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Trio Foundation at a glance

· Private foundation

Trio 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.

$226k
Granted FY2024still arriving
9
Grants FY2024still arriving
4
States reached
$100k
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, FY2021 to 2024.

Philanthropy$303kRecreation & Sports$100kEducation$83kSocial Science$12kHealth$7kReligion$4kFood & Nutrition$4kArts & Culture$3kOther$0
02FY2024 · 9 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k6 grants · $16k
  • $10k–50k1 grant · $10k
  • $50k–250k2 grants · $200k
$5,000
Median grant
4
States reached
$532k
Total assets
Largest grants
RecipientAmount
NORTHWESTERN UNIVERSITY$100,000
FIDELITY CHARITABLE$100,000
MIAMI UNIVERSITYFOUNDATION$10,000
COLUMBIA BUSINESS SCHOOL$7,500
COLUMBIA UNIVERSITY$5,000
CARON$1,000
MIAMI UNIVERSITY WOMENS GIVING CIRCLE$1,000
COLLEGIATE SCHOOL$1,000
HEART OF THE HAMPTONS$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 (FY21–24) land where the poverty rate runs at 12%, against an area that typically sits at 9%. 99% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%CARON: $1k → 11%OLIGO NATION: $2k → 8%QUOGUE HISTORICAL SOCIETY: $2k → 7%FOOD BANK FOR NEW YORK CITY: $2k → 9%LAGUARDIA COMMUNITY COLLEGE FOUNDATION: $5k → 13%CITY HARVEST: $2k → 17%THE AMERICAN COLLEGE: $2k → 28%ALS ASSOCIATION TEXAS CHAPTER: $3k → 10%AUTOIMMUNE REGISTRY INC: $500 → 12%MIAMI UNIVERSITY UNLUMNI AFFAIRS: $10k → 12%NORTHWESTERN UNIVERSITY: $100k → 14%FIDELITY CHARITABLE FUND: $200k → 11%QUOGUE LIBRARY: $1k → 7%LAGUARDIA COMMUNITY COLLEGE FOUNDATION: $5k → 13%LUPUS RESEARCH ALLIANCE: $500 → 17%ST ANN'S EPISCOPAL CHURCH: $1k → 28%MIAMI UNIVERSITY ALUMNI AFFAIRS: $10k → 12%QUOGUE WILDLIFE REFUGE: $500 → 7%AUBURN SEMINARY: $1k → 17%MIAMI UNIVERSITYFOUNDATION: $10k → 12%QUOGUE FIRE DEPARTMENT: $500 → 7%THE CARDINAL'S APPEAL: $250 → 17%MIAMI UNIVERSITYFOUNDATION: $10k → 12%QUOGUE HISTORICAL SOCIETY: $500 → 7%MUSTIQUE CHARITABLE FOUNDATION: $500 → 17%MIAMI UNIVERSITY WOMENS GIVING CIRCLE: $1k → 12%CHURCH OF ATONEMENT: $250 → 7%MUSTIQUE CHARITABLE FOUNDATION: $500 → 17%MIAMI UNIVERSITY WOMENS GIVING CIRCLE: $1k → 12%CHURCH OF ATONEMENT: $250 → 7%COLUMBIA BUSINESS SCHOOL: $8k → 17%MIAMI UNIVERSITY WOMENS GIVING CIRCLE: $1k → 12%COLUMBIA BUSINESS SCHOOL: $5k → 17%COLUMBIA BUSINESS SCHOOL: $5k → 17%OPERA AMERICA: $750 → 17%COLUMBIA UNIVERSITY: $5k → 17%COLUMBIA BUSINESS SCHOOL: $5k → 17%HISTORIC HOUSE TRUST OF NEW YORK CITY: $250 → 17%HER JUSTISTIC INC: $1k → 17%HER JUSTISTIC INC: $500 → 17%COUNCIL FOR ECONOMIC EDUCATION: $5k → 17%COUNCIL FOR ECONOMIC EDUCATION: $5k → 17%GEORGE JACKSON ACADEMY: $1k → 17%COUNCIL FOR ECONOMIC EDUCATION: $2k → 17%CHURCH OF THE HEAVENLY REST: $500 → 17%COLLEGIATE SCHOOL: $1k → 17%HISTORIC HOLY TRINITY CHURCH: $1k → 17%COLLEGIATE SCHOOL: $500 → 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

IL
NY
OH
PA
CT
CA
KY
MD
DC
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.

13%of every dollar goes to organizations it has funded before.
$53k · 10 repeat orgs$341k to everyone else

Grantees it renews have grown median revenue +14% since the first grant, against +13% for those funded once.

10 repeat relationships: 4 still active in FY2024, 6 since wound down; 2 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

10
24

Total granted

$53k
$240k

Median revenue growth · since first grant

+14%
+13%

Still filing today

60%
50%

New vs renewed · share of each year

In FY2024, 11% of grant dollars renewed an existing relationship; $101k went to new ones.

50%100%’21’22’23’24
RenewedFirst-time

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

’21’22’23’24
EducationHealthFood & NutritionArts & CultureRecreation & SportsSocial ScienceOther
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

  • MU
    Miami University Foundation
    2× · 2021–2024 · $20k · revenue +14%
  • CF
    COUNCIL FOR ECONOMIC EDUCATION
    3× · 2021–2023 · $12k · revenue +1%
  • HO
    HEART OF THE HAMPTONS LTD
    2× · 2021–2024 · $2k · revenue +30%

Funded once

  • FC
    FIDELITY CHARITABLE FUND
    one grant, 2023 · $200k
  • MU
    MIAMI UNIVERSITY UNLUMNI AFFAIRS
    one grant, 2022 · $10k
  • MU
    MIAMI UNIVERSITY ALUMNI AFFAIRS
    one grant, 2023 · $10k
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
Manhattanville University

To educate students to be ethical and socially responsible leaders in a global community.

Education
2
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
3
Massachusetts Institute of Technology

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.

Education
4
Furman University

The primary mission of furman as a liberal arts institution is to provide a distinctive education in fine arts, humanities, social sciences, mathematics and the sciences, as well as selected professional disciplines.

Education
5
President and Fellows of Harvard College

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

Education
6
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
7
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.

—
8
Manhattan University

Manhattan university is an independent catholic instituion of higher learning that embraces qualified men and women of all faiths, cultures, and traditions. the mission of manhattan university is to provide a contemporary, person-centered…

Education
9
Northeast College of Health Sciences

Northeast college of health sciences (the college) is committed to academic excellence, leadership, and professional best practices in the health sciences.

Education
10
Fordham University

Fordham university, the jesuit university of new york, is committed to the discovery of wisdom and the transmission of learning, through research and through education of the highest quality. for more information, see schedule o.

Education
11
American Association for the Advancement of Science

Advance science, engineering, and innovation throughout the world for the benefit of all. the world's largest multidisciplinary scientific society and a leading publisher of cutting-edge research through its science family of journals,…

Science & Tech
12
Trustees of Boston University

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.…

—
How this is measured
The grantee most central to the portfolio’s shape is The Trustees of Columbia University in the City of New York; the most unlike its peers is Quogue Historical Society. 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

21 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. 21 of the 38 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)
3
Early backer (in before they grew)
21/21
Grantees still filing
13/21
Grew since first funded

Where the money sits, by cause and then by grantee

FIDELITY CHARITABLE FUND: $200,000 · OtherFIDELITY CHARITABLE FUNDLAGUARDIA COMMUNITY COLLEGE FOUNDATION: $10,000 · OtherMIAMI UNIVERSITY UNLUMNI AFFAIRS: $10,000 · OtherMIAMI UNIVERSITY ALUMNI AFFAIRS: $10,000 · Other+20 more: $20,750 · Other+20 moreFIDELITY INVESTMENTS CHARITABLE GIFT FUND: $100,000 · Community ImprovementFIDELITY INVESTMENTS C…+1 more: $2,000 · Community ImprovementNorthwestern University: $100,000 · Recreation & SportsNorthwestern Universi…THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK: $27,500 · EducationTHE TRUSTEE…Miami University Foundation: $20,000 · EducationMiami Unive…+3 more: $3,500 · Education+3 moreCOUNCIL FOR ECONOMIC EDUCATION: $12,000 · Social ScienceCITY HARVEST INC: $2,000 · Food & NutritionHEART OF THE HAMPTONS LTD: $1,500 · Food & NutritionOLIGO NATION: $1,700 · HealthAUTOIMMUNE REGISTRY INC: $500 · HealthLUPUS RESEARCH ALLIANCE INC: $500 · Health
Other$250,750Community Improvement$102,000Recreation & Sports$100,000Education$51,000Social Science$12,000Food & Nutrition$3,500Health$2,700

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 budgetFIDELITY INVESTMENTS CHARITABLE GIFT FUND: $100,000 over 1y, 0.0% of budgetNorthwestern University: $100,000 over 1y, 0.0% of budgetTHE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK: $27,500 over 4y, 0.0% of budgetMiami University Foundation: $20,000 over 2y, 0.0% of budgetCOUNCIL FOR ECONOMIC EDUCATION: $12,000 over 3y, 0.1% of budgetTHE ALS ASSOCIATION-TEXAS CHAPTER: $2,500 over 1y, 0.1% of budgetQUOGUE HISTORICAL SOCIETY: $2,000 over 2y, 0.9% of budgetFOOD BANK FOR NEW YORK CITY: $2,000 over 1y, 0.0% of budgetCITY HARVEST INC: $2,000 over 1y, 0.0% of budgetOLIGO NATION: $1,700 over 1y, 0.3% of budgetHEART OF THE HAMPTONS LTD: $1,500 over 2y, 0.1% of budgetCOLLEGIATE SCHOOL INC: $1,500 over 2y, 0.0% of budgetGEORGE JACKSON ACADEMY: $1,000 over 1y, 0.0% of budgetThe Mustique Charitable Foundation: $1,000 over 2y, 0.1% of budgetAUBURN THEOLOGICAL SEMINARY: $1,000 over 1y, 0.0% of budgetOPERA AMERICA INC: $750 over 1y, 0.0% of budgetAUTOIMMUNE REGISTRY INC: $500 over 1y, 2.7% of budgetQUOGUE FIRE DEPARTMENT: $500 over 1y, 0.3% of budgetLUPUS RESEARCH ALLIANCE INC: $500 over 1y, 0.0% of budgetMEDECINS SANS FRONTIERES USA INC: $500 over 1y, 0.0% of budgetHISTORIC HOUSE TRUST OF NEW YORK CITY INC: $250 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.

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.

The Goldman Sachs Cha…National Philanthropi…The Bank of America C…Vanguard Charitable E…Morgan Stanley Global…Paypal Charitable Giv…Network for GoodDonor Advised Charita…American Online Givin…Fidelity Investments …Amazonsmile Foundation
The Goldman Sachs Charitable Gift FundNY14.8× affinity5 shared granteesties to 10 of 10Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Goldman Sachs Charitable Gift Fund · National Philanthropic Trust · The Bank of America Charitable Foundation Inc · Vanguard Charitable Endowment Program · Morgan Stanley Global Impact Funding Trust Inc · Paypal Charitable Giving Fund · Network for Good · Donor Advised Charitable Giving 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 Trio Foundation funds: left to right is the share of its income from government, bottom to top the share from Trio Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 20%0%1%3%5%funder's share of their income ↑0%5%10%15%20%share of the org’s income from government →
    no gov moneyreceives it· size = income
    2get no government money at all
    4report 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 38 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 Trio’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