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Plinth

· Private foundation

Sam Family Foundation

$45k
Granted FY2020
8
Grants FY2020
4
States reached
$20k
Largest

Read this first · the figures below need context

100% of Sam Family Foundation’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 0 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2020, the last year Sam Family Foundation named its own grantees at scale: 5 organizations, $45k. It is dated, not current.

Organizations named directly on the return

7
17
5
18
6
19
5
20
3
21
1
22
0
23

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 FY20172023.

Philanthropy$865kHealth$71kHuman Services$36kRecreation & Sports$16kEducation$12kReligion$10kCivil Rights$2kOther$0
02FY2020 · 8 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2020

  • Under $10k6 grants · $15k
  • $10k–50k2 grants · $30k
$5,000
Median grant
4
States reached
$0
Total assets
Largest grants
RecipientAmount
JUPITER MEDICAL FOUNDATION$20,000
LOST TREE VILLAGE CHARITABLE FOUNDATION$10,000
The Pat Green Foundation$6,250
Children's Home & Aid$5,000
ST PAUL OF THE CROSS$1,000
MADONNA MISSION$1,000
LOST TREE CHAPEL$1,000
The Pink Foundation$500
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:

Your human-services grants (FY17–22, $29k) land where the poverty rate runs at 12%, against an area that typically sits at 11%. 56% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 11%THE PAT GREEN FOUNDATION: $6k → 11%MISERICORDIA HOME: $4k → 14%The Pat Green Foundation: $6k → 11%CHILDREN'S HOME & AID: $5k → 14%Children's Home & Aid: $5k → 14%MADONNA MISSION: $1k → 14%MADONNA MISSION: $1k → 14%MADONNA MISSION: $500 → 14%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.

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.

68%of every dollar goes to organizations you’ve funded before.
$134k · 10 repeat orgs$62k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +44% since the first grant, against +41% for the ones you funded once.

10 repeat relationships — 8 still active in FY2020, 2 since wound down; 3 grantees were first funded in FY2020 (too recent to call). Read against FY2020, 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

10
9

Total granted

$134k
$49k

Median revenue growth · since first grant

+44%
+41%

Still filing today

60%
56%

New vs renewed · share of each year

In FY2022, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

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

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

’17’18’19’20’21’22
Human ServicesPhilanthropyRecreation & SportsEducationHealthCrime & LegalOther

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

  • LT
    Lost Tree Village Charitable Foundation
    5× · 2017–2021 · $48k · revenue +38%
  • TP
    THE PAT GREEN FOUNDATION
    2× · 2020–2022 · $13k · revenue +725%
  • CH
    CHILDREN'S HOME & AID SOCIETY OF ILL
    2× · 2017–2020 · $10k · revenue +41%

Funded once

  • Northwestern Universitygraduated
    one grant, 2019 · $15k · revenue +34%
  • JM
    JUPITER MED CENTER FOUNDATION
    one grant, 2017 · $10k
  • ES
    EVANS SCHOLARS FOUNDATION
    one grant, 2017 · $10k

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
Gastro Intestinal Research Foundation Inc

The GI Research Foundation works to treat, prevent, and cure digestive diseases. In collaboration with the physicians and scientists at the University of Chicago Digestive Diseases Center, we fund innovative clinical and laboratory…

Health
2
Stanley Manne Childrens Research Institute

Stanley manne children's research institute strives to generate new knowledge and advance the prevention, diagnosis, and treatment of pediatric diseases.

Health
3
Pediatric Faculty Foundation Inc

We value excellence and innovation in clinical and basic research, coordinated and comprehensive patient care, ongoing physician education, and evidence-based child advocacy. our goal is to provide leadership in endeavors that promote the…

Health
4
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
5
University of Illinois Foundation

The Foundation, a 501(c)(3) charitable organization, is an independent and separate nonprofit entity from the University of Illinois. Our mission is to encourage and administer private gifts and serve the UI System by working closely with…

Education
6
Children's Hospital Corporation

Provider of pediatric healthcare, education, research & community service

Health
7
Miami Children's Health System Foundation Inc

The mission of MIAMI CHILDREN'S HEALTH SYSTEM FOUNDATION (D/B/A NICKLAUS CHILDREN'S HOSPITAL FOUNDATION, INC. )is to create awareness and generate funds for Nicklaus Children's Health System (System), Nicklaus Children's Hospital and any…

8
Children's Hospital of Chicago Medical Center

We are dedicated to the health and well-being of all children. as the pediatric teaching facility for the northwestern university feinberg school of medicine, this commitment drives us to be a leader in: -pediatric health care delivery…

Health
9
Miami Children's Hospital Research Institute Inc

The NCHRI directly supports the NICKLAUS CHILDREN'S HOSPITAL ("NCH") mission to provide hope through advanced care for our children and families. (CONTINUED ON SCHEDULE O)

10
Lurie Children's Surgical Foundation Inc

Provide pediatric and subspecialty surgical, research, and educational services.

11
Ann & Robert H Lurie Children's Hospital of Chicago Foundation

To optimize philanthropy in support of the mission and future of the children's hospital of chicago medical center.

Health
12
Ann & Robert H Lurie Children's Hospital of Chicago

Ann & robert h. lurie children's hospital of chicago is dedicated to the health and well-being of all children. as the pediatric teaching facility for northwestern university feinberg school of medicine, this commitment drives us to be a…

Health

For reference, the grantee most central to the portfolio’s shape is St Jude Children's Research Hospital Inc and the most unlike its peers is The Michelle McGann Fund 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

13 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. 13 of the 23 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)
2
Early backer (in before they grew)
13/13
Grantees still filing
11/13
Grew since you first funded

Where your money sits — by cause, then by grantee

FIDELITY INVESTMENTS CHARITABLE GIFT FUND — $817,355 · Community ImprovementFIDELITY INVESTMENTS CHARITABLE GIFT FUNDLost Tree Village Charitable Foundation — $47,500 · OtherLost Tree Villa…JUPITER MEDICAL FOUNDATION — $40,000 · OtherJUPITER MEDICAL…JUPITER MED CENTER FOUNDATION — $10,000 · OtherJUPITER MED CEN…LURIE CANCER CENTER — $10,000 · OtherLURIE CANCER CE…EVANS SCHOLARS FOUNDATION — $9,500 · OtherEVANS SCHOLARS …THE GLADNEY CENTER — $7,500 · OtherTHE GLADNEY CEN…LOST TREE CHAPEL INC — $5,000 · OtherST PAUL OF THE CROSS — $5,000 · Other+3 more — $4,000 · OtherTHE PAT GREEN FOUNDATION — $12,500 · Human ServicesCHILDREN'S HOME & AID SOCIETY OF ILL — $10,000 · Human ServicesMISERICORDIA HOME — $3,500 · Human ServicesMadonna Mission — $2,500 · Human ServicesNorthwestern University — $15,000 · Recreation & SportsMILLENNIUM PARK FOUNDATION — $1,000 · Recreation & SportsNicklaus Children's Health Care Foundation — $6,250 · PhilanthropyThe Michelle McGann Fund Inc — $3,000 · PhilanthropyST JUDE CHILDREN'S RESEARCH HOSPITAL INC — $1,800 · HealthUniversity of Chicago — $1,000 · EducationPLAY FOR PINK INC — $250 · Crime & Legal
Community Improvement$817,355Other$138,500Human Services$28,500Recreation & Sports$16,000Philanthropy$9,250Health$1,800Education$1,000Crime & Legal$250

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 budgetFIDELITY INVESTMENTS CHARITABLE GIFT FUND — $817,355 over 2y, 0.0% of budgetLost Tree Village Charitable Foundation — $47,500 over 5y, 0.3% of budgetNorthwestern University — $15,000 over 1y, 0.0% of budgetTHE PAT GREEN FOUNDATION — $12,500 over 2y, 15% of budgetCHILDREN'S HOME & AID SOCIETY OF ILL — $10,000 over 2y, 0.0% of budgetNicklaus Children's Health Care Foundation — $6,250 over 2y, 0.0% of budgetMISERICORDIA HOME — $3,500 over 1y, 0.0% of budgetThe Michelle McGann Fund Inc — $3,000 over 3y, 0.3% of budgetMadonna Mission — $2,500 over 3y, 0.2% of budgetST JUDE CHILDREN'S RESEARCH HOSPITAL INC — $1,800 over 1y, 0.0% of budgetMILLENNIUM PARK FOUNDATION — $1,000 over 1y, 0.0% of budgetUniversity of Chicago — $1,000 over 1y, 0.0% of budgetPLAY FOR PINK INC — $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.

National Philanthropic TrustPA10.7× affinity5 shared granteesties to 2 of 2Hover any node to trace its alignments.Compare side by side →

Open a dossier: National Philanthropic Trust · 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 Sam Family Foundation 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 · 40%1%4%8%15%your share of their income ↑0%5%10%15%20%share of the org’s income from government
    no gov moneyreceives it· size = income
    4get no government money at all
    1report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–20%
    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.

    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Sam Family Foundation?

    Find your warmest path to Sam Family Foundation 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 23 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 2020, released 2020. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

    More from the funding graph