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· Private foundation

Norfolk 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.

$500k
Granted FY2025still arriving
1
Grants FY2025still arriving
1
States reached
$500k
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, FY2017 to 2025.

Philanthropy$1.4MEnvironment$1.2MEducation$860kFood & Nutrition$500kArts & Culture$381kHealth$180kReligion$10kScience & Tech$10k
02FY2025 · 1 grant

Where the money goes

Grants by size, and the largest recipients.

$500,000
Median grant
1
States reached
$13M
Total assets
Largest grants
RecipientAmount
HENRY P KENDALL FOUNDATION$500,000
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:

Dollar for dollar, its grants (FY17–25) land where the poverty rate runs at 14%, against an area that typically sits at 10%. 88% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%ARIZONA-SONORA DESERT MUSEUM: $50k → 15%HENRY P KENDALL FOUNDATION: $500k → 8%WOODS HOLE OCEANOGRAPHIC INSTITUTION: $10k → 8%NEW BEDFORD WHALING MUSEUM: $321k → 11%TRUSTEES OF AMHERST COLLEGE: $375k → 12%MASSACHUSETTS GENERAL HOSPITAL: $85k → 16%OVER THE HORIZON FUND: $50k → 11%SAINT GABRIEL'S EPISCOPAL CHURCH: $10k → 8%OLD DARTMOUTH HISTORICAL SOCIETY: $10k → 11%TRUSTEES OF AMHERST COLLEGE: $375k → 12%MASSACHUSETTS GENERAL HOSPITAL: $85k → 16%TABOR ACADEMY: $10k → 8%TRUSTEES OF AMHERST COLLEGE: $100k → 12%HENRY P KENDALL FOUNDATION: $500k → 16%HENRY P KENDALL FOUNDATION: $390k → 16%THE TRUSTEES OF RESERVATIONS: $520k → 16%THE TRUSTEES OF RESERVATIONS: $500k → 16%THE TRUSTEES OF RESERVATIONS: $141k → 16%BOSTON PUBLIC MARKET ASSOCIATION: $500k → 16%BETH ISRAEL LAHEY HEALTH INC: $10k → 16%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.
04

Where the work is directed

The same grants placed two ways: where each recipient sits, and where its stated purpose sends the money.

About 22% of Norfolk Charitable Trust’s grant dollars are earmarked for a different county than the recipient’s own address. By recipient address, 98% of the giving stays in MA; by stated purpose, 68%.

Norfolk Charitable Trustlessmore of its giving
Placed by recipient address
How this is measured
Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

79%of every dollar goes to organizations it has funded before.
$3.6M · 4 repeat orgs$971k to everyone else

Grantees it renews have grown median revenue +88% since the first grant, against +69% for those funded once.

4 repeat relationships: 1 still active in FY2025, 3 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

4
8

Total granted

$3.6M
$971k

Median revenue growth · since first grant

+88%
+69%

Still filing today

75%
75%

New vs renewed · share of each year

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

50%100%’17’18’19’20’22’23’24’25
RenewedFirst-time

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

’17’18’19’20’22’23’24’25
Arts & CultureEducationHealthEnvironmentScience & TechPublic BenefitOther
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

  • HP
    HENRY P KENDALL FOUNDATION
    3× · 2023–2025 · $1.4M · revenue +89%
  • THE TRUSTEES OF RESERVATIONS
    2× · 2019–2020 · $1.2M · revenue +36%
  • AC
    AMHERST COLLEGE TRUSTEES
    2× · 2018–2019 · $850k · revenue +88%

Funded once

  • BP
    BOSTON PUBLIC MARKET ASSOCIATION INCgraduated
    one grant, 2022 · $500k · revenue +27%
  • Old Dartmouth Historical Societygraduated
    one grant, 2019 · $331k · revenue +189%
  • AD
    ARIZONA-SONORA DESERT MUSEUMgraduated
    one grant, 2018 · $50k · revenue +84%
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
Boston Architectural College

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

—
2
Isabella Stewart Gardner Museum Inc

Organization's mission statement true to the ambitious vision of its founder and her spirit of creative risk-taking, the mission of the isabella stewart gardner museum is: - to bring to life and preserve the rich historic collection; - to…

Arts & Culture
3
Massachusetts Outdoor Heritage Foundation Inc Attn Susan Sacco
—
4
Marine Biological Laboratory

The Marine Biological Laboratory (MBL) is a world-renowned center for biological discovery and training that is notably affiliated with more than 60 Nobel Prize winners. Research is conducted by full-time faculty as well as hundreds of the…

Science & Tech
5
American Museum of Natural History

The museum's mission statement is: "to discover, interpret, and disseminate - through scientific research and education - knowledge about human cultures, the natural world, and the universe."

Arts & Culture
6
Trustees of Boston University

Organization's mission: boston university is an international, comprehensive, private research university, committed to educating students to be reflective, resourceful individuals ready to live, adapt, and lead in an interconnected world.…

—
7
Managers of Boston Port and Seamen's Aid Society
—
8
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
9
Lowell Observatory

The mission of lowell observatory is to pursue the study of astronomy, especially the study of our solar system and its evolution; to conduct pure research in astronomical phenomena; and to maintain quality public education and outreach…

Science & Tech
10
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
11
Harvard Conservation Trust

To preserve the unique character and natural resources of harvard.

Environment
12
Trustees of Boston College

Mission strengthened by more than a century and a half of dedication to academic excellence, boston college commits itself to the highest standards of teaching and research in undergraduate, graduate and professional programs and to the…

Education
How this is measured
The grantee most central to the portfolio’s shape is The Trustees of Reservations; the most unlike its peers is Henry P Kendall Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
05the grantee network

9 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. 9 of the 12 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)
1
Early backer (in before they grew)
9/9
Grantees still filing
9/9
Grew since first funded

Where the money sits, by cause and then by grantee

HENRY P KENDALL FOUNDATION: $1,390,000 · OtherHENRY P KENDALL FOUNDATIONMASSACHUSETTS GENERAL HOSPITAL: $170,000 · OtherMASSACHUSETTS GENERAL HOSPITAL+2 more: $60,000 · OtherTHE TRUSTEES OF RESERVATIONS: $1,161,150 · EnvironmentTHE TRUSTEES OF RESERVATIONSAMHERST COLLEGE TRUSTEES: $850,000 · EducationAMHERST COLLEGE TRUST…+1 more: $10,000 · EducationBOSTON PUBLIC MARKET ASSOCIATION INC: $500,000 · Public BenefitBOSTON PUBLI…Old Dartmouth Historical Society: $331,025 · Arts & CultureOld Dartm…ARIZONA-SONORA DESERT MUSEUM: $50,000 · Arts & CultureARIZONA-S…WOODS HOLE OCEANOGRAPHIC INSTITUTION: $10,000 · Science & TechBETH ISRAEL LAHEY HEALTH INC: $10,000 · Health
Other$1,620,000Environment$1,161,150Education$860,000Public Benefit$500,000Arts & Culture$381,025Science & Tech$10,000Health$10,000

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

25%50%75%100%$10M$100Mgrantee revenue →↑ funder's share of their budgetHENRY P KENDALL FOUNDATION: $1,390,000 over 3y, 19% of budgetTHE TRUSTEES OF RESERVATIONS: $1,161,150 over 2y, 1.6% of budgetAMHERST COLLEGE TRUSTEES: $850,000 over 2y, 0.1% of budgetBOSTON PUBLIC MARKET ASSOCIATION INC: $500,000 over 1y, 20% of budgetOld Dartmouth Historical Society: $331,025 over 1y, 5.1% of budgetARIZONA-SONORA DESERT MUSEUM: $50,000 over 1y, 0.4% of budgetWOODS HOLE OCEANOGRAPHIC INSTITUTION: $10,000 over 1y, 0.0% of budgetBETH ISRAEL LAHEY HEALTH INC: $10,000 over 1y, 0.0% of budgetTABOR ACADEMY: $10,000 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.

The Bank of America Charitable Foundation IncNC8.9× affinity4 shared granteesties to 3 of 3Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Bank of America Charitable Foundation Inc · Fidelity Investments Charitable Gift Fund · Donor Advised Charitable Giving Inc · Amazonsmile Foundation

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 Norfolk Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Norfolk Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 30%1%5%11%20%funder's share of their income ↑0%19%38%56%75%share of the org’s income from government →median 2%
  • Woods Hole Oceanographic Institution: 63% of income from government
  • The Trustees of Reservations: 2% of income from government
  • Old Dartmouth Historical Society: 2% of income from government
  • Amherst College Trustees: 0% of income from government
no gov moneyreceives it· size = income
3get no government money at all
1report government grants on their 990 we could not trace to a source (not plotted)
1rely on government for over half their income
⤢ axis zoomed · 0–75%
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.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Norfolk Charitable Trust?

Find your warmest path to Norfolk Charitable Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

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 12 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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