Grants for mutual assistance organizations

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, religious media organizations, homeless shelters, and food banks.

Foundation size

Foundation sizeNumber 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 typeNumber of grantmakers
Community
 
11
Private
 
773
Corporate
 
49
Other
 
89

Grants made

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

Top 10 foundations supporting mutual assistance and financial organizations

GrantmakerStateGeographic focusPercent of grant dollars to benefits trustsNumber of grants made to benefits trustsMedian grant size
Shell Oil Company FoundationTXNational0.1%10$1,304
Robert Wood Johnson Foundation (RWJF)NJNational0.0%10$500
Chubb Charitable FoundationPANational0.1%10$300
Leichtag FoundationCAState0.4%7$3,600
Fidelity FoundationMANational0.0%7$200
Abbvie FoundationILNational0.0%7$200
Adventist HealthCAState6.9%6$16,920,105
Land O'Lakes FoundationMNNational0.1%5$500
Kaiser PermanenteCAState0.9%4$124,765,456
Uja-Federation of New YorkNYMetro32.8%4$9,427,500

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 grantNumber of grants
<$10k
 
1,030
$10k-$25k
 
0
$25k-$100k
 
0
$100k+
 
40

Grant amount by grantee size

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

Grantee states

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

Grantee metros

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

Top 25 grants made to mutual assistance organizations

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