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· Private foundation

Edward 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.

$5k
Granted FY2024still arriving
6
Grants FY2024still arriving
3
States reached
$2k
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, FY2020 to 2024.

Education$8kAnimals$6kYouth Development$2kHealth$1kReligion$1kRecreation & Sports$603Human Services$470Community Improvement$250Other$0
02FY2024 · 6 grants

Where the money goes

Grants by size, and the largest recipients.

$500
Median grant
3
States reached
$140k
Total assets
Largest grants
RecipientAmount
SWEETBEAU HORSES$1,500
BOYS & GIRLS CLUB OF SOUTHWEST COUNTY MURRIETA$1,500
GO PACK FOUNDATION$500
OPERATION SMILE$500
NATIONAL MULTIPLE SCLEROSIS SOCIETY$250
ANIMAL FRIENDS OF THE VALLEYS (AFV)$250
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:

Dollar for dollar, its grants (FY20–24) land where the poverty rate runs at 11%, against an area that typically sits at 10%. 77% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%St John the Evangelist: $500 → 10%CONCUSSION LEGACY FOUNDATION CLF EIN #77-0689904: $536 → 16%Sweetbeau Horses: $2k → 7%GO PACK FOUNDATION: $500 → 11%CAL POLY FOUNDATION: $4k → 12%TUNNEL TO TOWERS T2T ORG: $250 → 11%WWW DONORSCHOOSE ORG EIN13-4129457: $100 → 17%THE WOODSON CENTER: $250 → 14%PGA TOUR CHARITIES: $250 → 6%NICKLAUS CHILDREN'S FOUNDATION: $250 → 11%Barrington Middle School Best Buddies Program: $300 → 7%GIVESMART AP Receipt PC9e: $170 → 13%OPERATION SMILE: $500 → 10%St Thomas Aquinas Church: $500 → 10%ST MICHAEL PARISH: $100 → 16%SWEETBEAU HORSES: $1k → 7%GOPACK FOUNDATION: $300 → 11%CAL POLY FOUNDATION: $3k → 12%NATIONAL MULTIPLE SCLEROSIS SOCIETY: $250 → 17%PGA JR LEAGUE GOLF payment #wkz35882: $103 → 11%SWEETBEAU HORSES: $750 → 7%Rancho Damacitas Children Services: $300 → 11%CAL POLY FOUNDATION: $250 → 12%ANIMAL FRIENDS OF THE VALLEYS (AFV): $250 → 11%SWEETBEAU HORSES: $2k → 12%BOYS & GIRLS CLUB OF SOUTHWEST COUNTY MURRIETA: $2k → 11%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.

Which US states its grants reach

NY
MA
RI
CA
VA
DC
GA
FL
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.

68%of every dollar goes to organizations it has funded before.
$13k · 3 repeat orgs$6k to everyone else

Grantees it renews have grown median revenue +28% since the first grant, against -7% for those funded once.

3 repeat relationships: 2 still active in FY2024, 1 since wound down; 4 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

3
13

Total granted

$13k
$4k

Median revenue growth · since first grant

+28%
-7%

Still filing today

100%
23%

New vs renewed · share of each year

In FY2024, 44% of grant dollars renewed an existing relationship; $3k went to new ones.

50%100%’20’21’22’24
RenewedFirst-time

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

’20’21’22’24
EducationHealthAnimalsYouth DevelopmentCommunity ImprovementInternationalOther
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

  • CP
    CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION
    3× · 2020–2022 · $7k · revenue +28%
  • SH
    SWEETBEAU HORSES
    4× · 2020–2024 · $5k · revenue -8%
  • GO
    GREAT OAK PARENTS AND COMMUNITY FOR KIDS FOUNDATION
    2× · 2021–2024 · $800 · revenue +188%

Funded once

  • CL
    CONCUSSION LEGACY FOUNDATION INC
    one grant, 2021 · $536 · revenue +13%
  • SJ
    St John the Evangelist
    one grant, 2022 · $500
  • ST
    St Thomas Aquinas Church
    one grant, 2022 · $500
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

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
University of Southern California

The central mission of the university of southern california is the development of human beings and society as a whole through the cultivation and enrichment of the human mind and spirit. the principal means by which our mission is…

Education
2
Memorial Sloan-Kettering Cancer Center

Leadership in the prevention, treatment, and cure of cancer through excellence, vision and cost effectiveness in patient care, outreach programs, research, and education.

Health
3
California State University Foundation

Established in 1962, the foundation is the central foundation for the california state university (csu) system and serves the office of the chancellor. the foundation exists to support excellence in teaching and learning, and to serve the…

Philanthropy
4
Public Library of Science

Please see schedule o for complete description of the organization's mission.

Science & Tech
5
Southern California University of Health Sciences

The mission of southern california university of health sciences (scu) is to educate students as competent, caring and successful practitioners of integrative healthcare. the university is committed to providing excellence in academics,…

Education
6
Cystic Fibrosis Foundation

To cure cf and provide all people with cf the opportunity to lead long, fulfilling lives by funding research and drug development, partnering with the cf community, and advancing high-quality, specialized care.

Health
7
Prostate Cancer Foundation

The prostate cancer foundation (pcf) funds the world's most promising research on the biology and treatment of prostate cancer, accelerating those discoveries into therapies and strategies designed to improve the quality of life and…

Philanthropy
8
California State University Los Angeles Foundation

To advance the educational, cultural, scholarly, and creative activities and the role of community service of csula by increasing private funding, responsibly managing donated resources and supporting the university and its diverse and…

Education
9
The Board of Trustees of the Leland Stanford Junior University

Stanford university is one of a select group of american universities that have achieved eminence in both undergraduate and graduate education and research - cont'd sch o.

Education
10
Ucsf Health Medical Foundation

See schedule othe mission of ucsf health medical foundation is threefold: 1) to establish, operate and maintain medical clinics for the provision of healthcare services in california; 2) to promote health by providing, coordinating,…

Health
11
Curepsp Inc

To raise awareness, build community, improve care and find a cure for psp, cbd and msa.

Health
12
Marshall B Ketchum University

To educate caring, inspired health care professionals who are prepared to deliver collaborative, patient-centric health care in an interprofessional environment.

Education
How this is measured
The grantee most central to the portfolio’s shape is Boys & Girls Club of Southwest County; the most unlike its peers is National Multiple Sclerosis Society. 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

10 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. 10 of the 20 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.

0
Load-bearing (≥25% of a budget)
1
Early backer (in before they grew)
10/10
Grantees still filing
4/10
Grew since first funded

Where the money sits, by cause and then by grantee

CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION: $6,750 · EducationCALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUND…GREAT OAK PARENTS AND COMMUNITY FOR KIDS FOUNDATION: $800 · EducationGREAT OAK PARENTS AND COMMUNITY FOR KIDS FOUN…SWEETBEAU HORSES: $5,250 · AnimalsSWEETBEAU HORSESBOYS & GIRLS CLUB OF SOUTHWEST COUNTY: $1,500 · OtherBOYS & GIRLS CLUB OF SOUT…St John the Evangelist: $500 · OtherSt John the EvangelistSt Thomas Aquinas Church: $500 · OtherSt Thomas Aquinas ChurchRancho Damacitas Children Services: $300 · OtherRancho Damacitas Children…Barrington Middle School Best Buddies Program: $300 · OtherBarrington Middle School …NICKLAUS CHILDREN'S FOUNDATION: $250 · OtherNICKLAUS CHILDREN'S FOUND…ANIMAL FRIENDS OF THE VALLEYS INC: $250 · OtherANIMAL FRIENDS OF THE VAL…TUNNEL TO TOWERS T2T ORG: $250 · OtherTUNNEL TO TOWERS T2T ORGGIVESMART AP Receipt PC9e: $170 · Other+3 more: $303 · Other+3 moreCONCUSSION LEGACY FOUNDATION INC: $536 · HealthNATIONAL MULTIPLE SCLEROSIS SOCIETY: $250 · HealthOPERATION SMILE INC: $500 · InternationalPGA TOUR CHARITIES INC: $250 · Youth DevelopmentWOODSON CENTER: $250 · Community Improvement
Education$7,550Animals$5,250Other$4,323Health$786International$500Youth Development$250Community Improvement$250

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

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetCALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION: $6,750 over 3y, 0.0% of budgetSWEETBEAU HORSES: $5,250 over 4y, 1.0% of budgetBOYS & GIRLS CLUB OF SOUTHWEST COUNTY: $1,500 over 1y, 0.0% of budgetGREAT OAK PARENTS AND COMMUNITY FOR KIDS FOUNDATION: $800 over 2y, 0.1% of budgetCONCUSSION LEGACY FOUNDATION INC: $536 over 1y, 0.0% of budgetOPERATION SMILE INC: $500 over 1y, 0.0% of budgetPGA TOUR CHARITIES INC: $250 over 1y, 0.0% of budgetNATIONAL MULTIPLE SCLEROSIS SOCIETY: $250 over 1y, 0.0% of budgetWOODSON CENTER: $250 over 1y, 0.0% of budgetANIMAL FRIENDS OF THE VALLEYS INC: $250 over 1y, 0.0% 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.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

American Online Giving Foundation IncDE7.2× affinity4 shared granteesties to 1 of 1Hover any node to trace its alignments.Compare side by side →

Open a dossier: American Online Giving Foundation Inc · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

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

2024
’20’21’22’23’24’25
no gov · 20%0%1%3%5%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
    2get 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, 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.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Edward Trust?

    Find your warmest path to Edward 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 from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 20 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

    Play a game based on Edward’s filings →

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