Grants for mutual assistance organizations

Name: Top 25 grants made to mutual assistance and financial organizations
Creator: Cause IQ
License: https://creativecommons.org/licenses/by-nc-nd/4.0/

1,121 mutual assistance and financial organizations received at least $975.0 million in grants for the most recent fiscal year. This includes 1,070 grants made from 922 grantmaking organizations, with a median grant amount of $1,000. Of these 922 foundations, 91% made just a single grant to benefits trusts, and 1% made grants to four or more benefits trusts. This analysis is based on grantmakers that e-file their Form 990s, and likely is an undercount of grants.

$975,010,838

Total grant dollars given to mutual assistance organizations

1,070

Number of grants made annually to mutual assistance organizations

922

Number of grantmakers funding mutual assistance organizations

$1,000

Median grant size to mutual assistance organizations

Foundations that support mutual assistance and financial organizations

Out of all grants made to mutual assistance organizations, 84% came from small foundations with less than $10 million in assets. The top 10 grantmakers accounted for 92% of the dollar-value of grants to benefits trusts. Foundations funding benefits trusts also made grants to universities, religious organizations, homeless shelters, food banks, and history museums.

Foundation size

Foundation size	Number of grantmakers
Small	775
Medium	68
Large	78

Small foundations have <$10M in assets. Medium foundations have $10M to $50M in assets. Large foundations have >$50M in assets.

Foundation type

Foundation type	Number of grantmakers
Community	11
Private	773
Corporate	49
Other	89

Grants made

Grants made to benefits trusts	Number of grantmakers
1	840
2-3	69
4-10	13
11+	0

Top 10 foundations supporting mutual assistance and financial organizations

Grantmaker	State	Geographic focus	Percent of grant dollars to benefits trusts	Number of grants made to benefits trusts	Median grant size
Shell Oil Company Foundation	TX	National	0.1%	10	$1,304
Robert Wood Johnson Foundation (RWJF)	NJ	National	0.0%	10	$500
Chubb Charitable Foundation	PA	National	0.1%	10	$300
Leichtag Foundation	CA	State	0.4%	7	$3,600
Fidelity Foundation	MA	National	0.0%	7	$200
Abbvie Foundation	IL	National	0.0%	7	$200
Adventist Health	CA	State	6.9%	6	$16,920,105
Land O'Lakes Foundation	MN	National	0.1%	5	$500
Kaiser Permanente	CA	State	0.9%	4	$124,765,456
Uja-Federation of New York	NY	Metro	32.8%	4	$9,427,500

See all grantmaking to mutual assistance organizations

Mutual assistance and financial organizations grantees

Mutual assistance organizations with more than $5 million in total revenues received 98% of all grant dollars. These larger organizations accounted for 31% of all benefits trusts.

Grant amounts

Size of grant	Number of grants
<$10k	1,030
$10k-$25k	0
$25k-$100k	0
$100k+	40

Grant amount by grantee size

Grantee annual revenue	Median grant size
<$100k	$1,182
$100k-$500k	$1,000
$500k-$1M	$1,000
$1M-$5M	$1,000
>$5M	$1,950

Grantee states

State of grantee	Number of grants
District of Columbia	159
New York	146
Pennsylvania	112
California	107
Other	546

Grantee metros

Metro area of grantee	Number of grants
Washington DC	164
New York City	130
Philadelphia	83
Los Angeles	58
Other	561

Top 25 grants made to mutual assistance organizations

Grantee	Grant size	Purpose	Grantmaker
Lokahi Assurance	$276,285,698	Per Agreement	Kaiser Permanente
Lokahi Assurance	$168,475,369	Per Agreement	Kaiser Permanente
Lokahi Assurance	$81,055,544	Per Agreement	Kaiser Permanente
Adventist Health Tehachapi Valley	$62,484,992	Notes Payable	Adventist Health
The Jewish Federations of North America (JFNA)	$36,035,337	Regular Campaign	Jewish United Fund of Metropolitan Chicago
Adventist Health Tulare	$32,717,189	Cash MGT Funds	Adventist Health
Sutter Insurance Services Corporation	$23,957,786	FMV	Sutter Bay Hospitals (CPMC)
Sutter Insurance Services Corporation	$23,957,786	FMV	Sutter Bay Hospitals (CPMC)
The Jewish Federations of North America (JFNA)	$21,050,000	Caring / Jewish Life	Uja-Federation of New York
Social Service Employees Union Local 371 Welfare Fund	$20,770,485	To Fund Benefits for A Related Org	Social Service Employees Union Local 371 Administrative Fund
Retirees Welfare Fund	$18,146,681	To Fund Benefits	Afl-Cio New York City Central Labor Council
Adventist Health Tehachapi Valley	$16,920,105	Cash MGT Funds	Adventist Health
Adventist Health Tehachapi Valley	$16,920,105	Cash Transfer Amount	Adventist Health
Municipal Management Society Local 1180 Cwa Security Benefit Fund	$12,026,242	To Fund Benefits for A Related Fund	CWA Local 1180 Administrative Fund
The Jewish Federations of North America (JFNA)	$11,321,000	Caring / Jewish Life	Uja-Federation of New York
The Jewish Federations of North America (JFNA)	$11,207,701	Recommendation: Kvutzat Reut, Yezreel Valley College, Jewish People Planning Institute; General Support	Jewish Federation of Cleveland
Uniformed Sanitationmen's Association Security Benefits Fund	$9,788,270	To Fund Benefits	Afl-Cio New York City Central Labor Council
Local 1180 Retirees Benefit Fund	$9,217,616	To Fund Benefits for A Related Fund	CWA Local 1180 Administrative Fund
Catholic Diocese of Cleveland Health Benefit Trust Agreement	$8,917,650	Social Services	Catholic Community Foundation / Finance Department
The Jewish Federations of North America (JFNA)	$8,274,316	General Support To Carry Out the Mission of the Organization	Greater Miami Jewish Federation
Adventist Health Tulare	$7,963,518	Loan Balance	Adventist Health
The Jewish Federations of North America (JFNA)	$7,534,000	Caring / Jewish Life	Uja-Federation of New York
The Jewish Federations of North America (JFNA)	$7,034,952	General and Program-Specific Support	Jewish Federation Council of Greater LA
Downtown Riverfront Trust	$7,000,000	Capital Fund/renovation	Robert B Daugherty Foundation
Lokahi Assurance	$6,831,331	Per Agreement	Kaiser Permanente

See all grants to mutual assistance organizations

Methodology: To determine grants and grantees, Cause IQ analyzes electronically-filed Form 990, Form 990-EZ, and Form 990-PF financial disclosure documents, matching grantees to specific organizations using EINs and fuzzy matching logic. The "Mutual assistance organizations" category for this page is determined by the "Y00: Mutual and Benefit Organizations: General" National Taxonomy of Exempt Entities (NTEE) code. Cause IQ determines NTEEs for organizations by its own internally-developed secret-sauce algorithms.