· 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.
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: 20 organizations, $101k. It is dated, not current.
Organizations named directly on the return
Amber years are those where most dollars went to a sponsor.
What you funded, over time
Every grant clustered by its grantee’s IRS cause code (NTEE), by year — across FY2018–2021.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2019
- Under $10k33 grants · $61k
- $10k–50k2 grants · $40k
| Recipient | Amount |
|---|---|
| METROPOLITAN OPERA ASSOCIATION | $20,000 |
| GLIMMERGLASS FESTIVAL | $20,000 |
| NEW YORK PHILHARMONIC | $5,000 |
| WEILL CORNELL MEDICAL CENTER | $5,000 |
| WELLESLEY COLLEGE | $5,000 |
| WELLESLEY COLLEGE | $5,000 |
| FUND FOR THE MET | $5,000 |
| DANA HALL SCHOOL | $4,000 |
| GLIMMERGLASS FESTIVAL | $3,000 |
| METROPOLITAN OPERA ASSOCIATION | $2,500 |
| ST BERNARD'S SCHOOL | $2,000 |
| BOWDOIN COLLEGE | $2,000 |
| 122 EAST 66TH STREET FOUNDATION | $1,500 |
| MET BROADCAST CAMPAIGN | $1,500 |
| DUTCHESS LAND CONSERVANCY | $1,500 |
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.
Your 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 your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein 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 — shown as context about the area, never attributed to your giving.
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.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +32% since the first grant, against +31% for the ones you 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
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2021, 100% of grant dollars renewed an existing relationship; $0 went to new ones.
Where new relationships form · theme of each grantee’s first grant
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
- WCWellesley College3× · 2018–2021 · $218k · revenue +81%
- BCBowdoin College3× · 2018–2021 · $154k · revenue +89%
- TPTHE PHILHARMONIC SYMPHONY SOCIETY OF NY INC3× · 2018–2021 · $110k · revenue +27%
Funded once
- GOGLIMMERGLASS OPERA THEATRE INCone grant, 2018 · $15k · revenue -12%
- MMMETROPOLITAN MUSEUM OF ARTgraduatedone grant, 2018 · $5k · revenue +58%
- TGThe George Washington Universitygraduatedone grant, 2018 · $3k · revenue +26%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
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.
To educate students to be ethical and socially responsible leaders in a global community.
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
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…
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…
The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.
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…
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.
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.
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.
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…
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…
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…
For reference, the grantee most central to the portfolio’s shape is The Philharmonic Symphony Society of Ny Inc and 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.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
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 78 years old; the field is 19. You back the established end — and your money leans older still.
The field is 19% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 11% of the field you don’t fund.
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.
29 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 29 of the 38 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
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.
- Who funds FIDELITY INVESTMENTS CHARITABLE GIFT FUND ↗
- Who funds Wellesley College ↗
- Who funds Bowdoin College ↗
- Who funds Metropolitan Opera Association Inc ↗
- Who funds THE PHILHARMONIC SYMPHONY SOCIETY OF NY INC ↗
- Who funds ST BERNARD'S SCHOOL INC ↗
- Who funds PHILLIPS EXETER ACADEMY ↗
- Who funds Williams College ↗
- Who funds AMHERST COLLEGE TRUSTEES ↗
- Who funds THE CHAPIN SCHOOL LTD ↗
- Who funds GLIMMERGLASS OPERA THEATRE INC ↗
- Who funds DANA HALL SCHOOL ↗
- Who funds DUTCHESS LAND CONSERVANCY INC ↗
- Who funds METROPOLITAN MUSEUM OF ART ↗
- Who funds The Frick Collection ↗
- Who funds The George Washington University ↗
- Who funds The Pierpont Morgan Library ↗
- Who funds 122 EAST 66TH STREET FOUNDATION INC ↗
- Who funds AMERICAN FRIENDS OF THE SALZBURG EASTER FESTIVAL ↗
- Who funds PRESERVATION LEAGUE OF NEW YORK STATE ↗
- Who funds CANTERBURY CHORAL SOCIETY INC ↗
- Who funds THE TRUSTEES OF THE SMITH COLLEGE ↗
- Who funds CARY INSTITUTE OF ECOSYSTEM STUDIES INC ↗
- Who funds BRONXWORKS INC ↗
- Who funds VISITING NURSE SERVICE OF NEW YORK ↗
- Who funds SING FOR HOPE INC ↗
- Who funds President and Fellows of Harvard College ↗
- Who funds ENVIRONMENTAL ADVOCATES NY INC ↗
- Who funds THE ALLEN-STEVENSON SCHOOL ↗
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.
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
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 organization The John R & Joyce McC Hupper Charitable 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.
- 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
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 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.