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· Private foundation

S Elizabeth O'Brien Trust

Its FY2020 filing reports that it accepted unsolicited grant applications.

$383k
Granted FY2020
12
Grants FY2020
1
States reached
$57k
Largest
01What it funds
0196% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2020.

Health$718kEducation$255kCivil Rights$50kHuman Services$5kOther$0
02FY2020 · 12 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2020

  • Under $10k2 grants · $15k
  • $10k–50k5 grants · $107k
  • $50k–250k5 grants · $262k
$45,000
Median grant
1
States reached
$8.1M
Total assets
Largest grants
RecipientAmount
UNIVERSITY OF MASSACHUSETTS$56,756
DANA FARBER CANCER$54,896
PERKINS SCHOOL FOR THE BLIND$50,000
CARROLL CENTER FOR THE$50,000
MAB COMMUNITY SERVICES$50,000
BOSTON MEDICAL CENTER INC$45,000
THE GUILD FOR HUMAN SERVICES INC$25,000
SOUTHCOAST VISITING NURSE ASSOC$15,000
LOWELL ASSOCIATION FOR THE BLIND$11,500
LUCYS LOVE BUS CHARITABLE TRUST$10,000
HEALTH RESOURCES IN ACTION INC$9,731
YWCA OF SOUTHEASTERN MASS$5,000
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 (FY20–20, $25k) land where the poverty rate runs at 8%, against an area that typically sits at 8%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 8%THE GUILD FOR HUMAN SERVICES INC: $25k → 8%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.
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.

54%of every dollar goes to organizations it has funded before.
$602k · 5 repeat orgs$506k to everyone else

Grantees it renews have grown median revenue +115% since the first grant, against +85% for those funded once.

5 repeat relationships: 4 still active in FY2020, 1 since wound down; 8 grantees were first funded in FY2020 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

5
5

Total granted

$602k
$323k

Median revenue growth · since first grant

+115%
+85%

Still filing today

100%
40%

New vs renewed · share of each year

In FY2020, 52% of grant dollars renewed an existing relationship; $183k went to new ones.

50%100%’17’18’20
RenewedFirst-time

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

’17’18’20
HealthEducationHuman ServicesOther
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

  • Dana-Farber Cancer Institute Inc
    2× · 2017–2020 · $183k · revenue +162%
  • BOSTON MEDICAL CENTER CORPORATION
    3× · 2017–2020 · $171k · revenue +115%
  • MC
    MAB COMMUNITY SERVICES INC
    3× · 2017–2020 · $80k · revenue +149%

Funded once

  • MG
    MASS GENERAL BRIGHAM INCORPORATEDgraduated
    one grant, 2018 · $103k · revenue +85%
  • IG
    Individual grant recipient
    one grant, 2017 · $80k
  • UO
    UNIVERSITY OF MARYLAND
    one grant, 2018 · $80k
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
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
2
Joslin Clinic Inc

To provide the highest quality specialty medical care to patients with diabetes and diabetes related conditions and to search for a cure.

Health
3
Winchester Hospital

The mission of winchester hospital is "to care. to heal. to excel." this ethos provides each and every staff member with clear expectations, promoting teamwork and respect while ensuring safety, quality and empathy for patients. winchester…

Health
4
Beth Israel Deaconess Hospital - Milton

The mission of the beth israel deaconess hospital-milton, inc. (bid-milton or hospital) is to provide safe, high-quality, community-based health care and access to tertiary care in close collaboration with its sister hospital, beth israel…

Health
5
Beth Israel Lahey Health Inc

Beth israel lahey health inc.'s mission is to support its affiliates and their healthcare missions, to improve the health of patients, their families and the communities served and as a network its purpose is to create healthier…

Health
6
Beth Israel Deaconess Hospital-Plymouth Inc

The mission of the beth israel deaconess hospital-plymouth, inc. (bid-plymouth or hospital) is to improve the health and well-being of its patients and communities by providing a full continuum of healthcare services with excellence and…

Health
7
Northeast Hospital Corporation

Centering on a concept and continuum of care that embraces the health, well-being and dignity of each patient, regardless of their ability to pay, northeast hospital corporation (nhc) has four facilities, beverly hospital, addison gilbert…

Health
8
Beth Israel Lahey Health Primary Care

Beth israel lahey health primary care (bilhpc) is a network of community based physicians affiliated with the beth israel lahey health (bilh) network and serving the patients and communities served by the lahey clinic hospital (lahey…

—
9
Northeast Behavioral Health Corporation

The mission of northeast behavioral health corporation d/b/a beth israel lahey health behavioral services' (bilhbs) is to provide personal, compassionate, state-of-the-art, integrated behavioral healthcare that makes a difference in the…

Health
10
Beth Israel Deaconess Medical Center Inc

Tertiary care academic medical center

Health
11
Lahey Clinic Inc

Lahey clinic (lc) provides the highest quality interdisciplinary and coordinated patient care leading to the best possible outcomes and experiences for every patient, advancing medicine through research and educating tomorrow's health care…

Health
12
Lahey Clinic Foundation Inc

The lahey clinic foundation, inc. (lcf) serves as the sole member and supports the lahey clinic (lc) and lahey clinic hospital d/b/a lahey hospital & medical center (lhmc), enabling lhmc and lc to provide superior health care leading to…

Health
How this is measured
The grantee most central to the portfolio’s shape is The Carroll Center for the Blind 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

12 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. 12 of the 18 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)
1
Early backer (in before they grew)
12/12
Grantees still filing
11/12
Grew since first funded

Where the money sits, by cause and then by grantee

Dana-Farber Cancer Institute Inc: $183,246 · HealthDana-Farber Cancer Institute IncBOSTON MEDICAL CENTER CORPORATION: $171,400 · HealthBOSTON MEDICAL CENTER CORPORATIONJOSLIN DIABETES CENTER INC: $102,500 · HealthJOSLIN DIABETES CENTER INCMASS GENERAL BRIGHAM INCORPORATED: $102,500 · HealthMASS GENERAL BRIGHAM INCORPORATEDMAB COMMUNITY SERVICES INC: $80,000 · HealthMAB COMMUNITY SERVICES INC+4 more: $43,500 · Health+4 moreIndividual grant recipient: $80,000 · OtherIndividual grant recipientUNIVERSITY OF MARYLAND: $80,000 · OtherUNIVERSITY OF MARYLANDUNIVERSITY OF MASSACHUSETTS: $56,756 · OtherUNIVERSITY OF MASSACHUSETTSPRES & FELLOW OF HARVARD COLLEGE: $53,175 · OtherPRES & FELLOW OF HARVARD COLLEGECARROLL CENTER FOR THE: $50,000 · OtherCARROLL CENTER FOR THE+2 more: $14,731 · OtherPERKINS SCHOOL FOR THE BLIND: $65,000 · EducationTHE GUILD FOR HUMAN SERVICES INC: $25,000 · Human Services
Health$683,146Other$334,662Education$65,000Human Services$25,000

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 budgetDana-Farber Cancer Institute Inc: $183,246 over 2y, 0.0% of budgetBOSTON MEDICAL CENTER CORPORATION: $171,400 over 3y, 0.0% of budgetJOSLIN DIABETES CENTER INC: $102,500 over 2y, 0.1% of budgetMASS GENERAL BRIGHAM INCORPORATED: $102,500 over 1y, 0.0% of budgetMAB COMMUNITY SERVICES INC: $80,000 over 3y, 0.2% of budgetPERKINS SCHOOL FOR THE BLIND: $65,000 over 2y, 0.1% of budgetTHE GUILD FOR HUMAN SERVICES INC: $25,000 over 1y, 0.1% of budgetSOUTHCOAST VISITING NURSE ASSOCIATION INC: $15,000 over 1y, 0.0% of budgetLOWELL ASSOCIATION FOR THE BLIND INC: $11,500 over 1y, 4.0% of budgetLUCY'S LOVE BUS CHARITABLE TRUST INC: $10,000 over 1y, 1.3% of budgetHEALTH RESOURCES IN ACTION INC: $9,731 over 1y, 0.0% of budgetTHE CARROLL CENTER FOR THE BLIND INC: $7,000 over 1y, 0.1% 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.

Fidelity Investments Charitable Gift FundMA5.3× affinity4 shared granteesties to 1 of 1Hover any node to trace its alignments.Compare side by side →

Open a dossier: Fidelity Investments Charitable Gift Fund · Amazonsmile 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 S Elizabeth O'Brien Trust funds: left to right is the share of its income from government, bottom to top the share from S Elizabeth O'Brien Trust. 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%23%45%68%90%share of the org’s income from government →median 35%
  • Mab Community Services Inc: 69% of income from government
  • Lowell Association for the Blind Inc: 49% of income from government
  • The Guild for Human Services Inc: 44% of income from government
  • Health Resources in Action Inc: 39% of income from government
  • Joslin Diabetes Center Inc: 35% of income from government
  • Boston Medical Center Corporation: 23% of income from government
  • Perkins School for the Blind: 7% of income from government
  • Dana-Farber Cancer Institute Inc: 7% of income from government
  • Southcoast Visiting Nurse Association Inc: 7% of income from government
  • The Carroll Center for the Blind Inc: 3% of income from government
no gov moneyreceives it· size = income
2get no government money at all
1rely 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 18 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 2020, released 2020. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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