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The Hagerty Family Foundation at a glance

· 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 FY2024still arriving
28
Grants FY2024still arriving
11
States reached
$360k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0195% 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
02FY2024 · 28 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k7 grants · $24k
  • $10k–50k13 grants · $295k
  • $50k–250k7 grants · $560k
  • $250k+1 grant · $360k
$25,000
Median grant
11
States reached
$6.2M
Total assets
Largest grants
RecipientAmount
ROUNDABOUT THEATRE COMPANY$360,000
BERKLEE COLLEGE OF MUSIC$200,000
NAVY SEAL FOUNDATION INC$100,000
BUCKINGHAM BROWNE AND NICHOLS$60,000
DAYFORCE CARES US$50,000
THE FOLDED FLAG FOUNDATION$50,000
UNIVERSITY OF NOTRE DAME DU LAC$50,000
BOYS AND GIRLS CLUBS OF NEWPORT COUNTY$50,000
CATHOLIC SCHOOLS FOUNDATION$40,000
FAIRFIELD UNIVERSITY$30,000
HOPE FUNDS FOR CANCER RESEARCH$25,000
HOPE FLOATS FOR CANCER RESEARCH$25,000
BEAVER COUNTRY DAY SCHOOL$25,000
BERKLEE COLLEGE OF MUSIC$25,000
BETHANY LAND INSTITUTE USA LTD$25,000
02The need
03

Does the money reach high-need areas?

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

show:

Its human-services grants (FY18–18, $100k) land where the poverty rate runs at 23%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%Ellis Marsalis Center Inc: $100k → 23%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
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.

Which US states its grants reach

MN
IL
NY
MA
NV
IA
IN
OH
CT
RI
CA
KY
VA
NC
LA
TX
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

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

82%of every dollar goes to organizations it has funded before.
$6.7M · 27 repeat orgs$1.5M to everyone else

Grantees it renews have grown median revenue +19% since the first grant, against +15% for those funded once.

27 repeat relationships: 13 still active in FY2024, 14 since wound down; 9 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

27
43

Total granted

$6.7M
$1.4M

Median revenue growth · since first grant

+19%
+15%

Still filing today

78%
51%

New vs renewed · share of each year

In FY2024, 89% of grant dollars renewed an existing relationship; $132k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

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

’17’18’19’20’21’22’23’24
Arts & CultureEducationPhilanthropyHealthHousing & ShelterPublic BenefitOther
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

  • RT
    ROUNDABOUT THEATRE COMPANY INC
    7× · 2018–2024 · $2.0M · revenue +84%
  • NAVY SEAL FOUNDATION INC
    7× · 2018–2024 · $1.9M · revenue +26%
  • BC
    BERKLEE COLLEGE OF MUSIC INC
    5× · 2019–2024 · $960k · revenue +31%

Funded once

  • PRESERVE RHODE ISLAND
    one grant, 2020 · $350k · revenue -75%
  • FO
    FRIENDS OF THE UNIVERSITY OF NOTRE WELLS FARGO BANK
    one grant, 2022 · $200k
  • BA
    BOYS AND GIRLS CLUB
    one grant, 2020 · $100k
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.

04Its 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
Boston Architectural College

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

—
2
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
3
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.

—
4
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
5
Trustees of Boston University

Organization's mission: boston university is an international, comprehensive, private research university, committed to educating students to be reflective, resourceful individuals ready to live, adapt, and lead in an interconnected world.…

—
6
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
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
Saint Anselm College

Saint anselm is a catholic, benedictine college providing all of its students a distinctive liberal arts education that incorporates opportunities for professional and career preparation. it does so in a learning community that encourages…

Education
9
Rhode Island School of Design

The mission of rhode island school of design, through its college and museum,is to educate its students and the public in the creation and (see schedule o)appreciation of works of art and design, to discover and transmit knowledge and to…

Education
10
Northeast College of Health Sciences

Northeast college of health sciences (the college) is committed to academic excellence, leadership, and professional best practices in the health sciences.

Education
11
Northeastern University
Education
12
Wentworth Institute of Technology Inc

Wentworth institute of technology is a nationally recognized private coeducational and residential university of higher education with a mission to empower, inspire and innovate through experiential learning with a core purpose of career…

Education
How this is measured
The grantee most central to the portfolio’s shape is Berklee College of Music Inc; the most unlike its peers is Thl Charitable Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

49 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. 49 of the 82 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)
5
Early backer (in before they grew)
49/49
Grantees still filing
32/49
Grew since first funded

Where the money sits, by cause and then by grantee

ROUNDABOUT THEATRE COMPANY INC: $2,002,000 · Arts & CultureROUNDABOUT THEATRE COMPANY INCNAVY SEAL FOUNDATION INC: $1,871,000 · Arts & CultureNAVY SEAL FOUNDATION INCPRESERVE RHODE ISLAND: $350,000 · Arts & CulturePRESERVE RHODE ISLANDISABELLA STEWART GARDNER MUSEUM INC: $175,000 · Arts & Culture+9 more: $243,590 · Arts & CultureUniversity of Notre Dame du Lac: $1,222,000 · EducationUniversity of Notre Dame du L…BERKLEE COLLEGE OF MUSIC INC: $960,000 · EducationBERKLEE COLLEGE OF MUSIC INCCATHOLIC SCHOOLS FOUNDATION INC: $120,000 · Education+9 more: $179,500 · Education+9 moreFRIENDS OF THE UNIVERSITY OF NOTRE WELLS FARGO BANK: $200,000 · OtherFRIENDS OF THE …INNER CITY SCHOLARSHIP FUND INC: $140,000 · OtherINNER CITY SCHO…BOYS AND GIRLS CLUB: $100,000 · OtherBOYS AND GIRLS …ROMAN CATHOLIC DIOCESE OF JOLIET IC CATHOLIC PREP: $100,000 · OtherROMAN CATHOLIC …Individual grant recipient: $85,000 · OtherIndividual gran…NOTRE DAME DU LAC: $50,000 · OtherMass General Hospital: $50,000 · OtherVIETNAM VETERANS WORKSHOP INC DBA NEW ENGLAND CENTER AND HOME FOR VETERANS: $100,000 · OtherVIETNAM VETERAN…ELLIS MARSALIS CENTER FOR MUSIC INC: $100,000 · OtherELLIS MARSALIS …+39 more: $367,500 · Other+39 moreDAYFORCE CARES US: $240,000 · PhilanthropyTHL CHARITABLE FOUNDATION: $100,000 · Philanthropy+4 more: $8,250 · PhilanthropyAQUIDNECK ISLAND LAND TRUST: $251,500 · EnvironmentTHE FOLDED FLAG FOUNDATION: $220,000 · Public BenefitBoys and Girls Clubs of Newport County Inc: $150,000 · Youth Development
Arts & Culture$4,641,590Education$2,481,500Other$1,292,500Philanthropy$348,250Environment$251,500Public Benefit$220,000Youth Development$150,000

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 budgetROUNDABOUT THEATRE COMPANY INC: $2,002,000 over 7y, 1.3% of budgetNAVY SEAL FOUNDATION INC: $1,871,000 over 7y, 2.1% of budgetUniversity of Notre Dame du Lac: $1,222,000 over 5y, 0.1% 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 budgetPresident and Fellows of Harvard College: $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 budgetBoston Foundation Inc: $1,500 over 1y, 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
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 tightly interlocked group: most of these funders back each other's grantees too.

Boston Foundation IncGs Donor Advised Phil…Van Beuren Charitable…The Rhode Island Comm…Thomas a Rodgers Jr F…Ejmp Fund for Philant…Frederick Henry Princ…The Goldman Sachs Cha…The New York Communit…The Bessemer Giving F…The Anne and David B …Gruben Charitable Fou…
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.

How much its grantees rely on government

Each dot is one organization The Hagerty Family Foundation funds: left to right is the share of its income from government, bottom to top the share from The Hagerty Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 60%1%5%11%20%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 1%
  • Vietnam Veterans Workshop Inc Dba New England Center and Home for Veterans: 66% of income from government
  • The Cambridge Historical Society: 11% of income from government
  • President and Fellows of Harvard College: 7% of income from government
  • Huntington Theatre Co Inc: 4% of income from government
  • Sacred Heart University Incorporated: 1% of income from government
  • Boston Philharmonic Orchestra Corporation: 1% of income from government
  • Fairfield University: 1% of income from government
  • Berklee College of Music Inc: 1% of income from government
  • American Repertory Theatre Co Inc: 0% of income from government
  • Steppingstone Foundation Inc: 0% of income from government
  • Buckingham Browne & Nichols School: 0% of income from government
  • Boston Foundation Inc: 0% of income from government
no gov moneyreceives it· size = income
6get no government money at all
3report government grants on their 990 we could not trace to a source (not plotted)
1rely on government for over half their income
typical government reliance, FY20–25
How this is measured
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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.

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

Play a game based on Hagerty Family’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home