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Texas · Private foundation

The Planetary Trust

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.

$469k
Granted FY2024(still arriving)
20
Grants FY2024
20
Organizations funded FY2023
25%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$10,000
Largest grant, FY2024
$130,000
Organizations funded a year
17 to 26
FY2017 to FY2023
States reached, FY2024
5
Total assets, FY2024
$1.0M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 25% of the organizations The Planetary Trust funded were first-time grantees, receiving 1% of its grant dollars.

New vs renewed · share of each year

In FY2023, 99% of grant dollars renewed an existing relationship; $7k went to new ones.

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

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

’18’19’20’21’22’23
EnvironmentHealthEducationArts & CultureHuman ServicesOther
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.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving20$469k20%
FY202320$494k25%
FY202223$460k43%
FY202118$444k28%
FY202017$433k12%
FY201923$337k30%
FY201821$360k24%
FY201726$120kn/a
99% classified

What it funded, over time

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

Environment$1.5MEducation$980kScience & Tech$255kArts & Culture$209kInternational$152kCommunity Improvement$23kPhilanthropy$15kHealth$6kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

MT
MA
WY
CA
CO
KS
DC
TX

Top grantees

Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.

Show all 34 grantees

What it could do for these grantees

Plus 30 recipients with no EIN on record ($817k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget The Planetary Trust supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetSouthern Methodist University: $717,250 over 8y, 0.0% of budgetRocky Mountain Institute: $708,700 over 8y, 0.2% of budgetThe Biomimicry Institute: $255,000 over 4y, 5.0% of budgetGlobe Aware: $151,840 over 7y, 6.3% of budgetHockaday School: $72,100 over 7y, 0.0% of budgetThe Dallas Opera: $64,650 over 8y, 0.1% of budgetDallas Arboretum and Botanical Society Inc: $52,200 over 8y, 0.0% of budgetCommunity Center for the Arts: $47,000 over 5y, 0.4% of budgetThe Center for the Arts: $38,000 over 3y, 0.5% of budgetTexas Solar Energy Society Inc: $35,750 over 2y, 9.1% of budgetTexas Trees Foundation: $33,770 over 5y, 0.4% of budgetCitizens Climate Education Corp: $25,800 over 6y, 0.1% of budgetCeres Inc: $22,500 over 6y, 0.0% of budgetHigh Country Conservation Center: $22,000 over 3y, 0.7% of budgetDownwinders at Risk Education Fund: $16,000 over 2y, 4.9% of budgetCrested Butte Music Festival Inc: $12,350 over 3y, 0.9% of budgetHigh Country Conservation Advocates: $11,000 over 2y, 2.5% of budgetDcms Foundation: $5,000 over 1y, 0.2% of budgetSecond Nature Inc: $3,300 over 2y, 0.1% of budgetMemnosyne Institute Inc: $3,250 over 3y, 0.3% of budgetMountain Roots Food Project: $650 over 2y, 0.1% of budgetAdaptive Sports Center of Crested Butte Inc: $600 over 1y, 0.0% of budgetGunnison Valley Health Foundation: $500 over 1y, 0.0% of budgetCrested Butte Mountain Educational Radio: $300 over 3y, 0.0% of budgetHarvard Business School Publishing Corporation: $294 over 1y, 0.0% of budgetTexas Tribune Inc: $288 over 1y, 0.0% of budgetGreenpeace Inc: $160 over 1y, 0.0% of budgetThe Land Institute: $100 over 1y, 0.0% of budgetNorth Texas Public Broadcasting Inc: $60 over 1y, 0.0% of budgetAmerican Solar Energy Society Inc: $45 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 30.

Nonprofits that may fit its grantmaking

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.

Dea Family FoundationDE17.9× affinity6 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Dea Family Foundation · Community Foundation of the Gunnison Valley · The Dallas Foundation · Greater Houston Community Foundation · Colorado Gives Foundation · Dallas Jewish Community Foundation · Communities Foundation of Texas Inc · Patagoniaorg · Texas Instruments Foundation · Shell USA Company Foundation · Raymond James Charitable Endowment Fund · Vanguard Charitable Endowment Program

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.

Compare The Planetary Trust with peer funders

About The Planetary Trust

How much does The Planetary Trust give?
The Planetary Trust reported 20 grants totaling $469,484 in its FY2024 IRS filing. It funded between 17 and 26 organizations a year over FY2017 to FY2023.
What does The Planetary Trust fund?
By grant dollars over FY2017 to FY2024, its largest causes are Environment (47%), Education (31%), Science & Tech (8%).
Who are The Planetary Trust's largest grantees?
By total granted over FY2017 to FY2024: Southern Methodist University ($717k), Rocky Mountain Institute ($709k), The Biomimicry Institute ($255k).
Does The Planetary Trust fund new organizations?
In FY2023, 25% of the organizations it funded were first-time grantees.
Does The Planetary Trust accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as The Planetary Trust?
Its strongest co-funders, measured against what their size predicts, include Dea Family Foundation, Community Foundation of the Gunnison Valley, The Dallas Foundation.
Where is The Planetary Trust based?
The Planetary Trust is based in TX.

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 66 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

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