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Jerald a & Sue Ellen Holleman Foundation at a glance

· 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
5
States reached
$8k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead

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.

01What it funds
01100% 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
02FY2023 · 10 grants

Where the money goes

Grants by size, and the largest recipients.

$5,000
Median grant
5
States reached
$0
Total assets
Largest grants
RecipientAmount
SAINT ANDREWS COVENANT PRESBYTERIAN CHURCH$8,274
LUTHERAN SERVICES CAROLINAS$5,695
CHATHAM SAVANNAH AUTHORITY FOR THE HOMELESS$5,000
GLOBAL VOLUNTEERS$5,000
THORNWELL HOME FOR CHILDREN$5,000
NEW HANOVER HIGH SCHOOL$5,000
PAVILLON INTERNATIONAL$5,000
ROAD SCHOLAR$5,000
NORTH CAROLINA POTTERY MUSEUM$5,000
WAKE FOREST UNIVERSITY$5,000
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 (FY20–23, $29k) land where the poverty rate runs at 14%, against an area that typically sits at 9%. 69% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%THORNWELL HOME FOR CHILDREN: $5k → 18%SOMERSET HILLS YMCA: $4k → 5%THORNWELL HOME FOR CHILDREN: $5k → 18%SOMERSET HILLS YMCA: $3k → 5%THORNWELL HOME FOR CHILDREN: $5k → 18%SOMERSET HILLS YMCA: $3k → 5%THORNWELL HOME FOR CHILDREN: $5k → 18%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.

90%of every dollar goes to organizations it has funded before.
$178k · 12 repeat orgs$19k to everyone else

12 repeat relationships: 7 still active in FY2023, 5 since wound down; 3 grantees were first funded in FY2023 (too recent to call). Read against FY2023, 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

12
3

Total granted

$178k
$19k

Still filing today

92%
0%

New vs renewed · share of each year

In FY2023, 65% of grant dollars renewed an existing relationship; $19k 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
Human ServicesEducationHealthArts & CultureInternationalPhilanthropyOther
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

  • T
    THORNWELL
    4× · 2020–2023 · $20k · revenue +39%
  • PI
    PAVILLON INTERNATIONAL
    4× · 2020–2023 · $20k · revenue +15%
  • WAKE FOREST UNIVERSITY
    4× · 2020–2023 · $15k · revenue +45%

Funded once

  • SA
    SAINT ANDREWS COVENANT PRESBYTERIAN CHURCH
    one grant, 2023 · $8k
  • LS
    LUTHERAN SERVICES CAROLINAS
    one grant, 2023 · $6k
  • NH
    New Hanover County Schools
    one grant, 2023 · $5k
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
Chatham University

Chatham university prepares women and men to be world ready: to build lives of purpose and value and fulfilling work. (see continuation on schedule o)in addition to appropriate professional skills and liberal arts learning, chatham…

Education
2
Fairleigh Dickinson University

Fairleigh dickinson university is a center of academic excellence dedicated to the preparation of world citizens through global education. the university strives to provide students with the multi-disciplinary, intercultural, and ethical…

Education
3
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
4
United Way Worldwide

To improve lives by mobilizing caring power of communities around the world to advance common good.

Philanthropy
5
Community Health Accreditation Program Inc

Advance the highest quality of home and community-based care.

Health
6
Trustees of Tufts College

Education and Research

Education
7
Fordham University

Fordham university, the jesuit university of new york, is committed to the discovery of wisdom and the transmission of learning, through research and through education of the highest quality. for more information, see schedule o.

Education
8
St Catherine University

We educate women to lead and influence. we educate at all degree levels through valuing and integrating the liberal arts and professional education within the catholic intellectual tradition, see schedule oemphasizing scholarly inquiry and…

Education
9
Barton College

Founded in 1902, barton college is a four-year, private, liberal arts college located in wilson, n.c. the barton experience focuses on academic excellence within a wide range of professional and liberal arts programs leading to…

Education
10
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
11
Tusculum University

Building on a rich Presbyterian heritage and a pioneering spirit, Tusculum University provides an active and experiential education within a caring Christian environment to inspire civic engagement, enrich personal lives, and equip…

Education
12
Manhattanville University

To educate students to be ethical and socially responsible leaders in a global community.

Education
How this is measured
The grantee most central to the portfolio’s shape is Thornwell; the most unlike its peers is Wake Forest University. 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

12 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. 12 of the 16 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)
2
Early backer (in before they grew)
12/12
Grantees still filing
10/12
Grew since first funded

Where the money sits, by cause and then by grantee

NATIONAL PHILANTHROPIC TRUST: $964,656 · PhilanthropyNATIONAL PHILANTHROPIC TRUST+1 more: $7,685 · PhilanthropyCHAPEL IN THE PINES PRESBYTERIAN CHURCH: $30,000 · OtherChatham Habitat for Humanity Inc: $13,500 · OtherSAINT ANDREWS COVENANT PRESBYTERIAN CHURCH: $8,274 · OtherLUTHERAN SERVICES CAROLINAS: $5,695 · OtherNew Hanover County Schools: $5,000 · OtherTHORNWELL: $20,000 · Human ServicesCHATHAM-SAVANNAH AUTHORITY FOR THE HOMELESS: $12,685 · Human ServicesSomerset County Young Men's Christian Association Inc: $8,885 · Human ServicesWAKE FOREST UNIVERSITY: $14,885 · EducationHUSKIES HELPING HUSKIES INC: $13,993 · EducationPAVILLON INTERNATIONAL: $20,000 · HealthNORTH CAROLINA POTTERY MUSEUM INC: $12,967 · Arts & CultureGLOBAL VOLUNTEERS: $12,685 · InternationalELDERHOSTEL INC: $10,385 · Recreation & Sports
Philanthropy$972,341Other$62,469Human Services$41,570Education$28,878Health$20,000Arts & Culture$12,967International$12,685Recreation & Sports$10,385

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 budgetNATIONAL PHILANTHROPIC TRUST: $964,656 over 1y, 0.0% of 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
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.

Duke Energy FoundationCharities Aid Foundat…National Philanthropi…American Endowment Fo…The Bank of America C…Vanguard Charitable E…Natl Christian Charit…American Online Givin…Donor Advised Charita…Fidelity Investments …Amazonsmile Foundation
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.

How much its grantees rely on government

Each dot is one organization Jerald a & Sue Ellen Holleman Foundation funds: left to right is the share of its income from government, bottom to top the share from Jerald a & Sue Ellen Holleman Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%0%1%3%5%funder's share of their income ↑0%10%20%30%40%share of the org’s income from government →median 22%
  • Somerset County Young Men's Christian Association Inc: 22% of income from government
no gov moneyreceives it· size = income
1get no government money at all
4report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–40%
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 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.

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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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