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· Private foundation

Julien E Marx Foundation Trust

Its FY2022 filing reports that it accepted unsolicited grant applications.

$63k
Granted FY2022
10
Grants FY2022
1
States reached
$20k
Largest
01What you fund
0190% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20182022.

Education$1.8MHealth$55kYouth Development$51kHuman Services$43kReligion$22kFood & Nutrition$12kHousing & Shelter$9kPublic Safety & Disaster$8kOther$0
02FY2022 · 10 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2022

  • Under $10k8 grants · $33k
  • $10k–50k2 grants · $30k
$5,000
Median grant
1
States reached
$10.0M
Total assets
Largest grants
RecipientAmount
BOYS SCOUTS OF AMERICA$20,000
UNIVERSITY OF SOUTH ALABAMA$10,000
FULL LIFE AHEAD FOUNDATION$6,000
Individual grant recipient$5,000
SALVATION ARMY$5,000
Individual grant recipient$5,000
VARIOUS LOCAL AGENCIES$4,300
DUMAS WESLEY COMMUNITY CENTER$3,000
VICTORY HEALTH PARTNERS$3,000
LIGHT OF THE VILLAGE$2,000
02The need
03

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:

Your human-services grants (FY19–20, $4k) land where the poverty rate runs at 12%, against an area that typically sits at 15%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.

area typical 15%ARC OF BALDWIN COUNTY: $2k → 12%ARC OF BALDWIN COUNTY: $2k → 12%0%20%40%50%more need →
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 linein 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 — 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.

97%of every dollar goes to organizations you’ve funded before.
$2.0M · 29 repeat orgs$66k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +31% since the first grant, against -4% for the ones you funded once.

29 repeat relationships — 7 still active in FY2022, 22 since wound down; 3 grantees were first funded in FY2022 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

29
21

Total granted

$2.0M
$37k

Median revenue growth · since first grant

+31%
-4%

Still filing today

52%
38%

New vs renewed · share of each year

In FY2022, 54% of grant dollars renewed an existing relationship; $29k went to new ones.

50%100%’18’19’20’21’22
RenewedFirst-time

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

’18’19’20’21’22
HealthAnimalsPublic Safety & DisasterFood & NutritionReligionPublic BenefitOther

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

  • VH
    Victory Health Partners Inc
    4× · 2018–2022 · $17k · revenue +19%
  • TL
    THE LIGHT OF THE VILLAGE A NONPROF CORPORATION
    4× · 2018–2022 · $8k · revenue +51%
  • IF
    INFIRMARY FOUNDATION INC
    3× · 2018–2020 · $6k · revenue +11%

Funded once

  • FT
    Feeding the Gulf Coast
    one grant, 2020 · $11k · revenue +11%
  • CA
    CROHN'S AND COLITIS FOUNDATION
    one grant, 2020 · $4k
  • RM
    RONALD MCDONALD HOUSE
    one grant, 2020 · $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.

1
Food Bank of North Alabama Inc

collect warehouse & distribute food to needy organizations

Food & Nutrition
2
Alabama Regional Medical Services

To provide quality healthcare and related services to all communities, including the underserved and homeless persons, regardless of language, culture, or financial barriers

Health
3
Greater Birmingham Ministries

To serve people, build community, pursue justice.

4
Family Counseling Center of Mobile Inc

The Center operates in Southwest Alabama providing counseling and guidance to individuals, families, and groups experiencing problems related to stress, family discord, parenting, phobias, aging, rape, and financial difficulties.

Human Services
5
Legal Aid Society of Birmingham

The Organization is a nonprofit community defender providing legal assistance through court appointment to children and other indigent persons.

Crime & Legal
6
Aids Alabama Inc

Aids alabama devotes its energy and resources statewide to helping people with hiv/aids live healthy, independent lives and works to prevent the spread of hiv.

Health
7
Goodwill Industries of Central Alabama

Goodwill industries provides training and employment for handicapped persons.

Employment
8
Community Food Bank of Central Alabama

To feed people in need today and foster collaborative solutions to end hunger tomorrow.

Food & Nutrition
9
Mothers Milk Bank of Alabama

Oversee and facilitate the collection, pasteurization, and distribution of human milk. Provide training and education for healthcare providers and community members about the health importance of human milk for neonates and infants.

Human Services
10
Dale County Rescue Mission

The rescue missions purpose is to provide food, housing , and transportation in emergency situations to local residents and transients, Those served are spiritually ministered.

Human Services
11
The Arc of Southwest Alabama Inc

Provides training for adults with developmental disabilities in an adult training setting and supervised alternative living arrangements for washington county, alabama

Human Services
12
Habitat for Humanity of Baldwin County Inc

Habitat for humanity of baldwin county, inc. is an ecumenical, christian housing ministry that seeks to eliminate poverty housing by partnering with the community to make decent shelter a matter of conscience and action.

For reference, the grantee most central to the portfolio’s shape is Service Dogs Alabama Inc and the most unlike its peers is Light for Living Ministries Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

Your grantees are a median of 37 years old; the field is 15. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number23%0%<5yr14%4%5–10yr19%8%10–20yr15%38%20–35yr11%33%35–55yr18%17%55yr+
THE FIELDby orgYOUR MONEYby value23%0%<5yr14%0%5–10yr19%0%10–20yr15%3%20–35yr11%2%35–55yr18%95%55yr+

The field is 23% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close 0.0% lost their exemption, against 15% of the field you don’t fund.

orgs you fund
0.0%0/28
the rest of the field
15%
428/2,772

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.

04the grantee network

24 grantees tracked through their own filings, 2017–2026.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172026, not grant rows in a single year — so this will not match the grant count on the cover. 24 of the 54 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
6
Early backer (in before they grew)
24/24
Grantees still filing
15/24
Grew since you first funded

Where your money sits — by cause, then by grantee

UNIVERSITY OF SOUTH ALABAMA — $1,789,000 · OtherUNIVERSITY OF SOUTH ALABAMA+42 more — $198,763 · Other+42 moreVictory Health Partners Inc — $16,500 · HealthINFIRMARY FOUNDATION INC — $6,000 · HealthOzanam Charitable Pharmacy Inc — $5,000 · Health+1 more — $250 · HealthTHE FULL LIFE AHEAD FOUNDATION — $11,775 · Arts & CultureFeeding the Gulf Coast — $11,000 · Food & NutritionFARMSCAPE SOLUTIONS — $500 · Food & NutritionTHE LIGHT OF THE VILLAGE A NONPROF CORPORATION — $8,000 · ReligionANIMAL RESCUE FOUNDATION — $5,000 · AnimalsSERVICE DOGS ALABAMA INC — $1,500 · AnimalsMOBILE AREA JEWISH FEDERATION INC — $6,000 · Philanthropy
Other$1,987,763Health$27,750Arts & Culture$11,775Food & Nutrition$11,500Religion$8,000Animals$6,500Philanthropy$6,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10Mgrantee revenue →↑ your share of their budgetVictory Health Partners Inc — $16,500 over 4y, 0.4% of budgetTHE FULL LIFE AHEAD FOUNDATION — $11,775 over 2y, 4.5% of budgetFeeding the Gulf Coast — $11,000 over 1y, 0.0% of budgetDUMAS WESLEY COMMUNITY CENTER — $9,000 over 4y, 0.3% of budgetTHE LIGHT OF THE VILLAGE A NONPROF CORPORATION — $8,000 over 4y, 0.4% of budgetINFIRMARY FOUNDATION INC — $6,000 over 3y, 0.1% of budgetMOBILE AREA JEWISH FEDERATION INC — $6,000 over 3y, 2.2% of budgetDEARBORN YOUNG MENS CHRISTIAN ASSOCIATION INC — $6,000 over 2y, 0.3% of budgetOzanam Charitable Pharmacy Inc — $5,000 over 2y, 0.1% of budgetFIRST LIGHT COMMUNITY OF MOBILE INC — $5,000 over 2y, 0.1% of budgetANIMAL RESCUE FOUNDATION — $5,000 over 3y, 1.0% of budgetWINGS OF LIFE INC — $4,000 over 3y, 0.2% of budgetMobile Baykeeper Inc — $3,500 over 2y, 0.2% of budgetARC-BALDWIN COUNTY INC — $3,500 over 2y, 0.0% of budgetRANSOM MINISTRIES INC — $3,100 over 2y, 0.7% of budgetLight for Living Ministries Inc — $2,500 over 2y, 1.6% of budgetVETERANS RECOVERY RESOURCES — $2,500 over 2y, 0.3% of budgetProdisee Pantry Inc — $1,500 over 1y, 0.0% of budgetSERVICE DOGS ALABAMA INC — $1,500 over 1y, 0.2% of budgetBARTON ACADEMY FOUNDATION — $1,000 over 1y, 0.1% of budgetFARMSCAPE SOLUTIONS — $500 over 1y, 0.4% of budgetMOBILE BALLET INC — $500 over 1y, 0.1% of budget
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.

  • Who funds Victory Health Partners Inc
  • Who funds THE FULL LIFE AHEAD FOUNDATION
  • Who funds Feeding the Gulf Coast
  • Who funds DUMAS WESLEY COMMUNITY CENTER
  • Who funds THE LIGHT OF THE VILLAGE A NONPROF CORPORATION
  • Who funds INFIRMARY FOUNDATION INC
  • Who funds MOBILE AREA JEWISH FEDERATION INC
  • Who funds DEARBORN YOUNG MENS CHRISTIAN ASSOCIATION INC
  • Who funds Ozanam Charitable Pharmacy Inc
  • Who funds FIRST LIGHT COMMUNITY OF MOBILE INC
  • Who funds ANIMAL RESCUE FOUNDATION
  • Who funds WINGS OF LIFE INC
  • Who funds Mobile Baykeeper Inc
  • Who funds ARC-BALDWIN COUNTY INC
  • Who funds RANSOM MINISTRIES INC
  • Who funds Light for Living Ministries Inc
  • Who funds VETERANS RECOVERY RESOURCES
  • Who funds Prodisee Pantry Inc

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.

J L Bedsole Foundation Regions Bank Co-TrusteeAL32.6× affinity13 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: J L Bedsole Foundation Regions Bank Co-Trustee · The Daniel Foundation of Alabama · Crampton Trust #1255000731 Regions Bank Trustee · Cd Helen and Jeff Glaze Foundation · The Ben May Charitable Trust Hancock Whitney Bank Successor Trustee · Mapp Family Foundation · Ws Foundation Inc Blacksher White-Spunner · As Mitchell Foundation Inc · Lillian C McGowin Foundation · Rjjb Family Foundation · Hearin - Chandler Foundation · Ernest G Debakey Charitable 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 organization Julien E Marx Foundation Trust 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.

2024
202122232425
no gov · 00%0%1%3%5%your share of their income ↑0%25%50%75%100%share of the org’s income from government
    no gov moneyreceives it· size = income
    0get no government money at all
    9report 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, FY2025

    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 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

    Warm introductions · Powered by PlinthPlus

    How do I get to Julien E Marx Foundation Trust?

    Find your warmest path to Julien E Marx Foundation Trust 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 directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 54 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your 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. How we build these →

    Generated from your IRS Form 990-PF e-file return for fiscal year 2022, released 2022. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

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