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· Private foundation

The Cotswold 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.

$3.3M
Granted FY2020
70
Grants FY2020
12
States reached
$600k
Largest
01What it funds
0191% classified

What it funded, over time

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

Health$1.5MScience & Tech$897kEducation$845kAnimals$684kArts & Culture$467kReligion$116kEnvironment$90kInternational$80kOther$0
02FY2020 · 70 grants

Where the money goes

Grants by size, and the largest recipients.

How this is measured
The 70 grants below total $3,159,050, the rows itemized in this filing. The $3,323,550 headline is the total grant expense on the return; the other $164,500 is giving the schedule does not break out (grants under the $5,000 itemization floor, grants to individuals, grants on other schedules). Every figure below describes the itemized rows only.

By grant size · FY2020

  • Under $10k32 grants · $79k
  • $10k–50k28 grants · $424k
  • $50k–250k7 grants · $1.2M
  • $250k+3 grants · $1.5M
$10,000
Median grant
12
States reached
$18M
Total assets
Largest grants
RecipientAmount
Mount Desert Island Biological Laboratory$600,000
University of Pennsylvania$500,000
Mount Desert Island Hospital$401,000
Academy of Natural Sciences$238,000
Perlman School of Medicine of the University of Pennsylvania$200,000
Lankenau Institute for Medical Research$180,200
Philadelphia Museum of Art$170,000
Missoula Butterfly House and Insectarium$167,000
Lankenau Medical Center$100,000
Drexel University$100,000
SquashSmarts, Inc.$25,000
Group for Advancement of Psychiatry$25,000
Annunciation House$25,000
Duke University Medical Center$25,000
Missoula Food Bank$25,000
02Its grantees
repeat funding

Who it funds again

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

51%of every dollar goes to organizations it has funded before.
$2.3M · 38 repeat orgs$2.1M to everyone else

Grantees it renews have grown median revenue +28% since the first grant, against +6% for those funded once.

38 repeat relationships: 38 still active in FY2020, 0 since wound down; 30 grantees were first funded in FY2020 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

38
28

Total granted

$2.3M
$665k

Median revenue growth · since first grant

+28%
+6%

Still filing today

50%
46%

New vs renewed · share of each year

In FY2020, 45% of grant dollars renewed an existing relationship; $1.5M went to new ones.

50%100%’18’20
RenewedFirst-time

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

’18’20
EducationHealthScience & TechEnvironmentRecreation & SportsArts & CultureOther
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

  • PM
    PHILADELPHIA MUSEUM OF ART
    2× · 2018–2020 · $444k · revenue +28%
  • TA
    THE ACADEMY OF NATURAL SCIENCES OF PHILADELPHIA
    2× · 2018–2020 · $242k · revenue +8%
  • MB
    MISSOULA BUTTERFLY HOUSE AND INSECTARIUM
    2× · 2018–2020 · $182k · revenue +193%

Funded once

  • MD
    Mount Desert Island Biological Library
    one grant, 2018 · $500k
  • UO
    University of Pittsburgh/Medical & Health Sciences Foundation
    one grant, 2018 · $100k
  • NC
    Nature Conservancy of Montana
    one grant, 2018 · $10k
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.

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
Massachusetts Institute of Technology

The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.

Education
2
Boston Architectural College

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

—
3
American Museum of Natural History

The museum's mission statement is: "to discover, interpret, and disseminate - through scientific research and education - knowledge about human cultures, the natural world, and the universe."

Arts & Culture
4
The Trustees of Princeton University

Research, education and general - princeton university is a private not-for-profit, non-sectarian institution of higher learning with approximately 5,700 undergraduate and 3,300 graduate students. 2,500 students graduated in the 2024-2025…

Education
5
Worcester Polytechnic Institute

Wpi transforms lives, turns knowledge into action to confront global challenges, and revolutionizes stem through distinctive and inclusive education, projects and research. (http://www.wpi.edu/about/mission.html)

—
6
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
7
Trustees of Dartmouth College

Dartmouth College educates the most promising students and prepares them for a lifetime of learning and of responsible leadership, through a faculty dedicated to teaching and the creation of knowledge.

Education
8
Marine Biological Laboratory

The Marine Biological Laboratory (MBL) is a world-renowned center for biological discovery and training that is notably affiliated with more than 60 Nobel Prize winners. Research is conducted by full-time faculty as well as hundreds of the…

Science & Tech
9
Lowell Observatory

The mission of lowell observatory is to pursue the study of astronomy, especially the study of our solar system and its evolution; to conduct pure research in astronomical phenomena; and to maintain quality public education and outreach…

Science & Tech
10
Institute for Advanced Study - Louis Bamberger & Mrs Felix Fuld Foundation

The institute for advanced study (the institute) is one of the world's leading centers for theoretical research and intellectual inquiry. see schedule o.

Science & Tech
11
Manhattanville University

To educate students to be ethical and socially responsible leaders in a global community.

Education
12
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.

—
How this is measured
The grantee most central to the portfolio’s shape is Wikimedia Foundation Inc; the most unlike its peers is Operation Scarlet Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
03the grantee network

50 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. 50 of the 98 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)
12
Early backer (in before they grew)
50/50
Grantees still filing
42/50
Grew since first funded

Where the money sits, by cause and then by grantee

Perlman School of Medicine of the University of Pennsylvania: $600,000 · OtherPerlman School of Medicine of the University of…Mount Desert Island Biological Library: $500,000 · OtherMount Desert Island Biological LibraryLANKENAU INSTITUTE FOR MEDICAL RESEARCH: $180,200 · OtherLANKENAU INSTITUTE FOR MEDICAL RESEARCHUniversity of Pittsburgh/Medical & Health Sciences Foundation: $100,000 · Other+63 more: $685,663 · Other+63 moreMount Desert Island Biological Laboratory: $600,000 · Science & TechMount Desert Island…THE ACADEMY OF NATURAL SCIENCES OF PHILADELPHIA: $241,500 · Science & TechTHE ACADEMY OF NATU…+1 more: $1,000 · Science & TechTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $500,000 · EducationTRUSTEES OF THE U…DREXEL UNIVERSITY: $150,000 · EducationDREXEL UNIVERSITYSHIPLEY SCHOOL: $45,500 · EducationSHIPLEY SCHOOLDUKE UNIVERSITY: $30,000 · Education+9 more: $38,870 · EducationMOUNT DESERT ISLAND HOSPITAL: $401,000 · HealthMOUNT DESERT…Main Line Hospitals Inc: $100,000 · HealthMain Line Ho…Group for the Advancement of Psychiatry Inc: $25,000 · Health+5 more: $8,350 · HealthPHILADELPHIA MUSEUM OF ART: $444,000 · Arts & CulturePHILADELPH…+1 more: $4,000 · Arts & CultureMISSOULA BUTTERFLY HOUSE AND INSECTARIUM: $182,000 · Animals+1 more: $2,300 · AnimalsFOREIGN POLICY RESEARCH INSTITUTE: $45,000 · InternationalMYRIAD USA INC: $8,400 · InternationalBORDERLINKS: $4,000 · International
Other$2,065,863Science & Tech$842,500Education$764,370Health$534,350Arts & Culture$448,000Animals$184,300International$57,400

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 budgetMount Desert Island Biological Laboratory: $600,000 over 1y, 5.3% of budgetTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $500,000 over 1y, 0.0% of budgetPHILADELPHIA MUSEUM OF ART: $444,000 over 2y, 0.4% of budgetMOUNT DESERT ISLAND HOSPITAL: $401,000 over 1y, 0.5% of budgetTHE ACADEMY OF NATURAL SCIENCES OF PHILADELPHIA: $241,500 over 2y, 1.5% of budgetMISSOULA BUTTERFLY HOUSE AND INSECTARIUM: $182,000 over 2y, 7.4% of budgetLANKENAU INSTITUTE FOR MEDICAL RESEARCH: $180,200 over 1y, 2.0% of budgetDREXEL UNIVERSITY: $150,000 over 2y, 0.0% of budgetMain Line Hospitals Inc: $100,000 over 1y, 0.0% of budgetFIVE VALLEYS LAND TRUST: $50,000 over 2y, 1.4% of budgetSHIPLEY SCHOOL: $45,500 over 2y, 0.1% of budgetFOREIGN POLICY RESEARCH INSTITUTE: $45,000 over 2y, 1.2% of budgetMISSOULA FOOD BANK & COMMUNITY CENTER: $37,000 over 2y, 0.4% of budgetDUKE UNIVERSITY: $30,000 over 2y, 0.0% of budgetGroup for the Advancement of Psychiatry Inc: $25,000 over 1y, 15% of budgetBOB MARSHALL WILDERNESS FOUNDATION: $25,000 over 2y, 4.3% of budgetSQUASHSMARTS INC: $25,000 over 1y, 1.5% of budgetTHE LIBRARY COMPANY OF PHILADELPHIA: $12,500 over 1y, 0.4% of budgetST MARK'S SCHOOL OF SOUTHBOROUGH INC: $12,200 over 2y, 0.0% of budgetAMERICAN CIVIL LIBERTIES UNION OF PENNSYLVANIA INC: $11,000 over 2y, 0.4% of budgetMYRIAD USA INC: $8,400 over 1y, 0.0% of budgetALLIES IN CARING INC: $7,000 over 2y, 0.4% of budgetINSTITUTE FOR TRANSPORTATION AND DEVELOPMENT POLICY: $5,500 over 2y, 0.1% of budgetGARDEN CITY HARVEST INC: $5,000 over 2y, 0.2% of budgetUNITED WAY OF MISSOULA COUNTY: $5,000 over 1y, 0.3% of budgetMISSOULA COMMUNITY SCHOOL: $5,000 over 1y, 1.1% of budgetMaine Seacoast Mission: $5,000 over 1y, 0.1% of budgetHARRITON ASSOCIATION: $4,000 over 2y, 0.9% of budgetBORDERLINKS: $4,000 over 1y, 0.5% of budgetVILLANOVA UNIVERSITY: $2,700 over 1y, 0.0% of budgetOPERATION SCARLET INC: $2,300 over 2y, 2.4% of budgetCCSA FOUNDATION: $2,230 over 1y, 0.1% of budgetMaine Coast Heritage Trust: $2,000 over 1y, 0.0% of budgetEpiscopal Academy: $2,000 over 1y, 0.0% of budgetBYERSCHOOL FOUNDATION: $2,000 over 1y, 0.1% of budgetWASHINGTON TRAILS ASSOCIATION: $1,750 over 2y, 0.0% of budgetFREE LIBRARY OF PHILADELPHIA FOUNDATION: $1,136 over 1y, 0.0% of budgetCHILDREN'S HOSPITAL FOUNDATION: $1,000 over 1y, 0.0% of budgetOPEN WINDOW SCHOOL: $1,000 over 1y, 0.0% of budgetSOCIETY FOR SCIENCE & THE PUBLIC: $1,000 over 1y, 0.0% of budgetWORLD WILDLIFE FUND INC: $550 over 1y, 0.0% of budgetKorean Resource Center Inc: $500 over 1y, 0.0% of budgetTHE DEVON HORSE SHOW & COUNTRY FAIR INC: $250 over 1y, 0.0% of budgetFEDERATION OF AMERICAN SOCIETIES FOR EXPERIMENTAL BIOLOGY: $220 over 1y, 0.0% of budgetTerri Brodeur Breast Cancer Foundation Inc: $200 over 1y, 0.0% of budgetNATIONAL GEOGRAPHIC SOCIETY: $200 over 1y, 0.0% of budgetAmerican Diabetes Association: $100 over 1y, 0.0% of budgetINTERNATIONAL SOCIETY FOR INFECTIOUS DISEASES INC: $50 over 1y, 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 loosely connected circle, clustered around a few shared anchors.

The Philadelphia FoundationPA19.8× affinity8 shared granteesties to 7 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Philadelphia Foundation · Hamilton Family Foundation · Colket Family Foundation · Missoula Community Foundation · The Bill & Rosemary Gallagher Foundation · E Newbold & Margaret Dupont Smith F Foundation (Dba Thornedge Fdn) · The Arcadia Foundation · Ethel D Colket Foundation · Louis L Borick Foundation · Sample Foundation Inc · The Thendara Foundation · The Neubauer Family 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.
04Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to The Cotswold Foundation?

Find your warmest path to The Cotswold 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 98 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.

Possibly out of date. A more recent filing (FY2024) is on record and reports $6.9M of grant expense with no grantee named in the published copy. A private foundation itemizes every grant it makes, so a return carrying none has filed its list as an attachment that the public copy does not include. The figures above are therefore from FY2020, the most recent year this funder’s grantee list reached the public record.

Source object · view filing

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