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· Public charity

Orthopaedic Research and Education Foundation

The Orthopaedic Research and Education Foundation (OREF) mission is improving lives by supporting excellence in orthopaedic research.

$3.1M
Granted FY2025still arriving
18
Grants FY2025still arriving
10
States reached
$300k
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, FY2018 to 2025.

Health$12MEducation$428kScience & Tech$300kRecreation & Sports$179kPublic Safety & Disaster$20k
02FY2025 · 18 grants

Where the money goes

Grants by size, and the largest recipients.

How this is measured
The 18 grants below total $912,069, the rows itemized in this filing. The $3,092,451 headline is the total grant expense on the return; the other $2,180,382 is giving the schedule does not break out (grants under the $5,000 itemization floor, grants to individuals, grants on other schedules). Every figure below describes the itemized rows only.

By grant size · FY2025

  • $10k–50k14 grants · $362k
  • $50k–250k3 grants · $250k
  • $250k+1 grant · $300k
$20,000
Median grant
10
States reached
$20M
Total assets
Largest grants
RecipientAmount
MAYO CLINIC ROCHESTER MN$300,000
Scottish Rite for Children$149,654
The Hospital for Special Surgery$50,000
MAYO CLINIC ROCHESTER MN$50,000
Scottish Rite for Children$49,999
The Regents of the University of California on Behalf of its Davis Campus$49,908
The University of Utah$49,698
Emory University$25,000
The Regents of the University of California San Francisco$20,000
Washington University in StLouis$20,000
Washington University in StLouis$20,000
Individual grant recipient$20,000
Ann & Robert H Lurie Children's Hospital of Chicago$20,000
University of Connecticut Health Center$20,000
The Hospital for Special Surgery$20,000
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 (FY18–25) land where the poverty rate runs at 14%, against an area that typically sits at 11%. 73% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%Boston Children's Hospital: $300k → 16%MAYO CLINIC ROCHESTER MN: $300k → 9%University of Pittsburgh: $300k → 12%The Pennsylvania State University College of Medicine: $98k → 12%Stanford University: $300k → 7%University of California Los Angeles: $150k → 14%The Regents of the University of California on Behalf of its Davis Campus: $50k → 16%The Research Foundation for The SUNY on behalf of University at Buffalo: $50k → 13%University of Rochester: $298k → 14%NYU Langone Medical Center: $90k → 17%Scottish Rite for Children: $240k → 14%The University of Texas Health Science Center at Houston: $298k → 16%Medical Technology Enterprise Consortium - The Henry Jackson Foundation for: $50k → 9%Miller School of Medicine of the University of Miami: $300k → 15%University of Iowa: $300k → 15%Washington University in StLouis: $399k → 11%Stanford University: $50k → 15%Oregon Health & Science University: $50k → 12%Duke University Medical Center: $300k → 11%Rhode Island Hospital: $98k → 14%Emory University: $100k → 14%Steadman Philippon Research Institute: $100k → 7%University of Washington: $100k → 9%Rush University Medical Center: $50k → 14%Carilion Medical Center: $100k → 20%MedStar Health Research Institute: $150k → 11%MAYO CLINIC ROCHESTER MN: $100k → 9%University of Pittsburgh: $50k → 12%The Regents of the University of California Los Angeles: $50k → 14%University of Rochester: $250k → 14%Scottish Rite for Children: $150k → 14%Medical Technology Enterprise Consortium - The Geneva Foundation: $50k → 9%The University of Iowa: $240k → 15%Washington University in StLouis: $330k → 11%Saint Louis University: $146k → 21%Duke University School of Medicine: $50k → 11%University of Washington: $150k → 9%University of Maryland Baltimore: $225k → 19%Massachusetts General Hospital (The General Hospital Corp): $300k → 16%Mayo Clinic: $90k → 9%The Regents of the University of California Los Angeles: $50k → 14%Washington University in St Louis: $225k → 11%Hospital for Special Surgery: $800k → 17%The Hospital for Special Surgery: $400k → 17%The Hospital for Special Surgery: $300k → 17%The Hospital for Special Surgery: $150k → 17%Hospital for Special Surgery: $135k → 17%Hospital for Special Surgery: $72k → 17%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

NH
WA
MN
IL
MI
NY
MA
OR
IA
IN
OH
PA
CT
RI
CA
UT
CO
MO
KY
VA
MD
AZ
KS
TN
NC
SC
LA
AL
GA
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.
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 13% of Orthopaedic Research and Education Foundation’s grant dollars are earmarked for a different county than the recipient’s own address.

Orthopaedic Research and Education Foundationlessmore of its giving
Placed by recipient address · 2.9% directed abroad (not shown)
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.

81%of every dollar goes to organizations it has funded before.
$9.4M · 28 repeat orgs$2.3M to everyone else

Grantees it renews have grown median revenue +52% since the first grant, against +42% for those funded once.

28 repeat relationships: 7 still active in FY2025, 21 since wound down; 4 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

28
38

Total granted

$9.4M
$2.2M

Median revenue growth · since first grant

+52%
+42%

Still filing today

61%
53%

New vs renewed · share of each year

In FY2025, 80% of grant dollars renewed an existing relationship; $110k went to new ones.

50%100%’18’19’20’21’22’23’24’25
RenewedFirst-time

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

’18’19’20’21’22’23’24’25
HealthEducationRecreation & SportsScience & TechOther
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

  • NY
    NEW YORK SOCIETY FOR THE RELIEF OF THE RUPTURED AND CRIPPLED MAINTAINING THE
    7× · 2018–2025 · $2.2M · revenue +36%
  • WASHINGTON UNIVERSITY
    8× · 2018–2025 · $1.3M · revenue +76%
  • UNIVERSITY OF ROCHESTER
    2× · 2019–2021 · $548k · revenue +54%

Funded once

  • UO
    University of Miamigraduated
    one grant, 2022 · $300k · revenue +29%
  • UO
    UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER HOUSTON
    one grant, 2019 · $298k
  • RO
    REGENTS OF THE UNIVERSITY OF MICHIGAN
    one grant, 2018 · $225k
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
University of Minnesota Physicians

University of minnesota physicians serves as the integrated group practice for the university of minnesota medical school full-time faculty to provide the highest quality healthcare to patients and their families.university of minnesota…

Health
2
Drexel University

Drexel university fulfills its founder's vision of preparing each new generation of students for productive professional and civic lives while also focusing its collective expertise on solving society's greatest problems. drexel is an…

Education
3
Fred Hutchinson Cancer Center

Fred hutch cancer center ("fred hutch") unites innovative research and compassionate care to prevent and eliminate cancer and infectious disease. continued on schedule o

Health
4
Truman Medical Center Incorporated

University health is an academic health center providing accessible, state-of-the-art quality healthcare to our community regardless of the ability to pay.

Health
5
The Johns Hopkins Hospital

For more than 125 years, the mission of the johns hopkins hospital has been to lead the world in the diagnosis and treatment of disease and to train tomorrow's great physicians, nurses and scientists. above all, we aim to provide the…

Health
6
Massachusetts Eye & Ear Infirmary

THE MASSACHUSETTS EYE AND EAR INFIRMARY ("THE INFIRMARY") IS A NOT-FOR-PROFIT TEACHING HOSPITAL CONDUCTING PATIENT CARE AND RESEARCH. THE INFIRMARY IS A TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL AND AN INTERNATIONAL CENTER FOR RESEARCH.…

Health
7
Albany College of Pharmacy and Health Sciences

We educate the next generation of leaders to improve the health of our society.

Education
8
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
9
Mass General Brigham Incorporated & Affiliates Group Return

Mass general brigham incorporated is developing an integrated health care delivery system throughout the region that offers patients a continuum of coordinated, high-quality care.

Health
10
Southern California University of Health Sciences

The mission of southern california university of health sciences (scu) is to educate students as competent, caring and successful practitioners of integrative healthcare. the university is committed to providing excellence in academics,…

Education
11
University of Chicago Medical Center

Our mission at the university of chicago medicine is to provide superior health care through rigorous research, innovative education, and comprehensive care and healing. in partnership with our colleagues, we pursue life-changing…

Health
12
Memorial Sloan-Kettering Cancer Center

Leadership in the prevention, treatment, and cure of cancer through excellence, vision and cost effectiveness in patient care, outreach programs, research, and education.

Health
How this is measured
The grantee most central to the portfolio’s shape is Emory University; the most unlike its peers is Orthopaedic Research and Education 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

45 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. 45 of the 77 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)
2
Early backer (in before they grew)
45/45
Grantees still filing
42/45
Grew since first funded

Where the money sits, by cause and then by grantee

WASHINGTON UNIVERSITY: $1,344,621 · EducationWASHINGTON UNIVERSITYUNIVERSITY OF ROCHESTER: $548,350 · EducationUNIVERSITY OF ROCHESTERDUKE UNIVERSITY: $502,997 · EducationDUKE UNIVERSITYTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: $425,000 · EducationTHE BOARD OF TRUSTEES OF THE LELAND STAN…UNIVERSITY OF PITTSBURGH: $415,000 · EducationUNIVERSITY OF PITTSBURGHYale University: $364,980 · EducationYale UniversityUniversity of Miami: $300,000 · EducationUniversity of MiamiUniversity of Kentucky Research Foundation: $217,261 · Education+15 more: $678,679 · Education+15 moreNEW YORK SOCIETY FOR THE RELIEF OF THE RUPTURED AND CRIPPLED MAINTAINING THE: $2,214,557 · HealthNEW YORK SOCIETY FOR THE RELIEF OF THE…MAYO CLINIC: $575,000 · HealthMAYO CLINICTEXAS SCOTTISH RITE HOSPITAL FOR CRIPPLED CHILDREN: $439,653 · HealthTEXAS SCOTTISH RITE HOSPITAL FOR CRIPP…Children's Hospital Corporation: $319,745 · HealthChildren's Hospital CorporationDartmouth-Hitchcock Clinic: $217,821 · HealthRhode Island Hospital: $180,000 · HealthTHE CLEVELAND CLINIC FOUNDATION: $153,176 · Health+11 more: $391,499 · Health+11 moreState University of Iowa: $644,378 · OtherState University of IowaUNIVERSITY OF CALIFORNIA SAN FRANCISCO: $313,340 · OtherUNIVERSITY OF CALIFORNIA SAN FRAN…MASS GENERAL BRIGHAM INCORPORATED: $304,969 · OtherMASS GENERAL BRIGHAM INCORPORATEDUNIVERSITY OF TEXAS HEALTH SCIENCE CENTER HOUSTON: $297,726 · OtherUNIVERSITY OF TEXAS HEALTH SCIENC…UNIVERSITY OF MARYLAND COLLEGE PARK: $285,000 · OtherUNIVERSITY OF MARYLAND COLLEGE PA…UNIVERSITY OF WASHINGTON: $250,000 · OtherUNIVERSITY OF WASHINGTONREGENTS UNIV OF CALIFORNIA: $248,000 · OtherREGENTS UNIV OF CALIFORNIAREGENTS OF THE UNIVERSITY OF MICHIGAN: $225,000 · OtherREGENTS OF THE UNIVERSITY OF MICH…UNIVERSITY OF FLORIDA: $173,707 · OtherMEDSTAR HEALTH RESEARCH INSTITUTE INC: $154,948 · OtherLondon Health Sciences Centre Research Inc: $149,943 · Other+23 more: $874,909 · Other+23 moreMEDICAL TECHNOLOGY ENTERPRISE CONSORTIUM: $100,000 · Science & TechNorthwestern University: $5,000 · Recreation & Sports
Education$4,796,888Health$4,491,451Other$3,921,920Science & Tech$100,000Recreation & Sports$5,000

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 budgetNEW YORK SOCIETY FOR THE RELIEF OF THE RUPTURED AND CRIPPLED MAINTAINING THE: $2,214,557 over 7y, 0.1% of budgetWASHINGTON UNIVERSITY: $1,344,621 over 8y, 0.0% of budgetMAYO CLINIC: $575,000 over 5y, 0.0% of budgetUNIVERSITY OF ROCHESTER: $548,350 over 2y, 0.0% of budgetDUKE UNIVERSITY: $502,997 over 4y, 0.0% of budgetTEXAS SCOTTISH RITE HOSPITAL FOR CRIPPLED CHILDREN: $439,653 over 2y, 0.1% of budgetTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: $425,000 over 5y, 0.0% of budgetUNIVERSITY OF PITTSBURGH: $415,000 over 3y, 0.0% of budgetYale University: $364,980 over 4y, 0.0% of budgetChildren's Hospital Corporation: $319,745 over 2y, 0.0% of budgetUniversity of Miami: $300,000 over 1y, 0.0% of budgetDartmouth-Hitchcock Clinic: $217,821 over 3y, 0.0% of budgetUniversity of Kentucky Research Foundation: $217,261 over 1y, 0.1% of budgetRhode Island Hospital: $180,000 over 2y, 0.0% of budgetMEDSTAR HEALTH RESEARCH INSTITUTE INC: $154,948 over 2y, 0.3% of budgetTHE CLEVELAND CLINIC FOUNDATION: $153,176 over 3y, 0.0% of budgetST LOUIS UNIVERSITY: $145,803 over 1y, 0.0% of budgetEmory University: $125,000 over 2y, 0.0% of budgetSTEADMAN PHILIPPON RESEARCH INSTITUTE: $119,999 over 2y, 0.7% of budgetCarilion Medical Center: $100,000 over 1y, 0.0% of budgetMEDICAL TECHNOLOGY ENTERPRISE CONSORTIUM: $100,000 over 1y, 0.0% of budgetTHE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK: $95,000 over 6y, 0.0% of budgetUNIVERSITY OF SOUTHERN CALIFORNIA: $69,586 over 1y, 0.0% of budgetTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $68,290 over 4y, 0.0% of budgetNew York University: $60,000 over 2y, 0.0% of budgetRush University Medical Center: $55,000 over 2y, 0.0% of budgetThe Research Foundation for The State University of New York: $55,000 over 2y, 0.0% of budgetROTHMAN INSTITUTE ORTHOPAEDIC FOUNDATION: $44,037 over 1y, 7.0% of budgetCEDARS-SINAI MEDICAL CENTER: $25,000 over 2y, 0.0% of budgetJOHNS HOPKINS UNIVERSITY: $20,000 over 1y, 0.0% of budgetOrthopaedic Research and Education Foundation: $20,000 over 1y, 0.5% of budgetUNIVERSITY OF KANSAS MEDICAL CENTER RESEARCH INSTITUTE: $20,000 over 1y, 0.0% of budgetLUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER INC: $16,500 over 1y, 0.0% of budgetTrustees of Dartmouth College: $10,000 over 2y, 0.0% of budgetBaylor College of Medicine: $5,000 over 1y, 0.0% of budgetORTHOPAEDIC RESEARCH SOCIETY: $5,000 over 1y, 0.1% of budgetVanderbilt University: $5,000 over 1y, 0.0% of budgetTHOMAS JEFFERSON UNIVERSITY: $5,000 over 1y, 0.0% of budgetAMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS: $5,000 over 1y, 0.0% of budgetICAHN SCHOOL OF MEDICINE AT MOUNT SINAI: $5,000 over 1y, 0.0% of budgetTemple University - Of The Commonwealth System of Higher Education: $5,000 over 1y, 0.0% of budgetBETH ISRAEL DEACONESS MEDICAL CENTER INC: $5,000 over 1y, 0.0% of budgetWAKE FOREST UNIVERSITY HEALTH SCIENCES: $5,000 over 1y, 0.0% of budgetNorthwestern University: $5,000 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.

  • Who funds NEW YORK SOCIETY FOR THE RELIEF OF THE RUPTURED AND CRIPPLED MAINTAINING THE ↗
  • Who funds WASHINGTON UNIVERSITY ↗
  • Who funds MAYO CLINIC ↗
  • Who funds UNIVERSITY OF ROCHESTER ↗
  • Who funds DUKE UNIVERSITY ↗
  • Who funds TEXAS SCOTTISH RITE HOSPITAL FOR CRIPPLED CHILDREN ↗
  • Who funds THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY ↗
  • Who funds UNIVERSITY OF PITTSBURGH ↗
  • Who funds Yale University ↗
  • Who funds Children's Hospital Corporation ↗
  • Who funds University of Miami ↗
  • Who funds Dartmouth-Hitchcock Clinic ↗
  • Who funds University of Kentucky Research Foundation ↗
  • Who funds Rhode Island Hospital ↗
  • Who funds MEDSTAR HEALTH RESEARCH INSTITUTE INC ↗
  • Who funds THE CLEVELAND CLINIC FOUNDATION ↗
  • Who funds ST LOUIS UNIVERSITY ↗
  • Who funds Emory University ↗
  • Who funds STEADMAN PHILIPPON RESEARCH INSTITUTE ↗
  • Who funds Carilion Medical Center ↗
  • Who funds MEDICAL TECHNOLOGY ENTERPRISE CONSORTIUM ↗
  • Who funds THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK ↗
  • Who funds UNIVERSITY OF SOUTHERN CALIFORNIA ↗
  • Who funds TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ↗
  • Who funds New York University ↗

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.

Mayo ClinicMN17.6× affinity6 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Mayo Clinic · University of Pittsburgh · Johns Hopkins University · Crohn's & Colitis Foundation Inc · Amyotrophic Lateral Sclerosis Assn · The Children's Hospital of Philadelphia · Vanderbilt University Medical Center · American Cancer Society Inc · American Society for Surgery of the Hand · American Orthopaedic Foot & Ankle Society Inc · Arthroscopy Association of North America · The Children's Oncology Group 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 Orthopaedic Research and Education Foundation funds: left to right is the share of its income from government, bottom to top the share from Orthopaedic Research and Education Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%23%45%68%90%share of the org’s income from government →median 10%
  • Medstar Health Research Institute Inc: 25% of income from government
  • Johns Hopkins University: 12% of income from government
  • Yale University: 12% of income from government
  • Children's Hospital Corporation: 10% of income from government
  • Beth Israel Deaconess Medical Center Inc: 6% of income from government
  • University of Miami: 5% of income from government
  • Luminis Health Anne Arundel Medical Center Inc: 0% of income from government
no gov moneyreceives it· size = income
0get no government money at all
3report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–90%
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 77 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 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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