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· Private foundation
This foundation does not accept unsolicited requests — it funds preselected organizations.
By grantee IRS cause code (NTEE).
A cause breakdown isn’t shown here: 50% of CARROLL F V CHAR TR-MAIN’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.
Beneath the NTEE codes, this is what the grant descriptions actually say.
…and in their own words, year by year
Words distinctive to each year’s grant purposes (TF-IDF) · event-driven terms in cyan.
Your grants by size, and where they go.
By grant size · FY2024
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY18–24, $318k) land where the poverty rate runs at 11% — the area typically sits at 10%. 75% of those dollars reach neighborhoods with above-average need. Most of your grants land in higher-need ZIPs.
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.
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +32% since the first grant, against +29% for the ones you funded once.
37 repeat relationships — 16 still active in FY2024, 21 since wound down; 15 grantees were first funded in FY2024 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 56% of grant dollars renewed an existing relationship; $220k went to new ones.
Where new relationships form · theme of each grantee’s first grant
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.
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
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.
To provide emergency shelter and resources for single homeless women, regardless of their faith, in an environment that respects their dignity as human persons, affords them the opportunity to live indivdiually and collectively with others…
Mission is to provide necessary resources to persons with disabilities in order to assist them in enhancing their daily lives. we provide pre-vocational training, habilitation services, individual support, and employment services based on…
Lead the transformation of healthcare through quality, innovation & education, and make indiana one of the nation's healthiest states.
Indiana united way is the leading voice to advocate, engage, and partner with a strong united way network and key stakeholders to advance human well-being throughout indiana.
Lead the transformation of healthcare through quality, innovation & education, and make Indiana one of the nation's healthiest states.
Intend indiana advances comprehensive community development through innovative financing and development solutions that create and preserve affordable housing, support neighborhood revitalization efforts, and foster small business…
Lead the transformation of healthcare through quality, innovation & education, and make Indiana one of the nation's healthiest states.
Human services
Lead the transformation of healthcare through quality, innovation & education, and make Indiana one of the nation's healthiest states.
The south bend - elkhart regional partnership focuses on a long-term systemic approach to advance the region's economy by aligning the efforts of various stakeholders around five key areas: educating a world-class workforce, recruiting and…
The central indiana corporate partnership (cicp) is transforming our regional economy, bringing together the ceos of central indiana's largest and most civically engaged employers and university presidents to advance "big picture"…
Our hospice of south central indiana, inc. (ohsci) is an independent, not-for-profit organization providing services to the terminally ill in a 22-county service area. since its inception 43 years ago, hospice has expanded to meet the…
For reference, the grantee most central to the portfolio’s shape is United Way of St Joseph County Inc and the most unlike its peers is Indiana University Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
Your grantees are a median of 39 years old; the field is 19. You back the established end — and your money leans older still.
The field is 21% startups (under 5 years old) — 2% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 9% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
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.
Open a dossier: Community Foundation of St Joseph County Inc · Clark Sa & Fp Mem Fd Irr Tua · Muessel Ellison Mem Irr Tua · Judd Leighton Foundation Inc · University of Notre Dame du Lac · Fields Foundation Irr Tua · Klockow Harvey R and Doris Fdn · Community Foundation · United Way of St Joseph County Inc · Asante Foundation Inc · 1st Source Foundation Inc Xxx-Xx-Xxxx · Everwise Foundation Inc
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.
Every dot is one organisation CARROLL F V CHAR TR-MAIN 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.
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.
Through Plinth
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: DRESS FOR SUCCESS MICHIANA INC.
Agentic due diligence · confidence × risk
Limited financial data in public filings.
3 years of Form 990 filings, still active.
US 501(c)(3); EIN 832280997 on file with current IRS Form 990 filings.
Board composition & governance documents — verified live in Plinth from the applicant.
OFAC / UN sanctions screening — run live in Plinth at assessment.
Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.
Live · Plinth’s real DD engine
Run the actual assessment on DRESS FOR SUCCESS MICHIANA INC, 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
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.
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
Find your warmest path to Carroll F V Char Tr-Main 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.