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Virginia · Public charity

Locus Impact Investing

To empower place-focused institutions to invest their capital locally to build more prosperous, vibrant communities.

$55k
Granted FY2022
1
Itemized grants FY2022
1
Organizations funded FY2022
0%
First-time grantees FY2022
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Itemized, FY2022
$35k
The rest is grants the schedule does not break out
Median grant, FY2022
$35,000
Largest grant, FY2022
$35,000
Organizations funded a year
1 to 3
FY2020 to FY2022
States reached, FY2022
1

How open it is to new grantees

In FY2022, 0% of the organizations Locus Impact Investing funded were first-time grantees, receiving 0% of its grant dollars.

New vs renewed · share of each year

In FY2022, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’21’22
RenewedFirst-time

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

’21’22
EnvironmentCommunity Improvement
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.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY20221$35k0%
FY20213$215k100%
FY20201$55kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2022.

Environment$225kCommunity Improvement$80k

Top grantees

Largest recipients by total granted, FY2020 to FY2022, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Invest Appalachia Inc$110,000212%
West Virginia Community Development Hub Inc$80,000110%
Appalachian Voices$60,00012%
Partner Community Capital Inc$55,00011%

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.

Cassiopeia Foundation IncVA13.6× affinity4 shared granteesties to 1 of 1Hover any node to trace its alignments.Compare side by side →

Open a dossier: Cassiopeia Foundation Inc · Rockefeller Philanthropy Advisors Inc

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.

Compare Locus Impact Investing with peer funders

About Locus Impact Investing

How much does Locus Impact Investing give?
Locus Impact Investing reported 1 itemized grants totaling $35,000, out of $55,050 in total grant expense reported on the return in its FY2022 IRS filing. It funded between 1 and 3 organizations a year over FY2020 to FY2022.
What does Locus Impact Investing fund?
By grant dollars over FY2020 to FY2022, its largest causes are Environment (74%), Community Improvement (26%).
Who are Locus Impact Investing's largest grantees?
By total granted over FY2020 to FY2022: Invest Appalachia Inc ($110k), West Virginia Community Development Hub Inc ($80k), Appalachian Voices ($60k).
Does Locus Impact Investing fund new organizations?
In FY2022, 0% of the organizations it funded were first-time grantees.
Which funders back the same organizations as Locus Impact Investing?
Its strongest co-funders, measured against what their size predicts, include Cassiopeia Foundation Inc, Rockefeller Philanthropy Advisors Inc.
Where is Locus Impact Investing based?
Locus Impact Investing is based in VA.

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 4 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 e-file return for fiscal year 2022, released 2022. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Possibly out of date. A more recent filing (FY2023) is on record and reports no grant expense, so the figures above are from FY2022, the most recent year this funder made grants.

Source object · view filing

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