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Plinth

· Private foundation

H E and Ruby Pelz Tr 2

Its FY2025 filing reports that it accepted unsolicited grant applications.

$79k
Granted FY2025still arriving
22
Grants FY2025still arriving
1
States reached
$5k
Largest
01What you fund
0193% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20172025.

Education$196kReligion$105kArts & Culture$88kHuman Services$73kFood & Nutrition$50kHealth$45kYouth Development$43kCrime & Legal$13kOther$0
02FY2025 · 22 grants

Where the money goes

Your grants by size, and where they go.

$5,000
Median grant
1
States reached
$873k
Total assets
Largest grants
RecipientAmount
MARSHALL EDUCATION FOUNDATION$5,000
EMPTY STOCKING FUND$5,000
TEXAS STATE TECH COLLEGE FOUNDATION$5,000
MARSHALL HARRISON CO LITERACY$5,000
BOYS AND GIRLS CLUB$5,000
TRINITY EPISCOPAL CHURCH$5,000
TRINITY EPISCOPAL SCHOOL$5,000
SOCIETY OF ST STEPHENS$5,000
MICHELSON MUSEUM OF ART$5,000
MISSION MARSHALL$5,000
ETBU NURSING SCHOOL$5,000
HARRISON COUNT HISTORICAL MUSEUM$3,500
CASON WESTMORELAND FOUNDATION$3,000
COURT APPOINTED SPECIAL ADVOCATES$2,500
MARSHALL REGIONAL ARTS COUNCIL$2,500
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 (FY17–25) land where the poverty rate runs at 16%, against an area that typically sits at 15%. 99% of your dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 15%TRINITY EPISCOPAL SCHOOL: $5k → 16%TRINITY EPISCOPAL SCHOOL: $5k → 16%TRINITY EPISCOPAL SCHOOL: $5k → 16%TRINITY EPISCOPAL SCHOOL: $5k → 16%TWELVE WAY FOUNDATION: $5k → 16%TRINITY EPISCOPAL SCHOOL: $5k → 16%TWELVE WAY FOUNDATION: $5k → 16%TRINITY EPISCOPAL SCHOOL: $5k → 16%TWELVE WAY FOUNDATION: $5k → 16%TRINITY EPISCOPAL SCHOOL: $5k → 16%TRINITY EPISCOPAL SCHOOL: $5k → 16%TRINITY EPISCOPAL SCHOOL: $5k → 16%TWELVE WAY FOUNDATION: $5k → 16%BOYS AND GIRLS CLUB: $5k → 16%BOYS AND GIRLS CLUB: $5k → 16%EMPTY STOCKING FUND: $5k → 16%MICHELSON MUSEUM OF ART: $5k → 16%MARSHALL HARRISON CO LITERACY: $5k → 16%MICHELSON MUSEUM OF ART: $5k → 16%MARSHALL SERENITY CLUB: $5k → 16%MARSHALL HARRISON CO LITERACY: $5k → 16%EMPTY STOCKING FUND: $5k → 16%EMPTY STOCKING FUND: $5k → 16%EMPTY STOCKING FUND: $5k → 16%MARSHALL SERENITY CLUB: $5k → 16%MARSHALL HARRISON CO LITERACY: $5k → 16%MICHELSON MUSEUM OF ART: $5k → 16%EMPTY STOCKING FUND: $5k → 16%BOYS AND GIRLS CLUB: $5k → 16%MARSHALL HARRISON CO LITERACY: $5k → 16%MARSHALL HARRISON CO LITERACY: $5k → 16%MICHELSON MUSEUM OF ART: $5k → 16%MICHELSON MUSEUM OF ART: $5k → 16%EMPTY STOCKING FUND: $5k → 16%MICHELSON MUSEUM OF ART: $5k → 16%MARSHALL HARRISON CO LITERACY: $5k → 16%MICHELSON MUSEUM OF ART: $5k → 16%MARSHALL HARRISON CO LITERACY: $5k → 16%EMPTY STOCKING FUND: $5k → 16%BOYS AND GIRLS CLUB: $5k → 16%MARSHALL SERENITY CLUB: $5k → 16%BOYS AND GIRLS CLUB: $5k → 16%BOYS AND GIRLS CLUB: $5k → 16%MARSHALL HARRISON CO LITERACY: $5k → 16%MARSHALL HARRISON CO LITERACY: $5k → 16%BOYS AND GIRLS CLUB: $5k → 16%MICHELSON MUSEUM OF ART: $5k → 16%MICHELSON MUSEUM OF ART: $5k → 16%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.

98%of every dollar goes to organizations you’ve funded before.
$634k · 25 repeat orgs$11k to everyone else

25 repeat relationships — 21 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

25
9

Total granted

$634k
$10k

Still filing today

32%
0%

New vs renewed · share of each year

In FY2025, 99% of grant dollars renewed an existing relationship; $1k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

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

’17’18’19’20’21’22’23’24’25
Arts & CultureEducationFood & NutritionHealthCivil RightsRecreation & SportsOther

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

  • MM
    Michelson Museum of Art
    9× · 2017–2025 · $45k · revenue +50%
  • MM
    MISSION MARSHALL INC
    9× · 2017–2025 · $45k · revenue +29%
  • TF
    TWELVE-WAY FOUNDATION INC
    4× · 2017–2020 · $20k · revenue +44%

Funded once

  • CH
    COMMUNITY HEALTH CORP
    one grant, 2017 · $3k
  • FU
    FIRST UNITED METHODIST CHURCH
    one grant, 2017 · $3k
  • IG
    Individual grant recipient
    one grant, 2017 · $2k

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
Marshall Foundation
Philanthropy
2
Marshall County Nonprofit Partnership Foundation
3
Carl & Marilynn Thoma Foundation
Philanthropy
4
Massie Memorial Foundation

The purpose of the Foundation is to help in the education and training of young people in the West Texas area by providing support through scholarships and grants to worthy organizations and programs.

5
Denison Arts Council

To promote tourism awareness in the city of denison, texas.

Human Services
6
Massey Foundation

To provide resources to those in need in rual county, texas.to promote forums and studies in the areas of art, music,literary appreciation, history, political science and philosophy.

Philanthropy
7
Texas Prairieland Foundation
Philanthropy
8
Texas Flying Legends Museum
9
Downtown Mansfield Inc

To support historic downtown

Arts & Culture
10
Mabank Isd Education Foundation

The Mabank ISD Educational Foundation awarded teaching grants to Mabank ISD teachers and professional staff for the purpose of enhancing the educational process of Mabank ISD and its students.

Education
11
The Sherman Museum

Preservation and education of history and historical items of interest for the citizens and visitors of sherman, tx.

Arts & Culture
12
Mariposa Museum & History Center Inc

Preservation and education of the history of mariposa county

For reference, the grantee most central to the portfolio’s shape is Mission Marshall Inc and the most unlike its peers is Cason Westmoreland Foundation. 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

9 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. 9 of the 35 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.

1
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
8/9
Grantees still filing
5/9
Grew since you first funded

Where your money sits — by cause, then by grantee

TRINITY EPISCOPAL CHURCH — $45,000 · OtherTRINITY EPISCOPAL CHURCHMARSHALL HARRISON CO LITERACY — $45,000 · OtherMARSHALL HARRISON CO LITERACYSOCIETY OF ST STEPHENS — $45,000 · OtherSOCIETY OF ST STEPHENSTRINITY EPISCOPAL SCHOOL — $45,000 · OtherTRINITY EPISCOPAL SCHOOLEMPTY STOCKING FUND — $45,000 · OtherEMPTY STOCKING FUNDBOYS AND GIRLS CLUB — $42,500 · OtherBOYS AND GIRLS CLUBTEXAS STATE TECH COLLEGE FOUNDATION — $37,000 · OtherTEXAS STATE TECH COLLEGE FOUNDATIONETBU NURSING SCHOOL — $22,500 · OtherMARSHALL SERENITY CLUB — $20,000 · OtherMARSHALL PREGNANCY RESOURCE CENTER — $19,500 · OtherHARRISON COUNT HISTORICAL MUSEUM — $17,500 · OtherIndividual grant recipient — $14,500 · Other+14 more — $35,050 · Other+14 moreMichelson Museum of Art — $45,000 · Arts & CultureMichelson Mu…Marshall Regional Arts Council — $20,500 · Arts & CultureMarshall Reg…Marshall Depot Inc — $5,000 · Arts & CultureMarshall Dep…Marshall Education Foundation Inc — $45,000 · EducationMarshall …Cason Westmoreland Foundation — $11,500 · EducationCason Wes…MISSION MARSHALL INC — $45,000 · Food & NutritionTWELVE-WAY FOUNDATION INC — $20,000 · HealthCASA OF GRAYSON COUNTY INC — $12,500 · Civil RightsWINDRIDGE THERAPEUTIC EQUESTRIAN CENTER OF EAST TEXAS INC — $7,000 · Recreation & Sports
Other$433,550Arts & Culture$70,500Education$56,500Food & Nutrition$45,000Health$20,000Civil Rights$12,500Recreation & Sports$7,000

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

25%50%75%100%$100k$1.0Mgrantee revenue →↑ your share of their budgetMichelson Museum of Art — $45,000 over 9y, 2.5% of budgetMarshall Education Foundation Inc — $45,000 over 9y, 6.7% of budgetMISSION MARSHALL INC — $45,000 over 9y, 1.6% of budgetMarshall Regional Arts Council — $20,500 over 8y, 7.9% of budgetTWELVE-WAY FOUNDATION INC — $20,000 over 4y, 2.4% of budgetCASA OF GRAYSON COUNTY INC — $12,500 over 5y, 0.5% of budgetCason Westmoreland Foundation — $11,500 over 4y, 34% of budgetWINDRIDGE THERAPEUTIC EQUESTRIAN CENTER OF EAST TEXAS INC — $7,000 over 4y, 0.7% of budgetMarshall Depot Inc — $5,000 over 5y, 2.3% 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.

  • Who funds Michelson Museum of Art
  • Who funds Marshall Education Foundation Inc
  • Who funds MISSION MARSHALL INC
  • Who funds Marshall Regional Arts Council
  • Who funds TWELVE-WAY FOUNDATION INC
  • Who funds CASA OF GRAYSON COUNTY INC
  • Who funds Cason Westmoreland Foundation
  • Who funds WINDRIDGE THERAPEUTIC EQUESTRIAN CENTER OF EAST TEXAS INC
  • Who funds Marshall Depot Inc

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.

The Turney FoundationTX15.8× affinity5 shared granteesties to 3 of 3Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Turney Foundation · Richard M and Christina Cocek Anderson Foundation · Natl Christian Charitable Fdn Inc · Amazonsmile 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 H E and Ruby Pelz Tr 2 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%3%10%23%40%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
    5report 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 H E and Ruby Pelz Tr 2?

    Find your warmest path to H E and Ruby Pelz Tr 2 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 35 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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