· Private foundation
The Philmoney Trust
Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2020–2025.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2025
- Under $10k7 grants · $30k
- $10k–50k14 grants · $300k
- $50k–250k4 grants · $245k
| Recipient | Amount |
|---|---|
| MOUNT VERNON LADIES' ASSOCIATION OF THE UNION | $69,500 |
| INTERNATIONAL DOCUMENTARY FOUNDATION | $65,000 |
| CROSSROADS RHODE ISLAND | $60,000 |
| BOYS & GIRLS CLUB OF PROVIDENCE | $50,000 |
| SOCIETY OF THE CINCINNATI INC | $47,000 |
| HOLT-ELWELL MEMORIAL FOUNDATION | $40,000 |
| NATURE CONSERVANCY | $40,000 |
| RHODE ISLAND HISTORICAL SOCIETY | $27,500 |
| PRESERVE RHODE ISLAND | $25,000 |
| 1928 FOUNDATION | $20,000 |
| HOPE CLUB PRESERVATION FUND | $20,000 |
| RHODE ISLAND ZOOLOGICAL SOCIETY | $20,000 |
| NEWPORT HISTORICAL SOCIETY | $10,000 |
| NATHANIEL GREENE HOMESTEAD | $10,000 |
| LIBERTY BAPTIST CHURCH | $10,000 |
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 (FY21–25, $202k) land where the poverty rate runs at 14%, against an area that typically sits at 12%. 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.
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.
23 repeat relationships — 14 still active in FY2025, 9 since wound down; 10 grantees were first funded in FY2025 (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 FY2025, 74% of grant dollars renewed an existing relationship; $140k 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
THE MOUNT VERNON LADIES' ASSOCIATION OF THE UNION5× · 2021–2025 · $252k · revenue +13%
CROSSROADS RHODE ISLAND5× · 2021–2025 · $202k · revenue +29%
THE RHODE ISLAND HISTORICAL SOCIETY5× · 2021–2025 · $100k · revenue +10%
Funded once
- SOSOCIETY OF THE CINCINNATI IN THE STATE OF RHODE ISLANDone grant, 2020 · $25k
- FSFIVE STAR VETERANS CENTERone grant, 2024 · $5k · revenue +23%
- IGIndividual grant recipientone grant, 2023 · $1k
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.
Founded in 1747 on the enlightenment ideals of intellectual pursuit and civic engagement, the redwood library and athenaeum generates knowledge in the humanities for the benefit of the widest possible audience with nothing in view but the…
The preservation society of newport county's mission is to protect, preserve, and present an exceptional collection of house museums and landscapes in one of the most historically intact cities in america. we hold in public trust the…
Promote businesses through the organization of various meetings, functions, and programs.
Advancement of fiscally responsible government, competitive tax policies, and economic opportunities for all in rhode island by providing objective and nonpartisan research and analysis.
To be a proactive advocate for the hospitals in rhode island that is capable of working for and with the hospitals to positively influence public opinion, legislative outcomes and regulatory policy. the purpose of such advocacy is to…
The new england air museum's mission is to preserve and present the story of aviation and aerospace, with an emphasis on new england's role, and the genius and inspiration that made it possible. the museum also seeks to inspire young…
The rhode island bankers association will serve as the sole rhode island based organization serving the banking industry and will advocate for its member institutions and participate alongside other new england banking industry…
The university of rhode island alumni association informs and engages current and future alumni as committed partners of the university, its missions and traditions.
The nantucket historical association preserves and interprets the history of nantucket through its programs, collections, and properties, in order to promote the island's significance and foster an appreciation of it among all audiences.
The organization's mission is to eliminate health disparities in rhode island and beyond. the organization develops innovative public health programs, conducts translational and policy research, provides clinical services, and trains…
To collect, preserve and share the heritage of jamestown ri
To preserve the architectural heritage of providence and stimulate community revitalization through advocacy, lending and development in historic areas.
For reference, the grantee most central to the portfolio’s shape is Newport Historical Society and the most unlike its peers is The Rhode Island Historical Society. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
Your grantees are a median of 69 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) — 5% of your grantees by number, and just 3% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 10% 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.
21 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. 21 of the 37 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 THE MOUNT VERNON LADIES' ASSOCIATION OF THE UNION ↗
- Who funds HOLT-ELWELL MEMORIAL FOUNDATION OPERATING CAMP MOWGLIS ↗
- Who funds CROSSROADS RHODE ISLAND ↗
- Who funds BOYS AND GIRLS CLUBS OF PROVIDENCE ↗
- Who funds THE RHODE ISLAND HISTORICAL SOCIETY ↗
- Who funds INTERNATIONAL DOCUMENTARY FOUNDATION INC ↗
- Who funds HOPE CLUB PRESERVATION FUND ↗
- Who funds THE SOCIETY OF THE CINCINNATI ↗
- Who funds THE NATURE CONSERVANCY ↗
- Who funds PROVIDENCE PUBLIC LIBRARY ↗
- Who funds PROVIDENCE PRESERVATION SOCIETY ↗
- Who funds PRESERVE RHODE ISLAND ↗
- Who funds HALCYON FOUNDATION ↗
- Who funds NEWPORT HISTORICAL SOCIETY ↗
- Who funds RHODE ISLAND ZOOLOGICAL SOCIETY ↗
- Who funds BUILDING BRIDGES PROVIDENCE INC ↗
- Who funds THE CLAMBAKE CLUB OF NEWPORT ↗
- Who funds RHODE ISLAND SCHOOL OF DESIGN ↗
- Who funds FIVE STAR VETERANS CENTER ↗
- Who funds RHODE ISLAND PHILHARMONIC ORCHESTRA & MUSIC SCHOOL ↗
- Who funds YORK HARBOR READING ROOM FOUNDATION ↗
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: Felicia Fund Inc · The Champlin Foundation · The Rhode Island Community Foundation · June Rockwell Levy Foundation Incorporated · Amica Companies Foundation · Heritage Harbor Foundation · Rhode Island Council for the Humanities · Citizens Charitable Foundation · Ibm International Foundation · The Sachem Foundation · Hope Foundation · Mary D Chafee Fund Co Mark Chafee
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 Philmoney 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 or a single department — and drag the year to watch it move.
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.
Warm introductions · Powered by PlinthPlus
How do I get to The Philmoney Trust?
Find your warmest path to The Philmoney Trust 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.