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The Philanthropy Roundtable

Philanthropy roundtable pursues a mission to foster excellence in philanthropy, protect philanthropic freedom and help donors advance liberty, opportunity and personal responsibility.

$200k
Granted FY2024still arriving
2
Grants FY2024still arriving
2
States reached
$100k
Largest
01What it funds
01100% classified

What it funded, over time

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

Education$1.0MArts & Culture$150kCommunity Improvement$100kInternational$100kCivil Rights$100kScience & Tech$100kReligion$100kEmployment$25kOther$0
02FY2024 · 2 grants

Where the money goes

Grants by size, and the largest recipients.

$100,000
Median grant
2
States reached
$22M
Total assets
Largest grants
RecipientAmount
WESTERN STOCK SHOW ASSOCIATION$100,000
INTERCESSORS FOR AMERICA$100,000
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:

Dollar for dollar, its grants (FY17–24) land where the poverty rate runs at 13%, against an area that typically sits at 9%. 76% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%COMMONWEALTH FOUNDATION: $25k → 12%CRISTO REY SAN JOSE JESUIT HIGH SCHOOL: $200k → 8%PARTNERSHIP SCHOOLS: $200k → 17%AMERICAN FEDERATION FOR CHILDREN: $100k → 14%FOUNDATION FOR EXCELLENCE IN EDUCATION INC: $200k → 19%ACTON INSTITUTE: $100k → 11%MEMPHIS BROOKS MUSEUM OF ART: $150k → 17%WESTERN STOCK SHOW ASSOCIATION: $100k → 12%UNIVERSITY SCHOOL: $100k → 17%PASSAGES AMERICA ISRAEL: $100k → 7%INTERCESSORS FOR AMERICA: $100k → 4%TALENT MARKET: $25k → 9%HOPE INTERNATIONAL: $100k → 12%HETERODOX ACADEMY: $100k → 17%RIVERFRONT DEVELOPMENT CORPORATION: $100k → 17%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.

Which US states its grants reach

IL
MI
NY
OH
PA
CA
CO
VA
TN
DC
FL
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 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
American Enterprise Institute for Public Policy Research

The american enterprise institute is a community of scholars and supporters committed to expanding liberty, increasing individual opportunity, and strengthening free enterprise. aei pursues these ideals through independent thinking and the…

Social Science
2
President and Fellows of Harvard College

Undergraduate, graduate, and professional education and research across a broad array of academic domains.

Education
3
The Philadelphia School

The philadelphia school educates children for a future that is impossible to know but not impossible to shape. learn here. go anywhere.

—
4
The Common Application Inc

The common application is a not-for-profit membership organization of over 1,100 colleges and universities across the globe committed to access, equity, and integrity in the college admission process. every year, over 1.5 million students…

Education
5
Point Park University

Provides innovative education in a dynamic urban setting. dedicated to academic excellence and community engagement,we prepare students of diverse backgrounds with the knowledge, skill,and experience to lead meaningful lives as informed…

—
6
The Peak School

The peak school seeks to ignite a passion for learning, to develop students of diverse talents and backgrounds who think critically and act with integrity, and to graduate compassionate, confident, capable students who will embrace their…

Education
7
Editorial Projects in Education Inc

Editorial projects in education, inc. (epe) was established to raise the level of awareness and understanding among professionals and the public of important issues in american education through a variety of targeted products and media.…

Arts & Culture
8
Foreign Policy Research Institute

The foreign policy research institute (frpi) is dedicated to producing the highest quality scholarship and nonpartisan policy analysis focused on crucial foreign policy and national security challenges facing the united states. we educate…

International
9
The Institute of World Politics

The institute of world politics is a graduate school of national security and international affairs, dedicated to developing leaders with a sound understanding of international realities and the ethical conduct of statecraft, based on…

International
10
Peter G Peterson Institute for International Economics

The peterson institute for international economics (piie) is an independent nonprofit, nonpartisan research organization dedicated to strengthening prosperity and human welfare in the global economy through expert analysis and practical…

Social Science
11
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
12
Atlantic University Inc

Provide post-secondary education of excellence.

Education
How this is measured
The grantee most central to the portfolio’s shape is American Federation for Children Growth Fund Inc; the most unlike its peers is The Western Stock Show Association. 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

13 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. 13 of the 15 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)
2
Early backer (in before they grew)
13/13
Grantees still filing
7/13
Grew since first funded

Where the money sits, by cause and then by grantee

CRISTO REY SAN JOSE HIGH SCHOOL: $200,000 · EducationCRISTO REY SAN JOSE HIGH SCHOOLFOUNDATION FOR EXCELLENCE IN EDUCATION INC: $200,000 · EducationFOUNDATION FOR EXCELLENCE IN EDUCATION INCUNIVERSITY SCHOOL: $100,000 · EducationUNIVERSITY SCHOOLAMERICAN FEDERATION FOR CHILDREN GROWTH FUND INC: $100,000 · EducationAMERICAN FEDERATION FOR CHILDREN GROWTH FUND INCHETERODOX ACADEMY: $100,000 · EducationHETERODOX ACADEMYPASSAGES AMERICA ISRAEL INC: $100,000 · EducationPASSAGES AMERICA ISRAEL INCPARTNERSHIP FOR INNER CITY EDUCATION DBA PARTNERSHIP SCHOOLS: $200,000 · PhilanthropyPARTNERSHIP F…Memphis Brooks Museum of Art Inc: $150,000 · Arts & CultureMemphis Br…INTERCESSORS FOR AMERICA INC: $100,000 · OtherINTERCESSORS FOR…TALENT MARKET: $25,000 · OtherTALENT MARKETActon Institute for the Study of Religion and Liberty: $100,000 · OtherActon Institute …THE COMMONWEALTH FOUNDATION FOR PUBLIC POLICY ALTERNATIVES: $25,000 · OtherTHE COMMONWEALTH…MEMPHIS RIVER PARKS PARTNERSHIP INC: $100,000 · Community ImprovementHOPE INTERNATIONAL: $100,000 · InternationalTHE WESTERN STOCK SHOW ASSOCIATION: $100,000 · Recreation & Sports
Education$800,000Philanthropy$200,000Arts & Culture$150,000Other$250,000Community Improvement$100,000International$100,000Recreation & Sports$100,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$10Mgrantee revenue →↑ funder's share of their budgetCRISTO REY SAN JOSE HIGH SCHOOL: $200,000 over 1y, 0.9% of budgetFOUNDATION FOR EXCELLENCE IN EDUCATION INC: $200,000 over 1y, 0.9% of budgetMemphis Brooks Museum of Art Inc: $150,000 over 1y, 3.6% of budgetMEMPHIS RIVER PARKS PARTNERSHIP INC: $100,000 over 1y, 1.6% of budgetHOPE INTERNATIONAL: $100,000 over 1y, 0.3% of budgetUNIVERSITY SCHOOL: $100,000 over 1y, 0.1% of budgetTHE WESTERN STOCK SHOW ASSOCIATION: $100,000 over 1y, 0.2% of budgetAMERICAN FEDERATION FOR CHILDREN GROWTH FUND INC: $100,000 over 1y, 0.7% of budgetActon Institute for the Study of Religion and Liberty: $100,000 over 1y, 0.8% of budgetHETERODOX ACADEMY: $100,000 over 1y, 15% of budgetPASSAGES AMERICA ISRAEL INC: $100,000 over 1y, 0.6% of budgetTHE COMMONWEALTH FOUNDATION FOR PUBLIC POLICY ALTERNATIVES: $25,000 over 1y, 0.3% 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 Margaret and Daniel Loeb FoundationNY13.6× affinity4 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Margaret and Daniel Loeb Foundation · Donors Trust Inc · National Philanthropic Trust · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · Jewish Communal Fund · Vanguard Charitable Endowment Program · American Endowment Foundation · Morgan Stanley Global Impact Funding Trust Inc · Natl Christian Charitable Fdn Inc · Donor Advised Charitable Giving Inc · The Bank of America Charitable Foundation Inc · Fidelity Investments Charitable Gift Fund

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 Philanthropy Roundtable funds: left to right is the share of its income from government, bottom to top the share from The Philanthropy Roundtable. 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%6%13%19%25%share of the org’s income from government →
    no gov moneyreceives it· size = income
    2get no government money at all
    2report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–25%
    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 15 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 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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