· Private foundation
Joseph B Halbert Revocable Trust Dated May
Its FY2025 filing reports that it accepted unsolicited grant applications.
What you funded, over time
By grantee IRS cause code (NTEE).
A cause breakdown isn’t shown here: 63% of JOSEPH B HALBERT REVOCABLE TRUST DATED MAY’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.
Where the money goes
Your grants by size, and where they go.
| Recipient | Amount |
|---|---|
| Individual grant recipient | $1,000 |
| Individual grant recipient | $1,000 |
| Individual grant recipient | $1,000 |
| Individual grant recipient | $1,000 |
| Individual grant recipient | $1,000 |
| Individual grant recipient | $1,000 |
| Individual grant recipient | $1,000 |
| Individual grant recipient | $1,000 |
| Individual grant recipient | $1,000 |
| Salvation Army | $1,000 |
| Individual grant recipient | $1,000 |
| Individual grant recipient | $1,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY23–24, $5k) land where the poverty rate runs at 7%, against an area that typically sits at 10%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
Which US states your grants reach
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 — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
20 repeat relationships — 0 still active in FY2025, 20 since wound down; 12 grantees were first funded in FY2025 (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 FY2025, 0% of grant dollars renewed an existing relationship; $12k 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.
Backed again, and grew
WORCESTER POLYTECHNIC INSTITUTE3× · 2020–2022 · $8k · revenue +38%
NORTHEASTERN UNIVERSITY2× · 2023–2024 · $7k · revenue +22%
SUFFOLK UNIVERSITY2× · 2021–2022 · $6k · revenue +9%
Funded once
- TOTRUSTEES OF PURDUE UNIVERSITYone grant, 2024 · $2k
- BSBRIDGEWATER STATE UNIVERSITYone grant, 2024 · $2k
Davidson Collegegraduatedone grant, 2018 · $2k · revenue +52%
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.
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…
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…
Dartmouth College educates the most promising students and prepares them for a lifetime of learning and of responsible leadership, through a faculty dedicated to teaching and the creation of knowledge.
The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.
Organization's mission: boston university is an international, comprehensive, private research university, committed to educating students to be reflective, resourceful individuals ready to live, adapt, and lead in an interconnected world.…
At Roger Williams University, students are prepared to be thinkers and doers ready to solve challenging problems with innovative solutions. RWU offers robust offerings of undergraduate, graduate and professional programs across eight…
Bates is a college of the liberal arts and sciences, and is a coeducational, nonsectarian, residential college with special commitments to academic rigor, and to assuring in all of its efforts the dignity of each individual, and access to…
Mission strengthened by more than a century and a half of dedication to academic excellence, boston college commits itself to the highest standards of teaching and research in undergraduate, graduate and professional programs and to the…
The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.
Endicott college offers students a vibrant academic environment that remains true to its founding principle of integrating professional and liberal arts with experiential learning. for more information see schedule o.
Dickinson college provides a useful, innovative and interdisciplinary education in the liberal arts and sciences to prepare students to lead rich and fulfilling lives of engaged global citizenship
Biu produces students who excel in the sciences, humanities, law, engineering, business & the arts.
For reference, the grantee most central to the portfolio’s shape is Northeastern University and the most unlike its peers is South Shore Young Men's Christian Association. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
16 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 16 of the 39 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
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
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds President and Fellows of Harvard College ↗
- Who funds WORCESTER POLYTECHNIC INSTITUTE ↗
- Who funds NORTHEASTERN UNIVERSITY ↗
- Who funds SUFFOLK UNIVERSITY ↗
- Who funds Cornell University ↗
- Who funds Trustees of Tufts College ↗
- Who funds THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND ↗
- Who funds UNIVERSITY OF RICHMOND ↗
- Who funds Bowdoin College ↗
- Who funds South Shore Young Men's Christian Association ↗
- Who funds BENTLEY UNIVERSITY ↗
- Who funds BABSON COLLEGE ↗
- Who funds BRANDEIS UNIVERSITY ↗
- Who funds Davidson College ↗
- Who funds Northwestern University ↗
- Who funds LEE UNIVERSITY ↗
Government reliance of your grantees
Every dot is one organization Joseph B Halbert Revocable Trust Dated May 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, a single department, or state — and drag the year to watch it move.
- Trustees of Tufts College — 13% of income from government
- Brandeis University — 9% of income from government
- Worcester Polytechnic Institute — 8% of income from government
- President and Fellows of Harvard College — 7% of income from government
- Northeastern University — 7% of income from government
- Babson College — 3% of income from government
- Suffolk University — 1% of income from government
- Bentley University — 1% of income from government
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 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.