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Tracy James & Phyllis Sch Fnd at a glance

· Private foundation

Tracy James & Phyllis Sch Fnd

Its FY2025 filing reports that it accepted unsolicited grant applications.

$3k
Granted FY2025still arriving
4
Grants FY2025still arriving
3
States reached
$900
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Education$53k
02FY2025 · 4 grants

Where the money goes

Grants by size, and the largest recipients.

$900
Median grant
3
States reached
$141k
Total assets
Largest grants
RecipientAmount
UNIVERSITY OF CONNECTICUT$900
LOUISIANA STATE UNIVERSITY$900
CORNELL UNIVERSITY$400
NAUGATUCK VALLEY COMMUNITY COLLEGE$300
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 (FY17–25) land where the poverty rate runs at 12%, against an area that typically sits at 8%. 95% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 8%BOSTON COLLEGE: $2k → 7%ANNA MARIA COLLEGE: $3k → 11%WESTERN NEW ENGLAND UNIVERSITY: $1k → 17%IONA COLLEGE: $3k → 9%CORNELL UNIVERSITY: $3k → 16%FULL SAIL UNIVERSITY: $1k → 11%UNIVERSITY OF CONNECTICUT: $2k → 11%NAUGATUCK VALLEY COMMUNITY COLLEGE: $300 → 12%SPELMAN COLLEGE: $1k → 13%LOUISIANA STATE UNIVERSITY: $900 → 19%BOSTON COLLEGE: $1k → 7%ANNA MARIA COLLEGE: $2k → 11%WESTERN NEW ENGLAND UNIVERSITY: $1k → 17%IONA COLLEGE: $1k → 9%CORNELLL UNIVERSITY: $2k → 16%UNIVERSITY OF CONNECTICUT: $2k → 11%QUINNIPIAC UNIVERISTY: $2k → 12%WORCESTER POLYTECHNIC INSTITUTE: $5k → 11%WESTERN NEW ENGLAND UNIVERSITY: $1k → 17%IONA COLLEGE: $1k → 9%CORNELL UNIVERSITY: $2k → 16%UNIVERSITY OF CONNECTICUT: $1k → 11%SOUTHERN CONNECTICUT STATE UNIVERSITY: $4k → 12%IONA COLLEGE: $1k → 9%CORNELL UNIVERSITY: $400 → 16%UNIVERSITY OF CONNECTICUT: $1k → 11%SOUTHERN CONNECTICUT UNIVERSITY: $2k → 12%MANHATTANVILLE COLLEGE: $2k → 9%UNIVERSITY OF CONNECTICUT: $900 → 11%SOUTHERN CONNECTICUT STATE UNIVERSITY: $1k → 12%MANHATTANVILLE COLLEGE: $2k → 9%MANHATTANVILLE COLLEGE: $1k → 9%MANHATTANVILLE COLLEGE: $1k → 9%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.
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.

79%of every dollar goes to organizations it has funded before.
$42k · 9 repeat orgs$11k to everyone else

Grantees it renews have grown median revenue +19% since the first grant, against +14% for those funded once.

9 repeat relationships: 2 still active in FY2025, 7 since wound down; 2 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

9
5

Total granted

$42k
$10k

Median revenue growth · since first grant

+19%
+14%

Still filing today

67%
60%

New vs renewed · share of each year

In FY2025, 52% of grant dollars renewed an existing relationship; $1k went to new ones.

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

  • Cornell University
    4× · 2022–2025 · $7k · revenue +15%
  • IU
    IONA UNIVERSITY
    4× · 2021–2024 · $6k · revenue +26%
  • MU
    MANHATTANVILLE UNIVERSITY
    4× · 2019–2022 · $5k · revenue +3%

Funded once

  • WORCESTER POLYTECHNIC INSTITUTEgraduated
    one grant, 2017 · $5k · revenue +63%
  • QU
    QUINNIPIAC UNIVERSITY
    one grant, 2018 · $2k · revenue +14%
  • SC
    SOUTHERN CONNECTICUT UNIVERSITY
    one grant, 2018 · $2k
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
Endicott College

Endicott college offers students a vibrant academic environment that remains true to its founding principle of integrating professional and liberal arts with experiential learning. for more information see schedule o.

Education
2
Fairleigh Dickinson University

Fairleigh dickinson university is a center of academic excellence dedicated to the preparation of world citizens through global education. the university strives to provide students with the multi-disciplinary, intercultural, and ethical…

Education
3
Monmouth University Inc

See schedule omonmouth university is a comprehensive institution of higher education committed to excellence and integrity in teaching, scholarship and service. through its offerings in liberal arts, sciences, and professional programs,…

Education
4
Lewis & Clark College

Lewis & clark is a premier private higher education institution offering an exceptional education in an inclusive environment. by fostering critical thinking, innovation, creativity, civic engagement, and leadership, both inside and…

Education
5
St Marys University of Minnesota

Enriched by the lasallian catholic heritage, saint mary's university of minnesota awakens, nurtures, and empowers learners to ethical lives of service and leadership.

Education
6
Bentley University

Organization's mission bentley university believes good business can impact more than the bottom line - it can change the world. bentley is a community of future business leaders who will deliver value in the marketplace and lasting…

Education
7
Dickinson College

Dickinson college provides a useful, innovative and interdisciplinary education in the liberal arts and sciences to prepare students to lead rich and fulfilling lives of engaged global citizenship

Education
8
Georgian Court University

Georgian court university (gcu), provides a comprehensive liberal arts education and is open to students of all faiths, delivers a curriculum that promotes scholarship, service, and personal development.

Education
9
Wesleyan University

Wesleyan university is dedicated to providing an education in liberal arts by building a diverse, energetic community of students, faculty, and staff who value independence of mind and generosity of spirit. see additional description in…

Education
10
Drexel University

Drexel university fulfills its founder's vision of preparing each new generation of students for productive professional and civic lives while also focusing its collective expertise on solving society's greatest problems. drexel is an…

Education
11
The Trustees of Grinnell College

To educate students in the liberal arts through free inquiry and the open exchange of ideas.when grinnell college framed its charter in the iowa territory of the united states in 1846, it set forth a mission to educate its students "for…

Education
12
University of Saint Joseph

The university provides a rigorous liberal arts and professional education for a diverse student population. (see schedule o for the organization's mission.)

Education
How this is measured
The grantee most central to the portfolio’s shape is Manhattanville University; the most unlike its peers is Iona University. 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

9 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. 9 of the 16 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)
0
Early backer (in before they grew)
9/9
Grantees still filing
8/9
Grew since first funded

Where the money sits, by cause and then by grantee

Cornell University: $6,900 · EducationCornell UniversityIONA UNIVERSITY: $6,000 · EducationIONA UNIVERSITYMANHATTANVILLE UNIVERSITY: $5,499 · EducationMANHATTANVILLE UNIVERSITYTHE SISTERS OF SAINT ANN INC: $4,000 · EducationTHE SISTERS OF SAINT ANN INCWESTERN NEW ENGLAND UNIVERSITY: $3,000 · EducationWESTERN NEW ENGLAND UNIVERSITYTRUSTEES OF BOSTON COLLEGE: $2,666 · EducationTRUSTEES OF BOSTON COLLEGEQUINNIPIAC UNIVERSITY: $1,830 · EducationQUINNIPIAC UNIVERSITY+1 more: $1,000 · EducationUNIVERSITY OF CONNECTICUT: $6,396 · OtherUNIVERSITY OF CONNECTICUTSOUTHERN CONNECTICUT STATE UNIVERSITY: $4,667 · OtherSOUTHERN CONNECTICUT STATE UNIVERSITYWORCESTER POLYTECHNIC INSTITUTE: $4,500 · OtherWORCESTER POLYTECHNIC INSTITUTECENTRAL CONNECTICUT STATE UNIVERSITY: $3,000 · OtherCENTRAL CONNECTICUT STATE UNIVERSITYSOUTHERN CONNECTICUT UNIVERSITY: $1,830 · OtherSOUTHERN CONNECTICUT UNIVERSITYFULL SAIL UNIVERSITY: $1,000 · OtherLOUISIANA STATE UNIVERSITY: $900 · Other+1 more: $300 · Other
Education$30,895Other$22,593

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

25%50%75%100%$100Mgrantee revenue →↑ funder's share of their budgetCornell University: $6,900 over 4y, 0.0% of budgetIONA UNIVERSITY: $6,000 over 4y, 0.0% of budgetMANHATTANVILLE UNIVERSITY: $5,499 over 4y, 0.0% of budgetWORCESTER POLYTECHNIC INSTITUTE: $4,500 over 1y, 0.0% of budgetTHE SISTERS OF SAINT ANN INC: $4,000 over 2y, 0.0% of budgetWESTERN NEW ENGLAND UNIVERSITY: $3,000 over 3y, 0.0% of budgetTRUSTEES OF BOSTON COLLEGE: $2,666 over 2y, 0.0% of budgetQUINNIPIAC UNIVERSITY: $1,830 over 1y, 0.0% of budgetSpelman College: $1,000 over 1y, 0.0% 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 Cornell University ↗
  • Who funds IONA UNIVERSITY ↗
  • Who funds MANHATTANVILLE UNIVERSITY ↗
  • Who funds WORCESTER POLYTECHNIC INSTITUTE ↗
  • Who funds THE SISTERS OF SAINT ANN INC ↗
  • Who funds WESTERN NEW ENGLAND UNIVERSITY ↗
  • Who funds TRUSTEES OF BOSTON COLLEGE ↗
  • Who funds QUINNIPIAC UNIVERSITY ↗
  • Who funds Spelman College ↗

How much its grantees rely on government

Each dot is one organization Tracy James & Phyllis Sch Fnd funds: left to right is the share of its income from government, bottom to top the share from Tracy James & Phyllis Sch Fnd. Bigger dots raise more.

2025
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%5%10%15%20%share of the org’s income from government →median 1%
  • Worcester Polytechnic Institute: 6% of income from government
  • Trustees of Boston College: 2% of income from government
  • The Sisters of Saint Ann Inc: 1% of income from government
  • Quinnipiac University: 0% of income from government
  • Western New England University: 0% of income from government
no gov moneyreceives it· size = income
0get no government money at all
1report 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 16 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 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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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