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· Private foundation

Joseph Family Charitable Trust

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.

$9k
Granted FY2022
17
Grants FY2022
4
States reached
$5k
Largest

Read this first · the figures below need context

100% of Joseph Family Charitable Trust’s FY2025 grant dollars went to Schwab Charitable Fund, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2025 names 0 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2022, the last year Joseph Family Charitable Trust named its own grantees at scale: 13 organizations, $9k. It is dated, not current.

Organizations named directly on the return

13
17
12
18
12
19
10
20
6
21
13
22
0
25

Amber years are those where most dollars went to a sponsor.

01What you fund
0193% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20172025.

Arts & Culture$163kPhilanthropy$23kRecreation & Sports$4kEducation$2kHealth$625Environment$565Housing & Shelter$500Animals$100Other$0
02FY2022 · 17 grants

Where the money goes

Your grants by size, and where they go.

$100
Median grant
4
States reached
$680k
Total assets
Largest grants
RecipientAmount
WAVE FARM$5,000
AMERICAN MUSEUM OF NATURAL HISTORY$2,000
METROPOLITAN MUSUEM OF ART$600
PARK AVENUE ARMORY$500
Individual grant recipient$375
Central Park Conservancy$100
THE DOE FUND$100
NATIONAL WOMEN'S HEALTH NETWORK$100
NATIONAL TRUST FOR HISTORIC PRESERV$100
LINCOLN CENTER$100
AMERICAN FOLK ART MUSEUM$70
NATIONAL WILDLIFE FEDERATION$50
Rondout-Esopus Land Conservancy$50
ENVIRONMENTAL DEFENSE FUND$50
WORLD WILDLIFE FUND$50
02The need
03

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.

show:

Dollar for dollar, your grants (FY17–22) land where the poverty rate runs at 12%, against an area that typically sits at 10%. 99% of your dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 10%SCENIC HUDSON: $50 → 9%WAVE FARM: $5k → 11%AMERICAN FOLK ART MUSEUM: $150 → 13%WOODSTOCK DAY SCHOOL STEM: $1k → 16%FRIENDS OF THE HIGHLINE: $350 → 17%NATIONAL WOMEN'S HEALTH NETWORK: $100 → 14%SCENIC HUDSON: $50 → 9%WAVE FARM: $5k → 11%AMERICAN FOLK ART MUSEUM: $100 → 13%WOODSTOCK DAY SCHOOL: $500 → 16%FRIENDS OF THE HIGHLINE: $150 → 17%NATIONAL WOMENS HEALTH NETWORK: $100 → 14%SCENIC HUDSON: $50 → 9%WAVE FARM: $5k → 11%AMERICAN FOLK ART MUSEUM: $70 → 13%Rondout-Esopus Land Conservancy: $100 → 16%FRIENDS OF THE HIGHLINE: $150 → 17%NATIONAL WOMENS HEALTH NETWORK: $100 → 14%WAVE FARM: $5k → 11%AMERICAN FOLK ART MUSEUM: $70 → 13%NATIONAL WOMEN'S HEALTH NETWORK: $100 → 14%WAVE FARM: $5k → 11%AMERICAN FOLK ART MUSEUM: $70 → 13%THE DOE FUND: $200 → 17%NATIONAL WOMENS HEALTH NETWORK: $100 → 14%WAVE FARM: $5k → 11%THE DOE FUND: $100 → 17%NATIONAL WOMEN'S HEALTH NETWORK: $100 → 14%WGXC: $500 → 11%LINCOLN CENTER: $100 → 17%WGXC: $500 → 11%THE DOE FUND: $100 → 17%WGXC: $500 → 11%LINCOLN CENTER: $100 → 17%GREENE COUNTY COUNCIL ON THE ARTS: $950 → 11%THE DOE FUND: $100 → 17%PARK AVENUE ARMORY: $500 → 17%PARK AVENUE ARMORY: $500 → 17%PARK AVENUE ARMORY: $500 → 17%PARK AVENUE ARMORY: $500 → 17%PARK AVENUE ARMORY: $500 → 17%PARK AVENUE ARMORY: $500 → 17%MINT THEATER COMPANY: $600 → 17%MINT THEATRE COMPANY: $600 → 17%MINT THEATER COMPANY: $600 → 17%MINT THEATER COMPANY: $600 → 17%MINT THEATRE COMPANY: $600 → 17%EOLC NY: $100 → 17%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

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.

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.

03Your edge
repeat funding

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.

98%of every dollar goes to organizations you’ve funded before.
$170k · 23 repeat orgs$3k to everyone else

23 repeat relationships — 16 still active in FY2022, 7 since wound down; 1 grantees were first funded in FY2022 (too recent to call). Read against FY2022, 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

23
6

Total granted

$170k
$3k

Median revenue growth · since first grant

+28%
+48%

Still filing today

70%
33%

New vs renewed · share of each year

In FY2022, 99% of grant dollars renewed an existing relationship; $50 went to new ones.

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

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

’17’18’19’20’21’22
Arts & CultureEnvironmentRecreation & SportsHealthAnimalsEducationOther

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

  • WF
    WAVE FARM INC
    6× · 2017–2022 · $30k · revenue +114%
  • NY
    NEW YORK CITY CENTER INC
    5× · 2017–2021 · $13k · revenue +16%
  • MM
    METROPOLITAN MUSEUM OF ART
    3× · 2017–2019 · $2k · revenue +58%

Funded once

  • WD
    WOODSTOCK DAY SCHOOL STEM
    one grant, 2018 · $1k
  • GC
    GREENE COUNTY COUNCIL ON THE ARTS
    one grant, 2017 · $950 · revenue +7%
  • WD
    WOODSTOCK DAY SCHOOLgraduated
    one grant, 2020 · $500 · revenue +48%

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

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.

1
Municipal Art Society of New York

The municipal art society of new york (mas) lifts up the voices of the people in the debates that shape new york's built environment and leads the way to a more livable city from sidewalk to skyline. mas envisions a future in which all new…

Arts & Culture
2
New York Botanical Garden

The new york botanical garden is a museum of plants and a scientific research center devoted to the study of plants and their uses. it is the garden's mission to improve public understanding of the natural world, horticulture, and the…

Environment
3
The Neue Galerie New York
Arts & Culture
4
The Jewish Museum

The mission of the jewish museum is to collect, preserve, exhibit and interpret art and jewish culture. see schedule o for more information.

Arts & Culture
5
San Diego Museum of Art

To inspire, educate and cultivate curiosity through great works of art.

Arts & Culture
6
The Academy of Natural Sciences of Philadelphia

The mission is "to understand the natural world and inspire everyone to care for it." the academy implements its mission through understanding the diversity of life; developing and applying science to protect the environment; and informing…

Science & Tech
7
The Pierpont Morgan Library

The Morgan Library & Museum celebrates and shares the history and process of human creativity from antiquity to the present day through the preservation, study, and interpretation of a dynamic and growing collection.

Education
8
San Francisco Museum of Modern Art

See schedule osfmoma believes the art of our time is vital and shares it with passion and purpose, and that art and the creative process can open minds and help build a better world. for that reason, we assemble unparalleled collections,…

Arts & Culture
9
Museum of Modern Art

The Museum of Modern Art is a private, non-profit institution chartered by the State of New York Department of Education in 1929 to foster public awareness of modern and contemporary art. (Continued in Schedule O)

Arts & Culture
10
Museum of the City of New York

The museum of the city of new york fosters understanding of the distinctive nature of urban life in the world's most influential metropolis. it engages visitors by celebrating, documenting, and interpreting the city's past, present, and…

Arts & Culture
11
World Monuments Fund Inc

Wmf is the leading independent organization devoted to safeguarding the world's most treasured places to enrich people's lives and build mutual understanding across cultures and communities. the organization is headquartered in new york…

Arts & Culture
12
The Long Island Museum of American Art History & Carriages

The long island museum is dedicated to inspiring people of all ages with an understanding and enjoyment of american art, history and carriages as expressed through the heritage of long island and its diverse communities.

Arts & Culture

For reference, the grantee most central to the portfolio’s shape is Central Park Conservancy Inc and the most unlike its peers is American Museum of Natural History. 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 49 years old; the field is 18. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number19%0%<5yr14%0%5–10yr20%0%10–20yr20%25%20–35yr14%45%35–55yr13%30%55yr+
THE FIELDby orgYOUR MONEYby value19%0%<5yr14%0%5–10yr20%0%10–20yr20%31%20–35yr14%9%35–55yr13%60%55yr+

The field is 19% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close 0.0% lost their exemption, against 11% of the field you don’t fund.

orgs you fund
0.0%0/20
the rest of the field
11%
3,859/34,974

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.

04the grantee network

20 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 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 20 of the 31 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.

0
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
20/20
Grantees still filing
14/20
Grew since you first funded

Where your money sits — by cause, then by grantee

American Museum of Natural History — $109,750 · Arts & CultureAmerican Museum of Natural HistoryWAVE FARM INC — $30,000 · Arts & CultureWAVE FARM INCNEW YORK CITY CENTER INC — $12,500 · Arts & CultureNEW YORK CITY CENTER INC+6 more — $6,195 · Arts & CultureDONOR ADVISED CHARITABLE GIVING INC — $23,097 · PhilanthropyDONOR ADVISED…PARK AVENUE ARMORY — $3,000 · OtherIndividual grant recipient — $2,000 · OtherWGXC — $1,500 · OtherMETROPOLITAN MUSUEM OF ART — $1,310 · OtherMINT THEATRE COMPANY — $1,200 · OtherWOODSTOCK DAY SCHOOL STEM — $1,000 · OtherNATIONAL TRUST FOR HISTORIC PRESERV — $500 · OtherTHE DOE FUND INC — $500 · Other+5 more — $625 · OtherCENTRAL PARK CONSERVANCY INC — $500 · Recreation & SportsFRESH AIR FUND — $200 · Recreation & SportsNational Women's Health Network — $600 · HealthScenic Hudson Inc — $250 · EnvironmentRONDOUT-ESOPUS LAND CONSERVANC — $150 · EnvironmentWORLD WILDLIFE FUND INC — $115 · EnvironmentENVIRONMENTAL DEFENSE FUND INCORPORATED — $50 · EnvironmentWOODSTOCK DAY SCHOOL — $500 · Education
Arts & Culture$158,445Philanthropy$23,097Other$11,635Recreation & Sports$700Health$600Environment$565Education$500

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetAmerican Museum of Natural History — $109,750 over 5y, 0.1% of budgetWAVE FARM INC — $30,000 over 6y, 1.2% of budgetDONOR ADVISED CHARITABLE GIVING INC — $23,097 over 1y, 0.0% of budgetNEW YORK CITY CENTER INC — $12,500 over 5y, 0.0% of budgetMETROPOLITAN MUSEUM OF ART — $2,110 over 3y, 0.0% of budgetMINT THEATER COMPANY INC — $1,800 over 3y, 0.0% of budgetGREENE COUNTY COUNCIL ON THE ARTS — $950 over 1y, 0.2% of budgetFRIENDS OF THE HIGH LINE INC — $675 over 4y, 0.0% of budgetNational Women's Health Network — $600 over 6y, 0.0% of budgetWOODSTOCK DAY SCHOOL — $500 over 1y, 0.0% of budgetTHE DOE FUND INC — $500 over 4y, 0.0% of budgetCENTRAL PARK CONSERVANCY INC — $500 over 5y, 0.0% of budgetAMERICAN FOLK ART MUSEUM — $460 over 5y, 0.0% of budgetScenic Hudson Inc — $250 over 5y, 0.0% of budgetFRESH AIR FUND — $200 over 4y, 0.0% of budgetLINCOLN CENTER FOR THE PERFORMING ARTS INC — $200 over 2y, 0.0% of budgetRONDOUT-ESOPUS LAND CONSERVANC — $150 over 2y, 0.1% of budgetWORLD WILDLIFE FUND INC — $115 over 2y, 0.0% of budgetNATIONAL WILDLIFE FEDERATION — $100 over 2y, 0.0% of budgetENVIRONMENTAL DEFENSE FUND INCORPORATED — $50 over 1y, 0.0% of budget
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 American Museum of Natural History
  • Who funds WAVE FARM INC
  • Who funds DONOR ADVISED CHARITABLE GIVING INC
  • Who funds NEW YORK CITY CENTER INC
  • Who funds METROPOLITAN MUSEUM OF ART
  • Who funds MINT THEATER COMPANY INC
  • Who funds GREENE COUNTY COUNCIL ON THE ARTS
  • Who funds FRIENDS OF THE HIGH LINE INC
  • Who funds National Women's Health Network
  • Who funds WOODSTOCK DAY SCHOOL
  • Who funds THE DOE FUND INC
  • Who funds CENTRAL PARK CONSERVANCY INC
  • Who funds AMERICAN FOLK ART MUSEUM
  • Who funds Scenic Hudson Inc
  • Who funds FRESH AIR FUND
  • Who funds LINCOLN CENTER FOR THE PERFORMING ARTS INC
  • Who funds RONDOUT-ESOPUS LAND CONSERVANC
  • Who funds WORLD WILDLIFE FUND INC
  • Who funds NATIONAL WILDLIFE FEDERATION
  • Who funds ENVIRONMENTAL DEFENSE FUND INCORPORATED

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 set of overlaps that mostly run through you, not between each other.

Amazonsmile FoundationWA3.2× affinity5 shared granteesties to 0 of 0Hover any node to trace its alignments.Compare side by side →

Open a dossier: Amazonsmile Foundation

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.

Government reliance of your grantees

Every dot is one organization Joseph Family Charitable Trust 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.

2024
202122232425
no gov · 00%0%1%3%5%your share of their income ↑0%4%8%11%15%share of the org’s income from government
    no gov moneyreceives it· size = income
    0get no government money at all
    5report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–15%
    typical government reliance, FY2025

    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.

    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Joseph Family Charitable Trust?

    Find your warmest path to Joseph Family Charitable Trust 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 directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 31 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your 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. How we build these →

    Generated from your IRS Form 990-PF e-file return for fiscal year 2022, released 2022. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

    More from the funding graph