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John Rex Endowment at a glance

· Private foundation

John Rex Endowment

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.

$2.3M
Granted FY2024still arriving
48
Grants FY2024still arriving
3
States reached
$254k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Education$6.0MArts & Culture$2.5MYouth Development$2.5MHealth$1.5MHuman Services$1.5MCommunity Improvement$1.1MHousing & Shelter$1.1MPhilanthropy$879kOther$0
02FY2024 · 48 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k19 grants · $42k
  • $10k–50k7 grants · $145k
  • $50k–250k21 grants · $1.9M
  • $250k+1 grant · $254k
$25,000
Median grant
3
States reached
$72M
Total assets
Largest grants
RecipientAmount
WAKE COUNTY SMART START$254,100
NC COUNTS COALITION$175,000
THE GIFTED ARTS INC$150,000
SMART BUS$150,000
THE RESILIENCY COLLABORATIVE$150,000
100 BLACK MEN TRIANGLE EAST INC$150,000
BIG BROTHERS BIG SISTERS OF THE TRIANGLE$75,000
EL PUEBLO INC$75,000
FIESTA CRISTIANA MISSION CONGREGATION$75,000
FOUNDATION FOR APPALACHIAN KENTUCKYAPPALACHIA FUNDERS NETWORK$75,000
THE HOPE CENTER AT PULLEN$75,000
ARTS ACCESS INC$75,000
ARTSPACE$75,000
HAVEN HOUSE SERVICES$75,000
Individual grant recipient$75,000
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 (FY17–24, $1.9M) land where the poverty rate runs at 8%, against an area that typically sits at 8%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 8%RWA CENTER: $100k → 8%STEPUP MINISTRY: $5k → 8%NOTE IN THE POCKET INC: $1k → 8%SOUTHEAST RALEIGH PROMISE INC: $162k → 8%SOUTHEAST RALEIGH PROMISE INC: $142k → 8%SOUTHEAST RALEIGH PROMISE INC: $83k → 8%LEARNING TOGETHER INC: $75k → 8%SOUTHEAST RALEIGH PROMISE: $65k → 8%LEARNING TOGETHER: $48k → 8%LEARNING TOGETHER INC: $40k → 8%LEARNING TOGETHER INC: $40k → 8%LEARNING TOGETHER: $40k → 8%SE RALEIGH PROMISE INC: $11k → 8%LEARNING TOGETHER INC: $10k → 8%SE RALEIGH PROMISE INC: $250 → 8%LEARNING TOGETHER INC: $250 → 8%STEPUP MINISTRY: $5k → 8%YMCA OF THE TRIANGLE: $64k → 8%EAST WAKE EDUCATION FOUNDATION: $80k → 8%EAST WAKE EDUCATION FOUNDATION: $43k → 8%EAST WAKE EDUCATION FOUNDATION: $22k → 8%EAST WAKE EDUCATION FOUNDATION: $10k → 8%EAST WAKE EDUCATION FOUNDATION: $250 → 8%EL PUEBLO INC: $75k → 8%EL PUEBLO INC: $75k → 8%EL PUEBLO: $15k → 8%EL PUEBLO INC: $2k → 8%EL PUEBLO: $250 → 8%THE HOPE CENTER AT PULLEN: $75k → 8%THE HOPE CENTER AT PULLEN: $75k → 8%THE HOPE CENTER AT PULLEN: $75k → 8%METHODIST HOME FOR CHILDREN: $60k → 8%METHODIST HOME FOR CHILDREN: $60k → 8%THE HOPE CENTER AT PULLEN: $42k → 8%LEARNING TOGETHER INC: $75k → 8%LEARNING TOGETHER INC: $75k → 8%THE HOPE CENTER AT PULLEN: $38k → 8%THE HOPE CENTER AT PULLEN: $20k → 8%THE HOPE CENTER AT PULLEN: $20k → 8%THE HOPE CENTER AT PULLEN: $19k → 8%THE HOPE CENTER AT PULLEN: $10k → 8%METHODIST HOME FOR CHILDREN: $10k → 8%LEARNING TOGETHER: $5k → 8%METHODIST HOME FOR CHILDREN: $2k → 8%THE HOPE CENTER AT PULLEN: $1k → 8%METHODIST HOME FOR CHILDREN: $500 → 8%METHODIST HOME FOR CHILDREN: $250 → 8%THE HOPE CENTER AT PULLEN: $250 → 8%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.
04

Where the work is directed

The same grants placed two ways: where each recipient sits, and where its stated purpose sends the money.

About 6% of John Rex Endowment’s grant dollars are earmarked for a different county than the recipient’s own address. By recipient address, 99% of the giving stays in NC; by stated purpose, 91%.

John Rex Endowmentlessmore of its giving
Placed by recipient address · 5.0% directed abroad (not shown)
How this is measured
Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

86%of every dollar goes to organizations it has funded before.
$16M · 51 repeat orgs$2.5M to everyone else

Grantees it renews have grown median revenue +77% since the first grant, against +9% for those funded once.

51 repeat relationships: 25 still active in FY2024, 26 since wound down; 16 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

51
62

Total granted

$16M
$2.2M

Median revenue growth · since first grant

+77%
+9%

Still filing today

75%
39%

New vs renewed · share of each year

In FY2024, 85% of grant dollars renewed an existing relationship; $334k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

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

’17’18’19’20’21’22’23’24
EducationHuman ServicesArts & CultureYouth DevelopmentHealthHousing & ShelterOther
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

  • WC
    WAKE COUNTY SMART START INC
    8× · 2017–2024 · $2.2M · revenue +39%
  • MARBLES KIDS MUSEUM
    6× · 2017–2022 · $1.1M · revenue +92%
  • HAVEN HOUSE INC
    8× · 2017–2024 · $840k · revenue +97%

Funded once

  • NN
    NCSU NATURAL LEARNING INITIATIVE
    one grant, 2017 · $213k
  • UW
    UNITED WAY OF THE GREATER TRIANGLEYOUTH THRIVE
    one grant, 2020 · $180k
  • UH
    UNC HEALTHY SOLUTIONS
    one grant, 2017 · $172k
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
Raleigh County Community Action Association Inc

Raleigh county community action association, inc. empowers individuals and families to reach their highest levels of social and economical self-sufficiency, while identifying and eliminating causes of poverty. rccaa provides direct…

Human Services
2
North Carolina Business Leaders for Educ

The mission of north carolina business leaders for education (dba best nc) is to unite an engaged and informed business perspective to dramatically transform and improve north carolina's education system. our goal is for every student to…

Education
3
Communities in Schools of North Carolina Inc

Cisnc's mission is to surround students with a community of support, empowering them to stay in school and achieve in life. cisnc serves as the backbone for its statewide network of 20 independent nonprofit organizations that serve local…

Human Services
4
Early Years Inc

Early years leads efforts to strengthen accessible and affordable quality early care and education by providing support for families, communities and the workforce. early years 's primary purpose is to provide services, research and…

—
5
Care Share Health Alliance Inc

Care share health alliance is a north carolina-based nonprofit organization advancing community health and wellbeing through systems change. guided by the mission of collaborating for health and a vision of communities that are healthy and…

Health
6
One Wake

One wake's purpose is to build relationships across the wake county north carolina area, to identify community concerns and or needs, and to work together as a united power for human dignity, social justice, and the greater good. one wake…

Community Improvement
7
Families First-Nc Inc

To strengthen all families by providing parenting information and education and by preventing adolescent pregnancy.

Human Services
8
Wake County Continuum of Care Dba Raleigh-Wake Partnership to End and Prev

Our mission is to leverage the power of community to address systemic causes of homelessness through coordinated response, education, data, and advocacy.

Housing & Shelter
9
Research Triangle Regional Partnership

The research triangle regional partnership is an association of area economic development agencies dedicated to keeping the research triangle region economically strong by collectively marketing the region's competitive advantages and…

—
10
North Carolina Empowerment Organization
Civil Rights
11
Action Institute Nc

Action institute nc is a community organization and citizens action group that organizes residents of low-wealth communities and constituencies most of whom are people of color- to represent their own interests on issues of social and…

—
12
North Carolina Early Education Coalition

Act as an organization to provide education, information distribution, training, newsletters, fact sheets, and other materials to educate communities about the importance of high quality childhood education, especially for infants and…

Education
How this is measured
The grantee most central to the portfolio’s shape is Leadership North Carolina Inc; the most unlike its peers is Rwa Center. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
05the grantee network

75 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. 75 of the 131 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.

11
Load-bearing (≥25% of a budget)
27
Early backer (in before they grew)
74/75
Grantees still filing
51/75
Grew since first funded

Where the money sits, by cause and then by grantee

WAKE COUNTY PUBLIC SCHOOLS: $1,515,026 · OtherWAKE COUNTY PUBLIC SCHOOLSMARBLES KIDS MUSEUM: $1,136,530 · OtherMARBLES KIDS MUSEUMWAKEMED HEALTH & HOSPITALS: $990,971 · OtherWAKEMED HEALTH & HOSPITALSARTS ACCESS INCORPORATED: $737,604 · OtherARTS ACCESS INCORPORATEDPLM FAMILIES TOGETHER INC: $731,967 · OtherPLM FAMILIES TOGETHER INC+80 more: $4,541,656 · Other+80 moreWAKE COUNTY SMART START INC: $2,168,458 · EducationWAKE COUNTY SMART START I…Education Justice Alliance: $715,000 · EducationEducation Justice Allianc…Evolve Mentoring: $452,370 · EducationEvolve MentoringNC COUNTS COALITION: $250,250 · EducationNC COUNTS COALITIONTHE CORRAL RIDING ACADEMY: $235,000 · EducationTHE CORRAL RIDING ACADEMYTHE RESILIENCY COLLABORATIVE INC: $170,000 · Education+9 more: $216,506 · EducationSE RALEIGH PROMISE INC: $463,074 · Human ServicesSE RALEIGH …LEARNING TOGETHER INC: $408,343 · Human ServicesLEARNING TO…THE HOPE CENTER AT PULLEN INC: $376,250 · Human ServicesTHE HOPE CE…EL PUEBLO INC: $287,850 · Human ServicesEL PUEBLO I…EAST WAKE EDUCATION FOUNDATION: $155,550 · Human ServicesEAST WAKE E…The Methodist Home for Children Inc: $132,165 · Human ServicesThe Methodi…RWA CENTER: $100,000 · Human Services+6 more: $86,252 · Human ServicesTheGifted Arts Inc: $382,850 · Arts & CultureARTSPACE INC: $235,104 · Arts & CultureCOMMUNITY MUSIC SCHOOL INC: $175,133 · Arts & CultureBEREAN COMMUNITY CENTER INC: $92,500 · Arts & Culture+3 more: $40,000 · Arts & CultureHAVEN HOUSE INC: $839,636 · Health+3 more: $12,000 · HealthUNITED WAY OF THE GREATER TRIANGLE INC: $425,992 · PhilanthropyTRIANGLE COMMUNITY FOUNDATION INC: $312,500 · PhilanthropyNORTH CAROLINA COMMUNITY FOUNDATION: $50,000 · Philanthropy+2 more: $5,485 · PhilanthropySAFECHILD: $388,426 · Crime & LegalLEGAL AID OF NORTH CAROLINA INC: $150,000 · Crime & Legal
Other$9,653,754Education$4,207,584Human Services$2,009,484Arts & Culture$925,587Health$851,636Philanthropy$793,977Crime & Legal$538,426

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetWAKE COUNTY SMART START INC: $2,168,458 over 8y, 2.5% of budgetMARBLES KIDS MUSEUM: $1,136,530 over 6y, 5.3% of budgetHAVEN HOUSE INC: $839,636 over 8y, 3.9% of budgetARTS ACCESS INCORPORATED: $737,604 over 8y, 77% of budgetPLM FAMILIES TOGETHER INC: $731,967 over 6y, 12% of budgetEducation Justice Alliance: $715,000 over 4y, 31% of budgetSE RALEIGH PROMISE INC: $463,074 over 4y, 35% of budgetEvolve Mentoring: $452,370 over 4y, 84% of budgetUNITED WAY OF THE GREATER TRIANGLE INC: $425,992 over 7y, 0.5% of budgetLEARNING TOGETHER INC: $408,343 over 7y, 6.9% of budgetSAFECHILD: $388,426 over 8y, 5.8% of budgetTheGifted Arts Inc: $382,850 over 7y, 58% of budgetTHE HOPE CENTER AT PULLEN INC: $376,250 over 8y, 7.7% of budgetTRIANGLE COMMUNITY FOUNDATION INC: $312,500 over 5y, 0.3% of budgetEL PUEBLO INC: $287,850 over 6y, 8.7% of budgetNC COUNTS COALITION: $250,250 over 3y, 6.3% of budgetSmart Bus Inc: $242,500 over 4y, 80% of budgetARTSPACE INC: $235,104 over 3y, 13% of budgetBIG BROTHERS BIG SISTERS OF THE TRIANGLE INC: $235,000 over 3y, 14% of budgetTHE CORRAL RIDING ACADEMY: $235,000 over 3y, 7.6% of budgetPASSAGE HOME INC: $200,350 over 4y, 1.7% of budgetCOMMUNITY MUSIC SCHOOL INC: $175,133 over 4y, 16% of budgetTHE RESILIENCY COLLABORATIVE INC: $170,000 over 2y, 41% of budgetEAST WAKE EDUCATION FOUNDATION: $155,550 over 3y, 47% of budgetWADE EDWARDS FOUNDATION: $155,350 over 4y, 46% of budgetFAMILY PROMISE OF WAKE COUNTY INC: $150,350 over 5y, 7.6% of budgetLEGAL AID OF NORTH CAROLINA INC: $150,000 over 1y, 0.3% of budgetThe Methodist Home for Children Inc: $132,165 over 4y, 0.3% of budgetPositive Childhood Alliance North Carolina: $111,155 over 4y, 2.3% of budgetNC CHILD: $102,750 over 3y, 5.0% of budgetRWA CENTER: $100,000 over 1y, 85% of budgetBEREAN COMMUNITY CENTER INC: $92,500 over 3y, 51% of budgetLUCY DANIELS CENTER FOR EARLY CHILDHOOD: $65,049 over 3y, 0.9% of budgetThe Young Men's Christian Association of the Triangle Area Inc (4598): $64,252 over 1y, 0.1% of budgetWAKE EDUCATION PARTNERSHIP: $50,000 over 1y, 9.3% of budgetNORTH CAROLINA COMMUNITY FOUNDATION: $50,000 over 1y, 0.1% of budgetTHE CENTER FOR EVALUATION INNOVATION INC: $30,000 over 2y, 0.3% of budgetACTIVATE GOOD INC: $25,707 over 2y, 3.9% of budgetTHE ALICE AYCOCK POE CENTER FOR HEALTH EDUCATION: $25,250 over 2y, 0.5% of budgetTHE SCHOTT FOUNDATION FOR PUBLIC EDUCATION: $25,000 over 1y, 0.6% of budgetLGBT CENTER OF RALEIGH INC: $25,000 over 1y, 4.7% of budgetRALEIGH LITTLE THEATRE INC: $25,000 over 1y, 2.2% of budgetCOMMUNITIES IN SCHOOLS OF WAKE COUNTY: $17,000 over 2y, 1.6% of budgetVillage Of Wisdom: $15,000 over 1y, 0.4% of budgetDOROTHEA DIX PARK CONSERVANCY: $15,000 over 1y, 0.2% of budgetImmersion for Spanish Language Acq: $10,000 over 1y, 1.4% of budgetSTEPUP MINISTRY: $10,000 over 2y, 0.3% of budgetNORTH CAROLINA ALLIANCE FOR HEALTH: $10,000 over 1y, 0.4% 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 WAKE COUNTY SMART START INC ↗
  • Who funds MARBLES KIDS MUSEUM ↗
  • Who funds HAVEN HOUSE INC ↗
  • Who funds ARTS ACCESS INCORPORATED ↗
  • Who funds PLM FAMILIES TOGETHER INC ↗
  • Who funds Education Justice Alliance ↗
  • Who funds SE RALEIGH PROMISE INC ↗
  • Who funds Evolve Mentoring ↗
  • Who funds UNITED WAY OF THE GREATER TRIANGLE INC ↗
  • Who funds LEARNING TOGETHER INC ↗
  • Who funds SAFECHILD ↗
  • Who funds TheGifted Arts Inc ↗
  • Who funds THE HOPE CENTER AT PULLEN INC ↗
  • Who funds TRIANGLE COMMUNITY FOUNDATION INC ↗
  • Who funds EL PUEBLO INC ↗
  • Who funds NC COUNTS COALITION ↗
  • Who funds Smart Bus Inc ↗
  • Who funds ARTSPACE INC ↗
  • Who funds BIG BROTHERS BIG SISTERS OF THE TRIANGLE INC ↗
  • Who funds THE CORRAL RIDING ACADEMY ↗
  • Who funds PASSAGE HOME INC ↗
  • Who funds COMMUNITY MUSIC SCHOOL INC ↗
  • Who funds THE RESILIENCY COLLABORATIVE INC ↗
  • Who funds EAST WAKE EDUCATION FOUNDATION ↗
  • Who funds WADE EDWARDS FOUNDATION ↗
  • Who funds FAMILY PROMISE OF WAKE COUNTY INC ↗
  • Who funds LEGAL AID OF NORTH CAROLINA INC ↗
  • Who funds The Methodist Home for Children 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.

Triangle Community Fo…United Way of the Gre…North Carolina Commun…Duke Energy FoundationJohn William Pope Fou…The Leon Levine Found…Aj Fletcher FoundationBell Koonce Burnette …The Mary Duke Biddle …Duke University Healt…Gipson Family Foundat…Childtrust Foundation
Triangle Community Foundation IncNC84.2× affinity45 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Triangle Community Foundation Inc · United Way of the Greater Triangle Inc · North Carolina Community Foundation · Duke Energy Foundation · John William Pope Foundation · The Leon Levine Foundation · Aj Fletcher Foundation · Bell Koonce Burnette Foundation · The Mary Duke Biddle Foundation Missionpost Pmb #101 · Duke University Health System Inc · Gipson Family Foundation · Childtrust 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 John Rex Endowment funds: left to right is the share of its income from government, bottom to top the share from John Rex Endowment. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%6%25%56%100%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →
    no gov moneyreceives it· size = income
    1get no government money at all
    30report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    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 131 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on John Rex Endowment’s filings →

    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