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· Private foundation

RUTH & PETER METZ FAMILY FOUNDATION co THOMAS PHELAN

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.

$576k
Granted FY2025still arriving
75
Grants FY2025still arriving
13
States reached
$75k
Largest
01What it funds
0198% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Philanthropy$1.6MCommunity Improvement$964kArts & Culture$476kEducation$330kHuman Services$225kEnvironment$194kHealth$131kFood & Nutrition$98kOther$0
02FY2025 · 75 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k51 grants · $156k
  • $10k–50k22 grants · $296k
  • $50k–250k2 grants · $125k
$5,000
Median grant
13
States reached
$10.0M
Total assets
Largest grants
RecipientAmount
GENERATOR INC$75,000
FRIENDS OF THE LENOX MEETING HOUSE$50,000
VERMONT VENTURE NETWORK$35,000
BURLINGTON CITY ARTS FDN$35,000
YMCA of CENTRAL MA$20,000
BTV IGNITE$15,000
PROJECT HOME$14,000
SCHUYKILL RIVER PARK FUND$14,000
UMASS MEMORIAL HEALTH$12,500
ECOTARIUM$10,000
ROOM TO GROW$10,000
WORCESTER COUNTY FOOD BANK$10,000
Individual grant recipient$10,000
MUSIC WORCESTER$10,000
CASA PROJECT WORCESTER CTY$10,000
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 (FY17–25, $200k) land where the poverty rate runs at 15%, against an area that typically sits at 10%. 94% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%PROJECT HOME: $14k → 22%CHARITY NAVIGATOR: $1k → 7%THIRD OPTION FDN: $2k → 6%CHANGING PERSPECTIVES: $4k → 10%PROJECT HOME: $14k → 22%CHARITY NAVIGATOR: $700 → 7%CHANGING PERSPECTIVES: $3k → 10%PROJECT HOME: $14k → 22%CHARITY NAVIGATOR: $700 → 7%PROJECT HOME: $5k → 22%CHARITY NAVIGATOR: $700 → 7%ROOM TO GROW: $10k → 16%LARKIN STREET YOUTH SERVICES: $2k → 10%CHARITY NAVIGATOR: $250 → 7%ROOM TO GROW: $6k → 16%CHARITY NAVIGATOR: $250 → 7%BOSTON HEALTHCARE FOR THE HOMELESS: $5k → 16%LARKIN STREET YOUTH SERVICES: $1k → 10%LUTHERAN SOCIAL SERVICES: $3k → 14%ROOM TO GROW: $5k → 16%ROOM TO GROW: $5k → 16%BOSTON HEALTHCARE FOR THE HOMELESS: $5k → 16%ROOM TO GROW: $5k → 16%ROOM TO GROW: $5k → 16%BOSTON HEALTHCARE FOR THE HOMELESS: $5k → 16%BOSTON HEALTHCARE FOR THE HOMELESS: $4k → 16%ARLINGTON THRIVE: $5k → 7%BOSTON HEALTHCARE FOR THE HOMELESS: $3k → 16%BOSTON HEALTHCARE FOR THE HOMELESS: $3k → 16%BOSTON HEALTHCARE FOR THE HOMELESS: $3k → 16%BOSTON HEALTHCARE FOR THE HOMELESS: $2k → 16%BOSTON HEALTHCARE FOR THE HOMELESS: $2k → 16%COMMUNITY SERVINGS: $2k → 16%ROOM TO GROW: $5k → 16%SPECTRUM YOUTH FAMILY SVCS: $6k → 10%SPECTRUM YOUTH FAMILY SVCS: $5k → 10%THE JANET S MUNT FAMILY ROOM: $5k → 10%THE JANET S MUNT FAMILY ROOM: $5k → 10%SPECTRUM YOUTH FAMILY SVCS: $5k → 10%THE JANET MUNT FAMILY ROOM: $5k → 10%SPECTRUM YOUTH FAMILY SVCS: $5k → 10%SPECTRUM YOUTH FAMILY SERVICES: $5k → 10%THE JANET S MUNT FAMILY ROOM: $4k → 10%THE JANET MUNT FAMILY ROOM: $4k → 10%GREATER BURLINGTON YMCA: $3k → 10%THE JANET S MUNT FAMILY ROOM: $2k → 10%GREATER BURLINGTON YMCA: $2k → 10%OLD SPOKES HOME: $1k → 10%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

VT
WA
NY
MA
IN
OH
PA
NJ
RI
CA
CO
VA
AR
NC
DC
OK
AL
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.
03Its grantees
repeat funding

Who it funds again

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

93%of every dollar goes to organizations it has funded before.
$3.2M · 109 repeat orgs$244k to everyone else

Grantees it renews have grown median revenue +33% since the first grant, against +4% for those funded once.

109 repeat relationships: 66 still active in FY2025, 43 since wound down; 8 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

109
65

Total granted

$3.2M
$186k

Median revenue growth · since first grant

+33%
+4%

Still filing today

54%
58%

New vs renewed · share of each year

In FY2025, 90% of grant dollars renewed an existing relationship; $58k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

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

’17’18’19’20’21’22’23’24’25
Arts & CultureHuman ServicesEducationEnvironmentHealthCommunity ImprovementOther
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

  • GI
    GENERATOR INC
    9× · 2017–2025 · $973k · revenue +41%
  • BC
    BURLINGTON CITY ARTS FOUNDATION INC
    9× · 2017–2025 · $287k · revenue +218%
  • UW
    UNITED WAY OF NORTHWEST VERMONT INC
    9× · 2017–2025 · $72k · revenue +11%

Funded once

  • VW
    VERMONT WORKS FOR WOMEN INCgraduated
    one grant, 2018 · $11k · revenue +46%
  • TW
    THE WILLIAM J GOULD ASSOCIATES INC
    one grant, 2024 · $10k · revenue +7%
  • PT
    PRESERVATION TRUST OF VERMONT INCgraduated
    one grant, 2023 · $6k · revenue +178%
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
Vermont Electric Cooperative Inc

Vermont electric cooperative is a member owned not-for-profit whose mission is to provide safe, affordable, and reliable energy services to its members.

—
2
Boston Architectural College

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

—
3
Wheaton College

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…

Education
4
The University of Vermont Health Network Medical Group Inc

Serve as the governing organization for physicians who are employed to provide clinical services to affiliated member hospitals (the "affiliated hospitals") of the university of vermont health network ("uvm health network").

Health
5
Volunteer Lawyers Project of the Boston Bar Association Inc

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.

Crime & Legal
6
Alliance for a Better Vermont

Conducts and coordinates research of critical issues affecting vermonters. also conducts public opinion research.

—
7
Vermont Foodbank

To gather and share quality food and nurture partnerships so that no one in vermont will go hungry.

Food & Nutrition
8
Massachusetts Council of Human Services Providers Inc

To advance the interests of the human services sector and providers through advocacy, education, and engagement of diverse stakeholders for collective impact.

—
9
Native Plant Trust Inc

The organization's mission is to conserve and promote new england's native plants to ensure healthy, biologically diverse landscapes.

Environment
10
Vermont Sustainable Jobs Fund Inc

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.

Employment
11
Association of Washington Cities

The association of washington cities builds connections between our state's diverse cities and towns, while providing our members with the support needed to thrive through delivery of data-driven education, nationally recognized pooling…

—
12
Vermont Business Roundtable Inc

To sustain a sound economy and preserve vermont's unique quality of life by studying and making recommendations on statewide public policy issues.

—
How this is measured
The grantee most central to the portfolio’s shape is Greater Worcester Community Foundation Inc; 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.
04the grantee network

108 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. 108 of the 186 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.

1
Load-bearing (≥25% of a budget)
23
Early backer (in before they grew)
106/108
Grantees still filing
68/108
Grew since first funded

Where the money sits, by cause and then by grantee

GREATER WORCESTER COMMUNITY FOUNDATION INC: $1,481,500 · PhilanthropyGREATER WORCESTER COMMUNITY FOUNDATI…UNITED WAY OF NORTHWEST VERMONT INC: $72,000 · Philanthropy+6 more: $38,500 · PhilanthropyOLIN COLLEGE: $65,000 · OtherLAUNCH VT: $49,000 · OtherVT ACADEMY OF SCIENCE ENG: $45,000 · OtherSCHUYKILL RIVER PARK FUND: $43,400 · Other+119 more: $1,072,000 · Other+119 moreGENERATOR INC: $972,550 · Community ImprovementGENERATOR INCBTV IGNITE INC: $49,000 · Community Improvement+3 more: $17,000 · Community ImprovementBURLINGTON CITY ARTS FOUNDATION INC: $287,405 · Arts & CultureBURLINGTON C…FRIENDS OF THE LENOX MEETING HOUSE INC: $56,500 · Arts & CultureFRIENDS OF T…SHELBURNE MUSEUM INC: $29,500 · Arts & CultureMUSIC WORCESTER INC: $28,500 · Arts & CultureVERMONT JOURNALISM TRUST LTD: $25,000 · Arts & CultureBOSTON SYMPHONY ORCHESTRA INC: $20,000 · Arts & Culture+11 more: $107,000 · Arts & Culture+11 morePROJECT HOME: $47,250 · Human ServicesROOM TO GROW NATIONAL INC: $41,000 · Human ServicesBOSTON HEALTH CARE FOR THE HOMELESS PROGRAM INC: $30,000 · Human ServicesSPECTRUM YOUTH AND FAMILY SERVICES INC: $26,100 · Human ServicesJanet Munt Family Room: $25,000 · Human Services+11 more: $39,000 · Human ServicesWIKIMEDIA FOUNDATION INC: $50,200 · EducationCHAMPLAIN COLLEGE INCORPORATED: $43,000 · EducationKENYON COLLEGE: $29,000 · EducationTHE CURTIS FUND INC: $22,000 · EducationUNLEASHING THE POWER OF PARTNERSHIP FOR LEARNING INC: $18,000 · Education+5 more: $9,000 · EducationAppalachian Mountain Club: $53,500 · EnvironmentEARTHJUSTICE: $40,500 · EnvironmentNATURAL RESOURCES DEFENSE COUNCIL INC: $25,250 · EnvironmentNATIONAL NETWORK OF ABORTION FUNDS LILITH FUND: $11,750 · EnvironmentTHE TRUSTEES OF RESERVATIONS: $7,500 · Environment+2 more: $3,000 · Environment
Philanthropy$1,592,000Other$1,274,400Community Improvement$1,038,550Arts & Culture$553,905Human Services$208,350Education$171,200Environment$141,500

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 budgetGREATER WORCESTER COMMUNITY FOUNDATION INC: $1,481,500 over 7y, 1.9% of budgetGENERATOR INC: $972,550 over 9y, 22% of budgetBURLINGTON CITY ARTS FOUNDATION INC: $287,405 over 9y, 8.7% of budgetUNITED WAY OF NORTHWEST VERMONT INC: $72,000 over 9y, 0.3% of budgetFRIENDS OF THE LENOX MEETING HOUSE INC: $56,500 over 2y, 3.0% of budgetAppalachian Mountain Club: $53,500 over 9y, 0.0% of budgetWIKIMEDIA FOUNDATION INC: $50,200 over 9y, 0.0% of budgetBTV IGNITE INC: $49,000 over 3y, 29% of budgetPROJECT HOME: $47,250 over 4y, 0.0% of budgetCHAMPLAIN COLLEGE INCORPORATED: $43,000 over 9y, 0.0% of budgetROOM TO GROW NATIONAL INC: $41,000 over 7y, 0.1% of budgetEARTHJUSTICE: $40,500 over 9y, 0.0% of budgetBOSTON HEALTH CARE FOR THE HOMELESS PROGRAM INC: $30,000 over 9y, 0.0% of budgetSHELBURNE MUSEUM INC: $29,500 over 9y, 0.1% of budgetINTERVALE CENTER INC: $29,000 over 8y, 0.4% of budgetKENYON COLLEGE: $29,000 over 9y, 0.0% of budgetMUSIC WORCESTER INC: $28,500 over 3y, 0.8% of budgetSPECTRUM YOUTH AND FAMILY SERVICES INC: $26,100 over 5y, 0.1% of budgetNATURAL RESOURCES DEFENSE COUNCIL INC: $25,250 over 9y, 0.0% of budgetJanet Munt Family Room: $25,000 over 6y, 0.6% of budgetVERMONT JOURNALISM TRUST LTD: $25,000 over 9y, 0.2% of budgetTHE CURTIS FUND INC: $22,000 over 6y, 0.5% of budgetJournalism Funding Partners: $22,000 over 4y, 0.2% of budgetHUMANE SOCIETY OF CHITTENDEN COUNTY: $22,000 over 9y, 0.3% of budgetBOSTON SYMPHONY ORCHESTRA INC: $20,000 over 2y, 0.0% of budgetARLINGTON COMMUNITY FOUNDATION: $18,500 over 4y, 0.1% of budgetUNLEASHING THE POWER OF PARTNERSHIP FOR LEARNING INC: $18,000 over 4y, 1.1% of budgetSARA M HOLBROOK COMMUNITY CENTER INC: $17,000 over 5y, 0.4% of budgetURBAN JUSTICE CENTER: $16,750 over 3y, 0.0% of budgetVERMONT COUNCIL ON THE ARTS INC: $16,500 over 4y, 0.2% of budgetPLANNED PARENTHOOD FEDERATION OF AMERICA INC: $15,250 over 3y, 0.0% of budgetWEST STOCKBRIDGE HISTORICAL SOCIETY: $15,000 over 2y, 9.3% of budgetWORCESTER COUNTY FOOD BANK INC: $15,000 over 2y, 0.1% of budgetWORCESTER CHAMBER MUSIC SOCIETY INC: $15,000 over 2y, 1.1% of budgetWORCESTER NATURAL HISTORY SOCIETY INC: $15,000 over 2y, 0.1% of budgetVermont Public Radio: $15,000 over 6y, 0.0% of budgetCENTER FOR WOMEN & ENTERPRISE INC: $13,000 over 5y, 0.1% of budgetPLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC: $12,000 over 2y, 0.0% of budgetNATIONAL NETWORK OF ABORTION FUNDS LILITH FUND: $11,750 over 5y, 0.1% of budgetArlington Food Assistance Center: $11,500 over 4y, 0.0% of budgetARLINGTON FREE CLINIC INC: $11,500 over 4y, 0.1% of budgetVERMONT WORKS FOR WOMEN INC: $11,000 over 1y, 1.0% of budgetVERMONT PUBLIC CO: $10,000 over 3y, 0.0% of budgetWORCESTER ART MUSEUM: $10,000 over 2y, 0.0% of budgetTHE WILLIAM J GOULD ASSOCIATES INC: $9,500 over 1y, 0.2% of budgetCOMMITTEE ON TEMPORARY SHELTER INC: $9,000 over 6y, 0.1% of budgetARTSWORCESTER INC: $8,000 over 2y, 0.7% of budgetTHE FOOD BANK OF WESTERN MASSACHUSETTS INC: $8,000 over 2y, 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 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 FRIENDS OF THE LENOX MEETING HOUSE INC ↗
  • Who funds Appalachian Mountain Club ↗
  • Who funds WIKIMEDIA FOUNDATION INC ↗
  • Who funds BTV IGNITE INC ↗
  • Who funds PROJECT HOME ↗
  • Who funds CHAMPLAIN COLLEGE INCORPORATED ↗
  • Who funds ROOM TO GROW NATIONAL INC ↗
  • Who funds EARTHJUSTICE ↗
  • Who funds BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM INC ↗
  • Who funds SHELBURNE MUSEUM INC ↗
  • Who funds INTERVALE CENTER INC ↗
  • Who funds KENYON COLLEGE ↗
  • Who funds MUSIC WORCESTER INC ↗
  • Who funds SPECTRUM YOUTH AND FAMILY SERVICES INC ↗
  • Who funds NATURAL RESOURCES DEFENSE COUNCIL INC ↗
  • Who funds Janet Munt Family Room ↗
  • Who funds VERMONT JOURNALISM TRUST LTD ↗
  • Who funds THE CURTIS FUND INC ↗
  • Who funds Journalism Funding Partners ↗
  • Who funds HUMANE SOCIETY OF CHITTENDEN COUNTY ↗
  • Who funds BOSTON SYMPHONY ORCHESTRA INC ↗

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 Vermont Community FoundationVT54.1× affinity28 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

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

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 RUTH & PETER METZ FAMILY FOUNDATION co THOMAS PHELAN funds: left to right is the share of its income from government, bottom to top the share from RUTH & PETER METZ FAMILY FOUNDATION co THOMAS PHELAN. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 170%2%8%17%30%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 8%
  • 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
no gov moneyreceives it· size = income
17get no government money at all
22report government grants on their 990 we could not trace to a source (not plotted)
3rely 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.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to RUTH & PETER METZ FAMILY FOUNDATION co THOMAS PHELAN?

Find your warmest path to RUTH & PETER METZ FAMILY FOUNDATION co THOMAS PHELAN 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 186 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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