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· Private foundation

Kelly Family Foundation

Its FY2023 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$3k
Granted FY2023
1
Grants FY2023
1
States reached
$3k
Largest
01What you fund
01100% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20172023.

Education$1.1MHealth$425k
02FY2023 · 1 grant

Where the money goes

Your grants by size, and where they go.

$2,500
Median grant
1
States reached
$8k
Total assets
Largest grants
RecipientAmount
SONOMA COUNTRY DAY SCHOOL$2,500
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 (FY17–23) land where the poverty rate runs at 21%, against an area that typically sits at 13%. 96% of your dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 13%VILLANOVA UNIVERSITY: $2k → 10%TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $268k → 22%SPRING HILL SCHOOL: $2k → 8%OAK GROVE EDUCATION PARTNERS: $2k → 9%ALBANY UNIFIED SCHOOL DISTRICT: $2k → 10%LAURI STRAUSS LEUKEMIA FOUNDATION: $3k → 17%FRIENDS OF THE UNIVERSITY OF AUKLAND: $25k → 14%GENE SPOTLIGHT: $10k → 15%KINGSWOOD OXFORD SCHOOL: $2k → 11%CHOATE ROSEMARY HALL FOUNDATION: $10k → 12%HATHAWAY BROWN ANNUAL FUND: $5k → 17%VILLANOVA UNIVERSITY: $2k → 10%TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $268k → 22%SONOMA COUNTRY DAY SCHOOL: $3k → 9%ALBANY UNIFIED SCHOOL DISTRICT: $2k → 10%LAURI STRAUSS LEUKEMIA FOUNDATION: $3k → 17%GENE SPOTLIGHT: $10k → 15%KINGSWOOD OXFORD SCHOOL: $2k → 11%CHOATE ROSEMARY HALL FOUNDATION: $10k → 12%HATHAWAY BROWN ANNUAL FUND: $5k → 17%TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $268k → 22%SONOMA COUNTRY DAY SCHOOL: $1k → 9%ORPHAN DISEASE PATHWAY PROJECT: $5k → 17%GENE SPOTLIGHT: $10k → 15%CHOATE ROSEMARY HALL FOUNDATION: $5k → 12%HATHAWAY BROWN ANNUAL FUND: $5k → 17%TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $208k → 22%ORPHAN DISEASE PATHWAY PROJECT: $5k → 17%ORPHAN DISEASE PATHWAY PROJECT: $5k → 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.

94%of every dollar goes to organizations you’ve funded before.
$481k · 10 repeat orgs$29k to everyone else

10 repeat relationships — 1 still active in FY2023, 9 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

10
3

Total granted

$481k
$29k

Median revenue growth · since first grant

+21%
+50%

Still filing today

60%
67%

New vs renewed · share of each year

In FY2023, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

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

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

’17’18’19’20’22’23
EducationHealthPhilanthropyOther

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

  • CR
    CHOATE ROSEMARY HALL FOUNDATION INCORPORATED
    3× · 2017–2019 · $25k · revenue +3%
  • VU
    VILLANOVA UNIVERSITY
    2× · 2017–2018 · $4k · revenue +50%
  • KO
    KINGSWOOD OXFORD SCHOOL INC
    2× · 2017–2018 · $4k · revenue +32%

Funded once

  • FO
    FRIENDS OF THE UNIVERSITY OF AUKLAND
    one grant, 2017 · $25k
  • OG
    Oak Grove Education Partners
    one grant, 2018 · $2k · revenue -34%
  • TS
    THE SPRING HILL SCHOOLgraduated
    one grant, 2017 · $2k · revenue +50%

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
Saint Ann's School

Saint ann's exists to nurture the wonder of children. unfettered by grades, teachers and students embark on journeys of discovery in which the arts are central. through an ambitious curriculum and a culture of inquiry, we question the…

Education
2
School One

Creative, collaborative, and college preparatory, school one students write with purpose and participate actively. each student is well-known and valued for their emerging strengths. small by design for 50 years, classes average nine…

Education
3
The Oakridge School

To inspire students to seek their full potential in academics, the arts, and athletics in a challenging and nurturing environment that cultivates social responsibility, mutual respect, and personal integrity.

Education
4
Spring Hill - the Advanced Elementary School of Santa Cruz

Spring hill is a private school where the talents of bright and gifted children are recognized, nurtured, and developed to their full potential. the school's accelerated and enriched curriculum supports academic success and encourages a…

Education
5
Hillsdale College

Hillsdale college is a private liberal arts college with approximately 1,500 students. founded in 1844, the college remains, in the words of its articles of association, "grateful to god for the inestimable blessings resulting from the…

Education
6
St John's School

See Schedule OSt. John's School is an independent, co-educational day school presenting a 13-year sequence of college preparatory training. A non-profit institution, it was founded in 1946 to provide the community with a school of exacting…

7
Mark Day School

Innovative and full of heart, mark day school nurtures each child to pursue their curiosity, think critically, embrace challenge with courage and joy, and work in partnership with others to build more caring and inclusive communities.

8
Darrow School

Darrow school is dedicated to serving students with diverse backgrounds and abilities, building on each student's talents and interests to inspire enduring confidence for success in college and life. this mission is accomplished through…

Education
9
Pembroke Hill School

A preschool through 12th grade, private, college preparatory school. the school's mission statement is "together, cultivating the best in each for the benefit of all."

Education
10
Princeton International School of Mathematics and Science Inc

The purpose of the school is to promote, advance and sponsor charitable and educational activities.

Education
11
The Peak School

The peak school seeks to ignite a passion for learning, to develop students of diverse talents and backgrounds who think critically and act with integrity, and to graduate compassionate, confident, capable students who will embrace their…

Education
12
The Oakwood School Inc

The Oakwood School seeks to instill in its students the strength of character, the creativity, and the wisdom to make a difference in the world.

Education

For reference, the grantee most central to the portfolio’s shape is Kingswood Oxford School Inc and the most unlike its peers is Lauri Strauss Leukemia Foundation Inc. 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

9 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. 9 of the 14 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)
1
Early backer (in before they grew)
9/9
Grantees still filing
6/9
Grew since you first funded

Where your money sits — by cause, then by grantee

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA — $1,010,000 · EducationTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA+6 more — $40,500 · EducationYALE CANCER CENTER — $375,000 · OtherYALE CANCER CENTERFRIENDS OF THE UNIVERSITY OF AUKLAND — $25,000 · OtherFRIENDS OF THE UNIVERSITY OF AUK…ORPHAN DISEASE PATHWAY PROJECT — $15,000 · OtherHATHAWAY BROWN ANNUAL FUND — $15,000 · Other+1 more — $4,000 · OtherGENE SPOTLIGHT INC — $30,000 · PhilanthropyLAURI STRAUSS LEUKEMIA FOUNDATION INC — $5,000 · Health
Education$1,050,500Other$434,000Philanthropy$30,000Health$5,000

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 budgetTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA — $1,010,000 over 4y, 0.0% of budgetGENE SPOTLIGHT INC — $30,000 over 3y, 3.0% of budgetCHOATE ROSEMARY HALL FOUNDATION INCORPORATED — $25,000 over 3y, 0.0% of budgetLAURI STRAUSS LEUKEMIA FOUNDATION INC — $5,000 over 2y, 2.4% of budgetVILLANOVA UNIVERSITY — $4,000 over 2y, 0.0% of budgetKINGSWOOD OXFORD SCHOOL INC — $4,000 over 2y, 0.0% of budgetSONOMA COUNTRY DAY SCHOOL — $3,500 over 2y, 0.0% of budgetOak Grove Education Partners — $2,000 over 1y, 1.4% of budgetTHE SPRING HILL SCHOOL — $2,000 over 1y, 0.1% 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.

Fidelity Investments Charitable Gift FundMA4.7× affinity4 shared granteesties to 1 of 1Hover any node to trace its alignments.Compare side by side →

Open a dossier: Fidelity Investments Charitable Gift Fund · 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 Kelly Family Foundation 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 · 10%0%1%3%5%your share of their income ↑0%3%5%8%10%share of the org’s income from governmentmedian 0%
  • Kingswood Oxford School Inc0% of income from government
  • Choate Rosemary Hall Foundation Incorporated0% of income from government
no gov moneyreceives it· size = income
1get no government money at all
0rely on government for over half their income
⤢ axis zoomed · 0–10%
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.

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 14 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 2023, released 2023. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

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