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· Private foundation

Barney and Susie Cockburn Charitable Trust

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$240k
Granted FY2024still arriving
4
Grants FY2024still arriving
1
States reached
$80k
Largest
01What it funds
01100% classified

What it funded, over time

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

Philanthropy$1.0MEducation$602kHuman Services$261k
02FY2024 · 4 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • $10k–50k2 grants · $80k
  • $50k–250k2 grants · $160k
$80,000
Median grant
1
States reached
$2.7M
Total assets
Largest grants
RecipientAmount
WRITTEN IN RED INC$80,000
CHASE FOUNDATION$80,000
ALTRUSA INTERNATIONAL FOUNDATION INC OF ROSWELL$40,000
ALTRUSA INTERNATIONAL FOUNDATION INC OF ARTESIA$40,000
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:

Its human-services grants (FY22–24, $261k) land where the poverty rate runs at 13%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%WRITTEN IN RED INC: $100k → 13%WRITTEN IN RED INC: $81k → 13%WRITTEN IN RED INC: $80k → 13%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.

72%of every dollar goes to organizations it has funded before.
$1.2M · 4 repeat orgs$457k to everyone else

4 repeat relationships: 2 still active in FY2024, 2 since wound down; 2 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

4
4

Total granted

$1.2M
$377k

Median revenue growth · since first grant

-31%
+92%

Still filing today

75%
25%

New vs renewed · share of each year

In FY2024, 67% of grant dollars renewed an existing relationship; $80k 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
PhilanthropyHuman ServicesEducationOther
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

  • MA
    MARY ANNE BERLINER FOUNDATION TRUST
    2× · 2017–2018 · $454k · revenue -23% · 98% of their budget
  • CF
    CHASE FOUNDATION MACK C CHASE TRUSTEE
    4× · 2020–2024 · $337k · revenue -612%
  • WI
    WRITTEN IN RED INC
    3× · 2022–2024 · $261k · revenue -31%

Funded once

  • NM
    NEW MEXICO MILITARY INSTITUTE
    one grant, 2019 · $116k
  • NM
    NEW MEXICO MILITARY INSTITUTE FOUNDATION INCgraduated
    one grant, 2021 · $110k · revenue +92%
  • AI
    ALTRUSA INTERNATIONAL FOUNDATION OF ROSWELL NM
    one grant, 2020 · $76k
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
04the grantee network

5 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. 5 of the 11 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.

1
Load-bearing (≥25% of a budget)
1
Early backer (in before they grew)
5/5
Grantees still filing
1/5
Grew since first funded

Where the money sits, by cause and then by grantee

MARY ANNE BERLINER FOUNDATION TRUST: $454,149 · PhilanthropyMARY ANNE BERLINER FOUNDATION TRUSTCHASE FOUNDATION MACK C CHASE TRUSTEE: $336,558 · PhilanthropyCHASE FOUNDATION MACK C CHASE TRUSTEECarlsbad Community Foundation Inc: $225,225 · PhilanthropyCarlsbad Community Foundation IncALTURSA INTERNATIONAL FOUNDATION INC OF ARTESIA: $145,901 · OtherALTURSA INTERNATIONAL FOUNDAT…NEW MEXICO MILITARY INSTITUTE: $115,550 · OtherNEW MEXICO MILITARY INSTITUTEALTRUSA INTERNATIONAL FOUNDATION OF ROSWELL NM: $75,657 · OtherALTRUSA INTERNATIONAL FOUNDAT…FIRST UNITED METHODIST CHURCHCOWBOY BELL SCHOLARSHIP FUND: $75,657 · OtherFIRST UNITED METHODIST CHURCH…ALTRUSA INTERNATIONAL FOUNDATION INC OF ROSWELL: $40,000 · OtherALTRUSA INTERNATIONAL FOUNDAT…ALTRUSA INTERNATIONAL FOUNDATION INC OF ARTESIA: $40,000 · OtherALTRUSA INTERNATIONAL FOUNDAT…WRITTEN IN RED INC: $260,901 · Human ServicesWRITTEN IN RED …NEW MEXICO MILITARY INSTITUTE FOUNDATION INC: $109,675 · Education
Philanthropy$1,015,932Other$492,765Human Services$260,901Education$109,675

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0Mgrantee revenue →↑ funder's share of their budgetMARY ANNE BERLINER FOUNDATION TRUST: $454,149 over 2y, 98% of budgetCHASE FOUNDATION MACK C CHASE TRUSTEE: $336,558 over 4y, 3.8% of budgetWRITTEN IN RED INC: $260,901 over 3y, 7.4% of budgetCarlsbad Community Foundation Inc: $225,225 over 2y, 7.3% of budgetNEW MEXICO MILITARY INSTITUTE FOUNDATION INC: $109,675 over 1y, 4.1% 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 MARY ANNE BERLINER FOUNDATION TRUST ↗
  • Who funds CHASE FOUNDATION MACK C CHASE TRUSTEE ↗
  • Who funds WRITTEN IN RED INC ↗
  • Who funds Carlsbad Community Foundation Inc ↗
  • Who funds NEW MEXICO MILITARY INSTITUTE FOUNDATION INC ↗

How much its grantees rely on government

Each dot is one organization Barney and Susie Cockburn Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Barney and Susie Cockburn Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%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
    0get no government money at all
    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 11 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

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