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The Carl Family Foundation co McDaniel Wealth Mgmt PLLC at a glance

· 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 it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
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$160kAnimals$144kArts & Culture$83kHuman Services$83kEnvironment$74kInternational$50kReligion$45kPublic Safety & Disaster$41kOther$0
02FY2024 · 36 grants

Where the money goes

Grants by size, and the largest recipients.

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
Ragged Edge Community Theater$5,000
Halfway Home Rescue$5,000
Woodford County Humane Society$5,000
Buckhorn Christian Foundation$5,000
Central Kentucky Riding for Hope$5,000
Woodford Theater$5,000
Environmental Defense Fund$5,000
Camp Jean Dog Rescue$3,500
Second Presbyterian Church$3,000
English Springer Spaniel Field Tria$2,500
Individual grant recipient$2,500
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 (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 its grants land in higher-need ZIPs.

area typical 10%One Simple Wish: $500 → 11%American Red Cross: $10k → 14%Orphan Voice: $1k → 15%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
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

IL
NY
MA
OR
PA
NJ
CA
CO
NE
KY
VA
MD
AR
DC
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.
03Its grantees
repeat funding

Who it funds again

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

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

Grantees it renews have grown median revenue +31% since the first grant, against +30% for those 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
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

  • 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

  • NR
    National Resources Defense Fund
    one grant, 2019 · $10k
  • PC
    PRESBYTERIAN CHURCH USA
    one grant, 2017 · $10k
  • ML
    MISSION LEXINGTON INC
    one grant, 2017 · $10k · revenue +11%
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
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
How this is measured
The grantee most central to the portfolio’s shape is Lexington Humane Society; 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.
04the grantee network

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

Where the money sits, by cause and 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 · AnimalsHEART OF TEXAS LAB RESCUE INC: $2,500 · AnimalsKENTUCKY EQUINE HUMANE CENTER INC: $2,500 · AnimalsLEXINGTON HUMANE SOCIETY: $2,500 · AnimalsAUSTIN PETS ALIVE INC: $2,500 · AnimalsPRIMATE RESCUE CENTER: $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 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 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 budgetMISSION LEXINGTON INC: $10,000 over 1y, 2.0% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches: $10,000 over 1y, 0.0% 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 budgetHINDMAN SETTLEMENT SCHOOL INC: $5,000 over 1y, 0.3% of budgetSMILE TRAIN INC: $5,000 over 1y, 0.0% of budgetThe Houston Food Bank: $5,000 over 1y, 0.0% of budgetCHRYSALIS HOUSE INC: $5,000 over 1y, 0.1% of budgetNutritionfactsorg Inc: $5,000 over 3y, 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 budgetKENTUCKY NATURAL LANDS TRUST INC: $3,000 over 1y, 0.1% of budgetFeeding America: $3,000 over 1y, 0.0% of budgetHEART OF TEXAS LAB RESCUE INC: $2,500 over 1y, 1.0% of budgetKENTUCKY EQUINE HUMANE CENTER INC: $2,500 over 1y, 0.4% of budgetUNITED WAY OF THE BLUEGRASS INC: $2,500 over 1y, 0.1% of budgetLEXINGTON HUMANE SOCIETY: $2,500 over 1y, 0.1% of budgetTHE JOSEPH LEGACY FOUNDATION INC: $2,500 over 1y, 6.8% of budgetAUSTIN PETS ALIVE INC: $2,500 over 1y, 0.0% of budgetNATIONAL PARK FOUNDATION: $2,500 over 1y, 0.0% of budgetMercy Ships International: $2,500 over 1y, 0.0% of budgetPRIMATE RESCUE CENTER: $2,500 over 1y, 0.6% of budgetORPHAN VOICE INC BREWER: $2,000 over 2y, 0.1% of budgetTHE CONSERVATION FUND A NONPROFIT CORPORATION: $2,000 over 1y, 0.0% of budgetRAINFOREST TRUST: $2,000 over 1y, 0.0% of budgetONEGOAL: $1,500 over 1y, 0.0% of budgetDRESS FOR SUCCESS WORLDWIDE: $1,500 over 1y, 0.0% of budgetNATIONAL SCLERODERMA FOUNDATION INC: $1,500 over 1y, 0.0% of budgetHOUSTON HUMANE SOCIETY: $1,000 over 1y, 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 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 MISSION LEXINGTON INC ↗
  • Who funds American National Red Cross & Its Constituent Chapters and Branches ↗
  • Who funds Hospice of the Bluegrass Inc ↗
  • Who funds FAMILY SCHOLAR HOUSE INC ↗
  • Who funds KENTUCKY HARVEST INC ↗
  • Who funds ARBOR YOUTH SERVICES INC ↗

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.

Blue Grass Community …Honorable Order of Ke…American Water Charit…Lightner Sams Foundat…Rosenstein Family Cha…Keeneland Foundation …The King's Daughters …United Way of the Blu…Cralle Foundation IncThe Community Foundat…Orphan Society of Lex…Dean Dorton Allen For…
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

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 The Carl Family Foundation co McDaniel Wealth Mgmt PLLC funds: left to right is the share of its income from government, bottom to top the share from The Carl Family Foundation co McDaniel Wealth Mgmt PLLC. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 20%1%3%6%10%funder's 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, 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 102 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

    Play a game based on Carl Family Foundation co McDaniel Wealth Mgmt PLLC’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
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    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home