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The L & M Charitable Foundation Inc at a glance

· Private foundation

The L & M Charitable Foundation Inc

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.

$645k
Granted FY2024still arriving
33
Grants FY2024still arriving
6
States reached
$100k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0196% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Education$1.2MHuman Services$606kRecreation & Sports$472kHealth$337kInternational$220kPhilanthropy$217kHousing & Shelter$188kReligion$166kOther$0
02FY2024 · 33 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k12 grants · $36k
  • $10k–50k16 grants · $269k
  • $50k–250k5 grants · $340k
$10,000
Median grant
6
States reached
$15M
Total assets
Largest grants
RecipientAmount
CHEROKEE HOME FOR CHILDREN$100,000
GENESIS WOMEN'S SHELTER$72,500
SCOTTISH RITE FOR CHILDREN$62,500
DALLAS ARBORETUM AND BOTANICAL GARD$55,000
JOHN AUSTIN CHELEY FOUNDATION$50,000
FORT WORTH COUNTRY DAY SCHOOL$40,000
COLORADO ROCKY MOUNTAIN SCHOOL$40,000
EPISCOPAL CHURCH OF THE NATIVITY$22,000
THE MCCALLIE SCHOOL$20,000
NOLS FUND$20,000
THE GIRLS SCHOOL OF AUSTIN$15,000
NORTH TEXAS FOOD BANK$15,000
HILLCREST SCHOOL$15,000
WATERSHED SCHOOL$12,000
PILLOW ACADEMY$10,000
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 (FY17–24, $513k) land where the poverty rate runs at 15%, against an area that typically sits at 9%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%CASA DE AMIGOS: $25k → 12%GATEWAY OF GRACE: $25k → 14%CHEROKEE HOME FOR CHILDREN: $100k → 19%VOICES FOR CHILDREN: $2k → 22%A PRECIOUS CHILD: $500 → 5%CASA DE AMIGOS: $25k → 12%GATEWAY OF GRACE: $20k → 14%CHEROKEE HOME FOR CHILDREN: $50k → 19%INCARNATION HOUSE: $40k → 14%CHEROKEE HOME FOR CHILDREN: $10k → 19%CASA DE AMIGOS: $20k → 12%CHEROKEE HOME FOR CHILDREN: $10k → 19%CASA DE AMIGOS: $20k → 12%INCARNATION HOUSE: $15k → 14%CASA DE AMIGOS: $15k → 12%INCARNATION HOUSE: $5k → 14%CASA DE AMIGOS: $10k → 12%MANOR PARK: $10k → 12%MANOR PARK: $10k → 12%MANOR PARK: $5k → 12%THE FAMILY PLACE: $20k → 14%THE FAMILY PLACE: $20k → 14%THE FAMILY PLACE: $15k → 14%THE FAMILY PLACE: $10k → 14%INTERFAITH FAMILY SERVICES: $10k → 14%THE BRIDGE: $10k → 14%INTERFAITH FAMILY SERVICES: $5k → 14%THE BRIDGE: $5k → 14%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
NY
MA
WY
CT
CO
TN
MS
AL
TX
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.

94%of every dollar goes to organizations it has funded before.
$3.6M · 60 repeat orgs$233k to everyone else

60 repeat relationships: 27 still active in FY2024, 33 since wound down; 6 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

60
22

Total granted

$3.6M
$173k

Median revenue growth · since first grant

+39%
+71%

Still filing today

55%
77%

New vs renewed · share of each year

In FY2024, 91% of grant dollars renewed an existing relationship; $60k 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
EducationHuman ServicesAnimalsHealthRecreation & SportsArts & CultureOther
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

  • JA
    JOHN AUSTIN CHELEY FOUNDATION INC
    8× · 2017–2024 · $299k · revenue +14%
  • SE
    SEED EFFECT
    7× · 2017–2023 · $220k · revenue +409%
  • FW
    FORT WORTH COUNTRY DAY SCHOOL INC
    7× · 2018–2024 · $208k · revenue +36%

Funded once

  • SF
    SUSTAINABLE FOOD CENTERgraduated
    one grant, 2022 · $50k · revenue +156%
  • WS
    WALDORF SCHOOL ASSOCIATION OF BOULDER INCgraduated
    one grant, 2020 · $20k · revenue +109%
  • FO
    FRIENDS OF THE MASON COUNTY COURTHO
    one grant, 2021 · $10k
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
Austin Trinity School

Trinity episcopal school (trinity) is a not-for-profit independent school whose mission is to provide an enriched academic curriculum in a christian environment. trinity is not affiliated with or sponsored by any parish. we will nurture…

Education
2
Bosque School

To create transformative learning experiences that empower a diverse community of students to lead lives of intellectual curiosity, personal integrity, and compassionate contribution to a more just world.

Education
3
The Woodlands Christian Academy

TWCA is an independent, Christ-centered college preparatory school that integrates learning with biblical faith and challenges our students to reach their highest potential - intellectually, creatively, physically, and socially - for the…

—
4
Trinity Charter School

The trinity charter schools system has 11 campuses in texas. all 11 campuses work with youth who have emotional difficulties, and need active engagement in planning and guiding their own academic careers through student led credit…

Education
5
Hill Country Montessori School Inc

Provide quality education for students from pre school through middle school using the Montessori method of learning and teaching.

Education
6
Presbyterian School

Family, School, and Church united in the education and support of each child - this is the founding premise upon which Presbyterian School nurtures and challenges its students. The school provides an educational program of the highest…

Education
7
University Cooperative School

We take a joyful, community-oriented approach to raising engaged citizens, deep learners, and brave adventurers with the skills, creativity, and heart needed to better the world.

—
8
Fond Du Lac Christian School Inc

To serve the christian home and church by disciplining students academically and spiritually; helping each student attain a biblical worldview and their full potential as unique and beloved creations of a sovereign god.

Education
9
St John's School

See Schedule OSt. John's School is an independent, co-educational day school presenting a 13-year sequence of college preparatory training. A non-profit institution, it was founded in 1946 to provide the community with a school of exacting…

—
10
Colleyville Covenant Christian

The mission is to provide a biblically based classical college preparatory education that inspires a passion for excellence a heart of grace and the character of Christ.

Education
11
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
12
Fort Worth Academy for the Education of Children and Youth

Education of children and youth

Education
How this is measured
The grantee most central to the portfolio’s shape is The Bridge; the most unlike its peers is Allies Haven Animal Rescue. 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

57 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. 57 of the 90 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)
15
Early backer (in before they grew)
56/57
Grantees still filing
46/57
Grew since first funded

Where the money sits, by cause and then by grantee

GENESIS WOMEN'S SHELTER: $207,500 · OtherGENESIS WOMEN'S SHELTERSCOTTISH RITE FOR CHILDREN: $197,500 · OtherSCOTTISH RITE FOR CHILDRENDALLAS ARBORETUM AND BOTANICAL GARD: $195,000 · OtherDALLAS ARBORETUM AND BOTANICAL GARDALEXANDER DAWSON SCHOOL: $114,000 · OtherALEXANDER DAWSON SCHOOLHillcrest School Inc: $100,000 · OtherHillcrest School IncNOLS FUND: $75,000 · OtherEPISCOPAL CHURCH OF THE NATIVITY: $73,000 · OtherIndividual grant recipient: $60,000 · Other+50 more: $731,000 · Other+50 moreFORT WORTH COUNTRY DAY SCHOOL INC: $208,000 · EducationFORT WORTH COUNTRY D…WATERSHED SCHOOL INC: $164,500 · EducationWATERSHED SCHOOL INCGreenwood Leflore Educational Foundation Inc D/B/A Pillow Academy: $160,000 · EducationGreenwood Leflore Ed…COLORADO ROCKY MOUNTAIN SCHOOL INC: $65,000 · EducationCOLORADO ROCKY MOUNT…UNIVERSITY OF THE SOUTH: $38,000 · EducationMIDLAND COLLEGE FOUNDATION: $30,000 · Education+5 more: $50,500 · Education+5 moreCHEROKEE HOME FOR CHILDREN: $170,000 · Human ServicesCHEROKEE HOME F…CASA DE AMIGOS OF MIDLAND TEXASINC: $115,000 · Human ServicesCASA DE AMIGOS …GATEWAY OF GRACE: $75,000 · Human ServicesGATEWAY OF GRAC…The Family Place: $65,000 · Human ServicesThe Family Plac…EVERY AVENUE: $60,000 · Human ServicesEVERY AVENUEMANOR PARK INC: $25,000 · Human ServicesINTERFAITH FAMILY SERVICES: $25,000 · Human Services+3 more: $17,500 · Human ServicesJOHN AUSTIN CHELEY FOUNDATION INC: $298,500 · Recreation & SportsJOHN AUST…POOLS FOR KIDS INC: $15,500 · Recreation & SportsPine Island Camp: $15,000 · Recreation & Sports+1 more: $5,000 · Recreation & SportsTEXAS SCOTTISH RITE HOSPITAL FOR CRIPPLED CHILDREN: $150,000 · HealthCook Children's Medical Center: $63,500 · HealthST JUDE CHILDREN'S RESEARCH HOSPITAL INC: $21,000 · HealthHIGH SKY CHILDRENS RANCH INC: $10,000 · HealthSEED EFFECT: $220,000 · InternationalTHE UNION OF CONCERNED SCIENTISTS INC: $10,000 · InternationalPERMIAN BASIN AREA FOUNDATION: $135,000 · Philanthropy
Other$1,753,000Education$716,000Human Services$552,500Recreation & Sports$334,000Health$244,500International$230,000Philanthropy$135,000

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 budgetJOHN AUSTIN CHELEY FOUNDATION INC: $298,500 over 8y, 6.2% of budgetSEED EFFECT: $220,000 over 7y, 3.9% of budgetFORT WORTH COUNTRY DAY SCHOOL INC: $208,000 over 7y, 0.3% of budgetCHEROKEE HOME FOR CHILDREN: $170,000 over 4y, 1.4% of budgetWATERSHED SCHOOL INC: $164,500 over 4y, 2.4% of budgetGreenwood Leflore Educational Foundation Inc D/B/A Pillow Academy: $160,000 over 8y, 1.2% of budgetTEXAS SCOTTISH RITE HOSPITAL FOR CRIPPLED CHILDREN: $150,000 over 4y, 0.0% of budgetPERMIAN BASIN AREA FOUNDATION: $135,000 over 5y, 0.1% of budgetCASA DE AMIGOS OF MIDLAND TEXASINC: $115,000 over 6y, 2.7% of budgetHillcrest School Inc: $100,000 over 6y, 1.4% of budgetGATEWAY OF GRACE: $75,000 over 3y, 4.3% of budgetCOLORADO ROCKY MOUNTAIN SCHOOL INC: $65,000 over 2y, 0.3% of budgetThe Family Place: $65,000 over 4y, 0.1% of budgetCook Children's Medical Center: $63,500 over 7y, 0.0% of budgetEVERY AVENUE: $60,000 over 3y, 15% of budgetSUSTAINABLE FOOD CENTER: $50,000 over 1y, 1.9% of budgetNORTH TEXAS FOOD BANK: $40,000 over 3y, 0.0% of budgetUNIVERSITY OF THE SOUTH: $38,000 over 7y, 0.0% of budgetHILL COUNTRY CONSERVANCY: $32,500 over 3y, 1.7% of budgetMIDLAND COLLEGE FOUNDATION: $30,000 over 4y, 0.2% of budgetFORT WORTH MUSEUM OF SCIENCE AND HISTORY: $26,000 over 3y, 0.1% of budgetWEST TEXAS FOOD BANK: $25,000 over 2y, 0.1% of budgetMANOR PARK INC: $25,000 over 3y, 0.0% of budgetINTERFAITH FAMILY SERVICES: $25,000 over 3y, 0.4% of budgetAUSTIN STREET CENTER: $25,000 over 2y, 0.1% of budgetCentral Texas Food Bank Inc: $22,500 over 3y, 0.0% of budgetST JUDE CHILDREN'S RESEARCH HOSPITAL INC: $21,000 over 7y, 0.0% of budgetTHE MCCALLIE SCHOOL: $20,000 over 1y, 0.0% of budgetWALDORF SCHOOL ASSOCIATION OF BOULDER INC: $20,000 over 1y, 0.3% of budgetPOOLS FOR KIDS INC: $15,500 over 2y, 2.8% of budgetPine Island Camp: $15,000 over 2y, 1.5% of budgetThe Girls School of Austin Inc: $15,000 over 1y, 0.4% of budgetTHE BRIDGE: $15,000 over 2y, 0.7% of budgetALL AUSTIN COOPERATIVE SCHOOL: $10,000 over 1y, 2.6% of budgetHIGH SKY CHILDRENS RANCH INC: $10,000 over 1y, 0.1% of budgetNATURAL RESOURCES DEFENSE COUNCIL INC: $10,000 over 1y, 0.0% of budgetTARA INSTITUTE OF THE PERFORMING ARTS: $10,000 over 1y, 0.6% of budgetTHE UNION OF CONCERNED SCIENTISTS INC: $10,000 over 1y, 0.0% of budgetSUFFIELD ACADEMY: $8,000 over 6y, 0.0% of budgetALABAMA COASTAL FOUNDATION INC: $7,500 over 3y, 0.6% of budgetVOICES FOR CHILDREN INC: $5,000 over 1y, 1.1% of budgetUNIVERSITY OF MISSISSIPPI FOUNDATION: $5,000 over 5y, 0.0% of budgetAUSTIN PARKS FOUNDATION: $5,000 over 1y, 0.0% of budgetNATIONAL COWGIRL MUSEUM AND HALL OF FAME INC: $5,000 over 1y, 0.2% of budgetTHE PRESBYTERIAN NIGHT SHELTER OF TARRANT COUNTY: $5,000 over 1y, 0.0% of budgetARTPLACE MISSISSIPPI INC: $2,500 over 4y, 1.1% of budgetRIVERTREE ACADEMY: $2,500 over 1y, 0.1% of budgetALLIES HAVEN ANIMAL RESCUE: $2,000 over 1y, 1.1% 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 JOHN AUSTIN CHELEY FOUNDATION INC ↗
  • Who funds SEED EFFECT ↗
  • Who funds FORT WORTH COUNTRY DAY SCHOOL INC ↗
  • Who funds CHEROKEE HOME FOR CHILDREN ↗
  • Who funds WATERSHED SCHOOL INC ↗
  • Who funds Greenwood Leflore Educational Foundation Inc D/B/A Pillow Academy ↗
  • Who funds TEXAS SCOTTISH RITE HOSPITAL FOR CRIPPLED CHILDREN ↗
  • Who funds PERMIAN BASIN AREA FOUNDATION ↗
  • Who funds CASA DE AMIGOS OF MIDLAND TEXASINC ↗
  • Who funds Hillcrest School Inc ↗
  • Who funds GATEWAY OF GRACE ↗
  • Who funds COLORADO ROCKY MOUNTAIN SCHOOL INC ↗
  • Who funds The Family Place ↗
  • Who funds Cook Children's Medical Center ↗
  • Who funds EVERY AVENUE ↗
  • Who funds LEFLORE CHRISTIAN SCHOOL ↗
  • Who funds SUSTAINABLE FOOD CENTER ↗
  • Who funds NORTH TEXAS FOOD BANK ↗
  • Who funds UNIVERSITY OF THE SOUTH ↗
  • Who funds HILL COUNTRY CONSERVANCY ↗
  • Who funds MIDLAND COLLEGE FOUNDATION ↗
  • Who funds FORT WORTH MUSEUM OF SCIENCE AND HISTORY ↗
  • Who funds WEST TEXAS FOOD BANK ↗
  • Who funds MANOR PARK INC ↗
  • Who funds INTERFAITH FAMILY SERVICES ↗
  • Who funds AUSTIN STREET CENTER ↗
  • Who funds Central Texas Food Bank Inc ↗
  • Who funds ST JUDE CHILDREN'S RESEARCH HOSPITAL 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.

Walter & Jere Hubbard…The Fasken FoundationPevehouse Family Foun…Scharbauer Foundation…Warren Charitable Fou…James a Buddy Davidso…Abell-Hanger Foundati…Communities Foundatio…Je and le Mabee Found…Tj Brown & Ca Lupton …Chaparral FoundationYarborough Foundation
Walter & Jere Hubbard Family FoundationTX19.9× affinity7 shared granteesties to 10 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Walter & Jere Hubbard Family Foundation · The Fasken Foundation · Pevehouse Family Foundation · Scharbauer Foundation Inc · Warren Charitable Foundation · James a Buddy Davidson Charitable Foundation · Abell-Hanger Foundation · Communities Foundation of Texas Inc · Je and le Mabee Foundation Inc · Tj Brown & Ca Lupton Foundation · Chaparral Foundation · Yarborough Foundation

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 L & M Charitable Foundation Inc funds: left to right is the share of its income from government, bottom to top the share from The L & M Charitable Foundation Inc. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 20%1%5%11%20%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →
    no gov moneyreceives it· size = income
    2get no government money at all
    14report government grants on their 990 we could not trace to a source (not plotted)
    0rely 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.

    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 90 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 L & M’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