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· Private foundation

The Harold K & Julia a Work Foundation

Its FY2023 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$268k
Granted FY2022
3
Grants FY2022
2
States reached
$253k
Largest

Read this first · the figures below need context

94% of The Harold K & Julia a Work Foundation’s FY2022 grant dollars went to National Philanthropic Trust, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2022 names 0 organizations directly, so a portfolio cannot be read from it.

Organizations named directly on the return

2
’17
3
’18
4
’19
3
’20
1
’21
0
’22

Amber years are those where most dollars went to a sponsor.

01What it funds
0197% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2022.

Philanthropy$253kArts & Culture$31kReligion$21kHuman Services$15kHealth$13kCommunity Improvement$3kYouth Development$1kEducation$500Other$0
02FY2022 · 3 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2022

  • Under $10k1 grant · $5k
  • $10k–50k1 grant · $10k
  • $250k+1 grant · $253k
$10,000
Median grant
2
States reached
$0
Total assets
Largest grants
RecipientAmount
NATIONAL PHILANTHROPIC TRUST$253,493
PIEDMONT ARTS$10,000
GRACE NETWORK$5,000
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 (FY17–21, $11k) land where the poverty rate runs at 17%, against an area that typically sits at 7%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 7%EDWARDS ADULT DAY CENTER: $6k → 17%EDWARDS ADULT DAY CARE: $2k → 17%EDWARDS ADULT DAY CENTER: $1k → 17%EDWARDS ADULT DAY CENTER: $1k → 17%EDWARDS ADULT DAY CENTER: $1k → 17%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.
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.

79%of every dollar goes to organizations it has funded before.
$69k · 5 repeat orgs$19k to everyone else

5 repeat relationships: 2 still active in FY2022, 3 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

5
11

Total granted

$69k
$19k

Median revenue growth · since first grant

-3%
+39%

Still filing today

40%
18%

New vs renewed · share of each year

In FY2022, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

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

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

’17’18’19’20’21’22
Human ServicesArts & CultureEducationOther
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

  • PA
    PIEDMONT ARTS
    6× · 2017–2022 · $29k
  • GN
    GRACE NETWORK
    5× · 2018–2022 · $14k
  • AD
    Adult Day Care of Martinsville & Henry County
    5× · 2017–2021 · $11k · revenue -3%

Funded once

  • CC
    CHRISTMAS CHEER INC
    one grant, 2018 · $3k
  • IG
    Individual grant recipient
    one grant, 2021 · $3k
  • MA
    Martinsville ADULT DAY CARE
    one grant, 2018 · $3k
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
04the grantee network

6 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. 6 of the 17 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)
0
Early backer (in before they grew)
5/6
Grantees still filing
3/6
Grew since first funded

Where the money sits, by cause and then by grantee

NATIONAL PHILANTHROPIC TRUST: $253,493 · PhilanthropyNATIONAL PHILANTHROPIC TRUSTPIEDMONT ARTS: $29,325 · OtherPIEDMONT ARTSGRACE NETWORK: $13,500 · OtherGRACE NETWORKLIFESPAN INC: $8,000 · OtherLIFESPAN INCCHRIST EPISCOPAL CHURCH: $7,200 · OtherCHRIST EPISCOPAL CHURCHCHRISTMAS CHEER INC: $3,000 · OtherIndividual grant recipient: $3,000 · OtherMartinsville ADULT DAY CARE: $2,500 · OtherMartinsville Henry County Coalition: $2,500 · Other+5 more: $5,325 · Other+5 moreAdult Day Care of Martinsville & Henry County: $10,825 · Human ServicesMUSICAL EMPOWERMENT INC: $1,800 · Arts & CultureWOODBERRY FOREST SCHOOL: $500 · Education
Philanthropy$253,493Other$74,350Human Services$10,825Arts & Culture$1,800Education$500

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 budgetNATIONAL PHILANTHROPIC TRUST: $253,493 over 1y, 0.0% of budgetAdult Day Care of Martinsville & Henry County: $10,825 over 5y, 13% of budgetLIFESPAN INC: $8,000 over 4y, 0.0% of budgetMUSICAL EMPOWERMENT INC: $1,800 over 1y, 0.7% of budgetWOODBERRY FOREST SCHOOL: $500 over 1y, 0.0% 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.

  • Who funds NATIONAL PHILANTHROPIC TRUST ↗
  • Who funds Adult Day Care of Martinsville & Henry County ↗
  • Who funds LIFESPAN INC ↗
  • Who funds MUSICAL EMPOWERMENT INC ↗
  • Who funds WOODBERRY FOREST SCHOOL ↗
  • Who funds Mens Shelter of Charlotte Inc ↗

How much its grantees rely on government

Each dot is one organization The Harold K & Julia a Work Foundation funds: left to right is the share of its income from government, bottom to top the share from The Harold K & Julia a Work Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%4%8%15%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get 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 · 0–5%
    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 17 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 2022, released 2022. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Possibly out of date. A more recent filing (FY2023) is on record and reports no grant expense, so the figures above are from FY2022, the most recent year this funder made grants.

    Source object · view filing

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