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Jacobsen Charles and Virginia Charitable Trust David Sexton Trustee at a glance

· Private foundation

Jacobsen Charles and Virginia Charitable Trust David Sexton Trustee

Its FY2025 filing reports that it accepted unsolicited grant applications.

$410k
Granted FY2024still arriving
8
Grants FY2024still arriving
1
States reached
$80k
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, FY2020 to 2024.

Education$495kHealth$465kHuman Services$205kHousing & Shelter$150kEnvironment$125kPhilanthropy$53kArts & Culture$50kPublic Benefit$15k
02FY2024 · 8 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • $10k–50k3 grants · $90k
  • $50k–250k5 grants · $320k
$50,000
Median grant
1
States reached
$73k
Total assets
Largest grants
RecipientAmount
THE SHELTER FOR ABUSED WOMEN & CHILDREN$80,000
THE IMMOKALEE FOUNDATION$80,000
AVOW FOUNDATION$60,000
ST MATTHEW'S HOUSE$50,000
CHAMPIONS FOR LEARNING$50,000
THE CONSERVANCY OF SOUTHWEST FLORIDA$30,000
NEIGBORHOOD HEALTH CLINIC$30,000
EASTERSEALS FLORIDA$30,000
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 (FY20–24, $200k) land where the poverty rate runs at 10%, against an area that typically sits at 11%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 11%NEW HORIZONS OF SOUTHWEST FLORIDA INC: $20k → 10%THE SHELTER FOR ABUSED WOMEN & CHILDREN: $80k → 10%THE SHELTER FOR ABUSED WOMEN & CHILDREN: $30k → 10%THE SHELTER FOR ABUSED WOMEN & CHILDREN: $25k → 10%THE SHELTER FOR ABUSED WOMEN & CHILDREN: $25k → 10%THE SHELTER FOR ABUSED WOMEN & CHILDREN: $20k → 10%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.

86%of every dollar goes to organizations it has funded before.
$1.3M · 10 repeat orgs$205k to everyone else

Grantees it renews have grown median revenue +67% since the first grant, against +26% for those funded once.

10 repeat relationships: 8 still active in FY2024, 2 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

10
10

Total granted

$1.3M
$205k

Median revenue growth · since first grant

+67%
+26%

Still filing today

80%
40%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

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

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

’20’21’22’23’24
HealthHuman ServicesPhilanthropyHousing & ShelterOther
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

  • TI
    THE IMMOKALEE FOUNDATION INC
    5× · 2020–2024 · $255k · revenue +67%
  • THE SHELTER FOR ABUSED WOMEN & CHILDREN INC
    5× · 2020–2024 · $180k · revenue +65%
  • AF
    Avow Foundation Inc
    4× · 2021–2024 · $165k · revenue +23%

Funded once

  • CH
    CHS HEALTH CARE FOUNDTION INC
    one grant, 2021 · $35k
  • FG
    FLORIDA GULF COAST UNIVERSITY
    one grant, 2023 · $30k
  • CC
    COLLIER COUNTY LIBRARY
    one grant, 2023 · $30k
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
Florida Community Health Centers Inc

Florida community health centers, inc. (fchc) is a federally qualified health center serving medically needy populations in south florida, with an emphasis on serving rural and farm worker communities.

—
2
Orlando Health Inc

Orlando health is a trusted leader inspiring hope through the advancement of health. our mission as a community-owned organization is to improve the health and quality of life of the individuals and communities we serve.

Health
3
University of Florida Health Corporation

UF Health's mission is to promote health through outstanding and high-quality patient care, innovative and rigorous education in the health professions and biomedical sciences, and high-impact research across the spectrum of basic,…

—
4
Suncoast Center Inc

For 80 years, suncoast center, inc. has held true to its mission of "strengthening, protecting, and restoring lives for a healthy community" by providing a comprehensive range of evidence-based services that address emotional wellness,…

Health
5
Banner -University Medical Group

Assist banner health complete its mission to make health care easier so life can be better by providing integrated & coordinated care & population health management.

Health
6
The Florida Center for Early Childhood Inc

The florida center supports the healthy development of young children, specializing in those with delays, disabilities or mental health challenges. our mission- "to help build and foster strong families and expand the potential of young…

Human Services
7
Children's Case Management Organization Inc D/B/a Families First of Pb County

Families first of palm beach county, through innovative programs, promotes generational change by addressing families emotional, physical, and social well-being.

Environment
8
Doctors Hospital Inc

As part of the baptist health network, the mission of doctors hospital, inc. is to improve the health and well-being of individuals, and to promote the sanctity and preservation of life, in the communities we serve. baptist health is a…

Health
9
Society for the Prevention of Cruelty to Animals Tampa Bay Florida Inc

Spca tampa bay is a 501(c)(3) nonprofit organization that operates pinellas county's only nonprofit for-all animal shelter assisting all animals in need, regardless of species or circumstance, at its 10-acre campus in largo. (continued on…

Animals
10
Pediatric Specialty Group Inc

Pediatric specialty group, inc. (d/b/a nicklaus children's pediatric specialists ("ncps")) is a physician-directed, multi-specialty pediatric group with a regional, national, and international presence in providing pediatric-centric care…

—
11
Florida Association of Community Health Centers Inc

The mission of the florida association of community health centers, inc. is to advance florida's community health centers through resource development, partnerships, technical assistance, and increased community awareness.

Health
12
Variety Children's Hospital

To inspire hope and promote lifelong health by providing the best care to every child.

Health
How this is measured
The grantee most central to the portfolio’s shape is The Shelter for Abused Women & Children Inc; the most unlike its peers is American Heart Association Inc. 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

13 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. 13 of the 21 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.

0
Load-bearing (≥25% of a budget)
0
Early backer (in before they grew)
13/13
Grantees still filing
11/13
Grew since first funded

Where the money sits, by cause and then by grantee

CHAMPIONS FOR LEARNING: $150,000 · OtherCHAMPIONS FOR LEARNINGTHE CONSERVANCY OF SOUTHWEST FLORIDA: $125,000 · OtherTHE CONSERVANCY OF SOUTHWEST FLORIDACOLLIER COMMUNITY FOUNDATION INC: $52,500 · OtherCOLLIER COMMUNITY FOUNDATION INCCHS HEALTH CARE FOUNDTION INC: $35,000 · OtherCHS HEALTH CARE FOUNDTION INCFLORIDA GULF COAST UNIVERSITY: $30,000 · OtherFLORIDA GULF COAST UNIVERSITYWGCU: $30,000 · OtherWGCUCOLLIER COUNTY LIBRARY: $30,000 · OtherCOLLIER COUNTY LIBRARYNAPLES HIGH SCHOOL MEDIA DEPARTMENT: $20,000 · Other+4 more: $50,000 · Other+4 moreAvow Foundation Inc: $165,000 · HealthAvow Foundation IncAmerican Heart Association Inc: $125,000 · HealthAmerican Heart Association IncNEIGHBORHOOD HEALTH CLINIC INC: $60,000 · HealthNEIGHBORHOOD HEALTH CLINIC INCEASTER SEALS FLORIDA INC: $60,000 · HealthEASTER SEALS FLORIDA INCPLANNED PARENTHOOD FEDERATION OF AMERICA INC: $20,000 · HealthTHE IMMOKALEE FOUNDATION INC: $255,000 · PhilanthropyTHE IMMOKALEE FOUN…THE SHELTER FOR ABUSED WOMEN & CHILDREN INC: $180,000 · Human ServicesTHE SHELTER FO…NEW HORIZONS OF SOUTHWEST FLORIDA INC: $20,000 · Human ServicesNEW HORIZONS O…ST MATTHEWS HOUSE INC: $150,000 · Housing & ShelterST MATTHEW…
Other$522,500Health$430,000Philanthropy$255,000Human Services$200,000Housing & Shelter$150,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$10M$100Mgrantee revenue →↑ funder's share of their budgetTHE IMMOKALEE FOUNDATION INC: $255,000 over 5y, 0.9% of budgetTHE SHELTER FOR ABUSED WOMEN & CHILDREN INC: $180,000 over 5y, 0.4% of budgetAvow Foundation Inc: $165,000 over 4y, 0.7% of budgetST MATTHEWS HOUSE INC: $150,000 over 5y, 0.1% of budgetAmerican Heart Association Inc: $125,000 over 3y, 0.0% of budgetTHE CONSERVANCY OF SOUTHWEST FLORIDA: $125,000 over 5y, 0.3% of budgetNEIGHBORHOOD HEALTH CLINIC INC: $60,000 over 2y, 0.4% of budgetEASTER SEALS FLORIDA INC: $60,000 over 2y, 0.1% of budgetCOLLIER COMMUNITY FOUNDATION INC: $52,500 over 1y, 0.1% of budgetNEW HORIZONS OF SOUTHWEST FLORIDA INC: $20,000 over 1y, 0.7% of budgetPLANNED PARENTHOOD FEDERATION OF AMERICA INC: $20,000 over 1y, 0.0% of budgetEASTER SEALS INC: $15,000 over 1y, 0.0% of budgetYMCA of Collier County: $10,000 over 1y, 0.2% 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.

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.

Donor Advised Charita…Fidelity Investments …Amazonsmile Foundation
Donor Advised Charitable Giving IncCO7.3× affinity4 shared granteesties to 2 of 2Hover any node to trace its alignments.Compare side by side →

Open a dossier: Donor Advised Charitable Giving 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 Jacobsen Charles and Virginia Charitable Trust David Sexton Trustee funds: left to right is the share of its income from government, bottom to top the share from Jacobsen Charles and Virginia Charitable Trust David Sexton Trustee. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 40%0%1%3%5%funder's share of their income ↑0%19%38%56%75%share of the org’s income from government →median 2%
  • The Shelter for Abused Women & Children Inc: 2% of income from government
  • Ymca of Collier County: 0% of income from government
no gov moneyreceives it· size = income
4get 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
⤢ axis zoomed · 0–75%
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 Jacobsen Charles and Virginia Charitable Trust David Sexton Trustee?

Find your warmest path to Jacobsen Charles and Virginia Charitable Trust David Sexton Trustee 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 21 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.

Possibly out of date. A more recent filing (FY2025) is on record and reports no grant expense, so the figures above are from FY2024, the most recent year this funder made grants.

Source object · view filing

Play a game based on Jacobsen Charles and Virginia Charitable Trust David Sexton Trustee’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
The DAF merry-go-round
$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