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· Private foundation

The Dudley H and Sally S Willis 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.

$81k
Granted FY2024still arriving
36
Grants FY2024still arriving
5
States reached
$10k
Largest
01What you fund
01

What you funded, over time

By grantee IRS cause code (NTEE).

A cause breakdown isn’t shown here: 44% of THE DUDLEY H AND SALLY S WILLIS CHARITABLE FOUNDATION’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.

02FY2024 · 36 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

  • Under $10k35 grants · $71k
  • $10k–50k1 grant · $10k
$1,000
Median grant
5
States reached
$1.4M
Total assets
Largest grants
RecipientAmount
UNITED WAY$10,000
ST ANDREW'S EPISCOPAL CHURCH$8,000
BOSTON SYMPHONY ORCHESTRA$6,000
THE TRUSTEES$5,000
SHADY HILL SCHOOL$5,000
CHATHAM HALL$5,000
CHARLES RIVER SCHOOL$5,000
NORWICH UNIVERISTY$3,000
SHERBORN RURAL LAND FOUNDATION$3,000
WBUR$3,000
NEW ENGLAND AQUARIUM$3,000
CONSERVATION LAW FOUNDATION$3,000
MASSACHUSETTS HORTICULTURAL SOCIETY$2,000
WCRB$2,000
MASSACHUSETTS AUDOBON SOCIETY$2,000
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY22–23, $1k) land where the poverty rate runs at 10%, against an area that typically sits at 9%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 9%MASSACHUSETTS COALITION FOR THE HOMELESS: $500 → 10%MASSACHUSETTS COALITION FOR THE HOMELESS: $500 → 10%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

81%of every dollar goes to organizations you’ve funded before.
$190k · 38 repeat orgs$44k to everyone else

38 repeat relationships — 34 still active in FY2024, 4 since wound down; 2 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

38
5

Total granted

$190k
$31k

Median revenue growth · since first grant

+8%
+10%

Still filing today

61%
60%

New vs renewed · share of each year

In FY2024, 84% of grant dollars renewed an existing relationship; $13k went to new ones.

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

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

’19’20’21’22’23’24
EducationEnvironmentArts & CultureAnimalsRecreation & SportsYouth DevelopmentOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). 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

  • BS
    BOSTON SYMPHONY ORCHESTRA INC
    3× · 2022–2024 · $18k · revenue +1%
  • SH
    SHADY HILL SCHOOL
    3× · 2022–2024 · $15k · revenue +15%
  • SR
    SHERBORN RURAL LAND FOUNDATION
    3× · 2022–2024 · $7k · revenue +176%

Funded once

  • SA
    STATEMENT A
    one grant, 2019 · $27k
  • MASSACHUSETTS AUDUBON SOCIETY INC
    one grant, 2022 · $2k · revenue +13%
  • BG
    BOYS & GIRLS CLUBS OF BOSTON INC
    one grant, 2022 · $1k · revenue -7%

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Western New England University

Western new england university, a comprehensive private institution with a tradition of excellence in teaching and scholarship and a commitment to service, awards undergraduate, master's, and doctoral degrees in various departments from…

Education
2
Boston Architectural College

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

3
Bentley University

Organization's mission bentley university believes good business can impact more than the bottom line - it can change the world. bentley is a community of future business leaders who will deliver value in the marketplace and lasting…

Education
4
Trustees of Boston College

Mission strengthened by more than a century and a half of dedication to academic excellence, boston college commits itself to the highest standards of teaching and research in undergraduate, graduate and professional programs and to the…

Education
5
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
6
President and Trustees of Bates College

Bates is a college of the liberal arts and sciences, and is a coeducational, nonsectarian, residential college with special commitments to academic rigor, and to assuring in all of its efforts the dignity of each individual, and access to…

Education
7
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
8
Phillips Exeter Academy

Unite goodness and knowledge and inspire youth from every quarter to lead purposeful lives. [text in quotations is taken from the academy's deed of gift, drafted in 1781] knowledge and goodness "above all, it is expected that the attention…

Education
9
The Trustees of Mount Holyoke College

Located in south hadley, massachusetts, mount holyoke college is a highly selective, nondenominational, residential, research liberal arts college for women that is gender-diverse and welcomes applications from female, transgender, and…

Education
10
Buckingham Browne & Nichols School

Bb&n, an all gender day school in cambridge, massachusetts, was established in 1974 by the merger of two independent schools, the buckingham school and the browne & nichols school, founded respectively in 1889 and 1883. located on multiple…

Education
11
Massachusetts Historical Society

To promote understanding of the history of massachusetts and the nation by collecting and communicating materials and resources that foster historical knowledge.

Arts & Culture
12
Massachusetts Outdoor Heritage Foundation Inc Attn Susan Sacco

For reference, the grantee most central to the portfolio’s shape is The Trustees of Reservations and the most unlike its peers is Sherborn Rural Land Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

← shrinkinggrowing →↓ leaning in → pulling backsteadyNyc Youth Education ProgramsUniversity Support Organiza…Youth Sports LeaguesAffordable Housing Developm…Local History MuseumsPerforming Arts Access
the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side
Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 82 years old; the field is 17. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number20%0%<5yr14%0%5–10yr20%0%10–20yr20%7%20–35yr13%15%35–55yr14%78%55yr+
THE FIELDby orgYOUR MONEYby value20%0%<5yr14%0%5–10yr20%0%10–20yr20%4%20–35yr13%7%35–55yr14%88%55yr+

The field is 20% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close 0.0% lost their exemption, against 11% of the field you don’t fund.

orgs you fund
0.0%0/27
the rest of the field
11%
2,509/22,791

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

27 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 27 of the 45 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
6
Early backer (in before they grew)
27/27
Grantees still filing
17/27
Grew since you first funded

Where your money sits — by cause, then by grantee

STATEMENT A — $27,400 · OtherSTATEMENT AST ANDREW'S EPISCOPAL CHURCH — $16,000 · OtherST ANDREW'S EPISCOPAL CHURCHUNITED WAY — $10,000 · OtherUNITED WAYWBUR (PART OF WGBH) — $6,000 · OtherWBUR (PART OF WGBH)WCRB — $6,000 · OtherWCRBTRUSTEES OF BOSTON UNIVERSITY — $6,000 · OtherTRUSTEES OF BOSTON UNIVERSITYMASSACHUSETTS AUDOBON SOCIETY — $4,000 · Other+16 more — $28,700 · Other+16 moreCHATHAM HALL — $15,000 · EducationCHATHAM HALLSHADY HILL SCHOOL — $15,000 · EducationSHADY HILL SCHOOLTHE CHARLES RIVER SCHOOL INC — $10,000 · EducationTHE CHARLES RIVER SCHOOL INCNorwich University — $9,000 · EducationNorwich UniversityMIDDLESEX SCHOOL — $3,000 · EducationPIONEER INSTITUTE INC — $3,000 · EducationUNIVERSITY OF RICHMOND — $2,400 · Education+3 more — $5,100 · Education+3 moreTHE TRUSTEES OF RESERVATIONS — $14,000 · EnvironmentTHE TRUSTEES OF R…SHERBORN RURAL LAND FOUNDATION — $7,000 · EnvironmentSHERBORN RURAL LA…MASSACHUSETTS HORTICULTURAL SOCIETY — $6,000 · EnvironmentMASSACHUSETTS HOR…CONSERVATION LAW FOUNDATION INC — $3,000 · EnvironmentCONSERVATION LAW …CHARLES RIVER WATERSHED ASSOCIATION INC — $3,000 · EnvironmentCHARLES RIVER WAT…MASSACHUSETTS AUDUBON SOCIETY INC — $2,000 · EnvironmentMASSACHUSETTS AUD…DOVER LAND CONSERVATION TRUST — $1,500 · EnvironmentBOSTON SYMPHONY ORCHESTRA INC — $18,000 · Arts & CultureBOSTON SY…SHERBORN COMMUNITY CENTER FOUNDATION INC — $1,500 · Arts & CultureSHERBORN …NEW ENGLAND AQUARIUM CORPORATION — $9,000 · AnimalsHALE EDUCATION INC — $2,000 · Recreation & SportsBOYS & GIRLS CLUBS OF BOSTON INC — $1,000 · Youth Development
Other$104,100Education$62,500Environment$36,500Arts & Culture$19,500Animals$9,000Recreation & Sports$2,000Youth Development$1,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetBOSTON SYMPHONY ORCHESTRA INC — $18,000 over 3y, 0.0% of budgetCHATHAM HALL — $15,000 over 3y, 0.0% of budgetSHADY HILL SCHOOL — $15,000 over 3y, 0.0% of budgetTHE TRUSTEES OF RESERVATIONS — $14,000 over 3y, 0.0% of budgetTHE CHARLES RIVER SCHOOL INC — $10,000 over 2y, 0.1% of budgetNorwich University — $9,000 over 3y, 0.0% of budgetNEW ENGLAND AQUARIUM CORPORATION — $9,000 over 3y, 0.0% of budgetSHERBORN RURAL LAND FOUNDATION — $7,000 over 3y, 5.0% of budgetTRUSTEES OF BOSTON UNIVERSITY — $6,000 over 2y, 0.0% of budgetMASSACHUSETTS HORTICULTURAL SOCIETY — $6,000 over 3y, 0.1% of budgetCONSERVATION LAW FOUNDATION INC — $3,000 over 1y, 0.0% of budgetMIDDLESEX SCHOOL — $3,000 over 3y, 0.0% of budgetCHARLES RIVER WATERSHED ASSOCIATION INC — $3,000 over 3y, 0.1% of budgetSHERBORN HISTORICAL SOCIETY — $3,000 over 3y, 3.1% of budgetPIONEER INSTITUTE INC — $3,000 over 3y, 0.0% of budgetUNIVERSITY OF RICHMOND — $2,400 over 4y, 0.0% of budgetMASSACHUSETTS AUDUBON SOCIETY INC — $2,000 over 1y, 0.0% of budgetHALE EDUCATION INC — $2,000 over 3y, 0.0% of budgetPresident and Fellows of Middlebury College — $1,800 over 3y, 0.0% of budgetThe President and Trustees of Colby College — $1,800 over 3y, 0.0% of budgetSHERBORN COMMUNITY CENTER FOUNDATION INC — $1,500 over 3y, 0.5% of budgetDOVER LAND CONSERVATION TRUST — $1,500 over 2y, 0.2% of budgetST BERNARD'S SCHOOL INC — $1,500 over 3y, 0.0% of budgetBOYS & GIRLS CLUBS OF BOSTON INC — $1,000 over 1y, 0.0% of budgetMASSACHUSETTS COALITION FOR THE HOMELESS INC — $1,000 over 2y, 0.0% of budgetWOMEN'S LUNCH PLACE INC — $1,000 over 2y, 0.0% of budgetTHIRD SECTOR NEW ENGLAND INC — $300 over 1y, 0.0% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

  • Who funds BOSTON SYMPHONY ORCHESTRA INC
  • Who funds CHATHAM HALL
  • Who funds SHADY HILL SCHOOL
  • Who funds THE TRUSTEES OF RESERVATIONS
  • Who funds THE CHARLES RIVER SCHOOL INC
  • Who funds Norwich University
  • Who funds NEW ENGLAND AQUARIUM CORPORATION
  • Who funds SHERBORN RURAL LAND FOUNDATION
  • Who funds TRUSTEES OF BOSTON UNIVERSITY
  • Who funds MASSACHUSETTS HORTICULTURAL SOCIETY
  • Who funds CONSERVATION LAW FOUNDATION INC
  • Who funds MIDDLESEX SCHOOL
  • Who funds CHARLES RIVER WATERSHED ASSOCIATION INC
  • Who funds SHERBORN HISTORICAL SOCIETY
  • Who funds PIONEER INSTITUTE INC
  • Who funds UNIVERSITY OF RICHMOND
  • Who funds MASSACHUSETTS AUDUBON SOCIETY INC
  • Who funds HALE EDUCATION INC
  • Who funds President and Fellows of Middlebury College
  • Who funds The President and Trustees of Colby College
  • Who funds SHERBORN COMMUNITY CENTER FOUNDATION INC
  • Who funds DOVER LAND CONSERVATION TRUST
  • Who funds ST BERNARD'S SCHOOL INC

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Boston Foundation IncMA20.2× affinity8 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Boston Foundation Inc · Haven Trust · Fidelity Foundation · Triple T Foundation · Community Foundation for MetroWest Inc · American Tower Corporation Foundation Inc · Combined Jewish Philanthropies of Greater Boston Inc · Jpmorgan Chase Foundation · Vanguard Charitable Endowment Program · Morgan Stanley Global Impact Funding Trust Inc · The Bank of America Charitable Foundation Inc · National Philanthropic Trust

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization The Dudley H and Sally S Willis Charitable Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.

2024
202122232425
no gov · 110%1%3%6%10%your share of their income ↑0%5%10%15%20%share of the org’s income from governmentmedian 3%
  • Trustees of Boston University12% of income from government
  • New England Aquarium Corporation12% of income from government
  • Women's Lunch Place Inc8% of income from government
  • Charles River Watershed Association Inc8% of income from government
  • Norwich University4% of income from government
  • Third Sector New England Inc3% of income from government
  • Boys & Girls Clubs of Boston Inc2% of income from government
  • The Trustees of Reservations2% of income from government
  • Massachusetts Audubon Society Inc1% of income from government
  • President and Fellows of Middlebury College1% of income from government
  • Boston Symphony Orchestra Inc0% of income from government
no gov moneyreceives it· size = income
11get 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 · 0–20%
typical government reliance, FY2025

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 your grant caused the public funding. Coverage is precision-first — a floor, not 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 12–24 months.

05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to The Dudley H and Sally S Willis Charitable Foundation?

Find your warmest path to The Dudley H and Sally S Willis Charitable 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 directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 45 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your 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. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

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