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M Holt Massey Charitable Trust at a glance

· Private foundation

M Holt Massey Charitable Trust

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.

$108k
Granted FY2025still arriving
42
Grants FY2025still arriving
7
States reached
$25k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2021 to 2025.

Arts & Culture$291kEnvironment$93kEducation$57kPhilanthropy$45kPublic Benefit$44kAnimals$39kSocial Science$31kHealth$31kOther$0
02FY2025 · 42 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k39 grants · $57k
  • $10k–50k3 grants · $51k
$1,000
Median grant
7
States reached
$1.4M
Total assets
Largest grants
RecipientAmount
NORMAN BIRD SANCTUARY$25,000
HISTORIC NEW ENGLAND$15,000
AMERICAN ENTERPRISE INSTITUTE$11,000
NATIONAL TRUST FOR SCOTLAND USA$7,450
PIONEER INSTITUTE$5,000
PIONEER PUBLIC INTEREST LAW CENTER$5,000
PEABODY ESSEX MUSEUM$5,000
FISCAL ALLIANCE FOUNDATION$5,000
AMERICAN ENTERPRISE INSTITUTE$5,000
REDWOOD LIBRARY AND ATHENAEUM$2,150
THE PRIORY IN THE USA OF THE ORDER OF ST JOHN$2,000
AQUIDNECK LAND TRUST$2,000
PRESERVATION SOCIETY OF NEWPORT COUNTY$1,400
DR MARTIN LUTHER KING JR COMMUNITY CENTER$1,000
FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION$1,000
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 (FY21–21, $6k) land where the poverty rate runs at 16%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%BOSTON'S BRIDGE TO EXCELLENCE: $1k → 16%CENTRAL BOSTON ELDER SERVICES: $5k → 16%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

ME
MN
IL
NY
MA
PA
RI
CA
VA
DC
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.

88%of every dollar goes to organizations it has funded before.
$593k · 48 repeat orgs$85k to everyone else

48 repeat relationships: 28 still active in FY2025, 20 since wound down; 13 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

48
24

Total granted

$593k
$74k

Median revenue growth · since first grant

+40%
+57%

Still filing today

73%
46%

New vs renewed · share of each year

In FY2025, 91% of grant dollars renewed an existing relationship; $10k went to new ones.

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

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

’21’22’23’24’25
Arts & CultureEducationRecreation & SportsCommunity ImprovementAnimalsHuman ServicesOther
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

  • TC
    THE COMPANY OF THE REDWOOD LIBRARY AND ATHENAEUM
    5× · 2021–2025 · $68k · revenue +37%
  • SF
    SOCIETY FOR THE PRESERVATION OF NEW ENGL
    4× · 2021–2025 · $67k · revenue +102%
  • THE NORMAN BIRD SANCTUARY TRUST
    3× · 2021–2025 · $35k · revenue +53%

Funded once

  • RL
    REDWOOD LIBRARY AND ATHENAEUM - ANNUAL FIND & CAPITAL CAMPAIGN
    one grant, 2024 · $20k
  • IG
    Individual grant recipient
    one grant, 2024 · $10k
  • MG
    MASSACHUSETTS GENERAL HOSPITAL
    one grant, 2022 · $10k
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
The Pierpont Morgan Library

The Morgan Library & Museum celebrates and shares the history and process of human creativity from antiquity to the present day through the preservation, study, and interpretation of a dynamic and growing collection.

Education
2
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
3
The Rhode Island Historical Society

The rhode island historical society, through its collections, museums, and educational initiatives, welcomes everyone to engage with rhode island's complex and significant past.

Arts & Culture
4
Montauk Historical Society

The purpose of the montauk historical society is to collect, restore, preserve and display historically significant buildings, objects and writings and to preserve and share the history and cultures of montauk and the east end for this and…

Arts & Culture
5
Uss Constitution Museum Inc

The uss constitution museum engages all ages in the story of "old ironsides" to spark excitement about maritime heritage, naval service, and the american experience.

Arts & Culture
6
Tudor Place Foundation Inc

Tudor place historic house & garden preserves the stories of six generations of descendants of martha washington and the enslaved and free people who lived and worked at this georgetown landmark for nearly two centuries. by examining their…

—
7
The House of the Seven Gables Settlement Association

Vision: to preserve, share and continue the american story mission: to be a welcoming, thriving, historic site and community resource that engages people of all backgrounds in our inclusive american story. values: - we value caroline…

—
8
The Thomas Jefferson Memorial Center At Coolidge Point Inc
Arts & Culture
9
Historic Boston Incorporated
—
10
The Brooklyn Institute of Arts and Sciences

The mission of the brooklyn institute of arts and sciences, d/b/a brooklyn museum (the "museum") is to bring people together through art and experiences that inspire celebration, compassion, courage, and the will to act. (see schedule o).

Arts & Culture
11
Proprietors Portsmouth Athenaeum

The portsmouth athenaeum is a membership library that welcomes all who seek knowledge to experience culture and share in the history of the piscataqua region so that together we may find meaning in the past to illuminate the present and…

Education
12
Rhode Island School of Design

The mission of rhode island school of design, through its college and museum,is to educate its students and the public in the creation and (see schedule o)appreciation of works of art and design, to discover and transmit knowledge and to…

Education
How this is measured
The grantee most central to the portfolio’s shape is The Preservation Society of Newport County; the most unlike its peers is Bella Mente Quantum Racing Association. 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

53 grantees tracked through their own filings, 2017–2025.

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 2025, not grant rows in a single year, so this will not match the grant count on the cover. 53 of the 85 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)
15
Early backer (in before they grew)
53/53
Grantees still filing
40/53
Grew since first funded

Where the money sits, by cause and then by grantee

THE COMPANY OF THE REDWOOD LIBRARY AND ATHENAEUM: $67,600 · OtherTHE COMPANY OF THE REDWOOD LIBRARY AND ATHENAEUMNATIONAL TRUST FOR SCOTLAND USA: $51,950 · OtherNATIONAL TRUST FOR SCOTLAND USANATIONAL TRUST FOR SCOTLAND - PATRON'S CLUB: $20,000 · OtherNATIONAL TRUST FOR SCOTLAND - PATRON'S CLUBREDWOOD LIBRARY AND ATHENAEUM - ANNUAL FIND & CAPITAL CAMPAIGN: $20,000 · OtherREDWOOD LIBRARY AND ATHENAEUM - ANNUAL FIND & CAPITAL CAMP…METROPOLITAN OPERA: $16,500 · OtherPIONEER PUBLIC INTEREST LAW CENTER: $15,000 · OtherHARVARD ART MUSEUMS - FELLOWS ANNUAL FUND: $15,000 · OtherTUFTS MEDICAL CENTER: $15,000 · OtherTHE PRIORY IN THE USA: $14,300 · Other+43 more: $113,200 · Other+43 moreSOCIETY FOR THE PRESERVATION OF NEW ENGL: $67,000 · Arts & CultureSOCIETY FOR THE PRESERVATI…MUSEUM OF FINE ARTS: $24,000 · Arts & CultureMUSEUM OF FINE ARTSPEABODY ESSEX MUSEUM INC: $15,000 · Arts & CulturePEABODY ESSEX MUSEUM INCTHE PRESERVATION SOCIETY OF NEWPORT COUNTY: $11,800 · Arts & CultureTHE PRESERVATION SOCIETY O…SEARS HOUSE ASSOCIATION INC: $11,000 · Arts & CultureSEARS HOUSE ASSOCIATION IN…ISABELLA STEWART GARDNER MUSEUM INC: $10,000 · Arts & CultureISABELLA STEWART GARDNER M…+13 more: $20,791 · Arts & Culture+13 morePIONEER INSTITUTE INC: $25,000 · EducationPIONEER IN…PRAGER UNIVERSITY FOUNDATION: $20,000 · EducationPRAGER UNI…The Charlemagne Institute: $3,500 · EducationThe Charle…PROPRIETORS OF THE BOSTON ATHENAEUM: $3,250 · EducationINSTITUTE FOR THE STUDY OF WAR INC: $3,000 · EducationNAVAL WAR COLLEGE FOUNDATION INC: $2,500 · Education+3 more: $3,750 · Education+3 moreTHE NORMAN BIRD SANCTUARY TRUST: $35,000 · AnimalsROBERT POTTER LEAGUE FOR ANIMALS INC: $4,000 · AnimalsAMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH: $30,000 · Social ScienceFISCAL ALLIANCE FOUNDATION INC: $25,000 · Crime & LegalAQUIDNECK ISLAND LAND TRUST: $14,000 · Environment
Other$348,550Arts & Culture$159,591Education$61,000Animals$39,000Social Science$30,000Crime & Legal$25,000Environment$14,000

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

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetTHE COMPANY OF THE REDWOOD LIBRARY AND ATHENAEUM: $67,600 over 5y, 0.9% of budgetSOCIETY FOR THE PRESERVATION OF NEW ENGL: $67,000 over 4y, 0.2% of budgetTHE NORMAN BIRD SANCTUARY TRUST: $35,000 over 3y, 1.3% of budgetAMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH: $30,000 over 3y, 0.0% of budgetPIONEER INSTITUTE INC: $25,000 over 3y, 0.4% of budgetFISCAL ALLIANCE FOUNDATION INC: $25,000 over 5y, 1.1% of budgetMUSEUM OF FINE ARTS: $24,000 over 4y, 0.0% of budgetPRAGER UNIVERSITY FOUNDATION: $20,000 over 4y, 0.0% of budgetPEABODY ESSEX MUSEUM INC: $15,000 over 3y, 0.0% of budgetAQUIDNECK ISLAND LAND TRUST: $14,000 over 4y, 0.1% of budgetTHE PRESERVATION SOCIETY OF NEWPORT COUNTY: $11,800 over 5y, 0.0% of budgetSEARS HOUSE ASSOCIATION INC: $11,000 over 2y, 4.2% of budgetISABELLA STEWART GARDNER MUSEUM INC: $10,000 over 2y, 0.0% of budgetMISSION HILL MAIN STREETS INC: $6,000 over 2y, 3.4% of budgetCENTRAL BOSTON ELDER SERVICES INC: $5,000 over 1y, 0.0% of budgetFOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSION INC: $5,000 over 5y, 0.0% of budgetPROVIDENCE PRESERVATION SOCIETY: $4,500 over 3y, 0.3% of budget152 COMMONWEALTH FOUNDATION INC: $4,250 over 5y, 0.6% of budgetROBERT POTTER LEAGUE FOR ANIMALS INC: $4,000 over 4y, 0.0% of budgetMARTIN LUTHER KING COMMUNITY CENTER INCORPORATED: $4,000 over 3y, 0.0% of budgetBEACON HILL CIVIC ASSOCIATION INC: $3,500 over 4y, 0.4% of budgetThe Charlemagne Institute: $3,500 over 5y, 0.2% of budgetEDITH WHARTON RESTORATION INC: $3,500 over 5y, 0.0% of budgetSIR JOHN SOANE'S MUSEUM FOUNDATION: $3,500 over 5y, 0.1% of budgetPROPRIETORS OF THE BOSTON ATHENAEUM: $3,250 over 4y, 0.0% of budgetINSTITUTE FOR THE STUDY OF WAR INC: $3,000 over 3y, 0.0% of budgetNAVAL WAR COLLEGE FOUNDATION INC: $2,500 over 4y, 0.0% of budgetNEW YORK YACHT CLUB FOUNDATION: $2,500 over 4y, 0.1% of budgetNEWPORT ART MUSEUM AND ART ASSOCIATION: $2,000 over 2y, 0.1% of budget29 BELLEVUE AVENUE FOUNDATION INC: $2,000 over 2y, 1.2% of budgetPRIORY IN THE USA OF THE MOST VENERABLE ORDER OF THE HOSP / ST JOHN OF JERUSALEM: $2,000 over 1y, 0.0% of budgetST CHRISTOPHER'S SCHOOL FOUNDATION: $1,500 over 3y, 0.0% of budgetEMERALD NECKLACE CONSERVANCY INC: $1,500 over 1y, 0.0% of budgetTHE INSTITUTE OF CLASSICAL ARCHITECTURE AND ART INC: $1,250 over 5y, 0.0% of budgetFRENCH HERITAGE SOCIETY INC: $1,000 over 4y, 0.0% of budgetBella Mente Quantum Racing Association: $1,000 over 1y, 0.0% of budgetTHE CARPENTERS BOAT SHOP: $1,000 over 1y, 0.3% of budgetTHE SOMERSET CLUB: $1,000 over 1y, 0.0% of budgetMASSACHUSETTS HISTORICAL SOCIETY: $1,000 over 1y, 0.0% of budgetMobius Inc: $1,000 over 1y, 5.1% of budgetNEW ENGLAND HISTORIC GENEALOGICAL SOCIETY: $1,000 over 1y, 0.0% of budgetNorth Bennet Street School: $1,000 over 1y, 0.0% of budgetNEWPORT CONTEMPORARY BALLET: $750 over 3y, 0.0% of budgetTHE ROYAL OAK FOUNDATION INC: $501 over 2y, 0.0% of budgetPRESERVATION LEAGUE OF NEW YORK STATE: $500 over 1y, 0.0% of budgetPAN-MASSACHUSETTS CHALLENGE INC: $500 over 1y, 0.0% of budgetSEAMEN'S CHURCH INSTITUTE OF NEWPORT: $500 over 2y, 0.1% of budgetROXANNE DANCE FOUNDATION INC: $330 over 1y, 0.9% 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.

  • Who funds THE COMPANY OF THE REDWOOD LIBRARY AND ATHENAEUM ↗
  • Who funds SOCIETY FOR THE PRESERVATION OF NEW ENGL ↗
  • Who funds THE NORMAN BIRD SANCTUARY TRUST ↗
  • Who funds AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH ↗
  • Who funds PIONEER INSTITUTE INC ↗
  • Who funds FISCAL ALLIANCE FOUNDATION INC ↗
  • Who funds MUSEUM OF FINE ARTS ↗
  • Who funds PRAGER UNIVERSITY FOUNDATION ↗
  • Who funds PEABODY ESSEX MUSEUM INC ↗
  • Who funds AQUIDNECK ISLAND LAND TRUST ↗
  • Who funds THE PRESERVATION SOCIETY OF NEWPORT COUNTY ↗
  • Who funds SEARS HOUSE ASSOCIATION INC ↗
  • Who funds ISABELLA STEWART GARDNER MUSEUM INC ↗
  • Who funds MISSION HILL MAIN STREETS INC ↗
  • Who funds CENTRAL BOSTON ELDER SERVICES INC ↗
  • Who funds FOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSION INC ↗
  • Who funds PROVIDENCE PRESERVATION SOCIETY ↗
  • Who funds 152 COMMONWEALTH FOUNDATION INC ↗
  • Who funds ROBERT POTTER LEAGUE FOR ANIMALS INC ↗
  • Who funds MARTIN LUTHER KING COMMUNITY CENTER INCORPORATED ↗
  • Who funds BEACON HILL CIVIC ASSOCIATION INC ↗
  • Who funds The Charlemagne Institute ↗
  • Who funds EDITH WHARTON RESTORATION INC ↗
  • Who funds SIR JOHN SOANE'S MUSEUM FOUNDATION ↗

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.

Middlecott FoundationVan Beuren Charitable…Hamilton Family Found…Boston Foundation IncAmica Companies Found…Ejmp Fund for Philant…Frederick Henry Princ…The Rhode Island Comm…The Champlin Foundati…The New York Communit…Alletta Morris McBean…Hamilton Family Chari…
Middlecott FoundationMA25.9× affinity10 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Middlecott Foundation · Van Beuren Charitable Foundation Inc · Hamilton Family Foundation · Boston Foundation Inc · Amica Companies Foundation · Ejmp Fund for Philanthropy · Frederick Henry Prince Testamentary Trust · The Rhode Island Community Foundation · The Champlin Foundation · The New York Community Trust · Alletta Morris McBean Charitable Trust · Hamilton Family Charitable Trust

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 M Holt Massey Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from M Holt Massey Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 110%1%3%6%10%funder's share of their income ↑0%23%45%68%90%share of the org’s income from government →median 2%
  • Central Boston Elder Services Inc: 47% of income from government
  • Massachusetts Historical Society: 22% of income from government
  • Peabody Essex Museum Inc: 3% of income from government
  • Society for the Preservation of New Engl: 2% of income from government
  • Old Dartmouth Historical Society: 2% of income from government
  • Edith Wharton Restoration Inc: 1% of income from government
  • Proprietors of the Boston Athenaeum: 0% of income from government
  • Emerald Necklace Conservancy Inc: 0% of income from government
  • Museum of Fine Arts: 0% of income from government
  • Pan-Massachusetts Challenge Inc: 0% of income from government
no gov moneyreceives it· size = income
11get no government money at all
7report 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, 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 85 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

Play a game based on M Holt Massey’s filings →

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