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Susan E Simpson Charitable Foundation at a glance

· Private foundation

Susan E Simpson Charitable Foundation

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.

$7k
Granted FY2023
9
Grants FY2023
6
States reached
$1k
Largest
01What it fundsRead
02The needRead
03Its fieldRead

Read this first · the figures below need context

100% of Susan E Simpson Charitable Foundation’s FY2024 grant dollars went to Fidelity Investments Charitable Gift Fund, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2024 names 0 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2023, the last year Susan E Simpson Charitable Foundation named its own grantees at scale: 8 organizations, $7k. It is dated, not current.

Organizations named directly on the return

3
’21
8
’23
0
’24

Amber years are those where most dollars went to a sponsor.

01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2021 to 2024.

Philanthropy$185kHuman Services$4kHealth$3kArts & Culture$2kHousing & Shelter$2kAnimals$1kYouth Development$1kReligion$1kOther$0
02FY2023 · 9 grants

Where the money goes

Grants by size, and the largest recipients.

$1,000
Median grant
6
States reached
$2k
Total assets
Largest grants
RecipientAmount
Upper Room Family Resource$1,000
Leeburg Hustlers GLACC Inc$1,000
American Friends Garsington Opera$1,000
Emmanuel Episcopal Church$1,000
Easter Seals MA$1,000
Pine Street Inn$500
Nova Ukraine$500
Metro Trans Umbrella Group$500
Rosie's Place$500
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 (FY21–23, $3k) land where the poverty rate runs at 10%, 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 CHILDRENS ROOM: $2k → 8%Pine Street Inn: $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

NH
MA
PA
CA
MO
VA
DE
DC
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 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
Refugepoint Inc

Refugepoint partners with refugees to access life-changing solutions and transforms how the world supports them. refugepoint seeks to expand access to lasting solutions for refugees, especially those facing vulnerabilities who are…

International
2
Unique People Services Aids Programs Inc

To serve holistically and without judgement - those who may have been denied compassionate and considerate treatment elsewhere due to their race, religion, gender, sexual orientation, developmental level health status, criminal or…

Human Services
3
The Philadelphia Center

Hiv/aids counseling/assistance

—
4
Rainbow Health Minnesota

To work for equitable health care access and outcomes for people who experience injustice at the intersection of health status and identity.

Health
5
Prevention Point Pittsburgh

To provide health empowerment services to injection drug users and prevent the spread of hiv.

Health
6
The Bridgespan Group Inc

Bridgespan's mission is to build a better world by strengthening the ability of mission-driven organizations and philanthropists to achieve breakthrough results in addressing society's most important challenges and opportunities.

Community Improvement
7
A Woman's Place Incorporated

To shelter and help empower victims/survivors of domestic abuse to become safe, secure, and self-reliant; and through education and collaboration, to mobilize our community to help prevent domestic violence.

Human Services
8
Aids Project Worcester Inc

Aids project worcester is a nonprofit organization in central massachusetts dedicated to ending the hiv/aids pandemic and fostering wellness through service, advocacy, prevention, education, and collaborative initiatives. we empower and…

Health
9
Pine Street Inn Housing Ii Inc

Pine street inn housing ii, inc. is a massachusetts not-for-profit corporation, which was organized to provide ten elderly individuals with housing facilities and services at the inn's menino house at geneva avenue in boston,…

Housing & Shelter
10
Liberty Place Inc

Liberty Place is committed to providing safe and diverse spaces to live, learn, work and engage in community.

Arts & Culture
11
Russell House Response to Domestic

Provide compassionate services to empower survivors of domestic and sexual violence. we provide emergency shelter, advocacy, counseling, support groups, transporation and a 24/7 crisis line.

Human Services
12
Transition House Inc

Transition house is a human services agency dedicated to preventing and ending domestic violence. the agency provides a continuum of housing resources and holistic support for survivors of violence and their children, as well as prevention…

—
How this is measured
The grantee most central to the portfolio’s shape is Rosie's Place Inc; the most unlike its peers is The Childrens Room Center for Grieving Children. 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

13 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. 13 of the 17 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)
12/13
Grantees still filing
9/13
Grew since first funded

Where the money sits, by cause and then by grantee

FIDELITY INVESTMENTS CHARITABLE GIFT FUND: $185,448 · Community ImprovementFIDELITY INVESTMENTS CHARITABLE GIFT FUNDLeeburg Hustlers GLACC Inc: $1,000 · OtherHORIZONS FOR HOMELESS: $1,000 · OtherTHE UPPER ROOM A FAMILY RESOURCE CENTER: $1,000 · OtherEMMANUEL EPISCOPAL CHURCH: $1,000 · OtherEASTER SEALS: $1,000 · OtherAMERICAN FRIENDS OF GARSINGTON OPERA INC: $1,000 · OtherALLEGHENY HEALTH NETWORK: $1,000 · OtherAMER FRIENDS GARSINGTON OPERA: $1,000 · OtherPREVENTION POINT PHILADELPHIA INC: $500 · OtherCASA RUBY INC: $500 · OtherThe Childrens Room Center for Grieving Children: $2,000 · Human ServicesPINE STREET INN INC: $500 · Human ServicesEASTER SEALS MASSACHUSETTS INC: $1,000 · HealthMetro Trans Umbrella Group: $500 · Civil RightsNOVA UKRAINE: $500 · InternationalROSIE'S PLACE INC: $500 · Housing & Shelter
Community Improvement$185,448Other$9,000Human Services$2,500Health$1,000Civil Rights$500International$500Housing & Shelter$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 budgetFIDELITY INVESTMENTS CHARITABLE GIFT FUND: $185,448 over 1y, 0.0% of budgetThe Childrens Room Center for Grieving Children: $2,000 over 1y, 0.1% of budgetTHE UPPER ROOM A FAMILY RESOURCE CENTER: $1,000 over 2y, 0.1% of budgetEASTER SEALS MASSACHUSETTS INC: $1,000 over 2y, 0.0% of budgetAMERICAN FRIENDS OF GARSINGTON OPERA INC: $1,000 over 1y, 0.6% of budgetPREVENTION POINT PHILADELPHIA INC: $500 over 1y, 0.0% of budgetMetro Trans Umbrella Group: $500 over 1y, 0.1% of budgetPINE STREET INN INC: $500 over 2y, 0.0% of budgetNOVA UKRAINE: $500 over 1y, 0.0% of budgetROSIE'S PLACE INC: $500 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.

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 Pfizer Foundation…The Blackbaud Giving …The Bank of America C…American Online Givin…Donor Advised Charita…Fidelity Investments …Amazonsmile Foundation
The Pfizer Foundation IncNY10.2× affinity4 shared granteesties to 6 of 6Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Pfizer Foundation Inc · The Blackbaud Giving Fund · The Bank of America Charitable Foundation Inc · American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · 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 Susan E Simpson Charitable Foundation funds: left to right is the share of its income from government, bottom to top the share from Susan E Simpson Charitable 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%13%25%38%50%share of the org’s income from government →median 11%
  • Easter Seals Massachusetts Inc: 45% of income from government
  • Pine Street Inn Inc: 11% 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)
0rely on government for over half their income
⤢ axis zoomed · 0–50%
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 17 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 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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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