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Richard and Diane Schmalensee Foundation at a glance

· Private foundation

Richard and Diane Schmalensee 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.

$52k
Granted FY2025still arriving
12
Grants FY2025still arriving
4
States reached
$10k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0198% classified

What it funded, over time

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

Arts & Culture$137kEducation$97kEnvironment$56kHealth$48kPhilanthropy$31kReligion$22kCivil Rights$17kHousing & Shelter$8kOther$0
02FY2025 · 12 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k9 grants · $22k
  • $10k–50k3 grants · $30k
$3,500
Median grant
4
States reached
$537k
Total assets
Largest grants
RecipientAmount
MASSBAY CC FOUNDATION$10,000
MGH GENITOURINARY CANCER RESEARCH FUND$10,000
RESOURCES FOR THE FUTURE$10,000
MASSACHUSETTS EYE & EAR$5,000
BOSTON BALLET$5,000
CHURCH OF THE REDEEMER$3,500
PIONEER INST FOR PUBLIC POLICY RESEARCH$2,500
DANA FARBER CANCER INSTITUTE$2,000
CAMBODIAN VILLAGE FUND$1,250
WELLESLEY COLLEGE$1,000
AMERICAN RED CROSS$1,000
MASSACHUSETTS INSTITUTE OF TECHNOLOGY$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 (FY19–22, $7k) land where the poverty rate runs at 15%, against an area that typically sits at 8%. 86% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 8%PINE STREET INN: $1k → 16%HOPEWELL: $1k → 7%PINE STREET INN: $1k → 16%PINE STREET INN: $1k → 16%PINE STREET INN: $500 → 16%ROGERSON COMMUNITIES: $2k → 16%ROGERSON COMMUNITIES: $500 → 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.

Which US states its grants reach

ME
VT
NH
MI
MA
IA
NJ
CA
VA
MD
DC
HI
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.

96%of every dollar goes to organizations it has funded before.
$424k · 24 repeat orgs$16k to everyone else

Grantees it renews have grown median revenue +46% since the first grant, against +32% for those funded once.

24 repeat relationships: 10 still active in FY2025, 14 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

24
14

Total granted

$424k
$15k

Median revenue growth · since first grant

+46%
+32%

Still filing today

79%
43%

New vs renewed · share of each year

In FY2025, 98% of grant dollars renewed an existing relationship; $1k 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
Arts & CultureHuman ServicesEducationHealthInternationalHousing & ShelterOther
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

  • BOSTON BALLET INC
    7× · 2019–2025 · $133k · revenue +56%
  • PI
    PIONEER INSTITUTE INC
    6× · 2019–2025 · $75k · revenue +117%
  • Resources for the Future Inc
    7× · 2019–2025 · $55k · revenue +70%

Funded once

  • GU
    GET US PPE
    one grant, 2020 · $2k
  • FAMILY PROMISE INCgraduated
    one grant, 2020 · $2k · revenue +63%
  • MC
    MASS COVIDS RELIEF FUND
    one grant, 2020 · $2k
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
Wentworth Institute of Technology Inc

Wentworth institute of technology is a nationally recognized private coeducational and residential university of higher education with a mission to empower, inspire and innovate through experiential learning with a core purpose of career…

Education
3
President and Fellows of Harvard College

Undergraduate, graduate, and professional education and research across a broad array of academic domains.

Education
4
Massachusetts Higher Education Assistance Corporation

The organization's primary exempt purpose is to provide access to and conduct activities in furtherance of higher education.

—
5
Trustees of Tufts College

Education and Research

Education
6
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
7
President and Trustees of Bates College

Bates is a college of the liberal arts and sciences, and is a coeducational, nonsectarian, residential college with special commitments to academic rigor, and to assuring in all of its efforts the dignity of each individual, and access to…

Education
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
Dean College

Dean college is a private, residential new england college grounded in a culture and tradition that all students deserve the opportunity to discover and exceed their greatest aspirations. a personal and transformative community since 1865,…

Education
10
Worcester Polytechnic Institute

Wpi transforms lives, turns knowledge into action to confront global challenges, and revolutionizes stem through distinctive and inclusive education, projects and research. (http://www.wpi.edu/about/mission.html)

—
11
Northeastern University
Education
12
Northeast College of Health Sciences

Northeast college of health sciences (the college) is committed to academic excellence, leadership, and professional best practices in the health sciences.

Education
How this is measured
The grantee most central to the portfolio’s shape is Hopewell Inc; the most unlike its peers is Dana-Farber Cancer Institute Inc. 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

27 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. 27 of the 40 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)
4
Early backer (in before they grew)
27/27
Grantees still filing
22/27
Grew since first funded

Where the money sits, by cause and then by grantee

BOSTON BALLET INC: $133,000 · Arts & CultureBOSTON BALLET INC+3 more: $4,000 · Arts & CultureMASSBAY CC FOUNDATION: $31,000 · OtherMASSBAY CC FOUNDATIONMGH GENITOURINARY CANCER RESEARCH FUND: $25,000 · OtherMGH GENITOURINARY CANCER RESEARCH …CHURCH OF THE REDEEMER: $21,800 · OtherCHURCH OF THE REDEEMERMAX WARBURG COURAGE CURR: $16,000 · OtherMAX WARBURG COURAGE CURRMASSACHUSETTS EYE & EAR: $15,000 · OtherMASSACHUSETTS EYE & EAR+17 more: $28,500 · Other+17 morePIONEER INSTITUTE INC: $74,500 · EducationPIONEER INSTITUTE INCWellesley College: $7,500 · EducationWellesley CollegeMassachusetts Institute of Technology: $7,000 · EducationMassachusetts Institut…+1 more: $500 · EducationResources for the Future Inc: $55,000 · EnvironmentResources for…Safe Passage: $7,000 · InternationalCAMBODIAN VILLAGE FUND: $6,250 · InternationalPINE STREET INN INC: $3,500 · Human ServicesROGERSON COMMUNITIES INC: $2,500 · Human ServicesHOPEWELL INC: $1,000 · Human ServicesAmerican National Red Cross & Its Constituent Chapters and Branches: $1,000 · Human ServicesDana-Farber Cancer Institute Inc: $4,000 · HealthECONOMIC MOBILITY PATHWAYS INC: $1,500 · HealthDartmouth-Hitchcock Health: $500 · Health
Arts & Culture$137,000Other$137,300Education$89,500Environment$55,000International$13,250Human Services$8,000Health$6,000

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 budgetBOSTON BALLET INC: $133,000 over 7y, 0.2% of budgetPIONEER INSTITUTE INC: $74,500 over 6y, 1.1% of budgetResources for the Future Inc: $55,000 over 7y, 0.1% of budgetWellesley College: $7,500 over 6y, 0.0% of budgetSafe Passage: $7,000 over 4y, 0.1% of budgetMassachusetts Institute of Technology: $7,000 over 7y, 0.0% of budgetCAMBODIAN VILLAGE FUND: $6,250 over 6y, 0.8% of budgetDana-Farber Cancer Institute Inc: $4,000 over 3y, 0.0% of budgetPINE STREET INN INC: $3,500 over 4y, 0.0% of budgetHAWAII FOODBANK INC: $3,000 over 3y, 0.0% of budgetSAFE PASSAGE INC: $3,000 over 2y, 0.1% of budgetVERMONT FOODBANK: $3,000 over 3y, 0.0% of budgetROGERSON COMMUNITIES INC: $2,500 over 2y, 0.0% of budgetROSIE'S PLACE INC: $2,500 over 3y, 0.0% of budgetGREATER BOSTON FOOD BANK INC: $2,000 over 2y, 0.0% of budgetMUSEUM OF FINE ARTS: $2,000 over 2y, 0.0% of budgetFAMILY PROMISE INC: $2,000 over 1y, 0.0% of budgetBOSTON CASA INC: $2,000 over 2y, 0.1% of budgetINTERNATIONAL INSTITUTE OF NEW ENGLAND INC: $1,500 over 2y, 0.0% of budgetECONOMIC MOBILITY PATHWAYS INC: $1,500 over 2y, 0.0% of budget152 COMMONWEALTH FOUNDATION INC: $1,000 over 2y, 0.3% of budgetHOPEWELL INC: $1,000 over 1y, 0.0% of budgetTHE NATIONAL SOC OF THE COLONIAL DAMES OF AMERICA IN THE COMM OF MA: $1,000 over 1y, 0.1% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches: $1,000 over 1y, 0.0% of budgetTHE EPIPHANY SCHOOL INC: $500 over 1y, 0.0% of budgetTRUSTEES OF BOSTON UNIVERSITY: $500 over 1y, 0.0% of budgetDartmouth-Hitchcock Health: $500 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.

Boston Foundation IncRiley Mabel Louise Tr…Bushrod H Campbell & …Amelia Peabody Charit…Liberty Mutual Founda…Citizens Charitable F…Gs Donor Advised Phil…Morgan Stanley Global…Vanguard Charitable E…National Philanthropi…American Online Givin…Donor Advised Charita…
Boston Foundation IncMA16.3× affinity6 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Boston Foundation Inc · Riley Mabel Louise Tr Uwill · Bushrod H Campbell & Adah F Hall Charity Fund · Amelia Peabody Charitable Fund Trust · Liberty Mutual Foundation Inc · Citizens Charitable Foundation · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · Morgan Stanley Global Impact Funding Trust Inc · Vanguard Charitable Endowment Program · National Philanthropic Trust · American Online Giving Foundation Inc · 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 Richard and Diane Schmalensee Foundation funds: left to right is the share of its income from government, bottom to top the share from Richard and Diane Schmalensee Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 20%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%
  • Hopewell Inc: 83% of income from government
  • Safe Passage Inc: 55% of income from government
  • Massachusetts Institute of Technology: 35% of income from government
  • International Institute of New England Inc: 24% of income from government
  • Greater Boston Food Bank Inc: 22% of income from government
  • Boston Casa Inc: 20% of income from government
  • Vermont Foodbank: 13% of income from government
  • Trustees of Boston University: 12% of income from government
  • Pine Street Inn Inc: 11% of income from government
  • Dana-Farber Cancer Institute Inc: 7% of income from government
  • Rogerson Communities Inc: 6% of income from government
  • Economic Mobility Pathways Inc: 6% of income from government
  • Family Promise Inc: 2% of income from government
  • Wellesley College: 1% of income from government
  • Boston Ballet Inc: 0% of income from government
  • The Epiphany School Inc: 0% of income from government
  • Museum of Fine Arts: 0% of income from government
  • Rosie's Place Inc: 0% of income from government
no gov moneyreceives it· size = income
2get no government money at all
2report government grants on their 990 we could not trace to a source (not plotted)
2rely 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 40 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

Play a game based on Richard and Diane Schmalensee’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home