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Florida · Private foundation

The Margetts 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.

$12k
Granted FY2024(still arriving)
12
Grants FY2024
9
Organizations funded FY2023
0%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$1,000
Largest grant, FY2024
$2,500
Organizations funded a year
9 to 50
FY2017 to FY2023
States reached, FY2024
5
Total assets, FY2024
$82k
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 0% of the organizations The Margetts Foundation funded were first-time grantees, receiving 0% of its grant dollars.

New vs renewed · share of each year

In FY2023, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

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

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

’18’19’20’21’22’23
EducationEnvironmentAnimalsHuman ServicesInternationalFood & NutritionOther
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.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving11$11k9%
FY20239$10k0%
FY202236$122k3%
FY202150$26k14%
FY202049$24k12%
FY201947$36k13%
FY201849$31k20%
FY201747$26kn/a
98% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Human Services$138kPhilanthropy$46kEducation$41kArts & Culture$37kHealth$26kReligion$11kCommunity Improvement$5kEnvironment$4kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

NH
MI
NY
PA
NJ
CT
CA
VA
DC
FL

Top grantees

Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.

Show all 43 grantees
All grantees of The Margetts Foundation by total granted
GranteeTotal grantedYearsShare of their budget
Frost Valley YMCA$129,25081%
Kessler Foundation Inc$18,00070%
County College of Morris Foundation$12,20080%
The Perlman Music Programsuncoast Inc$9,80060%
Perry County Literacy Council$7,45081%
Boca Grande Health Clinic Fndtn Inc$6,75070%
Perry County Council of the Arts$5,75070%
Sarasota Opera Association Inc$5,65550%
St Andrews Church$4,6005n/a
Washtenaw Area Council for Children$4,25061%
University of Virginia Law School Foundation$3,35070%
Gasparilla Isl Conser & Improve Assn$3,20080%
Ringling College Library Association Inc$3,00020%
Friends of Boca Grande Community Center Inc$2,55030%
Virginia Musical Museum$2,25074%
Royal Palm Players Inc$1,95060%
Kimball Union Academy$1,90040%
Johann Fust Library Foundation Inc$1,45060%
Boca Grande Woman's Club Inc$1,21020%
Ringling College of Art and Design Inc$1,00020%
Bloomfield College of Montclair State University Inc$90060%
Newport Public Library$85060%
New Vernon Volunteer Fire Department$80060%
The Greater Morristown YMCA Inc$80060%
Sphinx Foundation$80060%
Suncoast Humane Societyinc$80040%
Colonial Williamsburg Foundation$77060%
Boca Grande Historical Society Inc$72560%
Land Conservancy Inc$60051%
Carson Long Military Academy$60020%
Friends of the World Food Program Inc$5001n/a
Newark Academy$50040%
World Central Kitchen Inc$50020%
National Civil War Museum$47560%
Millersburg Ferry Boat Association$45060%
The George Washington University$40030%
Special Olympics New Jersey Inc$25010%
Food for the Poor Inc$25010%
Macculloch Hall Historical Museum$25020%
Harding Township Historical Society Inc$2501n/a
The Everglades Foundation Inc$20020%
Harding Land Trust$10010%
Neighbor Helping Neighbor Food Bank Inc$10010%

What it could do for these grantees

Plus 35 recipients with no EIN on record ($48k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget The Margetts Foundation supplied at peak.

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetFrost Valley YMCA: $129,250 over 8y, 0.9% of budgetKessler Foundation Inc: $18,000 over 7y, 0.0% of budgetCounty College of Morris Foundation: $12,200 over 8y, 0.5% of budgetThe Perlman Music Programsuncoast Inc: $9,800 over 6y, 0.4% of budgetPerry County Literacy Council: $7,450 over 8y, 0.8% of budgetBoca Grande Health Clinic Fndtn Inc: $6,750 over 7y, 0.0% of budgetPerry County Council of the Arts: $5,750 over 7y, 0.3% of budgetSarasota Opera Association Inc: $5,655 over 5y, 0.0% of budgetWashtenaw Area Council for Children: $4,250 over 6y, 0.7% of budgetUniversity of Virginia Law School Foundation: $3,350 over 7y, 0.0% of budgetGasparilla Isl Conser & Improve Assn: $3,200 over 8y, 0.0% of budgetRingling College Library Association Inc: $3,000 over 2y, 0.1% of budgetFriends of Boca Grande Community Center Inc: $2,550 over 3y, 0.1% of budgetVirginia Musical Museum: $2,250 over 7y, 4.2% of budgetRoyal Palm Players Inc: $1,950 over 6y, 0.2% of budgetKimball Union Academy: $1,900 over 4y, 0.0% of budgetJohann Fust Library Foundation Inc: $1,450 over 6y, 0.1% of budgetBoca Grande Woman's Club Inc: $1,210 over 2y, 0.1% of budgetRingling College of Art and Design Inc: $1,000 over 2y, 0.0% of budgetBloomfield College of Montclair State University Inc: $900 over 6y, 0.0% of budgetNewport Public Library: $850 over 6y, 0.2% of budgetNew Vernon Volunteer Fire Department: $800 over 6y, 0.0% of budgetThe Greater Morristown YMCA Inc: $800 over 6y, 0.0% of budgetSphinx Foundation: $800 over 6y, 0.0% of budgetSuncoast Humane Societyinc: $800 over 4y, 0.0% of budgetColonial Williamsburg Foundation: $770 over 6y, 0.0% of budgetBoca Grande Historical Society Inc: $725 over 6y, 0.1% of budgetLand Conservancy Inc: $600 over 5y, 1.3% of budgetCarson Long Military Academy: $600 over 2y, 0.0% of budgetNewark Academy: $500 over 4y, 0.0% of budgetWorld Central Kitchen Inc: $500 over 2y, 0.0% of budgetNational Civil War Museum: $475 over 6y, 0.0% of budgetMillersburg Ferry Boat Association: $450 over 6y, 0.1% of budgetThe George Washington University: $400 over 3y, 0.0% of budgetSpecial Olympics New Jersey Inc: $250 over 1y, 0.0% of budgetFood for the Poor Inc: $250 over 1y, 0.0% of budgetMacculloch Hall Historical Museum: $250 over 2y, 0.0% of budgetThe Everglades Foundation Inc: $200 over 2y, 0.0% of budgetHarding Land Trust: $100 over 1y, 0.0% of budgetNeighbor Helping Neighbor Food Bank Inc: $100 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 40.

Nonprofits that may fit its grantmaking

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.

Gulf Coast Community Foundation IncFL26.4× affinity11 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Gulf Coast Community Foundation Inc · Community Foundation of New Jersey · Sullivan Family Foundation Foundation · Fletcher Foundation Inc · Ia Lenoir Charitable Tr · Community Foundation of Greater Memphis Inc · The Community Foundation of Sarasota Co Inc · Carbonari Family Foundation · Sweet Peas Foundation · The Joanne E Masin Foundation · Howe Family Foundation · Vick Foundation 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.

Compare The Margetts Foundation with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to The Margetts Foundation?

Find your warmest path to The Margetts Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

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.

About The Margetts Foundation

How much does The Margetts Foundation give?
The Margetts Foundation reported 12 grants totaling $12,050 in its FY2024 IRS filing. It funded between 9 and 50 organizations a year over FY2017 to FY2023.
What does The Margetts Foundation fund?
By grant dollars over FY2017 to FY2024, its largest causes are Human Services (44%), Philanthropy (15%), Education (13%).
Who are The Margetts Foundation's largest grantees?
By total granted over FY2017 to FY2024: Frost Valley YMCA ($129k), Kessler Foundation Inc ($18k), County College of Morris Foundation ($12k).
Does The Margetts Foundation fund new organizations?
In FY2023, 0% of the organizations it funded were first-time grantees.
Does The Margetts Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as The Margetts Foundation?
Its strongest co-funders, measured against what their size predicts, include Gulf Coast Community Foundation Inc, Community Foundation of New Jersey, Sullivan Family Foundation Foundation.
Where is The Margetts Foundation based?
The Margetts Foundation is based in FL.

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

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