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· Private foundation

Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77

Its FY2023 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$405k
Granted FY2022
74
Grants FY2022
12
States reached
$30k
Largest

Read this first · the figures below need context

83% of Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77’s FY2023 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. FY2023 names 57 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2022, the last year Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77 named its own grantees at scale: 60 organizations, $405k. It is dated, not current.

Organizations named directly on the return

60
’17
59
’18
58
’19
62
’20
61
’21
60
’22
57
’23

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

01What it funds
0199% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2023.

Philanthropy$1.9MEducation$400kHealth$352kArts & Culture$300kHuman Services$240kCrime & Legal$202kCommunity Improvement$181kEnvironment$168kOther$0
02FY2022 · 74 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2022

  • Under $10k57 grants · $175k
  • $10k–50k17 grants · $230k
$5,000
Median grant
12
States reached
$0
Total assets
Largest grants
RecipientAmount
BAY AREA LEGAL AID$30,000
CERES COMMUNITY PROJECT$25,000
CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA$15,000
HOLY NAMES UNIVERSITY$15,000
PRIME COALITION$15,000
CANTARE CON VIVO$15,000
NEXT STEP LEARNING CENTER$15,000
MUSIC FROM BEAR VALLEY$10,000
PRIME COALITION$10,000
HUMANAS INC$10,000
HOLY NAMES UNIVERSITY$10,000
SONOMA STATE UNIVERSITY$10,000
SHELTER INC$10,000
PLANNED PARENTHOOD SHASTA DIABLO$10,000
SONOMA STATE UNIVERSITY$10,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–23, $319k) land where the poverty rate runs at 9%, against an area that typically sits at 10%. 1% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 10%PRIME COALITION: $17k → 8%CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA: $15k → 9%PRIME COALITION: $15k → 8%CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA: $15k → 9%PRIME COALITION: $15k → 8%THE LIVING ROOM CENTER INC: $7k → 9%PRIME COALITION: $10k → 8%PRIME COALITION: $7k → 8%COMMUNITY HELP IN PARK SLOPE INC: $1k → 20%THE LIVING ROOM CENTER INC: $5k → 9%LIVING ROOM CENTER INC: $3k → 9%GRAND STREET SETTLEMENT INC: $1k → 17%THE CONTRA COSTA CLUBHOUSES INC: $23k → 9%THE CONTRA COSTA CLUBHOUSES INC: $15k → 9%THE CONTRA COSTA CLUBHOUSES INC: $10k → 9%THE CONTRA COSTA CLUBHOUSES INC: $10k → 9%CONTRA COSTA CLUBHOUSES: $7k → 9%THE CONTRA COSTA CLUBHOUSES: $5k → 9%GIRLS INCORPORATED OF ALAMEDA COUNTY: $1k → 10%THE CONTRA COSTA CLUBHOUSES INC: $5k → 9%GIRLS INCORPORATED OF ALAMEDA COUNTY: $1k → 10%THE CONTRA COSTA CLUBHOUSES INC: $5k → 9%CERES COMMUNITY PROJECT: $25k → 9%GIRLS INCORPORATED OF ALAMEDA COUNTY: $1k → 10%CERES COMMUNITY PROJECT: $15k → 9%THE CONTRA COSTA CLUBHOUSES INC: $3k → 9%THE LIVING ROOM CENTER: $2k → 9%MONTHLY MIRACLES: $26k → 10%GIRLS INCORPORATED OF ALAMEDA COUNTY: $2k → 10%GIRLS INCORPORATED OF ALAMEDA COUNTY: $1k → 10%GIRLS INCORPORATED OF ALAMEDA COUNTY: $1k → 10%GIRLS INCORPORATED OF ALAMEDA COUNTY: $1k → 10%WHITE PONY EXPRESS: $6k → 9%WHITE PONY EXPRESS: $5k → 9%EAST BAY INTEGRATED INC DBA HOSPICE OF THE EAST BAY: $2k → 9%EAST BAY INTEGRATED INC DBA HOSPICE OF THE EAST BAY: $2k → 9%PRIME COALITION: $15k → 10%EAST BAY INTEGRATED INC DBA HOSPICE OF THE EAST BAY: $2k → 9%PRIME COALITION: $15k → 10%HOSPICE OF THE EAST BAY: $1k → 9%EAST BAY INTEGRATED INC DBA HOSPICE OF EAST BAY: $1k → 9%EAST BAY INTEGRATED INC DBA HOSPICE OF EAST BAY: $1k → 9%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
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.

Which US states its grants reach

NH
WA
MT
MN
IL
NY
MA
OR
IA
CT
CA
CO
KY
MD
TN
NC
DC
AL
GA
TX
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

92%of every dollar goes to organizations it has funded before.
$2.2M · 86 repeat orgs$190k to everyone else

Grantees it renews have grown median revenue +41% since the first grant, against +28% for those funded once.

86 repeat relationships: 63 still active in FY2022, 23 since wound down; 19 grantees were first funded in FY2022 (too recent to call). Read against FY2022, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

86
30

Total granted

$2.2M
$108k

Median revenue growth · since first grant

+41%
+28%

Still filing today

78%
73%

New vs renewed · share of each year

In FY2023, 83% of grant dollars renewed an existing relationship; $64k went to new ones.

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

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

’17’18’19’20’21’22’23
EducationHuman ServicesHealthEnvironmentArts & CultureInternationalOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). 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

  • BA
    BAY AREA LEGAL AID
    6× · 2017–2022 · $170k · revenue +96%
  • NS
    Next Step Learning Center Inc
    7× · 2017–2023 · $155k · revenue +36%
  • CC
    CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA
    7× · 2017–2023 · $125k · revenue +67%

Funded once

  • HI
    HUMANAS INC
    one grant, 2018 · $10k
  • TC
    THE CARTER CENTER INC
    one grant, 2019 · $10k
  • PP
    PLANNED PARENTHOOD OF GREATER NEW YORK INCgraduated
    one grant, 2019 · $6k · revenue +86%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
The Union of Concerned Scientists Inc

The union of concerned scientists puts rigorous, independent science into action, developing solutions and advocating for a healthy, safe, and just future.

International
2
The Climate Center

The Climate Center is a climate and energy policy nonprofit working to rapidly reduce climate pollution at scale, starting in California.

Education
3
Ucsf Foundation Investment Company

The organization provides professional investment management services for endowed gifts and financial assets entrusted to the ucsf foundation.

Education
4
California Pacific Medical Center Foundation

MISSION STATEMENT: MISSION: CARING FOR OUR PATIENTS FIRST AND OUR PEOPLE ALWAYS. VISION: TO BE THE MOST COMPREHENSIVE, INTEGRATED AND CONNECTED HEALTH SYSTEM FOR GETTING AND STAYING WELL. VALUES: EXCELLENCE - We deliver high-quality,…

Health
5
Sacramento Region Community Foundation

The Sacramento Region Community Foundation leads, serves, and inspires enduring philanthropy for a just and vibrant Sacramento region.

Philanthropy
6
Community Foundation Santa Cruz County

To promote philanthropy to make santa cruz county a better place to live, now and in the future.we bring together people, ideas, and resources to inspire philanthropy and accomplish great things.

Philanthropy
7
The San Diego Foundation

The san diego foundation inspires enduring philanthropy and enables community solutions to improve the quality of life in our region.

Philanthropy
8
Sustainable Conservation

Sustainable Conservation advances the collaborative stewardship of Californias land, air, and water for the benefit of nature and people. For over three decades, Sustainable Conservation has built coalitions of people with different…

Environment
9
California Forward

Ca fwd drives action to identify solutions that can be taken to scale to meet the challenges the state is facing. the organization is driven by the belief that regional solutions across the state will help ensure economic, environmental,…

Public Benefit
10
California Healthcare Foundation

Chcf is dedicated to advancing meaningful, measurable improvements in the way the health care delivery system provides care to the people of california, particularly those with low incomes and those whose needs are not well served by the…

—
11
Community Medical Centers Inc

The organization provides primary medical, behavior health, and dental care to the population of san joaquin, and solano counties without regard to patients' ability to pay.

Health
12
City of Hope

City of Hope's mission is to make hope a reality for all touched by cancer and diabetes. PLEASE SEE SCHEDULE O FOR A CONTINUATION OF OUR MISSION

Health
How this is measured
The grantee most central to the portfolio’s shape is Camp Friendship Inc; the most unlike its peers is Humanas 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

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

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, not grant rows in a single year, so this will not match the grant count on the cover. 113 of the 142 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
20
Early backer (in before they grew)
113/113
Grantees still filing
83/113
Grew since first funded

Where the money sits, by cause and then by grantee

FIDELITY INVESTMENTS CHARITABLE GIFT FUND: $1,874,614 · Community ImprovementFIDELITY INVESTMENTS CHARITABLE GIFT FUNDNext Step Learning Center Inc: $155,000 · Community ImprovementNext Step Learning Center IncBAY AREA LEGAL AID: $170,000 · OtherBAY AREA LEGAL AIDSONOMA STATE UNIVERSITY: $92,000 · OtherSONOMA STATE UNIVERSITYFOOD BANK OF CONTRA COSTA AND SOLANO: $75,200 · OtherFOOD BANK OF CONTRA COSTA AN…+89 more: $758,056 · Other+89 moreCATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA: $125,000 · Human ServicesCATHOLIC CH…PRIME COALITION INC: $94,000 · Human ServicesPRIME COALI…Mental Health Connections Inc: $82,500 · Human ServicesMental Heal…THE CERES COMMUNITY PROJECT: $65,760 · Human ServicesTHE CERES C…MONTHLY MIRACLES: $25,500 · Human ServicesMONTHLY MIR…THE LIVING ROOM CENTER: $17,000 · Human Services+6 more: $30,250 · Human Services+6 moreCANTARE CON VIVO: $98,500 · Arts & CultureWOMENSING ATTN PRESIDENT: $52,500 · Arts & CultureMUSIC FROM BEAR VALLEY INC: $45,000 · Arts & CultureSebastopol Center for the Arts: $31,500 · Arts & CultureKQED INC: $25,000 · Arts & CultureCAPITAL PUBLIC RADIO FDBA KXPR/KXJZ INC: $10,000 · Arts & Culture+2 more: $13,000 · Arts & CultureTHE LEGACY FUNDS OF HOLY NAMES UNIVERSITY: $148,000 · EducationUNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION: $45,000 · EducationNATIONAL COLLEGIATE CANCER FOUNDATION: $11,500 · EducationCentro Laboral de Graton: $9,400 · Education+9 more: $43,334 · EducationPARTNERS IN HEALTH A NONPROFIT CORPORATION: $35,000 · HealthLAST MILE HEALTH: $35,000 · HealthPlanned Parenthood Shasta-Diablo Inc: $32,000 · HealthBRIGHTFOCUS FOUNDATION: $10,000 · HealthCONTRA COSTA CRISIS CENTER: $9,000 · HealthCANCER SUPPORT COMMUNITY San Francisco Bay Area: $7,000 · HealthPLANNED PARENTHOOD OF GREATER NEW YORK INC: $6,000 · HealthDENTISTS ON WHEELS: $5,000 · HealthNATE CHUTE FOUNDATION INC: $5,000 · Health+2 more: $4,000 · HealthSOUTHERN POVERTY LAW CENTER INC: $52,500 · Crime & LegalBRADY CENTER TO PREVENT GUN VIOLENCE: $17,000 · Crime & LegalSTAND FOR FAMILIES FREE OF VIOLENCE: $10,000 · Crime & LegalSANDY HOOK PROMISE FOUNDATION: $5,000 · Crime & Legal
Community Improvement$2,029,614Other$1,095,256Human Services$440,010Arts & Culture$275,500Education$257,234Health$148,000Crime & Legal$84,500

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetFIDELITY INVESTMENTS CHARITABLE GIFT FUND: $1,874,614 over 1y, 0.0% of budgetBAY AREA LEGAL AID: $170,000 over 6y, 0.2% of budgetNext Step Learning Center Inc: $155,000 over 7y, 5.9% of budgetTHE LEGACY FUNDS OF HOLY NAMES UNIVERSITY: $148,000 over 6y, 0.1% of budgetCATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA: $125,000 over 7y, 0.2% of budgetCANTARE CON VIVO: $98,500 over 7y, 2.6% of budgetPRIME COALITION INC: $94,000 over 4y, 0.2% of budgetMental Health Connections Inc: $82,500 over 6y, 1.3% of budgetFOOD BANK OF CONTRA COSTA AND SOLANO: $75,200 over 7y, 0.0% of budgetTHE CERES COMMUNITY PROJECT: $65,760 over 7y, 0.6% of budgetSOUTHERN POVERTY LAW CENTER INC: $52,500 over 7y, 0.0% of budgetWOMENSING ATTN PRESIDENT: $52,500 over 6y, 11% of budgetMUSIC FROM BEAR VALLEY INC: $45,000 over 7y, 4.7% of budgetUNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION: $45,000 over 6y, 0.0% of budgetPARTNERS IN HEALTH A NONPROFIT CORPORATION: $35,000 over 7y, 0.0% of budgetLAST MILE HEALTH: $35,000 over 7y, 0.0% of budgetSHELTER INC: $34,000 over 7y, 0.0% of budgetPlanned Parenthood Shasta-Diablo Inc: $32,000 over 4y, 0.0% of budgetSebastopol Center for the Arts: $31,500 over 7y, 0.9% of budgetStewards of the Coast and Redwoods: $28,000 over 7y, 0.9% of budgetRANCHO CIELO INC: $27,000 over 7y, 0.2% of budgetRotary Club of Sebastopol: $26,000 over 5y, 9.1% of budgetMONTHLY MIRACLES: $25,500 over 1y, 9.1% of budgetWHITEFISH COMMUNITY FOUNDATION INC: $25,000 over 1y, 0.1% of budgetKQED INC: $25,000 over 3y, 0.0% of budgetREDWOOD CREDIT UNION COMMUNITY FUND INC: $23,500 over 2y, 0.1% of budgetCOMPASSION & CHOICES: $23,000 over 5y, 0.1% of budgetHUMANAS INC: $20,000 over 2y, 12% of budgetALAMEDA COUNTY COMMUNITY FOOD BANK: $20,000 over 7y, 0.0% of budgetTHE CARTER CENTER INC: $19,000 over 7y, 0.0% of budgetLaguna De Santa Rosa Foundation: $18,000 over 6y, 0.5% of budgetTHE LIVING ROOM CENTER: $17,000 over 4y, 0.3% of budgetBRADY CENTER TO PREVENT GUN VIOLENCE: $17,000 over 7y, 0.0% of budgetCOOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE INC: $17,000 over 7y, 0.0% of budgetST MARY'S CENTER: $16,000 over 7y, 0.1% of budgetEarle Baum Center of the Blind Inc: $16,000 over 6y, 0.5% of budgetDiscovery Counseling Center: $12,000 over 6y, 0.1% of budgetNATIONAL COLLEGIATE CANCER FOUNDATION: $11,500 over 6y, 3.1% of budgetROTACARE BAY AREA INC: $11,340 over 5y, 0.3% of budgetWHITE PONY EXPRESS: $11,000 over 2y, 0.1% of budgetCAPITAL PUBLIC RADIO FDBA KXPR/KXJZ INC: $10,000 over 6y, 0.0% of budgetWOMEN FOR WOMEN INTERNATIONAL: $10,000 over 6y, 0.0% of budgetNATURAL RESOURCES DEFENSE COUNCIL INC: $10,000 over 2y, 0.0% of budgetSave The Bay: $10,000 over 1y, 0.2% of budgetGLOBAL FUND FOR WOMEN INC: $10,000 over 7y, 0.0% of budgetBRIGHTFOCUS FOUNDATION: $10,000 over 7y, 0.0% of budgetSTAND FOR FAMILIES FREE OF VIOLENCE: $10,000 over 7y, 0.1% of budgetCentro Laboral de Graton: $9,400 over 2y, 1.3% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds FIDELITY INVESTMENTS CHARITABLE GIFT FUND ↗
  • Who funds BAY AREA LEGAL AID ↗
  • Who funds Next Step Learning Center Inc ↗
  • Who funds THE LEGACY FUNDS OF HOLY NAMES UNIVERSITY ↗
  • Who funds CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA ↗
  • Who funds CANTARE CON VIVO ↗
  • Who funds PRIME COALITION INC ↗
  • Who funds Mental Health Connections Inc ↗
  • Who funds FOOD BANK OF CONTRA COSTA AND SOLANO ↗
  • Who funds THE CERES COMMUNITY PROJECT ↗
  • Who funds SOUTHERN POVERTY LAW CENTER INC ↗
  • Who funds WOMENSING ATTN PRESIDENT ↗
  • Who funds MUSIC FROM BEAR VALLEY INC ↗
  • Who funds UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION ↗
  • Who funds PARTNERS IN HEALTH A NONPROFIT CORPORATION ↗
  • Who funds LAST MILE HEALTH ↗
  • Who funds SHELTER INC ↗
  • Who funds Planned Parenthood Shasta-Diablo Inc ↗
  • Who funds Sebastopol Center for the Arts ↗
  • Who funds Stewards of the Coast and Redwoods ↗
  • Who funds RANCHO CIELO INC ↗
  • Who funds Rotary Club of Sebastopol ↗
  • Who funds MONTHLY MIRACLES ↗
  • Who funds WHITEFISH COMMUNITY FOUNDATION INC ↗
  • Who funds KQED INC ↗
  • Who funds REDWOOD CREDIT UNION COMMUNITY FUND INC ↗
  • Who funds COMPASSION & CHOICES ↗
  • Who funds HUMANAS INC ↗
  • Who funds ALAMEDA COUNTY COMMUNITY FOOD BANK ↗
  • Who funds THE CARTER CENTER INC ↗
  • Who funds Laguna De Santa Rosa Foundation ↗
  • Who funds THE LIVING ROOM CENTER ↗
  • Who funds BRADY CENTER TO PREVENT GUN VIOLENCE ↗
  • Who funds COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE INC ↗
  • Who funds ST MARY'S CENTER ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

East Bay Community FoundationCA41.7× affinity22 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: East Bay Community Foundation · Marin Community Foundation · The San Francisco Foundation · McNabb Foundation · Lowell Berry Foundation · Sonoma County Community Foundation · Kaiser Foundation Hospitals · Dean and Margaret Lesher Foundation · Bernard E & Alba Witkin Charitable Foundation · The William G Irwin Charity Foundation · Sutter Bay Hospitals · United Way of the Bay Area

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77 funds: left to right is the share of its income from government, bottom to top the share from Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 50%1%4%8%15%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 0%
  • Sandy Hook Promise Foundation: 0% of income from government
  • Partners in Health a Nonprofit Corporation: 0% of income from government
  • Oxfam-America Inc: 0% of income from government
no gov moneyreceives it· size = income
5get no government money at all
38report 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, FY20–25
How this is measured
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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77?

Find your warmest path to Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77 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 from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 142 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its 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.

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

Source object · view filing

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