Skip to content

· Private foundation

Joseph Family Foundation

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.

$1.0M
Granted FY2022
23
Grants FY2022
6
States reached
$550k
Largest

Read this first · the figures below need context

91% of Joseph Family Foundation’s FY2024 grant dollars went to Morgan Stanley Global Impact Funding Trust Inc, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2024 names 4 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2022, the last year Joseph Family Foundation named its own grantees at scale: 18 organizations, $1M. It is dated, not current.

Organizations named directly on the return

3
’17
11
’18
17
’19
17
’20
14
’21
18
’22
2
’23
4
’24

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

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.

Philanthropy$3.7MArts & Culture$1.8MCommunity Improvement$218kEducation$129kHealth$129kEnvironment$7kInternational$3kAnimals$500Other$0
02FY2022 · 23 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2022

  • Under $10k18 grants · $12k
  • $10k–50k1 grant · $20k
  • $50k–250k3 grants · $452k
  • $250k+1 grant · $550k
$250
Median grant
6
States reached
$19M
Total assets
Largest grants
RecipientAmount
GLOBAL IMPACT FUNDING TRUST$550,000
GLOUCESTER REVOLVING LOAN FUND$218,029
COOK FOUNDATION$174,000
CHILDREN'S RADIO FOUNDATION$60,000
CHRYSLER MUSEUM OF ART$20,000
FAIRFIELD FOUNDATION$5,000
FRENCH HERITAGE SOCIETY$3,225
THE STORYDANCER PROJECT$1,000
CHESAPEAKE BAY FOUNDATION$500
DOCTORS WITHOUT BORDERS USA$500
THE NATURE CONSERVANCY$400
GLOUCESTER COUNTY FRIENDS OF THE LIBRARY$250
THE COLONIAL WILLIAMSBURG FOUNDATION$200
ENVIRONMENTAL DEFENSE FUND$100
INSTITUTE OF NOETIC SCIENCES$100
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 (FY21–21, $500) land where the poverty rate runs at 9%, against an area that typically sits at 8%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 8%BREAD FOR LIFE COMMUNITY FOOD PANTRY: $500 → 9%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.

Which US states its grants reach

MI
NY
CA
VA
MD
AZ
NM
DC
OK
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.
03Its grantees
repeat funding

Who it funds again

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

88%of every dollar goes to organizations it has funded before.
$2.8M · 28 repeat orgs$382k to everyone else

28 repeat relationships: 18 still active in FY2022, 10 since wound down; 5 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

28
13

Total granted

$2.8M
$158k

Median revenue growth · since first grant

+21%
+50%

Still filing today

68%
69%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $100 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
Arts & CultureEnvironmentInternationalEducationHealthAnimalsOther
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

  • CF
    COOK FOUNDATION
    8× · 2017–2024 · $1.5M · revenue ×12 · 95% of their budget
  • RW
    RADIO WORKSHOP US INC
    6× · 2017–2024 · $217k · revenue +183% · 26% of their budget
  • BS
    BRITISH SCHOOLS & UNIVERSITIES FOUNDATION INC
    5× · 2017–2021 · $118k · revenue +136%

Funded once

  • PP
    PLANNED PARENTHOOD FOUNDATION
    one grant, 2019 · $125k
  • JA
    JUNIOR ACHIEVEMENT OF GREATER HAMPTON ROADS INCgraduated
    one grant, 2019 · $10k · revenue +44%
  • TA
    THE ACCIDENTAL REPERTORY THEATER INC
    one grant, 2020 · $10k · revenue -27% · 38% of their budget
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
Association for the Preservation of Va Antiquities

To preserve, promote and serve as an advocate for virginia's irreplaceable historic places for cultural, economic and educational benefits for everyone.

Arts & Culture
2
Tudor Place Foundation Inc

Tudor place historic house & garden preserves the stories of six generations of descendants of martha washington and the enslaved and free people who lived and worked at this georgetown landmark for nearly two centuries. by examining their…

—
3
American Museum of Natural History

The museum's mission statement is: "to discover, interpret, and disseminate - through scientific research and education - knowledge about human cultures, the natural world, and the universe."

Arts & Culture
4
The Glass-Glen Burnie Museum Inc

The mission of the museum of the shenandoah valley (msv) is to preserve and enrich the cultural life and heritage of the shenandoah valley. serving the region as a cultural site, the msv fulfills its mission by presenting exhibitions;…

Arts & Culture
5
The Virginia and Alfred Harrell Foundation
—
6
Jamestowne Society Inc

To unite descendants of jamestown settlers prior to 1700, support archaelogical excavations at jamestown, provide educational programming and publications, conserve official documents from the colonial period, and promote the significance…

Arts & Culture
7
The South Carolina Historical Society

The schs mission is to expand, preserve, and make accessible our invaluable collection, and to encourage interest and pride in the rich history of our state.

Arts & Culture
8
Henry E Huntington Library and Art Gallery

The huntington library, art museum, and botanical gardens shares its world-renowned collections to support scholarship, foster learning, inspire creativity, and offer transformative experiences for diverse audiences.

Arts & Culture
9
Virginia Living Museum Inc

The museum connects people to nature by delivering educational classes, programs, exhibits, events and demonstrations. staff and volunteers engage learners of all ages on a 23 acre campus setting. indoor and outdoor learning opportunities…

Arts & Culture
10
The Rhode Island Historical Society

The rhode island historical society, through its collections, museums, and educational initiatives, welcomes everyone to engage with rhode island's complex and significant past.

Arts & Culture
11
Virginia Commonwealth University Intellectual Property Foundation

The foundation determines the patentability and obtains patents on virginia commonwealth university (vcu) inventions and markets and licenses such inventions to commerical entities. the foundation's activities promote research efforts at…

Health
12
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
How this is measured
The grantee most central to the portfolio’s shape is Jamestown-Yorktown Foundation Inc; the most unlike its peers is Cook Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

36 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. 36 of the 48 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.

4
Load-bearing (≥25% of a budget)
10
Early backer (in before they grew)
34/36
Grantees still filing
27/36
Grew since first funded

Where the money sits, by cause and then by grantee

MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC: $2,745,826 · PhilanthropyMORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INCCOOK FOUNDATION: $1,477,190 · Arts & CultureCOOK FOUNDATIONRADIO WORKSHOP US INC: $217,020 · Arts & CultureRADIO WORKSHOP US INC+11 more: $31,999 · Arts & CultureGLOBAL IMPACT FUNDING TRUST: $950,000 · OtherGLOBAL IMPACT FUNDING…PLANNED PARENTHOOD FOUNDATION: $125,000 · OtherPLANNED PARENTHOOD FO…CHRYSLER MUSEUM OF ART: $40,000 · Other+19 more: $10,700 · OtherGLOUCESTER REVOLVING LOAN FUND INC: $218,029 · Community ImprovementBRITISH SCHOOLS & UNIVERSITIES FOUNDATION INC: $118,109 · InternationalFRENCH HERITAGE SOCIETY INC: $22,889 · InternationalJUNIOR ACHIEVEMENT OF GREATER HAMPTON ROADS INC: $10,000 · International+1 more: $2,500 · InternationalCHESAPEAKE BAY FOUNDATION INC: $3,000 · EnvironmentMATHEWS LAND CONSERVANCY: $1,000 · EnvironmentTHE GARDEN CLUB OF VIRGINIA INC: $600 · EnvironmentFRIENDS OF THE EARTH: $400 · EnvironmentENVIRONMENTAL DEFENSE FUND INCORPORATED: $200 · EnvironmentHAMPTON ROADS ACADEMY: $1,000 · EducationGEORGETOWN UNIVERSITY: $100 · Education
Philanthropy$2,745,826Arts & Culture$1,726,209Other$1,125,700Community Improvement$218,029International$153,498Environment$5,200Education$1,100

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 budgetMORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC: $2,745,826 over 2y, 0.1% of budgetCOOK FOUNDATION: $1,477,190 over 8y, 95% of budgetGLOUCESTER REVOLVING LOAN FUND INC: $218,029 over 1y, 87% of budgetRADIO WORKSHOP US INC: $217,020 over 6y, 26% of budgetBRITISH SCHOOLS & UNIVERSITIES FOUNDATION INC: $118,109 over 5y, 0.3% of budgetFRENCH HERITAGE SOCIETY INC: $22,889 over 4y, 0.8% of budgetJUNIOR ACHIEVEMENT OF GREATER HAMPTON ROADS INC: $10,000 over 1y, 2.8% of budgetTHE ACCIDENTAL REPERTORY THEATER INC: $10,000 over 1y, 38% of budgetFairfield Foundation of Virginia Inc: $5,000 over 1y, 0.8% of budgetSOUNDSCAPES INC: $5,000 over 1y, 0.9% of budgetJAMESTOWN-YORKTOWN FOUNDATION INC: $3,214 over 2y, 0.1% of budgetTHE STORYDANCER PROJECT INC: $3,000 over 3y, 0.7% of budgetCHESAPEAKE BAY FOUNDATION INC: $3,000 over 4y, 0.0% of budgetTHE HERMITAGE MUSEUM AND GARDENS: $2,600 over 1y, 0.2% of budgetMEDECINS SANS FRONTIERES USA INC: $2,500 over 5y, 0.0% of budgetTHE NATURE CONSERVANCY: $1,650 over 5y, 0.0% of budgetFRIENDS OF THE WARE NECK STORE: $1,100 over 3y, 0.2% of budgetHAMPTON ROADS ACADEMY: $1,000 over 1y, 0.0% of budgetROSENWALD PARK CAMPAIGN: $1,000 over 1y, 0.9% of budgetMATHEWS LAND CONSERVANCY: $1,000 over 2y, 0.4% of budgetColonial Williamsburg Foundation: $685 over 5y, 0.0% of budgetTHE GARDEN CLUB OF VIRGINIA INC: $600 over 2y, 0.0% of budgetHERE FOR THE GIRLS INC: $550 over 2y, 0.1% of budgetGLOUCESTER-MATHEWS HUMANE SOCIETY: $500 over 1y, 0.0% of budgetBREAD FOR LIFE COMMUNITY FOOD PANTRY INC: $500 over 1y, 0.2% of budgetGLOUCESTER VOLUNTEER FIRE & RESCUE SQUAD INC: $400 over 4y, 0.0% of budgetFRIENDS OF THE EARTH: $400 over 4y, 0.0% of budgetVIRGINIA SHERIFFS' INSTITUTE INC: $300 over 4y, 0.0% of budgetVIRGINIA HISTORICAL SOCIETY: $200 over 2y, 0.0% of budgetTHE ROSEWELL FOUNDATION INC: $200 over 2y, 0.3% of budgetINSTITUTE OF NOETIC SCIENCES: $200 over 2y, 0.0% of budgetENVIRONMENTAL DEFENSE FUND INCORPORATED: $200 over 2y, 0.0% of budgetGEORGETOWN UNIVERSITY: $100 over 1y, 0.0% of budgetChildren's Hospital of the King's Daughters: $100 over 1y, 0.0% of budgetVERSABILITY RESOURCES INC: $100 over 1y, 0.0% 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.

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.

The Community Foundation IncVA18.7× affinity7 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Community Foundation Inc · J Edwin Treakle Foundation Inc · Dominion Energy Charitable Foundation · The Peebles Family Foundation · Joseph Fund · Peninsula Community Foundation of Virginia Inc · Townebank Foundation · The Bank of America Charitable Foundation Inc · Charities Aid Foundation America · Morgan Stanley Global Impact Funding Trust Inc · Vanguard Charitable Endowment Program · National Philanthropic Trust

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 Joseph Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Joseph Family Foundation. 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%6%13%19%25%share of the org’s income from government →median 2%
  • Chesapeake Bay Foundation Inc: 2% of income from government
no gov moneyreceives it· size = income
1get no government money at all
7report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–25%
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.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Joseph Family Foundation?

Find your warmest path to Joseph Family Foundation 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 from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 48 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 2022, released 2022. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Joseph Family’s filings →

More from the funding graph