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Connecticut · Public charity

Upper Housatonic Valley National He

Preservation of historical, natural cultural and artistic resources in the region.

$421k
Granted FY2025(still arriving)
9
Itemized grants FY2025
7
Organizations funded FY2023
57%
First-time grantees FY2023
Read the full brief
Itemized, FY2025
$411k
The rest is grants the schedule does not break out
Median grant, FY2025
$13,600
Largest grant, FY2025
$301,906
Organizations funded a year
3 to 12
FY2020 to FY2023
States reached, FY2025
2
Total assets, FY2025
$206k

How open it is to new grantees

In FY2023, 57% of the organizations Upper Housatonic Valley National He funded were first-time grantees, receiving 54% of its grant dollars.

New vs renewed · share of each year

In FY2023, 46% of grant dollars renewed an existing relationship; $44k went to new ones.

50%100%’21’22’23
RenewedFirst-time

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

’21’22’23
Arts & CultureHuman ServicesEnvironmentCommunity ImprovementEducationOther
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.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving9$411k44%
FY20237$81k57%
FY202212$174k83%
FY20213$83k0%
FY20203$83kn/a
97% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2025.

Arts & Culture$432kReligion$158kEnvironment$52kPublic Benefit$50kFood & Nutrition$31kEducation$26kHousing & Shelter$20kCommunity Improvement$20kOther$0

Top grantees

Largest recipients by total granted, FY2020 to FY2025, and the share of each one’s budget the grants supplied at peak.

Show all 17 grantees

Plus 4 recipients with no EIN on record ($59k), not named here.

Where it is load-bearing

Upper Housatonic Valley National He supplied at least a quarter of the budget for 1 of its grantees at some point. The chart plots its 14 largest grantees; load-bearing ones sit top left.

25%50%75%100%$1.0M$10Mgrantee revenue →↑ funder's share of their budgetThe Web Du Bois Center for Freedom and Democracy Inc: $460,228 over 5y, 88% of budgetThe Connecticut Democracy Center Inc: $50,000 over 4y, 0.7% of budgetPartners for Sustainable Healthy Communities Inc: $40,000 over 4y, 4.9% of budgetNonprofit Center of the Berkshires Inc: $30,000 over 2y, 3.7% of budgetBerkshire Environmental Action Team Inc: $25,000 over 1y, 7.0% of budgetGood Work Institute Inc: $22,500 over 2y, 0.4% of budgetGreenagers Inc: $21,000 over 4y, 0.4% of budgetNorthwest Connecticut Arts Council Inc: $20,000 over 3y, 3.9% of budgetConway School of Landscape Design Inc: $17,000 over 1y, 1.1% of budgetBerkshire County Historical Society: $16,880 over 3y, 3.8% of budgetNorman Rockwell Museum at Stockbridge Inc: $12,750 over 1y, 0.2% of budgetThe Salisbury Association Inc: $10,000 over 1y, 0.7% of budgetEdith Wharton Restoration Inc: $9,680 over 1y, 0.3% of budgetSheffield Historical Society: $5,500 over 1y, 3.7% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 14.

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.

Berkshire Taconic Community Foundation IncMA36.1× affinity15 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Berkshire Taconic Community Foundation Inc · Jane and Jack Fitzpatrick Trust · The Feigenbaum Foundation Inc · Berkshire Bank Foundation Inc · Shoval Foundation · Northwest Connecticut Community Foundation Inc · Geoffrey C Hughes Foundation Inc · Lee Bank Foundation Inc · Massachusetts Foundation for the Humanities & Public Policy Inc · Price Chopper's Golub Foundation · National Philanthropic Trust · Fidelity Investments Charitable Gift Fund

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.

Compare Upper Housatonic Valley National He with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Upper Housatonic Valley National He?

Find your warmest path to Upper Housatonic Valley National He 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.

About Upper Housatonic Valley National He

How much does Upper Housatonic Valley National He give?
Upper Housatonic Valley National He reported 9 itemized grants totaling $410,792, out of $420,792 in total grant expense reported on the return in its FY2025 IRS filing. It funded between 3 and 12 organizations a year over FY2020 to FY2023.
What does Upper Housatonic Valley National He fund?
By grant dollars over FY2020 to FY2025, its largest causes are Arts & Culture (52%), Religion (19%), Environment (6%).
Who are Upper Housatonic Valley National He's largest grantees?
By total granted over FY2020 to FY2025: The Web Du Bois Center for Freedom and Democracy Inc ($460k), The Connecticut Democracy Center Inc ($50k), Partners for Sustainable Healthy Communities Inc ($40k).
Does Upper Housatonic Valley National He fund new organizations?
In FY2023, 57% of the organizations it funded were first-time grantees.
Which funders back the same organizations as Upper Housatonic Valley National He?
Its strongest co-funders, measured against what their size predicts, include Berkshire Taconic Community Foundation Inc, Jane and Jack Fitzpatrick Trust, The Feigenbaum Foundation Inc.
Where is Upper Housatonic Valley National He based?
Upper Housatonic Valley National He is based in CT.

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 21 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 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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