How much did Helfrich Family Fund grant in FY2024?

A cause breakdown isn’t shown here: 78% of Helfrich Family Fund’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.

02beneath the categories

Past the labels — and the year it shifted

Beneath the NTEE codes, this is what the grant descriptions actually say.

…and in their own words, year by year

2018

education

2019

—

2020

childfood

2021

child

2022

—

2024

promotingaccesseducational focuseddramatic arts

Words distinctive to each year’s grant purposes (TF-IDF) · event-driven terms in cyan.

03FY2024 · 9 grants

Where the money goes

Your grants by size, and where they go.

$400

Median grant

States reached

Total assets

Largest grants

Ideastream Public Media$2,500
Magical Theatre Co$1,000
Southern Poverty Law Center$500
Reproductive Freedom for All Founda$500
American Library Association$400
Creative Cauldron$300
Round House Theatre$300
Signature Theatre$250
ProPublica$153

02The need

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:

Your human-services grants (FY20–21, $625) land where the poverty rate runs at 6% — the area typically sits at 11%. 0% of those dollars reach neighborhoods with above-average need. Your grants skew toward lower-need ZIPs.

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 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.

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.

59%of every dollar goes to organizations you’ve funded before.

$13k · 9 repeat orgs$9k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +61% since the first grant, against +33% for the ones you funded once.

9 repeat relationships — 0 still active in FY2024, 9 since wound down; 9 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

Total granted

$13k

$3k

Median revenue growth · since first grant

+61%

+33%

Still filing today

33%

43%

New vs renewed · share of each year

In FY2024, 0% of grant dollars renewed an existing relationship; $6k went to new ones.

RenewedFirst-time

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

Arts & CultureEducationEnvironmentCivil RightsCrime & LegalHuman ServicesOther

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

FF
FOOD FOR OTHERS
2× · 2020–2021 · $625 · revenue +85%
CM
CLEVELAND MUSEUM OF ART
2× · 2019–2021 · $575 · revenue +61%
MT
MAGICAL THEATRE COMPANY
2× · 2017–2020 · $300 · revenue +16%

Funded once

CO
CHURCH ON SILVER LAKE
one grant, 2020 · $600
UNION THEOLOGICAL SEMINARYgraduated
one grant, 2018 · $500 · revenue +103%
3
350ORG
one grant, 2017 · $500 · revenue +2%

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.

The Contemporary Theatre of Ohio

The mission of the contemporary theatre of ohio is to harness the transformational power of theatre for the current moment to inspire empathy in our community. we are responsive to community needs by producing productions for adults and…

Arts & Culture

Marin Theatre Company

Marin theatre company produces world-class theatre for the county of marin and bay area communities. mtc strives to set a national standard for intimate theatre experiences of the highest quality, featuring provocative plays by passionate…

Arts & Culture

The Rogue Theatre

To create the highest quality theatre possible, challenging, stretching and invigorating our community. we emphasize language, ensemble and challenging ideas.

Arts & Culture

Second Thought Theatre

Second Thought Theatre provides an intimate and unique theatrical experience by empowering top local artists to take risks and by showcasing writers who boldly tackle the difficult and demanding questions of our rapidly changing world.

Arts & Culture

United States Institute for Theatre

To actively connect performing arts design and technology communities to ensure a vibrant dialog among practitioners, educators, and students.

Arts & Culture

Apollo Theater Foundation Inc

The apollo theater is a commissioner and presenter; catalyst for new artists, audiences, and creative workforce; and partner in the projection of the african american narrative and its role in the development of american and global culture.

Arts & Culture

The Children's Theatre of Cincinnati

The mission of The Children's Theatre of Cincinnati (TCT) is to educate, entertain and engage audiences of all ages through professional theatrical productions and arts education programming. Our vision is to awaken a lifelong love of…

Arts & Culture

Catastrophic Theatre Inc

Ensemble-based theatre company creating a meaningful exchange between artists and audiences.

Arts & Culture

Ten Thousand Things Theater

Ten Thousand Things awakens the creative spirit of audiences and artists by bringing essential and exceptional theater to people from all backgrounds and life experiences.

Arts & Culture

Arizona Theatre Company

ATC's mission is to create world-class theatre about what it means to be alive today - inspiring curiosity and creativity, sparking empathy and joy - bringing all Arizonans together.

Arts & Culture

Ford's Theatre Society

Ford's theatre explores the legacy of president abraham lincoln and celebrates the american experience through theatre and education.

Arts & Culture

Shattered Globe Theatre

Engaging audiences in dynamic re-imaginings of classic works, as well as premiere productions that celebrate new voices and innovative viewpoints.

Arts & Culture

For reference, the grantee most central to the portfolio’s shape is Round House Theatre Inc and the most unlike its peers is Cleveland Museum of Art. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

05the grantee network

11 grantees, every filing reconciled, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.

Load-bearing (≥25% of a budget)

Early backer (in before they grew)

11/11

Grantees still filing

11/11

Grew since you first funded

Where your money sits — by cause, then by grantee

Other$16,953Arts & Culture$1,725Education$900Human Services$625Environment$500Civil Rights$500Crime & Legal$500

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

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.

Morgan Stanley Global Impact Funding Trust IncIN9.3× affinity4 shared granteesties to 7 of 7Hover any node to trace its alignments.Compare side by side →

Open a dossier: Morgan Stanley Global Impact Funding Trust Inc · Vanguard Charitable Endowment Program · Network for Good · The Bank of America Charitable Foundation Inc · Donor Advised Charitable Giving Inc · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · 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 organisation Helfrich Family Fund 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, a single department, or state — and drag the year to watch it move.

2024

’20’21’22’23’24

no gov moneyreceives it· size = income

2get no government money at all

0rely on government for over half their income

⤢ axis zoomed · 0–40%

typical government reliance, FY20–24

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.

05Through Plinth

Through Plinth

Your grantmaking, live and operational

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: THE SANDERS INSTITUTE.

Agentic due diligence · confidence × risk

Financial management

medium risk

~4 months of operating runway; revenue grew over 8 filed years.

Track record & reputation

low risk

8 years of Form 990 filings, still active.

Legal standing

low risk

US 501(c)(3); EIN 813250230 on file with current IRS Form 990 filings.

Governance

Live in Plinth

Board composition & governance documents — verified live in Plinth from the applicant.

Compliance & sanctions

Live in Plinth

OFAC / UN sanctions screening — run live in Plinth at assessment.

Program capacity

Live in Plinth

Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.

Live · Plinth’s real DD engine

Run the actual assessment on THE SANDERS INSTITUTE, 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

WatchFinancial stability— Roughly 4 months of cash on hand.
On trackSustained operations— Filing through 2024; revenue grew over the period.
On trackReliance on your funding— Your grants peaked at 0% of their budget — diversified.
Awaiting reportEvidence of delivery— Plinth collects the grantee's own monitoring reports post-award.

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.

Agentic due diligenceMonitoring dashboardsCustom board reportsEligibility routing

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

How do I get to Helfrich Family Fund?

Find your warmest path to Helfrich Family Fund 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.

Helfrich Family Fund

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

11 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to Helfrich Family Fund?

More from the funding graph

Helfrich Family Fund

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

11 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to Helfrich Family Fund?

More from the funding graph