How much did JOHN ULBRICH CHARITABLE TRUST INC grant in FY2024?

A cause breakdown isn’t shown here: 66% of JOHN ULBRICH CHARITABLE TRUST INC’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

2020

broward

2021

broward

2022

—

2023

southteam

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

03FY2024 · 21 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

Under $10k15 grants · $66k
$10k–50k5 grants · $75k
$50k–250k1 grant · $110k

$5,000

Median grant

States reached

$5.6M

Total assets

Largest grants

LAUDERDALE YACHT CLUB SAILING FOUND$110,000
ADOPT A FAMILY OF THE PALM BEACHES$20,000
EQUINE ASSISTED THERAPIES$20,000
US SAILING CENTER MARTIN CNTY$15,000
HANDS & HEARTS FOR HORSES$10,000
UNITED FOOD BANK OF PLANT CITY$10,000
TEAM RUBICON$7,500
FREEDOM WATERS FOUNDATION$5,000
PACE CENTER FOR GIRLS$5,000
MAKE A WISH$5,000
TUNNEL TO TOWERS OUNDATION$5,000
BROWARD PTR FOR THE HOMELESS$5,000
FEEDING SOUTH FL$5,000
HAITI OUTREACH MINISTRIES$5,000
LUSTGARTEN FOUNDATION$5,000

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:

Dollar for dollar, your grants (FY20–24) land where the poverty rate runs at 13% — the area typically sits at 11%. 70% of your dollars reach neighborhoods with above-average need. Most of your grants land in higher-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.

90%of every dollar goes to organizations you’ve funded before.

$916k · 23 repeat orgs$105k to everyone else

23 repeat relationships — 15 still active in FY2024, 8 since wound down; 6 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

Total granted

$916k

$66k

Median revenue growth · since first grant

+41%

+303%

Still filing today

39%

29%

New vs renewed · share of each year

In FY2024, 84% of grant dollars renewed an existing relationship; $39k went to new ones.

RenewedFirst-time

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

AnimalsYouth DevelopmentInternationalPublic Safety & DisasterPhilanthropyRecreation & SportsOther

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

AA
ADOPT A FAMILY OF THE PALM BEACHES
5× · 2020–2024 · $140k · revenue +7%
PC
PACE CENTER FOR GIRLS
5× · 2020–2024 · $100k · revenue +41%
PA
PEGGY ADAMS ANIMAL RESCUE LEAGUE
3× · 2020–2022 · $75k · revenue +38%

Funded once

COMMUNITY FOUNDATION OF WEST KYgraduated
one grant, 2022 · $40k · revenue +220%
FW
FARM WORKERS COORDINATING COUNCIL
one grant, 2021 · $15k
DD
DAV DISABLED AMERICAN VETERANS
one grant, 2021 · $3k

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.

Humane Society of Tampa Bay Inc

The Humane Society of Tampa Bay is dedicated to ending animal homelessness and providing care and comfort for companion animals in need. Our vision is "Leading the way because every life counts". In 2023, we saved over 11,000 animals.

Animals

Humane Society of Vero Beach

Provide shelter, medical care, adoption services & prevent cruelty to animals.

Animals

Florida Urgent Rescue

To rescue animals from kill shelters and other urgent situations.

Animals

Badass Animal Rescue Inc

Rescue organization for abused and abandoned dogs that are in danger of imminent death at rural high kill shelters in the American South and United States Virgin Islands. The rescue rehabilitates any health and behavior issues. After…

Animals

Save a Life Pet Rescue Inc

The organization's mission is to rescue and enrich the lives of dogs of all ages, breeds, sizes, and conditions that have suffered from neglect, cruelty, abandonment, or overpopulation in high-kill animal shelters

Animals

Animal Rescue Corps Inc

To end animal suffering through direct and compassionate action, and to inspire the highest ethical standards of humanity towards animals. The Organization rescues animals who fall victim to abuse and natural disaster.

Animals

World Vets

To improve the health & well-being of animals through veterinary aid, response, training, research & disaster relief worldwide. We provide services to companion animals, equids, street dogs, wildlife, livestock & marine animals including…

Animals

Humanitarians of Florida Inc

The organization owns and operates a low-cost dog and cat spay, neuter and vaccine clinic for low income residents in the state of Florida.

—

Tri County Humane Society

Tri-county animal rescue is a no-kill, nonprofit animal shelter working to prevent the killing of over 573,000 unwanted pets in broward, miami-dade, and palm beach counties. tri-county has no boundaries; we go all over the u.s. whenever we…

Animals

St Augustine Humane Society Inc

Promoting healthy responsible lifelong pet ownership by serving the medical and rehabilitative needs of animals while encouraging the humane treatment of animals, preventing overpopulation, and ending animal cruelty.

Animals

Operation Paws for Homes Inc

To create a better world for companion animals and the community through rescue, rehabilitation, education, spay and neuter programs and resources to underserved populations.

Animals

Florida Bulldog Rescue Inc

The Florida Bulldog Rescue (FBR) is a volunteer group whose mission is to rehab and re-home neglected, abused and unwanted bulldogs throughout the state of Florida as well as providing a safe alternative to shelters.

Animals

For reference, the grantee most central to the portfolio’s shape is Big Dog Ranch Rescue Inc and the most unlike its peers is Mercy Ships International. 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

13 grantees, every filing reconciled, 2017–2024.

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)

13/13

Grantees still filing

13/13

Grew since you first funded

Where your money sits — by cause, then by grantee

Other$685,220Youth Development$114,000Animals$108,500Public Safety & Disaster$50,000Philanthropy$40,000International$12,500Recreation & Sports$10,000

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.

American Endowment FoundationOH10.7× affinity4 shared granteesties to 4 of 4Hover any node to trace its alignments.Compare side by side →

Open a dossier: American Endowment Foundation · 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 JOHN ULBRICH CHARITABLE TRUST INC 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

4get no government money at all

0rely on government for over half their income

⤢ axis zoomed · 0–20%

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: HANDS & HEARTS FOR HORSES.

Agentic due diligence · confidence × risk

Financial management

medium risk

~5 months of operating runway; revenue grew over 8 filed years.

Track record & reputation

low risk

8 years of Form 990 filings, still active; revenue up 2.9× since.

Legal standing

low risk

US 501(c)(3); EIN 582580985 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 HANDS & HEARTS FOR HORSES, 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 5 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 1% 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 John Ulbrich Charitable Trust Inc?

Find your warmest path to John Ulbrich Charitable Trust Inc 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.

JOHN ULBRICH CHARITABLE TRUST INC

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

13 grantees, every filing reconciled, 2017–2024.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to John Ulbrich Charitable Trust Inc?

More from the funding graph

JOHN ULBRICH CHARITABLE TRUST INC

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

13 grantees, every filing reconciled, 2017–2024.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to John Ulbrich Charitable Trust Inc?

More from the funding graph