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The Robert D and Virginia J McCallum Foundation at a glance

· Private foundation

The Robert D and Virginia J McCallum 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.

$58k
Granted FY2024still arriving
7
Grants FY2024still arriving
6
States reached
$33k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0199% classified

What it funded, over time

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

Arts & Culture$215kEducation$166kPublic Benefit$63kEnvironment$51kReligion$20kHousing & Shelter$13kHealth$10kCivil Rights$7kOther$0
02FY2024 · 7 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k5 grants · $3k
  • $10k–50k2 grants · $55k
$500
Median grant
6
States reached
$583k
Total assets
Largest grants
RecipientAmount
Hudson Valley Shakespeare Festival$32,500
Chewonki Foundation$22,500
George W Bush Presidential Center$1,000
Rhodes College$500
Habitat for Humanity$500
Tusculum College$500
Choate Rosemary Hall Foundation$500
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 10%, against an area that typically sits at 10%. 49% of its dollars go to grantees based in above-average-need neighborhoods. Its grants spread fairly evenly across need levels.

area typical 10%WILLIAMS COLLEGE: $2k → 12%HUDSON VALLEY SHAKESPEARE FESTIVAL: $33k → 6%AMERICAN FRIENDS OF CHRIST CHURCH: $2k → 13%GEORGE W BUSH PRESIDENTIAL CENTER: $20k → 14%FEDERALIST SOCIETY: $2k → 14%TUSCULUM COLLEGE: $3k → 17%THE BASCOM ART CENTER: $2k → 12%SHEPHERD CENTER FOUNDATION: $3k → 13%EMORY SCHOOL OF MEDICINE: $3k → 14%PRINCETON UNIVERSITY: $2k → 11%ASSOC OF AMERICAN RHODES SCHOLARS: $3k → 6%COLONIAL WILLIAMSBURG FOUNDATION: $2k → 7%Chewonki Foundation: $23k → 9%WILLIAMS COLLEGE: $2k → 12%HUDSON VALLEY SHAKESPEARE FESTIVAL: $33k → 6%AMERICAN FRIENDS OF CHRIST CHURCH: $2k → 13%GEORGE W BUSH PRESIDENTIAL CENTER: $20k → 14%HERITAGE FOUNDATION: $2k → 14%RHODES COLLEGE: $3k → 17%TUSCULUM COLLEGE: $3k → 17%EMORY SCHOOL OF MEDICINE: $3k → 14%AMERICAN TRUST FOR OXFORD UNIVERSIT: $3k → 6%CHEWONKI FOUNDATION: $8k → 9%Hudson Valley Shakespeare Festival: $33k → 6%GEORGE W BUSH FOUNDATION: $20k → 14%CHOATE ROSEMARY HALL FOUNDATION: $3k → 12%RHODES COLLEGE: $3k → 17%TUSCULUM COLLEGE: $3k → 17%AMERICAN TRUST FOR OXFORD UNIVERSIT: $3k → 6%CHEWONKI FOUNDATION: $8k → 9%HUDSON VALLEY SHAKESPEARE FESTIVAL: $33k → 6%GEORGE W BUSH FOUNDATION: $20k → 14%CHOATE ROSEMARY HALL FOUNDATION: $3k → 12%RHODES COLLEGE: $3k → 17%TUSCULUM COLLEGE: $3k → 17%CHEWONKI FOUNDATION: $8k → 9%HUDSON VALLEY SHAKESPEARE FESTIVAL: $20k → 6%GEORGE W BUSH PRESIDENTIAL CENTER: $20k → 14%CHOATE ROSEMARY HALL FOUNDATION: $3k → 12%TUSCULUM COLLEGE: $3k → 17%HUDSON VALLEY SHAKESPEARE FESTIVAL: $20k → 6%GEORGE W BUSH PRESIDENTIAL CENTER: $20k → 14%TUSCULUM COLLEGE: $3k → 17%HUDSON VALLEY SHAKESPEARE FESTIVAL: $20k → 6%GEORGE W BUSH FOUNDATION: $20k → 14%TUSCULUM COLLEGE: $3k → 17%HUDSON VALLEY SHAKESPEARE FESTIVAL: $10k → 6%MEMPHIS COLLEGE OF ART: $3k → 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

ME
NY
MA
NJ
CT
VA
TN
NC
DC
GA
TX
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 grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

97%of every dollar goes to organizations it has funded before.
$529k · 27 repeat orgs$16k to everyone else

27 repeat relationships: 7 still active in FY2024, 20 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

27
9

Total granted

$529k
$16k

Median revenue growth · since first grant

+6%
+52%

Still filing today

63%
33%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $0 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
EducationArts & CultureEnvironmentPhilanthropyPublic BenefitOther
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.

Backed again, and grew

  • HV
    HUDSON VALLEY SHAKESPEARE FESTIVAL INC
    8× · 2017–2024 · $200k · revenue +691%
  • CF
    Chewonki Foundation Inc
    8× · 2017–2024 · $51k · revenue +6%
  • CR
    CHOATE ROSEMARY HALL FOUNDATION INCORPORATED
    8× · 2017–2024 · $12k · revenue +3%

Funded once

  • RI
    RTA INC RUSSELL TRUST
    one grant, 2018 · $3k
  • AO
    ASSOCIATION OF AMERICAN RHODES SCHOLARSgraduated
    one grant, 2019 · $3k · revenue +52%
  • MC
    MEMPHIS COLLEGE OF ART
    one grant, 2017 · $3k · revenue -100%
How this is measured

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

04Its 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
President and Trustees of Bates College

Bates is a college of the liberal arts and sciences, and is a coeducational, nonsectarian, residential college with special commitments to academic rigor, and to assuring in all of its efforts the dignity of each individual, and access to…

Education
2
Roger Williams University

At Roger Williams University, students are prepared to be thinkers and doers ready to solve challenging problems with innovative solutions. RWU offers robust offerings of undergraduate, graduate and professional programs across eight…

Education
3
Hampden-Sydney College

Since 1775, the mission of Hampden-Sydney College has been to form good men and good citizens in an atmosphere of sound learning.

Education
4
Boston Architectural College

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

—
5
President and Fellows of Harvard College

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

Education
6
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
7
Reed Institute

The mission of Reed College is to provide education in the liberal arts and sciences.

Education
8
The President and Trustees of Colby College

to provide a rigorous and transformative liberal arts education that prepares students to become thoughtful, engaged citizens.

Education
9
Wilson College

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

Education
10
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
11
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
12
Randolph College Inc

See detailed description of organization's primary mission provided on schedule o

Education
How this is measured
The grantee most central to the portfolio’s shape is The Heritage Foundation; the most unlike its peers is Greene County Imagination Library. 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

20 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. 20 of the 36 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)
5
Early backer (in before they grew)
20/20
Grantees still filing
14/20
Grew since first funded

Where the money sits, by cause and then by grantee

HUDSON VALLEY SHAKESPEARE FESTIVAL INC: $200,000 · Arts & CultureHUDSON VALLEY SHAKESPEARE FESTIVAL INC+3 more: $14,500 · Arts & Culture+3 moreTHE GEORGE W BUSH FOUNDATION: $141,000 · EducationTHE GEORGE W BUSH FOUNDATIONTUSCULUM UNIVERSITY: $18,000 · EducationTUSCULUM UNIVERSITYCHOATE ROSEMARY HALL FOUNDATION INCORPORATED: $12,000 · EducationCHOATE ROSEMARY HALL FOUNDATION INCORPORATE…Rhodes College: $12,000 · EducationRhodes College+6 more: $24,000 · Education+6 moreRUSSELL TRUST ASSOCIATION INC: $9,000 · OtherRUSSELL TRUST…ALL SAINTS EPISCOPAL CHURCH: $8,000 · OtherALL SAINTS EP…AMERICAN TRUST FOR OXFORD UNIVERSIT: $7,000 · OtherAMERICAN TRUS…THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES: $7,000 · OtherTHE FEDERALIS…EMORY SCHOOL OF MEDICINE: $6,000 · OtherEMORY SCHOOL …HUDSON LIBRARY: $4,000 · OtherHUDSON LIBRAR…WHITESIDE SUMMER CHAPEL INC: $3,000 · OtherRTA INC RUSSELL TRUST: $2,500 · OtherHABITAT FOR HUMANITY: $2,500 · OtherMEMPHIS COLLEGE OF ART: $2,500 · Other+9 more: $14,000 · Other+9 moreChewonki Foundation Inc: $51,000 · EnvironmentChewonki F…SHEPHERD CENTER FOUNDATION INC: $3,500 · PhilanthropyTHE HERITAGE FOUNDATION: $3,000 · Public Benefit
Arts & Culture$214,500Education$207,000Other$65,500Environment$51,000Philanthropy$3,500Public Benefit$3,000

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

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetHUDSON VALLEY SHAKESPEARE FESTIVAL INC: $200,000 over 8y, 0.8% of budgetTHE GEORGE W BUSH FOUNDATION: $141,000 over 8y, 0.1% of budgetChewonki Foundation Inc: $51,000 over 8y, 0.3% of budgetTUSCULUM UNIVERSITY: $18,000 over 8y, 0.0% of budgetCHOATE ROSEMARY HALL FOUNDATION INCORPORATED: $12,000 over 8y, 0.0% of budgetRhodes College: $12,000 over 8y, 0.0% of budgetTHE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES: $7,000 over 4y, 0.0% of budgetThe Bascom Corporation: $7,000 over 4y, 0.1% of budgetAmerican Friends of Christ Church Inc: $6,000 over 4y, 0.5% of budgetThe Trustees of Princeton University: $6,000 over 4y, 0.0% of budgetWilliams College: $6,000 over 4y, 0.0% of budgetColonial Williamsburg Foundation: $5,000 over 3y, 0.0% of budgetTHE HERITAGE FOUNDATION: $3,000 over 2y, 0.0% of budgetASSOCIATION OF AMERICAN RHODES SCHOLARS: $2,500 over 1y, 0.9% of budgetMEMPHIS COLLEGE OF ART: $2,500 over 1y, 0.0% of budgetBUCKLEY INSTITUTE INC: $2,000 over 2y, 0.1% of budgetThe Westminster Schools Inc: $2,000 over 2y, 0.0% of budgetGREENE COUNTY IMAGINATION LIBRARY: $2,000 over 2y, 2.3% of budgetHabitat for Humanity: $1,000 over 1y, 1.0% 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.

  • Who funds HUDSON VALLEY SHAKESPEARE FESTIVAL INC ↗
  • Who funds THE GEORGE W BUSH FOUNDATION ↗
  • Who funds Chewonki Foundation Inc ↗
  • Who funds TUSCULUM UNIVERSITY ↗
  • Who funds CHOATE ROSEMARY HALL FOUNDATION INCORPORATED ↗
  • Who funds Rhodes College ↗
  • Who funds THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES ↗
  • Who funds The Bascom Corporation ↗
  • Who funds American Friends of Christ Church Inc ↗
  • Who funds The Trustees of Princeton University ↗
  • Who funds Williams College ↗
  • Who funds Colonial Williamsburg Foundation ↗
  • Who funds SHEPHERD CENTER FOUNDATION INC ↗
  • Who funds THE HERITAGE FOUNDATION ↗
  • Who funds ASSOCIATION OF AMERICAN RHODES SCHOLARS ↗
  • Who funds MEMPHIS COLLEGE OF ART ↗
  • Who funds BUCKLEY INSTITUTE INC ↗
  • Who funds The Westminster Schools Inc ↗
  • Who funds GREENE COUNTY IMAGINATION LIBRARY ↗
  • Who funds Habitat for Humanity ↗

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.

National Philanthropi…Vanguard Charitable E…The Blackbaud Giving …Donor Advised Charita…The Bank of America C…American Online Givin…Fidelity Investments …Amazonsmile Foundation
National Philanthropic TrustPA9.8× affinity7 shared granteesties to 7 of 7Hover any node to trace its alignments.Compare side by side →

Open a dossier: National Philanthropic Trust · Vanguard Charitable Endowment Program · The Blackbaud Giving Fund · Donor Advised Charitable Giving Inc · The Bank of America Charitable Foundation Inc · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

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 Robert D and Virginia J McCallum Foundation funds: left to right is the share of its income from government, bottom to top the share from The Robert D and Virginia J McCallum Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%0%1%3%5%funder's share of their income ↑0%5%10%15%20%share of the org’s income from government →median 0%
  • The Trustees of Princeton University: 11% of income from government
  • Williams College: 0% of income from government
  • Choate Rosemary Hall Foundation Incorporated: 0% of income from government
no gov moneyreceives it· size = income
1get no government money at all
3report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–20%
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 36 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

Play a game based on Robert D and Virginia J McCallum’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home