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Plinth

· Private foundation

Kmg Charitable Trust

Its FY2021 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$242k
Granted FY2019
8
Grants FY2019
4
States reached
$184k
Largest

Read this first · the figures below need context

99% of Kmg Charitable Trust’s FY2021 grant dollars went to Fidelity Investments Charitable Gift Fund, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2021 names 1 organization directly, so a portfolio cannot be read from it. Everything below is therefore FY2019, the last year Kmg Charitable Trust named its own grantees at scale: 6 organizations, $242k. It is dated, not current.

Organizations named directly on the return

1
17
2
18
6
19
1
20
1
21

Amber years are those where most dollars went to a sponsor.

01What you fund
0193% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20172021.

Philanthropy$548kPublic Benefit$272kCommunity Improvement$10kEducation$7kInternational$1kArts & Culture$250Other$0
02FY2019 · 8 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2019

  • Under $10k6 grants · $13k
  • $10k–50k1 grant · $45k
  • $50k–250k1 grant · $184k
$5,000
Median grant
4
States reached
$0
Total assets
Largest grants
RecipientAmount
THE FUND FOR POLITICAL INNOVATION AND REFORM$183,750
FIX THE SYSTEM WISCONSIN$45,000
CAMPAIGN LEGAL CENTER$5,000
ARIEL EDUCATION INITIATIVE$5,000
UNIVERSITY OF WISCONSIN FOUNDATION$1,500
Individual grant recipient$1,000
BRIDGE ALLIANCE EDUCATION FUND$500
FRIENDS OF WISCONSIN PUBLIC TELEVISION INC$250
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:

Dollar for dollar, your grants (FY17–21) land where the poverty rate runs at 6%, against an area that typically sits at 11%. 11% of your dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.

area typical 11%INITIATIVE FOR A COMPETITIVE INNER CITY: $10k → 16%BRIDGE ALLIANCE EDUCATION FUND: $500 → 16%CAMPAIGN LEGAL CENTER: $5k → 14%THE FUND FOR POLITICAL INNOVATION AND REFORM: $184k → 5%UNIVERSITY OF WISCONSIN FOUNDATION: $2k → 10%GREATER MILWAUKEE COMMITTEE: $5k → 17%THE WATERFALL FOUNDATION INC: $7k → 13%MEDIATORS FOUNDATION: $1k → 12%ARIEL EDUCATION INITIATIVE: $5k → 14%FAIRVOTE: $250 → 8%BUSINESS FOR AMERICA: $1k → 14%FIX THE SYSTEM WISCONSIN: $45k → 5%FRIENDS OF WISCONSIN PUBLIC TELEVISION INC: $250 → 10%THE FUND FOR POLITICAL INNOVATION AND REFORM: $32k → 5%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.

Which US states your grants reach

IL
WI
MA
OH
PA
CO
MD
DC
GA

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 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
Wisconsin Policy Forum Inc

We conduct impartial public policy research and analysis to drive informed debate and effective decision-making in the state of wisconsin.

Public Benefit
2
Uwm Research Foundation Inc

Support research and innovation at the university of wisconsin - milwaukee by providing reserach funding, entrepreneurship support, and by engaging in corporate partnering activities to that end.

Community Improvement
3
Open Markets Institute

The open markets institute works to help people relearn how to use competition policy to build stronger democracies, more just and equitable societies, more innovative and sustainable economies, and a more secure and peaceful world.

Education
4
Wisconsin Opportunity Coalition Inc

We are organized to support public policy that protects public education, the environment, the rights of all citizens and expands economic opportunity and fairness for everyone.

Civil Rights
5
Wisconsin Democracy Campaign Inc

Nonpartisan political watchdog group dedicated to clean government that advocates for a real democracy that allows the common good to prevail over narrow interests by reinforcing and protecting the values of honesty, fairness,…

Health
6
Milwaukee Women Inc

Milwaukee women inc is an organization of executives determined to change the quality and composition of corporate boards to maximize the performance of public and private companies with a focus on women and women of color.

Education
7
Wisconsin Alumni Research Foundation

To support scientific research within the uw-madison community by providing financial support, actively managing assets, and moving innovations to the marketplace for a financial return and global impact.

Education
8
The Uwm Foundation Inc

The mission of the uwm foundation, inc. is to support the educational, literary, and scientific endeavors of the university of wisconsin-milwaukee by receiving, managing, and distributing gifts to benefit the university's students,…

Education
9
Fair Democracy

Fair democracy works to ensure that the roots of american democracy are healthy with strong voting rights and access, an engaged and informed electorate, an open and accountable government and trusted messengers engaging americans in civil…

Civil Rights
10
The Progressive Inc

The progressive, inc. publishes the progressive magazine, distributes editorial material to local and national newspapers, and may also produce educational television and radio programs.

11
One Wisconsin Now Inc

To advance progressive values, ideas and policies through research, policy, networking, advocacy and public education.

12
Issue One

Issue one is the leading crosspartisan political reform organization that educates the public, engages capitol hill, and advocates for solutions to fix our broken political system.

Public Benefit

For reference, the grantee most central to the portfolio’s shape is Mediators Foundation Inc and the most unlike its peers is The Waterfall Foundation 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

12 grantees tracked through their own filings, 2017–2025.

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 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 12 of the 14 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)
5
Early backer (in before they grew)
12/12
Grantees still filing
8/12
Grew since you first funded

Where your money sits — by cause, then by grantee

FIDELITY INVESTMENTS CHARITABLE GIFT FUND — $541,692 · Community ImprovementFIDELITY INVESTMENTS CHARITABLE GIFT FUNDTHE FUND FOR POLITICAL INNOVATION AND REFORM — $216,207 · OtherTHE FUND FOR POLITICAL INNOVAT…+4 more — $7,350 · OtherFIX THE SYSTEM - WISCONSIN INC — $45,000 · Civil Rights+1 more — $250 · Civil RightsINITIATIVE FOR A COMPETITIVE INNER CITY INC — $10,000 · Housing & ShelterAriel Education Initiative — $5,000 · EducationUNIVERSITY OF WISCONSIN FOUNDATION — $1,500 · EducationBRIDGE ALLIANCE EDUCATION FUND — $500 · EducationTHE WATERFALL FOUNDATION INC — $6,500 · PhilanthropyTHE CAMPAIGN LEGAL CENTER INC — $5,000 · Crime & Legal
Community Improvement$541,692Other$223,557Civil Rights$45,250Housing & Shelter$10,000Education$7,000Philanthropy$6,500Crime & Legal$5,000

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

25%50%75%100%$10M$100Mgrantee revenue →↑ your share of their budgetFIDELITY INVESTMENTS CHARITABLE GIFT FUND — $541,692 over 1y, 0.0% of budgetFIX THE SYSTEM - WISCONSIN INC — $45,000 over 1y, 19% of budgetINITIATIVE FOR A COMPETITIVE INNER CITY INC — $10,000 over 1y, 0.2% of budgetTHE WATERFALL FOUNDATION INC — $6,500 over 1y, 1.4% of budgetGreater Milwaukee Committee for Community Development — $5,100 over 1y, 0.2% of budgetAriel Education Initiative — $5,000 over 1y, 0.4% of budgetTHE CAMPAIGN LEGAL CENTER INC — $5,000 over 1y, 0.0% of budgetUNIVERSITY OF WISCONSIN FOUNDATION — $1,500 over 1y, 0.0% of budgetMEDIATORS FOUNDATION INC — $1,000 over 1y, 0.1% of budgetBRIDGE ALLIANCE EDUCATION FUND — $500 over 1y, 0.1% of budgetFRIENDS OF PBS WISCONSIN INC — $250 over 1y, 0.0% of budgetFAIRVOTE — $250 over 1y, 0.0% 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.

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.

Morgan Stanley Global Impact Funding Trust IncIN9.6× 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 · National Philanthropic Trust · Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund

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 Kmg Charitable 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, a single department, or state — and drag the year to watch it move.

2024
202122232425
no gov · 30%0%1%3%5%your share of their income ↑0%1%3%4%5%share of the org’s income from government
    no gov moneyreceives it· size = income
    3get no government money at all
    2report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    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.

    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 14 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 2019, released 2019. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

    More from the funding graph