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Massachusetts · Private foundation

Value Mortgage Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$68k
Granted FY2025(still arriving)
6
Grants FY2025
9
Organizations funded FY2024
33%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$5,000
Largest grant, FY2025
$47,850
Organizations funded a year
3 to 9
FY2020 to FY2024
States reached, FY2025
6
Total assets, FY2025
$5.5M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 33% of the organizations Value Mortgage Foundation funded were first-time grantees, receiving 26% of its grant dollars.

New vs renewed · share of each year

In FY2024, 74% of grant dollars renewed an existing relationship; $25k 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
HealthInternationalEnvironmentHuman ServicesOther
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 arriving6$68k33%
FY20249$95k33%
FY20239$44k67%
FY20228$67k63%
FY20213$85k33%
FY20205$59kn/a
100% classified

What it funded, over time

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

Food & Nutrition$207kPublic Safety & Disaster$90kEducation$48kInternational$27kHousing & Shelter$23kHealth$10kYouth Development$10kHuman Services$2kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

NY
MA
IA
IN
NE
KS
DC
GA

Top grantees

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

Plus 13 recipients with no EIN on record ($279k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Value Mortgage Foundation supplied at peak.

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetAmerican National Red Cross & Its Constituent Chapters and Branches: $90,000 over 6y, 0.0% of budgetOur Journey Inc: $11,200 over 2y, 5.9% of budgetMedecins Sans Frontieres USA Inc: $10,000 over 2y, 0.0% of budgetHeart to Heart International Inc: $5,000 over 1y, 0.0% of budgetVision-Aid Incorporated: $3,000 over 2y, 0.2% of budgetNational Arbor Day Foundation: $718 over 3y, 0.0% of budgetMission of Deeds Inc: $550 over 2y, 0.0% of budgetBridge School PTA: $500 over 1y, 0.8% 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 8.

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 set of overlaps that mostly run through this funder rather than between each other.

Amazonsmile FoundationWA3.3× affinity4 shared granteesties to 0 of 0Hover any node to trace its alignments.Compare side by side →

Open a dossier: 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.

Compare Value Mortgage Foundation with peer funders

About Value Mortgage Foundation

How much does Value Mortgage Foundation give?
Value Mortgage Foundation reported 6 grants totaling $67,768 in its FY2025 IRS filing. It funded between 3 and 9 organizations a year over FY2020 to FY2024.
What does Value Mortgage Foundation fund?
By grant dollars over FY2020 to FY2025, its largest causes are Food & Nutrition (50%), Public Safety & Disaster (22%), Education (11%).
Who are Value Mortgage Foundation's largest grantees?
By total granted over FY2020 to FY2025: American National Red Cross & Its Constituent Chapters and Branches ($90k), Habitat for Humanity Inc ($18k), Our Journey Inc ($11k).
Does Value Mortgage Foundation fund new organizations?
In FY2024, 33% of the organizations it funded were first-time grantees.
Does Value Mortgage Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Value Mortgage Foundation?
Its strongest co-funders, measured against what their size predicts, include Amazonsmile Foundation.
Where is Value Mortgage Foundation based?
Value Mortgage Foundation is based in MA.

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 22 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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