· Charitable trust
The Loring Wolcott & Coolidge Charitable Trust-I
To support the work of other 501(c)(3) charitable organizations through grantmaking.
What you funded, over time
Every grant clustered by its grantee’s IRS cause code (NTEE), by year — across FY2017–2024.
Where the money goes
Your grants by size, and where they go.
The 155 grants below total $3,156,722 — the rows itemised in this filing. The $4,115,516 headline is the total grant expense reported on the return, so the remaining $958,794 is giving the schedule does not break out: grants under the $5,000 itemisation floor, grants to individuals, and grants reported on other schedules. Every figure below describes the itemised rows only.
By grant size · FY2024
- Under $10k45 grants · $309k
- $10k–50k96 grants · $1.8M
- $50k–250k14 grants · $1.1M
| Recipient | Amount |
|---|---|
| WHERE DO WE GO BERKELEY | $131,000 |
| BEST FRIENDS ANIMAL SOCIETY | $125,000 |
| MANOMET INC | $108,400 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF LOUISIANA | $100,000 |
| NASHOBA BROOKS SCHOOL OF CONCORD | $100,000 |
| THE PACHAMAMA ALLIANCE | $100,000 |
| BUZZARDS BAY COALITION | $65,500 |
| ANIMAL RESCUE LEAGUE OF BOSTON | $65,000 |
| DOCTORS WITHOUT BORDERS USA | $51,665 |
| RAZIAS RAY OF HOPE FOUNDATION | $50,000 |
| ST JOSEPHS COLLEGE OF MAINE | $50,000 |
| ST SEBASTIANS SCHOOL | $50,000 |
| MEDIA MATTERS FOR AMERICA | $50,000 |
| LEWIS & CLARK COLLEGE | $50,000 |
| FIRST PRESBYTERIAN CHURCH SAN ANSELMO | $45,000 |
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 (FY17–24, $1.3M) land where the poverty rate runs at 12%, against an area that typically sits at 10%. 55% of those dollars go to grantees based in above-average-need neighborhoods. Your grants spread fairly evenly across need levels.
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.
Which US states your grants reach
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 +30% since the first grant, against +22% for the ones you funded once.
208 repeat relationships — 113 still active in FY2024, 95 since wound down; 36 grantees were first funded in FY2024 (too recent to call).
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 FY2024, 71% of grant dollars renewed an existing relationship; $872k 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
- TPTHE PUPPY RESCUE MISSION INC8× · 2017–2024 · $502k · revenue +1%
- RRRAZIAS RAY OF HOPE FOUNDATION8× · 2017–2024 · $450k · revenue +9%
- CFCenter for the Advancement of the Steady State Economy3× · 2018–2021 · $375k · revenue +33%
Funded once
- CLCONCORD LAND CONSERVATION TRUSTone grant, 2017 · $105k · revenue -68%
- CSCOMMUNITY SYSTEMS INCgraduatedone grant, 2018 · $100k · revenue +94%
- EIENERGY INNOVATION REFORM PROJECTgraduatedone grant, 2021 · $100k · revenue +100% · 25% of their budget
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.
The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.
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…
Wheaton college provides a transformative liberal arts education, combining theory and practice, for intellectually curious students within a collaborative and vibrant extended community and network that values and strives to create an…
Bates is a college of the liberal arts and sciences, and is a coeducational, nonsectarian, residential college with special commitments to academic rigor, and to assuring in all of its efforts the dignity of each individual, and access to…
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.
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…
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…
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.
Northeast college of health sciences (the college) is committed to academic excellence, leadership, and professional best practices in the health sciences.
Wilson college empowers students to be confident and critical thinkers, creative visionaries, effective communicators, honorable leaders, and agents of justice.
The organization's primary exempt purpose is to provide access to and conduct activities in furtherance of higher education.
To preserve the unique character and natural resources of harvard.
For reference, the grantee most central to the portfolio’s shape is Social and Environmental Entrepreneurs (See) Inc and the most unlike its peers is High Falls Ctr Developmentally Disabled. 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 41 years old; the field is 16. You back the established end — and your money leans older still.
The field is 22% startups (under 5 years old) — 1% of your grantees by number, and just 1% of your money.
The orgs you fund almost never close — 0.2% lost their exemption, against 13% 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.
379 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. 379 of the 416 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
Showing your 200 largest grantees by grant value.
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 THE PUPPY RESCUE MISSION INC ↗
- Who funds COMMUNITY FOUNDATION FOR MONTEREY COUNTY ↗
- Who funds President and Fellows of Harvard College ↗
- Who funds RAZIAS RAY OF HOPE FOUNDATION ↗
- Who funds Center for the Advancement of the Steady State Economy ↗
- Who funds MANOMET INC ↗
- Who funds BUZZARDS BAY COALITION ↗
- Who funds WGBH Educational Foundation ↗
- Who funds NORTHEAST WILDERNESS TRUST CORPORATION ↗
- Who funds PEABODY ESSEX MUSEUM INC ↗
- Who funds MEDECINS SANS FRONTIERES USA INC ↗
- Who funds GRASSROOTS INTERNATIONAL INC ↗
- Who funds Wellesley College ↗
- Who funds SPIRIT IN ACTION ↗
- Who funds FRIENDS OF THE LOBKOWICZ COLLECTIONS INC ↗
- Who funds PATHFINDER INTERNATIONAL ↗
- Who funds HEARTBEET LIFESHARING CORPORATION ↗
- Who funds ANIMAL RESCUE LEAGUE OF BOSTON ↗
- Who funds WESLEYAN UNIVERSITY ↗
- Who funds Williams College ↗
- Who funds OXFAM-AMERICA INC ↗
- Who funds Where Do We Go Berkeley ↗
- Who funds BOSTON LYRIC OPERA COMPANY ↗
- Who funds FAMILY PLANNING ASSOCIATION OF MAINE INC ↗
- Who funds The Pachamama Alliance ↗
- Who funds Repairers of the Breach ↗
- Who funds Trinity Repertory Company ↗
- Who funds Infact DBA Corporate Accountability ↗
- Who funds CONCORD CARLISLE FOUNDATION INC ↗
- Who funds THE CENTER FOR REPRODUCTIVE RIGHTS INC ↗
- Who funds BROOKS SCHOOL ↗
- Who funds LIGHTHAWK ↗
- Who funds International Rescue Committee INC ↗
- Who funds PLANNED PARENTHOOD FEDERATION OF AMERICA INC ↗
- Who funds WESTOVER SCHOOL INC ↗
- Who funds PARTNERS IN HEALTH A NONPROFIT CORPORATION ↗
- Who funds WILLAMETTE UNIVERSITY ↗
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: Boston Foundation Inc · Maine Community Foundation Inc · Fidelity Foundation · Essex County Community Foundation Inc · Eastern Bank Foundation · Combined Jewish Philanthropies of Greater Boston Inc · Barr Foundation · Davis Conservation Foundation · Cummings Foundation Grants Inc (Fka Oneworld Boston Inc) · The Virginia Wellington Cabot Foundation · Amelia Peabody Charitable Fund Trust · The Orchard Foundation
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 Loring Wolcott & Coolidge Charitable Trust-I 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.
- Capstone Community Action Inc — 84% of income from government
- Boston Area Rape Crisis Center Inc — 82% of income from government
- Jeanne Geiger Crisis Center Inc — 40% of income from government
- Upper Valley Haven — 38% of income from government
- Buzzards Bay Coalition — 37% of income from government
- Massachusetts Institute of Technology — 35% of income from government
- Greater Boston Food Bank Inc — 22% of income from government
- Habitat for Humanity Portland Metro East — 14% of income from government
- Heartbeet Lifesharing Corporation — 13% of income from government
- Chica Inc — 12% of income from government
- Trustees of Boston University — 12% of income from government
- Manomet Inc — 12% of income from government
- Yale University — 12% of income from government
- Planned Parenthood of Southern New England Inc — 10% of income from government
- Central City Concern — 10% of income from government
- Essex County Greenbelt Association — 8% of income from government
- Impact Nw — 8% of income from government
- President and Fellows of Harvard College — 7% of income from government
- Hubbard Brook Research Foundation — 6% of income from government
- Project Learn Inc — 5% of income from government
- Huntington Theatre Co Inc — 4% of income from government
- Upstream Usa Inc — 4% of income from government
- Planned Parenthood League of Massachusetts Inc — 3% of income from government
- Dont Miss a Beat Inc — 3% of income from government
- Native Plant Trust Inc — 3% of income from government
- Boston Lyric Opera Company — 3% of income from government
- Greater Boston Legal Services Inc — 3% of income from government
- Peabody Essex Museum Inc — 3% of income from government
- Newton at Home Inc — 3% of income from government
- Community Systems Inc — 3% of income from government
- Northeast Wilderness Trust Corporation — 2% of income from government
- Trustees of Eliot School — 2% of income from government
- Handel and Haydn Society — 2% of income from government
- Society for the Preservation of New Engl — 2% of income from government
- Boys & Girls Clubs of Boston Inc — 2% of income from government
- Lewis & Clark College — 2% of income from government
- The Trustees of Reservations — 2% of income from government
- Willamette University — 1% of income from government
- The Trustees of the Smith College — 1% of income from government
- Massachusetts Audubon Society Inc — 1% of income from government
- Wesleyan University — 1% of income from government
- Wellesley College — 1% of income from government
- Wgbh Educational Foundation — 1% of income from government
- Friends of the Public Garden Inc — 1% of income from government
- Proprietors of the Boston Athenaeum — 0% of income from government
- Boston Symphony Orchestra Inc — 0% of income from government
- Museum of Science — 0% of income from government
- The Epiphany School Inc — 0% of income from government
- Animal Rescue League of Boston — 0% of income from government
- Partners in Health a Nonprofit Corporation — 0% of income from government
- Naples Community Hospital Inc — 0% of income from government
- Milton Academy — 0% of income from government
- The Vermont Community Foundation — 0% of income from government
- St Andrew's School of Delaware Inc — 0% of income from government
- Williams College — 0% of income from government
- Infact Dba Corporate Accountability — 0% of income from government
- Boston Foundation Inc — 0% of income from government
- Oxfam-America Inc — 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.
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Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.