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· Private foundation

Rosina Patterson Trust Wally Stoelzel Trustee

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.

$231k
Granted FY2024still arriving
8
Grants FY2024still arriving
6
States reached
$49k
Largest
01What it funds
0188% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.

Education$430kHealth$143kReligion$72kInternational$72kOther$0
02FY2024 · 8 grants

Where the money goes

Grants by size, and the largest recipients.

$18,267
Median grant
6
States reached
$2.9M
Total assets
Largest grants
RecipientAmount
DISTRIB TO ELIGIBLE CHAR ORG TR$48,522
WESTERN NM UNIVERSITY$47,512
NEW MEXICO STATE UNIVERSITY FOUNDAT$43,840
SISTERS OF ST JOSEPH$18,267
SISTERS OF ST JOSEPH INFIRM$18,267
PROJECT HOPE$18,267
THE NATIONAL JEWISH CENTER$18,267
ST JUDE'S RESEARCH HOSPITAL$18,267
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:

Dollar for dollar, its grants (FY20–24) land where the poverty rate runs at 18%, against an area that typically sits at 14%. 76% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 14%DISTRIB TO ELIIGIBLE CHAR ORGTR: $58k → 21%NEW MEXICO STATE UNIVERSITY FOUNDAT: $61k → 23%ST JUDE'S RESEARCH HOSPITAL: $25k → 17%THE NATIONAL JEWISH CENTER: $25k → 12%PROJECT HOPE: $25k → 7%DISTRIB TO ELIGIBLE CHAR ORG TR: $49k → 21%NEW MEXICO STATE UNIVERSITY FOUNDAT: $44k → 23%ST JUDE'S RESEARCH HOSPITAL: $18k → 17%THE NATIONAL JEWISH CENTER: $18k → 12%PROJECT HOPE: $18k → 7%DISTRIB TO ELIIGIBLE CHAR ORGTR: $45k → 21%NEW MEXICO STATE UNIVERSITY FOUNDAT: $41k → 23%ST JUDE'S RESEARCH HOSPITAL: $17k → 17%THE NATIONAL JEWISH CENTER: $17k → 12%PROJECT HOPE: $17k → 7%DISTRIB TO ELIIGIBLE CHAR ORGTR: $39k → 21%NEW MEXICO STATE UNIVERSITY FOUNDAT: $13k → 23%ST JUDE'S RESEARCH HOSPITAL: $5k → 17%THE NATIONAL JEWISH CENTER: $5k → 12%PROJECT HOPE: $5k → 7%DISTRIB TO ELIGIBLE CHAR ORG TR: $26k → 21%NEW MEXICO STATE UNIVERSITY FOUNDAT: $13k → 23%ST JUDE'S RESEARCH HOSPITAL: $5k → 17%THE NATIONAL JEWISH CENTER: $5k → 12%PROJECT HOPE: $5k → 7%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.
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.

100%of every dollar goes to organizations it has funded before.
$933k · 9 repeat orgs$0 to everyone else

9 repeat relationships: 8 still active in FY2024, 1 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

9
0

Total granted

$933k
$0

Still filing today

56%
0%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

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

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

’20’21’22’23’24
HealthEducationInternationalOther
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

  • NM
    New Mexico State Univ Fdn Inc
    5× · 2020–2024 · $172k · revenue +148%
  • SO
    Sisters of St Joseph Inc
    5× · 2020–2024 · $72k · revenue +150%
  • ST JUDE CHILDREN'S RESEARCH HOSPITAL INC
    5× · 2020–2024 · $72k · revenue +78%

Funded once

    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
    04the grantee network

    5 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. 5 of the 9 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)
    1
    Early backer (in before they grew)
    5/5
    Grantees still filing
    5/5
    Grew since first funded

    Where the money sits, by cause and then by grantee

    WESTERN NM UNIVERSITY: $186,416 · OtherWESTERN NM UNIVERSITYDISTRIB TO ELIIGIBLE CHAR ORGTR: $141,475 · OtherDISTRIB TO ELIIGIBLE CHAR ORGTRDISTRIB TO ELIGIBLE CHAR ORG TR: $74,417 · OtherDISTRIB TO ELIGIBLE CHAR ORG TRSISTERS OF ST JOSEPH INFIRM: $71,692 · OtherSISTERS OF ST JOSEPH INFIRMSisters of St Joseph Inc: $71,692 · OtherSisters of St Joseph IncNew Mexico State Univ Fdn Inc: $172,060 · EducationNew Mexico State Uni…ST JUDE CHILDREN'S RESEARCH HOSPITAL INC: $71,691 · HealthST JUDE CHILDREN'…NATIONAL JEWISH HEALTH: $71,691 · HealthNATIONAL JEWISH H…PROJECT HOPE - THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC: $71,691 · International
    Other$545,692Education$172,060Health$143,382International$71,691

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

    25%50%75%100%$10M$100Mgrantee revenue →↑ funder's share of their budgetNew Mexico State Univ Fdn Inc: $172,060 over 5y, 0.2% of budgetSisters of St Joseph Inc: $71,692 over 5y, 0.7% of budgetST JUDE CHILDREN'S RESEARCH HOSPITAL INC: $71,691 over 5y, 0.0% of budgetPROJECT HOPE - THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC: $71,691 over 5y, 0.0% of budgetNATIONAL JEWISH HEALTH: $71,691 over 5y, 0.0% 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 New Mexico State Univ Fdn Inc ↗
    • Who funds Sisters of St Joseph Inc ↗
    • Who funds ST JUDE CHILDREN'S RESEARCH HOSPITAL INC ↗
    • Who funds PROJECT HOPE - THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC ↗
    • Who funds NATIONAL JEWISH HEALTH ↗

    How much its grantees rely on government

    Each dot is one organization Rosina Patterson Trust Wally Stoelzel Trustee funds: left to right is the share of its income from government, bottom to top the share from Rosina Patterson Trust Wally Stoelzel Trustee. Bigger dots raise more.

    2024
    ’20’21’22’23’24’25
    no gov · 10%0%1%3%5%funder's share of their income ↑0%5%10%15%20%share of the org’s income from government →
      no gov moneyreceives it· size = income
      1get no government money at all
      0rely on government for over half their income
      ⤢ axis zoomed · 0–20%
      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 Rosina Patterson Trust Wally Stoelzel Trustee?

      Find your warmest path to Rosina Patterson Trust Wally Stoelzel Trustee 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 9 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

      Source object · view filing

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