How much did BATEY FAMILY CHARITABLE TRUST grant in FY2024?

A cause breakdown isn’t shown here: 67% of BATEY FAMILY CHARITABLE TRUST’s grantee dollars go to organizations outside the IRS cause taxonomy (common for large international and research funders), so a chart would be mostly “unclassified” and misrepresent the portfolio.

02beneath the categories

Past the labels — and the year it shifted

Beneath the NTEE codes, this is what the grant descriptions actually say.

…and in their own words, year by year

2018

sponsorhip

2019

sponsorhip

2020

bakersfieldsponsorhip

2021

—

2022

tejon ranch

2023

—

2024

—

Words distinctive to each year’s grant purposes (TF-IDF) · event-driven terms in cyan.

03FY2024 · 14 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

Under $10k9 grants · $35k
$10k–50k5 grants · $111k

$7,000

Median grant

States reached

$2.2M

Total assets

Largest grants

CSUB FOUNDATION$40,000
FIRST UNITED METHODIST CHURCH$36,200
KERN COUNTY NETWORK FOR CHILDREN$15,000
BAKERSFIELD CITY BALLET$10,000
AMERICAN RED CROSS$10,000
CHILDCARE WORLDWIDE$7,300
BOYS AND GIRLS CLUB OF KERN COUNTY$7,000
DOCTORS WITHOUT BORDERS$5,000
THE SALVATION ARMY$5,000
KERN HIGH SCHOOL FOUNDATION$5,000
MISC CONTRIBUTIONS UNDER 1000$2,000
ADVANCE CENTER FOR EYECARE$1,650
FEED THE HUNGRY$1,000
KERN COMMUNITY FOUNDATION$1,000

02The need

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY20–24, $108k) land where the poverty rate runs at 18% — the area typically sits at 12%. 100% of those dollars reach neighborhoods with above-average need. Most of your grants land in higher-need ZIPs.

grant to an above-average-need area below average· circle size = grant amount

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; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA, United Way ALICE — shown as context about the area, never attributed to your giving.

03Your edge

repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

75%of every dollar goes to organizations you’ve funded before.

$2.1M · 18 repeat orgs$727k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +113% since the first grant, against +40% for the ones you funded once.

18 repeat relationships — 10 still active in FY2024, 8 since wound down; 4 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

Total granted

$2.1M

$710k

Median revenue growth · since first grant

+113%

+40%

Still filing today

39%

28%

New vs renewed · share of each year

In FY2024, 88% of grant dollars renewed an existing relationship; $18k went to new ones.

RenewedFirst-time

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

Arts & CulturePhilanthropyHuman ServicesEnvironmentHousing & ShelterInternationalOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). 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

TR
TEJON RANCH CONSERVANCY
5× · 2019–2023 · $380k · revenue +15% · 81% of their budget
CE
CASA ESPERANZA
4× · 2019–2023 · $162k · revenue +135% · 27% of their budget
KC
KERN COUNTY MUSEUM FOUNDATION
7× · 2017–2023 · $121k · revenue +12%

Funded once

CB
CSU BAKERSFIELD
one grant, 2019 · $490k
UU
USC UNIVERSITY ADVANCEMENT
one grant, 2020 · $100k
BS
BOY SCOUTS OF AMERICA SOUTH SIERRA COUNCIL
one grant, 2017 · $80k

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

Kern County Cancer Foundation

Dedicated to assisting kern county residents who need financial assistance in obtaining treatment for cancer and associated diseases.

Health

Kern County Library Foundation

Education

United Way of Central Eastern California

The mission of the united way of kern county is to "mobilize donors, advocates and volunteers to improve lives in kern county." the organization accomplishes this by raising and investing financial resources in programs that advance the…

Philanthropy

Kern Medical Center Foundation

Kern medical center foundation is dedicated to promote education and programs that support the mission of kern medical center

Health

Kern Economic Development

Education and research. a research based and educational organization that supports kern county businesses and communities in reaching their full economic potential.

Community Improvement

Kern Real Estate Foundation

Kern real estate foundation functions exclusively to benefit and support the kern community foundation.

Philanthropy

Kern Economic Development Corporation

Attracting new business & industry to all cities & communities in kern county. retain existing industry & compile data to attract new industry.

—

Kern High School District Educational

Education

Bakersfield Symphony Orchestra Inc

The mission of the Bakersfield Symphony is to unify and celebrate our diverse community through shared musical experiences and to provide students across Kern County, but especially those in rural and disadvantaged areas, every opportunity…

Arts & Culture

Cbcc Foundation for Community Wellness

Serving the educational, financial, and emotional needs of kern county cancer patients and their families. providing assistance to individuals with financial hardship to relieve medical debt.

Health

Kern County Fire Fighters Union

To provide benefits to over 500 members

—

Greater Bakersfield Chamber of Commerce

Provide support, networking, and education to the business community of bakersfield and kern county.

—

For reference, the grantee most central to the portfolio’s shape is Kern County Museum Foundation and the most unlike its peers is Kern County Network for Children. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

05the grantee network

13 grantees, every filing reconciled, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.

Load-bearing (≥25% of a budget)

Early backer (in before they grew)

13/13

Grantees still filing

10/13

Grew since you first funded

Where your money sits — by cause, then by grantee

Other$1,927,130Environment$380,000Housing & Shelter$162,200Arts & Culture$132,450Human Services$108,000International$94,300Youth Development$57,500

Each org by its size and your share of it — top-left is where you’re load-bearing

Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Kern Community FoundationCA18× affinity6 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Kern Community Foundation · Louis and Sheryl Barbich Foundation · The Skeet Varner Foundation · San Joaquin Community Hospital · The Virginia and Alfred Harrell · Dignity Health · Kaiser Foundation Hospitals · Charities Aid Foundation America · Natl Christian Charitable Fdn Inc · The Bank of America Charitable Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organisation BATEY FAMILY CHARITABLE TRUST funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024

’20’21’22’23’24

no gov moneyreceives it· size = income

0get no government money at all

0rely on government for over half their income

⤢ axis zoomed · 0–15%

typical government reliance, FY20–24

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. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not 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 12–24 months.

05Through Plinth

Through Plinth

Your grantmaking, live and operational

This dossier was generated cold from public filings. In Plinth it’s a working system — every applicant assessed and every grant monitored. Here’s a taste, run on one of your grantees: TEJON RANCH CONSERVANCY.

Agentic due diligence · confidence × risk

Financial management

low risk

~24 months of operating runway; revenue grew over 8 filed years.

Track record & reputation

low risk

8 years of Form 990 filings, still active.

Legal standing

low risk

US 501(c)(3); EIN 262839563 on file with current IRS Form 990 filings.

Governance

Live in Plinth

Board composition & governance documents — verified live in Plinth from the applicant.

Compliance & sanctions

Live in Plinth

OFAC / UN sanctions screening — run live in Plinth at assessment.

Program capacity

Live in Plinth

Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.

Live · Plinth’s real DD engine

Run the actual assessment on TEJON RANCH CONSERVANCY, cold from public data.

Generated live from public IRS filings + open web sources by Plinth’s agentic engine. Shown as an illustration of the product, not a formal assessment.

Post-award monitoring · continuous checks

On trackFinancial stability— Roughly 24 months of cash on hand.
On trackSustained operations— Filing through 2024; revenue grew over the period.
WatchReliance on your funding— Your grants peaked at 81% of their budget — load-bearing; a dependency Plinth would track.
Awaiting reportEvidence of delivery— Plinth collects the grantee's own monitoring reports post-award.

What you see here is static and public. In Plinth it’s operational — the full six-pillar framework on every applicant (with their own documents + live registry and sanctions checks), monitoring dashboards on every award, custom board reports, and eligibility routing for intake.

Agentic due diligenceMonitoring dashboardsCustom board reportsEligibility routing

Preview generated from this grantee’s public IRS filings and independent reporting. Pillars marked “live in Plinth” require the applicant’s submitted documents. Shown as illustration, not a formal assessment.

Warm introductions · Powered by PlinthPro

How do I get to Batey Family Charitable Trust?

Find your warmest path to Batey Family Charitable Trust through people who sit on both boards. Search for your organization and Plinth traces the introduction across shared trustees and officers.

Every link is a documented governance overlap in public IRS 990 filings — not a personal network — and each hop carries its own confidence tier. Low-confidence or distant paths are held back rather than guessed.

BATEY FAMILY CHARITABLE TRUST

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

13 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to Batey Family Charitable Trust?

More from the funding graph

BATEY FAMILY CHARITABLE TRUST

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

13 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to Batey Family Charitable Trust?

More from the funding graph