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· Private foundation

The Phocas Family Foundation

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.

$62k
Granted FY2025still arriving
9
Grants FY2025still arriving
4
States reached
$25k
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 FY20172025.

Philanthropy$260kEducation$56kReligion$56kEnvironment$51kArts & Culture$38kYouth Development$12kRecreation & Sports$7kHealth$6kOther$0
02FY2025 · 9 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2025

  • Under $10k7 grants · $17k
  • $10k–50k2 grants · $45k
$4,000
Median grant
4
States reached
$587k
Total assets
Largest grants
RecipientAmount
Community Foundation of Jackson Hole$25,000
Theodor Lessing Foundation$20,000
Jackson Hole Historical Society$5,000
Wave Hill$5,000
Coombs Outdoors$4,000
St Michael Episcopal Church$2,000
Owls Head Transportation Museum$1,000
Sanibel Music Festival$300
Island Institute$150
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 (FY24–24, $200) land where the poverty rate runs at 11%, against an area that typically sits at 13%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.

area typical 13%FISH of Sancap: $200 → 11%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

ME
VT
IL
NY
OR
WY
CO
MO
TN
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.

91%of every dollar goes to organizations you’ve funded before.
$289k · 16 repeat orgs$27k to everyone else

16 repeat relationships — 6 still active in FY2025, 10 since wound down; 2 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

16
18

Total granted

$289k
$25k

Median revenue growth · since first grant

+29%
+85%

Still filing today

69%
39%

New vs renewed · share of each year

In FY2025, 94% of grant dollars renewed an existing relationship; $2k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

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

’17’18’19’20’21’22’23’24’25
EducationEnvironmentArts & CultureAnimalsRecreation & SportsPhilanthropyOther

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

  • TO
    The Owls Head Transportation Museum
    6× · 2017–2025 · $26k · revenue +122%
  • WILLAMETTE UNIVERSITY
    4× · 2017–2020 · $25k · revenue +29%
  • ASSOCIATION OF THE GRADUATES OF THE UNITED STATES MILITARY ACADEMY
    2× · 2022–2023 · $20k · revenue +63%

Funded once

  • UO
    UNIVERSITY OF DENVERgraduated
    one grant, 2017 · $5k · revenue +33%
  • TA
    THE ALOHA FOUNDATION INC
    one grant, 2022 · $5k · revenue -9%
  • PO
    PROTECT OUR WATER JACKSON HOLE INCgraduated
    one grant, 2022 · $5k · revenue +85%

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
Marine Biological Laboratory

The Marine Biological Laboratory (MBL) is a world-renowned center for biological discovery and training that is notably affiliated with more than 60 Nobel Prize winners. Research is conducted by full-time faculty as well as hundreds of the…

Science & Tech
2
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
3
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
4
Trustees of Dartmouth College

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.

Education
5
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.

6
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
7
President and Fellows of Harvard College

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

Education
8
American Museum of Natural History

The museum's mission statement is: "to discover, interpret, and disseminate - through scientific research and education - knowledge about human cultures, the natural world, and the universe."

Arts & Culture
9
Trustees of Tufts College

Education and Research

Education
10
Ashland University

Ashland university, guided by our christian heritage, is a comprehensive, private university that provides a transformative learning experience, shaping graduates who work, serve and lead with integrity in their local, national, and global…

Education
11
Wilson College

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

Education
12
Worcester Polytechnic Institute

Wpi transforms lives, turns knowledge into action to confront global challenges, and revolutionizes stem through distinctive and inclusive education, projects and research. (http://www.wpi.edu/about/mission.html)

For reference, the grantee most central to the portfolio’s shape is Community Foundation of Jackson Hole and the most unlike its peers is The Theodor Lessing Foundation. 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 backsteadyLand Conservation Organizat…Christian Youth CampsClassical Music EnsemblesWildlife Rehabilitation Cen…Cancer Support OrganizationsCommunity Arts OrganizationsFaith-Based Liberal Arts Co…Community Foundations
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 43 years old; the field is 14. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number25%5%<5yr13%0%5–10yr19%14%10–20yr13%18%20–35yr15%32%35–55yr16%32%55yr+
THE FIELDby orgYOUR MONEYby value25%22%<5yr13%0%5–10yr19%1%10–20yr13%43%20–35yr15%8%35–55yr16%26%55yr+

The field is 25% startups (under 5 years old) — 5% of your grantees by number, and just 22% of your money.

Closures · last 5 years

The orgs you fund almost never close 0.0% lost their exemption, against 10% of the field you don’t fund.

orgs you fund
0.0%0/25
the rest of the field
10%
543/5,292

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

22 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. 22 of the 38 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.

1
Load-bearing (≥25% of a budget)
6
Early backer (in before they grew)
21/22
Grantees still filing
15/22
Grew since you first funded

Where your money sits — by cause, then by grantee

COMMUNITY FOUNDATION OF JACKSON HOLE — $169,500 · PhilanthropyCOMMUNITY FOUNDATION OF JACKSON HOLEThe Theodor Lessing Foundation — $90,000 · PhilanthropyThe Theodor Lessing FoundationST JOHN'S EPISCOPAL CHURCH — $40,000 · OtherST JOHN'S EPISCOPAL…Jackson Hole Historical Society — $10,000 · OtherJackson Hole Histor…St Michael's Church — $7,000 · OtherSt Michael's ChurchChrist Church Riverdale — $6,900 · OtherChrist Church River…Mosaic Riverdale Mental Health — $4,000 · OtherTHE ALOHA FOUNDATION INC — $5,000 · OtherTHE ALOHA FOUNDATIO…+17 more — $12,950 · Other+17 moreWAVE HILL INCORPORATED — $45,500 · EnvironmentWAVE HILL I…PROTECT OUR WATER JACKSON HOLE INC — $5,000 · EnvironmentPROTECT OUR…+1 more — $100 · EnvironmentWILLAMETTE UNIVERSITY — $25,000 · EducationUNIVERSITY OF DENVER — $5,000 · EducationTHE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK — $3,000 · Education+2 more — $1,050 · EducationThe Owls Head Transportation Museum — $26,200 · Arts & Culture+2 more — $1,150 · Arts & CultureASSOCIATION OF THE GRADUATES OF THE UNITED STATES MILITARY ACADEMY — $20,000 · Public BenefitThe Doug Coombs Foundation — $11,500 · Youth Development
Philanthropy$259,500Other$85,850Environment$50,600Education$34,050Arts & Culture$27,350Public Benefit$20,000Youth Development$11,500

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 budgetCOMMUNITY FOUNDATION OF JACKSON HOLE — $169,500 over 8y, 0.1% of budgetThe Theodor Lessing Foundation — $90,000 over 3y, 100% of budgetWAVE HILL INCORPORATED — $45,500 over 9y, 0.1% of budgetThe Owls Head Transportation Museum — $26,200 over 6y, 0.3% of budgetWILLAMETTE UNIVERSITY — $25,000 over 4y, 0.0% of budgetASSOCIATION OF THE GRADUATES OF THE UNITED STATES MILITARY ACADEMY — $20,000 over 2y, 0.0% of budgetThe Doug Coombs Foundation — $11,500 over 2y, 0.6% of budgetUNIVERSITY OF DENVER — $5,000 over 1y, 0.0% of budgetTHE ALOHA FOUNDATION INC — $5,000 over 1y, 0.0% of budgetPROTECT OUR WATER JACKSON HOLE INC — $5,000 over 1y, 0.7% of budgetTHE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK — $3,000 over 1y, 0.0% of budgetST JUDE CHILDREN'S RESEARCH HOSPITAL INC — $1,200 over 1y, 0.0% of budgetMaine Lighthouse Museum — $850 over 4y, 0.1% of budgetDING DARLING WILDLIFE SOCIETY INC — $700 over 2y, 0.0% of budgetUniversity of Chicago — $600 over 3y, 0.0% of budgetROCKLAND DISTRICT NURSING ASSOCIATION — $500 over 4y, 0.1% of budgetIsland Institute — $450 over 4y, 0.0% of budgetSANIBEL MUSIC FESTIVAL INC — $300 over 1y, 0.3% of budgetFISH OF SANIBEL-CAPTIVA INC — $200 over 1y, 0.0% of budgetAVIAN HAVEN — $150 over 1y, 0.1% 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.

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.

Community Foundation of Jackson HoleWY13.5× affinity4 shared granteesties to 7 of 7Hover any node to trace its alignments.Compare side by side →

Open a dossier: Community Foundation of Jackson Hole · Morgan Stanley Global Impact Funding Trust Inc · National Philanthropic Trust · Vanguard Charitable Endowment Program · American Endowment Foundation · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile 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 Phocas Family 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 · 40%6%25%56%100%your share of their income ↑0%25%50%75%100%share of the org’s income from governmentmedian 1%
  • Willamette University1% of income from government
no gov moneyreceives it· size = income
4get 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
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 Phocas Family Foundation?

Find your warmest path to The Phocas Family 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 38 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 2025, released 2025. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

More from the funding graph