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· Private foundation

The Allee Foundation

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.

$317k
Granted FY2025still arriving
14
Grants FY2025still arriving
8
States reached
$100k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2022 to 2025.

Education$196kSocial Science$145kHuman Services$50kArts & Culture$22kEnvironment$20kPublic Benefit$20kFood & Nutrition$20kScience & Tech$10k
02FY2025 · 14 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k3 grants · $17k
  • $10k–50k8 grants · $90k
  • $50k–250k3 grants · $210k
$10,000
Median grant
8
States reached
$166k
Total assets
Largest grants
RecipientAmount
The Aspen Institute$100,000
Detroit Acheivement Academy$60,000
YMCA of the Triangle$50,000
Stone Barns Center for Food Agricul$20,000
Nature Conservancy$10,000
Darden School Foundation$10,000
Virginia Museum of History Culture$10,000
St Anne's-Belfield School$10,000
Polaris Charter Academy$10,000
University of Virginia$10,000
New America$10,000
Thomas Jefferson Foundation$6,500
Council for Economic Education$5,000
Citizen University$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 (FY25–25, $50k) land where the poverty rate runs at 8%, against an area that typically sits at 9%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 9%YMCA of the Triangle: $50k → 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.

Which US states its grants reach

WA
IL
MI
NY
MA
CO
VA
NC
DC
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.

79%of every dollar goes to organizations it has funded before.
$371k · 10 repeat orgs$102k to everyone else

10 repeat relationships: 8 still active in FY2025, 2 since wound down; 5 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

10
1

Total granted

$371k
$5k

Still filing today

50%
0%

New vs renewed · share of each year

In FY2025, 69% of grant dollars renewed an existing relationship; $97k went to new ones.

50%100%’22’23’24’25
RenewedFirst-time

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

’22’23’24’25
Social ScienceEducationHuman ServicesArts & CultureInternationalPublic BenefitOther
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

  • THE ASPEN INSTITUTE INC
    4× · 2022–2025 · $135k · revenue +134%
  • THE UNION OF CONCERNED SCIENTISTS INC
    2× · 2023–2024 · $10k · revenue +1%
  • CU
    CITIZEN UNIVERSITY
    2× · 2024–2025 · $10k · revenue +157%

Funded once

  • VC
    Virginia Council on Economic Educat
    one grant, 2024 · $5k
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
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

—
2
Central Indiana Corporate Partnership Inc

Central indiana corporate partnership (cicp) is an alliance of indiana's business and research university leaders coming together to foster long-term prosperity for the region. cicp's mission is to transform the economy of indiana in order…

Community Improvement
3
American Association for the Advancement of Science

Advance science, engineering, and innovation throughout the world for the benefit of all. the world's largest multidisciplinary scientific society and a leading publisher of cutting-edge research through its science family of journals,…

Science & Tech
4
American Enterprise Institute for Public Policy Research

The american enterprise institute is a community of scholars and supporters committed to expanding liberty, increasing individual opportunity, and strengthening free enterprise. aei pursues these ideals through independent thinking and the…

Social Science
5
National Association of Independent Schools Inc

As the largest association of independent schools, nais co-creates the future of education by uniting and empowering our community. we do this through thought leadership, research, creation and curation of resources, and direct…

—
6
The Peak School

The peak school seeks to ignite a passion for learning, to develop students of diverse talents and backgrounds who think critically and act with integrity, and to graduate compassionate, confident, capable students who will embrace their…

Education
7
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
8
The Common Application Inc

The common application is a not-for-profit membership organization of over 1,100 colleges and universities across the globe committed to access, equity, and integrity in the college admission process. every year, over 1.5 million students…

Education
9
University Cooperative School

We take a joyful, community-oriented approach to raising engaged citizens, deep learners, and brave adventurers with the skills, creativity, and heart needed to better the world.

—
10
Climate Catalyst Inc

Climate catalyst sparks collective action to tackle the biggest climate challenges we face today: cutting emissions in heavy industries.

Environment
11
Peter G Peterson Institute for International Economics

The peterson institute for international economics (piie) is an independent nonprofit, nonpartisan research organization dedicated to strengthening prosperity and human welfare in the global economy through expert analysis and practical…

Social Science
12
Competitive Enterprise Institute

Competitive enterprise institute (cei) is a non-profit public policy organization dedicated to the principles of free enterprise and limited government. we believe that consumers are best helped not by government regulation but by being…

—
How this is measured
The grantee most central to the portfolio’s shape is The Aspen Institute Inc; the most unlike its peers is The Nature Conservancy. 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

10 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. 10 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)
10/10
Grantees still filing
4/10
Grew since first funded

Where the money sits, by cause and then by grantee

Detroit Acheivement Academy: $70,000 · OtherDetroit Acheivement AcademyUniversity of Virginia: $40,000 · OtherUniversity of VirginiaDarden School Foundation: $20,000 · OtherDarden School FoundationStone Barns Center for Food Agricul: $20,000 · OtherStone Barns Center for Food AgriculVirginia Museum of History Culture: $15,000 · OtherVirginia Museum of History CultureNatural Resources Defense Council: $10,000 · OtherTHE NATURE CONSERVANCY: $10,000 · OtherNEW AMERICA FOUNDATION: $10,000 · Other+1 more: $5,000 · OtherTHE ASPEN INSTITUTE INC: $135,000 · Social ScienceTHE ASPEN INSTITUTE INCCOUNCIL FOR ECONOMIC EDUCATION: $10,000 · Social ScienceCOUNCIL FOR ECONOMIC EDUCATIONPOLARIS CHARTER ACADEMY: $51,000 · EducationPOLARIS CHARTE…ST ANNE'S-BELFIELD INC: $10,000 · EducationST ANNE'S-BELF…The Young Men's Christian Association of the Triangle Area Inc (4598): $50,000 · Human ServicesThe Young M…THE UNION OF CONCERNED SCIENTISTS INC: $10,000 · InternationalCITIZEN UNIVERSITY: $10,000 · Public BenefitTHOMAS JEFFERSON FOUNDATION INC: $6,500 · Arts & Culture
Other$200,000Social Science$145,000Education$61,000Human Services$50,000International$10,000Public Benefit$10,000Arts & Culture$6,500

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$10M$100Mgrantee revenue →↑ funder's share of their budgetTHE ASPEN INSTITUTE INC: $135,000 over 4y, 0.0% of budgetPOLARIS CHARTER ACADEMY: $51,000 over 4y, 0.3% of budgetThe Young Men's Christian Association of the Triangle Area Inc (4598): $50,000 over 1y, 0.0% of budgetTHE NATURE CONSERVANCY: $10,000 over 1y, 0.0% of budgetST ANNE'S-BELFIELD INC: $10,000 over 1y, 0.0% of budgetTHE UNION OF CONCERNED SCIENTISTS INC: $10,000 over 2y, 0.0% of budgetCOUNCIL FOR ECONOMIC EDUCATION: $10,000 over 2y, 0.1% of budgetCITIZEN UNIVERSITY: $10,000 over 2y, 0.6% 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.

How much its grantees rely on government

Each dot is one organization The Allee Foundation funds: left to right is the share of its income from government, bottom to top the share from The Allee Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%0%1%3%5%funder's share of their income ↑0%6%13%19%25%share of the org’s income from government →
    no gov moneyreceives it· size = income
    1get 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 · 0–25%
    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 The Allee Foundation?

    Find your warmest path to The Allee Foundation 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 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 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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