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· Private foundation

The Marilyn and Sonny Oates Foundation

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.

$9.7M
Granted FY2020
13
Grants FY2020
2
States reached
$7.0M
Largest

Read this first · the figures below need context

93% of The Marilyn and Sonny Oates Foundation’s FY2024 grant dollars went to Communities Foundation Of Texas Inc, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2024 names 10 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2020, the last year The Marilyn and Sonny Oates Foundation named its own grantees at scale: 5 organizations, $10M. It is dated, not current.

Organizations named directly on the return

7
’17
7
’18
5
’19
5
’20
3
’21
0
’22
4
’23
10
’24

Amber years are those where most dollars went to a sponsor.

01What it funds
0198% classified

What it funded, over time

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

Philanthropy$10MReligion$8.7MHealth$1.8MCivil Rights$1.0MHuman Services$795kEnvironment$170kEducation$134kYouth Development$130kOther$0
02FY2020 · 13 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2020

  • Under $10k1 grant · $5k
  • $10k–50k6 grants · $115k
  • $50k–250k3 grants · $450k
  • $250k+3 grants · $9.1M
$25,000
Median grant
2
States reached
$0
Total assets
Largest grants
RecipientAmount
FIRST BAPTIST CHURCH OF DALLAS$7,000,000
MEDIALLIANCE INTERNATIONAL$1,100,000
MISSION DIGNITY$1,000,000
M D ANDERSON CANCER CENTER$200,000
BAYLOR SCOTT & WHITE HOSPITAL FOUNDATION$150,000
CRYSTAL CHARITY BALL$100,000
COMMUNITY PARTNERS OF DALLAS$25,000
DABS - FRIENDS OF THE DALLAS ARBORETUM$25,000
STARS SCHOLARSHIP FUND$25,000
WREATHS ACROSS AMERICA$20,000
PSJA EDUCATION FOUNDATION$10,000
SUSAN G KOMEN RACE FOR THE CURE$10,000
Individual grant recipient$5,000
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, $275k) land where the poverty rate runs at 13%, against an area that typically sits at 12%. 82% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 12%PATRIOT PAWS SERVICE DOGS: $50k → 5%FAMILY VIOLENCE PREVENTION SERVICES INC: $40k → 16%MEN OF NEHEMIAH: $5k → 14%COMMUNITY PARTNERS OF DALLAS: $105k → 14%COMMUNITY PARTNERS OF DALLAS: $25k → 14%COMMUNITY PARTNERS OF DALLAS: $25k → 14%COMMUNITY PARTNERS OF DALLAS: $25k → 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
IL
OR
PA
MD
TN
NC
DC
MS
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.

83%of every dollar goes to organizations it has funded before.
$11M · 16 repeat orgs$2.2M to everyone else

16 repeat relationships: 10 still active in FY2020, 6 since wound down; 14 grantees were first funded in FY2020 (too recent to call). Read against FY2020, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

16
15

Total granted

$11M
$480k

Median revenue growth · since first grant

+53%
+72%

Still filing today

63%
47%

New vs renewed · share of each year

In FY2024, 69% of grant dollars renewed an existing relationship; $263k 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
HealthHuman ServicesReligionEducationYouth DevelopmentPhilanthropyOther
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

  • TC
    THE CRYSTAL CHARITY BALL
    2× · 2020–2021 · $200k · revenue +32%
  • CP
    CHILD PROTECTIVE SERVICES COMMUNITY PARTNERS INC
    4× · 2018–2024 · $180k · revenue +25%
  • SP
    SAMARITAN'S PURSE
    2× · 2023–2024 · $120k · revenue +53%

Funded once

  • HE
    HEALTH-TEXAS EDUCATION FUNDBAYLOR FOUNDATION
    one grant, 2017 · $100k
  • US
    UT SOUTHWESTERN MEDICAL CENTER
    one grant, 2017 · $50k
  • MS
    MERCY STREET
    one grant, 2017 · $50k · revenue -10%
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
Dallas County Medical Society

The mission of the dallas county medical society is to promote public health and advocate for physicians and their relationship with patients, while upholding professionalism in the practice of medicine.

—
2
Dallas-Fort Worth Hospital Council

The mission of the Dallas-Fort Worth Hospital Council is to drive evidence-based improvement in patient care and health equity throughout the region.

—
3
Dallas International University

As a christian university, we provide education and research opportunities preparing global leaders to partner with local communities.

Education
4
Mhs Physicians of Texas

Memorial hermann health system is a nonprofit, values-driven, community-owned health system dedicated to improving health. our vision is to create healthier communities, now and for generations to come. our values are community,…

Health
5
Dcms Foundation

The dcms foundation's mission is to improve the quality and distribution of health services throughout dallas county.

Health
6
Dallas Physician Medical Services for Children Inc

Provide dental, general pediatric, and pediatric sub-specialty services, including, but not limited to emergency department coverage, inpatient coverage, orthopedic surgery, and craniofacial orthodontics regardless of payor source or…

Health
7
Travis County Medical Society

Travis county medical society (tcms) represents the medical profession in matters of importance to the membership and the community it serves.

—
8
Texas Pharmacy Association

The association's purpose is to promote the role of the pharmacist and the practice of pharmacy in the state of texas.

—
9
Texas Medical Association

The texas medical association (tma), the nation's largest and one of the oldest state medical societies, represents over 59,000 physicians and medical students dedicated to enhancing the health of all texans. in collaboration with 110…

—
10
Dallas Seminary Foundation

To support the mission of Dallas Theological Seminary by offering charitable planned giving and other related services to friends of the Seminary.

Education
11
Cook Children's Medical Center - Prosper

Knowing that every child's life is sacred, our promise is to improve the health of every child in our region through the prevention and treatment of illness, disease and injury.

Health
12
Texas Tribune Inc

The texas tribune promotes civic engagement and public education across the state by producing and sharing for free public data interactives, statewide events and intensive and daily reporting on texas public policy, politics and current…

Education
How this is measured
The grantee most central to the portfolio’s shape is Communities Foundation of Texas Inc; the most unlike its peers is Friends of the Highland Park Library. 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

25 grantees tracked through their own filings, 2017–2025.

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 2025, not grant rows in a single year, so this will not match the grant count on the cover. 25 of the 46 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.

1
Load-bearing (≥25% of a budget)
5
Early backer (in before they grew)
24/25
Grantees still filing
20/25
Grew since first funded

Where the money sits, by cause and then by grantee

COMMUNITIES FOUNDATION OF TEXAS INC: $10,461,482 · PhilanthropyCOMMUNITIES FOUNDATION OF TEXAS INC+1 more: $200,000 · PhilanthropyFIRST BAPTIST CHURCH OF DALLAS: $7,150,000 · OtherFIRST BAPTIST CHURCH OF DALLASM D ANDERSON CANCER CENTER: $1,250,000 · OtherM D ANDERSON CANCER CENTERMISSION DIGNITY: $1,000,000 · OtherMISSION DIGNITY+22 more: $1,188,500 · Other+22 moreMEDIALLIANCE INTERNATIONAL INC: $1,350,000 · ReligionSAMARITAN'S PURSE: $120,000 · Religion+1 more: $10,000 · ReligionCHILD PROTECTIVE SERVICES COMMUNITY PARTNERS INC: $180,000 · Human ServicesPATRIOT PAWS SERVICE DOGS: $50,000 · Human ServicesDALLAS FURNITURE BANK: $50,000 · Human ServicesFAMILY VIOLENCE PREVENTION SERVICES INC: $40,000 · Human Services+1 more: $5,000 · Human ServicesCHILDREN'S HEALTH SYSTEM OF TEXAS: $100,000 · HealthCROHN'S & COLITIS FOUNDATION INC: $20,000 · HealthST JUDE CHILDREN'S RESEARCH HOSPITAL INC: $15,000 · HealthABILITY CONNECTION TEXAS: $10,000 · Health+2 more: $10,000 · HealthSTARS SCHOLARSHIP FUND: $100,000 · Education+2 more: $3,000 · EducationMERCY STREET: $50,000 · Youth DevelopmentBOY SCOUTS OF AMERICA 571 CIRCLE TEN COUNCIL: $50,000 · Youth Development
Philanthropy$10,661,482Other$10,588,500Religion$1,480,000Human Services$325,000Health$155,000Education$103,000Youth Development$100,000

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 budgetCOMMUNITIES FOUNDATION OF TEXAS INC: $10,461,482 over 1y, 4.2% of budgetMEDIALLIANCE INTERNATIONAL INC: $1,350,000 over 2y, 83% of budgetTHE CRYSTAL CHARITY BALL: $200,000 over 2y, 1.4% of budgetCHILD PROTECTIVE SERVICES COMMUNITY PARTNERS INC: $180,000 over 4y, 2.2% of budgetSAMARITAN'S PURSE: $120,000 over 2y, 0.0% of budgetCHILDREN'S HEALTH SYSTEM OF TEXAS: $100,000 over 2y, 0.0% of budgetSTARS SCHOLARSHIP FUND: $100,000 over 4y, 4.5% of budgetMERCY STREET: $50,000 over 1y, 1.3% of budgetBOY SCOUTS OF AMERICA 571 CIRCLE TEN COUNCIL: $50,000 over 1y, 0.4% of budgetPATRIOT PAWS SERVICE DOGS: $50,000 over 1y, 2.6% of budgetDALLAS FURNITURE BANK: $50,000 over 2y, 5.8% of budgetFAMILY VIOLENCE PREVENTION SERVICES INC: $40,000 over 1y, 0.7% of budgetWreaths Across America: $20,000 over 1y, 0.1% of budgetCROHN'S & COLITIS FOUNDATION INC: $20,000 over 3y, 0.0% of budgetST JUDE CHILDREN'S RESEARCH HOSPITAL INC: $15,000 over 2y, 0.0% of budgetWELL COMMUNITY: $10,000 over 1y, 2.8% of budgetABILITY CONNECTION TEXAS: $10,000 over 1y, 0.1% of budgetMEN OF NEHEMIAH INC: $5,000 over 1y, 0.3% of budgetKIDNEYTEXAS INC: $5,000 over 1y, 3.0% of budgetNATIONAL PSORIASIS FOUNDATION: $5,000 over 1y, 0.0% of budgetMEDECINS SANS FRONTIERES USA INC: $5,000 over 1y, 0.0% of budgetHIGHLAND PARK ISD EDUCATION FOUNDATION: $2,000 over 2y, 0.0% of budgetSalesmanship Club of Dallas: $1,500 over 1y, 0.0% 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.

  • Who funds COMMUNITIES FOUNDATION OF TEXAS INC ↗
  • Who funds MEDIALLIANCE INTERNATIONAL INC ↗
  • Who funds THE CRYSTAL CHARITY BALL ↗
  • Who funds CHILD PROTECTIVE SERVICES COMMUNITY PARTNERS INC ↗
  • Who funds SAMARITAN'S PURSE ↗
  • Who funds CHILDREN'S HEALTH SYSTEM OF TEXAS ↗
  • Who funds STARS SCHOLARSHIP FUND ↗
  • Who funds MERCY STREET ↗
  • Who funds BOY SCOUTS OF AMERICA 571 CIRCLE TEN COUNCIL ↗
  • Who funds PATRIOT PAWS SERVICE DOGS ↗
  • Who funds DALLAS FURNITURE BANK ↗
  • Who funds FAMILY VIOLENCE PREVENTION SERVICES INC ↗
  • Who funds Wreaths Across America ↗
  • Who funds CROHN'S & COLITIS FOUNDATION INC ↗
  • Who funds ST JUDE CHILDREN'S RESEARCH HOSPITAL INC ↗
  • Who funds WELL COMMUNITY ↗
  • Who funds ABILITY CONNECTION TEXAS ↗
  • Who funds MEN OF NEHEMIAH INC ↗
  • Who funds KIDNEYTEXAS INC ↗
  • Who funds NATIONAL PSORIASIS FOUNDATION ↗

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.

Communities Foundation of Texas IncTX21.1× affinity9 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Communities Foundation of Texas Inc · The Dallas Foundation · Texas Instruments Foundation · Hoblitzelle Foundation · W P & Bulah Luse Foundation · The Moody Foundation · Community Foundation of North Texas (Tax · Marilyn Augur Family Foundation · Arkay Foundation Inc · Hegi Family Foundation · The Bill & Katie Weaver Charitable Trust · The Rosewood 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 Marilyn and Sonny Oates Foundation funds: left to right is the share of its income from government, bottom to top the share from The Marilyn and Sonny Oates Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%6%23%51%90%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
    6report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–10%
    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 Marilyn and Sonny Oates Foundation?

    Find your warmest path to The Marilyn and Sonny Oates Foundation 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 46 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 2020, released 2020. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Marilyn and Sonny Oates’ filings →

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