How much did THE GEORGE I ALDEN TRUST grant in FY2024?

A cause breakdown isn’t shown here: 64% of THE GEORGE I ALDEN TRUST’s grantee dollars go to organizations outside the IRS cause taxonomy (common for large international and research funders), so a chart would be mostly “unclassified” and misrepresent the portfolio.

03FY2024 · 79 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

$10k–50k33 grants · $505k
$50k–250k34 grants · $5.0M
$250k+12 grants · $5.9M

$100,000

Median grant

States reached

$256M

Total assets

Largest grants

UMASS MEMORIAL HEALTH CARE INC$1,000,000
SAINT JOHN'S HIGH SCHOOL$750,000
ECOTARIUM$750,000
WORCESTER POLYTECHNIC INSTITUTE$600,000
NEW ENGLAND BOTANIC GARDEN AT TOWER HILL$500,000
ASSUMPTION UNIVERSITY$500,000
ANNA MARIA COLLEGE$475,000
UNITED WAY OF CENTRAL MASSACHUSETTS$300,000
WILLIAMSON COLLEGE OF THE TRADES$300,000
WORCESTER COUNTY MECHANICS ASSOCIATION$250,000
SAINT ANSELM COLLEGE$250,000
FRANKLIN COUNTY YMCA$250,000
GREATER HOLYOKE YMCA$200,000
MASSACHUSETTS BIOMEDICAL INITIATIVES$200,000
BARNARD COLLEGE$200,000

02The need

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 (FY21–24, $640k) land where the poverty rate runs at 12% — the area typically sits at 9%. 80% of those dollars reach neighborhoods with above-average need. Most of your grants land in higher-need ZIPs.

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 line in 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, United Way ALICE — 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.

42%of every dollar goes to organizations you’ve funded before.

$24M · 77 repeat orgs$32M to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +65% since the first grant, against +15% for the ones you funded once.

77 repeat relationships — 46 still active in FY2024, 31 since wound down; 33 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

147

Total granted

$24M

$26M

Median revenue growth · since first grant

+65%

+15%

Still filing today

62%

50%

New vs renewed · share of each year

In FY2024, 47% of grant dollars renewed an existing relationship; $6.1M went to new ones.

RenewedFirst-time

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

EducationHuman ServicesArts & CultureHealthCommunity ImprovementFood & NutritionOther

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

UNITED WAY OF CENTRAL MASSACHUSETTS
4× · 2021–2024 · $1.8M · revenue +81%
CLARK UNIVERSITY
2× · 2021–2023 · $1.4M · revenue +40%
WA
WORCESTER ACADEMY
2× · 2021–2023 · $800k · revenue +18%

Funded once

SA
SEE ATTACHED LIST
one grant, 2020 · $11M
YO
YWCA OF CENTRAL MASSACHUSETTS
one grant, 2021 · $600k
NC
NICHOLS COLLEGE
one grant, 2022 · $300k · revenue -4%

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.

Washington College

Washington college challenges and inspires emerging citizen leaders to discover lives of purpose and passion.

Education

Williams College

Williams College strives to achieve educational excellence by fostering a community of learning in collaboration with students, faculty, staff, devoted alumni and parents.

Education

Westminster College

Four-year, undergraduate liberal arts college.

Education

Wartburg College

Wartburg college provides educational programs and experiences that challenge and nurture students for lives of leadership and service as a spirited expression of their faith and learning.

Education

Colby-Sawyer College

Institute of Higher Learning

Education

Merrimack College

Merrimack college is a comprehensive, catholic augustinian institution of higher education.

Education

Massachusetts College of Liberal Arts

To support educational activities

Education

Benedict College

Benedict college will be a power for good in society. the college is a full opportunity college with high quality programs of teaching, research, and public service. these programs provide the students and community with knowledge, skills,…

Education

Monmouth College

To create and sustain an environment that is committed to liberal arts education.

Education

Massachusetts Higher Education

Provide access to and conduct activities in furtherance of higher education.

—

Wellesley College

To provide an excellent liberal arts education for women who will make a difference in the world.

Education

Willamette University

Through nationally distinctive programs connecting liberal education to professional practice, willamette university prepares graduates to turn knowledge into action and lead lives of achievement, contribution, and meaning.

Education

For reference, the grantee most central to the portfolio’s shape is Washington & Jefferson College and the most unlike its peers is Bancroft School. 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.

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 73 years old; the field is 17. You back the established end — and your money leans older still.

The field is 20% startups (under 5 years old) — 2% 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 10% of the field you don’t fund.

orgs you fund

0.0%0/144

the rest of the field

10%

4,108/42,214

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.

05the grantee network

143 grantees, every filing reconciled, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.

Load-bearing (≥25% of a budget)

Early backer (in before they grew)

143/143

Grantees still filing

111/143

Grew since you first funded

Where your money sits — by cause, then by grantee

Other$35,937,000Education$15,931,000Arts & Culture$2,840,000Human Services$655,000Community Improvement$210,000Science & Tech$200,000Environment$170,000

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

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.

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.

Greater Worcester Community FoundationMA99.1× affinity46 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Greater Worcester Community Foundation · Stoddard Charitable Trust · The Fletcher Foundation · United Way of Central Massachusetts Inc · Webster Five Foundation Inc · The Fred Harris Daniels Foundation · Schwartz Charitable Foundation · Wyman-Gordon Foundation · Ruth H & Warren a Ellsworth · Berkshire Bank Foundation Inc · Hoche-Scofield Foundation-Equity · Mildred H McEvoy Foundation

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 organisation THE GEORGE I ALDEN TRUST 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

’20’21’22’23’24

no gov moneyreceives it· size = income

30get no government money at all

4rely on government for over half their income

typical government reliance, FY20–24

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. 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

Through Plinth

Your grantmaking, live and operational

This dossier was generated cold from public filings. In Plinth it’s a working system — every applicant assessed and every grant monitored. Here’s a taste, run on one of your grantees: WORCESTER HISTORICAL MUSEUM.

Agentic due diligence · confidence × risk

Financial management

medium risk

~5 months of operating runway; revenue held over 7 filed years.

Track record & reputation

low risk

7 years of Form 990 filings, still active.

Legal standing

low risk

US 501(c)(3); EIN 042105858 on file with current IRS Form 990 filings.

Governance

Live in Plinth

Board composition & governance documents — verified live in Plinth from the applicant.

Compliance & sanctions

Live in Plinth

OFAC / UN sanctions screening — run live in Plinth at assessment.

Program capacity

Live in Plinth

Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.

Live · Plinth’s real DD engine

Run the actual assessment on WORCESTER HISTORICAL MUSEUM, cold from public data.

Generated live from public IRS filings + open web sources by Plinth’s agentic engine. Shown as an illustration of the product, not a formal assessment.

Post-award monitoring · continuous checks

WatchFinancial stability— Roughly 5 months of cash on hand.
On trackSustained operations— Filing through 2025; revenue held over the period.
WatchReliance on your funding— Your grants peaked at 82% of their budget — load-bearing; a dependency Plinth would track.
Awaiting reportEvidence of delivery— Plinth collects the grantee's own monitoring reports post-award.

What you see here is static and public. In Plinth it’s operational — the full six-pillar framework on every applicant (with their own documents + live registry and sanctions checks), monitoring dashboards on every award, custom board reports, and eligibility routing for intake.

Agentic due diligenceMonitoring dashboardsCustom board reportsEligibility routing

Preview generated from this grantee’s public IRS filings and independent reporting. Pillars marked “live in Plinth” require the applicant’s submitted documents. Shown as illustration, not a formal assessment.

Warm introductions · Powered by PlinthPro

How do I get to The George I Alden Trust?

Find your warmest path to The George I Alden Trust through people who sit on both boards. Search for your organization and Plinth traces the introduction across shared trustees and officers.

Every link is a documented governance overlap in public IRS 990 filings — not a personal network — and each hop carries its own confidence tier. Low-confidence or distant paths are held back rather than guessed.

THE GEORGE I ALDEN TRUST

What you funded, over time

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

143 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to The George I Alden Trust?

More from the funding graph

THE GEORGE I ALDEN TRUST

What you funded, over time

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

143 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to The George I Alden Trust?

More from the funding graph