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Plinth

· Private foundation

The Carl Family Foundation co McDaniel Wealth Mgmt PLLC

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.

$135k
Granted FY2024still arriving
36
Grants FY2024still arriving
7
States reached
$19k
Largest
01What you fund
01

What you funded, over time

By grantee IRS cause code (NTEE).

A cause breakdown isn’t shown here: 58% of The Carl Family Foundation co McDaniel Wealth Mgmt PLLC’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.

02FY2024 · 36 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

  • Under $10k33 grants · $92k
  • $10k–50k3 grants · $44k
$2,500
Median grant
7
States reached
$0
Total assets
Largest grants
RecipientAmount
Dementia Society of America$19,383
Paws4theCause$14,500
Kiss the Ground$10,000
Presbyterian Church USA$5,000
Environmental Defense Fund$5,000
Central Kentucky Riding for Hope$5,000
Halfway Home Rescue$5,000
Ragged Edge Community Theater$5,000
Buckhorn Christian Foundation$5,000
Woodford County Humane Society$5,000
Woodford Theater$5,000
Camp Jean Dog Rescue$3,500
Second Presbyterian Church$3,000
Individual grant recipient$2,500
One Sky$2,500
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 (FY17–24, $29k) land where the poverty rate runs at 15%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 10%One Simple Wish: $500 → 11%Orphan Voice: $1k → 15%American Red Cross: $10k → 14%Orphan Voice: $1k → 15%Bluegrass Care Navigators: $5k → 15%Hopice of the Bluegrass: $3k → 15%United Way of the Bluegrass: $3k → 15%Arbor Youth Services: $2k → 15%Arbor Youth Services: $2k → 15%Arbor Youth Services: $2k → 15%Arbor Youth Services: $2k → 15%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

IL
NY
MA
OR
PA
NJ
CA
CO
NE
KY
VA
MD
AR
DC
TX
FL

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.

80%of every dollar goes to organizations you’ve funded before.
$655k · 49 repeat orgs$164k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +31% since the first grant, against +30% for the ones you funded once.

49 repeat relationships — 32 still active in FY2024, 17 since wound down; 4 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

49
48

Total granted

$655k
$137k

Median revenue growth · since first grant

+31%
+30%

Still filing today

49%
63%

New vs renewed · share of each year

In FY2024, 80% of grant dollars renewed an existing relationship; $27k 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
AnimalsHealthInternationalHuman ServicesEnvironmentFood & NutritionOther

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

  • WH
    Woodford Humane Society Inc
    7× · 2017–2024 · $28k · revenue +137%
  • ENVIRONMENTAL DEFENSE FUND INCORPORATED
    8× · 2017–2024 · $25k · revenue +202%
  • O
    OneSky
    8× · 2017–2024 · $22k · revenue +11%

Funded once

  • PC
    PRESBYTERIAN CHURCH USA
    one grant, 2017 · $10k
  • NR
    National Resources Defense Fund
    one grant, 2019 · $10k
  • AN
    American National Red Cross & Its Constituent Chapters and Branchesgraduated
    one grant, 2017 · $10k · revenue +46%

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
Kentucky Humane Society - Animal Rescue

The kentucky humane society is a champion for companion animals, through leadership, education and proactive solutions, we are creating more compassionate communities.

Animals
2
The American Society for the Prevention of Cruelty to Animals

The aspca's mission, as stated by founder henry bergh in 1866, is "to provide effective means for the prevention of cruelty to animals throughout the united states." the aspca was founded on the belief that animals are entitled to kind and…

Animals
3
The Humane Society of Austin & Travis County Inc

The austin humane society (ahs) offers comprehensive, humane, life-saving animal services, transforming the lives of animals and those who love them. because we believe homeless animals deserve a chance to thrive in a loving environment,…

Animals
4
World Wildlife Fund Inc

Wwf's mission is to conserve nature and reduce the most pressing threats to the diversity of life on earth. (continued on schedule o)

Environment
5
Humane Society of the Tennessee Valley Inc

Humane society of the tennessee valley, inc. is dedicated to providing lifesaving programs and resources to enrich the lives of people and companion animals in the communities we serve.

Animals
6
American Humane Association

Founded in 1877, american humane association, dba american humane society (american humane) is committed to ensuring the safety, welfare and well-being of animals. our leadership programs are first to serve in promoting and nurturing the…

Animals
7
Humane Society of Southern Arizona

To compassionately serve pets and the people who love them.

Animals
8
Animal Humane Society

Animal Humane Society (AHS) established in 1878 and incorporated as a nonprofit charitable organization in 1891 works to engage the hearts, hands, and minds of the community to help animals. AHS's vision is to compassionately and…

Animals
9
Animal Wellness Action

To prevent cruelty to animals, we promote enacting and enforcing good public policies. enacting good laws depends upon electing good lawmakers, and we remind voters which candidates care about and support animal issues.

Human Services
10
Michigan Humane Society

To improve and save lives through compassionate care, community engagement and advocacy for animals.

Animals
11
Humane Society for the Prevention of Cruelty to Animals

The primary mission of the humane society is to end animal cruelty, neglect and overpopulation in south carolina.

Animals
12
Best Friends Animal Society

To bring about a time when there are no more homeless pets. we do this by demonstrating and promoting exemplary animal care and building community programs and partnerships.

Animals

For reference, the grantee most central to the portfolio’s shape is Lexington Humane Society and the most unlike its peers is Rist Canyon Volunteer Fire Department. 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 backsteadyAnimal Rescue and AdoptionUrban Agriculture & Food Ac…Child and Family ServicesIndependent K-8 SchoolsElementary Literacy TutoringAt-Risk Youth MentoringVeteran Support ServicesVolunteer Fire DepartmentsFood Pantries & AssistanceEducation Equity LeadershipCommunity FoundationsHospice Care ServicesUnited Way FederationsEnvironmental Advocacy Orga…Community Health CentersChristian Missionary Organi…Cancer Support OrganizationsSubstance Abuse TreatmentLand 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 36 years old; the field is 18. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number20%0%<5yr14%4%5–10yr18%22%10–20yr16%24%20–35yr14%29%35–55yr18%22%55yr+
THE FIELDby orgYOUR MONEYby value20%0%<5yr14%1%5–10yr18%21%10–20yr16%21%20–35yr14%31%35–55yr18%26%55yr+

The field is 20% 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 3% lost their exemption, against 12% of the field you don’t fund.

orgs you fund
3%2/64
the rest of the field
12%
2,431/20,254

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

58 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. 58 of the 102 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)
10
Early backer (in before they grew)
57/58
Grantees still filing
35/58
Grew since you first funded

Where your money sits — by cause, then by grantee

Presbyterian Church USA — $40,000 · OtherPresbyterian Church USAFoster Care Council — $39,500 · OtherFoster Care CouncilCENTRAL KENTUCKY RIDING FOR HOPE INC — $34,500 · OtherCENTRAL KENTUCKY RIDING FOR HOPE INCHALFWAY HOME RESCUE INC — $34,000 · OtherHALFWAY HOME RESCUE INCWoodford Theater — $27,500 · OtherSecond Presbyterian Church — $24,500 · OtherPAWS 4 THE CAUSE INC — $21,000 · Other+58 more — $324,000 · Other+58 moreDEMENTIA SOCIETY INC — $19,383 · HealthDEMENTIA …NATIONAL PSORIASIS FOUNDATION — $18,000 · HealthNATIONAL …SURGERY ON SUNDAY INC — $10,500 · HealthSURGERY O…MISSION LEXINGTON INC — $10,000 · HealthMISSION L…CHRYSALIS HOUSE INC — $5,000 · HealthCHRYSALIS…+4 more — $4,000 · Health+4 moreWoodford Humane Society Inc — $27,500 · AnimalsMORRIS ANIMAL FOUNDATION — $11,000 · AnimalsFRIENDS OF ANIMALS OF JESSAMNE COUNTY — $5,000 · AnimalsPRIMATE RESCUE CENTER — $2,500 · AnimalsAUSTIN PETS ALIVE INC — $2,500 · AnimalsHEART OF TEXAS LAB RESCUE INC — $2,500 · AnimalsLEXINGTON HUMANE SOCIETY — $2,500 · AnimalsKENTUCKY EQUINE HUMANE CENTER INC — $2,500 · Animals+2 more — $2,000 · AnimalsOneSky — $21,500 · InternationalMEDECINS SANS FRONTIERES USA INC — $13,000 · InternationalINTERNATIONAL BOOK PROJECT INC — $10,500 · InternationalMercy Ships International — $2,500 · InternationalRAINFOREST TRUST — $2,000 · International+2 more — $2,500 · InternationalRAGGED EDGE COMMUNITY THEATRE INC — $19,500 · Arts & CultureRADIO EYE INC — $18,000 · Arts & CultureTHE JOSEPH LEGACY FOUNDATION INC — $2,500 · Arts & CultureKISS THE GROUND — $20,000 · Food & NutritionKENTUCKY HARVEST INC — $6,500 · Food & NutritionNutritionfactsorg Inc — $5,000 · Food & NutritionFeeding America — $3,000 · Food & NutritionENVIRONMENTAL DEFENSE FUND INCORPORATED — $25,000 · EnvironmentNATURAL RESOURCES DEFENSE COUNCIL INC — $4,000 · EnvironmentKENTUCKY NATURAL LANDS TRUST INC — $3,000 · EnvironmentTHE CONSERVATION FUND A NONPROFIT CORPORATION — $2,000 · Environment
Other$545,000Health$66,883Animals$58,000International$52,000Arts & Culture$40,000Food & Nutrition$34,500Environment$34,000

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 budgetCENTRAL KENTUCKY RIDING FOR HOPE INC — $34,500 over 8y, 0.8% of budgetWoodford Humane Society Inc — $27,500 over 7y, 0.6% of budgetENVIRONMENTAL DEFENSE FUND INCORPORATED — $25,000 over 8y, 0.0% of budgetOneSky — $21,500 over 8y, 0.1% of budgetPAWS 4 THE CAUSE INC — $21,000 over 3y, 9.8% of budgetKISS THE GROUND — $20,000 over 2y, 0.3% of budgetRAGGED EDGE COMMUNITY THEATRE INC — $19,500 over 7y, 6.2% of budgetDEMENTIA SOCIETY INC — $19,383 over 1y, 1.0% of budgetRADIO EYE INC — $18,000 over 8y, 1.4% of budgetNATIONAL PSORIASIS FOUNDATION — $18,000 over 6y, 0.0% of budgetCENTER FOR WOMEN CHILDREN AND FAMILIES INC — $17,000 over 8y, 0.2% of budgetMEDECINS SANS FRONTIERES USA INC — $13,000 over 2y, 0.0% of budgetBLUE GRASS COMMUNITY FOUNDATION INC — $12,000 over 6y, 0.0% of budgetMORRIS ANIMAL FOUNDATION — $11,000 over 5y, 0.0% of budgetSURGERY ON SUNDAY INC — $10,500 over 4y, 1.6% of budgetINTERNATIONAL BOOK PROJECT INC — $10,500 over 4y, 0.2% of budgetPEDIATRIC CANCER RESEARCH FOUNDATION — $10,000 over 5y, 0.1% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches — $10,000 over 1y, 0.0% of budgetMISSION LEXINGTON INC — $10,000 over 1y, 2.0% of budgetHospice of the Bluegrass Inc — $7,500 over 2y, 0.0% of budgetFAMILY SCHOLAR HOUSE INC — $7,000 over 4y, 0.0% of budgetKENTUCKY HARVEST INC — $6,500 over 3y, 1.5% of budgetARBOR YOUTH SERVICES INC — $6,000 over 4y, 0.1% of budgetThe Houston Food Bank — $5,000 over 1y, 0.0% of budgetHINDMAN SETTLEMENT SCHOOL INC — $5,000 over 1y, 0.3% of budgetSMILE TRAIN INC — $5,000 over 1y, 0.0% of budgetNutritionfactsorg Inc — $5,000 over 3y, 0.1% of budgetCHRYSALIS HOUSE INC — $5,000 over 1y, 0.1% of budgetNATURAL RESOURCES DEFENSE COUNCIL INC — $4,000 over 2y, 0.0% of budgetBLACK MALE WORKING ACADEMY INC — $3,000 over 2y, 0.4% of budgetFeeding America — $3,000 over 1y, 0.0% of budgetKENTUCKY NATURAL LANDS TRUST INC — $3,000 over 1y, 0.1% of budgetPRIMATE RESCUE CENTER — $2,500 over 1y, 0.6% of budgetNATIONAL PARK FOUNDATION — $2,500 over 1y, 0.0% of budgetAUSTIN PETS ALIVE INC — $2,500 over 1y, 0.0% of budgetTHE JOSEPH LEGACY FOUNDATION INC — $2,500 over 1y, 6.8% of budgetMercy Ships International — $2,500 over 1y, 0.0% of budgetUNITED WAY OF THE BLUEGRASS INC — $2,500 over 1y, 0.1% of budgetHEART OF TEXAS LAB RESCUE INC — $2,500 over 1y, 1.0% of budgetLEXINGTON HUMANE SOCIETY — $2,500 over 1y, 0.1% of budgetKENTUCKY EQUINE HUMANE CENTER INC — $2,500 over 1y, 0.4% of budgetTHE CONSERVATION FUND A NONPROFIT CORPORATION — $2,000 over 1y, 0.0% of budgetRAINFOREST TRUST — $2,000 over 1y, 0.0% of budgetORPHAN VOICE INC BREWER — $2,000 over 2y, 0.1% of budgetNATIONAL SCLERODERMA FOUNDATION INC — $1,500 over 1y, 0.0% of budgetONEGOAL — $1,500 over 1y, 0.0% of budgetDRESS FOR SUCCESS WORLDWIDE — $1,500 over 1y, 0.0% of budgetANDERSON HUMANE SOCIETY INC — $1,000 over 2y, 0.4% 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 CENTRAL KENTUCKY RIDING FOR HOPE INC
  • Who funds Woodford Humane Society Inc
  • Who funds ENVIRONMENTAL DEFENSE FUND INCORPORATED
  • Who funds OneSky
  • Who funds PAWS 4 THE CAUSE INC
  • Who funds KISS THE GROUND
  • Who funds RAGGED EDGE COMMUNITY THEATRE INC
  • Who funds DEMENTIA SOCIETY INC
  • Who funds RADIO EYE INC
  • Who funds NATIONAL PSORIASIS FOUNDATION
  • Who funds CENTER FOR WOMEN CHILDREN AND FAMILIES INC
  • Who funds MEDECINS SANS FRONTIERES USA INC
  • Who funds BLUE GRASS COMMUNITY FOUNDATION INC
  • Who funds MORRIS ANIMAL FOUNDATION
  • Who funds SURGERY ON SUNDAY INC
  • Who funds INTERNATIONAL BOOK PROJECT INC
  • Who funds PEDIATRIC CANCER RESEARCH FOUNDATION
  • Who funds American National Red Cross & Its Constituent Chapters and Branches
  • Who funds MISSION LEXINGTON INC
  • Who funds Hospice of the Bluegrass Inc
  • Who funds FAMILY SCHOLAR HOUSE INC
  • Who funds KENTUCKY HARVEST 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.

Blue Grass Community Foundation IncKY48.9× affinity22 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Blue Grass Community Foundation Inc · Honorable Order of Kentucky Colonels Inc · American Water Charitable Foundationinc · Lightner Sams Foundation of Wyoming · Rosenstein Family Charitable Foundation Inc · Keeneland Foundation Inc · The King's Daughters and Sons Foundation of Kentucky Inc · United Way of the Bluegrass Inc · Cralle Foundation Inc · The Community Foundation of Louisville Inc · Orphan Society of Lexington Trust · Dean Dorton Allen Ford Charitable Foundation Inc

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 The Carl Family Foundation co McDaniel Wealth Mgmt PLLC 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 · 20%1%3%6%10%your share of their income ↑0%13%25%38%50%share of the org’s income from government
    no gov moneyreceives it· size = income
    2get no government money at all
    11report 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.

    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 102 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 2024, released 2024. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

    More from the funding graph