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Margaret & Donald Matheson School Portland Trust Co LLC at a glanceAlso receives grants: funding profile →

· Private foundation

Margaret & Donald Matheson School Portland Trust Co LLC

Its FY2025 filing reports that it accepted unsolicited grant applications.

$33k
Granted FY2025still arriving
12
Grants FY2025still arriving
5
States reached
$6k
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, FY2020 to 2025.

Education$196kEnvironment$2k
02FY2025 · 12 grants

Where the money goes

Grants by size, and the largest recipients.

$2,058
Median grant
5
States reached
$762k
Total assets
Largest grants
RecipientAmount
UNIVERSITY OF MAINE AUGUSTA$6,174
UNIVERSITY OF MAINE ORONO$6,174
MAINE MARITIME ACADEMY$2,058
UNIVERSITY OF MAINE FORT KENT$2,058
BATES COLLEGE$2,058
UNIVERSITY OF SOUTHERN MAINE$2,058
WESLEYAN UNIVERSITY$2,058
ENDICOTT COLLEGE$2,058
PLYMOUTH STATE UNIVERSITY$2,058
UNIVERSITY OF MAINE FARMINGTON$2,058
JAMES MADISON UNIVERSITY$2,058
HUSSON UNIVERSITY$2,058
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:

Dollar for dollar, its grants (FY20–25) land where the poverty rate runs at 13%, against an area that typically sits at 10%. 85% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%ENDICOTT COLLEGE: $2k → 10%WORCESTER POLYTECHNIC INSTITUTE: $2k → 11%BOSTON UNIVERSITY: $2k → 16%ROCHESTER INSTITUTE OF TECHNOLOGY: $2k → 14%AVE MARIA UNIVERSITY: $2k → 10%WESLEYAN UNIVERSITY: $2k → 7%ROGER WILLIAMS UNIVERSITY: $2k → 7%BROWN UNIVERSITY: $2k → 14%RUTGERS UNIVERSITY: $2k → 8%JAMES MADISON UNIVERSITY: $2k → 29%UNIVERSITY OF NEW HAMPSHIRE: $2k → 9%DARTMOUTH COLLEGE: $4k → 10%UNIVERSITY OF SOUTHERN MAINE: $5k → 7%UNIVERSITY OF NEW ENGLAND: $4k → 9%UNIVERSITY OF MAINE AUGUSTA: $6k → 12%BATES COLLEGE: $2k → 13%UNITY COLLEGE: $2k → 13%UNIVERSITY OF MAINE FARMINGTON: $5k → 14%UNIVERSITY OF MAINE ORONO: $16k → 15%UNIVERSITY OF MAINE FORT KENT: $2k → 15%SEE ATTACHED SCHEDULE: $37k → 14%PLYMOUTH STATE UNIVERSITY: $2k → 10%UNIVERSITY OF SOUTHERN MAINE: $2k → 7%UNIVERSITY OF NEW ENGLAND: $2k → 9%UNIVERSITY OF MAINE AUGUSTA: $6k → 12%UNIVERSITY OF MAINE FARMINGTON: $4k → 14%UNIVERSITY OF MAINE - ORONO: $7k → 15%SEE ATTACHED SCHEDULE: $30k → 14%UNIVERSITY OF SOUTHERN MAINE: $4k → 7%UNIVERSITY OF NEW ENGLAND: $2k → 9%UNIVERSITY OF MAINE - AUGUSTA: $5k → 12%UNIVERSITY OF MAINE FARMINGTON: $2k → 14%UNIVERSITY OF MAINE ORONO: $6k → 15%UNIVERSITY OF SOUTHERN MAINE: $2k → 7%UNIVERSITY OF MAINE AUGUSTA: $2k → 12%HUSSON UNIVERSITY: $2k → 15%COLBY COLLEGE: $2k → 12%HUSSON UNIVERSITY: $2k → 15%THOMAS COLLEGE: $2k → 12%HUSSON UNIVERSITY: $2k → 15%COLBY COLLEGE: $2k → 12%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
NH
NY
MA
NJ
CT
RI
VA
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.

71%of every dollar goes to organizations it has funded before.
$91k · 7 repeat orgs$37k to everyone else

7 repeat relationships: 5 still active in FY2025, 2 since wound down; 7 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

7
10

Total granted

$91k
$23k

Median revenue growth · since first grant

+10%
+19%

Still filing today

43%
70%

New vs renewed · share of each year

In FY2025, 56% of grant dollars renewed an existing relationship; $14k went to new ones.

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

  • UO
    UNIVERSITY OF MAINE SYSTEM INC
    3× · 2023–2025 · $30k
  • UO
    UNIVERSITY OF MAINE AUGUSTA
    4× · 2022–2025 · $19k
  • UO
    UNIVERSITY OF SOUTHERN MAINE
    4× · 2022–2025 · $13k

Funded once

  • DC
    DARTMOUTH COLLEGE
    one grant, 2022 · $4k
  • RU
    RUTGERS UNIVERSITY
    one grant, 2023 · $2k
  • Rochester Institute of Technology
    one grant, 2023 · $2k · revenue +13%
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
Western New England University

Western new england university, a comprehensive private institution with a tradition of excellence in teaching and scholarship and a commitment to service, awards undergraduate, master's, and doctoral degrees in various departments from…

Education
2
Wake Forest University

Wake Forest University, a 501(c)(3) institution of higher education, is dedicated to the pursuit of excellence in the liberal arts and in graduate and professional education. The organization is comprised of seven constituent parts: Wake…

Education
3
Trustees of Dartmouth College

Dartmouth College educates the most promising students and prepares them for a lifetime of learning and of responsible leadership, through a faculty dedicated to teaching and the creation of knowledge.

Education
4
Bentley University

Organization's mission bentley university believes good business can impact more than the bottom line - it can change the world. bentley is a community of future business leaders who will deliver value in the marketplace and lasting…

Education
5
William Marsh Rice University

As a leading research university with a distinctive commitment to undergraduate education, Rice University aspires to path breaking research, unsurpassed teaching, and contributions to the betterment of our world. It seeks to fulfill this…

Education
6
Whittier College

Whittier College is a residential four-year liberal arts institution that prepares students from diverse backgrounds to excel in a complex global society. Through challenging, interactive courses, taught by accomplished professors,…

Education
7
Boston Architectural College

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

—
8
Dickinson College

Dickinson college provides a useful, innovative and interdisciplinary education in the liberal arts and sciences to prepare students to lead rich and fulfilling lives of engaged global citizenship

Education
9
St Marys University of Minnesota

Enriched by the lasallian catholic heritage, saint mary's university of minnesota awakens, nurtures, and empowers learners to ethical lives of service and leadership.

Education
10
Fairleigh Dickinson University

Fairleigh dickinson university is a center of academic excellence dedicated to the preparation of world citizens through global education. the university strives to provide students with the multi-disciplinary, intercultural, and ethical…

Education
11
Bryant University

Bryant University's mission is to educate and inspire students to discover their passion and become innovative leaders with character around the world.

Education
12
University of Miami

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

Education
How this is measured
The grantee most central to the portfolio’s shape is Worcester Polytechnic Institute; the most unlike its peers is Wesleyan University. 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

14 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. 14 of the 25 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)
0
Early backer (in before they grew)
14/14
Grantees still filing
10/14
Grew since first funded

Where the money sits, by cause and then by grantee

UNIVERSITY OF MAINE SYSTEM INC: $29,561 · OtherUNIVERSITY OF MAINE SYSTEM INCUNIVERSITY OF MAINE AUGUSTA: $18,963 · OtherUNIVERSITY OF MAINE AUGUSTAUNIVERSITY OF SOUTHERN MAINE: $12,789 · OtherUNIVERSITY OF SOUTHERN MAINEUNIVERSITY OF MAINE FARMINGTON: $10,673 · OtherUNIVERSITY OF MAINE FARMINGTONDARTMOUTH COLLEGE: $4,000 · Other+8 more: $16,598 · Other+8 moreUniversity of New England: $8,366 · EducationUniversity of New EnglandHusson University: $6,366 · EducationHusson UniversityThe President and Trustees of Colby College: $4,058 · EducationThe President and Trustees of …Rochester Institute of Technology: $2,308 · EducationRochester Institute of Technol…WESLEYAN UNIVERSITY: $2,058 · EducationWESLEYAN UNIVERSITYPRESIDENT AND TRUSTEES OF BATES COLLEGE: $2,058 · EducationPRESIDENT AND TRUSTEES OF BATE…ENDICOTT COLLEGE: $2,058 · EducationENDICOTT COLLEGEROGER WILLIAMS UNIVERSITY: $2,058 · EducationROGER WILLIAMS UNIVERSITYUnity Environmental University: $2,000 · EducationUnity Environmental UniversityAVE MARIA UNIVERSITY INC: $2,000 · EducationAVE MARIA UNIVERSITY INCTHOMAS COLLEGE: $2,000 · EducationTHOMAS COLLEGEBROWN UNIVERSITY: $2,000 · Community Improvement
Other$92,584Education$35,330Community Improvement$2,000

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

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 budgetBROWN UNIVERSITY: $2,000 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.

Vera Grace Greenlaw T…Davis Educational Fou…Bangor Savings Bank F…Maine Community Found…
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.

How much its grantees rely on government

Each dot is one organization Margaret & Donald Matheson School Portland Trust Co LLC funds: left to right is the share of its income from government, bottom to top the share from Margaret & Donald Matheson School Portland Trust Co LLC. Bigger dots raise more.

2025
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%5%10%15%20%share of the org’s income from government →median 1%
  • Trustees of Boston University: 12% of income from government
  • Worcester Polytechnic Institute: 6% of income from government
  • Wesleyan University: 1% of income from government
  • Endicott College: 0% of income from government
  • Ave Maria University Inc: 0% of income from government
no gov moneyreceives it· size = income
0get no government money at all
1report 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, 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 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

Play a game based on Margaret & Donald Matheson School Portland Trust Co LLC’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