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· Private foundation

Tom Ogletree Memorial Schshp Trust

Its FY2024 filing reports that it accepted unsolicited grant applications.

$51k
Granted FY2024still arriving
10
Grants FY2024still arriving
1
States reached
$12k
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, FY2018 to 2024.

Education$39kPhilanthropy$24k
02FY2024 · 10 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k6 grants · $3k
  • $10k–50k4 grants · $48k
$500
Median grant
1
States reached
$0
Total assets
Largest grants
RecipientAmount
COMMUNITY FOUNDATION OF NE ALABAMA$11,972
COMMUNITY FOUNDATION OF WEST ALABAMA$11,972
SYLACAUGA CITY SCHOOLS FOUNDATION$11,972
ALABAMA OPPORTUNITY SCHOLARSHIP FUND$11,972
CENTRAL ALABAMA COMMUNITY COLLEGE$500
AUBURN UNIVERSITY$500
JACKSONVILLE STATE UNIVERSITY$500
JACKSONVILLE STATE UNIVERSITY$500
UNIVERSITY OF ALABAMA$500
AUBURN UNIVERSITY$500
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:

Dollar for dollar, its grants (FY24–24) land where the poverty rate runs at 18%, against an area that typically sits at 17%. 50% of its dollars go to grantees based in above-average-need neighborhoods. Its grants spread fairly evenly across need levels.

area typical 17%ALABAMA OPPORTUNITY SCHOLARSHIP FUND: $12k → 16%COMMUNITY FOUNDATION OF WEST ALABAMA: $12k → 17%SYLACAUGA CITY SCHOOLS FOUNDATION: $12k → 18%COMMUNITY FOUNDATION OF NE ALABAMA: $12k → 19%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.

27%of every dollar goes to organizations it has funded before.
$11k · 4 repeat orgs$28k to everyone else

4 repeat relationships: 2 still active in FY2024, 2 since wound down; 4 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

4
4

Total granted

$11k
$3k

Still filing today

0%
25%

New vs renewed · share of each year

In FY2024, 7% of grant dollars renewed an existing relationship; $25k went to new ones.

50%100%’18’20’21’22’23’24
RenewedFirst-time
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

  • UO
    UNIV OF ALABAMA FBO SARAH SHERBERT
    2× · 2022–2023 · $4k
  • SS
    SARAH SHERBERT CO UNIV OF ALABAMA
    2× · 2020–2021 · $3k
  • AU
    AUBURN UNIVERSITY
    2× · 2018–2024 · $2k

Funded once

  • HC
    HUNTINGDON COLLEGE
    one grant, 2018 · $1k · revenue +13%
  • TD
    TREVOR DELOACH CO JACKSONVILLE STATE
    one grant, 2020 · $750
  • JG
    JESHAIAH GADDIS CO UNIV OF ALABAMA
    one grant, 2020 · $750
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
04the grantee network

4 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. 4 of the 14 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)
0
Early backer (in before they grew)
4/4
Grantees still filing
1/4
Grew since first funded

Where the money sits, by cause and then by grantee

SYLACAUGA CITY SCHOOLS FOUNDATION INC: $11,972 · OtherSYLACAUGA CITY SCHOOLS FOUNDATION INCALABAMA OPPORTUNITY SCHOLARSHIP FUND: $11,972 · OtherALABAMA OPPORTUNITY SCHOLARSHIP FUNDUNIV OF ALABAMA FBO SARAH SHERBERT: $4,000 · OtherUNIV OF ALABAMA FBO SARAH SHERBERTSARAH SHERBERT CO UNIV OF ALABAMA: $3,250 · OtherSARAH SHERBERT CO UNIV OF ALABAMAAUBURN UNIVERSITY: $2,000 · OtherJACKSONVILLE STATE UNIVERSITY: $1,300 · Other+5 more: $3,250 · Other+5 moreCommunity Foundation of Northeast Alabama: $11,972 · PhilanthropyCommunity Foundation of Northeast AlabamaCOMMUNITY FOUNDATION OF WEST ALABAMA: $11,972 · PhilanthropyCOMMUNITY FOUNDATION OF WEST ALABAMAHUNTINGDON COLLEGE: $1,000 · Education
Other$37,744Philanthropy$23,944Education$1,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10Mgrantee revenue →↑ funder's share of their budgetSYLACAUGA CITY SCHOOLS FOUNDATION INC: $11,972 over 1y, 4.5% of budgetCommunity Foundation of Northeast Alabama: $11,972 over 1y, 0.1% of budgetCOMMUNITY FOUNDATION OF WEST ALABAMA: $11,972 over 1y, 0.3% of budgetHUNTINGDON COLLEGE: $1,000 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 SYLACAUGA CITY SCHOOLS FOUNDATION INC ↗
  • Who funds Community Foundation of Northeast Alabama ↗
  • Who funds COMMUNITY FOUNDATION OF WEST ALABAMA ↗
  • Who funds HUNTINGDON COLLEGE ↗

How much its grantees rely on government

Each dot is one organization Tom Ogletree Memorial Schshp Trust funds: left to right is the share of its income from government, bottom to top the share from Tom Ogletree Memorial Schshp 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
    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 14 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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