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· 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 FY2024still arriving
12
Grants FY2024still arriving
5
States reached
$3k
Largest
01What you fund
0198% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20172024.

Human Services$138kPhilanthropy$46kEducation$41kArts & Culture$37kHealth$26kReligion$11kCommunity Improvement$5kEnvironment$4kOther$0
02FY2024 · 12 grants

Where the money goes

Your grants by size, and where they go.

$1,000
Median grant
5
States reached
$82k
Total assets
Largest grants
RecipientAmount
Frost Valley YMCA$2,500
Foundation for Enhancing Communities$1,500
Community Foundation of NJ$1,500
County College of Morris Foundation$1,300
Friends of Boca Grande$1,000
St Andrews Church$1,000
Perry County Literacy Council$750
Perry County Council of the Arts$500
Gasparilla Island Conservation & Improvement Assoc$500
Newport Revitalization & Preservation Society$500
University of Virginia Law School Foundation$500
Kessler Foundation$500
02The need
03

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.

show:

Your human-services grants (FY17–24, $150k) land where the poverty rate runs at 15%, against an area that typically sits at 10%. 88% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 10%Frost Valley YMCA: $96k → 16%Frost Valley YMCA: $6k → 16%Friends of Boca Grande Community Center: $2k → 11%Frost Valley YMCA: $6k → 16%World Food Program: $500 → 14%Frost Valley YMCA: $6k → 16%Frost Valley YMCA: $5k → 16%Frost Valley YMCA: $5k → 16%Frost Valley YMCA: $3k → 16%Frost Valley YMCA: $2k → 16%Frost Valley YMCA: $2k → 16%Friends of Boca Grande Community Center: $550 → 11%Kessler Foundation: $5k → 4%Kessler Foundation: $5k → 4%Kessler Foundation: $3k → 4%Kessler Foundation: $3k → 4%Friends of Boca Grande Community Center: $500 → 11%Kessler Foundation: $2k → 4%Kessler Foundation: $1k → 4%Kessler Foundation: $500 → 4%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

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

NH
MI
NY
PA
NJ
CT
CA
VA
DC
FL

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.

03Your edge
repeat funding

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.

97%of every dollar goes to organizations you’ve funded before.
$276k · 57 repeat orgs$9k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +44% since the first grant, against +13% for the ones you funded once.

57 repeat relationships — 10 still active in FY2024, 47 since wound down; 1 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

57
20

Total granted

$276k
$8k

Median revenue growth · since first grant

+44%
+13%

Still filing today

60%
25%

New vs renewed · share of each year

In FY2024, 91% of grant dollars renewed an existing relationship; $1k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

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

’17’18’19’20’21’22’23’24
Arts & CultureEducationHuman ServicesEnvironmentInternationalPhilanthropyOther

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

  • FV
    FROST VALLEY YMCA
    8× · 2017–2024 · $129k · revenue +42%
  • KF
    Kessler Foundation Inc
    7× · 2017–2024 · $18k · revenue +50%
  • CC
    COUNTY COLLEGE OF MORRIS FOUNDATION
    8× · 2017–2024 · $12k · revenue +75%

Funded once

  • RM
    Ringling Museum and Art Foundation
    one grant, 2017 · $2k
  • SA
    St Andrew's Episcopal Church
    one grant, 2017 · $1k
  • CF
    Community Foundation of NJ Harding Twp
    one grant, 2017 · $1k

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

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.

1
Gettysburg College

Gettysburg college is a residential, undergraduate college of the liberal arts and sciences.

Education
2
Wilson College

Wilson college empowers students to be confident and critical thinkers, creative visionaries, effective communicators, honorable leaders, and agents of justice.

Education
3
Boston Architectural College

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

4
Rhode Island School of Design

The mission of rhode island school of design, through its college and museum,is to educate its students and the public in the creation and (see schedule o)appreciation of works of art and design, to discover and transmit knowledge and to…

Education
5
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
6
Barton College

Founded in 1902, barton college is a four-year, private, liberal arts college located in wilson, n.c. the barton experience focuses on academic excellence within a wide range of professional and liberal arts programs leading to…

Education
7
Furman University

The primary mission of furman as a liberal arts institution is to provide a distinctive education in fine arts, humanities, social sciences, mathematics and the sciences, as well as selected professional disciplines.

Education
8
United States Naval Institute

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.

9
Florida Gulf Coast University Foundation Inc

To advance florida gulf coast university and its students by promoting the institution, securing philanthropy to support the needs of the university, managing and administering assets with a long term perspective, and providing resources…

Education
10
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
11
St Francis College

St. francis college is an independent, coeducational institution of higher education chartered by an act of the regents of the university of the state of new york on april 10, 1957.

Education
12
Saint Anselm College

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…

Education

For reference, the grantee most central to the portfolio’s shape is Food for the Poor Inc and the most unlike its peers is Millersburg Ferry Boat Association. 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.

← shrinkinggrowing →↓ leaning in → pulling backsteadyYmca Youth DevelopmentElementary Literacy TutoringLocal History MuseumsEnvironmental Conservation …Animal Rescue and ShelterIndependent K-12 SchoolsPublic Library OperationsHealth Access Advocacy and …Community College Foundatio…Community FoundationsCommunity Arts CentersOrchestra and Ensemble Perf…
the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side
Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

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 FIELDby orgYOUR GRANTEESby number22%2%<5yr14%2%5–10yr19%9%10–20yr16%26%20–35yr13%28%35–55yr16%33%55yr+
THE FIELDby orgYOUR MONEYby value22%0%<5yr14%0%5–10yr19%2%10–20yr16%24%20–35yr13%14%35–55yr16%61%55yr+

The field is 22% startups (under 5 years old) — 2% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close 0.0% lost their exemption, against 13% of the field you don’t fund.

orgs you fund
0.0%0/47
the rest of the field
13%
240,396/1,819,518

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.

04the grantee network

45 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 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 45 of the 82 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.

0
Load-bearing (≥25% of a budget)
12
Early backer (in before they grew)
43/45
Grantees still filing
34/45
Grew since you first funded

Where your money sits — by cause, then by grantee

FROST VALLEY YMCA — $129,250 · Human ServicesFROST VALLEY YMCATHE FOUNDATION FOR ENHANCING COMMUNITIES — $29,450 · Human ServicesTHE FOUNDATION FOR ENHANCING COMMUNITIESKessler Foundation Inc — $18,000 · Human ServicesKessler Foundation Inc+2 more — $3,050 · Human ServicesCommunity Foundation of NJ — $13,500 · OtherCommunity Foundation of …St Peter's Episcopal Church — $4,850 · OtherSt Peter's Episcopal Chu…ST ANDREWS CHURCH — $4,600 · OtherST ANDREWS CHURCHNewport Revitalization and Preservation Society — $4,500 · OtherNewport Revitalization a…WASHTENAW AREA COUNCIL FOR CHILDREN — $4,250 · OtherWASHTENAW AREA COUNCIL F…RINGLING COLLEGE LIBRARY ASSOCIATION INC — $3,000 · OtherIndividual grant recipient — $2,800 · OtherKent Fund — $2,650 · Other+43 more — $27,460 · Other+43 moreTHE PERLMAN MUSIC PROGRAMSUNCOAST INC — $9,800 · Arts & CultureTHE PERLMA…PERRY COUNTY COUNCIL OF THE ARTS — $5,750 · Arts & CulturePERRY COUN…Sarasota Opera Association Inc — $5,655 · Arts & CultureSarasota O…VIRGINIA MUSICAL MUSEUM — $2,250 · Arts & CultureVIRGINIA M…ROYAL PALM PLAYERS INC — $1,950 · Arts & CultureROYAL PALM…+5 more — $3,220 · Arts & Culture+5 moreCOUNTY COLLEGE OF MORRIS FOUNDATION — $12,200 · EducationCOUNTY CO…Perry County Literacy Council — $7,450 · EducationPerry Cou…UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION — $3,350 · EducationUNIVERSIT…KIMBALL UNION ACADEMY — $1,900 · EducationKIMBALL U…RINGLING COLLEGE OF ART AND DESIGN INC — $1,000 · Education+3 more — $1,350 · EducationBOCA GRANDE HEALTH CLINIC FNDTN INC — $6,750 · PhilanthropyCHARLOTTE COMMUNITY FOUNDATION INC — $1,000 · PhilanthropyNORTH VALLEY COMMUNITY FOUNDATION — $500 · PhilanthropyGASPARILLA ISL CONSER & IMPROVE ASSN — $3,200 · EnvironmentLAND CONSERVANCY INC — $600 · EnvironmentTHE EVERGLADES FOUNDATION INC — $200 · Environment+1 more — $100 · EnvironmentSUNCOAST HUMANE SOCIETYINC — $800 · Animals
Human Services$179,750Other$67,610Arts & Culture$28,625Education$27,250Philanthropy$8,250Environment$4,100Animals$800

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetFROST VALLEY YMCA — $129,250 over 8y, 0.9% of budgetTHE FOUNDATION FOR ENHANCING COMMUNITIES — $29,450 over 8y, 0.0% 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 budgetCHARLOTTE COMMUNITY FOUNDATION INC — $1,000 over 1y, 0.0% 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 budgetSUNCOAST HUMANE SOCIETYINC — $800 over 4y, 0.0% of budgetThe Greater Morristown YMCA Inc — $800 over 6y, 0.0% of budgetNEW VERNON VOLUNTEER FIRE DEPARTMENT — $800 over 6y, 0.0% of budgetSPHINX FOUNDATION — $800 over 6y, 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 budgetHILLSDALE COLLEGE — $450 over 5y, 0.0% of budgetThe George Washington University — $400 over 3y, 0.0% of budgetMACCULLOCH HALL HISTORICAL MUSEUM — $250 over 2y, 0.0% of budgetFOOD FOR THE POOR INC — $250 over 1y, 0.0% of budgetSPECIAL OLYMPICS NEW JERSEY INC — $250 over 1y, 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
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 FROST VALLEY YMCA
  • Who funds THE FOUNDATION FOR ENHANCING COMMUNITIES
  • Who funds Kessler Foundation Inc
  • Who funds COUNTY COLLEGE OF MORRIS FOUNDATION
  • Who funds THE PERLMAN MUSIC PROGRAMSUNCOAST INC
  • Who funds Perry County Literacy Council
  • Who funds BOCA GRANDE HEALTH CLINIC FNDTN INC
  • Who funds PERRY COUNTY COUNCIL OF THE ARTS
  • Who funds Sarasota Opera Association Inc
  • Who funds WASHTENAW AREA COUNCIL FOR CHILDREN
  • Who funds UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION
  • Who funds GASPARILLA ISL CONSER & IMPROVE ASSN
  • Who funds RINGLING COLLEGE LIBRARY ASSOCIATION INC
  • Who funds FRIENDS OF BOCA GRANDE COMMUNITY CENTER INC
  • Who funds VIRGINIA MUSICAL MUSEUM
  • Who funds ROYAL PALM PLAYERS INC
  • Who funds KIMBALL UNION ACADEMY
  • Who funds JOHANN FUST LIBRARY FOUNDATION INC
  • Who funds BOCA GRANDE WOMAN'S CLUB INC
  • Who funds CHARLOTTE COMMUNITY FOUNDATION INC
  • Who funds RINGLING COLLEGE OF ART AND DESIGN INC
  • Who funds BLOOMFIELD COLLEGE OF MONTCLAIR STATE UNIVERSITY INC
  • Who funds Newport Public Library
  • Who funds SUNCOAST HUMANE SOCIETYINC
  • Who funds The Greater Morristown YMCA Inc

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.

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

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 Margetts Foundation 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.

2024
202122232425
no gov · 140%0%1%3%5%your share of their income ↑0%15%30%45%60%share of the org’s income from governmentmedian 54%
  • Kessler Foundation Inc54% of income from government
  • Food for the Poor Inc0% of income from government
no gov moneyreceives it· size = income
14get no government money at all
18report government grants on their 990 we could not trace to a source (not plotted)
1rely on government for over half their income
⤢ axis zoomed · 0–60%
typical government reliance, FY2025

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.

05Through Plinth

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.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 82 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your 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. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

More from the funding graph