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· 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 it funds
0193% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

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

Where the money goes

Grants by size, and the largest recipients.

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

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

98%of every dollar goes to organizations it has 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
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

  • MM
    MISSION MARSHALL INC
    9× · 2017–2025 · $45k · revenue +29%
  • MM
    Michelson Museum of Art
    9× · 2017–2025 · $45k · revenue +50%
  • 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
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
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

—
How this is measured
The grantee most central to the portfolio’s shape is Mission Marshall Inc; 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 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. 9 of the 35 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.

1
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
8/9
Grantees still filing
6/9
Grew since first funded

Where the money sits, by cause and then by grantee

EMPTY STOCKING FUND: $45,000 · OtherEMPTY STOCKING FUNDSOCIETY OF ST STEPHENS: $45,000 · OtherSOCIETY OF ST STEPHENSMARSHALL HARRISON CO LITERACY: $45,000 · OtherMARSHALL HARRISON CO LITERACYTRINITY EPISCOPAL SCHOOL: $45,000 · OtherTRINITY EPISCOPAL SCHOOLTRINITY EPISCOPAL CHURCH: $45,000 · OtherTRINITY EPISCOPAL CHURCHBOYS 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 grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0Mgrantee revenue →↑ funder's share of their budgetMISSION MARSHALL INC: $45,000 over 9y, 1.6% of budgetMichelson Museum of Art: $45,000 over 9y, 2.5% of budgetMarshall Education Foundation Inc: $45,000 over 9y, 6.7% 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
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.

  • Who funds MISSION MARSHALL INC ↗
  • Who funds Michelson Museum of Art ↗
  • Who funds Marshall Education Foundation 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 ↗

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.

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

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 H E and Ruby Pelz Tr 2 funds: left to right is the share of its income from government, bottom to top the share from H E and Ruby Pelz Tr 2. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%3%10%23%40%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
    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, 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 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 from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 35 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 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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