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

· 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 FY2024still arriving
10
Grants FY2024still arriving
4
States reached
$250k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
01100% 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
02FY2024 · 10 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • $10k–50k3 grants · $62k
  • $50k–250k6 grants · $784k
  • $250k+1 grant · $250k
$125,000
Median grant
4
States reached
$902k
Total assets
Largest grants
RecipientAmount
Spelman College$250,000
UC San Diego Foundation$170,000
Social Justice Film Institute$145,000
City Forest Credits$125,000
Individual grant recipient$125,000
Washington Innocence Project$119,000
New Seed Foundation$100,000
Pando Populus Inc$30,000
Sinai Temple$22,000
Jewish Federation of Greater Dallas$10,000
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:

Its human-services grants (FY19–23, $222k) land where the poverty rate runs at 6%, against an area that typically sits at 10%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 10%Israel Guide Dog Center for the Blind: $50k → 6%Israel Guide Dog Center for the Blind: $47k → 6%Israel Guide Dog Center for the Blind: $46k → 6%Israel Guide Dog Center for the Blind: $44k → 6%Israel Guide Dog Center for the Blind: $36k → 6%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.

76%of every dollar goes to organizations it has funded before.
$7.3M · 17 repeat orgs$2.3M to everyone else

17 repeat relationships: 7 still active in FY2024, 10 since wound down; 2 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

17
11

Total granted

$7.3M
$2.3M

Median revenue growth · since first grant

+27%
+79%

Still filing today

71%
36%

New vs renewed · share of each year

In FY2024, 95% of grant dollars renewed an existing relationship; $52k went to new ones.

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

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

’19’20’21’22’23’24
EducationEnvironmentInternationalHousing & ShelterPhilanthropyHuman ServicesOther
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

  • US
    UC SAN DIEGO FOUNDATION
    5× · 2020–2024 · $1.6M · revenue +61%
  • SC
    Spelman College
    6× · 2019–2024 · $1.4M · revenue +27%
  • UF
    URBAN FOREST CARBON REGISTRY
    6× · 2019–2024 · $750k · revenue +251% · 27% of their budget

Funded once

  • UF
    UCI FoundationCDT
    one grant, 2019 · $650k
  • AF
    AMERICAN FRIENDS OF MAGEN DAVID ADOMgraduated
    one grant, 2021 · $500k · revenue +117%
  • FO
    Friends of Magen David Adom
    one grant, 2023 · $400k
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
Jewish Film Institute

The Jewish Film Institute champions bold films and filmmakers that expand and evolve the Jewish story for audiences everywhere. Through its exhibition and artist development programs, JFI celebrates the spirit of film, inquiry,…

Arts & Culture
2
San Diego Jewish Academy

San Diego Jewish Academy empowers each student to learn for life, guided by Jewish values and rooted in strength of community.

Education
3
Jobs with Justice San Francisco

A long-term, strategic alliance of labor, community, faith-based, and student organizations working together to build greater economic power for workers and community members through employee rights at work and access to good jobs,…

Employment
4
Jewish Federation of Ventura County

To fund Jewish educational and cultural activities, to provide economic relief and non sectarian social services and fight Antisemitism and BDS wherever encountered. Support for the State of Israel.

Philanthropy
5
University of Southern California Hillel Foundation

To create an informed, celebratory and satisfying jewish community for students at the university of southern california, to deepen jewish identity through social, intellectual and spiritual participation, to offer diversified…

—
6
Institute for Jewish & Community Research Dba Bechol Lashon

The Institute is an independent non-profit that is devoted to contemporary American Jewish life. It is dedicated to raising awareness about the ethnic, racial and cultural diversity of global Jewish identity and experience.

Social Science
7
Jewish Federation of San Diego County

Jewish federation of san diego county is dedicated to building a vibrant, caring, connected, and enduring jewish community.

—
8
Work on Climate

Supporting industry transformation towards climate-positive and make green careers transitions and driving the adoption of green workforce development practices broadly.

Environment
9
Israel 21c

Through its news service and public programs, Israel 21c educates individuals and groups about comtemporary life in Israel providing news and information on the people of Israel, its culture and business and scientific achievements.

Education
10
The Shalom Hartman Institute of North America

The shalom hartman institute (shi) is a leading research and educational center serving israel and world jewry. we work to enrich the moral and spiritual life of israel and the jewish people, deepen the commitment to pluralism and israel's…

International
11
Jumpstart Labs Inc Dba Jewish Jumpstart Jslabs

To develop, strengthen, and learn from nonprofit, philanthropic, public, as well as other projects, organizations, and networks that benefit society by advancing civic engagement, community-building, culture, education, religion, service,…

—
12
Sf Partnership

SF Partnership is an organization comprised of SF's leading employers dedicated to supporting an equitable, resilient, and vibrant economy shared by all people working and living in San Francisco. Through education, advocacy, and research,…

—
How this is measured
The grantee most central to the portfolio’s shape is Uc San Diego Foundation; the most unlike its peers is New Seed 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

20 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. 20 of the 32 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.

7
Load-bearing (≥25% of a budget)
6
Early backer (in before they grew)
19/20
Grantees still filing
13/20
Grew since first funded

Where the money sits, by cause and then by grantee

UCI FoundationCDT: $650,000 · OtherUCI FoundationCDTNEW SEED FOUNDATION: $650,000 · OtherNEW SEED FOUNDATIONFriends of Magen David Adom: $400,000 · OtherFriends of Magen David AdomIndividual grant recipient: $375,000 · OtherIndividual grant recipientPUBLICSQUARE INC: $375,000 · OtherPUBLICSQUARE INCPunta Mita Hospital Foundation: $357,000 · OtherPunta Mita Hospital FoundationSeed Foundation: $240,000 · OtherSeed FoundationPRO FORUM: $225,000 · OtherPRO FORUMWASHINGTON INNOCENCE PROJECT: $238,000 · OtherWASHINGTON INNOCENCE PROJECTISRAEL GUIDE DOG CENTER FOR THE BLIND: $222,100 · OtherISRAEL GUIDE DOG CENTER FOR THE BLIND+11 more: $412,000 · Other+11 moreUC SAN DIEGO FOUNDATION: $1,565,000 · EducationUC SAN DIEGO FOUNDATIONSpelman College: $1,375,000 · EducationSpelman College+1 more: $48,390 · EducationURBAN FOREST CARBON REGISTRY: $750,000 · EnvironmentURBAN FOR…Pando Populus Inc: $30,000 · EnvironmentAMERICAN FRIENDS OF MAGEN DAVID ADOM: $500,000 · InternationalThe American Jewish Joint Distribution Committee Inc: $100,000 · InternationalSOCIAL JUSTICE FILM INSTITUTE: $435,000 · Arts & CultureEcothrive Housing: $375,000 · Housing & ShelterSanta Barbara Hillel: $290,000 · PhilanthropyJEWISH FEDERATION OF GREATER DALLAS: $60,000 · Philanthropy
Other$4,144,100Education$2,988,390Environment$780,000International$600,000Arts & Culture$435,000Housing & Shelter$375,000Philanthropy$350,000

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 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 budgetJEWISH FEDERATION OF GREATER DALLAS: $60,000 over 6y, 0.1% of budgetPostpartum Health Alliance: $50,000 over 1y, 42% of budgetKITCHENS FOR GOOD: $50,000 over 1y, 1.1% of budgetTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: $48,390 over 2y, 0.0% 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
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 UC SAN DIEGO FOUNDATION ↗
  • Who funds Spelman College ↗
  • Who funds URBAN FOREST CARBON REGISTRY ↗
  • Who funds NEW SEED FOUNDATION ↗
  • Who funds AMERICAN FRIENDS OF MAGEN DAVID ADOM ↗
  • Who funds SOCIAL JUSTICE FILM INSTITUTE ↗
  • Who funds PUBLICSQUARE INC ↗
  • Who funds Ecothrive Housing ↗
  • Who funds Santa Barbara Hillel ↗
  • Who funds WASHINGTON INNOCENCE PROJECT ↗
  • Who funds PRO FORUM ↗
  • Who funds ISRAEL GUIDE DOG CENTER FOR THE BLIND ↗
  • Who funds VILLAGES OF SAN MATEO COUNTY ↗
  • Who funds The American Jewish Joint Distribution Committee Inc ↗
  • Who funds JEWISH FEDERATION OF GREATER DALLAS ↗
  • Who funds Postpartum Health Alliance ↗
  • Who funds KITCHENS FOR GOOD ↗
  • Who funds THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY ↗
  • Who funds Pando Populus Inc ↗
  • Who funds LAWRENCE FAMILY JEWISH COMMUNITY CENTERS OF SAN DIEGO COUNTY ↗

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…Donor Advised Charita…American Online Givin…Fidelity Investments …Amazonsmile Foundation
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.

How much its grantees rely on government

Each dot is one organization Herman P and Sophia Taubman Foundation %Bank of Oklahoma Private Wealth funds: left to right is the share of its income from government, bottom to top the share from Herman P and Sophia Taubman Foundation %Bank of Oklahoma Private Wealth. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%6%25%56%100%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →
    no gov moneyreceives it· size = income
    1get no government money at all
    4report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    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 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.

    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

    Play a game based on Herman P and Sophia Taubman Foundation %Bank of Oklahoma Private Wealth’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
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    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home