Skip to content
Plinth

· Private foundation

Robert and Dana Smith Charitable Foundation C/O Castanea Partners

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.

$1.3M
Granted FY2025still arriving
6
Grants FY2025still arriving
2
States reached
$454k
Largest
01What you fund
0174% classified

What you funded, over time

Every grant clustered by its grantee’s IRS cause code (NTEE), by year — across FY20202025.

Youth Development$1.5MHealth$1.4MEducation$1.2MScience & Tech$250kArts & Culture$208kPhilanthropy$100kRecreation & Sports$50kEnvironment$26kOther$1.7M
02FY2025 · 6 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2025

  • Under $10k1 grant · $5k
  • $50k–250k2 grants · $250k
  • $250k+3 grants · $1.1M
$250,000
Median grant
2
States reached
$1.8M
Total assets
Largest grants
RecipientAmount
BOYS AND GIRLS CLUBS OF BOSTON$454,158
PAN MASSACHUSETTS CHALLENGE$350,000
BOSTON CHILDRENS HOSPITAL$250,000
WOODS HOLE OCEANOGRAPHIC INSTITUTION$150,000
BOSTON MEDICAL CENTER CORPORATION$100,000
SOUTHWEST MONTANA MOUNTAIN BIKE ASSOCIATION$5,000
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Dollar for dollar, your grants (FY20–25) land where the poverty rate runs at 12%, against an area that typically sits at 8%. 66% of your dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 8%PAN MASSACHUSETTS CHALLENGE: $350k → 7%CAPE COD FOUNDATION: $20k → 8%PRESIDENT AND FELLOWS OF HARVAD COLLEGE: $475k → 8%WOODS HOLE OCEANOGRAPHIC INSTITUTION: $150k → 8%BUZZARDS BAY COALITION INC: $26k → 11%BOSTON CHILDRENS HOSPITAL: $325k → 16%HOPEWELL FUND: $100k → 14%PAN MASSACHUSETTS CHALLENGE: $250k → 7%THE CAPE COD FOUNDATION: $20k → 8%PRESIDENT AND FELLOWS OF HARVARD COLLEGE: $125k → 8%WOODS HOLE OCEANOGRAPHIC INSTITUTION: $50k → 8%BOSTON CHILDRENS HOSPITAL: $250k → 16%PAN MASSACHUSETTS CHALLENGE: $250k → 7%PRESIDENT AND FELLOWS OF HARVARD COLLEGE: $125k → 8%WOODS HOLE OCEANOGRAPHIC INSTITUTION: $50k → 8%BOSTON CHILDRENS HOSPITAL: $250k → 16%PAN MASSACHUSETS CHALLENGE: $250k → 7%BOSTON CHILDRENS HOSPITAL: $138k → 16%PAN MASSACHUSETTS CHALLENGE: $250k → 7%BOSTON CHILDRENS HOSPITAL: $125k → 16%PAN MASSACHUSETS CHALLENGE: $250k → 7%BOSTON CHILDRENS HOSPITAL: $125k → 16%NOBLE AND GREENOUGH SCHOOL: $150k → 7%BOSTON MEDICAL CENTER CORPORATION: $100k → 16%NOBLE AND GREENOUGH SCHOOL: $150k → 7%THE GREATER BOSTON FOOD BANK: $50k → 16%FACING HISTORY AND OURSELVES: $100k → 7%DANA FARBER CANCER INSTITUTE: $100k → 16%FACING HISTORY AND OURSELVES: $100k → 7%ZUMIX INC: $8k → 16%BOYS AND GIRLS CLUBS OF BOSTON: $454k → 16%BOYS AND GIRLS CLUB OF BOSTON INC: $300k → 16%BOYS AND GIRLS CLUBS OF BOSTON: $280k → 16%BOYS AND GIRLS CLUBS OF BOSTON: $200k → 16%BOYS AND GIRLS CLUBS OF BOSTON INC: $165k → 16%BOYS AND GIRLS CLUBS OF BOSTON: $113k → 16%RE-IMAGINING MIGRATION: $50k → 16%YEAR UP INC: $50k → 16%THE BASEBALL INC: $50k → 16%BROWN PEACE INSTITUTE: $10k → 16%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein 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 — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

92%of every dollar goes to organizations you’ve funded before.
$5.1M · 6 repeat orgs$449k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +49% since the first grant, against +3% for the ones you funded once.

6 repeat relationships — 4 still active in FY2025, 2 since wound down; 2 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

6
8

Total granted

$5.1M
$344k

Median revenue growth · since first grant

+49%
+3%

Still filing today

100%
100%

New vs renewed · share of each year

In FY2025, 92% of grant dollars renewed an existing relationship; $105k 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
HealthEducationYouth DevelopmentArts & CultureScience & TechRecreation & SportsOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). 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

  • PAN-MASSACHUSETTS CHALLENGE INC
    6× · 2020–2025 · $1.6M · revenue +49%
  • BG
    BOYS & GIRLS CLUBS OF BOSTON INC
    6× · 2020–2025 · $1.5M · revenue +100%
  • CH
    Children's Hospital Corporation
    6× · 2020–2025 · $1.2M · revenue +55%

Funded once

  • Dana-Farber Cancer Institute Inc
    one grant, 2023 · $100k · revenue +3%
  • YEAR UP INC
    one grant, 2020 · $50k · revenue -18%
  • TB
    THE BASEBALL INCgraduated
    one grant, 2024 · $50k · revenue +52%

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

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.

1
Boston Architectural College

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

2
Massachusetts Institute of Technology

The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.

Education
3
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.…

4
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
5
The Broad Institute Inc

The mission of the broad institute is to propel progress in biomedicine, through research aimed at the understanding and treatment of disease and the dissemination of scientific knowledge to the scientific community to benefit the public.…

Health
6
Buckingham Browne & Nichols School

Bb&n, an all gender day school in cambridge, massachusetts, was established in 1974 by the merger of two independent schools, the buckingham school and the browne & nichols school, founded respectively in 1889 and 1883. located on multiple…

Education
7
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
8
Massachusetts Higher Education Assistance Corporation

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

9
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
10
Mass General Brigham Health Plan Inc

Mass general brigham health plan's mission is to promote the health and wellness of our members, and to help ensure equitable, affordbale health care for the diverse communities we serve.

Health
11
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
12
Boston Foundation Inc

As Greater Boston's community foundation, the Boston Foundation devotes its resources to expanding opportunities, improving lives and strengthening communities. See Schedule OThe Foundation fulfills this mission in three principal ways:…

Philanthropy

For reference, the grantee most central to the portfolio’s shape is Noble and Greenough School and 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

18 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 18 of the 19 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
18/18
Grantees still filing
13/18
Grew since you first funded

Where your money sits — by cause, then by grantee

PAN-MASSACHUSETTS CHALLENGE INC — $1,600,000 · OtherPAN-MASSACHUSETTS CHALLENGE IN…+4 more — $130,964 · Other+4 moreBOYS & GIRLS CLUBS OF BOSTON INC — $1,511,658 · Youth DevelopmentBOYS & GIRLS CLUBS OF BOST…+1 more — $10,000 · Youth DevelopmentChildren's Hospital Corporation — $1,212,500 · HealthChildren's Hospital Corpo…Dana-Farber Cancer Institute Inc — $100,000 · HealthDana-Farber Cancer Instit…BOSTON MEDICAL CENTER CORPORATION — $100,000 · HealthBOSTON MEDICAL CENTER COR…President and Fellows of Harvard College — $725,000 · EducationPresident and Fellow…NOBLE AND GREENOUGH SCHOOL — $300,000 · EducationNOBLE AND GREENOUGH …YEAR UP INC — $50,000 · EducationRE-IMAGINING MIGRATION INC — $50,000 · EducationCape Cod Foundation Inc — $40,000 · EducationWOODS HOLE OCEANOGRAPHIC INSTITUTION — $250,000 · Science & TechFACING HISTORY & OURSELVES INC — $200,000 · Arts & CultureZUMIX INC — $7,800 · Arts & CultureHOPEWELL FUND — $100,000 · Philanthropy
Other$1,730,964Youth Development$1,521,658Health$1,412,500Education$1,165,000Science & Tech$250,000Arts & Culture$207,800Philanthropy$100,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$10M$100Mgrantee revenue →↑ your share of their budgetPAN-MASSACHUSETTS CHALLENGE INC — $1,600,000 over 6y, 0.4% of budgetBOYS & GIRLS CLUBS OF BOSTON INC — $1,511,658 over 6y, 1.4% of budgetChildren's Hospital Corporation — $1,212,500 over 6y, 0.0% of budgetPresident and Fellows of Harvard College — $725,000 over 3y, 0.0% of budgetNOBLE AND GREENOUGH SCHOOL — $300,000 over 2y, 0.3% of budgetWOODS HOLE OCEANOGRAPHIC INSTITUTION — $250,000 over 3y, 0.0% of budgetFACING HISTORY & OURSELVES INC — $200,000 over 2y, 0.4% of budgetDana-Farber Cancer Institute Inc — $100,000 over 1y, 0.0% of budgetHOPEWELL FUND — $100,000 over 1y, 0.1% of budgetYEAR UP INC — $50,000 over 1y, 0.0% of budgetTHE BASEBALL INC — $50,000 over 1y, 1.6% of budgetRE-IMAGINING MIGRATION INC — $50,000 over 1y, 4.6% of budgetGREATER BOSTON FOOD BANK INC — $50,000 over 1y, 0.0% of budgetCape Cod Foundation Inc — $40,000 over 2y, 0.2% of budgetBUZZARDS BAY COALITION — $25,964 over 1y, 0.2% of budgetLOUIS D BROWN PEACE INSTITUTE CORP — $10,000 over 1y, 0.5% of budgetZUMIX INC — $7,800 over 1y, 0.3% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

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 set of overlaps that mostly run through you, not between each other.

Fidelity Investments Charitable Gift FundMA6× affinity4 shared granteesties to 0 of 0Hover any node to trace its alignments.Compare side by side →

Open a dossier: Fidelity Investments Charitable Gift Fund

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.

Government reliance of your grantees

Every dot is one organization Robert and Dana Smith Charitable Foundation C/O Castanea Partners 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, a single department, or state — and drag the year to watch it move.

2024
202122232425
no gov · 30%0%1%3%5%your share of their income ↑0%19%38%56%75%share of the org’s income from governmentmedian 7%
  • Woods Hole Oceanographic Institution63% of income from government
  • Buzzards Bay Coalition37% of income from government
  • Louis D Brown Peace Institute Corp32% of income from government
  • Boston Medical Center Corporation23% of income from government
  • Greater Boston Food Bank Inc22% of income from government
  • Children's Hospital Corporation10% of income from government
  • President and Fellows of Harvard College7% of income from government
  • Dana-Farber Cancer Institute Inc7% of income from government
  • Zumix Inc5% of income from government
  • Boys & Girls Clubs of Boston Inc2% of income from government
  • Cape Cod Foundation Inc2% of income from government
  • The Baseball Inc1% of income from government
  • Year Up Inc0% of income from government
  • Pan-Massachusetts Challenge Inc0% of income from government
no gov moneyreceives it· size = income
3get no government money at all
1rely on government for over half their income
⤢ axis zoomed · 0–75%
typical government reliance, FY2025

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 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.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 19 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your 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. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

More from the funding graph