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Massachusetts · Private foundation

The Hagerty Family 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.

$1.2M
Granted FY2024(still arriving)
28
Grants FY2024
14
Organizations funded FY2023
21%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$25,000
Largest grant, FY2024
$360,000
Organizations funded a year
13 to 25
FY2017 to FY2023
States reached, FY2024
11
Total assets, FY2024
$6.2M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 21% of the organizations The Hagerty Family Foundation funded were first-time grantees, receiving 6% of its grant dollars.

New vs renewed · share of each year

In FY2023, 94% of grant dollars renewed an existing relationship; $81k went to new ones.

50%100%’18’19’20’21’22’23
RenewedFirst-time

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

’18’19’20’21’22’23
Arts & CultureEducationPhilanthropyHealthHousing & ShelterEnvironmentOther
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 yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving22$1.2M41%
FY202314$1.3M21%
FY202225$1.3M52%
FY202117$1.6M29%
FY202022$1.5M50%
FY201920$479k50%
FY201819$682k79%
FY201713$211kn/a
95% classified

What it funded, over time

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

Arts & Culture$5.7MRecreation & Sports$1.1MEducation$803kPhilanthropy$569kYouth Development$285kEnvironment$263kPublic Benefit$170kHealth$119kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

MN
IL
NY
MA
NV
IA
IN
OH
CT
RI
CA
KY
VA
NC
LA
TX
FL

Top grantees

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

Show all 46 grantees
All grantees of The Hagerty Family Foundation by total granted
GranteeTotal grantedYearsShare of their budget
Roundabout Theatre Company Inc$2,002,00071%
Navy Seal Foundation Inc$1,871,00072%
Berklee College of Music Inc$960,00050%
Preserve Rhode Island$350,00018%
Aquidneck Island Land Trust$251,500214%
Dayforce Cares US$240,000720%
The Folded Flag Foundation$220,00061%
Isabella Stewart Gardner Museum Inc$175,00040%
Boys and Girls Clubs of Newport County Inc$150,00021%
Via Art Fund Inc$145,00075%
Inner City Scholarship Fund Inc$140,00040%
Catholic Schools Foundation Inc$120,00030%
Thl Charitable Foundation$100,00018%
Vietnam Veterans Workshop Inc Dba New England Center and Home for Veterans$100,00011%
Ellis Marsalis Center for Music Inc$100,0001n/a
Boston Philharmonic Orchestra Corporation$47,00041%
Steppingstone Foundation Inc$42,50030%
Fairfield University$30,00010%
Naval War College Foundation Inc$27,00020%
Hope Funds for Cancer Research$26,00025%
Buckingham Browne & Nichols School$25,00010%
The Beaver Country Day School Inc$25,00010%
Bethany Land Institute USA Ltd$25,00015%
Disabled American Veterans$25,00010%
Huntington Theatre Co Inc$17,32050%
Edesia Inc$17,00040%
American Repertory Theatre Co Inc$14,27030%
American Heart Association Inc$10,00010%
Sacred Heart University Incorporated$10,00010%
Rate Foundation Nfp$5,00010%
International Documentary Foundation Inc$5,00010%
St Patricks Day Foundation NYC$5,00011%
Blood Cancer United Inc$5,00010%
Studentsponsor Partners Inc$5,00010%
Newport Country Club Preservation Foundation Trust$5,00011%
The Cambridge Historical Society$4,00040%
Swim Across America Inc$3,00030%
Tao Cares Relief Fund$2,50010%
Lost Tree Village Charitable Foundation$2,00020%
United Jewish Appeal-Federation of Jewish Philanthropies of New York Inc$1,25010%
National Multiple Sclerosis Society$1,00010%
Lucy's Hearth$1,00010%
Lost Tree Club Inc$1,00010%
Newport Film Inc$1,00010%
The Center for Discovery Inc$1,00010%
Newport Reading Room$50010%

What it could do for these grantees

Plus 33 recipients with no EIN on record ($838k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget The Hagerty Family Foundation supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetRoundabout Theatre Company Inc: $2,002,000 over 7y, 1.3% of budgetNavy Seal Foundation Inc: $1,871,000 over 7y, 2.1% of budgetBerklee College of Music Inc: $960,000 over 5y, 0.1% of budgetPreserve Rhode Island: $350,000 over 1y, 7.8% of budgetAquidneck Island Land Trust: $251,500 over 2y, 14% of budgetDayforce Cares US: $240,000 over 7y, 20% of budgetThe Folded Flag Foundation: $220,000 over 6y, 1.1% of budgetIsabella Stewart Gardner Museum Inc: $175,000 over 4y, 0.3% of budgetBoys and Girls Clubs of Newport County Inc: $150,000 over 2y, 1.2% of budgetVia Art Fund Inc: $145,000 over 7y, 4.8% of budgetInner City Scholarship Fund Inc: $140,000 over 4y, 0.2% of budgetCatholic Schools Foundation Inc: $120,000 over 3y, 0.3% of budgetThl Charitable Foundation: $100,000 over 1y, 8.1% of budgetVietnam Veterans Workshop Inc Dba New England Center and Home for Veterans: $100,000 over 1y, 0.7% of budgetBoston Philharmonic Orchestra Corporation: $47,000 over 4y, 0.7% of budgetSteppingstone Foundation Inc: $42,500 over 3y, 0.3% of budgetFairfield University: $30,000 over 1y, 0.0% of budgetNaval War College Foundation Inc: $27,000 over 2y, 0.4% of budgetHope Funds for Cancer Research: $26,000 over 2y, 4.8% of budgetBuckingham Browne & Nichols School: $25,000 over 1y, 0.0% of budgetThe Beaver Country Day School Inc: $25,000 over 1y, 0.1% of budgetBethany Land Institute USA Ltd: $25,000 over 1y, 5.0% of budgetDisabled American Veterans: $25,000 over 1y, 0.0% of budgetHuntington Theatre Co Inc: $17,320 over 5y, 0.0% of budgetEdesia Inc: $17,000 over 4y, 0.0% of budgetAmerican Repertory Theatre Co Inc: $14,270 over 3y, 0.0% of budgetAmerican Heart Association Inc: $10,000 over 1y, 0.0% of budgetSacred Heart University Incorporated: $10,000 over 1y, 0.0% of budgetRate Foundation Nfp: $5,000 over 1y, 0.1% of budgetInternational Documentary Foundation Inc: $5,000 over 1y, 0.0% of budgetSt Patricks Day Foundation NYC: $5,000 over 1y, 0.5% of budgetBlood Cancer United Inc: $5,000 over 1y, 0.0% of budgetStudentsponsor Partners Inc: $5,000 over 1y, 0.0% of budgetNewport Country Club Preservation Foundation Trust: $5,000 over 1y, 1.0% of budgetThe Cambridge Historical Society: $4,000 over 4y, 0.4% of budgetSwim Across America Inc: $3,000 over 3y, 0.0% of budgetTao Cares Relief Fund: $2,500 over 1y, 0.1% of budgetLost Tree Village Charitable Foundation: $2,000 over 2y, 0.0% of budgetUnited Jewish Appeal-Federation of Jewish Philanthropies of New York Inc: $1,250 over 1y, 0.0% of budgetNational Multiple Sclerosis Society: $1,000 over 1y, 0.0% of budgetLucy's Hearth: $1,000 over 1y, 0.1% of budgetLost Tree Club Inc: $1,000 over 1y, 0.0% of budgetNewport Film Inc: $1,000 over 1y, 0.2% of budgetThe Center for Discovery Inc: $1,000 over 1y, 0.0% of budgetNewport Reading Room: $500 over 1y, 0.1% of budget

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 45.

Nonprofits that may fit its grantmaking

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.

Boston Foundation IncMA18.6× affinity8 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Boston Foundation Inc · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · Van Beuren Charitable Foundation Inc · The Rhode Island Community Foundation · Thomas a Rodgers Jr Family Foundation · Ejmp Fund for Philanthropy · Frederick Henry Prince Testamentary Trust · The Goldman Sachs Charitable Gift Fund · The New York Community Trust · The Bessemer Giving Fund · The Anne and David B Ford Jr Foundation · Gruben Charitable 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 Hagerty Family Foundation with peer funders

About The Hagerty Family Foundation

How much does The Hagerty Family Foundation give?
The Hagerty Family Foundation reported 28 grants totaling $1,238,500 in its FY2024 IRS filing. It funded between 13 and 25 organizations a year over FY2017 to FY2023.
What does The Hagerty Family Foundation fund?
By grant dollars over FY2017 to FY2024, its largest causes are Arts & Culture (61%), Recreation & Sports (12%), Education (9%).
Who are The Hagerty Family Foundation's largest grantees?
By total granted over FY2017 to FY2024: Roundabout Theatre Company Inc ($2.0M), Navy Seal Foundation Inc ($1.9M), Berklee College of Music Inc ($960k).
Does The Hagerty Family Foundation fund new organizations?
In FY2023, 21% of the organizations it funded were first-time grantees.
Does The Hagerty Family Foundation 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 Hagerty Family Foundation?
Its strongest co-funders, measured against what their size predicts, include Boston Foundation Inc, Gs Donor Advised Philanthropy Fund for Wealth Management Inc, Van Beuren Charitable Foundation Inc.
Where is The Hagerty Family Foundation based?
The Hagerty Family Foundation is based in MA.

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 82 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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