Skip to content
The John R & Joyce McC Hupper Charitable Trust at a glance

· Private foundation

The John R & Joyce McC Hupper Charitable Trust

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.

$101k
Granted FY2019
35
Grants FY2019
3
States reached
$20k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead

Read this first · the figures below need context

75% of The John R & Joyce McC Hupper Charitable Trust’s FY2021 grant dollars went to Fidelity Investments Charitable Gift Fund, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2021 names 9 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2019, the last year The John R & Joyce McC Hupper Charitable Trust named its own grantees at scale: 21 organizations, $101k. It is dated, not current.

Organizations named directly on the return

24
’18
21
’19
0
’20
9
’21

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

01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2021.

Philanthropy$2.9MEducation$796kArts & Culture$351kHealth$16kEnvironment$7kHuman Services$1kYouth Development$500
02FY2019 · 35 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2019

  • Under $10k33 grants · $61k
  • $10k–50k2 grants · $40k
$1,000
Median grant
3
States reached
$0
Total assets
Largest grants
RecipientAmount
METROPOLITAN OPERA ASSOCIATION$20,000
GLIMMERGLASS FESTIVAL$20,000
NEW YORK PHILHARMONIC$5,000
WELLESLEY COLLEGE$5,000
WEILL CORNELL MEDICAL CENTER$5,000
FUND FOR THE MET$5,000
WELLESLEY COLLEGE$5,000
DANA HALL SCHOOL$4,000
GLIMMERGLASS FESTIVAL$3,000
METROPOLITAN OPERA ASSOCIATION$2,500
BOWDOIN COLLEGE$2,000
ST BERNARD'S SCHOOL$2,000
122 EAST 66TH STREET FOUNDATION$1,500
MET BROADCAST CAMPAIGN$1,500
FRICK COLLECTION$1,500
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 (FY18–19, $1k) land where the poverty rate runs at 28%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%BRONX WORKS: $500 → 28%BRONX WORKS: $500 → 28%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.

97%of every dollar goes to organizations it has funded before.
$1.1M · 23 repeat orgs$37k to everyone else

Grantees it renews have grown median revenue +32% since the first grant, against +31% for those funded once.

23 repeat relationships: 22 still active in FY2019, 1 since wound down; 7 grantees were first funded in FY2019 (too recent to call). Read against FY2019, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

23
6

Total granted

$1.1M
$25k

Median revenue growth · since first grant

+32%
+31%

Still filing today

78%
100%

New vs renewed · share of each year

In FY2021, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’18’19’21
RenewedFirst-time

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

’18’19’21
EducationArts & CultureEnvironmentHuman ServicesHealthOther
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

  • WC
    Wellesley College
    3× · 2018–2021 · $218k · revenue +81%
  • BC
    Bowdoin College
    3× · 2018–2021 · $154k · revenue +89%
  • TP
    THE PHILHARMONIC SYMPHONY SOCIETY OF NY INC
    3× · 2018–2021 · $110k · revenue +27%

Funded once

  • GO
    GLIMMERGLASS OPERA THEATRE INC
    one grant, 2018 · $15k · revenue +17%
  • MM
    METROPOLITAN MUSEUM OF ARTgraduated
    one grant, 2018 · $5k · revenue +58%
  • TG
    The George Washington Universitygraduated
    one grant, 2018 · $3k · revenue +26%
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
Manhattanville University

To educate students to be ethical and socially responsible leaders in a global community.

Education
2
Dickinson College

Dickinson college provides a useful, innovative and interdisciplinary education in the liberal arts and sciences to prepare students to lead rich and fulfilling lives of engaged global citizenship

Education
3
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
4
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
5
Boston Architectural College

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

—
6
Manhattan University

Manhattan university is an independent catholic instituion of higher learning that embraces qualified men and women of all faiths, cultures, and traditions. the mission of manhattan university is to provide a contemporary, person-centered…

Education
7
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
8
Fordham University

Fordham university, the jesuit university of new york, is committed to the discovery of wisdom and the transmission of learning, through research and through education of the highest quality. for more information, see schedule o.

Education
9
Bard College

Bard college seeks to provide a challenging academic program and a supportive environment that fosters a collaborative interchange of ideas in the classroom as well as ambition to achieve excellence.

Education
10
Sarah Lawrence College

At sarah lawrence college, our mission is to graduate citizens of the world who are diverse in every definition of the word, who take intellectual and creative risks, and who are able to focus exceptional intellectual discipline (continued…

Education
11
New York Botanical Garden

The new york botanical garden is a museum of plants and a scientific research center devoted to the study of plants and their uses. it is the garden's mission to improve public understanding of the natural world, horticulture, and the…

Environment
12
The Cooper Union for the Advancement of Science & Art

See schedule ovision: the cooper union for the advancement of science and art is dedicated to peter cooper's radical commitment to diversity and his founding vision that fair access to an inspiring free education and forums for courageous…

Education
How this is measured
The grantee most central to the portfolio’s shape is The Philharmonic Symphony Society of Ny Inc; the most unlike its peers is Metropolitan Museum of Art. 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

30 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. 30 of the 38 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)
3
Early backer (in before they grew)
30/30
Grantees still filing
24/30
Grew since first funded

Where the money sits, by cause and then by grantee

FIDELITY INVESTMENTS CHARITABLE GIFT FUND: $2,945,410 · Community ImprovementFIDELITY INVESTMENTS CHARITABLE GIFT FUNDWellesley College: $218,000 · EducationWellesley CollegeBowdoin College: $154,000 · EducationBowdoin CollegeST BERNARD'S SCHOOL INC: $104,000 · EducationST BERNARD'S SCHOOL I…PHILLIPS EXETER ACADEMY: $103,000 · EducationPHILLIPS EXETER ACADE…Williams College: $76,000 · EducationWilliams CollegeAMHERST COLLEGE TRUSTEES: $76,000 · EducationAMHERST COLLEGE TRUST…THE CHAPIN SCHOOL LTD: $52,000 · EducationTHE CHAPIN SCHOOL LTD+6 more: $15,500 · EducationMetropolitan Opera Association Inc: $143,500 · Arts & CultureTHE PHILHARMONIC SYMPHONY SOCIETY OF NY INC: $110,000 · Arts & CultureGLIMMERGLASS OPERA THEATRE INC: $15,000 · Arts & Culture+6 more: $13,500 · Arts & CultureGLIMMERGLASS FESTIVAL: $53,000 · OtherWEILL CORNELL MEDICAL CENTER: $10,000 · OtherFUND FOR THE MET: $5,000 · OtherThe Frick Collection: $4,000 · Other+6 more: $8,500 · OtherDUTCHESS LAND CONSERVANCY INC: $5,250 · EnvironmentCARY INSTITUTE OF ECOSYSTEM STUDIES INC: $1,000 · EnvironmentENVIRONMENTAL ADVOCATES NY INC: $500 · EnvironmentBRONXWORKS INC: $1,000 · Human ServicesVISITING NURSE SERVICE OF NEW YORK: $1,000 · Health
Community Improvement$2,945,410Education$798,500Arts & Culture$282,000Other$80,500Environment$6,750Human Services$1,000Health$1,000

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 budgetFIDELITY INVESTMENTS CHARITABLE GIFT FUND: $2,945,410 over 2y, 0.0% of budgetWellesley College: $218,000 over 3y, 0.0% of budgetBowdoin College: $154,000 over 3y, 0.0% of budgetMetropolitan Opera Association Inc: $143,500 over 3y, 0.1% of budgetTHE PHILHARMONIC SYMPHONY SOCIETY OF NY INC: $110,000 over 3y, 0.1% of budgetST BERNARD'S SCHOOL INC: $104,000 over 3y, 0.3% of budgetPHILLIPS EXETER ACADEMY: $103,000 over 2y, 0.0% of budgetWilliams College: $76,000 over 3y, 0.0% of budgetAMHERST COLLEGE TRUSTEES: $76,000 over 3y, 0.0% of budgetTHE CHAPIN SCHOOL LTD: $52,000 over 3y, 0.1% of budgetGLIMMERGLASS OPERA THEATRE INC: $15,000 over 1y, 0.2% of budgetDANA HALL SCHOOL: $6,000 over 2y, 0.0% of budgetDUTCHESS LAND CONSERVANCY INC: $5,250 over 2y, 0.1% of budgetMETROPOLITAN MUSEUM OF ART: $5,000 over 1y, 0.0% of budgetThe Frick Collection: $4,000 over 2y, 0.0% of budgetThe George Washington University: $3,000 over 1y, 0.0% of budget122 EAST 66TH STREET FOUNDATION INC: $3,000 over 2y, 0.2% of budgetThe Pierpont Morgan Library: $3,000 over 2y, 0.0% of budgetAMERICAN FRIENDS OF THE SALZBURG EASTER FESTIVAL: $2,000 over 2y, 1.6% of budgetPRESERVATION LEAGUE OF NEW YORK STATE: $1,500 over 2y, 0.1% of budgetMILLBROOK LIBRARY: $1,500 over 2y, 0.1% of budgetCARY INSTITUTE OF ECOSYSTEM STUDIES INC: $1,000 over 1y, 0.0% of budgetTHE TRUSTEES OF THE SMITH COLLEGE: $1,000 over 1y, 0.0% of budgetSING FOR HOPE INC: $1,000 over 1y, 0.0% of budgetBRONXWORKS INC: $1,000 over 2y, 0.0% of budgetVISITING NURSE SERVICE OF NEW YORK: $1,000 over 1y, 0.0% of budgetCANTERBURY CHORAL SOCIETY INC: $1,000 over 1y, 0.7% of budgetPresident and Fellows of Harvard College: $1,000 over 1y, 0.0% of budgetENVIRONMENTAL ADVOCATES NY INC: $500 over 1y, 0.0% of budgetTHE ALLEN-STEVENSON 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.

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.

The Ayco Charitable F…The New York Communit…The Bessemer Giving F…The Goldman Sachs Cha…Ibm International Fou…Vanguard Charitable E…National Philanthropi…Ge Aerospace Foundati…Morgan Stanley Global…Gs Donor Advised Phil…Jpmorgan Chase Founda…Donor Advised Charita…
The Ayco Charitable FoundationNY17.4× affinity7 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Ayco Charitable Foundation · The New York Community Trust · The Bessemer Giving Fund · The Goldman Sachs Charitable Gift Fund · Ibm International Foundation · Vanguard Charitable Endowment Program · National Philanthropic Trust · Ge Aerospace Foundation · Morgan Stanley Global Impact Funding Trust Inc · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · Jpmorgan Chase Foundation · Donor Advised Charitable Giving Inc

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 John R & Joyce McC Hupper Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from The John R & Joyce McC Hupper Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 20%0%1%3%5%funder's share of their income ↑0%23%45%68%90%share of the org’s income from government →median 1%
  • President and Fellows of Harvard College: 7% of income from government
  • The Trustees of the Smith College: 1% of income from government
  • Wellesley College: 1% of income from government
  • Amherst College Trustees: 0% of income from government
  • Williams College: 0% of income from government
no gov moneyreceives it· size = income
2get no government money at all
8report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–90%
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 38 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 2019, released 2019. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Possibly out of date. A more recent filing (FY2024) is on record and reports no grant expense, so the figures above are from FY2019, the most recent year this funder made grants.

Source object · view filing

Play a game based on John R & Joyce McC Hupper’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