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Virginia · Private foundation

John L Harrell & Margaret T Harrell Charitable Trust C/O First Bank Trustee

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.

$136k
Granted FY2025(still arriving)
22
Grants FY2025
23
Organizations funded FY2024
17%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$6,000
Largest grant, FY2025
$11,000
Organizations funded a year
16 to 23
FY2018 to FY2024
States reached, FY2025
2
Total assets, FY2025
$1.4M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 17% of the organizations John L Harrell & Margaret T Harrell Charitable Trust C/O First Bank Trustee funded were first-time grantees, receiving 21% of its grant dollars.

New vs renewed · share of each year

In FY2024, 79% of grant dollars renewed an existing relationship; $28k went to new ones.

50%100%’18’19’20’21’22’23’24
RenewedFirst-time

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

’18’19’20’21’22’23’24
Human ServicesHousing & ShelterArts & CultureOther
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
FY2025still arriving22$136k0%
FY202423$136k17%
FY202321$136k33%
FY202220$136k10%
FY202119$136k11%
FY202017$123k6%
FY201916$112k6%
FY201816$111k13%
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Health$284kHuman Services$277kEducation$263kPhilanthropy$122kYouth Development$82kPublic Safety & Disaster$33kHousing & Shelter$32kArts & Culture$19kOther$0

Top grantees

Largest recipients by total granted, FY2017 to FY2025, and the share of each one’s budget the grants supplied at peak.

Show all 18 grantees

What it could do for these grantees

Plus 17 recipients with no EIN on record ($459k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget John L Harrell & Margaret T Harrell Charitable Trust C/O First Bank Trustee supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetFremont Street Nursery: $75,000 over 9y, 2.3% of budgetDr Terry Sinclair Health Clinic Inc: $70,000 over 9y, 0.4% of budgetUnited Way of Northern Shenandoah Valley Inc: $69,000 over 8y, 0.9% of budgetThe Laurel Center Intervention for Domestic & Sexual Violence: $55,000 over 9y, 0.3% of budgetBlue Ridge Hospice Inc: $54,000 over 9y, 0.0% of budgetDental Clinic of Northern Shenandoah Valley Inc: $45,000 over 9y, 14% of budgetWinchester Day Nursery Inc: $37,000 over 5y, 2.8% of budgetThe Youth Development Center Inc: $29,000 over 7y, 3.3% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches: $29,000 over 5y, 0.0% of budgetHenry & William Evans Home Inc: $23,000 over 3y, 1.0% of budgetShenandoah Valley Discovery Museum Inc: $19,000 over 6y, 0.4% of budgetCongregational Community Action Project Inc: $18,000 over 3y, 0.3% of budgetWinchester Area Temporary Thermal Shelter Inc: $14,000 over 4y, 1.5% of budgetBig Brothers Big Sisters Inc: $13,000 over 2y, 0.7% of budgetFamilies Reaching Out Group: $12,000 over 3y, 4.5% of budgetFamily Promise Northern Shenandoah Valley Inc: $10,000 over 3y, 3.9% of budgetWinchester Rescue Mission: $8,000 over 2y, 0.1% 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 17.

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.

United Way of Northern Shenandoah Valley IncVA30.6× affinity12 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: United Way of Northern Shenandoah Valley Inc · American Woodmark Foundation Inc · The Community Foundation of the Northern Shenandoah Valley · The Bank of Clarke County Foundation · The Woltz-Winchester Foundation · The Community Foundation of Harrisonburg & Rockingham County · Dorothy M Overcash Charitable Trust First Bank Trustee · Andrew U Ferrari Foundation · The Brandt Foundation · The Clara Weiss Fund · Feltner Community Foundation · Ridgeway Em-Charittuw

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 John L Harrell & Margaret T Harrell Charitable Trust C/O First Bank Trustee with peer funders

About John L Harrell & Margaret T Harrell Charitable Trust C/O First Bank Trustee

How much does John L Harrell & Margaret T Harrell Charitable Trust C/O First Bank Trustee give?
John L Harrell & Margaret T Harrell Charitable Trust C/O First Bank Trustee reported 22 grants totaling $136,000 in its FY2025 IRS filing. It funded between 16 and 23 organizations a year over FY2018 to FY2024.
What does John L Harrell & Margaret T Harrell Charitable Trust C/O First Bank Trustee fund?
By grant dollars over FY2017 to FY2025, its largest causes are Health (25%), Human Services (25%), Education (23%).
Who are John L Harrell & Margaret T Harrell Charitable Trust C/O First Bank Trustee's largest grantees?
By total granted over FY2017 to FY2025: Frederick County Public Schools ($91k), Fremont Street Nursery ($75k), Dr Terry Sinclair Health Clinic Inc ($70k).
Does John L Harrell & Margaret T Harrell Charitable Trust C/O First Bank Trustee fund new organizations?
In FY2024, 17% of the organizations it funded were first-time grantees.
Does John L Harrell & Margaret T Harrell Charitable Trust C/O First Bank Trustee 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 John L Harrell & Margaret T Harrell Charitable Trust C/O First Bank Trustee?
Its strongest co-funders, measured against what their size predicts, include United Way of Northern Shenandoah Valley Inc, American Woodmark Foundation Inc, The Community Foundation of the Northern Shenandoah Valley.
Where is John L Harrell & Margaret T Harrell Charitable Trust C/O First Bank Trustee based?
John L Harrell & Margaret T Harrell Charitable Trust C/O First Bank Trustee is based in VA.

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 35 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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