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· Private foundation

The Toles Family Foundation

Its FY2023 filing reports that it accepted unsolicited grant applications.

$118k
Granted FY2021
17
Grants FY2021
3
States reached
$33k
Largest

Read this first · the figures below need context

55% of The Toles Family Foundation’s FY2023 grant dollars went to Bank Of America Charitable Gift Fd, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2023 names 3 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2021, the last year The Toles Family Foundation named its own grantees at scale: 9 organizations, $118k. It is dated, not current.

Organizations named directly on the return

9
20
9
21
2
22
3
23

Amber years are those where most dollars went to a sponsor.

01What you fund
0186% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20202023.

Philanthropy$2.4MHousing & Shelter$82kHuman Services$28kYouth Development$27kArts & Culture$16kEducation$15kInternational$15kFood & Nutrition$10kOther$0
02FY2021 · 17 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2021

  • Under $10k15 grants · $75k
  • $10k–50k2 grants · $43k
$5,000
Median grant
3
States reached
$0
Total assets
Largest grants
RecipientAmount
NMMI FOUNDATION$33,000
UNITED WAY OF CHAVES COUNTY$10,000
BIG BROTHERS BIG SISTERS$5,000
HUNSTERSEVEN FOUNDATION$5,000
COMMUNITY KITCHEN$5,000
ASSURANCE HOME FOUNDATION$5,000
ROSWELL HOMELESS COALITION$5,000
ROSWELL MUSEUM & ART CENTER FOUNDAT$5,000
TEEN CHALLENGE OF NM$5,000
LIFE OUTREACH INTERNATIONAL$5,000
BROTALLION BLUE SKIES FOUNDATION$5,000
Individual grant recipient$5,000
NM BOYS AND GIRLS RANCH$5,000
HARVEST MINISTRIES$5,000
Individual grant recipient$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 (FY20–23, $6k) land where the poverty rate runs at 14%, against an area that typically sits at 12%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 12%TONY'S PLACE: $600 → 16%AMERICAN RED CROSS: $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.

Which US states your grants reach

IL
MA
RI
CA
AZ
NM
NC
DC
HI
TX

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.

88%of every dollar goes to organizations you’ve funded before.
$552k · 15 repeat orgs$73k to everyone else

15 repeat relationships — 14 still active in FY2021, 1 since wound down; 8 grantees were first funded in FY2021 (too recent to call). Read against FY2021, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

15
5

Total granted

$552k
$18k

Median revenue growth · since first grant

+23%
+242%

Still filing today

47%
40%

New vs renewed · share of each year

In FY2023, 63% of grant dollars renewed an existing relationship; $40k went to new ones.

50%100%’20’21’22’23
RenewedFirst-time

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

’20’21’22’23
PhilanthropyReligionArts & CultureHuman ServicesHousing & ShelterFood & 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

  • RH
    ROSWELL HOMELESS COALITION INC
    2× · 2020–2021 · $10k · revenue +23%
  • CK
    COMMUNITY KITCHEN INC
    2× · 2020–2021 · $10k · revenue +46%
  • HM
    HARVEST MINISTRIES OF ROSWELL
    2× · 2020–2021 · $10k · revenue +70%

Funded once

  • GC
    GATEWAY CHRISTIAN SCHOOL
    one grant, 2020 · $10k
  • NC
    NM CHILDREN'S FOUNDATION
    one grant, 2020 · $5k
  • TO
    THE OSCAR MIKE FOUNDATIONgraduated
    one grant, 2020 · $1k · revenue +125%

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
Roswell Refuge for Battered Adults

To provide a safe haven for victims of domestic violence in chaves county new mexico. the refuge provides resources for life skills and other services.

2
Roswell Rotary Foundation

The general purpose of the foundation's charitable efforts is to provide support to locally based charitable organizations, designed to provide benevolence and aid the quality of life within the city of roswell and adjacent areas. the…

Philanthropy
3
Hokah Area Food Shelf
Food & Nutrition
4
American Military Family Inc

American military family (amf) provides veterans and their families with assistance, whether it be emotional, physical, mental, or finanical, for their missing, suicidal, displaced or struggling hero.

Public Benefit
5
Gus Winter Roswell Rotary Foundation Inc

Provide support to the needy of roswell and chaves county for food, clothing, medical and basic needs.

6
Word of Honor Fund

Word of Honor Fund provides a continuum of support that facilitates milestone events for the surviving children of SEALs and Special Operations personnel who die while assigned to a select Naval Special Operations Group.

Human Services
7
Charitysmith Nonprofit Foundation

Charitysmith is committed to the creation and management of memorial funds. charitysmith offers a simple and expedient pathway to the creation of memorials in memory of loved ones.

Philanthropy
8
Rosenbluth Family Charitable Foundation

To perform the functions of, or to carry out the purposes of the arizona community foundation, an az nonprofit corporation, so long as arizona community foundation, inc. remains a qualified organization.

Philanthropy
9
Friends of Santa Rosa Foundation

The objectives of friends of santa rosa foundation are to assist, benefit, and support santa rosa health care corporation in providing health care services for residents of san antonio and south texas by raising money to support the…

Health
10
Rsm Boston Foundation Inc

The rsm boston foundation ("foundation") inspires employees of rsm us llp to become involved in giving back to communities and causes that they care about; and, in so doing, to support one another and to build a stronger team. the…

Philanthropy
11
Honor Flight Southern Arizona

Honor Flight Southern Arizona is deeply committed to paying tribute to our nation's heroes from pivotal moments in history. To be eligible for an Honor Flight, a veteran must be a Southern Arizona RESIDENT who served Honorably on Active…

Human Services
12
Joshua Chamberlain Society Nashville

To identify and adopt wounded or fallen military service members who have made an extraordinary sacrifice for our country and to make an on-going commitment to these heroes for the remainder of their lives or the lives of their families.

Human Services

For reference, the grantee most central to the portfolio’s shape is Maui United Way and the most unlike its peers is Samaritan's Purse. 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

16 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. 16 of the 30 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.

2
Load-bearing (≥25% of a budget)
7
Early backer (in before they grew)
16/16
Grantees still filing
12/16
Grew since you first funded

Where your money sits — by cause, then by grantee

BANK OF AMERICA CHARITABLE GIFT FD — $2,107,042 · PhilanthropyBANK OF AMERICA CHARITABLE GIFT FDUNITED WAY OF CHAVES COUNTY — $190,000 · PhilanthropyUNITED WAY OF CHAVES COUNTY+4 more — $16,000 · PhilanthropyNMMI FOUNDATION — $99,000 · OtherNMMI FOUNDATIO…NATIONAL CHRISTIAN FOUNDATION — $86,730 · OtherNATIONAL CHRIS…ASSURANCE HOME FOUNDATION INC — $72,000 · OtherASSURANCE HOME…THE SALVATION ARMY ROSWELL CORPS — $15,000 · Other+11 more — $89,000 · Other+11 moreRoswell Symphony Orchestra Inc — $8,000 · Arts & CultureROSWELL MUSEUM & ART CENTER FOUNDATION — $8,000 · Arts & CultureHARVEST MINISTRIES OF ROSWELL — $10,000 · ReligionSAMARITAN'S PURSE — $5,000 · ReligionROSWELL HOMELESS COALITION INC — $10,000 · Housing & ShelterCOMMUNITY KITCHEN INC — $10,000 · Food & NutritionAmerican National Red Cross & Its Constituent Chapters and Branches — $5,000 · Human ServicesTony's Place — $600 · Human ServicesHUNTER SEVEN FOUNDATION — $5,000 · Health
Philanthropy$2,313,042Other$361,730Arts & Culture$16,000Religion$15,000Housing & Shelter$10,000Food & Nutrition$10,000Human Services$5,600Health$5,000

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 budgetBANK OF AMERICA CHARITABLE GIFT FD — $2,107,042 over 2y, 0.2% of budgetUNITED WAY OF CHAVES COUNTY — $190,000 over 3y, 42% of budgetASSURANCE HOME FOUNDATION INC — $72,000 over 3y, 26% of budgetROSWELL HOMELESS COALITION INC — $10,000 over 2y, 4.7% of budgetCOMMUNITY KITCHEN INC — $10,000 over 2y, 2.0% of budgetHARVEST MINISTRIES OF ROSWELL — $10,000 over 2y, 0.4% of budgetRoswell Symphony Orchestra Inc — $8,000 over 2y, 3.0% of budgetROSWELL MUSEUM & ART CENTER FOUNDATION — $8,000 over 2y, 3.4% of budgetHAWAII COMMUNITY FOUNDATION — $5,000 over 1y, 0.0% of budgetMAUI UNITED WAY — $5,000 over 1y, 0.3% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches — $5,000 over 1y, 0.0% of budgetHUNTER SEVEN FOUNDATION — $5,000 over 1y, 2.3% of budgetSAMARITAN'S PURSE — $5,000 over 1y, 0.0% of budgetBrotallion Blue Skies Foundation — $5,000 over 1y, 9.9% of budgetTHE OSCAR MIKE FOUNDATION — $1,000 over 1y, 0.1% of budgetTony's Place — $600 over 1y, 0.2% 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.

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.

Miller Family FoundationNM17.9× affinity6 shared granteesties to 5 of 5Hover any node to trace its alignments.Compare side by side →

Open a dossier: Miller Family Foundation · Rolla R Hinkle III Foundation · The Bank of America Charitable Foundation Inc · National Philanthropic Trust · Vanguard Charitable Endowment Program · 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 The Toles 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 · 10%3%13%28%50%your share of their income ↑0%8%15%22%30%share of the org’s income from government
    no gov moneyreceives it· size = income
    1get 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 · 0–30%
    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.

    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to The Toles Family Foundation?

    Find your warmest path to The Toles Family Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    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 30 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 2021, released 2021. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

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