How much did THE WILLIAM AND ALICE MORTENSEN grant in FY2024?

A cause breakdown isn’t shown here: 51% of THE WILLIAM AND ALICE MORTENSEN’s grantee dollars go to organizations outside the IRS cause taxonomy (common for large international and research funders), so a chart would be mostly “unclassified” and misrepresent the portfolio.

02beneath the categories

Past the labels — and the year it shifted

Beneath the NTEE codes, this is what the grant descriptions actually say.

…and in their own words, year by year

2018

educationethelsystemgreater hartford

2019

culturalcampfestivaleducationoakredpark

2020

caregolfredgirlssainthallpark

2021

girls

2022

dancepark

2023

partnershipparkgirls

Words distinctive to each year’s grant purposes (TF-IDF) · event-driven terms in cyan.

03FY2024 · 53 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

Under $10k20 grants · $102k
$10k–50k29 grants · $394k
$50k–250k4 grants · $200k

$10,000

Median grant

States reached

$16M

Total assets

Largest grants

CHARTER OAK CULTURAL CENTER$50,000
MARK TWAIN HOUSE$50,000
CT MUSEUM OF CULTURE & HISTORY$50,000
UCONN FOUNDATION$50,000
HORACE BUSHNELL MEMORIAL HALL$48,423
BOYS & GIRLS CLUBS OF HARTFORD$27,482
INTERVAL HOUSE$27,000
HILL-STEAD MUSEUM$24,300
FIRST NIGHT HARTFORD$15,000
ELIZABETH PARK CONSERVANCY INC$15,000
BIG BROTHERS BIG SISTERS OF CONNECTICUT$14,000
NEW ENGLAND AIR MUSEUM$12,000
FRESH START PALLET INC$11,000
CONNECTICUT SCIENCE CENTER$10,150
UNIVERSITY OF SAINT JOSEPH$10,000

02The need

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 (FY17–24, $334k) land where the poverty rate runs at 11% — the area typically sits at 10%. 100% of those dollars reach neighborhoods with above-average need. Most of your grants land in higher-need ZIPs.

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 line in the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

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, United Way ALICE — 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.

92%of every dollar goes to organizations you’ve funded before.

$7.2M · 111 repeat orgs$669k to everyone else

111 repeat relationships — 46 still active in FY2024, 65 since wound down; 7 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

111

Total granted

$7.2M

$574k

Median revenue growth · since first grant

+29%

+37%

Still filing today

57%

51%

New vs renewed · share of each year

In FY2024, 86% of grant dollars renewed an existing relationship; $95k went to new ones.

RenewedFirst-time

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

Arts & CultureEducationHuman ServicesRecreation & SportsHealthYouth DevelopmentOther

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

HB
HORACE BUSHNELL MEMORIAL HALL
5× · 2020–2024 · $498k · revenue +57%
UO
UNIVERSITY OF CONNECTICUT FOUNDATION INC
7× · 2017–2023 · $426k · revenue +42%
RR
RIVERFRONT RECAPTURE
5× · 2017–2023 · $279k · revenue +20%

Funded once

RL
RUSSELL LIBRARY
one grant, 2020 · $53k
MH
MALTA HOUSE OF CARE FOUNDATION
one grant, 2020 · $38k · revenue -56%
UO
UNIVERSITY OF CONNECTICUT SCHOOL OF LAW
one grant, 2023 · $35k

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.

Hartford Hospital

To improve the health and healing of the people and communities we serve.

Health

University of Hartford

The university provides a learning environment in which students may transform themselves intellectually, personally and socially.

Education

Hartford Historic Preservation

To preserve historically significant properties in the hartford community, purchasing same, if possible, and maintaining them as historical landmarks.

Philanthropy

Connecticut Trust for Historic

Interacts with other groups, individuals and organizations to encourage, advocate and facilitate historical preservation throughout connecticut.

Arts & Culture

New Haven Center for Performing

The mission of the new haven center for performing arts is to promote and foster an appreciation for the performing arts through the ownership and operation of indoor and outdoor performing arts facilities; to serve the local community by…

Arts & Culture

Hartford Preservation Alliance Inc

Hartford Preservation Alliance's primary mission is to preserve and revitalize Hartford's unique architectural heritage and neighborhood character.

Arts & Culture

Connecticut Housing Coalition Inc

To develop and advocate public policies to allow for decent and affordable housing in ct.

—

Hartford Foundation for Public Giving

The hartford foundation for public giving, established in 1925, is the community foundation for the 29 towns in the hartford region. its mission is putting philanthropy into action to create lasting solutions that result in vibrant…

Philanthropy

Hartford International University for

Hartford international university for religion and peace serves god: by preparing leaders, students, scholars and religions institutions to understand and live faithfully in today's multi-faith and pluralistic world; by teaching, research,…

Education

The Hospital of Central Connecticut

The Hospital of Central Connecticut is dedicated to fostering, sustaining and improving the health status of the people in the communities we serve.

Health

Connecticut Public Broadcasting Inc

We are ct's only locally owned media organization producing tv, radio, print and internet content with a mix of educational, new, public affairs, children's and entertainment programming.

Arts & Culture

New Haven Works Inc

New haven works connects new haven residents to good jobs and employers to qualified pre-screened candidates.

Education

For reference, the grantee most central to the portfolio’s shape is Hartford Performs Inc and the most unlike its peers is The Horace Bushnell Memorial Hall. 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.

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 37 years old; the field is 21. You back the established end — and your money leans older still.

The field is 20% startups (under 5 years old) — 1% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close — 1% lost their exemption, against 8% of the field you don’t fund.

orgs you fund

1%1/100

the rest of the field

422/5,149

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.

05the grantee network

96 grantees, every filing reconciled, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.

Load-bearing (≥25% of a budget)

Early backer (in before they grew)

94/96

Grantees still filing

74/96

Grew since you first funded

Where your money sits — by cause, then by grantee

Other$4,380,803Arts & Culture$1,434,668Education$883,767Recreation & Sports$491,560Human Services$334,299Youth Development$226,963Health$149,612

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.

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.

Hartford Foundation for Public GivingCT138.3× affinity77 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Hartford Foundation for Public Giving · The Maximilian E and Marion O Hoffman · J Walton Bissell Foundation Inc · Connecticut Humanities Council Inc · Farmington Bank Community · Aetna Foundation Inc · Sbm Charitable Foundation Inc · United Way Inc · Edward C & Ann T Roberts Foundation · The Betty Knox Foundation Inc · Liberty Bank Foundation Inc · Greater Hartford Arts Council Inc

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 organisation THE WILLIAM AND ALICE MORTENSEN 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

’20’21’22’23’24

no gov moneyreceives it· size = income

40get no government money at all

4rely on government for over half their income

typical government reliance, FY20–24

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. 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

Through Plinth

Your grantmaking, live and operational

This dossier was generated cold from public filings. In Plinth it’s a working system — every applicant assessed and every grant monitored. Here’s a taste, run on one of your grantees: FIRST NIGHT HARTFORD.

Agentic due diligence · confidence × risk

Financial management

insufficient risk

Limited financial data in public filings.

Track record & reputation

low risk

6 years of Form 990 filings, still active.

Legal standing

low risk

US 501(c)(3); EIN 222970922 on file with current IRS Form 990 filings.

Governance

Live in Plinth

Board composition & governance documents — verified live in Plinth from the applicant.

Compliance & sanctions

Live in Plinth

OFAC / UN sanctions screening — run live in Plinth at assessment.

Program capacity

Live in Plinth

Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.

Live · Plinth’s real DD engine

Run the actual assessment on FIRST NIGHT HARTFORD, cold from public data.

Generated live from public IRS filings + open web sources by Plinth’s agentic engine. Shown as an illustration of the product, not a formal assessment.

Post-award monitoring · continuous checks

Awaiting reportFinancial stability— Runway not derivable from filings.
On trackSustained operations— Filing through 2025; revenue grew over the period.
On trackReliance on your funding— Your grants peaked at 26% of their budget — diversified.
Awaiting reportEvidence of delivery— Plinth collects the grantee's own monitoring reports post-award.

What you see here is static and public. In Plinth it’s operational — the full six-pillar framework on every applicant (with their own documents + live registry and sanctions checks), monitoring dashboards on every award, custom board reports, and eligibility routing for intake.

Agentic due diligenceMonitoring dashboardsCustom board reportsEligibility routing

Preview generated from this grantee’s public IRS filings and independent reporting. Pillars marked “live in Plinth” require the applicant’s submitted documents. Shown as illustration, not a formal assessment.

Warm introductions · Powered by PlinthPro

How do I get to The William and Alice Mortensen?

Find your warmest path to The William and Alice Mortensen through people who sit on both boards. Search for your organization and Plinth traces the introduction across shared trustees and officers.

Every link is a documented governance overlap in public IRS 990 filings — not a personal network — and each hop carries its own confidence tier. Low-confidence or distant paths are held back rather than guessed.

THE WILLIAM AND ALICE MORTENSEN

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

96 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to The William and Alice Mortensen?

More from the funding graph

THE WILLIAM AND ALICE MORTENSEN

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

96 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to The William and Alice Mortensen?

More from the funding graph