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· Private foundation

The Living Well Foundation

$16k
Granted FY2019
13
Grants FY2019
3
States reached
$9k
Largest
01What it funds
0188% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2019.

Human Services$32kHousing & Shelter$26kEducation$25kInternational$15kArts & Culture$4kPublic Safety & Disaster$2kPhilanthropy$590Environment$428Other$0
02FY2019 · 13 grants

Where the money goes

Grants by size, and the largest recipients.

$400
Median grant
3
States reached
$276
Total assets
Largest grants
RecipientAmount
MCKAY INVESTMENTS LLC$9,000
Individual grant recipient$1,890
Individual grant recipient$800
Individual grant recipient$680
Individual grant recipient$450
Individual grant recipient$400
Individual grant recipient$400
Individual grant recipient$400
Individual grant recipient$400
Individual grant recipient$400
VINSON H JETTER CENTER$300
Individual grant recipient$200
Individual grant recipient$200
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:

Dollar for dollar, its grants (FY17–19) land where the poverty rate runs at 8%, against an area that typically sits at 7%. 61% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 7%BYU IDAHO: $11k → 22%LAW PUBLICATIONS: $490 → 14%ARC COMMUNITY GAMES: $500 → 11%SUMMER JOHNSON: $500 → 13%SUNBURST: $200 → 11%MARCUS SCHUPP: $3k → 16%JULIE BURRISTON: $13k → 4%TIFFANY CHILD: $1k → 6%JAMES KONTOH: $8k → 8%JORDAN LINFORD: $8k → 8%RAEANN DEROBOAM: $6k → 9%ALLYSA BUTT: $680 → 9%JOY HOAGLAND: $400 → 13%XYLEM LTD: $428 → 15%LARRY SCHULTZ: $400 → 9%ARC COMMUNITY GAMES: $500 → 11%KENDRA KELLEY: $400 → 13%MCKAY INVESTMENTS LLC: $9k → 4%CHOICE HUMANITARIAN: $11k → 8%JAMES KONTOH: $4k → 8%OGDEN CITY: $1k → 9%ANGIE PRATT: $400 → 9%ANGELA MONTANEZ: $250 → 13%EAST DUBUQUE UNIVERSITY: $200 → 11%VINSON H JETTER CENTER: $300 → 13%WALKER MORTUARY: $5k → 4%VLCM FOUNDATION: $2k → 8%LINDSAY NIELSEN: $2k → 8%CHRIS HISLOP: $1k → 9%CATHY MCCARTHY: $400 → 9%LATRINA SILMON: $1k → 13%EAST DUBUQUE UNIVERSITY: $200 → 11%TARA JOHNSON: $200 → 13%SAM FOSTER: $5k → 4%NICK ROMANO: $3k → 8%COOPER HISLOP: $799 → 9%EAST DUBUQUE UNITED: $200 → 9%LATRINA SILMON: $1k → 13%VINSON H JETTER COMMUNITY CENTER: $150 → 13%JOHN PORTER: $5k → 4%LATRINA SILMON: $450 → 13%JOHN PORTER: $4k → 4%DAE CONRAD: $1k → 9%KIWANIS FOUNDATION: $200 → 13%TENANT: $3k → 4%JULIE MURDOCK: $800 → 9%ANGELA MONTANEZ: $200 → 13%QUAIL RIDGE HOA: $2k → 4%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.
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.

14%of every dollar goes to organizations it has funded before.
$16k · 5 repeat orgs$101k to everyone else

5 repeat relationships: 2 still active in FY2019, 3 since wound down; 11 grantees were first funded in FY2019 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

5
27

Total granted

$16k
$86k

Still filing today

0%
7%

New vs renewed · share of each year

In FY2019, 4% of grant dollars renewed an existing relationship; $15k went to new ones.

50%100%’17’18’19
RenewedFirst-time
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

  • IG
    Individual grant recipient
    2× · 2017–2018 · $12k
  • IG
    Individual grant recipient
    3× · 2017–2019 · $3k
  • IG
    Individual grant recipient
    2× · 2017–2018 · $1k

Funded once

  • IG
    Individual grant recipient
    one grant, 2018 · $13k
  • IG
    Individual grant recipient
    one grant, 2017 · $11k
  • CF
    CENTER FOR HUMANITARIAN OUTREACH AND INTERCULTURAL EXCHANGE
    one grant, 2017 · $11k · revenue -23%
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
04the grantee network

2 grantees tracked through their own filings, 2017–2024.

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 2024, not grant rows in a single year, so this will not match the grant count on the cover. 2 of the 43 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)
0
Early backer (in before they grew)
2/2
Grantees still filing
0/2
Grew since first funded

Where the money sits, by cause and then by grantee

Individual grant recipient: $12,590 · OtherIndividual grant recipientIndividual grant recipient: $11,500 · OtherIndividual grant recipientIndividual grant recipient: $11,312 · OtherIndividual grant recipientMCKAY INVESTMENTS LLC: $9,000 · OtherMCKAY INVESTMENTS LLCIndividual grant recipient: $8,537 · OtherIndividual grant recipientIndividual grant recipient: $8,000 · OtherIndividual grant recipientIndividual grant recipient: $5,863 · OtherIndividual grant recipientIndividual grant recipient: $5,265 · OtherIndividual grant recipient: $5,000 · Other+33 more: $28,980 · Other+33 moreCENTER FOR HUMANITARIAN OUTREACH AND INTERCULTURAL EXCHANGE: $10,720 · InternationalCENTER FOR…
Other$106,047International$10,720

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

25%50%75%100%$1.0Mgrantee revenue →↑ funder's share of their budgetCENTER FOR HUMANITARIAN OUTREACH AND INTERCULTURAL EXCHANGE: $10,720 over 1y, 0.3% of budgetVLCM FOUNDATION: $1,600 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 CENTER FOR HUMANITARIAN OUTREACH AND INTERCULTURAL EXCHANGE ↗
  • Who funds VLCM FOUNDATION ↗

How much its grantees rely on government

Each dot is one organization The Living Well Foundation funds: left to right is the share of its income from government, bottom to top the share from The Living Well Foundation. Bigger dots raise more.

2023
’20’21’22’23’24
no gov · 00%0%1%3%5%funder's share of their income ↑0%3%5%8%10%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    0rely on government for over half their income
    ⤢ axis zoomed · 0–10%
    typical government reliance, FY20–24
    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 43 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 2019, released 2019. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Possibly out of date. A more recent filing (FY2024) is on record but names no grant recipient in the published copy, so the figures above are from FY2019, the most recent year this funder’s grantee list reached the public record.

    Source object · view filing

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