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· Private foundation
This foundation does not accept unsolicited requests — it funds preselected organizations.
By grantee IRS cause code (NTEE).
A cause breakdown isn’t shown here: 62% of JOEL AND DIANA PETERSON’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.
Beneath the NTEE codes, this is what the grant descriptions actually say.
…and in their own words, year by year
Words distinctive to each year’s grant purposes (TF-IDF) · event-driven terms in cyan.
Your grants by size, and where they go.
By grant size · FY2024
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY20–24, $39k) land where the poverty rate runs at 8% — the area typically sits at 10%. 5% of those dollars reach neighborhoods with above-average need. Your grants skew toward lower-need ZIPs.
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.
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +130% since the first grant, against +110% for the ones you funded once.
30 repeat relationships — 9 still active in FY2024, 21 since wound down; 13 grantees were first funded in FY2024 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 66% of grant dollars renewed an existing relationship; $57k went to new ones.
Where new relationships form · theme of each grantee’s first grant
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.
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
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 Child Liberation Foundation (CLF), founded in February 2017, is dedicated to eradicating child trafficking worldwide. In 2023, CLF expanded its mission beyond rescue operations to emphasize rehabilitation and healing for survivors of…
We build powerful cross-sector partnerships to help every utahn achieve their potential.
Utah foundation's mission is to produce objective, thorough and well- reasoned research and analysis that promotes the effective use of public resources, a thriving economy, a well-prepared workforce and a high quality of life for utahns.…
The World Childhood Foundation envisions a world where all children are free from violence, sexual abuse and exploitation. World Childhood Foundation's mission is to inspire, promote, and develop solutions to prevent and address sexual…
Breaking down barriers between lawmakers & youth by centering voices & stories of young people in policymaking at local, state, & federal levels. We are working on a nationwide campaign to uplift survivors of child sexual abuse and provide…
The primary purpose of Trauma-Informed Utah is to respond to requests for education, resources and training around implementing a Trauma-Informed approach within their organization. The focus includes any and all sectors of society seeking…
The organization's mission is to end domestic violence in utah through advocacy, education, collaboration, and leadership. the organization is the nationally recognized domestic violence coalition for the state of utah.
For reference, the grantee most central to the portfolio’s shape is The Policy Project and the most unlike its peers is Academy for Creating Enterprise. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.
Your grantees are a median of 19 years old; the field is 16. You back the established end — and your money leans older still.
The field is 22% startups (under 5 years old) — 13% of your grantees by number, and just 7% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 11% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
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.
Open a dossier: Sorenson Legacy Foundation · American Endowment Foundation · Vanguard Charitable Endowment Program · Morgan Stanley Global Impact Funding Trust Inc · Network for Good · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · Donor Advised Charitable Giving Inc · 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.
Every dot is one organisation JOEL AND DIANA PETERSON 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 or a single department — and drag the year to watch it move.
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.
Through Plinth
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: TEAM HYDRO FOUNDATION.
Agentic due diligence · confidence × risk
~576 months of operating runway; revenue contracted over 8 filed years.
8 years of Form 990 filings, still active.
US 501(c)(3); EIN 815229134 on file with current IRS Form 990 filings.
Board composition & governance documents — verified live in Plinth from the applicant.
OFAC / UN sanctions screening — run live in Plinth at assessment.
Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.
Live · Plinth’s real DD engine
Run the actual assessment on TEAM HYDRO FOUNDATION, 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
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.
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
Find your warmest path to Joel and Diana Peterson 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.