How much did THE PLANETARY TRUST grant in FY2024?

A cause breakdown isn’t shown here: 59% of THE PLANETARY TRUST’s grantee dollars go to organizations outside the IRS cause taxonomy (common for large international and research funders), so a chart would be mostly “unclassified” and misrepresent the portfolio.

02beneath the categories

Past the labels — and the year it shifted

Beneath the NTEE codes, this is what the grant descriptions actually say.

…and in their own words, year by year

2018

educationfuturebringactionenvironmental

2019

enhancingfoodmusicgunnison valleysustainableenvironmental

2020

economynon profit

2021

education

2022

educational institutionfoodmuseumcrested buttesolutionseducate

2023

educational institutionissuesgunnisoncrested buttesolutions

Words distinctive to each year’s grant purposes (TF-IDF) · event-driven terms in cyan.

03FY2024 · 20 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

Under $10k6 grants · $10k
$10k–50k10 grants · $126k
$50k–250k4 grants · $333k

$10,000

Median grant

States reached

$1.5M

Total assets

Largest grants

ROCKY MOUNTAIN INSTITUTE$130,000
SOUTHERN METHODIST UNIVERSITY$102,200
TEXAS ELECTRIC TRANSPORTATION$51,000
BIOMIMICRY INSTITUTE$50,000
GLOBE AWARE$21,000
WESTERN COLORADO UNIVERSITY$20,000
CENTER FOR THE ARTS CRESTED BUTTE$15,000
TEXAS TREES FOUNDATION$10,010
Downwinders at Risk$10,000
HOCKADAY SCHOOL$10,000
HIGH COUNTRY CONSERVATION CENTER$10,000
DALLAS ARBORETUM$10,000
TEXAS SOLOR ENERGY SOCIETY$10,000
DALLAS OPERA$10,000
PEROT MUSEUM$5,000

02The need

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 (FY21–21, $21) land where the poverty rate runs at 10% — the area typically sits at 9%. 100% of those dollars reach neighborhoods with above-average need. Most of your grants land in higher-need ZIPs.

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 line in the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

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, United Way ALICE — 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.

95%of every dollar goes to organizations you’ve funded before.

$3.0M · 35 repeat orgs$146k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +30% since the first grant, against +6% for the ones you funded once.

35 repeat relationships — 16 still active in FY2024, 19 since wound down; 4 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

Total granted

$3.0M

$146k

Median revenue growth · since first grant

+30%

+6%

Still filing today

49%

38%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $474 went to new ones.

RenewedFirst-time

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

EnvironmentEducationArts & CultureHealthCommunity ImprovementFood & NutritionOther

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

Southern Methodist University
8× · 2017–2024 · $717k · revenue +35%
Rocky Mountain Institute
8× · 2017–2024 · $709k · revenue +229%
Western State Colorado University
8× · 2017–2024 · $168k · revenue +4%

Funded once

BI
BIOMIMICRY INSTITUTE
one grant, 2022 · $100k
Network for Good
one grant, 2019 · $10k · revenue -50%
ED
EARTH DAY TX
one grant, 2017 · $7k

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.

Southwest Research Institute

Benefiting government, industry & the public through innovative science & technology.

Science & Tech

Sonoma Mountain Institute

Environment

The McCombs School of Business

To provide support to The University of Texas McCombs School of Business.

Education

The Colorado College

To transform our students by providing the finest liberal arts education available, taught through the academically rigorous, immersive, and flexible block plan.

Education

Botanical Research Institute of Texas

Explore, discover, engage: we explore the critically important world of plants, collaborate to discover the role they play in our cultural and natural environments, and engage people to conserve nature and improve the human experience.

Science & Tech

Research Triangle Institute

Research Triangle Institute is one of the world's leading research institutes, dedicated(see Sch O) to improving the human condition by turning knowledge into practice. Our staff of more than 5,300 provides research and technical expertise…

Science & Tech

Houston Museum of Natural Science

The Houston Museum of Natural Science (HMNS) serves as a valuable resources for the Houston community, offering extensive collections, exciting interactive exhibits, immersive environments, engaging films, compelling traveling exhibitions,…

Arts & Culture

The University of Texas Law School

Provide support to the University of Texas School of Law.

Education

American Geosciences Institute

Dedicated to serving the geoscience community and addressing the needs of society. See Sch O

—

Texas Clean Energy Coalition

—

University of Dallas

The university of dallas is dedicated to the pursuit of wisdom, of truth, and of virtue as the proper and primary ends of education. the university seeks to educate its students so they may develop the intellectual and moral virtues,…

Education

Sundance Institute

Sundance institute is a nonprofit organization dedicated to the discovery and development of independent artists and audiences.

Arts & Culture

For reference, the grantee most central to the portfolio’s shape is The Biomimicry Institute and the most unlike its peers is The Dallas Opera. 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 33 years old; the field is 12. You back the established end — and your money leans older still.

The field is 26% startups (under 5 years old) — 7% 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 13% of the field you don’t fund.

orgs you fund

0.0%0/31

the rest of the field

13%

17,176/136,773

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.

05the grantee network

29 grantees, every filing reconciled, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.

Load-bearing (≥25% of a budget)

Early backer (in before they grew)

29/29

Grantees still filing

19/29

Grew since you first funded

Where your money sits — by cause, then by grantee

Other$1,872,529Education$792,888Community Improvement$151,840Science & Tech$150,000Environment$86,345Arts & Culture$69,944Public Safety & Disaster$10,000

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

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.

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.

Community Foundation of TheCO15.9× affinity5 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Community Foundation of The · The Dallas Foundation · Colorado Gives Foundation · Greater Houston Community Foundation · Patagoniaorg · Raymond James Charitable Endowment Fund · Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · Morgan Stanley Global Impact Funding Trust Inc · National Philanthropic Trust · Fidelity Investments Charitable Gift Fund · American Online Giving Foundation 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 organisation THE PLANETARY TRUST 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

’20’21’22’23’24

no gov moneyreceives it· size = income

1get no government money at all

0rely on government for over half their income

typical government reliance, FY20–24

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. 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.

05Through Plinth

Through Plinth

Your grantmaking, live and operational

This dossier was generated cold from public filings. In Plinth it’s a working system — every applicant assessed and every grant monitored. Here’s a taste, run on one of your grantees: High Country Conservatory.

Agentic due diligence · confidence × risk

Financial management

insufficient risk

Limited financial data in public filings.

Track record & reputation

low risk

7 years of Form 990 filings, still active.

Legal standing

low risk

US 501(c)(3); EIN 061686277 on file with current IRS Form 990 filings.

Governance

Live in Plinth

Board composition & governance documents — verified live in Plinth from the applicant.

Compliance & sanctions

Live in Plinth

OFAC / UN sanctions screening — run live in Plinth at assessment.

Program capacity

Live in Plinth

Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.

Live · Plinth’s real DD engine

Run the actual assessment on High Country Conservatory, cold from public data.

Generated live from public IRS filings + open web sources by Plinth’s agentic engine. Shown as an illustration of the product, not a formal assessment.

Post-award monitoring · continuous checks

Awaiting reportFinancial stability— Runway not derivable from filings.
WatchSustained operations— Filing through 2024; revenue contracted over the period.
On trackReliance on your funding— Your grants peaked at 7% of their budget — diversified.
Awaiting reportEvidence of delivery— Plinth collects the grantee's own monitoring reports post-award.

What you see here is static and public. In Plinth it’s operational — the full six-pillar framework on every applicant (with their own documents + live registry and sanctions checks), monitoring dashboards on every award, custom board reports, and eligibility routing for intake.

Agentic due diligenceMonitoring dashboardsCustom board reportsEligibility routing

Preview generated from this grantee’s public IRS filings and independent reporting. Pillars marked “live in Plinth” require the applicant’s submitted documents. Shown as illustration, not a formal assessment.

Warm introductions · Powered by PlinthPro

How do I get to The Planetary Trust?

Find your warmest path to The Planetary Trust through people who sit on both boards. Search for your organization and Plinth traces the introduction across shared trustees and officers.

Every link is a documented governance overlap in public IRS 990 filings — not a personal network — and each hop carries its own confidence tier. Low-confidence or distant paths are held back rather than guessed.

THE PLANETARY TRUST

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?