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· Private foundation

Morgenstern-Davis Family Foundation

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.

$208k
Granted FY2025still arriving
19
Grants FY2025still arriving
6
States reached
$125k
Largest
01What it funds
0187% classified

What it funded, over time

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

Religion$210kHealth$45kPhilanthropy$35kYouth Development$27kArts & Culture$24kInternational$15kFood & Nutrition$10kEducation$4kOther$0
02FY2025 · 19 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k17 grants · $33k
  • $50k–250k2 grants · $175k
$1,000
Median grant
6
States reached
$488k
Total assets
Largest grants
RecipientAmount
JACKSON HOLE JEWISH COMMUNITY$125,000
JACKSON HOLE JEWISH COMMUNITY$50,000
COMMUNITY FOUNDATION OF JH$7,400
GRAND TETON MUSIC FESTIVAL$7,000
SONOMA FAMILY MEAL$5,000
HILL HAVURAH$3,600
Individual grant recipient$1,080
ALYN HOSPITAL$1,000
Individual grant recipient$1,000
HOUSE OF RUTH$1,000
MERCY SHIPS$1,000
NEW YORK UNIVERSITY$1,000
WORLD WILDLIFE FUND$1,000
Individual grant recipient$500
JEWISH AGENCY FUND$500
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 (FY22–22, $1k) land where the poverty rate runs at 5%, against an area that typically sits at 9%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 9%JACKSON HOLE THERAPEUTIC RIDING: $1k → 5%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

WA
ID
MI
NY
MA
WY
PA
NJ
CA
VA
MD
DC
TX
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.

81%of every dollar goes to organizations it has funded before.
$324k · 17 repeat orgs$76k to everyone else

17 repeat relationships: 7 still active in FY2025, 10 since wound down; 8 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

17
42

Total granted

$324k
$69k

Median revenue growth · since first grant

+23%
+34%

Still filing today

47%
40%

New vs renewed · share of each year

In FY2025, 96% of grant dollars renewed an existing relationship; $7k went to new ones.

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

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

’20’21’22’23’24’25
EnvironmentInternationalArts & CultureYouth DevelopmentPublic Safety & DisasterHealthOther
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

  • GRAND TETON MUSIC FESTIVAL INC
    4× · 2021–2025 · $19k · revenue +75%
  • SF
    SONOMA FAMILY MEAL
    2× · 2024–2025 · $10k · revenue +23%
  • JACKSON HOLE CENTER FOR GLOBAL AFFAIRS INC
    2× · 2020–2022 · $4k · revenue +35%

Funded once

  • IG
    Individual grant recipient
    one grant, 2024 · $10k
  • FC
    FRIENDSHIP CIRCLE
    one grant, 2020 · $10k
  • C
    CFJH
    one grant, 2023 · $9k
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
Conservation International Foundation

Ci works to spotlight and secure the critical benefits that nature provides to humanity.

Environment
2
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

—
3
World Resources Institute

Wri is committed to creating change that improves people's lives and ensures the natural world can thrive. (see schedule o)wri's bold vision requires a formula for success we call "count it. change it. scale it.":- count it: our work is…

International
4
Environmental Investigation Agency

To establish and promote programs to protect the global climate, forests, wildlife and the natural environment, through research, advocacy, and investigation.

International
5
The Union of Concerned Scientists Inc

The union of concerned scientists puts rigorous, independent science into action, developing solutions and advocating for a healthy, safe, and just future.

International
6
American Geophysical Union

Agu's mission is to advance and support an inclusive community of earth and space scientists and partners dedicated to discovery and solutions to societal challenges. agu seeks to catalyze discovery and solutions to scientific and societal…

Science & Tech
7
University of Virginia Investment Management Company

The university of virginia investment management company (uvimco) is organized to invest funds on behalf of the rector and visitors of the university of virginia (the university or uva) and university-associated organizations (uaos).

Education
8
The Water Research Foundation

The purpose of the water research foundation (wrf) is a definitive research organization to advance the science of all things water to better meet the evolving needs of its subscribers and the water sector. to engage exclusively in…

Environment
9
American Association for the Advancement of Science

Advance science, engineering, and innovation throughout the world for the benefit of all. the world's largest multidisciplinary scientific society and a leading publisher of cutting-edge research through its science family of journals,…

Science & Tech
10
Cdp North America Inc

Cdp north america, inc. 's ("cdp-na") vision for the future is a thriving economy that works for people and planet in the long term. we focus investors and companies on taking urgent action to build a truly sustainable economy by measuring…

Environment
11
Rainforest Trust

Rainforest trust saves endangered wildlife and protects our planet by creating rainforest reserves through partnerships, community engagement, and donor support.

International
12
Friends of the Earth

Friends of the earth strives for a more healthy and just world by defendng the environment and human health while advancing social and economic justice by conducting research and education, transforming the economy so it protects the…

Environment
How this is measured
The grantee most central to the portfolio’s shape is National Park Foundation; the most unlike its peers is The Phillips Collection. 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

31 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. 31 of the 69 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)
5
Early backer (in before they grew)
31/31
Grantees still filing
23/31
Grew since first funded

Where the money sits, by cause and then by grantee

JACKSON HOLE JEWISH COMMUNITY: $185,100 · OtherJACKSON HOLE JEWISH COMMUNITYCOMMUNITY FOUNDATION OF JH: $21,400 · OtherCOMMUNITY FOUNDATION OF JHHILL HAVURAH: $20,440 · OtherHILL HAVURAHFRIENDSHIP CIRCLE: $14,000 · Other+49 more: $88,842 · Other+49 moreGRAND TETON MUSIC FESTIVAL INC: $19,350 · Arts & CultureGREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION INC: $2,080 · Arts & Culture+1 more: $240 · Arts & CultureBelieve Big Inc: $15,629 · HealthTHE VIRTUAL CENTER FOR VELO-CARDIO- FACIAL SYNDROME INC: $3,600 · HealthSONOMA FAMILY MEAL: $10,000 · Public Safety & DisasterCOLLEGIUM RAMAZZINI INC: $5,000 · Public Safety & DisasterCOMMUNITY FOUNDATION OF JACKSON HOLE: $11,730 · PhilanthropyHIAS INC: $3,960 · InternationalCOMMITTEE FOR ACCURACY IN MIDDLE EAST REPORTING IN AMERICA INC: $3,600 · InternationalMercy Ships International: $1,000 · International+1 more: $100 · InternationalJACKSON HOLE CENTER FOR GLOBAL AFFAIRS INC: $4,000 · EnvironmentResources for the Future Inc: $1,000 · EnvironmentWORLD WILDLIFE FUND INC: $1,000 · EnvironmentENVIRONMENTAL PROTECTION NETWORK: $500 · Environment
Other$329,782Arts & Culture$21,670Health$19,229Public Safety & Disaster$15,000Philanthropy$11,730International$8,660Environment$6,500

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

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetGRAND TETON MUSIC FESTIVAL INC: $19,350 over 4y, 0.1% of budgetBelieve Big Inc: $15,629 over 3y, 0.7% of budgetCOMMUNITY FOUNDATION OF JACKSON HOLE: $11,730 over 3y, 0.0% of budgetSONOMA FAMILY MEAL: $10,000 over 2y, 0.5% of budgetCOLLEGIUM RAMAZZINI INC: $5,000 over 1y, 4.6% of budgetJACKSON HOLE CENTER FOR GLOBAL AFFAIRS INC: $4,000 over 2y, 0.8% of budgetHIAS INC: $3,960 over 2y, 0.0% of budgetCOMMITTEE FOR ACCURACY IN MIDDLE EAST REPORTING IN AMERICA INC: $3,600 over 2y, 0.0% of budgetTHE VIRTUAL CENTER FOR VELO-CARDIO- FACIAL SYNDROME INC: $3,600 over 1y, 2.7% of budgetGREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION INC: $2,080 over 4y, 0.0% of budgetHOUSE OF RUTH: $2,000 over 2y, 0.0% of budgetCity Kids to Wilderness Project Inc: $2,000 over 1y, 0.1% of budgetTHE ALEPH INSTITUTE INC: $1,800 over 1y, 0.0% of budgetJACKSON HOLE THERAPEUTIC RIDING: $1,200 over 1y, 0.2% of budgetResources for the Future Inc: $1,000 over 1y, 0.0% of budgetWORLD WILDLIFE FUND INC: $1,000 over 1y, 0.0% of budgetMercy Ships International: $1,000 over 1y, 0.0% of budgetCOUNCIL FOR THE ADVANCEMENT OF SCIENCE WRITING INC: $1,000 over 1y, 0.2% of budgetThe Doug Coombs Foundation: $512 over 1y, 0.0% of budgetPLEASANT BAY COMMUNITY BOATING INC: $500 over 1y, 0.0% of budgetENVIRONMENTAL PROTECTION NETWORK: $500 over 1y, 0.1% of budgetYESHIVA UNIVERSITY: $360 over 1y, 0.0% of budgetMONTEREY BAY AQUARIUM FOUNDATION: $295 over 1y, 0.0% of budgetNATIONAL PARK FOUNDATION: $250 over 1y, 0.0% of budgetTHE PHILLIPS COLLECTION: $240 over 1y, 0.0% of budgetCITY YEAR INC: $100 over 1y, 0.0% of budgetTHE NATURE CONSERVANCY: $100 over 1y, 0.0% of budgetDISABLED VETERANS NATIONAL FOUNDATION: $100 over 1y, 0.0% of budgetMEDECINS SANS FRONTIERES USA INC: $100 over 1y, 0.0% of budgetFRIENDS OF PATHWAYS: $100 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.

  • Who funds GRAND TETON MUSIC FESTIVAL INC ↗
  • Who funds Believe Big Inc ↗
  • Who funds COMMUNITY FOUNDATION OF JACKSON HOLE ↗
  • Who funds SONOMA FAMILY MEAL ↗
  • Who funds COLLEGIUM RAMAZZINI INC ↗
  • Who funds JACKSON HOLE CENTER FOR GLOBAL AFFAIRS INC ↗
  • Who funds HIAS INC ↗
  • Who funds COMMITTEE FOR ACCURACY IN MIDDLE EAST REPORTING IN AMERICA INC ↗
  • Who funds THE VIRTUAL CENTER FOR VELO-CARDIO- FACIAL SYNDROME INC ↗
  • Who funds GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION INC ↗
  • Who funds HOUSE OF RUTH ↗
  • Who funds City Kids to Wilderness Project Inc ↗
  • Who funds THE ALEPH INSTITUTE INC ↗
  • Who funds JACKSON HOLE THERAPEUTIC RIDING ↗
  • Who funds Resources for the Future Inc ↗
  • Who funds WORLD WILDLIFE FUND INC ↗

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.

Community Foundation of Jackson HoleWY21.8× affinity8 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Community Foundation of Jackson Hole · The Brooks Foundation · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · The Nussdorf Family Foundation Inc · Fjc · Patagoniaorg · Greater Washington Community Foundation · Morgan Stanley Global Impact Funding Trust Inc · National Philanthropic Trust · Vanguard Charitable Endowment Program · Jewish Communal Fund · Donor Advised Charitable Giving 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 Morgenstern-Davis Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Morgenstern-Davis Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 40%0%1%3%5%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 11%
  • Hias Inc: 88% of income from government
  • City Year Inc: 11% of income from government
  • The Aleph Institute Inc: 0% of income from government
no gov moneyreceives it· size = income
4get no government money at all
7report government grants on their 990 we could not trace to a source (not plotted)
1rely on government for over half their income
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 69 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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