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· Private foundation

Lahey 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.

$15k
Granted FY2023
13
Grants FY2023
6
States reached
$3k
Largest

Read this first · the figures below need context

100% of Lahey Foundation’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 FY2023, the last year Lahey Foundation named its own grantees at scale: 6 organizations, $15k. It is dated, not current.

Organizations named directly on the return

10
20
7
21
6
22
6
23
0
24

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

01What you fund
0191% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20202024.

Philanthropy$307kReligion$16kEducation$15kArts & Culture$13kScience & Tech$5kHealth$2kRecreation & Sports$2kAnimals$2kOther$0
02FY2023 · 13 grants

Where the money goes

Your grants by size, and where they go.

$1,000
Median grant
6
States reached
$0
Total assets
Largest grants
RecipientAmount
Artis-Naples$2,500
HCNY Foundation$2,500
First Presbyterian Church$2,000
Chapel of the Good Shepherd Foundation$1,500
Loyola University$1,000
The Sherwood Oaks Fund$1,000
Advocates for Balance at Chautauqua$1,000
Harvard Club Foundation$1,000
Hillsdale College$1,000
Glen View Club Scholarship Fd$700
Fun Time Academy$500
Friends of Sulgrave Manor$200
Habitat for Humanity$100
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 (FY20–23) land where the poverty rate runs at 13%, against an area that typically sits at 11%. 56% of your dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 11%The Sherwood Oaks Fund: $1k → 9%Northhamption Historic: $500 → 11%Boy Scouts: $500 → 12%Episcopal Chappel Foundation: $500 → 17%Westfield Hospital Fd: $500 → 18%Golden Paws: $500 → 10%Hillsdale College: $2k → 14%University of Illinois: $500 → 19%Boy Scouts: $500 → 12%Westfield Hospital: $500 → 18%Golden Paws: $500 → 10%Hillsdale College: $1k → 14%Golden Paws: $500 → 10%Hillsdale College: $1k → 14%Loyola University: $1k → 14%HCNY Foundation: $3k → 17%Westfield Hospital Fd: $500 → 18%Hillsdale College: $1k → 14%Harvard Club Foundation: $1k → 17%Chapel of Good Shepherd: $2k → 18%Artis-Naples: $3k → 10%Loyola University: $1k → 14%Chapel of the Good Shepherd Foundation: $2k → 18%Artis-Naples: $3k → 10%Loyola University: $1k → 14%ABC at Chautauqua: $2k → 18%ArtisNaples: $3k → 10%Loyola Univ: $1k → 14%ABC at Chautauqua: $1k → 18%Artis-Naples: $3k → 10%Foundation of Fortnightly: $500 → 14%Advocates for Balance at Chautauqua: $1k → 18%Fortnightly Foundation: $500 → 14%Chapel of Good Shepherd: $1k → 18%Fortnightly Foundation: $500 → 14%abc at chautauqua: $1k → 18%Glen View Club Fd: $700 → 14%Episcopal Chapel Foundation: $500 → 18%Glen View Club Fd: $700 → 14%Glen View Club Scholarship Fd: $700 → 14%1st Presbyterian Church: $4k → 10%Glen View Foundation: $700 → 14%1st Presbyterian Church: $2k → 10%First Presbyterian Church: $2k → 10%st Presbyterian of Naples: $2k → 10%Fund Time Academy: $500 → 10%Fun Time Academy: $500 → 10%Fun Time Academy: $500 → 10%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

IL
MI
NY
MA
OH
PA
VA
FL

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.

69%of every dollar goes to organizations you’ve funded before.
$39k · 20 repeat orgs$18k to everyone else

20 repeat relationships — 5 still active in FY2023, 15 since wound down; 7 grantees were first funded in FY2023 (too recent to call). Read against FY2023, 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

20
29

Total granted

$39k
$9k

Median revenue growth · since first grant

+65%
+95%

Still filing today

30%
21%

New vs renewed · share of each year

In FY2023, 36% of grant dollars renewed an existing relationship; $9k went to new ones.

50%100%’20’21’22’23
RenewedFirst-time

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

’20’21’22’23
Arts & CultureEducationEnvironmentHousing & ShelterRecreation & SportsHealthOther

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

  • AI
    ARTIS-NAPLES INC
    4× · 2020–2023 · $10k · revenue +14%
  • LU
    LOYOLA UNIVERSITY OF CHICAGO
    4× · 2020–2023 · $4k · revenue +23%
  • GV
    GLEN VIEW CLUB
    2× · 2021–2022 · $1k · revenue +65%

Funded once

  • SP
    st Presbyterian of Naples
    one grant, 2020 · $2k
  • GV
    Glen View Foundation
    one grant, 2020 · $700
  • NY
    Naples Yacht Club Foundatio
    one grant, 2020 · $500

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
Lehigh University

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…

Education
2
Wilson College

Wilson college empowers students to be confident and critical thinkers, creative visionaries, effective communicators, honorable leaders, and agents of justice.

Education
3
Williams College

Williams College strives to achieve educational excellence by fostering a community of learning in collaboration with students, faculty, staff, devoted alumni and parents.

Education
4
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
5
Manhattan University

Manhattan university is an independent catholic instituion of higher learning that embraces qualified men and women of all faiths, cultures, and traditions. the mission of manhattan university is to provide a contemporary, person-centered…

Education
6
Wellesley College

To provide an excellent liberal arts education for women who will make a difference in the world.

Education
7
Sarah Lawrence College

At sarah lawrence college, our mission is to graduate citizens of the world who are diverse in every definition of the word, who take intellectual and creative risks, and who are able to focus exceptional intellectual discipline (continued…

Education
8
Augustana College

Rooted in the liberal arts & sciences & lutheran expression of the christian faith, & is committed to offering a challenging education that develops qualities of mind, spirit, & body necessary for a rewarding life of leadership & service…

Education
9
Houghton University

Houghton university provides an academically challenging, christ-centered education in the liberal arts and sciences to students from diverse traditions and economic backgrounds and equips them to lead and labor as scholar-servants in a…

Education
10
President and Trustees of Bates College

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…

Education
11
Randolph College Inc

See detailed description of organization's primary mission provided on schedule o

Education
12
Muhlenberg College

Muhlenberg aims to help students become independent thinkers who are intellectually agile, characterized by a zest for reasoned and civil debate, knowledgeable about the achievements and traditions of diverse civilizations and cultures,…

Education

For reference, the grantee most central to the portfolio’s shape is Chautauqua Institution and the most unlike its peers is Randolph Community Cupboard. 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 42 years old; the field is 19. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number18%0%<5yr12%5%5–10yr21%10%10–20yr14%20%20–35yr16%30%35–55yr20%35%55yr+
THE FIELDby orgYOUR MONEYby value18%0%<5yr12%0%5–10yr21%2%10–20yr14%1%20–35yr16%94%35–55yr20%4%55yr+

The field is 18% 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%
8,037/74,286

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

19 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. 19 of the 59 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)
19/19
Grantees still filing
17/19
Grew since you first funded

Where your money sits — by cause, then by grantee

FIDELITY INVESTMENTS CHARITABLE GIFT FUND — $302,522 · Community ImprovementFIDELITY INVESTMENTS CHARITABLE GIFT FUND1st Presbyterian Church — $6,000 · Other1st Presbyt…Individual grant recipient — $3,500 · OtherIndividual …Chapel of Good Shepherd — $3,000 · OtherChapel of G…HCNY Foundation — $2,500 · OtherHCNY Founda…st Presbyterian of Naples — $2,000 · OtherFirst Presbyterian Church — $2,000 · OtherIndividual grant recipient — $1,500 · OtherHarvard Club Foundation — $1,400 · OtherGLEN VIEW CLUB — $1,400 · Other+38 more — $15,550 · Other+38 moreHILLSDALE COLLEGE — $5,000 · EducationPresident and Fellows of Harvard College — $5,000 · EducationLOYOLA UNIVERSITY OF CHICAGO — $4,000 · Education+1 more — $100 · EducationARTIS-NAPLES INC — $10,000 · Arts & CultureAdvocates For Balance At Chautauqua Inc — $1,000 · Arts & Culture+1 more — $300 · Arts & CultureTHE CHAPEL OF THE GOOD SHEPARD FOUNDATION INC — $1,500 · ReligionCHAUTAUQUA LAKE ASSOCIATION INC — $900 · EnvironmentNAPLES BOTANICAL GARDEN INC — $400 · EnvironmentST MATTHEWS HOUSE INC — $100 · Housing & Shelter
Community Improvement$302,522Other$38,850Education$14,100Arts & Culture$11,300Religion$1,500Environment$1,300Housing & Shelter$100

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

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetFIDELITY INVESTMENTS CHARITABLE GIFT FUND — $302,522 over 1y, 0.0% of budgetARTIS-NAPLES INC — $10,000 over 4y, 0.0% of budgetHILLSDALE COLLEGE — $5,000 over 4y, 0.0% of budgetPresident and Fellows of Harvard College — $5,000 over 1y, 0.0% of budgetLOYOLA UNIVERSITY OF CHICAGO — $4,000 over 4y, 0.0% of budgetTHE CHAPEL OF THE GOOD SHEPARD FOUNDATION INC — $1,500 over 1y, 7.0% of budgetGLEN VIEW CLUB — $1,400 over 2y, 0.0% of budgetTHE SHERWOOD OAKS FUND — $1,000 over 1y, 0.3% of budgetAdvocates For Balance At Chautauqua Inc — $1,000 over 1y, 0.6% of budgetCHAUTAUQUA LAKE ASSOCIATION INC — $900 over 3y, 0.1% of budgetNAPLES BOTANICAL GARDEN INC — $400 over 2y, 0.0% of budgetCHAUTAUQUA INSTITUTION — $300 over 3y, 0.0% of budgetFRIENDS OF SULGRAVE MANOR — $200 over 1y, 0.1% of budgetST MATTHEWS HOUSE INC — $100 over 1y, 0.0% of budgetNorthwestern University — $100 over 1y, 0.0% of budgetAMYOTROPHIC LATERAL SCLEROSIS ASSN — $100 over 1y, 0.0% of budgetHOBART AND WILLIAM SMITH COLLEGES — $100 over 1y, 0.0% of budgetCHAUTAUQUA WOMEN'S CLUB INC — $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 FIDELITY INVESTMENTS CHARITABLE GIFT FUND
  • Who funds ARTIS-NAPLES INC
  • Who funds HILLSDALE COLLEGE
  • Who funds President and Fellows of Harvard College
  • Who funds LOYOLA UNIVERSITY OF CHICAGO
  • Who funds THE CHAPEL OF THE GOOD SHEPARD FOUNDATION INC
  • Who funds GLEN VIEW CLUB
  • Who funds THE SHERWOOD OAKS FUND
  • Who funds Advocates For Balance At Chautauqua Inc
  • Who funds CHAUTAUQUA LAKE ASSOCIATION INC
  • Who funds NAPLES BOTANICAL GARDEN INC
  • Who funds CHAUTAUQUA INSTITUTION
  • Who funds FRIENDS OF SULGRAVE MANOR

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.

Donor Advised Charitable Giving IncCO4.6× affinity4 shared granteesties to 1 of 1Hover any node to trace its alignments.Compare side by side →

Open a dossier: Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund

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 Lahey 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%1%3%6%10%your share of their income ↑0%5%10%15%20%share of the org’s income from governmentmedian 7%
  • President and Fellows of Harvard College7% of income from government
  • Naples Botanical Garden Inc3% of income from government
no gov moneyreceives it· size = income
1get no government money at all
4report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–20%
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 59 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

More from the funding graph