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The Daniel E Offutt III Charitable Trust at a glanceAlso receives grants: funding profile →

· 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.

$7.6M
Granted FY2022
21
Grants FY2022
7
States reached
$3.0M
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
0192% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2022.

Arts & Culture$6.4MHealth$3.6MEducation$3.1MFood & Nutrition$3.0MScience & Tech$3.0MEnvironment$2.5MPhilanthropy$665kHuman Services$644kOther$0
02FY2022 · 21 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2022

  • Under $10k1 grant · $400
  • $10k–50k9 grants · $183k
  • $50k–250k5 grants · $598k
  • $250k+6 grants · $6.9M
$50,000
Median grant
7
States reached
$0
Total assets
Largest grants
RecipientAmount
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
THE HAVEN$20,000
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 (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 its grants land in higher-need ZIPs.

area typical 8%SOUTHEASTERN GUIDE DOGS INC: $210k → 10%LOVE YOUR BRAIN FOUNDATION INC: $75k → 9%THE HAVEN: $147k → 9%THE HAVEN: $20k → 9%CARVER FOUNDATION: $50k → 9%CARVER FOUNDATION: $50k → 9%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

ME
VT
MI
MA
IA
NJ
CT
CA
CO
VA
MD
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.

41%of every dollar goes to organizations it has funded before.
$10M · 16 repeat orgs$15M to everyone else

Grantees it renews have grown median revenue +51% since the first grant, against +12% for those 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

Re-uppedFunded once

Organizations

16
33

Total granted

$10M
$10M

Median revenue growth · since first grant

+51%
+12%

Still filing today

63%
52%

New vs renewed · share of each year

In FY2022, 37% of grant dollars renewed an existing relationship; $4.4M went to new ones.

50%100%’20’21’22
RenewedFirst-time

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

’20’21’22
Arts & CultureEnvironmentEducationHuman ServicesHealthFood & 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
    WESTON HISTORICAL SOCIETY INC
    3× · 2020–2022 · $3.7M · revenue +73% · 82% of their budget
  • AL
    ASPETUCK LAND TRUST
    2× · 2020–2021 · $1.0M · revenue +17%
  • TW
    THE WILY NETWORK
    2× · 2020–2021 · $850k · revenue +42%

Funded once

  • UO
    UNIVERSITY OF MICHIGAN - MICHIGAN MEDICAL
    one grant, 2020 · $2.5M
  • UO
    UNIVERSITY OF MICHIGAN - CSE DEPT
    one grant, 2020 · $2.5M
  • EE
    Ecology Education Inc
    one grant, 2021 · $600k · revenue +6% · 27% of their budget
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
Wheaton College

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…

Education
2
The Waldorf School Inc

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.

Education
3
Connecticut Farmland Trust Inc

Protect Connecticuts farmland for agricultural use by purchasing and accepting donations of agricultural conservation easements

Food & Nutrition
4
Meadowbrook School of Weston Incorporated

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…

Education
5
President and Trustees of Bates College

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…

Education
6
Westport Library Association Inc

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…

Education
7
Westchester Land Trust Inc

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…

Environment
8
Westport Land Conservation Trust Inc

To preserve and protect westport massachusetts natural resources for people and nature, and to educate the public about the wise use of natural resources.

Environment
9
The Laurence School

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…

Education
10
Wentworth Institute of Technology Inc

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…

Education
11
Wildlands Trust Inc

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…

Environment
12
South Shore Charter School

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…

Education
How this is measured
The grantee most central to the portfolio’s shape is Embracing Our Differences Inc; 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.
04the grantee network

33 grantees tracked through their own filings, 2017–2026.

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 2026, 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

10
Load-bearing (≥25% of a budget)
8
Early backer (in before they grew)
32/33
Grantees still filing
25/33
Grew since first funded

Where the money sits, by cause and then by grantee

WESTON HISTORICAL SOCIETY INC: $3,746,846 · OtherWESTON HISTORICAL SOCIETY INCUNIVERSITY OF MICHIGAN - MICHIGAN MEDICAL: $2,500,000 · OtherUNIVERSITY OF MICHIGAN - MICHIGAN MEDICALUNIVERSITY OF MICHIGAN - CSE DEPT: $2,500,000 · OtherUNIVERSITY OF MICHIGAN - CSE DEPTWESTPORT MUSEUM: $955,000 · OtherWESTPORT MUSEUMIndividual grant recipient: $750,000 · OtherGARRETT COLLEGE FOUNDATION: $578,340 · Other+30 more: $5,465,198 · Other+30 moreFUND FOR LACHAT TOWN FARM INC: $2,978,951 · Arts & CultureFUND FOR LACHAT …THE PERLMAN MUSIC PROGRAMSUNCOAST INC: $500,000 · Arts & CultureTHE PERLMAN MUSI…CARTIE CORP: $150,000 · Arts & Culture+3 more: $157,900 · Arts & CultureASPETUCK LAND TRUST: $1,001,500 · EnvironmentASPETUCK …Ecology Education Inc: $600,000 · EnvironmentEcology E…Wilton Land Conservation Trust: $364,996 · EnvironmentWilton La…BARTLETT ARBORETUM ASSOCIATION INC: $250,000 · EnvironmentBARTLETT …THE WILY NETWORK: $850,000 · EducationLIVE OAK CLASSICAL SCHOOL: $400,000 · Education+2 more: $42,000 · EducationDONOR ADVISED CHARITABLE GIVING INC: $635,297 · PhilanthropyJEWISH BIG BROTHER & BIG SISTER ASSOCIATION OF GREATER BOSTON: $120,000 · PhilanthropyWE CARE SOLAR: $313,000 · HealthRESILIENT RETREAT INC: $250,000 · HealthMercy Flight SE Inc dba Angel Flight Southeast: $30,000 · HealthSoutheastern Guide Dogs Inc: $210,000 · Human ServicesCommunity Haven For Adults And Children With Disabilities Inc: $166,840 · Human ServicesTHE CARVER INC: $100,000 · Human ServicesLOVE YOUR BRAIN FOUNDATION INC: $75,000 · Human Services
Other$16,495,384Arts & Culture$3,786,851Environment$2,216,496Education$1,292,000Philanthropy$755,297Health$593,000Human Services$551,840

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetWESTON HISTORICAL SOCIETY INC: $3,746,846 over 3y, 82% of budgetFUND FOR LACHAT TOWN FARM INC: $2,978,951 over 1y, 84% of budgetASPETUCK LAND TRUST: $1,001,500 over 2y, 23% of budgetTHE WILY NETWORK: $850,000 over 2y, 24% of budgetDONOR ADVISED CHARITABLE GIVING INC: $635,297 over 1y, 0.0% of budgetEcology Education Inc: $600,000 over 1y, 27% of budgetMARYLAND SALEM CHILDREN'S TRUST INC: $505,000 over 2y, 60% of budgetMOTE MARINE LABORATORY INC: $500,000 over 1y, 1.4% of budgetTHE PERLMAN MUSIC PROGRAMSUNCOAST INC: $500,000 over 1y, 35% of budgetLIVE OAK CLASSICAL SCHOOL: $400,000 over 2y, 6.6% of budgetWilton Land Conservation Trust: $364,996 over 2y, 25% of budgetWE CARE SOLAR: $313,000 over 1y, 4.9% of budgetWINGSPAN PRODUCTIONS INC: $300,000 over 1y, 67% of budgetBARTLETT ARBORETUM ASSOCIATION INC: $250,000 over 1y, 17% of budgetRESILIENT RETREAT INC: $250,000 over 1y, 8.9% of budgetMENGO HOSPITAL PARTNERS: $250,000 over 1y, 92% of budgetSoutheastern Guide Dogs Inc: $210,000 over 1y, 0.9% of budgetCommunity Haven For Adults And Children With Disabilities Inc: $166,840 over 2y, 2.1% of budgetCARTIE CORP: $150,000 over 1y, 76% of budgetCLASP HOMES INC: $139,000 over 3y, 1.1% of budgetJEWISH BIG BROTHER & BIG SISTER ASSOCIATION OF GREATER BOSTON: $120,000 over 1y, 4.8% of budgetTHE CARVER INC: $100,000 over 2y, 0.8% of budgetLOVE YOUR BRAIN FOUNDATION INC: $75,000 over 1y, 8.8% of budgetEMBRACING OUR DIFFERENCES INC: $65,000 over 2y, 3.3% of budgetFRIENDS OF LACHAT INC: $58,500 over 1y, 26% of budgetMercy Flight SE Inc dba Angel Flight Southeast: $30,000 over 1y, 5.7% of budgetTHE DENVER WALDORF SCHOOL ASSOCIATION: $30,000 over 1y, 0.5% of budgetPEO Foundation: $12,000 over 1y, 0.1% of budgetALL FAITHS FOOD BANK INC: $10,000 over 1y, 0.0% of budgetSATCHELS LAST RESORT: $10,000 over 1y, 1.0% 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.

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.

The Community Foundat…Fairfield County's Co…Gulf Coast Community …Fernwood FoundationThe Jewish Federation…Charles & Margery Bar…Connecticut Humanitie…Ge Aerospace Foundati…The Pfizer Foundation…The Ayco Charitable F…The Bank of America C…Gs Donor Advised Phil…
The Community Foundation of Sarasota Co IncFL20.4× affinity8 shared granteesties to 10 of 11Hover any node to trace its alignments.Compare side by side →

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

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 Daniel E Offutt III Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from The Daniel E Offutt III Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 110%6%25%56%100%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 4%
  • 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
no gov moneyreceives it· size = income
11get no government money at all
4report government grants on their 990 we could not trace to a source (not plotted)
1rely on government for over half their income
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.
05Through Plinth

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.

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 59 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 2022, released 2022. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Daniel E Offutt III’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
The DAF merry-go-round
$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