Does The Engstrom Family Charitable Foundation C/O Harold Engstrom accept unsolicited applications?

Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.

Which funders back the same organizations as The Engstrom Family Charitable Foundation C/O Harold Engstrom?

Its strongest co-funders, measured against what their size predicts, include National Philanthropic Trust, Donor Advised Charitable Giving Inc, Fidelity Investments Charitable Gift Fund.

Foundation Dossiers

Massachusetts · Private foundation

The Engstrom Family Charitable Foundation C/O Harold Engstrom

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.

$15k
Granted FY2024(still arriving): 1
Grants FY2024: 2
Organizations funded FY2023: 100%
First-time grantees FY2023

Read the full brief

Median grant, FY2024: $15,000
Largest grant, FY2024: $15,000
Organizations funded a year: 1 to 12; FY2017 to FY2023
States reached, FY2024: 1
Total assets, FY2024: $260k
Applications: Preselected organizations only; Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 100% of the organizations The Engstrom Family Charitable Foundation C/O Harold Engstrom funded were first-time grantees, receiving 100% of its grant dollars.

New vs renewed · share of each year

In FY2023, 0% of grant dollars renewed an existing relationship; $22k went to new ones.

RenewedFirst-time

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

HealthOther

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.

The numbers by year

Fiscal year	Organizations funded	To those organizations	First-time grantees
FY2024still arriving	1	$15k	100%
FY2023	2	$22k	100%
FY2020	1	$5k	0%
FY2019	1	$5k	0%
FY2018	9	$17k	0%
FY2017	12	$20k	n/a

100% classified

What it funded, over time

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

Education$38kYouth Development$36kArts & Culture$6kHealth$1kHuman Services$1kEnvironment$400

Top grantees

Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.

Grantee	Total granted	Years	Share of their budget
Miss Porter's School Inc	$27,000	4	0%
Trustees of Phillips Academy	$10,500	2	0%
The Dayton Art Institute	$5,000	1	0%
Kieve Wavus Education Inc	$1,000	2	0%
Blood Cancer United Inc	$1,000	1	0%
Edith Wharton Restoration Inc	$700	1	n/a
'Sconset Trust Inc	$400	2	0%
The Cameron and Hayden Lord Foundation	$300	2	n/a
Trustees of Boston University	$200	2	0%
Vassar College	$100	1	0%

Plus 5 recipients with no EIN on record ($37k), not named here.

Each grantee by its size and the share of its budget The Engstrom Family Charitable Foundation C/O Harold Engstrom supplied at peak.

Tap a dot to name the grantee.

How this is measured

Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 8.

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.

National Philanthropic TrustPA9.7× affinity4 shared granteesties to 3 of 3Hover any node to trace its alignments.Compare side by side →

Open a dossier: National Philanthropic Trust · 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.

Compare The Engstrom Family Charitable Foundation C/O Harold Engstrom with peer funders

About The Engstrom Family Charitable Foundation C/O Harold Engstrom

How much does The Engstrom Family Charitable Foundation C/O Harold Engstrom give?: The Engstrom Family Charitable Foundation C/O Harold Engstrom reported 1 grants totaling $15,000 in its FY2024 IRS filing. It funded between 1 and 12 organizations a year over FY2017 to FY2023.
What does The Engstrom Family Charitable Foundation C/O Harold Engstrom fund?: By grant dollars over FY2017 to FY2024, its largest causes are Education (46%), Youth Development (44%), Arts & Culture (7%).
Who are The Engstrom Family Charitable Foundation C/O Harold Engstrom's largest grantees?: By total granted over FY2017 to FY2024: Miss Porter's School Inc ($27k), Trustees of Phillips Academy ($11k), The Dayton Art Institute ($5k).
Does The Engstrom Family Charitable Foundation C/O Harold Engstrom fund new organizations?: In FY2023, 100% of the organizations it funded were first-time grantees.
Does The Engstrom Family Charitable Foundation C/O Harold Engstrom accept unsolicited applications?: Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as The Engstrom Family Charitable Foundation C/O Harold Engstrom?: Its strongest co-funders, measured against what their size predicts, include National Philanthropic Trust, Donor Advised Charitable Giving Inc, Fidelity Investments Charitable Gift Fund.
Where is The Engstrom Family Charitable Foundation C/O Harold Engstrom based?: The Engstrom Family Charitable Foundation C/O Harold Engstrom is based in MA.