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Maine · Private foundation

Margaret & Donald Matheson School Portland Trust Co LLC

Its FY2025 filing reports that it accepted unsolicited grant applications.

$33k
Granted FY2025(still arriving)
12
Grants FY2025
7
Organizations funded FY2024
29%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$2,058
Largest grant, FY2025
$6,174
Organizations funded a year
7 to 12
FY2022 to FY2024
States reached, FY2025
5
Total assets, FY2025
$762k
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 29% of the organizations Margaret & Donald Matheson School Portland Trust Co LLC funded were first-time grantees, receiving 12% of its grant dollars.

New vs renewed · share of each year

In FY2024, 88% of grant dollars renewed an existing relationship; $4k went to new ones.

50%100%’23’24
RenewedFirst-time

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

’23’24
EducationOther
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
FY2025still arriving12$33k58%
FY20247$35k29%
FY20238$30k38%
FY202212$30kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2025.

Education$196kEnvironment$2k

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

ME
NH
NY
MA
NJ
CT
RI
VA
FL

Top grantees

Largest recipients by total granted, FY2022 to FY2025, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
University of Maine System Inc$29,5613n/a
University of New England$8,36630%
Husson University$6,36630%
The President and Trustees of Colby College$4,05820%
Rochester Institute of Technology$2,30810%
Wesleyan University$2,05810%
President and Trustees of Bates College$2,05810%
Maine Maritime Academy$2,0581n/a
Trustees of Boston University$2,05810%
James Madison University$2,0581n/a
Show all 16 grantees
All grantees of Margaret & Donald Matheson School Portland Trust Co LLC by total granted
GranteeTotal grantedYearsShare of their budget
University of Maine System Inc$29,5613n/a
University of New England$8,36630%
Husson University$6,36630%
The President and Trustees of Colby College$4,05820%
Rochester Institute of Technology$2,30810%
Wesleyan University$2,05810%
President and Trustees of Bates College$2,05810%
Maine Maritime Academy$2,0581n/a
Trustees of Boston University$2,05810%
James Madison University$2,0581n/a
Endicott College$2,05810%
Roger Williams University$2,05810%
Unity Environmental University$2,00010%
Ave Maria University Inc$2,00010%
Thomas College$2,00010%
Worcester Polytechnic Institute$2,00010%

What it could do for these grantees

Plus 8 recipients with no EIN on record ($55k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Margaret & Donald Matheson School Portland Trust Co LLC supplied at peak.

25%50%75%100%$100Mgrantee revenue →↑ funder's share of their budgetUniversity of New England: $8,366 over 3y, 0.0% of budgetHusson University: $6,366 over 3y, 0.0% of budgetThe President and Trustees of Colby College: $4,058 over 2y, 0.0% of budgetRochester Institute of Technology: $2,308 over 1y, 0.0% of budgetWesleyan University: $2,058 over 1y, 0.0% of budgetPresident and Trustees of Bates College: $2,058 over 1y, 0.0% of budgetTrustees of Boston University: $2,058 over 1y, 0.0% of budgetEndicott College: $2,058 over 1y, 0.0% of budgetRoger Williams University: $2,058 over 1y, 0.0% of budgetUnity Environmental University: $2,000 over 1y, 0.0% of budgetAve Maria University Inc: $2,000 over 1y, 0.0% of budgetThomas College: $2,000 over 1y, 0.0% of budgetWorcester Polytechnic Institute: $2,000 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 13.

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.

Vera Grace Greenlaw Trust Portland Trust Co LLCME13.6× affinity4 shared granteesties to 3 of 3Hover any node to trace its alignments.Compare side by side →

Open a dossier: Vera Grace Greenlaw Trust Portland Trust Co LLC · Davis Educational Foundation · Bangor Savings Bank Foundation · Maine Community Foundation 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 Margaret & Donald Matheson School Portland Trust Co LLC with peer funders

About Margaret & Donald Matheson School Portland Trust Co LLC

How much does Margaret & Donald Matheson School Portland Trust Co LLC give?
Margaret & Donald Matheson School Portland Trust Co LLC reported 12 grants totaling $32,928 in its FY2025 IRS filing. It funded between 7 and 12 organizations a year over FY2022 to FY2024.
What does Margaret & Donald Matheson School Portland Trust Co LLC fund?
By grant dollars over FY2022 to FY2025, its largest causes are Education (99%), Environment (1%).
Who are Margaret & Donald Matheson School Portland Trust Co LLC's largest grantees?
By total granted over FY2022 to FY2025: University of Maine System Inc ($30k), University of New England ($8k), Husson University ($6k).
Does Margaret & Donald Matheson School Portland Trust Co LLC fund new organizations?
In FY2024, 29% of the organizations it funded were first-time grantees.
Does Margaret & Donald Matheson School Portland Trust Co LLC accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as Margaret & Donald Matheson School Portland Trust Co LLC?
Its strongest co-funders, measured against what their size predicts, include Vera Grace Greenlaw Trust Portland Trust Co LLC, Davis Educational Foundation, Bangor Savings Bank Foundation.
Where is Margaret & Donald Matheson School Portland Trust Co LLC based?
Margaret & Donald Matheson School Portland Trust Co LLC is based in ME.

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 25 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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