· Private foundation
The Daniel E Offutt III Charitable Trust
Its FY2022 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
What you funded, over time
By grantee IRS cause code (NTEE).
A cause breakdown isn’t shown here: 63% of THE DANIEL E OFFUTT III CHARITABLE TRUST’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.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2022
- Under $10k1 grant · $400
- $10k–50k9 grants · $183k
- $50k–250k5 grants · $598k
- $250k+6 grants · $6.9M
| Recipient | Amount |
|---|---|
| FUND FOR LACHAT TOWN FARM INC | $2,978,951 |
| WESTON HISTORICAL SOCIETY | $2,086,846 |
| CHARLES SCHWAB CHARITABLE FUND | $635,297 |
| TEMPLE EMANU-EL | $500,000 |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | $400,000 |
| FRIENDS OF LEVITT PAVILION | $250,000 |
| Individual grant recipient | $225,000 |
| MARYLAND SALEM CHILDREN'S TRUST | $180,000 |
| GARRETT COLLEGE FOUNDATION | $78,340 |
| WILTON LAND CONSERVATION TRUST | $64,996 |
| CARVER FOUNDATION | $50,000 |
| EMBRACING OUR DIFFERENCES | $40,000 |
| DENVER WALDORF SCHOOL ASSOCIATION | $30,000 |
| WESTON DIAMOND CLUB | $21,000 |
| TOWN OF OAKLAND | $20,000 |
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.
Your human-services grants (FY20–22, $552k) land where the poverty rate runs at 9%, against an area that typically sits at 8%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
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
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.
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.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +47% since the first grant, against +12% for the ones you funded once.
16 repeat relationships — 11 still active in FY2022, 5 since wound down; 9 grantees were first funded in FY2022 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2022, 37% of grant dollars renewed an existing relationship; $4.4M went to new ones.
Where new relationships form · theme of each grantee’s first grant
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
- WHWESTON HISTORICAL SOCIETY INC3× · 2020–2022 · $3.7M · revenue +0% · 82% of their budget
- ALASPETUCK LAND TRUST2× · 2020–2021 · $1.0M · revenue +17%
- TWTHE WILY NETWORK2× · 2020–2021 · $850k · revenue +42%
Funded once
- UOUNIVERSITY OF MICHIGAN - MICHIGAN MEDICALone grant, 2020 · $2.5M
- UOUNIVERSITY OF MICHIGAN - CSE DEPTone grant, 2020 · $2.5M
- EEEcology Education Incone grant, 2021 · $600k · revenue +6% · 27% of their budget
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
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.
Wheaton college provides a transformative liberal arts education, combining theory and practice, for intellectually curious students within a collaborative and vibrant extended community and network that values and strives to create an…
The waldorf school of lexington nurtures each child's curiosity, ingenuity, and love of learning so that they can meet the future with wonder, confidence, and resilience.
Protect Connecticuts farmland for agricultural use by purchasing and accepting donations of agricultural conservation easements
Meadowbrook knows, loves, and challenges every child. together, as a diverse community with high academic, ethical and social standards, we nurture character, promote confidence, inspire creativity and foster critical thinking skills as we…
Bates is a college of the liberal arts and sciences, and is a coeducational, nonsectarian, residential college with special commitments to academic rigor, and to assuring in all of its efforts the dignity of each individual, and access to…
The westport library was established for the purpose of maintaining a public library in the town of westport, connecticut. the library is committed to empowering the individual and strengthening the community through dynamic interaction…
The primary mission of the Westchester Land Trust is to conserve, maintain and enhance the natural environment and resources of Westchester County and eastern Putnam County. The Trust acquires interests in land exhibiting important natural…
To preserve and protect westport massachusetts natural resources for people and nature, and to educate the public about the wise use of natural resources.
Laurence endeavors to develop the unique abilities and potential of each of its students in a diverse, inclusive and supportive learning community, where rich traditions and an innovative curriculum foster educational excellence and joy in…
Wentworth institute of technology is a nationally recognized private coeducational and residential university of higher education with a mission to empower, inspire and innovate through experiential learning with a core purpose of career…
The wildlands trust works throughout southeastern massachusetts to conserve and permanently protect native habitats, farmland, and lands of high ecologic and scenic value that serve to keep our communities healthy and our residents…
The mission of south shore charter school is to cultivate students the tenacity, integrity, and curiosity needed to become innovative and socially responsible leaders, ready to face and solve the ever-changing challenges facing our…
For reference, the grantee most central to the portfolio’s shape is Embracing Our Differences Inc and the most unlike its peers is Mercy Flight Se Inc dba Angel Flight Southeast. 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.
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 27 years old; the field is 16. You back the established end — and your money leans older still.
The field is 22% startups (under 5 years old) — 3% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 13% of the field you don’t fund.
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.
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 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 33 of the 59 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.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
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 WESTON HISTORICAL SOCIETY INC ↗
- Who funds FUND FOR LACHAT TOWN FARM INC ↗
- Who funds ASPETUCK LAND TRUST ↗
- Who funds THE WILY NETWORK ↗
- Who funds DONOR ADVISED CHARITABLE GIVING INC ↗
- Who funds Ecology Education Inc ↗
- Who funds MARYLAND SALEM CHILDREN'S TRUST INC ↗
- Who funds THE PERLMAN MUSIC PROGRAMSUNCOAST INC ↗
- Who funds MOTE MARINE LABORATORY INC ↗
- Who funds LIVE OAK CLASSICAL SCHOOL ↗
- Who funds Wilton Land Conservation Trust ↗
- Who funds WE CARE SOLAR ↗
- Who funds WINGSPAN PRODUCTIONS INC ↗
- Who funds RESILIENT RETREAT INC ↗
- Who funds MENGO HOSPITAL PARTNERS ↗
- Who funds BARTLETT ARBORETUM ASSOCIATION INC ↗
- Who funds Southeastern Guide Dogs Inc ↗
- Who funds Community Haven For Adults And Children With Disabilities Inc ↗
- Who funds CARTIE CORP ↗
- Who funds CLASP HOMES INC ↗
- Who funds JEWISH BIG BROTHER & BIG SISTER ASSOCIATION OF GREATER BOSTON ↗
- Who funds THE CARVER 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.
Open a dossier: The Community Foundation of Sarasota Co Inc · Fairfield County's Community Foundation Inc · Gulf Coast Community Foundation Inc · Fernwood Foundation · The Jewish Federation of Sarasota-Manatee Inc · Charles & Margery Barancik Foundation Inc · Connecticut Humanities Council Inc · Ge Aerospace Foundation · The Pfizer Foundation Inc · The Ayco Charitable Foundation · The Bank of America Charitable Foundation Inc · Gs Donor Advised Philanthropy Fund for Wealth Management 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 Daniel E Offutt III Charitable Trust 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.
- Clasp Homes Inc — 91% of income from government
- Aspetuck Land Trust — 28% of income from government
- The Carver Inc — 16% of income from government
- Thrown Stone Theatre Company — 13% of income from government
- Mote Marine Laboratory Inc — 4% of income from government
- Cartie Corp — 3% of income from government
- All Faiths Food Bank Inc — 1% of income from government
- Southeastern Guide Dogs Inc — 0% of income from government
- Mercy Flight Se Inc dba Angel Flight Southeast — 0% of income from government
- Resilient Retreat Inc — 0% of income from government
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.
Warm introductions · Powered by PlinthPlus
How do I get to The Daniel E Offutt III Charitable Trust?
Find your warmest path to The Daniel E Offutt III Charitable Trust 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.