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· 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 FY2024still arriving
20
Grants FY2024still arriving
5
States reached
$130k
Largest
01What it funds
0199% 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
02FY2024 · 20 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k6 grants · $10k
  • $10k–50k10 grants · $126k
  • $50k–250k4 grants · $333k
$10,000
Median grant
5
States reached
$1.0M
Total assets
Largest grants
RecipientAmount
ROCKY MOUNTAIN INSTITUTE$130,000
SOUTHERN METHODIST UNIVERSITY$102,200
Individual grant recipient$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
DALLAS ARBORETUM$10,000
Downwinders at Risk$10,000
TEXAS SOLOR ENERGY SOCIETY$10,000
DALLAS OPERA$10,000
HIGH COUNTRY CONSERVATION CENTER$10,000
HOCKADAY SCHOOL$10,000
PEROT MUSEUM$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 (FY21–21, $21) land where the poverty rate runs at 10%, 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%SAN FRANCISCO CITY GUIDES: $21 → 10%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

MT
MA
WY
CA
CO
KS
DC
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.

96%of every dollar goes to organizations it has funded before.
$3.0M · 34 repeat orgs$131k to everyone else

Grantees it renews have grown median revenue +27% since the first grant, against +5% for those funded once.

34 repeat relationships: 16 still active in FY2024, 18 since wound down; 4 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

34
26

Total granted

$3.0M
$131k

Median revenue growth · since first grant

+27%
+5%

Still filing today

62%
35%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $474 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
EnvironmentArts & CultureEducationHealthScience & TechCommunity ImprovementOther
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

  • Southern Methodist University
    8× · 2017–2024 · $717k · revenue +57%
  • Rocky Mountain Institute
    8× · 2017–2024 · $709k · revenue +381%
  • TB
    THE BIOMIMICRY INSTITUTE
    4× · 2017–2024 · $255k · revenue +224%

Funded once

  • BI
    BIOMIMICRY INSTITUTE
    one grant, 2022 · $100k
  • IG
    Individual grant recipient
    one grant, 2017 · $7k
  • IG
    Individual grant recipient
    one grant, 2018 · $5k
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
Terraset

Terraset uses philanthropic capital to purchase permanent, high-quality carbon removal. we pool donations from individuals, foundations, family offices, and donor advised funds, and make strategic purchases of high-quality carbon removal…

Environment
2
American Gas Association

American gas association's (the association) mission is to develop and advocate for informed, innovative, and durable policy that fulfills our nation's energy needs, environmental aspirations and economic potential. we are committed to…

—
3
The Union of Concerned Scientists Inc

The union of concerned scientists puts rigorous, independent science into action, developing solutions and advocating for a healthy, safe, and just future.

International
4
The Climate Center

The Climate Center is a climate and energy policy nonprofit working to rapidly reduce climate pollution at scale, starting in California.

Education
5
Cdp North America Inc

Cdp north america, inc. 's ("cdp-na") vision for the future is a thriving economy that works for people and planet in the long term. we focus investors and companies on taking urgent action to build a truly sustainable economy by measuring…

Environment
6
Grist Magazine Inc

Grist is an independent, non profit media organization dedicated to reporting on climate change.

Environment
7
Colorado Museum of Natural History

Be a catalyst! Ignite our community's passion for nature and science.

Arts & Culture
8
CarbonPlan

Improving the transparency and scientific integrity of climate solutions through open data and tools.

Environment
9
Native Plant Trust Inc

The organization's mission is to conserve and promote new england's native plants to ensure healthy, biologically diverse landscapes.

Environment
10
Glasstire

Glasstire is a website about visual art in Texas. Our mission is to expand the conversation about visual art in Texas.

Arts & Culture
11
Health and Environmental Sciences Institute

The health and environmental sciences institute (hesi) is a nonprofit institution whose mission is to engage scientists from academia, government, industry, nonprofit, and other research institutions to identify and resolve global health…

Science & Tech
12
Western Electricity Coordinating Council

To effectively and efficiently mitigate risks to the reliability and security of the western interconnection's bulk power system.

Public Benefit
How this is measured
The grantee most central to the portfolio’s shape is The Biomimicry Institute; the most unlike its peers is Planned Parenthood. 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

34 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. 34 of the 66 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)
6
Early backer (in before they grew)
34/34
Grantees still filing
25/34
Grew since first funded

Where the money sits, by cause and then by grantee

Rocky Mountain Institute: $708,700 · OtherRocky Mountain InstituteIndividual grant recipient: $310,000 · OtherIndividual grant recipientIndividual grant recipient: $127,000 · OtherIndividual grant recipientWestern State Colorado University: $107,500 · OtherWestern State Colorado UniversityBIOMIMICRY INSTITUTE: $100,000 · OtherBIOMIMICRY INSTITUTEWESTERN COLORADO UNIVERSITY: $60,000 · Other+40 more: $186,019 · Other+40 moreSouthern Methodist University: $717,250 · EducationSouthern Methodist Universit…HOCKADAY SCHOOL: $72,100 · EducationHOCKADAY SCHOOL+2 more: $3,538 · EducationTHE BIOMIMICRY INSTITUTE: $255,000 · Science & TechTHE BIOMI…DALLAS ARBORETUM AND BOTANICAL SOCIETY INC: $52,200 · EnvironmentTexas Solar Energy Society Inc: $35,750 · EnvironmentCITIZENS CLIMATE EDUCATION CORP: $25,800 · EnvironmentCERES INC: $22,500 · EnvironmentHIGH COUNTRY CONSERVATION CENTER: $22,000 · EnvironmentDOWNWINDERS AT RISK EDUCATION FUND: $16,000 · Environment+1 more: $45 · EnvironmentGLOBE AWARE: $151,840 · Community ImprovementThe Dallas Opera: $64,650 · Arts & CultureCommunity Center for the Arts: $47,000 · Arts & CultureTHE CENTER FOR THE ARTS: $38,000 · Arts & Culture+3 more: $654 · Arts & CultureNETWORK FOR GOOD: $10,000 · Public Safety & Disaster
Other$1,599,219Education$792,888Science & Tech$255,000Environment$174,295Community Improvement$151,840Arts & Culture$150,304Public Safety & Disaster$10,000

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 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 budgetNETWORK FOR GOOD: $10,000 over 1y, 0.0% of budgetCOMMUNITIES FOUNDATION OF TEXAS INC: $5,250 over 1y, 0.0% 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
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 Southern Methodist University ↗
  • Who funds Rocky Mountain Institute ↗
  • Who funds THE BIOMIMICRY INSTITUTE ↗
  • Who funds GLOBE AWARE ↗
  • Who funds HOCKADAY SCHOOL ↗
  • Who funds The Dallas Opera ↗
  • Who funds DALLAS ARBORETUM AND BOTANICAL SOCIETY INC ↗
  • Who funds Community Center for the Arts ↗
  • Who funds THE CENTER FOR THE ARTS ↗
  • Who funds Texas Solar Energy Society Inc ↗
  • Who funds TEXAS TREES FOUNDATION ↗
  • Who funds CITIZENS CLIMATE EDUCATION CORP ↗
  • Who funds CERES INC ↗
  • Who funds HIGH COUNTRY CONSERVATION CENTER ↗
  • Who funds DOWNWINDERS AT RISK EDUCATION FUND ↗
  • Who funds CRESTED BUTTE MUSIC FESTIVAL INC ↗
  • Who funds HIGH COUNTRY CONSERVATION ADVOCATES ↗
  • Who funds NETWORK FOR GOOD ↗
  • Who funds COMMUNITIES FOUNDATION OF TEXAS INC ↗
  • Who funds DCMS FOUNDATION ↗
  • Who funds SECOND NATURE INC ↗
  • Who funds MEMNOSYNE INSTITUTE 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.

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.

How much its grantees rely on government

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

2024
’20’21’22’23’24’25
no gov · 10%1%3%6%10%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 0%
  • Ceres Inc: 0% of income from government
  • Harvard Business School Publishing Corporation: 0% of income from government
no gov moneyreceives it· size = income
1get 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
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 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

Play a game based on Planetary’s filings →

More from the funding graph