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· Private foundation
To give back to the community by supporting, promoting, and furthering charitable, educational, social service, cultural, public health, and civic organizations, activities, and causes, primarily (but not exclusively) affecting communities in which navigant credit union has branch offices or members.
By grantee IRS cause code (NTEE).
A cause breakdown isn’t shown here: 66% of Navigant Credit Union Charitable’s grantee dollars go to organizations outside the IRS cause taxonomy (common for large international and research funders), so a chart would be mostly “unclassified” and misrepresent the portfolio.
Beneath the NTEE codes, this is what the grant descriptions actually say.
…and in their own words, year by year
Words distinctive to each year’s grant purposes (TF-IDF) · event-driven terms in cyan.
Your grants by size, and where they go.
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY22–23, $57k) land where the poverty rate runs at 14% — the area typically sits at 10%. 100% of those dollars reach neighborhoods with above-average need. Most of your grants land in higher-need ZIPs.
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; grantee ZIP can differ from where services are delivered.
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA, United Way ALICE — shown as context about the area, never attributed to your giving.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
To lead the transformation of primary care in rhode island in the context of an integrated health care system.
To assist member hospitals in effectively serving the health care needs of rhode island, through advocacy, representation, education and services.
The rhode island health center association works to support, sustain, and strengthen community health centers so they can provide high-quality, patient-centered, integrated and equitable primary health care to their patients and…
Roger williams medical center's mission is to provide healthcare services in providence, rhode island and surrounding communities.
The mission of st. joseph health services is to preserve, restore and enhance the health of individuals and families we serve within our communities.
Rhode island public health institutes mission is to eliminate health disparities in rhode island and beyond.
The mission of the rhode island health care association is to enhance its members' ability to provide sustainable quality health care and quality of life to the residents of rhode island's skilled nursing facilities.as a state affiliate of…
To improve the quality of life for all rhode islanders by advancing solutions to the problem of hunger.
To promote the art and science of medicine for the betterment of public health and to advocate quality patient care and promote the exchange of information
The rhode island council for the humanities seeds, supports, and strengthens public history, cultural heritage, civic education, and community engagement by and for all rhode islanders.
The rhode island foundation mobilizes generosity and motivates change that makes a difference.
Newport Hospital Foundation (NHF) coordinates fundraising in support of comprehensive integrated health care services for the advancement and well-being of the southern Rhode Island community, in furtherance of the purposes of Newport…
For reference, the grantee most central to the portfolio’s shape is Family Service of Rhode Island Inc and the most unlike its peers is The Rhode Island Historical Society. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
Your grantees are a median of 32 years old; the field is 18. You back the established end — and your money leans older still.
The field is 20% startups (under 5 years old) — 5% of your grantees by number, and just 4% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 9% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: The Rhode Island Community Foundation · Amica Companies Foundation · United Way of Rhode Island Inc · The Champlin Foundation · Citizens Charitable Foundation · June Rockwell Levy Foundation · Bristol County Savings Charitable · Cvs Foundation · Cvs Health Charity Classic Inc · Centreville Savings Bank Charitable · Ralph R Papitto & Barbara a Papitto · Fred M Roddy Foundation Inc
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Every dot is one organisation Navigant Credit Union Charitable funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
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. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not 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 12–24 months.
Through Plinth
This dossier was generated cold from public filings. In Plinth it’s a working system — every applicant assessed and every grant monitored. Here’s a taste, run on one of your grantees: CUMBERLAND LIBRARY FUND.
Agentic due diligence · confidence × risk
~16 months of operating runway; revenue grew over 6 filed years.
6 years of Form 990 filings, still active; revenue up 2.5× since.
US 501(c)(3); EIN 050480964 on file with current IRS Form 990 filings.
Board composition & governance documents — verified live in Plinth from the applicant.
OFAC / UN sanctions screening — run live in Plinth at assessment.
Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.
Live · Plinth’s real DD engine
Run the actual assessment on CUMBERLAND LIBRARY FUND, cold from public data.
Generated live from public IRS filings + open web sources by Plinth’s agentic engine. Shown as an illustration of the product, not a formal assessment.
Post-award monitoring · continuous checks
What you see here is static and public. In Plinth it’s operational — the full six-pillar framework on every applicant (with their own documents + live registry and sanctions checks), monitoring dashboards on every award, custom board reports, and eligibility routing for intake.
Preview generated from this grantee’s public IRS filings and independent reporting. Pillars marked “live in Plinth” require the applicant’s submitted documents. Shown as illustration, not a formal assessment.
Warm introductions · Powered by PlinthPro
Find your warmest path to Navigant Credit Union Charitable through people who sit on both boards. Search for your organization and Plinth traces the introduction across shared trustees and officers.
Every link is a documented governance overlap in public IRS 990 filings — not a personal network — and each hop carries its own confidence tier. Low-confidence or distant paths are held back rather than guessed.