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Partnersfinancial Charitable Foundation

To award grants to nonprofit organizations that improve our members' local communities.

$102k
Granted FY2024still arriving
3
Grants FY2024still arriving
2
States reached
$25k
Largest
01What it funds
01100% classified

What it funded, over time

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

Health$106kHuman Services$62kInternational$25kYouth Development$20kHousing & Shelter$12kEducation$10kRecreation & Sports$10kPhilanthropy$9kOther$0
02FY2024 · 3 grants

Where the money goes

Grants by size, and the largest recipients.

How this is measured
The 3 grants below total $37,000, the rows itemized in this filing. The $102,000 headline is the total grant expense on the return; the other $65,000 is giving the schedule does not break out (grants under the $5,000 itemization floor, grants to individuals, grants on other schedules). Every figure below describes the itemized rows only.

By grant size · FY2024

  • Under $10k2 grants · $12k
  • $10k–50k1 grant · $25k
$6,000
Median grant
2
States reached
$1.8M
Total assets
Largest grants
RecipientAmount
CITY OF HOPE$25,000
CHILDHELP INC$6,000
FIRST PLACE AZ$6,000
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 (FY18–24, $52k) land where the poverty rate runs at 12%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%CHILDHELP INC: $25k → 11%HEROES HELPING HEROES: $5k → 11%CHILDHELP INC: $6k → 11%FINSECA FUND: $10k → 14%CHILDHELP INC: $6k → 11%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

AK
MN
MA
PA
CA
CO
VA
AZ
TN
NC
DC
HI
TX
FL
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.
04

Where the work is directed

The same grants placed two ways: where each recipient sits, and where its stated purpose sends the money.

About 10% of Partnersfinancial Charitable Foundation’s grant dollars are earmarked for a different county than the recipient’s own address.

Partnersfinancial Charitable Foundationlessmore of its giving
Placed by recipient address · 9.6% directed abroad (not shown)
How this is measured
Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

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

46%of every dollar goes to organizations it has funded before.
$115k · 7 repeat orgs$136k to everyone else

Grantees it renews have grown median revenue +134% since the first grant, against +57% for those funded once.

7 repeat relationships: 2 still active in FY2024, 5 since wound down; 1 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

7
12

Total granted

$115k
$111k

Median revenue growth · since first grant

+134%
+57%

Still filing today

86%
92%

New vs renewed · share of each year

In FY2024, 32% of grant dollars renewed an existing relationship; $25k 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
Human ServicesHealthEducationYouth DevelopmentInternationalHousing & ShelterOther
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

  • CI
    CHILDHELP INC
    3× · 2018–2024 · $37k · revenue +5%
  • FP
    FIRST PLACE AZ
    2× · 2023–2024 · $12k · revenue +8%
  • NB
    No Books No Ball Basketball Program a Non-Profit Corporation
    2× · 2017–2018 · $10k · revenue +198% · 28% of their budget

Funded once

  • NATIONAL JEWISH HEALTHgraduated
    one grant, 2019 · $25k · revenue +26%
  • WORLD CENTRAL KITCHEN INC
    one grant, 2022 · $25k · revenue -40%
  • FF
    FINSECA FOUNDATIONgraduated
    one grant, 2020 · $10k · revenue +110%
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
University Hospital & Clinics Inc

The organization provides medical care to improve, maintain, and restore the health of the people in the communities we serve.

Health
2
National Association of Insurance and Financial Advisors

Empowering financial professionals and consumers through world-class advocacy and education.

—
3
National Committee for Quality Assurance

Our mission: to improve the quality of health care.our vision: better health care. better choices. better health.

Health
4
America's Health Insurance Plans Inc

Ahip is the national trade association representing the health insurance industry. ahip's members provide health care coverage, services and solutions to more than 200 million americans. we are committed to market-based solutions and…

Membership Benefit
5
Western Healthconnect

Support significant improvements in health care delivery and outcomes within the context of nonprofit, charitable ownership.

Health
6
University Health Inc

Primary functions are the coordination and delivery of health care resources and services, health care education for the hospital service area, long range analysis of health care needs and development of programs, and arranging for…

—
7
Good Samaritan Foundation

Partnering for healing and a healthy future through philanthropy.

—
8
Good Samaritan Hospital Foundation

We, at ch, humbly join together to bring christ's healing mission and the mission of mercy of the catholic church expressed in catholic health care to our communities.

—
9
Personal Care Products Council Foundation Inc

The foundation is set up to deliver one program - look good feel better. the mission of this nationwide program is to improve the quality of life of women, men, and teens undergoing cancer treatment by offering advice on how to cope with…

Health
10
Mercy Health

Mercy Health will provide assistance, support and direction to all of the health care institutions and activities operated and maintained by its Subsidiaries. The mission of Mercy Health in performing these activities shall be to provide a…

—
11
Allosource

Inspired by the gift of donation from our communities, allosource responsibly provides innovative cellular and tissue allografts to advance patient healing.

Health
12
University Family Physicians Inc

Engage actively and continuously in medical research, education and training in the practice of medicine in conjunction with the department of family medicine of the indiana university school of medicine and indiana university…

—
How this is measured
The grantee most central to the portfolio’s shape is First Place Az; the most unlike its peers is St Joseph Combined Fund 47F045018. 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

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

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 2025, not grant rows in a single year, so this will not match the grant count on the cover. 20 of the 21 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.

1
Load-bearing (≥25% of a budget)
9
Early backer (in before they grew)
19/20
Grantees still filing
16/20
Grew since first funded

Where the money sits, by cause and then by grantee

NATIONAL JEWISH HEALTH: $25,000 · HealthNATIONAL JEWISH HEALTHCITY OF HOPE: $25,000 · HealthCITY OF HOPETexas Neurofibromatosis Foundation: $10,000 · HealthTexas Neurofibromatosis Founda…ST JOSEPH'S HOSPITAL OF TAMPA FOUNDATION INC: $10,000 · HealthST JOSEPH'S HOSPITAL OF TAMPA …CHILDHELP INC: $37,000 · Human ServicesCHILDHELP INCFINSECA FOUNDATION: $10,000 · Human ServicesFINSECA FOUNDATIONHEROES HELPING HEROES HEROES HELPING HEROES: $5,000 · Human ServicesHEROES HELPING HEROES HE…Both Hands Foundation: $5,000 · Human ServicesBoth Hands FoundationLIFE AND HEALTH INSURANCE FOUNDATION FOR EDUCATION: $26,000 · OtherLIFE AND HEALTH INSURANCE FO…DIVFAM FOUNDATION: $10,000 · OtherDIVFAM FOUNDATIONLIONS WORLD VISION INSTITUTE INC: $5,000 · OtherLIONS WORLD VISION INSTITUTE…BEST CHRISTMAS EVER INC: $5,000 · OtherBEST CHRISTMAS EVER INCST JOSEPH COMBINED FUND 47F045018: $5,000 · OtherST JOSEPH COMBINED FUND 47F0…HAWAII COMMUNITY FOUNDATION: $9,262 · OtherHAWAII COMMUNITY FOUNDATIONSITKA CONSERVATION SOCIETY: $6,000 · OtherSITKA CONSERVATION SOCIETYWORLD CENTRAL KITCHEN INC: $25,000 · InternationalWORLD CENT…No Books No Ball Basketball Program a Non-Profit Corporation: $10,000 · EducationACADEMY PREP CENTER OF TAMPA INC: $5,000 · EducationWEST DALLAS COMMUNITY SCHOOL: $5,000 · EducationFIRST PLACE AZ: $12,000 · Housing & ShelterUrbanPromise Charlotte: $10,000 · Youth Development
Health$70,000Human Services$57,000Other$66,262International$25,000Education$20,000Housing & Shelter$12,000Youth Development$10,000

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 budgetCHILDHELP INC: $37,000 over 3y, 0.1% of budgetLIFE AND HEALTH INSURANCE FOUNDATION FOR EDUCATION: $26,000 over 2y, 0.5% of budgetNATIONAL JEWISH HEALTH: $25,000 over 1y, 0.0% of budgetWORLD CENTRAL KITCHEN INC: $25,000 over 1y, 0.0% of budgetCITY OF HOPE: $25,000 over 1y, 0.0% of budgetFIRST PLACE AZ: $12,000 over 2y, 0.1% of budgetNo Books No Ball Basketball Program a Non-Profit Corporation: $10,000 over 2y, 28% of budgetFINSECA FOUNDATION: $10,000 over 1y, 1.8% of budgetST JOSEPH'S HOSPITAL OF TAMPA FOUNDATION INC: $10,000 over 2y, 0.1% of budgetUrbanPromise Charlotte: $10,000 over 2y, 0.7% of budgetHAWAII COMMUNITY FOUNDATION: $9,262 over 1y, 0.0% of budgetSITKA CONSERVATION SOCIETY: $6,000 over 1y, 0.3% of budgetACADEMY PREP CENTER OF TAMPA INC: $5,000 over 1y, 0.2% of budgetLIONS WORLD VISION INSTITUTE INC: $5,000 over 1y, 0.0% of budgetHEROES HELPING HEROES HEROES HELPING HEROES: $5,000 over 1y, 11% of budgetBEST CHRISTMAS EVER INC: $5,000 over 1y, 0.3% of budgetBoth Hands Foundation: $5,000 over 1y, 0.3% of budgetWEST DALLAS COMMUNITY SCHOOL: $5,000 over 1y, 0.2% 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.

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.

Baird Foundation IncWI10.8× affinity4 shared granteesties to 10 of 10Hover any node to trace its alignments.Compare side by side →

Open a dossier: Baird Foundation Inc · The Blackbaud Giving Fund · Raymond James Charitable Endowment Fund · Natl Christian Charitable Fdn Inc · National Philanthropic Trust · Charities Aid Foundation America · The Bank of America Charitable Foundation Inc · Donor Advised Charitable Giving Inc · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

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 Partnersfinancial Charitable Foundation funds: left to right is the share of its income from government, bottom to top the share from Partnersfinancial Charitable Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%1%4%8%15%funder's share of their income ↑0%15%30%45%60%share of the org’s income from government →median 3%
  • Academy Prep Center of Tampa Inc: 3% of income from government
  • Lions World Vision Institute Inc: 0% of income from government
no gov moneyreceives it· size = income
1get 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 · 0–60%
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.

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 21 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 e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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