· Private foundation
RUTH & PETER METZ FAMILY FOUNDATION co THOMAS PHELAN
Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
What you funded, over time
Every grant clustered by its grantee’s IRS cause code (NTEE), by year — across FY2017–2024.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2024
- Under $10k81 grants · $266k
- $10k–50k17 grants · $239k
- $50k–250k1 grant · $91k
| Recipient | Amount |
|---|---|
| GENERATOR INC | $91,000 |
| BURLINGTON CITY ARTS FDN | $35,000 |
| BTV IGNITE | $32,500 |
| MUSIC WORCESTER | $15,500 |
| YMCA of CENTRAL MA | $15,000 |
| SCHUYKILL RIVER PARK FUND | $14,000 |
| PROJECT HOME | $14,000 |
| UMASS MEMORIAL HEALTH | $12,500 |
| MONTESSORI SCHOOL OF THE BERKSHIRES | $10,300 |
| BOSTON SYMPHONY ORCHESTRA | $10,000 |
| VT ACADEMY OF SCIENCE ENG | $10,000 |
| MA AUDOBON SOCIETY | $10,000 |
| W STOCKBRIDGE HIST SOCIETY | $10,000 |
| WORCESTER CHAMBER MUSIC STY | $10,000 |
| CASA PROJECT WORCESTER CTY | $10,000 |
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.
Your human-services grants (FY17–24, $167k) land where the poverty rate runs at 15%, against an area that typically sits at 10%. 98% of those dollars go to grantees based in above-average-need neighborhoods. 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 linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
Which US states your grants reach
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.
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.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +38% since the first grant, against +26% for the ones you funded once.
87 repeat relationships — 52 still active in FY2024, 35 since wound down; 46 grantees were first funded in FY2024 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 62% of grant dollars renewed an existing relationship; $226k went to new ones.
Where new relationships form · theme of each grantee’s first grant
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
- GIGENERATOR INC8× · 2017–2024 · $898k · revenue +41%
- BCBURLINGTON CITY ARTS FOUNDATION INC8× · 2017–2024 · $252k · revenue +218%
- UWUNITED WAY OF NORTHWEST VERMONT INC8× · 2017–2024 · $66k · revenue +11%
Funded once
- VWVERMONT WORKS FOR WOMEN INCgraduatedone grant, 2018 · $11k · revenue +46%
- PTPRESERVATION TRUST OF VERMONT INCgraduatedone grant, 2023 · $6k · revenue +28%
- FHFARMING HOPEgraduatedone grant, 2021 · $6k · revenue +121%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
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.
Vermont electric cooperative is a member owned not-for-profit whose mission is to provide safe, affordable, and reliable energy services to its members.
See schedule othe mission of the vermont council on world affairs is to promote awareness and understanding of the world and its people, places and cultures through education and engagement. the future of vermont depends upon the world…
The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.
Wheaton college provides a transformative liberal arts education, combining theory and practice, for intellectually curious students within a collaborative and vibrant extended community and network that values and strives to create an…
Conducts and coordinates research of critical issues affecting vermonters. also conducts public opinion research.
The mission of the volunteer lawyers project of the boston bar association is to increase access to justice by delivering high quality pro bono civil legal services to eligible clients in the greater boston area.
To gather and share quality food and nurture partnerships so that no one in vermont will go hungry.
To advance the interests of the human services sector and providers through advocacy, education, and engagement of diverse stakeholders for collective impact.
To sustain a sound economy and preserve vermont's unique quality of life by studying and making recommendations on statewide public policy issues.
The organization's mission is to conserve and promote new england's native plants to ensure healthy, biologically diverse landscapes.
We nurture the economic prosperity, ecological health, and social connectivity of people, businesses, organizations and communities in vermont for the benefit and well-being of all who live here.
The organization's primary exempt purpose is to provide access to and conduct activities in furtherance of higher education.
For reference, the grantee most central to the portfolio’s shape is Greater Worcester Community Foundation Inc and the most unlike its peers is Partners in Health a Nonprofit Corporation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.
Your grantees are a median of 35 years old; the field is 16. You back the established end — and your money leans older still.
The field is 22% startups (under 5 years old) — 3% of your grantees by number, and just 1% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 13% 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.
103 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 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 103 of the 178 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.
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
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.
- Who funds GREATER WORCESTER COMMUNITY FOUNDATION INC ↗
- Who funds GENERATOR INC ↗
- Who funds BURLINGTON CITY ARTS FOUNDATION INC ↗
- Who funds UNITED WAY OF NORTHWEST VERMONT INC ↗
- Who funds Appalachian Mountain Club ↗
- Who funds WIKIMEDIA FOUNDATION INC ↗
- Who funds CHAMPLAIN COLLEGE INCORPORATED ↗
- Who funds EARTHJUSTICE ↗
- Who funds BTV IGNITE INC ↗
- Who funds PROJECT HOME ↗
- Who funds ROOM TO GROW NATIONAL INC ↗
- Who funds INTERVALE CENTER INC ↗
- Who funds BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM INC ↗
- Who funds SHELBURNE MUSEUM INC ↗
- Who funds SPECTRUM YOUTH AND FAMILY SERVICES INC ↗
- Who funds Janet Munt Family Room ↗
- Who funds KENYON COLLEGE ↗
- Who funds NATURAL RESOURCES DEFENSE COUNCIL INC ↗
- Who funds VERMONT JOURNALISM TRUST LTD ↗
- Who funds THE CURTIS FUND INC ↗
- Who funds HUMANE SOCIETY OF CHITTENDEN COUNTY ↗
- Who funds MUSIC WORCESTER INC ↗
- Who funds UNLEASHING THE POWER OF PARTNERSHIP FOR LEARNING INC ↗
- Who funds SARA M HOLBROOK COMMUNITY CENTER INC ↗
- Who funds URBAN JUSTICE CENTER ↗
- Who funds VERMONT COUNCIL ON THE ARTS INC ↗
- Who funds PLANNED PARENTHOOD FEDERATION OF AMERICA INC ↗
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 Vermont Community Foundation · National Life Group Charitable Foundation Inc · Ben & Jerry's Foundation Inc · The Morris & Bessie Altman Foundation · George W Mergens Foundation · The Windham Foundation Inc · United Way of Northwest Vermont Inc · The Waterwheel Foundation · Antonio B and Rita M Pomerleau Foundation Inc · The Argosy Foundation · The Onda Foundation Inc · Mascoma Bank Foundation
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 RUTH & PETER METZ FAMILY FOUNDATION co THOMAS PHELAN 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.
- Vermont Humanities Council — 67% of income from government
- Vermont Works for Women Inc — 52% of income from government
- Committee On Temporary Shelter Inc — 52% of income from government
- Janet Munt Family Room — 44% of income from government
- King Street Center Inc — 43% of income from government
- United Way of Northwest Vermont Inc — 34% of income from government
- Preservation Trust of Vermont Inc — 29% of income from government
- Center for Women & Enterprise Inc — 27% of income from government
- Hunger Free Vermont Inc — 24% of income from government
- Champlain Valley Office of Economic Opportunity Inc — 23% of income from government
- United Way of Massachusetts Bay Inc — 23% of income from government
- Vermont Council On the Arts Inc — 20% of income from government
- Vermont Council On Rural Development Inc — 17% of income from government
- Boys and Girls Club of Burlington Inc — 16% of income from government
- Intervale Center Inc — 13% of income from government
- Community Servings Inc — 12% of income from government
- Vermont Symphony Orchestra Association Inc — 11% of income from government
- Volunteers in Medicine-Berkshires Inc — 10% of income from government
- Shelburne Museum Inc — 9% of income from government
- Worcester Natural History Society Inc — 8% of income from government
- Boston Health Care for the Homeless Program Inc — 8% of income from government
- Music Worcester Inc — 7% of income from government
- American Antiquarian Society — 7% of income from government
- Burlington City Arts Foundation Inc — 6% of income from government
- Gaining Ground Inc — 5% of income from government
- Worcester Chamber Music Society Inc — 5% of income from government
- Planned Parenthood League of Massachusetts Inc — 3% of income from government
- Artsworcester Inc — 2% of income from government
- The Trustees of Reservations — 2% of income from government
- Appalachian Mountain Club — 1% of income from government
- President and Fellows of Middlebury College — 1% of income from government
- Worcester Art Museum — 1% of income from government
- Worcester County Food Bank Inc — 1% of income from government
- Greater Worcester Community Foundation Inc — 1% of income from government
- Boston Symphony Orchestra Inc — 0% of income from government
- Vermont Public Co — 0% of income from government
- Vermont Journalism Trust Ltd — 0% of income from government
- Champlain College Incorporated — 0% of income from government
- Partners in Health a Nonprofit Corporation — 0% of income from government
- The Vermont Community Foundation — 0% of income from government
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.
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