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· Private foundation

Marion & Albert R Costa 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.

$20k
Granted FY2025still arriving
20
Grants FY2025still arriving
5
States reached
$1k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2025.

Health$58kEducation$20kReligion$13kArts & Culture$11kCrime & Legal$7kInternational$7kHuman Services$7kPhilanthropy$5kOther$0
02FY2025 · 20 grants

Where the money goes

Grants by size, and the largest recipients.

$1,000
Median grant
5
States reached
$396k
Total assets
Largest grants
RecipientAmount
BUENA BOROUGH FIRE CO$1,000
UNITED WAY OF GREATER PHILADELPHIA$1,000
RANCH HOPE INC$1,000
ATLANTIC CARE HOSPICE$1,000
ST JOSEPH'S INDIAN SCHOOL$1,000
SOUTH JERSEY HEALTH CARE CT$1,000
GUIDING EYES FOR BLIND$1,000
UNIVERSITY OF MEDICINE DENTISTRY$1,000
AMERICAN ONCOLOGIC HOSP$1,000
VISION LOSS ALLIANCE OF NJ$1,000
Individual grant recipient$1,000
ASSOC FOR MULTIPLE IMPAIR$1,000
DEBORAH HOSPITAL$1,000
ST MICHAELS OUR LADY OF THE BLESSED$1,000
THE SALVATION ARMY$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 (FY19–25, $7k) land where the poverty rate runs at 9%, against an area that typically sits at 12%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 12%GUIDING EYES FOR BLIND: $1k → 9%GUIDING EYES FOR BLIND: $1k → 9%GUIDING EYES FOR BLIND: $1k → 9%GUIDING EYES FOR BLIND: $968 → 9%GUIDING EYES FOR BLIND: $909 → 9%GUIDING EYES FOR BLIND: $908 → 9%GUIDING EYES FOR BLIND: $810 → 9%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.
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.

98%of every dollar goes to organizations it has funded before.
$121k · 27 repeat orgs$2k to everyone else

27 repeat relationships: 19 still active in FY2025, 8 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

27
2

Total granted

$121k
$2k

Still filing today

22%
0%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

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

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

’19’20’21’22’23’24’25
HealthInternationalEducationHuman ServicesPhilanthropyOther
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

  • COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE INC
    7× · 2019–2025 · $7k · revenue +34%
  • SO
    SICANGU OYATE HO INC DBA ST FRANCIS INDIAN SCHOOL
    7× · 2019–2025 · $7k · revenue +20%
  • GE
    GUIDING EYES FOR THE BLIND INC
    7× · 2019–2025 · $7k · revenue +97%

Funded once

  • UW
    UNITED WAY OF ATLANTIC COUNTY
    one grant, 2022 · $1k
  • UW
    UNITED WAY OF ATLANTIC CO
    one grant, 2019 · $810
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
Banner -University Medical Group

Assist banner health complete its mission to make health care easier so life can be better by providing integrated & coordinated care & population health management.

Health
2
The Children's Hospital of Philadelphia

The children's hospital of philadelphia, the oldest hospital in the united states dedicated exclusively to pediatrics, strives to be the world leader in the advancement of health care for children by integrating excellent patient care,…

Health
3
Stony Brook Ophthalmology University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
4
Stony Brook Surgical Associates University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
5
University of Maryland Neurosurgeryassociates Pa

Under the medical service plan of the university of maryland school of medicine, medical services are rendered by the members of the faculty on behalf of the school of medicine in connection with their duties to provide clinical…

Education
6
Stony Brook Urology University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
7
University of Maryland Anesthesiology Associates Pa

Under the medical service plan of the university of maryland school of medicine, medical services are rendered by the members of the faculty on behalf of the school of medicine in connection with their duties to provide clinical…

—
8
University of Maryland Oncology Associates Pa

Under the medical service plan of the university of maryland school of medicine, medical services are rendered by the members of the faculty on behalf of the school of medicine in connection with their duties to provide clinical…

Health
9
Stony Brook Internists University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
10
Stony Brook Orthopedic Associates University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
11
Neurology Associates of Stony Brook University Faculty Practice Corp

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
12
University Associates in Obstetrics and Gynecology University Faculty Pract ice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
How this is measured
The grantee most central to the portfolio’s shape is United Way of Greater Philadelphia and Southern New Jersey; the most unlike its peers is Trustees of the University of Pennsylvania. 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

8 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. 8 of the 30 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)
7/8
Grantees still filing
5/8
Grew since first funded

Where the money sits, by cause and then by grantee

BISHOP MCCARTHY RESIDENCE: $6,666 · OtherBISHOP MCCARTHY RESIDENCEASSOC FOR MULTIPLE IMPAIR: $6,666 · OtherASSOC FOR MULTIPLE IMPAIRDEBORAH HOSPITAL: $6,665 · OtherDEBORAH HOSPITALST JOSEPHS INDIAN SCHOOL: $6,665 · OtherST JOSEPHS INDIAN SCHOOLSISTERS - ST JOHN BAPTIST: $6,665 · OtherSISTERS - ST JOHN BAPTISTIndividual grant recipient: $4,697 · OtherIndividual grant recipientIndividual grant recipient: $3,788 · OtherSOUTHJERSEY HEALTHCARE FO: $3,788 · OtherST MICHAELS CHURCH QUEEN: $3,788 · OtherNJ FOUNDATION FOR THE BLI: $3,788 · OtherATLANTIC CTY MED CTR HOSP: $3,788 · OtherTHE SALVATION ARMY: $3,788 · Other+11 more: $26,024 · Other+11 moreSICANGU OYATE HO INC DBA ST FRANCIS INDIAN SCHOOL: $6,665 · EducationSICANGU OYA…TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $6,665 · EducationTRUSTEES OF…Ranch Hope Inc: $6,665 · HealthRanch Hope …The American Oncologic Hospital: $6,664 · HealthThe America…COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE INC: $6,666 · InternationalGUIDING EYES FOR THE BLIND INC: $6,665 · Human ServicesUNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY: $2,876 · Philanthropy
Other$86,776Education$13,330Health$13,329International$6,666Human Services$6,665Philanthropy$2,876

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 budgetCOOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE INC: $6,666 over 7y, 0.0% of budgetSICANGU OYATE HO INC DBA ST FRANCIS INDIAN SCHOOL: $6,665 over 7y, 0.0% of budgetGUIDING EYES FOR THE BLIND INC: $6,665 over 7y, 0.0% of budgetTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $6,665 over 7y, 0.0% of budgetRanch Hope Inc: $6,665 over 7y, 0.0% of budgetThe American Oncologic Hospital: $6,664 over 7y, 0.0% of budgetUNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY: $2,876 over 3y, 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.

  • Who funds BISHOP MCCARTHY RESIDENCE ↗
  • Who funds COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE INC ↗
  • Who funds SICANGU OYATE HO INC DBA ST FRANCIS INDIAN SCHOOL ↗
  • Who funds GUIDING EYES FOR THE BLIND INC ↗
  • Who funds TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ↗
  • Who funds Ranch Hope Inc ↗
  • Who funds The American Oncologic Hospital ↗
  • Who funds UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY ↗

How much its grantees rely on government

Each dot is one organization Marion & Albert R Costa Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Marion & Albert R Costa Charitable Trust. Bigger dots raise more.

2025
’20’21’22’23’24’25
no gov · 10%6%25%56%100%funder's share of their income ↑0%6%13%19%25%share of the org’s income from government →
    no gov moneyreceives it· size = income
    1get 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 · 0–25%
    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 30 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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