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· Private foundation

Sharp Emma O-Ochiltree Foundation-Tr

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$190k
Granted FY2025still arriving
10
Grants FY2025still arriving
7
States reached
$96k
Largest
01What you fund
0196% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20182025.

Health$712kEducation$450kReligion$216kEnvironment$175kHousing & Shelter$118kAnimals$88kRecreation & Sports$45kPhilanthropy$40kOther$0
02FY2025 · 10 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2025

  • Under $10k4 grants · $19k
  • $10k–50k5 grants · $75k
  • $50k–250k1 grant · $96k
$10,790
Median grant
7
States reached
$3.5M
Total assets
Largest grants
RecipientAmount
ANNANDALE AT SUWANEE$96,000
CITY OF REFUGE$25,000
AUBURN UNIVERSITY FOUNDATION$17,000
SHELDRICK WILDLIFE TRUST$12,000
FIRST PRESBYTERIAN ACADEMY$10,790
SHEPHERD CENTER FOUNDATION$10,000
BLUE RIDGE CHARTER SCHOOL FOUNDATION$5,585
UNIVERSITY OF TENNESSEE FOUNDATION$5,000
SUMMIT CHARTER SCHOOL FOUNDATION$5,000
CENTRE COLLEGE$3,700
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 (FY21–21, $5k) land where the poverty rate runs at 13%, against an area that typically sits at 9%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 9%HOUSE OF CHERITH: $5k → 13%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

NY
CA
KY
TN
NC
SC
DC
AL
GA
TX

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.

88%of every dollar goes to organizations you’ve funded before.
$1.8M · 36 repeat orgs$242k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +43% since the first grant, against +18% for the ones you funded once.

36 repeat relationships — 8 still active in FY2025, 28 since wound down; 2 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

36
14

Total granted

$1.8M
$225k

Median revenue growth · since first grant

+43%
+18%

Still filing today

75%
43%

New vs renewed · share of each year

In FY2025, 91% of grant dollars renewed an existing relationship; $18k went to new ones.

50%100%’18’19’20’21’22’23’24’25
RenewedFirst-time

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

’18’19’20’21’22’23’24’25
EducationHealthEnvironmentPhilanthropyAnimalsReligionOther

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

  • TA
    The Annandale Foundation Inc
    5× · 2019–2023 · $438k · revenue +101% · 67% of their budget
  • AA
    Annandale At Suwanee Inc
    2× · 2024–2025 · $186k · revenue +19%
  • TU
    THE UNIVERSITY OF TENNESSEE FOUNDATION INC
    7× · 2019–2025 · $120k · revenue +99%

Funded once

  • AV
    ANNANDALE VILLAGE
    one grant, 2018 · $98k
  • UD
    UNC DEPARTMENT OF INFORMATION AND LIBRAR
    one grant, 2018 · $30k
  • FO
    Friends of Chapel Hill Parks and Recreation Department
    one grant, 2019 · $20k · revenue -30% · 65% of their budget

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
Furman University

The primary mission of furman as a liberal arts institution is to provide a distinctive education in fine arts, humanities, social sciences, mathematics and the sciences, as well as selected professional disciplines.

Education
2
Augustana College

Rooted in the liberal arts & sciences & lutheran expression of the christian faith, & is committed to offering a challenging education that develops qualities of mind, spirit, & body necessary for a rewarding life of leadership & service…

Education
3
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
4
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
5
Unc Health Foundation Inc

At unc health foundation, we inspire philanthropic support for unc health and unc school of medicine that transforms healthcare and provides hope to the people of north carolina and communities around the world.

Education
6
Wilson College

Wilson college empowers students to be confident and critical thinkers, creative visionaries, effective communicators, honorable leaders, and agents of justice.

Education
7
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
8
University of Virginia Foundation

To provide administrative services to university of virginia (university) entities, university associated organizations, or other entities involved in activities which support the university. to engage in matters pertaining to real…

Education
9
Embry-Riddle Aeronautical University Inc

Embry-riddle is the world leader in aviation and aerospace higher education. its mission is to teach the science, practice and business of aviation and aerospace, preparing students for productive careers and leadership roles in business,…

Education
10
George Fox University

George fox university, a christ centered community, prepares students spiritually, academically, and professionally to think with clarity, act with integrity, and serve with passion.

Education
11
Boston Architectural College

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

12
University of the Sciences in Philadelphia

University of the sciences prepares students to become leaders, innovators, and skilled practitioners in the sciences, the health professions, and related disciplines. we deliver excellence in teaching, research, and service through a safe…

For reference, the grantee most central to the portfolio’s shape is Shepherd Center Foundation Inc and the most unlike its peers is Roger's Eubanks Neighborhood. 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 backsteadyPublic University Foundatio…Independent K-8 SchoolsWildlife Rehabilitation Cen…Volunteer Fire DepartmentsSubstance Abuse TreatmentPregnancy Support ServicesFaith-Based Liberal Arts Co…Senior Support ServicesAffordable Housing Developm…Food Pantries & AssistanceCancer Support OrganizationsFaith-Based Senior LivingAnimal Rescue and AdoptionLand Conservation Organizat…
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 35 years old; the field is 11. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number28%0%<5yr17%10%5–10yr20%7%10–20yr14%32%20–35yr9%26%35–55yr13%26%55yr+
THE FIELDby orgYOUR MONEYby value28%0%<5yr17%3%5–10yr20%33%10–20yr14%26%20–35yr9%13%35–55yr13%25%55yr+

The field is 28% 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 19% of the field you don’t fund.

orgs you fund
0.0%0/34
the rest of the field
19%
10,947/58,267

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

33 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. 33 of the 52 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.

3
Load-bearing (≥25% of a budget)
8
Early backer (in before they grew)
33/33
Grantees still filing
25/33
Grew since you first funded

Where your money sits — by cause, then by grantee

The Annandale Foundation Inc — $438,089 · HealthThe Annandale Foundation IncAnnandale At Suwanee Inc — $186,000 · HealthAnnandale At Suwanee IncBLOOD CANCER UNITED INC — $25,000 · Health+3 more — $18,000 · HealthFIRST PRESBYTERIAN CHURCH OF ATLANTA — $130,000 · OtherFIRST PRESBYTERIAN CHURCH OF ATLANTAANNANDALE VILLAGE — $97,500 · OtherANNANDALE VILLAGEUNIVERSITY OF NORTH CAROLINA — $70,000 · OtherUNIVERSITY OF NORTH CAROLINAMOOREFIELDS FOUNDATION — $40,000 · OtherMOOREFIELDS FOUNDATIONFRIENDS OF LAKE GLENVILLE — $34,500 · OtherUNC DEPARTMENT OF INFORMATION AND LIBRAR — $30,000 · OtherMerrie-Woode Foundation Inc — $29,500 · OtherINTER-FAITH COUNCIL FOR SOCIAL SERVICE INC — $23,000 · Other+21 more — $202,585 · Other+21 moreTHE UNIVERSITY OF TENNESSEE FOUNDATION INC — $120,000 · EducationTHE UNIVERSITY OF …CENTRE COLLEGE — $88,700 · EducationCENTRE COLLEGEAUBURN UNIVERSITY FOUNDATION — $62,000 · EducationAUBURN UNIVERSITY …FIRST PRESBYTERIAN ACADEMY INC — $31,490 · EducationFIRST PRESBYTERIAN…+3 more — $27,500 · Education+3 moreTRIANGLE LAND CONSERVANCY INC — $75,000 · EnvironmentROGER'S EUBANKS NEIGHBORHOOD — $20,000 · EnvironmentWORLD WILDLIFE FUND INC — $15,000 · EnvironmentSIERRA CLUB FOUNDATION — $10,000 · EnvironmentSHEPHERD CENTER FOUNDATION INC — $40,000 · PhilanthropyCHAUTAUQUA FOUNDATION INC — $25,000 · PhilanthropyTIGERS UNLIMITED FOUNDATION — $20,000 · PhilanthropyMADISON OGLETHORPE ANIMAL SHELTER — $73,500 · Animals+1 more — $2,000 · AnimalsCITY OF REFUGE — $66,446 · Religion
Health$667,089Other$657,085Education$329,690Environment$120,000Philanthropy$85,000Animals$75,500Religion$66,446

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

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetThe Annandale Foundation Inc — $438,089 over 5y, 67% of budgetAnnandale At Suwanee Inc — $186,000 over 2y, 0.6% of budgetTHE UNIVERSITY OF TENNESSEE FOUNDATION INC — $120,000 over 7y, 0.0% of budgetCENTRE COLLEGE — $88,700 over 8y, 0.0% of budgetTRIANGLE LAND CONSERVANCY INC — $75,000 over 3y, 0.5% of budgetMADISON OGLETHORPE ANIMAL SHELTER — $73,500 over 6y, 6.9% of budgetCITY OF REFUGE — $66,446 over 6y, 0.1% of budgetAUBURN UNIVERSITY FOUNDATION — $62,000 over 5y, 0.0% of budgetSHEPHERD CENTER FOUNDATION INC — $40,000 over 4y, 51% of budgetFIRST PRESBYTERIAN ACADEMY INC — $31,490 over 3y, 0.2% of budgetMerrie-Woode Foundation Inc — $29,500 over 4y, 0.6% of budgetBLOOD CANCER UNITED INC — $25,000 over 2y, 0.0% of budgetCHAUTAUQUA FOUNDATION INC — $25,000 over 3y, 0.1% of budgetINTER-FAITH COUNCIL FOR SOCIAL SERVICE INC — $23,000 over 3y, 0.2% of budgetFriends of Chapel Hill Parks and Recreation Department — $20,000 over 1y, 65% of budgetROGER'S EUBANKS NEIGHBORHOOD — $20,000 over 2y, 7.5% of budgetTIGERS UNLIMITED FOUNDATION — $20,000 over 2y, 0.0% of budgetAgape Community Center — $17,000 over 5y, 0.3% of budgetWORLD WILDLIFE FUND INC — $15,000 over 3y, 0.0% of budgetNATIONAL PARK FOUNDATION — $15,000 over 3y, 0.0% of budgetHabitat for Humanity Orange County NC Inc — $15,000 over 3y, 0.1% of budgetOPEN HAND ATLANTA INC — $12,500 over 3y, 0.0% of budgetSouthern Methodist University — $10,000 over 1y, 0.0% of budgetSummit Charter School Foundation — $10,000 over 2y, 0.1% of budgetSIERRA CLUB FOUNDATION — $10,000 over 2y, 0.0% of budgetIPAS — $9,000 over 2y, 0.0% of budgetDaughters Against Alzheimer's Inc — $8,000 over 3y, 1.7% of budgetWOODWARD ACADEMY INC — $7,500 over 2y, 0.0% of budgetST JUDE CHILDREN'S RESEARCH HOSPITAL INC — $5,000 over 1y, 0.0% of budgetHouse of Cherith Inc — $5,000 over 1y, 0.2% of budgetCLUB NOVA COMMUNITY INC — $5,000 over 1y, 0.5% of budgetTHE DAVID SHELDRICK WILDLIFE TRUST USA 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 The Annandale Foundation Inc
  • Who funds Annandale At Suwanee Inc
  • Who funds THE UNIVERSITY OF TENNESSEE FOUNDATION INC
  • Who funds CENTRE COLLEGE
  • Who funds TRIANGLE LAND CONSERVANCY INC
  • Who funds MADISON OGLETHORPE ANIMAL SHELTER
  • Who funds CITY OF REFUGE
  • Who funds AUBURN UNIVERSITY FOUNDATION
  • Who funds SHEPHERD CENTER FOUNDATION INC
  • Who funds FIRST PRESBYTERIAN ACADEMY INC
  • Who funds Merrie-Woode Foundation Inc
  • Who funds BLOOD CANCER UNITED INC
  • Who funds CHAUTAUQUA FOUNDATION INC
  • Who funds INTER-FAITH COUNCIL FOR SOCIAL SERVICE INC
  • Who funds Friends of Chapel Hill Parks and Recreation Department
  • Who funds ROGER'S EUBANKS NEIGHBORHOOD
  • Who funds TIGERS UNLIMITED FOUNDATION
  • Who funds Agape Community Center
  • Who funds WORLD WILDLIFE FUND INC
  • Who funds NATIONAL PARK FOUNDATION
  • Who funds Habitat for Humanity Orange County NC Inc
  • Who funds OPEN HAND ATLANTA INC
  • Who funds Southern Methodist University
  • Who funds Summit Charter School Foundation
  • Who funds SIERRA CLUB FOUNDATION
  • Who funds IPAS
  • Who funds Daughters Against Alzheimer's Inc
  • Who funds WOODWARD ACADEMY 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.

Ochiltree Foundation of North CarolinaPA26.4× affinity10 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Ochiltree Foundation of North Carolina · Triangle Community Foundation Inc · Foundation for the Carolinas · Strowd Roses Inc · Raymond James Charitable Endowment Fund · Bertsch Family Charitable Foundation Inc · Carlson Family Foundation · United Way of the Greater Triangle Inc · Impactassetsinc · North Carolina Community Foundation · Duke Energy Foundation · Columbus 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 Sharp Emma O-Ochiltree Foundation-Tr 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 or a single department — and drag the year to watch it move.

2024
202122232425
no gov · 00%6%25%56%100%your share of their income ↑0%13%25%38%50%share of the org’s income from government
    no gov moneyreceives it· size = income
    0get no government money at all
    8report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–50%
    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 Sharp Emma O-Ochiltree Foundation-Tr?

    Find your warmest path to Sharp Emma O-Ochiltree Foundation-Tr 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 52 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 2025, released 2025. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

    More from the funding graph