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· Private foundation

Bruce Ronald & Phyllis M Trust

Its FY2025 filing reports that it accepted unsolicited grant applications.

$22k
Granted FY2025still arriving
5
Grants FY2025still arriving
1
States reached
$5k
Largest
01What you fund
01100% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20192025.

Animals$128k
02FY2025 · 5 grants

Where the money goes

Your grants by size, and where they go.

$5,000
Median grant
1
States reached
$414k
Total assets
Largest grants
RecipientAmount
CHANNEL ISLANDS MARINE & WILDLIFE$5,000
SANTA YNEZ VALLEY HUMANE SOCIETY$5,000
SANTA BARBARA HUMANE SOCIETY$5,000
CARE4PAWS$5,000
THERAPY DOGS OF SANTA BARBARA$2,000
02The need
03

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:

Dollar for dollar, your grants (FY19–25) land where the poverty rate runs at 14%, against an area that typically sits at 9%. 92% of your dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 9%SHADOW'S FUND INCORPORATED: $3k → 14%SANTA BARBARA HUMANE SOCIETY: $5k → 8%SANTA BARBARA HUMANE SOCIETY: $5k → 14%SANTA BARBARA HUMANE SOCIETY: $5k → 14%SANTA BARBARA HUMANE SOCIETY: $4k → 14%ANIMAL SHELTER ASSISTANCE PROGRAM: $3k → 14%ANIMAL SHELTER ASSISTANCE PROGRAM: $3k → 14%SANTA MARIA VALLEY HUMANE SOCIETY: $4k → 14%SANTA MARIA VALLEY HUMANE SOCIETY: $4k → 14%SANTA MARIA VALLEY HUMANE SOCIETY: $3k → 14%SANTA YNEZ VALLEY HUMANE SOCIETY: $5k → 14%SANTA YNEZ VALLEY HUMANE SOCIETY(DAWG: $5k → 14%SANTA YNEZ VALLEY HUMANE SOCIETY: $5k → 14%SANTA YNEZ VALLEY HUMANE SOCIETY(DAWG: $4k → 14%SANTA YNEZ VALLEY HUMANE SOCIETY(DAWG: $3k → 14%0%20%40%50%more need →
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 linein 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 — 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.

94%of every dollar goes to organizations you’ve funded before.
$120k · 8 repeat orgs$8k to everyone else

8 repeat relationships — 4 still active in FY2025, 4 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

8
1

Total granted

$120k
$3k

Median revenue growth · since first grant

+77%
+168%

Still filing today

75%
100%

New vs renewed · share of each year

In FY2025, 77% of grant dollars renewed an existing relationship; $5k went to new ones.

50%100%’19’20’21’22’23’24’25
RenewedFirst-time

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

  • CI
    CARE4Paws Inc
    7× · 2019–2025 · $30k · revenue +263%
  • SB
    SANTA BARBARA HUMANE SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
    4× · 2022–2025 · $19k · revenue +77%
  • AS
    Animal Shelter Assistance Program
    4× · 2019–2023 · $16k · revenue +130%

Funded once

  • SF
    SHADOWS FUND INCORPORATEDgraduated
    one grant, 2019 · $3k · revenue +168%

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.

1
Santa Cruz Humane Society Inc

To provide a no kill shelter for homeless pets and promote adoption to good homes.

Animals
2
Santa Barbara County Animal Care Foundation Inc

To provide better care for animals in santa barbara county shelters.

Animals
3
High Sierra Animal Rescue Inc

High Sierra Animal Rescues mission is to save the lives of homeless dogs in the regions served. Our staff and volunteers are dedicated to making our communities better through successful adoptions advancing their welfare and creating human…

Animals
4
North Bay Animal Services
Animals
5
California Animal Rescue and Education Sanctuary Inc

C.A.R.E.S.MISSION STATEMENT*Rescue, foster and find good homes for abandoned and homeless domestic and farm animals.*Spay/neuter abandoned and homeless cats and dogs, as well as help low income families with same.*Conduct TNR+ programs to…

6
The Adoptable Dog
Animals
7
Raskels Rescue
Animals
8
Spca San Pat County

The goal of the SPCA San Pat County is to maintain an animal shelter that serves the needs of the county. It serves the county and communities within that county by providing a shelter where people can adopt a homeless pet and as long as…

Animals
9
Paws and Claws Animal Shelter
Animals
10
South Pacific County Humane Society

Our mission is to improve the lives of cats and dogs by providing compassionate care, finding homes for homeless animals, and supporting pets and pet owners in need. We accomplish this mission by taking cats and dogs that do not have a…

Animals
11
Saving Saluda Strays
Animals
12
Humane Society of the Sierra Foothills

To prevent animal abuse and neglect, enforce the anti-cruelty laws of the State of California and promote the wellbeing of animals.

Animals

For reference, the grantee most central to the portfolio’s shape is Santa Maria Valley Humane Society and the most unlike its peers is Therapy Dogs of Santa Barbara Inc. 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 one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 8 of the 10 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
7/8
Grantees still filing
6/8
Grew since you first funded

Where your money sits — by cause, then by grantee

CARE4Paws Inc — $29,625 · AnimalsCARE4Paws IncSANTA BARBARA HUMANE SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS — $19,375 · AnimalsSANTA BARBARA HUMANE SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALSAnimal Shelter Assistance Program — $15,625 · AnimalsAnimal Shelter Assistance ProgramTHERAPY DOGS OF SANTA BARBARA INC — $11,375 · AnimalsTHERAPY DOGS OF SANTA BARBARA INCK-9 PLACEMENT AND ASSISTANCE LEAGUE INC — $10,250 · AnimalsK-9 PLACEMENT AND ASSISTANCE LEAGUE INCSANTA YNEZ VALLEY HUMANE SOCIETY — $10,000 · AnimalsSANTA YNEZ VALLEY HUMANE SOCIETY+1 more — $3,000 · AnimalsSANTA YNEZ VALLEY HUMANE SOCIETY(DAWG — $12,250 · OtherSANTA YNEZ VALLEY HUMANE …SANTA MARIA VALLEY HUMANE SOCIETY — $11,250 · OtherSANTA MARIA VALLEY HUMANE…CHANNEL ISLANDS MARINE & WILDLIFE — $5,000 · OtherCHANNEL ISLANDS MARINE & …
Animals$99,250Other$28,500

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

25%50%75%100%$1.0M$10Mgrantee revenue →↑ your share of their budgetCARE4Paws Inc — $29,625 over 7y, 0.5% of budgetSANTA BARBARA HUMANE SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS — $19,375 over 4y, 0.1% of budgetAnimal Shelter Assistance Program — $15,625 over 4y, 0.6% of budgetTHERAPY DOGS OF SANTA BARBARA INC — $11,375 over 3y, 3.7% of budgetSANTA MARIA VALLEY HUMANE SOCIETY — $11,250 over 3y, 0.3% of budgetK-9 PLACEMENT AND ASSISTANCE LEAGUE INC — $10,250 over 3y, 2.7% of budgetSANTA YNEZ VALLEY HUMANE SOCIETY — $10,000 over 2y, 0.3% of budgetSHADOWS FUND INCORPORATED — $3,000 over 1y, 0.9% of budget
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.

Santa Barbara FoundationCA21.8× affinity8 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Santa Barbara Foundation · Animal Charitable Foundation Santa Barbara County Inc · The Wood-Claeyssens Foundation · Thornton S Jr and Katrina D Glide Foundation · Resqcats Inc · Chrissie's Fund a Delaware Trust · Balin Hildegard Charit Tua-Main · Ethel Frends Charitable Foundation · Bragg Health Foundation · Walter J & Holly O Thomson Charitable · Roy and Ida Eagle Foundation · Hutton Foundation Dba Hutton Parker Foundation

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 organization Bruce Ronald & Phyllis M 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
202122232425
no gov · 00%0%1%3%5%your 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
    1report 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, FY2025

    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 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

    Warm introductions · Powered by PlinthPlus

    How do I get to Bruce Ronald & Phyllis M Trust?

    Find your warmest path to Bruce Ronald & Phyllis M Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 10 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your 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. How we build these →

    Generated from your IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

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