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· Private foundation
This foundation does not accept unsolicited requests — it funds preselected organizations.
By grantee IRS cause code (NTEE).
A cause breakdown isn’t shown here: 50% of JOHN EDWARD LOVENHEIM AND BARBARA’s grantee dollars go to organizations outside the IRS cause taxonomy (common for large international and research funders), so a chart would be mostly “unclassified” and misrepresent the portfolio.
Beneath the NTEE codes, this is what the grant descriptions actually say.
…and in their own words, year by year
Words distinctive to each year’s grant purposes (TF-IDF) · event-driven terms in cyan.
Your grants by size, and where they go.
By grant size · FY2024
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY21–24, $97k) land where the poverty rate runs at 14% — the area typically sits at 9%. 100% of those dollars reach neighborhoods with above-average need. Most of your grants land in higher-need ZIPs.
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.
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
39 repeat relationships — 28 still active in FY2024, 11 since wound down; 14 grantees were first funded in FY2024 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 82% of grant dollars renewed an existing relationship; $18k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
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.
Production of professional opera performances
The mission of the Opera Company of Middlebury (OCM) is to bring professional-level, quality live opera productions and experiences to our region. We also maintain a robust educational program for emerging professionals and teen singers…
FLO is committed to the professional creation and production of opera in Rochester and the Finger Lakes region with a roster of mainstage and emerging young artists drawn from diverse regions and backgrounds. Through engagement and…
A pioneering advocate for cultural equity, the bronx council on the arts nurtures the development of diverse artists and arts organizations and builds strong cultural connections in and beyond the bronx.
Nurture, promote, and demonstrate the art of dance through education and performances.
Chicago opera theater expands the tradition of opera as a living art form by engaging lovers of music and storytelling through innovative experiences, predominantly of new and rarely performed works.
See schedule oto create extraordinary musical experiences that enrich lives and empower individuals through collaboration, education, innovation, and a passion for artistic excellence.
To empower artists at critical stages in their creative lives
Engage community organizations, enrich lives, and elevate human connection
Roundabout theatre company celebrates the power of theatre by spotlighting classics from the past,cultivating new works of the present and educating minds for the future.
The rpo fund, inc. is operated for the purpose of assuring the continued availability of high quality, live performances of orchestral music in the general rochester, new york community.
The arts center of the capital region engages people in the creative experience. we are the region's preeminent proponent of the arts and creative education, expression, and appreciation, serving people of all ages, abilities, and economic…
For reference, the grantee most central to the portfolio’s shape is Opus Ithaca School of Music and the most unlike its peers is George Eastman Museum. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
Your grantees are a median of 37 years old; the field is 19. You back the established end — and your money leans older still.
The field is 18% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 9% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
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.
Open a dossier: Rochester Area Community Foundation · Community Foundation of Tompkins · Max and Marian Farash Charitable · Park Foundation Inc · United Way of Greater Rochester And · Ames-Amzalak Memorial Trust · Legacy Foundation of Tompkins County · Tompkins Charitable Gift Fund Inc · William & Sheila Konar Foundation · Rochester Area Community Foundation · Esl Charitable Foundation · JM McDonald Foundation Inc
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.
Every dot is one organisation JOHN EDWARD LOVENHEIM AND BARBARA 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 or a single department — and drag the year to watch it move.
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.
Through Plinth
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: MCC FOUNDATION.
Agentic due diligence · confidence × risk
~4 months of operating runway; revenue held over 8 filed years.
8 years of Form 990 filings, still active.
US 501(c)(3); EIN 472470005 on file with current IRS Form 990 filings.
Board composition & governance documents — verified live in Plinth from the applicant.
OFAC / UN sanctions screening — run live in Plinth at assessment.
Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.
Live · Plinth’s real DD engine
Run the actual assessment on MCC 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
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.
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
Find your warmest path to John Edward Lovenheim and Barbara 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.