· Private foundation
The Steven E and Michelle Karol Charitable Foundation Trust
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.
What you funded, over time
Every grant clustered by its grantee’s IRS cause code (NTEE), by year — across FY2017–2024.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2024
- Under $10k22 grants · $14k
- $10k–50k2 grants · $37k
| Recipient | Amount |
|---|---|
| BAPTIST HEALTH | $27,001 |
| TUFTS UNIVERSITY | $10,000 |
| SPRING ISLAND TRUST FOUNDATION | $5,000 |
| RODMAN FOR KIDS | $1,000 |
| NOAH'S ARK RESCUE | $1,000 |
| VERMONT ACADEMY | $1,000 |
| YOUTH ADVOCACY FOUNDATION | $500 |
| MARSHVIEW COMMUNITY ORGANIC FARM | $500 |
| HOPEFUL HORIZONS | $500 |
| BEAUFORT MEMORIAL FOUNDATION | $500 |
| BOURNE CONSERVATION TRUST | $500 |
| THE NATIONAL BRAIN TUMOR SOCIETY | $500 |
| ST JUDE CHILDREN'S RESEARCH HOSPTAL | $500 |
| CHIMNEY BECKET CORNERS YMCA | $250 |
| CHARLESTON ANIMAL SOCIETY | $250 |
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 (FY21–21, $2k) land where the poverty rate runs at 14%, against an area that typically sits at 11%. 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.
38 repeat relationships — 18 still active in FY2024, 20 since wound down; 6 grantees were first funded in FY2024 (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 FY2024, 24% of grant dollars renewed an existing relationship; $39k 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
HUNTINGTON THEATRE CO INC5× · 2017–2022 · $185k · revenue +139%- VAVERMONT ACADEMY7× · 2017–2024 · $72k · revenue +38%
THE BREAST CANCER RESEARCH FOUNDATION INC2× · 2021–2023 · $20k · revenue +59%
Funded once
- MDMalice Domestic Ltdgraduatedone grant, 2020 · $5k · revenue +171%
- ANAmerican National Red Cross & Its Constituent Chapters and Branchesgraduatedone grant, 2021 · $2k · revenue +27%
- TJTHE JOEY FUND CO THE CYSTIC FIBROSIS FOUNDATIONone grant, 2017 · $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.
The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.
Organization's mission: boston university is an international, comprehensive, private research university, committed to educating students to be reflective, resourceful individuals ready to live, adapt, and lead in an interconnected world.…
Bringing people together for experiences that spark creativity and innovative thinking by making inspiring educational connections among art, history, and natural science.
Our mission is to ensure that the people of greater boston benefit from a vibrant, resilient, and inclusive waterfront, harbor, and islands; these spaces are equitable, accessible, and adapted to climate change; and to ensure our public,…
The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.
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…
The mission of the brooklyn institute of arts and sciences, d/b/a brooklyn museum (the "museum") is to bring people together through art and experiences that inspire celebration, compassion, courage, and the will to act. (see schedule o).
Provider of pediatric healthcare, education, research & community service
Brighton marine, inc. provides military and veteran families with comprehensive campus-based quality health care, as well as affordable and supportive housing for at-risk veterans and their families.
The boston society of architects (bsa/aia) exists to improve the quality of life for boston-area residents by championing innovation in the built environment. as a membership association, we achieve this mission in partnership with the bsa…
The new england aquarium is a catalyst for global change through public engagement and education, commitment to marine animal conservation, innovative scientific research, and effective advocacy for a vital and vibrant ocean.
The Museum of Modern Art is a private, non-profit institution chartered by the State of New York Department of Education in 1929 to foster public awareness of modern and contemporary art. (Continued in Schedule O)
For reference, the grantee most central to the portfolio’s shape is March of Dimes Inc and the most unlike its peers is Marshview Community Organic Farm. 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.
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 42 years old; the field is 17. You back the established end — and your money leans older still.
The field is 20% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 2% lost their exemption, against 11% 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.
43 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. 43 of the 64 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 HUNTINGTON THEATRE CO INC ↗
- Who funds VERMONT ACADEMY ↗
- Who funds SPRING ISLAND TRUST FOUNDATION INC ↗
- Who funds THE BREAST CANCER RESEARCH FOUNDATION INC ↗
- Who funds BOSTON BALLET INC ↗
- Who funds NOAH'S ARKS RESCUE ↗
- Who funds Trustees of Tufts College ↗
- Who funds HOPEFUL HORIZONS ↗
- Who funds Rodman For Kids Inc ↗
- Who funds INTERNATIONAL MEDICAL CORPS ↗
- Who funds Malice Domestic Ltd ↗
- Who funds TENACITY INC ↗
- Who funds JOHN D MINECK FOUNDATION ↗
- Who funds WGBH Educational Foundation ↗
- Who funds BEAUFORT MEMORIAL HOSPITAL FOUNDATION ↗
- Who funds TWO STATE YOUNG MEN'S CHRISTIAN ASSOCIATION INC ↗
- Who funds BEACON HILL CIRCLE FOR CHARITY INC ↗
- Who funds MARSHVIEW COMMUNITY ORGANIC FARM ↗
- Who funds American National Red Cross & Its Constituent Chapters and Branches ↗
- Who funds NATIONAL BRAIN TUMOR SOCIETY INC ↗
- Who funds MUSEUM OF FINE ARTS ↗
- Who funds Friends of Florence ↗
- Who funds THE ROYAL OAK FOUNDATION INC ↗
- Who funds ETV Endowment of South Carolina Inc ↗
- Who funds PROPRIETORS OF THE BOSTON ATHENAEUM ↗
- Who funds CHARLESTON ANIMAL SOCIETY ↗
- Who funds MARCH OF DIMES INC ↗
- Who funds Great Dog Rescue NE 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.
Open a dossier: Dan and Merrie Boone Foundation Inc · Community Foundation of the Lowcountry · Boston Foundation Inc · Coastal Community Foundation of South Carolina Inc · Combined Jewish Philanthropies of Greater Boston Inc · Amica Companies Foundation · Fidelity Foundation · National Philanthropic Trust · Aetna Foundation Inc · The Bank of America Charitable Foundation Inc · Vanguard Charitable Endowment Program · American Endowment 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 Steven E and Michelle Karol Charitable Foundation 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, a single department, or state — and drag the year to watch it move.
- Trustees of Tufts College — 13% of income from government
- Huntington Theatre Co Inc — 4% of income from government
- The Trustees of Reservations — 2% of income from government
- Youth Advocacy Foundation Inc — 1% of income from government
- Brookline Music School Inc — 1% of income from government
- Wgbh Educational Foundation — 1% of income from government
- Boston Ballet Inc — 0% of income from government
- Proprietors of the Boston Athenaeum — 0% of income from government
- Boston Arts Academy Foundation Inc — 0% of income from government
- Museum of Fine Arts — 0% of income from government
- Rosie's Place Inc — 0% of income from government
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 Steven E and Michelle Karol Charitable Foundation Trust?
Find your warmest path to The Steven E and Michelle Karol Charitable Foundation 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.