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Thomas & Marilyn Heath Charitable Trust at a glance

· Private foundation

Thomas & Marilyn Heath Charitable Trust

Its FY2023 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$575
Granted FY2023
4
Grants FY2023
2
States reached
$175
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0189% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2023.

Arts & Culture$24kAnimals$5kEnvironment$3kEmployment$500Education$300Health$200Other$0
02FY2023 · 4 grants

Where the money goes

Grants by size, and the largest recipients.

$175
Median grant
2
States reached
$0
Total assets
Largest grants
RecipientAmount
CHICAGO BOTANICAL GARDENS$175
RAVINIA FESTIVAL$175
WTTW$175
NATIONAL WILDLIFE FEDERATION$50
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 (FY21–22, $4k) 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%PEACE RANCH: $2k → 10%PEACE RANCH: $2k → 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

IL
WI
MI
NY
OH
MO
VA
DC
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.

92%of every dollar goes to organizations it has funded before.
$34k · 8 repeat orgs$3k to everyone else

8 repeat relationships: 2 still active in FY2023, 6 since wound down; 2 grantees were first funded in FY2023 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

8
10

Total granted

$34k
$3k

Median revenue growth · since first grant

+32%
+115%

Still filing today

75%
50%

New vs renewed · share of each year

In FY2023, 61% of grant dollars renewed an existing relationship; $225 went to new ones.

50%100%’17’18’19’20’21’22’23
RenewedFirst-time

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

’17’18’19’20’21’22’23
Arts & CultureAnimalsEnvironmentPhilanthropyHuman ServicesEducationOther
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

  • TA
    The Arts Club of Chicago
    3× · 2020–2022 · $6k · revenue +32%
  • PI
    PARAKLESIS INC
    2× · 2021–2022 · $4k · revenue +17%
  • CH
    CHICAGO HORTICULTURAL SOCIETY
    5× · 2017–2021 · $3k · revenue +37%

Funded once

  • EE
    EXMOOR EMPLOYEE ASSISTANCE FUND
    one grant, 2020 · $500
  • LO
    LYRIC OPERA HOUSE OF CHICAGO
    one grant, 2019 · $500
  • TP
    The Principia Corporationgraduated
    one grant, 2019 · $300 · revenue +56%
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
American Humane Association

Founded in 1877, american humane association, dba american humane society (american humane) is committed to ensuring the safety, welfare and well-being of animals. our leadership programs are first to serve in promoting and nurturing the…

Animals
2
Lincoln Park Zoological Society

Lincoln park zoo is dedicated to connecting people with nature by providing a free, family-oriented wildlife experience in the heart of chicago and by advancing the highest quality of animal care, horticulture, education, science and…

Animals
3
American Museum of Natural History

The museum's mission statement is: "to discover, interpret, and disseminate - through scientific research and education - knowledge about human cultures, the natural world, and the universe."

Arts & Culture
4
Fairchild Tropical Botanic Garden Inc

We harness the power of plants for humankind and share the joy and beauty of tropical gardening with everyone. fairchild tropical botanic garden is a museum of tropical plants within a world famous, 83-acre designed landscape. it was…

Environment
5
Denver Zoological Foundation

Inspiring communities to save wildlife for future generations.

Animals
6
Institute for Advanced Study - Louis Bamberger & Mrs Felix Fuld Foundation

The institute for advanced study (the institute) is one of the world's leading centers for theoretical research and intellectual inquiry. see schedule o.

Science & Tech
7
World Animal Protection

World animal protection is a global organization working to end factory farming and wildlife exploitation. we expose cruel systems, promote animal-friendly alternatives, and influence policy change. for over 75 years, we've been rewriting…

Animals
8
The Adler Planetarium

The adler planetarium ('adler') is a not-for-profit cultural institution whose mission is to connect people to the universe and each other under the sky we all share. it aspires to be the world's premier center for engaging in astronomy…

Arts & Culture
9
The Wildlife Society

The wildlife society's mission is to inspire, empower, and enable wildlife professionals to sustain wildlife populations and habitats through science-based management and conservation.

Animals
10
World Wildlife Fund Inc

Wwf's mission is to conserve nature and reduce the most pressing threats to the diversity of life on earth. (continued on schedule o)

Environment
11
San Francisco Opera Association

We believe opera is a uniquely compelling, entertaining and emotionally thrilling art form. our mission is to bring together growing audiences to experience opera's transformative power.

Arts & Culture
12
The Academy of Natural Sciences of Philadelphia

The mission is "to understand the natural world and inspire everyone to care for it." the academy implements its mission through understanding the diversity of life; developing and applying science to protect the environment; and informing…

Science & Tech
How this is measured
The grantee most central to the portfolio’s shape is Chicago Horticultural Society; the most unlike its peers is The Solti Foundation Us Co Fiona Queen. 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

12 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. 12 of the 20 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)
3
Early backer (in before they grew)
12/12
Grantees still filing
11/12
Grew since first funded

Where the money sits, by cause and then by grantee

CINCINNATI OPERA: $15,250 · OtherCINCINNATI OPERAIndividual grant recipient: $4,000 · OtherIndividual grant recipient+6 more: $1,775 · Other+6 moreThe Arts Club of Chicago: $5,900 · Arts & CultureThe Arts Club of Chic…RAVINIA FESTIVAL ASSOCIATION: $650 · Arts & CultureRAVINIA FESTIVAL ASSO…WINDOW TO THE WORLD COMMUNICATIONS INC: $325 · Arts & CultureNORTHLIGHT THEATRE INC: $250 · Arts & CulturePARAKLESIS INC: $4,000 · Human ServicesPARAKLESIS I…CHICAGO HORTICULTURAL SOCIETY: $2,975 · EnvironmentCHICAGO H…THE SOLTI FOUNDATION US CO Fiona Queen: $700 · PhilanthropyORPHANS OF THE STORM: $250 · AnimalsHOOVED ANIMAL HUMANE SOCIETY: $200 · AnimalsTHE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS: $100 · AnimalsNATIONAL WILDLIFE FEDERATION: $50 · AnimalsThe Principia Corporation: $300 · Education
Other$21,025Arts & Culture$7,125Human Services$4,000Environment$2,975Philanthropy$700Animals$600Education$300

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 budgetThe Arts Club of Chicago: $5,900 over 3y, 1.3% of budgetPARAKLESIS INC: $4,000 over 2y, 0.6% of budgetCHICAGO HORTICULTURAL SOCIETY: $2,975 over 5y, 0.0% of budgetTHE SOLTI FOUNDATION US CO Fiona Queen: $700 over 2y, 0.4% of budgetRAVINIA FESTIVAL ASSOCIATION: $650 over 3y, 0.0% of budgetWINDOW TO THE WORLD COMMUNICATIONS INC: $325 over 2y, 0.0% of budgetThe Principia Corporation: $300 over 1y, 0.0% of budgetNORTHLIGHT THEATRE INC: $250 over 1y, 0.0% of budgetORPHANS OF THE STORM: $250 over 1y, 0.0% of budgetHOOVED ANIMAL HUMANE SOCIETY: $200 over 1y, 0.2% of budgetTHE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS: $100 over 1y, 0.0% of budgetNATIONAL WILDLIFE FEDERATION: $50 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.

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.

National Philanthropi…Donor Advised Charita…Fidelity Investments …
National Philanthropic TrustPA9.7× affinity4 shared granteesties to 2 of 2Hover any node to trace its alignments.Compare side by side →

Open a dossier: National Philanthropic Trust · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund

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 Thomas & Marilyn Heath Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Thomas & Marilyn Heath Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%4%8%11%15%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    2report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–15%
    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 20 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 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Thomas & Marilyn Heath’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home