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Plinth

· Private foundation

The HEP Foundation Business Trust L Edwin Paulson Jr Trustee

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.

$2k
Granted FY2025still arriving
6
Grants FY2025still arriving
2
States reached
$500
Largest
01What you fund
01

What you funded, over time

By grantee IRS cause code (NTEE).

A cause breakdown isn’t shown here: 86% of The HEP Foundation Business Trust L Edwin Paulson Jr Trustee’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.

02FY2025 · 6 grants

Where the money goes

Your grants by size, and where they go.

$200
Median grant
2
States reached
$25k
Total assets
Largest grants
RecipientAmount
First Presbyterian Church$500
Easterseals$400
Sayre School$200
Lexington Humane Society$200
Charleston Animal Society$150
Cardinal Hill Foundation$100
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 (FY17–20, $2k) land where the poverty rate runs at 11%, against an area that typically sits at 11%. 40% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.

area typical 11%CORPUS CHRISTI CLASSICAL ACADEMY: $500 → 9%CORPUS CHRISTI CLASSICAL ACADEMY: $400 → 9%HOSPICE OF THE BLUEGRASS: $600 → 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
OH
PA
KY
VA
SC
GA
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.

87%of every dollar goes to organizations you’ve funded before.
$396k · 19 repeat orgs$59k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +32% since the first grant, against +28% for the ones you funded once.

19 repeat relationships — 5 still active in FY2025, 14 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

19
37

Total granted

$396k
$59k

Median revenue growth · since first grant

+32%
+28%

Still filing today

37%
46%

New vs renewed · share of each year

In FY2025, 90% of grant dollars renewed an existing relationship; $150 went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

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

’17’18’19’20’21’22’23’24’25
Arts & CultureEducationAnimalsHuman ServicesRecreation & SportsHealthOther

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

  • SS
    SAYRE SCHOOL
    7× · 2017–2025 · $27k · revenue +32%
  • LS
    LEXINGTON SCHOOL INC
    2× · 2022–2023 · $1k · revenue +14%
  • CC
    CORPUS CHRISTI INC
    2× · 2017–2018 · $900 · revenue +27%

Funded once

  • TH
    THE HOPE CENTER INCgraduated
    one grant, 2023 · $15k · revenue +67%
  • PM
    PHI MU FOUNDATION INCgraduated
    one grant, 2018 · $13k · revenue +51%
  • TB
    TOWN BRANCH PARK INC
    one grant, 2023 · $10k · revenue -74%

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
Commerce Lexington Inc

To represent our members, creating the environment and opportunity for economic prosperity and quality living in central kentucky.

2
Civiclex Incorporated

Civiclex strengthens civic health in lexington, kentucky, by helping our community understand and get involved in local issues, connect with their neighbors and make decisions in a better way.

Arts & Culture
3
Lexington Philharmonic Society Inc

To foster excellence and innovation in performances and presentation of great music; to enrich the lives of our diverse citizenry; to educate current and future audiences and to bring distinction to our community through the orchestra's…

Arts & Culture
4
Lexington Cemetery Company

To honor, celebrate, and maintain in perpetuity the beauty and dignity of our cemetery for past, present, and future generations.

5
Lexington Public Library Foundation

The lexington public library foundation envisions a thriving public library enriched by philanthropy and advocacy.

Education
6
Lexington Public Library

Our mission is to enrich and connect our community through welcoming spaces, engaged staff, diverse resources, and lifelong learning opportunities. we create a stronger community by meeting our customers where and how they need us and…

Education
7
The Land Trust for Tennessee Inc

To conserve the unique character of tennessee's natural and historic landscapes and sites for future generations.

Environment
8
Lexington Christian Academy

Lexington christian academy is an independent college preparatory school that exists to educate young men and women in the arts and sciences in the context of a complete commitment to the gospel of jesus christ.

Education
9
Washington and Lee University

Mission statement of washington and lee university: washington and lee university provides a liberal arts education that develops students' capacity to think freely, critically, and humanely and to conduct themselves with honor, integrity,…

Education
10
Kentucky Bankers Association

To provide effective advocacy for the financial services industry both in kentucky and on a national level; to serve as a reliable and responsive source of information and education about areas of interest to the industry; and to provide a…

11
Louisville Collegiate School

Louisville collegiate school inspires academic excellence, extraordinary character and global citizenship.

Education
12
Cincinnati Preservation Association

To empower and educate people to value, preserve and save greater cincinnati's historic buildings, communities, landscapes and stories.

Arts & Culture

For reference, the grantee most central to the portfolio’s shape is Lexington Humane Society and the most unlike its peers is American Heart Association Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

Your grantees are a median of 57 years old; the field is 18. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number20%0%<5yr14%8%5–10yr18%4%10–20yr16%4%20–35yr14%33%35–55yr18%50%55yr+
THE FIELDby orgYOUR MONEYby value20%0%<5yr14%4%5–10yr18%0%10–20yr16%0%20–35yr14%1%35–55yr18%95%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 0.0% lost their exemption, against 12% of the field you don’t fund.

orgs you fund
0.0%0/31
the rest of the field
12%
2,432/20,287

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

26 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. 26 of the 58 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)
6
Early backer (in before they grew)
26/26
Grantees still filing
20/26
Grew since you first funded

Where your money sits — by cause, then by grantee

FIRST PRESBYTERIAN CHURCH — $269,762 · OtherFIRST PRESBYTERIAN CHURCHKAPPA KAPPA GAMMA FOUNDATION — $30,000 · OtherKAPPA KAPPA GAMMA FOUNDATIONLEXINGTON ROTARY ENDOWMENT FUND — $21,900 · OtherLEXINGTON ROTARY ENDOWMENT FUNDEASTERSEALS — $14,508 · OtherUNIVERSITY OF KENTUCKY — $13,200 · Other+37 more — $45,000 · Other+37 moreSAYRE SCHOOL — $27,100 · EducationLEXINGTON SCHOOL INC — $1,150 · EducationNORTHERN KENTUCKY UNIVERSITY FOUNDATION INC — $1,000 · EducationTHE HOPE CENTER INC — $15,000 · Housing & ShelterTOWN BRANCH PARK INC — $10,000 · Recreation & SportsKENTUCKY HORSE PARK FOUNDATION INC — $750 · Recreation & SportsColumbia Art House Inc — $2,500 · Arts & CultureTHE LIVING ARTS & SCIENCE CENTER INC — $412 · Arts & CultureLEXINGTON HISTORY MUSEUM INC — $300 · Arts & CultureColonial Williamsburg Foundation — $200 · Arts & Culture+1 more — $100 · Arts & CultureCORPUS CHRISTI INC — $900 · Human ServicesHospice of the Bluegrass Inc — $600 · Human ServicesLEXINGTON HUMANE SOCIETY — $850 · AnimalsCHARLESTON ANIMAL SOCIETY — $150 · AnimalsTHOROUGHBRED AFTERCARE ALLIANCE FOUNDATI DBA THOROUGHBRED AFTERCARE ALLIANCE — $100 · Animals
Other$394,370Education$29,250Housing & Shelter$15,000Recreation & Sports$10,750Arts & Culture$3,512Human Services$1,500Animals$1,100

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

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetSAYRE SCHOOL — $27,100 over 7y, 0.1% of budgetTHE HOPE CENTER INC — $15,000 over 1y, 0.2% of budgetPHI MU FOUNDATION INC — $12,500 over 1y, 0.6% of budgetTOWN BRANCH PARK INC — $10,000 over 1y, 0.1% of budgetColumbia Art House Inc — $2,500 over 1y, 0.9% of budgetLEXINGTON SCHOOL INC — $1,150 over 2y, 0.0% of budgetPADUCAH SYMPHONY ORCHESTRA INC — $1,000 over 1y, 0.1% of budgetNORTHERN KENTUCKY UNIVERSITY FOUNDATION INC — $1,000 over 1y, 0.0% of budgetLEXINGTON HUMANE SOCIETY — $850 over 6y, 0.0% of budgetTHE ROTARY FOUNDATION OF ROTARY INTERNATIONAL — $600 over 1y, 0.0% of budgetHospice of the Bluegrass Inc — $600 over 1y, 0.0% of budgetLEXINGTON HISTORY MUSEUM INC — $300 over 2y, 0.2% of budgetAmerican Heart Association Inc — $250 over 2y, 0.0% of budgetColonial Williamsburg Foundation — $200 over 1y, 0.0% of budgetBABY HEALTH SERVICES INC — $150 over 1y, 0.1% of budgetCHARLESTON ANIMAL SOCIETY — $150 over 1y, 0.0% of budgetTAKE THE LEAD INC — $100 over 1y, 0.0% of budgetMARIEMONT PRESERVATION FOUNDATION — $100 over 1y, 0.1% of budgetTHOROUGHBRED AFTERCARE ALLIANCE FOUNDATI DBA THOROUGHBRED AFTERCARE ALLIANCE — $100 over 1y, 0.0% of budgetGARDEN CLUB OF LEXINGTON INC — $100 over 1y, 0.1% of budgetHENRY CLAY MEMORIAL FOUNDATION — $100 over 1y, 0.0% of budgetBIG BROTHERS BIG SISTERS OF THE BLUEGRASS INC — $100 over 1y, 0.0% of budgetLEXARTS INC — $100 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 SAYRE SCHOOL
  • Who funds THE HOPE CENTER INC
  • Who funds PHI MU FOUNDATION INC
  • Who funds TOWN BRANCH PARK INC
  • Who funds Columbia Art House Inc
  • Who funds LEXINGTON SCHOOL INC
  • Who funds PADUCAH SYMPHONY ORCHESTRA INC
  • Who funds NORTHERN KENTUCKY UNIVERSITY FOUNDATION INC
  • Who funds CORPUS CHRISTI INC
  • Who funds LEXINGTON HUMANE SOCIETY
  • Who funds KENTUCKY HORSE PARK FOUNDATION INC
  • Who funds THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL
  • Who funds Hospice of the Bluegrass Inc
  • Who funds THE LIVING ARTS & SCIENCE CENTER INC
  • Who funds LEXINGTON HISTORY MUSEUM INC
  • Who funds American Heart Association Inc
  • Who funds Colonial Williamsburg Foundation
  • Who funds BABY HEALTH SERVICES INC
  • Who funds CHARLESTON ANIMAL SOCIETY
  • Who funds TAKE THE LEAD 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 IncKY37.5× affinity16 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Blue Grass Community Foundation Inc · The Mt Brilliant Family Foundation (Formerly Hgg Family Foundation) · Baird Foundation Inc · Hilary Boone Foundation Inc · The Community Foundation of Louisville Inc · Crutcher Family Foundation Inc · American Water Charitable Foundationinc · Norman & Elizabeth Brown Family Charitable Corporation · Rosenstein Family Charitable Foundation Inc · Dean Dorton Allen Ford Charitable Foundation Inc · Christian Word Ministries Inc · Honorable Order of Kentucky Colonels 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 HEP Foundation Business Trust L Edwin Paulson Jr Trustee 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%0%1%3%5%your share of their income ↑0%8%15%22%30%share of the org’s income from government
    no gov moneyreceives it· size = income
    0get no government money at all
    9report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–30%
    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 58 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