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· Private foundation

Morton and Helen Yulman Charitable Trust

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$893k
Granted FY2024still arriving
27
Grants FY2024still arriving
6
States reached
$484k
Largest
01What you fundRead
02The needRead
03Your edgeRead
04Your fieldRead
05Through PlinthRead

Read this first · the figures below need context

69% of Morton and Helen Yulman Charitable Trust’s FY2024 grant dollars went to Greater Miami Jewish Federation Inc, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2024 names 16 organizations directly, so a portfolio cannot be read from it.

Organizations named directly on the return

27
’17
26
’18
24
’19
22
’20
26
’21
25
’22
16
’23
16
’24

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

01What you fund
0198% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2017–2024.

Philanthropy$3.9MArts & Culture$1.0MReligion$450kHealth$398kEducation$336kCivil Rights$160kFood & Nutrition$138kInternational$82kOther$0
02FY2024 · 27 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

  • Under $10k12 grants · $43k
  • $10k–50k12 grants · $207k
  • $50k–250k2 grants · $160k
  • $250k+1 grant · $484k
$10,000
Median grant
6
States reached
$14M
Total assets
Largest grants
RecipientAmount
Greater Miami Jewish Federation$483,500
United Way of Miami-Dade$110,000
Perez Art Museum$50,000
Temple Israel$34,000
UJA-Federation of New York$25,000
Baptist Health South Florida Foundation$25,000
Temple Judea$22,000
Temple Beth Am$17,075
Jewish Federation of Palm Beach County$16,000
Wake Forest University$15,000
Palm Beach County Food Bank$12,500
Anti-Defamation League$10,000
Emergency Medical Assistance Inc$10,000
God's Love We Deliver$10,000
Birthright Israel Foundation$10,000
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:

Dollar for dollar, your grants (FY17–24) land where the poverty rate runs at 14%, against an area that typically sits at 10%. 94% of your dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 10%Union College: $25k → 12%UJA-Federation of New York: $25k → 17%Union College: $25k → 12%God's Love We Deliver: $25k → 17%Lake George Association: $50k → 10%Union College: $25k → 12%Lake George Association: $25k → 10%UNION COLLEGE: $25k → 12%UNION COLLEGE: $25k → 12%Union College: $25k → 12%UNION COLLEGE: $25k → 12%Temple Israel: $34k → 9%TEMPLE ISRAEL: $25k → 9%TEMPLE BETH AM: $66k → 15%Temple Beth Am: $41k → 15%TEMPLE BETH AM: $40k → 15%Anti-Defamation League: $30k → 11%UNITED WAY OF MIAMI DADE COUNTY: $155k → 15%United Way of Miami-Dade: $155k → 15%UNITED WAY OF MIAMI DADE COUNTY: $155k → 15%United Way of Miami-Dade: $155k → 15%UNITED WAY OF MIAMI DADE COUNTY: $127k → 15%Babptism Health South Florida Foundation: $25k → 15%United Way of Miami-Dade: $110k → 15%Baptist Health South Florida Foundation Inc: $25k → 15%United Way of Miami-Dade: $110k → 15%Baptist Health South Florida Foundation: $25k → 15%United Way of Miami-Dade: $105k → 15%Baptist Health South Florida Foundation Inc: $25k → 15%Greater Miami Jewish Federation: $484k → 15%Greater Miami Jewish Federation: $450k → 15%Greater Miami Jewish Federation: $352k → 15%Greater Miami Jewish Federation: $302k → 15%Greater Miami Jewish Federation: $299k → 15%GREATER MIAMI JEWISH FEDERATION: $296k → 15%GREATER MIAMI JEWISH FEDERATION: $274k → 15%GREATER MIAMI JEWISH FEDERATION: $263k → 15%Miami Music Project: $153k → 15%Miami Music Project: $53k → 15%Miami Music Project: $53k → 15%Perez Art Museum: $150k → 15%PEREZ ART MUSEUM MIAMI: $69k → 15%PEREZ ART MUSEUM MIAMI: $68k → 15%PEREZ ART MUSEUM MIAMI: $62k → 15%Perez Art Museum: $51k → 15%Perez Art Museum: $50k → 15%Perez Art Museum: $50k → 15%Perez Art Museum: $50k → 15%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

MN
WI
NY
MA
OH
PA
CT
CO
MO
VA
NC
DC
LA
FL

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.
$2.6M · 50 repeat orgs$95k to everyone else

50 repeat relationships — 19 still active in FY2024, 31 since wound down; 4 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

50
15

Total granted

$2.6M
$61k

Median revenue growth · since first grant

+45%
+46%

Still filing today

66%
67%

New vs renewed · share of each year

In FY2024, 88% of grant dollars renewed an existing relationship; $35k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

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

’17’18’19’20’21’22’23’24
Arts & CultureEducationHealthCivil RightsFood & NutritionInternationalOther

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

  • JM
    JORGE M PEREZ ART MUSEUM OF MIAMI-DADE COUNTY INC
    8× · 2017–2024 · $549k · revenue +33%
  • MM
    MIAMI MUSIC PROJECT INC
    7× · 2017–2023 · $293k · revenue +139%
  • BH
    Baptist Health South Florida Foundation Inc
    7× · 2017–2024 · $145k · revenue +322%

Funded once

  • BG
    BOYS & GIRLS CLUB OF PBCgraduated
    one grant, 2020 · $13k · revenue +67%
  • UO
    UNIVERSITY OF MIAMI MEDICAL SCHOOL
    one grant, 2017 · $10k
  • BE
    Beetham Eye Institute
    one grant, 2022 · $8k

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
University of Miami

See Form 990, Part I, Line 1, Description of Organization Mission.

Education
2
Bar Ilan University in Israel Inc

Biu produces students who excel in the sciences, humanities, law, engineering, business & the arts.

—
3
The Jewish Museum

The mission of the jewish museum is to collect, preserve, exhibit and interpret art and jewish culture. see schedule o for more information.

Arts & Culture
4
Albert Einstein College of Medicine

Committed to exceptional healthcare quality for all and actively engaged with our community, einstein drives scientific discovery and educates compassionate leaders in health and science.

Education
5
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
6
Massachusetts Institute of Technology

The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.

Education
7
Manhattanville University

To educate students to be ethical and socially responsible leaders in a global community.

Education
8
Columbia College Chicago

The organization's mission is to educate students for creative occupations in diverse fields of arts and media.

Education
9
The Trustees of Princeton University

Research, education and general - princeton university is a private not-for-profit, non-sectarian institution of higher learning with approximately 5,700 undergraduate and 3,300 graduate students. 2,500 students graduated in the 2024-2025…

Education
10
Lehigh University

The university's goal in the coming decade is to advance learning through the integration of teaching, research and service to others. the core of this goal is to prepare graduates to engage with the world and lead lives of meaning. to do…

Education
11
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
12
Stony Brook Internists University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health

For reference, the grantee most central to the portfolio’s shape is Jewish Federation of Palm Beach County Inc and the most unlike its peers is Wake Forest University. 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.

← shrinkinggrowing →↓ leaning in → pulling backsteadyOrchestra and Ensemble Perf…Environmental Conservation …Food Banks and PantriesCommunity Arts CentersCancer Support ServicesPregnancy Support ServicesFaith-Based Liberal Arts Co…Health Access Advocacy and …Local History MuseumsYouth Development CentersCommunity Foundations
the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side
Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

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 45 years old; the field is 12. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number27%0%<5yr16%2%5–10yr20%10%10–20yr15%23%20–35yr9%31%35–55yr12%35%55yr+
THE FIELDby orgYOUR MONEYby value27%0%<5yr16%0%5–10yr20%7%10–20yr15%4%20–35yr9%17%35–55yr12%73%55yr+

The field is 27% 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 17% of the field you don’t fund.

orgs you fund
0.0%0/55
the rest of the field
17%
17,089/102,989

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

52 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 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 52 of the 76 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)
10
Early backer (in before they grew)
52/52
Grantees still filing
38/52
Grew since you first funded

Where your money sits — by cause, then by grantee

GREATER MIAMI JEWISH FEDERATION INC — $2,719,146 · PhilanthropyGREATER MIAMI JEWISH FEDERATION INCUNITED WAY MIAMI INC — $1,071,500 · PhilanthropyUNITED WAY MIAMI INC+5 more — $154,500 · PhilanthropyJORGE M PEREZ ART MUSEUM OF MIAMI-DADE COUNTY INC — $548,500 · Arts & CultureJORGE M PEREZ ART…MIAMI MUSIC PROJECT INC — $292,500 · Arts & CultureMIAMI MUSIC PROJE…The Lake George Association Inc — $77,500 · Arts & CultureThe Lake George A…MUSIC ASSOCIATES OF ASPEN INC — $45,520 · Arts & Culture+9 more — $79,100 · Arts & Culture+9 moreTEMPLE BETH AM — $230,285 · OtherTEMPLE BETH AMUNION COLLEGE — $175,000 · OtherUNION COLLEGETemple Israel — $84,500 · OtherTemple IsraelALBANY MEDICAL CENTER FOUNDATION — $60,000 · OtherALBANY MEDICAL CE…TEMPLE JUDEA — $52,000 · OtherTEMPLE ISRAEL WESTPORT INC — $50,000 · OtherBIRTHRIGHT ISRAEL FOUNDATION — $80,000 · OtherBIRTHRIGHT ISRAEL…+29 more — $305,874 · Other+29 moreBaptist Health South Florida Foundation Inc — $145,000 · HealthMAYO CLINIC — $60,000 · HealthCHILDREN'S HOSPITAL MEDICAL CENTER — $24,000 · HealthDana-Farber Cancer Institute Inc — $12,000 · Health+1 more — $7,000 · HealthANTI-DEFAMATION LEAGUE — $132,500 · Civil RightsAMERICAN JEWISH COMMITTEE — $20,000 · Civil RightsMCCJ INC — $7,000 · Civil RightsWAKE FOREST UNIVERSITY — $27,500 · EducationWASHINGTON UNIVERSITY — $25,000 · EducationNEW WORLD SYMPHONY INC — $25,000 · EducationWilliams College — $20,000 · EducationRUSSELL SAGE COLLEGE — $17,500 · EducationBRYN MAWR COLLEGE — $12,500 · EducationBRANDEIS UNIVERSITY — $12,000 · Education+3 more — $5,500 · EducationGOD'S LOVE WE DELIVER INC — $97,500 · Food & NutritionPalm Beach County Food Bank Inc — $40,000 · Food & Nutrition
Philanthropy$3,945,146Arts & Culture$1,043,120Other$1,037,659Health$248,000Civil Rights$159,500Education$145,000Food & Nutrition$137,500

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

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetGREATER MIAMI JEWISH FEDERATION INC — $2,719,146 over 8y, 0.5% of budgetUNITED WAY MIAMI INC — $1,071,500 over 8y, 0.3% of budgetJORGE M PEREZ ART MUSEUM OF MIAMI-DADE COUNTY INC — $548,500 over 8y, 0.8% of budgetMIAMI MUSIC PROJECT INC — $292,500 over 7y, 7.1% of budgetBaptist Health South Florida Foundation Inc — $145,000 over 7y, 0.1% of budgetANTI-DEFAMATION LEAGUE — $132,500 over 8y, 0.1% of budgetGOD'S LOVE WE DELIVER INC — $97,500 over 8y, 0.1% of budgetBIRTHRIGHT ISRAEL FOUNDATION — $80,000 over 8y, 0.0% of budgetThe Lake George Association Inc — $77,500 over 3y, 0.7% of budgetJEWISH FEDERATION OF PALM BEACH COUNTY INC — $76,000 over 8y, 0.1% of budgetMAYO CLINIC — $60,000 over 6y, 0.0% of budgetMUSIC ASSOCIATES OF ASPEN INC — $45,520 over 6y, 0.1% of budgetPalm Beach County Food Bank Inc — $40,000 over 4y, 0.0% of budgetAspen Jewish Center — $30,600 over 6y, 0.6% of budgetINSTITUTE OF CONTEMPORARY ART MIAMI INC — $30,000 over 6y, 0.1% of budgetWAKE FOREST UNIVERSITY — $27,500 over 5y, 0.0% of budgetWASHINGTON UNIVERSITY — $25,000 over 3y, 0.0% of budgetUNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC — $25,000 over 1y, 0.0% of budgetNEW WORLD SYMPHONY INC — $25,000 over 7y, 0.0% of budgetCHILDREN'S HOSPITAL MEDICAL CENTER — $24,000 over 2y, 0.0% of budgetASPEN COMMUNITY FOUNDATION — $23,500 over 6y, 0.1% of budgetANDERSON RANCH ARTS CENTER — $21,000 over 6y, 0.1% of budgetWilliams College — $20,000 over 2y, 0.0% of budgetAMERICAN JEWISH COMMITTEE — $20,000 over 7y, 0.0% of budgetGABLESTAGE INC — $17,500 over 4y, 0.3% of budgetTHE ASPEN INSTITUTE INC — $17,500 over 5y, 0.0% of budgetRUSSELL SAGE COLLEGE — $17,500 over 7y, 0.0% of budgetPELICAN HARBOR SEABIRD STATION INC — $15,000 over 3y, 0.2% of budgetTHE MIAMI FOUNDATION INC — $15,000 over 3y, 0.0% of budgetTHE SEENA MAGOWITZ FOUNDATION INC — $15,000 over 2y, 1.5% of budgetBRYN MAWR COLLEGE — $12,500 over 3y, 0.0% of budgetBOYS & GIRLS CLUB OF PBC — $12,500 over 1y, 0.1% of budgetEMERGENCY MEDICAL ASSISTANCE INC — $12,500 over 2y, 1.2% of budgetBRANDEIS UNIVERSITY — $12,000 over 2y, 0.0% of budgetDana-Farber Cancer Institute Inc — $12,000 over 2y, 0.0% of budgetEARLY CHILDHOOD INITIATIVE INC — $10,000 over 2y, 0.5% of budgetTHE LAKE GEORGE CLUB HISTORIC PRESERVATION FOUNDATION INC — $10,000 over 2y, 3.6% of budgetMCCJ INC — $7,000 over 6y, 0.4% of budgetJOSLIN DIABETES CENTER INC — $7,000 over 1y, 0.0% of budgetWESTON VOLUNTEER FIRE DEPARTMENT INC — $6,250 over 2y, 0.5% of budgetLOCUST PROJECTS INC — $6,000 over 6y, 0.1% of budgetASPEN SANTA FE BALLET — $4,600 over 4y, 0.0% of budgetASPETUCK LAND TRUST — $3,000 over 5y, 0.1% of budgetHILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE — $2,500 over 1y, 0.2% of budgetMALTZ JUPITER THEATRE INC — $2,500 over 1y, 0.0% of budgetARTHUR I MEYER JEWISH ACADEMY INC — $2,500 over 1y, 0.1% of budgetTHE SCULPTURE CENTER INC — $2,000 over 1y, 0.1% of budgetAMERICAN ISRAEL EDUCATION FOUNDATION INC — $2,000 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.

  • Who funds GREATER MIAMI JEWISH FEDERATION INC ↗
  • Who funds UNITED WAY MIAMI INC ↗
  • Who funds JORGE M PEREZ ART MUSEUM OF MIAMI-DADE COUNTY INC ↗
  • Who funds MIAMI MUSIC PROJECT INC ↗
  • Who funds Baptist Health South Florida Foundation Inc ↗
  • Who funds ANTI-DEFAMATION LEAGUE ↗
  • Who funds GOD'S LOVE WE DELIVER INC ↗
  • Who funds BIRTHRIGHT ISRAEL FOUNDATION ↗
  • Who funds The Lake George Association Inc ↗
  • Who funds JEWISH FEDERATION OF PALM BEACH COUNTY INC ↗
  • Who funds MAYO CLINIC ↗
  • Who funds MUSIC ASSOCIATES OF ASPEN INC ↗
  • Who funds Palm Beach County Food Bank Inc ↗
  • Who funds Aspen Jewish Center ↗
  • Who funds INSTITUTE OF CONTEMPORARY ART MIAMI INC ↗
  • Who funds WAKE FOREST UNIVERSITY ↗
  • Who funds WASHINGTON UNIVERSITY ↗
  • Who funds UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC ↗
  • Who funds NEW WORLD SYMPHONY INC ↗
  • Who funds CHILDREN'S HOSPITAL MEDICAL CENTER ↗
  • Who funds ASPEN COMMUNITY FOUNDATION ↗
  • Who funds ANDERSON RANCH ARTS CENTER ↗
  • Who funds Williams College ↗
  • Who funds AMERICAN JEWISH COMMITTEE ↗
  • Who funds GABLESTAGE INC ↗
  • Who funds THE ASPEN INSTITUTE INC ↗
  • Who funds RUSSELL SAGE COLLEGE ↗
  • Who funds PELICAN HARBOR SEABIRD STATION INC ↗
  • Who funds THE MIAMI FOUNDATION 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.

Jewish Communal FundThe Miami Foundation …Greater Miami Jewish …Podhurst Dern Koffsky…The Batchelor Foundat…United Way Miami IncFernwood FoundationThe Shack Sackler Fou…The Shepard Broad Fou…The Ayco Charitable F…Mightycause Charitabl…John S and James L Kn…
Jewish Communal FundNY20.1× affinity11 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Jewish Communal Fund · The Miami Foundation Inc · Greater Miami Jewish Federation Inc · Podhurst Dern Koffsky Weinberg Foundation · The Batchelor Foundation Inc · United Way Miami Inc · Fernwood Foundation · The Shack Sackler Foundation · The Shepard Broad Foundation Inc · The Ayco Charitable Foundation · Mightycause Charitable Foundation · John S and James L Knight 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 Morton and Helen Yulman 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
’20’21’22’23’24’25
no gov · 40%1%3%6%10%your share of their income ↑0%10%20%30%40%share of the org’s income from government →median 7%
  • Joslin Diabetes Center Inc — 35% of income from government
  • Aspetuck Land Trust — 28% of income from government
  • United Way Miami Inc — 23% of income from government
  • Brandeis University — 9% of income from government
  • Dana-Farber Cancer Institute Inc — 7% of income from government
  • Westport Country Playhouse Inc — 2% of income from government
  • Miami Music Project Inc — 2% of income from government
  • Palm Beach County Food Bank Inc — 0% of income from government
  • New World Symphony Inc — 0% of income from government
  • Williams College — 0% of income from government
no gov moneyreceives it· size = income
4get no government money at all
15report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–40%
typical government reliance, FY20–25

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 Morton and Helen Yulman Charitable Trust?

Find your warmest path to Morton and Helen Yulman Charitable 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 76 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 2024, released 2024. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

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 camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home
State money flows
the interactive map of money crossing state lines