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· Private foundation

Thomas D Halaczkiewicz Foundation 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.

$81k
Granted FY2024still arriving
7
Grants FY2024still arriving
1
States reached
$20k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2024.

Animals$206kEnvironment$90kArts & Culture$53kPhilanthropy$10kEducation$3k
02FY2024 · 7 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k3 grants · $15k
  • $10k–50k4 grants · $66k
$10,000
Median grant
1
States reached
$2.2M
Total assets
Largest grants
RecipientAmount
MONTEREY BAY AQUARIUM$20,000
THE SPCA FOR MONTEREY COUNTY$20,000
CARMEL DANCE FESTIVAL$16,017
SNIP SPAY AND NEUTER$10,000
ANIMAL FRIENDS RESCUE PROJECT$5,000
GOLDEN OLDIES CAT RESCUE$5,000
HENRY MILLER LIBRARY$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 (FY21–24, $12k) land where the poverty rate runs at 12%, 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%ANIMAL FRIENDS RESCUE PROJECT: $5k → 12%ANIMAL FRIENDS RESCUE PROJECT: $5k → 12%ANIMAL FRIENDS RESCUE PROJECT: $2k → 12%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.
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.

99%of every dollar goes to organizations it has funded before.
$349k · 7 repeat orgs$3k to everyone else

Grantees it renews have grown median revenue +134% since the first grant, against 0% for those funded once.

7 repeat relationships: 7 still active in FY2024, 0 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

7
2

Total granted

$349k
$3k

Median revenue growth · since first grant

+134%
0%

Still filing today

86%
50%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’19’20’21’22’23’24
RenewedFirst-time

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

’19’20’21’22’23’24
AnimalsArts & 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.

Backed again, and grew

  • SF
    Society for the Prevention of Cruelty to Animals for Monterey County
    6× · 2019–2024 · $120k · revenue +78%
  • MONTEREY BAY AQUARIUM FOUNDATION
    5× · 2020–2024 · $90k · revenue +134%
  • CD
    CARMEL DANCE FESTIVAL
    3× · 2022–2024 · $43k · revenue +187%

Funded once

  • FO
    Friends of the Carmel Valley Library
    one grant, 2021 · $2k
  • MP
    MONTEREY PUBLIC LIBRARY
    one grant, 2021 · $2k
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
Monterey Bay Aquarium Research Institute
—
2
Mendocino Coast Humane Society

Caring for homeless animals, and finding homes for them through pet adoptions.

Animals
3
Santa Cruz Spca and Humane Society

The Santa Cruz SPCA provides safe harbor for animals in need and promotes an active humane community through adoption, advocacy, and education.

Animals
4
Monterey Museum of Art

The monterey museum of art cultivates curiosity in the visual arts and engages community with the diversity of california art - past, present, and future.

Arts & Culture
5
Monterey Bay United
Recreation & Sports
6
Friends of the Santa Cruz Public Libraries Inc

To provide support to the city-county library system through advocacy, volunteer services and fund raising. Their goal is to create stronger neighborhoods and a culturally-enriched county through accessible and diverse library programs.

Education
7
Carl Cherry Foundation

Founded by Carmel-by-the-sea artist Jeanne Dorge, the Carl Cherry Center for the Arts was established to help support experimental fine arts and projects in the sciences. Since its opening in 1948, the Center has strived to stay true to…

Arts & Culture
8
Casa Abrego Preservation Foundation
Philanthropy
9
Marin Friends of Ferals

Animal Rescue - Community Cats

Animals
10
Morro Bay Friends of the Library

Provide financial and volunteer support to our library and to the San Luis Obispo County Libraries including donations to the County Libraries for E-Books, Suggest a Book Program, and Books by Mail.

—
11
Monterey County Interfaith Alliance
—
12
Museum Foundation of Pacific Grove Inc

The Museum inspires wonder, discovery, and stewardship of our natural world. The Museum is a catalyst for conservation and a valued learning resource, facilitating active scientific and historical inquiry for all ages.

Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is Community Foundation for Monterey County; the most unlike its peers is Monterey Bay Aquarium Foundation. 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

8 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. 8 of the 10 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)
4
Early backer (in before they grew)
8/8
Grantees still filing
7/8
Grew since first funded

Where the money sits, by cause and then by grantee

Society for the Prevention of Cruelty to Animals for Monterey County: $120,000 · AnimalsSociety for the Prevention of Cruelty to Animals for Monterey CountyMONTEREY BAY AQUARIUM FOUNDATION: $90,000 · AnimalsMONTEREY BAY AQUARIUM FOUNDATIONGOLDEN OLDIES CAT RESCUE: $11,625 · AnimalsSNIP SPAY AND NEUTER: $62,500 · OtherSNIP SPAY AND NEUTER+2 more: $3,249 · OtherCARMEL DANCE FESTIVAL: $43,383 · Arts & CultureCARMEL DANCE FES…Henry Miller Memorial Library: $10,000 · Arts & CultureHenry Miller Mem…Animal Friends Rescue Project: $11,624 · Human ServicesCOMMUNITY FOUNDATION FOR MONTEREY COUNTY: $10,354 · Philanthropy
Animals$221,625Other$65,749Arts & Culture$53,383Human Services$11,624Philanthropy$10,354

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 budgetSociety for the Prevention of Cruelty to Animals for Monterey County: $120,000 over 6y, 0.3% of budgetMONTEREY BAY AQUARIUM FOUNDATION: $90,000 over 5y, 0.0% of budgetCARMEL DANCE FESTIVAL: $43,383 over 3y, 10% of budgetGOLDEN OLDIES CAT RESCUE: $11,625 over 3y, 2.9% of budgetAnimal Friends Rescue Project: $11,624 over 3y, 0.4% of budgetCOMMUNITY FOUNDATION FOR MONTEREY COUNTY: $10,354 over 1y, 0.0% of budgetHenry Miller Memorial Library: $10,000 over 2y, 1.4% 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.

Fidelity Investments Charitable Gift FundMA4.7× affinity4 shared granteesties to 1 of 1Hover any node to trace its alignments.Compare side by side →

Open a dossier: Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

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 D Halaczkiewicz Foundation Trust funds: left to right is the share of its income from government, bottom to top the share from Thomas D Halaczkiewicz Foundation Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%4%8%15%funder's 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
    1report 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, 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 10 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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