212$53k0%
FY202112$46k8%
FY202011$44kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.

Philanthropy$972kReligion$44kEducation$34kHuman Services$29kHousing & Shelter$26kHealth$20kArts & Culture$13kInternational$13kOther$0

Top grantees

Largest recipients by total granted, FY2020 to FY2023, and the share of each one’s budget the grants supplied at peak.

Show all 12 grantees
All grantees of Jerald a & Sue Ellen Holleman Foundation by total granted
GranteeTotal grantedYearsShare of their budget
Thornwell$20,00040%
Pavillon International$20,00040%
Wake Forest University$14,88540%
Huskies Helping Huskies Inc$13,9933n/a
Chatham Habitat for Humanity Inc$13,50030%
North Carolina Pottery Museum Inc$12,96742%
Global Volunteers$12,68540%
Chatham-Savannah Authority for the Homeless$12,68540%
Elderhostel Inc$10,38530%
Somerset County Young Men's Christian Association Inc$8,88530%
United Way of Chatham County$7,68531%
New Hanover County Schools$5,0001n/a

What it could do for these grantees

Plus 3 recipients with no EIN on record ($44k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Jerald a & Sue Ellen Holleman Foundation supplied at peak.

25%50%75%100%$10M$100Mgrantee revenue →↑ funder's share of their budgetThornwell: $20,000 over 4y, 0.1% of budgetPavillon International: $20,000 over 4y, 0.1% of budgetWake Forest University: $14,885 over 4y, 0.0% of budgetChatham Habitat for Humanity Inc: $13,500 over 3y, 0.3% of budgetNorth Carolina Pottery Museum Inc: $12,967 over 4y, 1.5% of budgetGlobal Volunteers: $12,685 over 4y, 0.1% of budgetChatham-Savannah Authority for the Homeless: $12,685 over 4y, 0.2% of budgetElderhostel Inc: $10,385 over 3y, 0.0% of budgetSomerset County Young Men's Christian Association Inc: $8,885 over 3y, 0.0% of budgetUnited Way of Chatham County: $7,685 over 3y, 0.6% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 10.

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.

Duke Energy FoundationNC13.5× affinity5 shared granteesties to 10 of 10Hover any node to trace its alignments.Compare side by side →

Open a dossier: Duke Energy Foundation · Charities Aid Foundation America · National Philanthropic Trust · American Endowment Foundation · The Bank of America Charitable Foundation Inc · Vanguard Charitable Endowment Program · Natl Christian Charitable Fdn Inc · American Online Giving Foundation 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.

Compare Jerald a & Sue Ellen Holleman Foundation with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Jerald a & Sue Ellen Holleman Foundation?

Find your warmest path to Jerald a & Sue Ellen Holleman 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.

About Jerald a & Sue Ellen Holleman Foundation

How much does Jerald a & Sue Ellen Holleman Foundation give?
Jerald a & Sue Ellen Holleman Foundation reported 10 grants totaling $53,969 in its FY2023 IRS filing. It funded between 10 and 12 organizations a year over FY2020 to FY2023.
What does Jerald a & Sue Ellen Holleman Foundation fund?
By grant dollars over FY2020 to FY2023, its largest causes are Philanthropy (84%), Religion (4%), Education (3%).
Who are Jerald a & Sue Ellen Holleman Foundation's largest grantees?
By total granted over FY2020 to FY2023: Thornwell ($20k), Pavillon International ($20k), Wake Forest University ($15k).
Does Jerald a & Sue Ellen Holleman Foundation fund new organizations?
In FY2023, 30% of the organizations it funded were first-time grantees.
Does Jerald a & Sue Ellen Holleman Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Jerald a & Sue Ellen Holleman Foundation?
Its strongest co-funders, measured against what their size predicts, include Duke Energy Foundation, Charities Aid Foundation America, National Philanthropic Trust.
Where is Jerald a & Sue Ellen Holleman Foundation based?
Jerald a & Sue Ellen Holleman Foundation is based in NJ.

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 16 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 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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