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Oklahoma · Private foundation

Herman P and Sophia Taubman Foundation %Bank of Oklahoma Private Wealth

Its FY2024 filing reports that it accepted unsolicited grant applications.

$1.1M
Granted FY2024(still arriving)
10
Grants FY2024
13
Organizations funded FY2023
38%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$125,000
Largest grant, FY2024
$250,000
Organizations funded a year
12 to 15
FY2019 to FY2023
States reached, FY2024
4
Total assets, FY2024
$902k
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 38% of the organizations Herman P and Sophia Taubman Foundation %Bank of Oklahoma Private Wealth funded were first-time grantees, receiving 49% of its grant dollars.

New vs renewed · share of each year

In FY2023, 51% of grant dollars renewed an existing relationship; $1.0M went to new ones.

50%100%’20’21’22’23
RenewedFirst-time

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

’20’21’22’23
InternationalEducationArts & CultureCrime & LegalPublic BenefitHealthOther
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.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving9$1.1M22%
FY202313$2.1M38%
FY202212$1.4M50%
FY202115$2.2M13%
FY202013$1.3M15%
FY201913$1.5Mn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2024.

Education$4.0MHuman Services$921kEnvironment$750kHealth$732kInternational$600kReligion$575kPublic Benefit$515kCivil Rights$435kOther$0

Top grantees

Largest recipients by total granted, FY2019 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Uc San Diego Foundation$1,565,00050%
Spelman College$1,375,00060%
Urban Forest Carbon Registry$750,000627%
New Seed Foundation$650,000573%
American Friends of Magen David Adom$500,00011%
Social Justice Film Institute$435,000396%
Publicsquare Inc$375,000394%
Ecothrive Housing$375,0003100%
Santa Barbara Hillel$290,000316%
Washington Innocence Project$238,000215%
Show all 20 grantees
All grantees of Herman P and Sophia Taubman Foundation %Bank of Oklahoma Private Wealth by total granted
GranteeTotal grantedYearsShare of their budget
Uc San Diego Foundation$1,565,00050%
Spelman College$1,375,00060%
Urban Forest Carbon Registry$750,000627%
New Seed Foundation$650,000573%
American Friends of Magen David Adom$500,00011%
Social Justice Film Institute$435,000396%
Publicsquare Inc$375,000394%
Ecothrive Housing$375,0003100%
Santa Barbara Hillel$290,000316%
Washington Innocence Project$238,000215%
Pro Forum$225,000327%
Israel Guide Dog Center for the Blind$222,10051%
Villages of San Mateo County$110,000315%
The American Jewish Joint Distribution Committee Inc$100,00010%
Postpartum Health Alliance$50,000142%
Kitchens for Good$50,00011%
Pando Populus Inc$30,00018%
Congregation Beth El$9,0003n/a
Lawrence Family Jewish Community Centers of San Diego County$9,00030%
Wilshire Boulevard Temple$2,0001n/a

What it could do for these grantees

Plus 10 recipients with no EIN on record ($2.2M), not named here.

Where it is load-bearing

Herman P and Sophia Taubman Foundation %Bank of Oklahoma Private Wealth supplied at least a quarter of the budget for 7 of its grantees at some point. The chart plots its 18 largest grantees; load-bearing ones sit top left.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetUc San Diego Foundation: $1,565,000 over 5y, 0.2% of budgetSpelman College: $1,375,000 over 6y, 0.2% of budgetUrban Forest Carbon Registry: $750,000 over 6y, 27% of budgetNew Seed Foundation: $650,000 over 5y, 73% of budgetAmerican Friends of Magen David Adom: $500,000 over 1y, 0.8% of budgetSocial Justice Film Institute: $435,000 over 3y, 96% of budgetPublicsquare Inc: $375,000 over 3y, 94% of budgetEcothrive Housing: $375,000 over 3y, 100% of budgetSanta Barbara Hillel: $290,000 over 3y, 16% of budgetWashington Innocence Project: $238,000 over 2y, 15% of budgetPro Forum: $225,000 over 3y, 27% of budgetIsrael Guide Dog Center for the Blind: $222,100 over 5y, 1.5% of budgetVillages of San Mateo County: $110,000 over 3y, 15% of budgetThe American Jewish Joint Distribution Committee Inc: $100,000 over 1y, 0.0% of budgetPostpartum Health Alliance: $50,000 over 1y, 42% of budgetKitchens for Good: $50,000 over 1y, 1.1% of budgetPando Populus Inc: $30,000 over 1y, 7.9% of budgetLawrence Family Jewish Community Centers of San Diego County: $9,000 over 3y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 18.

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.

Morgan Stanley Global Impact Funding Trust IncIN7.4× affinity4 shared granteesties to 4 of 4Hover any node to trace its alignments.Compare side by side →

Open a dossier: Morgan Stanley Global Impact Funding Trust Inc · Donor Advised Charitable Giving Inc · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · 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.

Compare Herman P and Sophia Taubman Foundation %Bank of Oklahoma Private Wealth with peer funders

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How do I get to Herman P and Sophia Taubman Foundation %Bank of Oklahoma Private Wealth?

Find your warmest path to Herman P and Sophia Taubman Foundation %Bank of Oklahoma Private Wealth 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.

About Herman P and Sophia Taubman Foundation %Bank of Oklahoma Private Wealth

How much does Herman P and Sophia Taubman Foundation %Bank of Oklahoma Private Wealth give?
Herman P and Sophia Taubman Foundation %Bank of Oklahoma Private Wealth reported 10 grants totaling $1,096,000 in its FY2024 IRS filing. It funded between 12 and 15 organizations a year over FY2019 to FY2023.
What does Herman P and Sophia Taubman Foundation %Bank of Oklahoma Private Wealth fund?
By grant dollars over FY2019 to FY2024, its largest causes are Education (41%), Human Services (10%), Environment (8%).
Who are Herman P and Sophia Taubman Foundation %Bank of Oklahoma Private Wealth's largest grantees?
By total granted over FY2019 to FY2024: Uc San Diego Foundation ($1.6M), Spelman College ($1.4M), Urban Forest Carbon Registry ($750k).
Does Herman P and Sophia Taubman Foundation %Bank of Oklahoma Private Wealth fund new organizations?
In FY2023, 38% of the organizations it funded were first-time grantees.
Does Herman P and Sophia Taubman Foundation %Bank of Oklahoma Private Wealth accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as Herman P and Sophia Taubman Foundation %Bank of Oklahoma Private Wealth?
Its strongest co-funders, measured against what their size predicts, include Morgan Stanley Global Impact Funding Trust Inc, Donor Advised Charitable Giving Inc, American Online Giving Foundation Inc.
Where is Herman P and Sophia Taubman Foundation %Bank of Oklahoma Private Wealth based?
Herman P and Sophia Taubman Foundation %Bank of Oklahoma Private Wealth is based in OK.

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 32 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

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