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· Private foundation

Joshua Rosenthal Charitable Trust

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.

$162k
Granted FY2019
17
Grants FY2019
5
States reached
$20k
Largest

Read this first · the figures below need context

100% of Joshua Rosenthal Charitable Trust’s FY2024 grant dollars went to Fidelity Investments Charitable Gift Fund, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2024 names 0 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2019, the last year Joshua Rosenthal Charitable Trust named its own grantees at scale: 13 organizations, $162k. It is dated, not current.

Organizations named directly on the return

13
19
22
20
0
21
0
22
0
23
0
24

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

01What you fund
0196% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20192024.

Philanthropy$4.8MAnimals$130kEnvironment$126kEducation$100kHuman Services$86kHealth$58kInternational$40kReligion$40kOther$0
02FY2019 · 17 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2019

  • Under $10k2 grants · $2k
  • $10k–50k15 grants · $160k
$10,000
Median grant
5
States reached
$21M
Total assets
Largest grants
RecipientAmount
YAFFED INC$20,000
GLOBAL GREENSGRANTS FUND$10,000
CHARITY WATER$10,000
ARCADIA CENTER$10,000
GENTLE BARN$10,000
CLL SOCIETY$10,000
FRIENDS OF THE ISRAEL DEFENSE FORCES$10,000
GEMS - GIRLS EDUCATIONAL AND MENTORING SERVICES INC$10,000
LAST CHANCE FOR ANIMALS$10,000
AGAPE INTERNATIONAL MISSIONS$10,000
SHELDRICK WILDLIFE TRUST$10,000
SEMPER FI FUND$10,000
FOOTSTEPS INC$10,000
HADASSAH THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA INC$10,000
RECIPROCITY FOUNDATION$10,000
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:

Your human-services grants (FY19–20, $57k) land where the poverty rate runs at 15%, against an area that typically sits at 10%. 89% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 10%INWARD BOUND MINDFULNESS EDUCATION INC: $6k → 8%COVENANT HOUSE: $1k → 17%CENTER FOR SAFTEY & CHANGE INC: $20k → 14%CHARITY WATER: $10k → 17%RECIPROCITY FOUNDATION: $10k → 17%RECIPROCITY FOUNDATION: $10k → 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.

Which US states your grants reach

ME
NY
MA
CA
CO
VA
MD
AZ
DC
GA

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.

50%of every dollar goes to organizations you’ve funded before.
$310k · 9 repeat orgs$307k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +49% since the first grant, against +45% for the ones you funded once.

9 repeat relationships — 9 still active in FY2019, 0 since wound down; 22 grantees were first funded in FY2019 (too recent to call). Read against FY2019, 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

9
22

Total granted

$310k
$307k

Median revenue growth · since first grant

+49%
+45%

Still filing today

89%
86%

New vs renewed · share of each year

In FY2020, 45% of grant dollars renewed an existing relationship; $255k went to new ones.

50%100%’19’20
RenewedFirst-time

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

’19’20
Human ServicesHealthAnimalsEducationEnvironmentInternationalOther

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

  • AC
    Acadia Center
    2× · 2019–2020 · $50k · revenue +101%
  • FI
    FOOTSTEPS INC
    2× · 2019–2020 · $40k · revenue +49%
  • TG
    THE GENTLE BARN FOUNDATION
    2× · 2019–2020 · $20k · revenue +13%

Funded once

  • PD
    Prison Dharma Network Inc
    one grant, 2020 · $40k · revenue -10%
  • CD
    CHALLENGE DAY FUND
    one grant, 2020 · $30k · revenue -91%
  • HL
    HOLISTIC LIFE FOUNDATION INC
    one grant, 2020 · $26k · revenue +6%

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
Center for International Environmental Law Inc

To investigate, research, write, publish, present conferences and teach with respect to global, regional, transboundary, and comparative environmental issues and to make the findings from such activities available to the general public; to…

International
2
Conservation International Foundation

Ci works to spotlight and secure the critical benefits that nature provides to humanity.

Environment
3
MRIGlobal

To improve the lives of people through innovative scientific and engineering research.

Science & Tech
4
Actionaid Usa

Actionaid is an international network building a just, equitable, and sustainable world in solidarity with communities on the frontlines of poverty and injustice. actionaid usa is the u.s. branch of actionaid international, which works in…

Social Science
5
Pathfinder International

Pathfinder expands access to sexual and reproductive health services, opening the door to opportunities for women and all individuals to thrive-economically, educationally, and civically. driven by our country-led leadership and local…

International
6
Rainforest Foundation Inc

The purpose of rainforest foundation us is to support indigenous peoples and forest communities in their efforts to secure their lands, protect their environment, and uphold their rights.

Environment
7
Shield of Faith Missions

Sof is called to empower warriors to find purpose, be resilient, and live well. we develop and provide customized treatment plans for veterans through our national network of partners.

Religion
8
Global Forest Generation

Global Forest Generation restores and protects forest ecosystems in partnership with grassroots leaders and local communities across vast landscapes which play a critical role in preserving water, protecting biodiversity, storing carbon,…

Environment
9
International Biomedical Research Alliance

Our mission is to invest in and accelerate the development of the most promising future leaders in biomedical research with global impact.

Health
10
Asociacion Interamericana Para La Defensa Del Ambiente

To strenghten people's ability to guarantee their individual and collective right to a healthy environment, via the development, implementation, and effective enforcement of national and international law.

Crime & Legal
11
International Aids Vaccine Initiative Inc

A nonprofit scientific research organization that develops vaccines and antibodies for hiv, tuberculosis, and emerging infectious diseases.

International
12
Friends of the Earth

Friends of the earth strives for a more healthy and just world by defendng the environment and human health while advancing social and economic justice by conducting research and education, transforming the economy so it protects the…

Environment

For reference, the grantee most central to the portfolio’s shape is Children's Health Defense and the most unlike its peers is Last Chance for Animals. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

← shrinkinggrowing →↓ leaning in → pulling backsteadyChild and Family ServicesSubstance Abuse TreatmentVeteran Support ServicesPregnancy Support ServicesCancer Support OrganizationsDomestic Violence Crisis Se…Christian Missionary Organi…Education Equity LeadershipSouth Asian Cultural and Sp…Environmental Advocacy Orga…Land Conservation Organizat…Animal Rescue and AdoptionJewish Community Federations
the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side
Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 25 years old; the field is 17. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number20%0%<5yr14%0%5–10yr20%23%10–20yr19%46%20–35yr14%31%35–55yr14%0%55yr+
THE FIELDby orgYOUR MONEYby value20%0%<5yr14%0%5–10yr20%2%10–20yr19%5%20–35yr14%93%35–55yr14%0%55yr+

The field is 20% 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%0/29
the rest of the field
11%
4,714/42,329

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

29 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. 29 of the 33 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)
8
Early backer (in before they grew)
29/29
Grantees still filing
23/29
Grew since you first funded

Where your money sits — by cause, then by grantee

FIDELITY INVESTMENTS CHARITABLE GIFT FUND — $4,761,331 · Community ImprovementFIDELITY INVESTMENTS CHARITABLE GIFT FUNDLast Chance for Animals — $50,000 · AnimalsTHE GENTLE BARN FOUNDATION — $20,000 · AnimalsANIMAL LEGAL DEFENSE FUND INC — $20,000 · AnimalsWILDAID INC — $20,000 · AnimalsYAFFED INC — $70,000 · EducationCHALLENGE DAY FUND — $30,000 · EducationMINDFULNESS FIRST — $6,000 · EducationFOOTSTEPS INC — $40,000 · Human ServicesThe Reciprocity Foundation — $20,000 · Human ServicesCENTER FOR SAFETY & CHANGE INC — $20,000 · Human ServicesCHARITY GLOBAL INC — $10,000 · Human ServicesINWARD BOUND MINDFULNESS EDUCATION INC — $6,000 · Human Services+1 more — $1,000 · Human ServicesAcadia Center — $50,000 · EnvironmentAMERICAN RIVERS INC — $20,000 · EnvironmentCHILDREN'S HEALTH DEFENSE — $12,000 · EnvironmentGLOBAL GREENGRANTS FUND — $10,000 · EnvironmentGIRLS EDUCATIONAL AND MENTORING SERVICES INC — $10,000 · HealthTHE BRIEN CENTER FOR MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES — $10,000 · HealthBERKSHIRE NURSING FAMILIES INC — $10,000 · HealthSEMPER FI & AMERICA'S FUND — $10,000 · HealthVOLUNTEERS IN MEDICINE-BERKSHIRES INC — $10,000 · HealthCLL Society — $10,000 · HealthAgape International Missions — $20,000 · OtherSHELDRICK WILDLIFE TRUST — $20,000 · OtherHADASSAH THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA INC — $10,000 · OtherPrison Dharma Network Inc — $40,000 · OtherFRIENDS OF THE ISRAEL DEFENSE FORCES — $20,000 · OtherRAINFOREST TRUST — $20,000 · OtherHOLISTIC LIFE FOUNDATION INC — $26,000 · Other+2 more — $6,000 · Other
Community Improvement$4,761,331Animals$110,000Education$106,000Human Services$97,000Environment$92,000Health$60,000Other$162,000

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 budgetFIDELITY INVESTMENTS CHARITABLE GIFT FUND — $4,761,331 over 5y, 0.0% of budgetYAFFED INC — $70,000 over 2y, 6.0% of budgetAcadia Center — $50,000 over 2y, 1.7% of budgetLast Chance for Animals — $50,000 over 2y, 1.6% of budgetPrison Dharma Network Inc — $40,000 over 1y, 4.8% of budgetFOOTSTEPS INC — $40,000 over 2y, 0.9% of budgetCHALLENGE DAY FUND — $30,000 over 1y, 1.4% of budgetHOLISTIC LIFE FOUNDATION INC — $26,000 over 1y, 1.5% of budgetTHE GENTLE BARN FOUNDATION — $20,000 over 2y, 0.4% of budgetThe Reciprocity Foundation — $20,000 over 2y, 6.0% of budgetAgape International Missions — $20,000 over 2y, 0.1% of budgetCENTER FOR SAFETY & CHANGE INC — $20,000 over 1y, 0.4% of budgetAMERICAN RIVERS INC — $20,000 over 1y, 0.1% of budgetFRIENDS OF THE ISRAEL DEFENSE FORCES — $20,000 over 2y, 0.0% of budgetWILDAID INC — $20,000 over 1y, 0.2% of budgetRAINFOREST TRUST — $20,000 over 1y, 0.1% of budgetCHILDREN'S HEALTH DEFENSE — $12,000 over 1y, 0.2% of budgetGIRLS EDUCATIONAL AND MENTORING SERVICES INC — $10,000 over 1y, 0.3% of budgetGLOBAL GREENGRANTS FUND — $10,000 over 1y, 0.1% of budgetTHE BRIEN CENTER FOR MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES — $10,000 over 1y, 0.0% of budgetCHARITY GLOBAL INC — $10,000 over 1y, 0.0% of budgetBERKSHIRE NURSING FAMILIES INC — $10,000 over 1y, 5.7% of budgetSEMPER FI & AMERICA'S FUND — $10,000 over 1y, 0.0% of budgetVOLUNTEERS IN MEDICINE-BERKSHIRES INC — $10,000 over 1y, 0.7% of budgetCLL Society — $10,000 over 1y, 0.7% of budgetINWARD BOUND MINDFULNESS EDUCATION INC — $6,000 over 1y, 0.4% of budgetMINDFULNESS FIRST — $6,000 over 1y, 9.2% of budgetCOVENANT HOUSE — $1,000 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.

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 tightly interlocked camp — most of these funders back each other's grantees too.

The Ford FoundationNY14.4× affinity5 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Ford Foundation · Network for Good · Jpmorgan Chase Foundation · National Philanthropic Trust · The Pfizer Foundation Inc · Paypal Charitable Giving Fund · Vanguard Charitable Endowment Program · Morgan Stanley Global Impact Funding Trust Inc · American Online Giving Foundation Inc · The Bank of America Charitable Foundation Inc · Fidelity Investments Charitable Gift Fund · Donor Advised Charitable Giving Inc

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 Joshua Rosenthal 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, a single department, or state — and drag the year to watch it move.

2024
202122232425
no gov · 40%1%3%6%10%your share of their income ↑0%23%45%68%90%share of the org’s income from governmentmedian 10%
  • Volunteers in Medicine-Berkshires Inc10% of income from government
  • Holistic Life Foundation Inc0% of income from government
no gov moneyreceives it· size = income
4get 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 · 0–90%
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 Joshua Rosenthal Charitable Trust?

Find your warmest path to Joshua Rosenthal 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 33 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 2019, released 2019. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

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