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Libbie F Gerry Foundation National Advisors Trust Company at a glance

· Private foundation

Libbie F Gerry Foundation National Advisors Trust Company

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.

$103k
Granted FY2025still arriving
15
Grants FY2025still arriving
6
States reached
$24k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0175% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2025.

Education$271kHealth$163kFood & Nutrition$33kHuman Services$31kEmployment$10kYouth Development$4kEnvironment$4kHousing & Shelter$3kOther$0
02FY2025 · 15 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k10 grants · $36k
  • $10k–50k5 grants · $68k
$5,000
Median grant
6
States reached
$1.4M
Total assets
Largest grants
RecipientAmount
San Francisco Center for Psychoanalysis$24,000
REC Inc$13,000
Rise Scholars Incorporated$10,503
Individual grant recipient$10,000
Mike Rowe Works Foundation$10,000
Washington University$5,000
Georgetown University$5,000
Feeding America$5,000
Little Wishes$3,000
A Walk on Water$3,000
Marin Center for Independent Living$3,000
Leadership Enterprise for a Diverse America$3,000
Terry Reilly Health Services$3,000
Neurolab 360$3,000
Help A Mother Out$2,503
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 (FY19–25, $31k) land where the poverty rate runs at 10%, against an area that typically sits at 10%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 10%Help A Mother Out: $5k → 10%Help A Mother Out: $5k → 10%Help A Mother Out: $5k → 10%Help A Mother Out: $5k → 10%Help A Mother Out: $4k → 10%Help A Mother Out: $4k → 10%Help A Mother Out: $3k → 10%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

ID
IL
NY
MA
CA
MO
TN
DC
FL
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.

92%of every dollar goes to organizations it has funded before.
$655k · 16 repeat orgs$53k to everyone else

Grantees it renews have grown median revenue +57% since the first grant, against 0% for those funded once.

16 repeat relationships: 9 still active in FY2025, 7 since wound down; 6 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

16
7

Total granted

$655k
$24k

Median revenue growth · since first grant

+57%
0%

Still filing today

75%
57%

New vs renewed · share of each year

In FY2025, 72% of grant dollars renewed an existing relationship; $29k went to new ones.

50%100%’18’19’20’21’22’23’24’25
RenewedFirst-time

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

’18’19’20’21’22’23’24’25
EducationHealthHuman ServicesYouth DevelopmentFood & NutritionRecreation & SportsOther
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

  • AC
    AUCILLA CHRISTIAN ACADEMY INC
    7× · 2018–2024 · $95k · revenue +132%
  • SF
    San Francisco Center for Psychoanal
    4× · 2022–2025 · $60k · revenue +16%
  • RS
    RISE SCHOLARS INCORPORATED
    5× · 2021–2025 · $54k · revenue +392%

Funded once

  • IG
    Individual grant recipient
    one grant, 2019 · $10k
  • MF
    MEWATER FOUNDATION INCORPORATEDgraduated
    one grant, 2018 · $4k · revenue +539%
  • CF
    CENTER FOR CARBON REMOVAL
    one grant, 2024 · $4k · revenue -67%
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
University of Southern California

The central mission of the university of southern california is the development of human beings and society as a whole through the cultivation and enrichment of the human mind and spirit. the principal means by which our mission is…

Education
2
Southern California University of Health Sciences

The mission of southern california university of health sciences (scu) is to educate students as competent, caring and successful practitioners of integrative healthcare. the university is committed to providing excellence in academics,…

Education
3
California Institute of Integral Studies

Ciis is an institution of higher education that encourages an interdisciplinary approach to learning. over 1,700 students are enrolled in masters, doctoral, bachelor of arts completion programs, and certifications. ours is a mosaic of…

Education
4
University of Miami

See Form 990, Part I, Line 1, Description of Organization Mission.

Education
5
The Wright Institute

Graduate school of psychology.

—
6
Palo Alto University Inc

Advancing human understanding through education, research, and practice in behavioral science

Education
7
Massachusetts Institute of Technology

The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.

Education
8
Occidental College

See schedule othe mission of occidental college is to provide a gifted and diverse group of students with a total educational experience of the highest quality - one that prepares them for leadership in an increasingly complex,…

Education
9
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
10
Samuel Merritt University

Samuel merritt university educates students to become highly skilled and compassionate health care professionals who positively transform the experience of care in diverse communities.

Education
11
The Chicago School of Professional Psychology

The Chicago School educates the next generation of change-makers in innovative theory and culturally competent practice to strengthen the integrated health of individuals, organizations, and communities.

Education
12
University of the Pacific

To provide a superior, student-centered learning experience integrating liberal arts and professional education and preparing individuals for lasting achievement and responsible leadership in their careers and communities.

Education
How this is measured
The grantee most central to the portfolio’s shape is The College Preparatory School; the most unlike its peers is Feeding America. 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

23 grantees tracked through their own filings, 2017–2026.

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 2026, not grant rows in a single year, so this will not match the grant count on the cover. 23 of the 29 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.

0
Load-bearing (≥25% of a budget)
8
Early backer (in before they grew)
22/23
Grantees still filing
16/23
Grew since first funded

Where the money sits, by cause and then by grantee

AUCILLA CHRISTIAN ACADEMY INC: $95,479 · OtherAUCILLA CHRISTIAN ACADEMY INCREC Inc: $91,890 · OtherREC IncIndividual grant recipient: $70,000 · OtherIndividual grant recipientSan Francisco Center for Psychoanal: $60,000 · OtherSan Francisco Center for PsychoanalRISE SCHOLARS INCORPORATED: $53,821 · OtherRISE SCHOLARS INCORPORATEDMARIN CATHOLIC HIGH SCHOOL: $26,700 · OtherMARIN CATHOLIC HIGH SCHOOL+8 more: $40,689 · Other+8 moreESCUELA BILINGUE INTERNACIONAL: $40,500 · EducationESCUELA BILINGU…THE COLLEGE PREPARATORY SCHOOL: $35,939 · EducationTHE COLLEGE PRE…WASHINGTON UNIVERSITY: $5,000 · EducationGEORGETOWN UNIVERSITY: $5,000 · EducationTRUSTEES OF BOSTON COLLEGE: $4,500 · Education+2 more: $4,000 · EducationPSYCHOTHERAPY INSTITUTE: $51,250 · HealthPSYCHOTHERAP…COMMUNITY HEALTH CLINICS INC: $23,000 · HealthCOMMUNITY HE…NEUROLAB 360: $5,000 · HealthNEUROLAB 360HELP A MOTHER OUT: $30,753 · Human ServicesLITTLE WISHES: $3,000 · Human ServicesFeeding America: $33,259 · Food & NutritionA WALK ON WATER INC: $19,000 · Recreation & SportsMIKEROWEWORKS FOUNDATION: $10,000 · Philanthropy
Other$438,579Education$94,939Health$79,250Human Services$33,753Food & Nutrition$33,259Recreation & Sports$19,000Philanthropy$10,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetAUCILLA CHRISTIAN ACADEMY INC: $95,479 over 7y, 0.8% of budgetSan Francisco Center for Psychoanal: $60,000 over 4y, 2.2% of budgetRISE SCHOLARS INCORPORATED: $53,821 over 5y, 5.7% of budgetPSYCHOTHERAPY INSTITUTE: $51,250 over 7y, 1.8% of budgetESCUELA BILINGUE INTERNACIONAL: $40,500 over 3y, 0.1% of budgetTHE COLLEGE PREPARATORY SCHOOL: $35,939 over 5y, 0.0% of budgetFeeding America: $33,259 over 6y, 0.0% of budgetHELP A MOTHER OUT: $30,753 over 7y, 0.2% of budgetCOMMUNITY HEALTH CLINICS INC: $23,000 over 2y, 0.1% of budgetA WALK ON WATER INC: $19,000 over 6y, 1.0% of budgetNEUROLAB 360: $5,000 over 2y, 0.2% of budgetWASHINGTON UNIVERSITY: $5,000 over 1y, 0.0% of budgetGEORGETOWN UNIVERSITY: $5,000 over 1y, 0.0% of budgetTRUSTEES OF BOSTON COLLEGE: $4,500 over 2y, 0.0% of budgetCENTER FOR CARBON REMOVAL: $3,789 over 1y, 0.0% of budgetMARIN CENTER FOR INDENPENDENT LIVING: $3,000 over 1y, 0.1% of budgetAIM HIGH FOR HIGH SCHOOL: $1,000 over 1y, 0.0% of budgetOKIZU FOUNDATION: $1,000 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.

Jewish Community Fede…The San Francisco Fou…Marin Community Found…East Bay Community Fo…Silicon Valley Commun…Morgan Stanley Global…National Philanthropi…The Bank of America C…The Blackbaud Giving …Donor Advised Charita…American Online Givin…American Endowment Fo…
Jewish Community Federation of San Francisco the Peninsula Marin & SonomaCA16.9× affinity6 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Jewish Community Federation of San Francisco the Peninsula Marin & Sonoma · The San Francisco Foundation · Marin Community Foundation · East Bay Community Foundation · Silicon Valley Community Foundation · Morgan Stanley Global Impact Funding Trust Inc · National Philanthropic Trust · The Bank of America Charitable Foundation Inc · The Blackbaud Giving Fund · Donor Advised Charitable Giving Inc · American Online Giving Foundation Inc · American Endowment Foundation

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 Libbie F Gerry Foundation National Advisors Trust Company funds: left to right is the share of its income from government, bottom to top the share from Libbie F Gerry Foundation National Advisors Trust Company. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%1%3%6%10%funder's share of their income ↑0%10%20%30%40%share of the org’s income from government →median 3%
  • Trustees of Boston College: 3% of income from government
no gov moneyreceives it· size = income
1get 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 · 0–40%
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.

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 29 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 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home