Skip to content
Plinth

· Private foundation

Thomas and Michelle Wermers Family 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.

$235k
Granted FY2024still arriving
9
Grants FY2024still arriving
2
States reached
$110k
Largest
01What you fund
01

What you funded, over time

By grantee IRS cause code (NTEE).

A cause breakdown isn’t shown here: 47% of THOMAS AND MICHELLE WERMERS FAMILY FOUNDATION’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.

02FY2024 · 9 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

  • Under $10k3 grants · $15k
  • $10k–50k5 grants · $110k
  • $50k–250k1 grant · $110k
$15,000
Median grant
2
States reached
$6.4M
Total assets
Largest grants
RecipientAmount
CUREBOUND$110,000
YOUTH WITH A MISSION$40,000
GROSSMONT UNION HIGH SCHOOL DISTRICT$30,000
RADY CHILDREN'S HOSPITAL$15,000
RADY CHILDREN'S HOSPITAL - SAN DIEGO$15,000
SCRIPPS HEALTH FOUNDATION$10,000
GREEK ORTHODOX LADIES PHILOPTOCHOS SOCIETY INC$5,000
LA JOLLA COUNTRY DAY SCHOOL$5,000
MARANATHA CHRISTIAN SCHOOLS$5,000
02The need
03

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 (FY17–17, $5k) land where the poverty rate runs at 14%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 11%ST MARGARET'S CENTER: $5k → 14%0%20%40%50%more need →
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 linein 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 — 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.

92%of every dollar goes to organizations you’ve funded before.
$945k · 12 repeat orgs$81k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +49% since the first grant, against +19% for the ones you funded once.

12 repeat relationships — 8 still active in FY2024, 4 since wound down; 1 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

12
15

Total granted

$945k
$66k

Median revenue growth · since first grant

+49%
+19%

Still filing today

50%
60%

New vs renewed · share of each year

In FY2024, 94% of grant dollars renewed an existing relationship; $15k went to new ones.

50%100%’17’20’21’22’23’24
RenewedFirst-time

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

’17’20’21’22’23’24
HealthArts & CultureHuman ServicesEducationRecreation & SportsAnimalsOther

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

  • C
    CUREBOUND
    6× · 2017–2024 · $416k · revenue +49%
  • BA
    Borrego Art Institute
    4× · 2020–2023 · $40k · revenue +32%
  • US
    UC SAN DIEGO FOUNDATION
    2× · 2020–2021 · $20k · revenue +61%

Funded once

  • TS
    THE SURFSIDE CHURCH
    one grant, 2017 · $10k
  • CH
    Children's Hospital Los Angelesgraduated
    one grant, 2017 · $5k · revenue +78%
  • MT
    MOXIE THEATRE INC
    one grant, 2020 · $5k · revenue +19%

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.

1
La Jolla Institute for Immunology

At la jolla institute for immunology, our scientists focus on understanding how the immune system works in order to promote human health and prevent disease. our discoveries apply to many diseases, ranging from diabetes to heart disease,…

2
California Dental Association

The california dental association is committed to the success of our members in service to their patients and the public.

Community Improvement
3
Rady Children's Health

Rady children's health (formerly rady children's hospital and health center (rchhc)) was formed to acquire, establish, maintain, conduct, operate, raise funds for, and otherwise support, directly or indirectly through its affiliates,…

Health
4
Children's Healthcare of California

The primary exempt purpose of children's healthcare of california includes without limitation the receipt of distributions and grants for the making of distributions and grants to children's hospital of orange county (choc) and to…

Health
5
The New Childrens Museum

The New Childrens Museum (the Museum) in San Diego is an arts-based childrens museum whose mission is to stimulate imagination, creativity, and critical thinking in children and families through inventive, engaging experiences with…

Arts & Culture
6
Pasadena Hospital Association Ltd

Huntington Health stands for community. We stand for compassion. But more than anything, Huntington stands for health. Providing world-class health care is our specialty, and it's what we've been doing for the San Gabriel Valley since…

Health
7
Barlow Respiratory Hospital

A not-for-profit, long-term acute care specialty healthcare organization is to improve the quality of life for patients with respiratory and other diseases that may require prolonged acute hospitalization of specialized treatment.

Health
8
Children's Hospital Los Angeles Medical Group

To be the preeminent pediatric, multispecialty medical group in the nation, dedicated to providing the highest quality medical care to infants, children and adolescents; and supporting the finest teaching and research endeavors of our…

9
Rady Children's Hospital Research Center

The institute seeks to: translate research findings into new clinical tests and treatments to improve patient outcomes, enhance the knowledge in this field among current and future healthcare providers, and generate and share data and…

Health
10
University of Southern California

The central mission of the university of southern california is the development of human beings and society as a whole through the cultivation and enrichment of the human mind and spirit. the principal means by which our mission is…

Education
11
Usc Health System

The Corporation is a nonprofit public benefit corporation and is not organized for the private gain of any person. It is organized under the Nonprofit Public Benefit Corporation Law for public and charitable purposes. The Corporation is…

Health
12
Rady Children's Health Services San Diego

Rady children's health services san diego was formed to aid and assist rady children's hospital san diego in carrying out the hospital's exempt purpose.

For reference, the grantee most central to the portfolio’s shape is Uc San Diego Foundation and the most unlike its peers is Oceansides Finest Basketball Club. 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 16. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number21%0%<5yr15%5%5–10yr21%20%10–20yr19%30%20–35yr12%5%35–55yr12%40%55yr+
THE FIELDby orgYOUR MONEYby value21%0%<5yr15%0%5–10yr21%75%10–20yr19%15%20–35yr12%0%35–55yr12%9%55yr+

The field is 21% startups (under 5 years old) — 0% 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 12% of the field you don’t fund.

orgs you fund
0.0%0/21
the rest of the field
12%
4,248/34,923

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.

04the grantee network

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

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 17 of the 29 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
0
Early backer (in before they grew)
17/17
Grantees still filing
11/17
Grew since you first funded

Where your money sits — by cause, then by grantee

RADY CHILDREN'S HOSPITAL — $185,000 · OtherRADY CHILDREN'S HOSPITALYOUTH WITH A MISSION — $125,000 · OtherYOUTH WITH A MISSIONGROSSMONT UNION HIGH SCHOOL DISTRICT — $105,000 · OtherGROSSMONT UNION HIGH SCHOOL DISTRICT+12 more — $72,000 · Other+12 moreCUREBOUND — $416,000 · HealthCUREBOUND+5 more — $42,500 · Health+5 moreBorrego Art Institute — $40,000 · Arts & CultureMOXIE THEATRE INC — $5,000 · Arts & CultureCYT SD — $3,550 · Arts & CultureUC SAN DIEGO FOUNDATION — $20,000 · EducationRANCHO COASTAL HUMANE SOCIETY — $5,000 · AnimalsCATHOLIC CHARITIES OF LOS ANGELES INC — $5,000 · Human ServicesBOYS & GIRLS CLUBS OF CARLSBAD — $2,500 · Youth DevelopmentOCEANSIDES FINEST BASKETBALL CLUB — $1,500 · Recreation & Sports
Other$487,000Health$458,500Arts & Culture$48,550Education$20,000Animals$5,000Human Services$5,000Youth Development$2,500Recreation & Sports$1,500

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

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetCUREBOUND — $416,000 over 6y, 2.0% of budgetBorrego Art Institute — $40,000 over 4y, 2.6% of budgetUC SAN DIEGO FOUNDATION — $20,000 over 2y, 0.0% of budgetRADY CHILDREN'S HOSPITAL SAN DIEGO — $15,000 over 1y, 0.0% of budgetSCRIPPS HEALTH — $12,500 over 2y, 0.0% of budgetLA JOLLA COUNTRY DAY SCHOOL — $7,500 over 2y, 0.0% of budgetNATIONAL EATING DISORDERS ASSOCIATION — $6,000 over 2y, 0.2% of budgetChildren's Hospital Los Angeles — $5,000 over 1y, 0.0% of budgetMOXIE THEATRE INC — $5,000 over 1y, 1.3% of budgetNATIONAL MULTIPLE SCLEROSIS SOCIETY — $5,000 over 1y, 0.0% of budgetRANCHO COASTAL HUMANE SOCIETY — $5,000 over 1y, 0.1% of budgetCATHOLIC CHARITIES OF LOS ANGELES INC — $5,000 over 1y, 0.0% of budgetKylie Rowand Foundation Inc — $5,000 over 1y, 4.8% of budgetCYT SD — $3,550 over 1y, 0.1% of budgetBOYS & GIRLS CLUBS OF CARLSBAD — $2,500 over 1y, 0.1% of budgetThe Vision of Children — $2,500 over 1y, 0.3% of budgetOCEANSIDES FINEST BASKETBALL CLUB — $1,500 over 1y, 1.1% of budget
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.

  • Who funds CUREBOUND
  • Who funds Borrego Art Institute
  • Who funds UC SAN DIEGO FOUNDATION
  • Who funds RADY CHILDREN'S HOSPITAL SAN DIEGO
  • Who funds SCRIPPS HEALTH
  • Who funds LA JOLLA COUNTRY DAY SCHOOL
  • Who funds NATIONAL EATING DISORDERS ASSOCIATION
  • Who funds Children's Hospital Los Angeles
  • Who funds MOXIE THEATRE INC
  • Who funds NATIONAL MULTIPLE SCLEROSIS SOCIETY
  • Who funds RANCHO COASTAL HUMANE SOCIETY
  • Who funds CATHOLIC CHARITIES OF LOS ANGELES INC
  • Who funds Kylie Rowand Foundation Inc
  • Who funds CYT SD
  • Who funds BOYS & GIRLS CLUBS OF CARLSBAD
  • Who funds The Vision of Children
  • Who funds OCEANSIDES FINEST BASKETBALL CLUB

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.

Sempra FoundationCA16.4× affinity6 shared granteesties to 7 of 7Hover any node to trace its alignments.Compare side by side →

Open a dossier: Sempra Foundation · The San Diego Foundation · Vanguard Charitable Endowment Program · National Philanthropic Trust · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · Donor Advised Charitable Giving Inc · Amazonsmile Foundation

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 organization Thomas and Michelle Wermers Family Foundation 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
202122232425
no gov · 00%0%1%3%5%your share of their income ↑0%1%3%4%5%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 · 0–5%
    typical government reliance, FY2025

    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 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.

    On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 29 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your 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. How we build these →

    Generated from your IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

    More from the funding graph