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Walters Family Foundation at a glance

· Private foundation

Walters Family Foundation

Its FY2024 filing reports that it accepted unsolicited grant applications.

$167k
Granted FY2024still arriving
6
Grants FY2024still arriving
2
States reached
$100k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0197% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Philanthropy$4.6MHealth$1.8MHuman Services$22kInternational$10kReligion$6kOther$0
02FY2024 · 6 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k3 grants · $12k
  • $10k–50k2 grants · $55k
  • $50k–250k1 grant · $100k
$27,425
Median grant
2
States reached
$2.4M
Total assets
Largest grants
RecipientAmount
NEW YORK PRESBYTERIAN FUND$100,000
LORI AND STEVEN KLINGHOFFER FUND$27,425
JODY AND BRUCE FRIEDMAN FUND$27,425
TEMPLE B'NAI ABRAHAM$6,000
ADVANCED PULMONARY RESEARCH FELLOWSHIP FUND$5,000
FOUNDATION FOR MORRISTOWN MEDICAL CENTER$1,000
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 (FY17–24) land where the poverty rate runs at 8%, against an area that typically sits at 9%. 28% of its dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 9%NEW YORK PRESBITERIAN HOSPITAL OFFICE OF DEVELOPMENT: $33k → 17%JEWISH COMMUNITY FOUNDATION OF METROWEST (JCF): $25k → 11%FOUNDATION FOR MORRISTOWN MEDICAL CENTER: $1k → 4%THE ARC OF SOMERSET COUNTY: $16k → 5%GRACE HEALTHCARE SERVICES: $250 → 8%SAINT BARNABAS MEDICAL CENTER: $350k → 16%NEW YORK PRESBITERIAN HOSPITAL OFFICE OF DEVELOPMENT: $31k → 17%JEWISH COMMUNITY FOUNDATION OF METROWEST (JCF): $22k → 11%THE JEWISH COMMUNITY FOUNDATION OF GREATER METROWEST NJ: $4.4M → 4%SAINT BARNABAS MEDICAL CENTER: $201k → 16%NEW YORK PRESBYTERIAN FUND: $100k → 17%JEWISH COMMUNITY FOUNDATION OF METROWEST (JCF): $4k → 11%JEWISH COMMUNITY FOUNDATION GREATER METROWEST NJ: $62k → 4%SAINT BARNABAS MEDICAL CENTER FOUNDATION: $200k → 16%NEW YORK PRESBITERIAN HOSPITAL: $25k → 17%UJA OF METROWEST: $60k → 4%SAINT BARNABAS MEDICAL CENTER FOUNDATION: $200k → 16%ADVANCED PULMONARY RESEARCH FELLOWSHIP FUND: $5k → 17%JEWISH COMMUNITY FOUNDATION GREATER METROWEST NJ: $32k → 4%SAINT BARNABAS MEDICAL CENTER: $200k → 16%NEW YORK PRESBITERIAN HOSPITAL: $4k → 17%JEWISH COMMUNITY FOUNDATION GREATER METROWEST NJ: $32k → 4%SAINT BARNABAS MEDICAL CENTER: $200k → 16%MSCH KIDS CARE FUND: $22k → 17%JODY AND BRUCE FRIEDMAN FUND: $27k → 4%SAINT BARNABAS MEDICAL CENTER FOUNDATION: $200k → 16%LORI AND STEVEN KLINGHOFFER FUND: $27k → 4%TEMPLE B'NAI ABRAHAM: $6k → 16%JEWISH FEDERATION OF GREATER METROWEST NJ: $25k → 4%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.

87%of every dollar goes to organizations it has funded before.
$1.7M · 7 repeat orgs$266k to everyone else

7 repeat relationships: 0 still active in FY2024, 7 since wound down; 6 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

7
5

Total granted

$1.7M
$99k

Median revenue growth · since first grant

+7%
+14%

Still filing today

29%
20%

New vs renewed · share of each year

In FY2024, 0% of grant dollars renewed an existing relationship; $167k went to new ones.

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

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

’17’18’19’20’21’22’23’24
HealthInternationalOther
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

  • SB
    SAINT BARNABAS MEDICAL CENTER
    4× · 2020–2023 · $951k
  • SB
    SAINT BARNABAS MEDICAL CENTER FOUNDATION
    3× · 2017–2019 · $600k
  • NY
    NEW YORK PRESBITERIAN HOSPITAL OFFICE OF DEVELOPMENT
    2× · 2020–2021 · $64k

Funded once

  • IG
    Individual grant recipient
    one grant, 2022 · $60k
  • MK
    MSCH KIDS CARE FUND
    one grant, 2019 · $22k
  • TA
    THE ARC OF SOMERSET COUNTY INC
    one grant, 2019 · $16k · revenue +14%
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
Long Island Jewish Medical Center

Long island jewish medical center is part of the northwell health ("northwell"), which strives to improve the health of the communities it serves and is committed to providing the highest quality clinical care; educating the current and…

Health
2
Northwell Health Inc

Northwell health is the parent company of a fully integrated health system that is committed to promote clinical care, health education, conduct biomedical research, and caring for the community regardless of ability to pay.

Community Improvement
3
Monmouth Medical Center

To meet the healthcare needs of our community by providing cost-effective quality care. to educate present and future generations of healthcare providers. to provide a continuum of regional tertiary care. please refer to the organization's…

Health
4
Jersey City Medical Center

The organization's mission is to offer healthcare services with compassion and dignity. the organization provides patients, their families and all in need, excellence in hospital and healthcare services and programs to enhance community…

Health
5
John T Mather Memorial Hospital

John t. mather memorial hospital ("mather") is a non-profit community hospital that is part of northwell health. mather strives to improve the health of the communities it serves and is committed to providing the highest quality clinical…

Health
6
Newark Beth Israel Medical Center

The spirit that infuses newark beth israel medical center and children's hospital of new jersey is its commitment to excellence. our mission is to achieve this excellence through: - the delivery of primary health care to all who need our…

Health
7
South Shore University Hospital

South shore university hospital is part of northwell health ("northwell"), which strives to improve the health of the communities it serves and is committed to providing the highest quality clinical care; educating the current and future…

Health
8
Northwell Health Foundation

Northwell health foundation inc. is dedicated toward helping donors, patients, and leaders link their vision and philanthropic support toward helping the underserved and uninsured, advancing the latest frontiers in medical technology and…

Health
9
Northwell Healthcare Inc

Northwell healthcare inc. coordinates policy making and strategic planning by providing advisory and administrative support services to affiliated health care organizations within northwell health; whose mission is to improve the health of…

Health
10
North Shore University Hospital

North shore university hospital is part of northwell health ("northwell"), which strives to improve the health of the communities it serves and is committed to providing the highest quality clinical care; educating the current and future…

Health
11
Robert Wood Johnson University Hospital Rahway

To deliver safe, quality, cost effective healthcare services, providing access and value to the community through a unified effort that meets individual needs with dignity and respect. through its dynamic, strategic partnerships, robert…

Health
12
Plainview Hospital

Plainview hospital is part of northwell health, inc ("northwell"), which strives to improve the health of the communities it serves and is committed to providing the highest quality clinical care; educating the current and future…

Health
How this is measured
The grantee most central to the portfolio’s shape is Jewish Federation of Greater Metrowest Nj; the most unlike its peers is Saint Barnabas Medical Center. 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

8 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. 8 of the 20 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)
7/8
Grantees still filing
5/8
Grew since first funded

Where the money sits, by cause and then by grantee

Jewish Community Foundation of Greater Metrowest NJ: $4,511,071 · PhilanthropyJewish Community Foundation of Greater Metrowest NJ+1 more: $25,000 · PhilanthropySAINT BARNABAS MEDICAL CENTER: $951,000 · HealthSAINT BARNABAS MED…NEW YORK-PRESBYTERIAN FUND INC: $100,000 · HealthNEW YORK-PRESBYTER…+2 more: $2,500 · HealthSAINT BARNABAS MEDICAL CENTER FOUNDATION: $600,000 · OtherSAINT BARNABAS …NEW YORK PRESBITERIAN HOSPITAL OFFICE OF DEVELOPMENT: $63,500 · OtherNEW YORK PRESBI…Individual grant recipient: $60,000 · OtherIndividual gran…JEWISH COMMUNITY FOUNDATION OF METROWEST (JCF): $50,685 · OtherJEWISH COMMUNIT…+9 more: $133,220 · Other+9 moreBIRTHRIGHT ISRAEL FOUNDATION: $9,500 · International
Philanthropy$4,536,071Health$1,053,500Other$907,405International$9,500

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 budgetJewish Community Foundation of Greater Metrowest NJ: $4,511,071 over 3y, 6.4% of budgetNEW YORK-PRESBYTERIAN FUND INC: $100,000 over 1y, 0.0% of budgetJEWISH FEDERATION OF GREATER METROWEST NJ: $25,000 over 1y, 0.1% of budgetTHE ARC OF SOMERSET COUNTY INC: $16,185 over 1y, 0.1% of budgetBIRTHRIGHT ISRAEL FOUNDATION: $9,500 over 2y, 0.0% of budgetALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC: $1,500 over 2y, 0.0% of budgetFoundation for Morristown Medical Center: $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 Jewish Community Foundation of Greater Metrowest NJ ↗
  • Who funds SAINT BARNABAS MEDICAL CENTER ↗
  • Who funds NEW YORK-PRESBYTERIAN FUND INC ↗
  • Who funds JEWISH FEDERATION OF GREATER METROWEST NJ ↗
  • Who funds THE ARC OF SOMERSET COUNTY INC ↗
  • Who funds BIRTHRIGHT ISRAEL FOUNDATION ↗
  • Who funds ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC ↗
  • Who funds Foundation for Morristown Medical Center ↗

How much its grantees rely on government

Each dot is one organization Walters Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Walters Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 20%1%3%6%10%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →
    no gov moneyreceives it· size = income
    2get no government money at all
    2report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    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 20 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 Walters Family’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