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Trust under Article Sixth of the Bettina Weary PHD Charitable Trust at a glance

· Private foundation

Trust under Article Sixth of the Bettina Weary PHD Charitable 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.

$142k
Granted FY2024still arriving
8
Grants FY2024still arriving
4
States reached
$25k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0197% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Education$483kHuman Services$240kYouth Development$164kHealth$25kReligion$25kArts & Culture$10kOther$0
02FY2024 · 8 grants

Where the money goes

Grants by size, and the largest recipients.

$20,000
Median grant
4
States reached
$2.0M
Total assets
Largest grants
RecipientAmount
St Peter's College$25,000
EXPITEP$25,000
Young Storytellers$22,000
Cambridge YMCA$20,000
Junipero Serra High School$20,000
Montessori Seeds of Education$10,000
Health Occupations Students of America$10,000
St Nicholas Youth Group$10,000
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:

Dollar for dollar, its grants (FY17–24) land where the poverty rate runs at 13%, against an area that typically sits at 10%. 92% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%WALDORF SCHOOL OF ORANGE COUNTY (WSOC): $20k → 10%Young Storytellers: $36k → 14%Health Occupations Students of America: $15k → 11%ASIAN & PACIFIC ISLANDER AMERICAN SCHOLARSHIP FUND (APIASF): $10k → 14%YMCA: $40k → 15%Montessori Seeds of Education: $10k → 7%SISTERS OF CHARITY: $10k → 11%MONTESSOURI SEEDS OF EDUCATION (MSOE): $20k → 12%St Peter's College: $25k → 14%UCI UNIVERSITY ADVANCEMENT & ALUMNI RELATIONS: $10k → 10%Young Storytellers: $22k → 14%HOSA FUTURE HEALTH PROFESSIONALS: $10k → 11%ASIAN & PACIFIC ISLANDER AMERICAN SCHOLARSHIP FUND (APIASF): $10k → 14%CAMBRIDGE YMCA: $30k → 15%Montessori Seeds of Education: $10k → 7%SISTERS OF CHARITY: $10k → 11%MONTESSOURI SEEDS OF EDUCATION (MSOE): $15k → 12%St Peter's College: $25k → 14%St Nicholas Youth Group: $10k → 10%INTERNATIONAL TRADE EDUCATION PROGRAM (ITEP): $40k → 14%HOSA FUTURE HEALTH PROFESSIONALS: $10k → 11%ASIAN & PACIFIC ISLANDER AMERICAN SCHOLARSHIP FUND (APIASF): $10k → 14%YMCA: $20k → 15%MONTESSOURI SEEDS OF EDUCATION (MSOE): $10k → 12%SAINT PETER'S UNIVERSITY (SPU): $20k → 14%St Nicholas Youth Group: $10k → 10%YOUNG STORYTELLERS FOUNDATION (YSF): $20k → 14%Health Occupations Students of America: $10k → 11%YMCA: $20k → 15%MONTESSOURI SEEDS OF EDUCATION (MSOE): $10k → 12%SAINT PETER'S UNIVERSITY (SPU): $15k → 14%INTERNATIONAL TRADE EDUCATION PROGRAM (ITEP): $30k → 14%Cambridge YMCA: $20k → 15%MONTESSOURI SEEDS OF EDUCATION (MSOE): $10k → 12%SAINT PETER'S UNIVERSITY (SPU): $15k → 14%YOUNG STORYTELLERS FOUNDATION (YSF): $15k → 14%Cambridge YMCA: $20k → 15%SAINT PETER'S UNIVERSITY (SPU): $11k → 14%INTERNATIONAL TRADE EDUCATION PROGRAM (ITEP): $25k → 14%YMCA: $20k → 15%YOUNG STORYTELLERS FOUNDATION (YSF): $15k → 14%YMCA: $20k → 15%INTERNATIONAL TRADE EDUCATION PROGRAM (ITEP): $20k → 14%YOUNG STORYTELLERS FOUNDATION (YSF): $15k → 14%INTERNATIONAL TRADE EDUCATION PROGRAM (ITEP): $15k → 14%EXPITEP: $25k → 14%EXPITEP: $25k → 14%Junipero Serra High School: $20k → 14%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.

95%of every dollar goes to organizations it has funded before.
$911k · 16 repeat orgs$46k to everyone else

16 repeat relationships: 8 still active in FY2024, 8 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

16
6

Total granted

$911k
$46k

Median revenue growth · since first grant

+17%
+74%

Still filing today

38%
33%

New vs renewed · share of each year

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

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

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

’17’18’19’20’21’22’23’24
EducationYouth DevelopmentArts & CultureOther
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

  • YS
    YOUNG STORYTELLERS
    8× · 2017–2024 · $138k · revenue +85%
  • IT
    INTERNATIONAL TRADE EDUCATION PROGRAMS INC DBA EXP
    6× · 2017–2022 · $136k · revenue +17%
  • HO
    HEALTH OCCUPATIONS STUDENTS OF AMERICA
    3× · 2022–2024 · $30k · revenue +60%

Funded once

  • TW
    THE WALDORF SCHOOL OF ORANGE COUNTYgraduated
    one grant, 2018 · $20k · revenue +28%
  • UU
    UCI UNIVERSITY ADVANCEMENT & ALUMNI RELATIONS
    one grant, 2018 · $10k
  • SN
    ST NICHOLAS CATHOLIC CHURCH
    one grant, 2018 · $5k
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
The Language Academy of Sacramento

The las mission is to create a learning community where students: utilize bilingualism and biliteracy (spanish and english) to achieve academic excellence and apply skills in real-world situations and diverse settings; develop and exhibit…

Education
2
International School of Los Angeles Lycee International De Los Angeles

The international school of los angeles is a non-profit, independent, international school committed to bilingual education and academic excellence in a nurturing environment.our mission is to develop bilingual critical thinkers who are…

Education
3
Lashon Academy

To prepare culturally diverse k-8 grade students to be self-directed learners andresponsible global citizens, by fostering academic excellence and utilizing research-based instructionalapproaches in a multilingual and service learning…

Education
4
Crossroads School for Arts and Sciences

Crossroads is an independent school for approximately 1,200 students.

Education
5
Washington Leadership Academy Public Charter School

Wla combines best practices in teaching and learning, with the latest in educational technology to create an unparalleled high school experience. students will graduate from wla prepared for college, career, and lives of public leadership.

Education
6
Ojai Valley School

Operation of a boarding school

Education
7
Oakwood School

In lieu of a mission statement, oakwood school has adopted a statement of philosophy. see schedule o for details.in summary, oakwood school's statement of philosophy states that it intends an oakwood education:1. to guide students toward…

Education
8
Inspire Charter School - Los Angeles

Provide a high standard of education to students through comprehensive curriculum supported by energetic, dynamic, and caring teachers.

—
9
Hollywood Schoolhouse Inc

Hollywood Schoolhouse knows, values, and encourages fearless curiosity. Through a blended program of innovative academics and structured learning, our diverse community inspires students to be academically strong, artistically proud,…

Education
10
Los Encinos School

Los encinos is a small elementary school with a large commitment to provide a comprehensive educational program within a nurturing environment. our impact extends not only to the child, (continue on schedule o) but also to the family. los…

—
11
La's Best

La's best provides free supervised before and after-school activities to over 15,000 children at 200 schools in los angeles unified school district (lausd).

Education
12
La Scuola International School

Inspire brave learners to shape the future.

Education
How this is measured
The grantee most central to the portfolio’s shape is International Trade Education Programs Inc Dba Exp; the most unlike its peers is The Waldorf School of Orange County. 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 22 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)
2
Early backer (in before they grew)
8/8
Grantees still filing
5/8
Grew since first funded

Where the money sits, by cause and then by grantee

YMCA: $120,000 · OtherYMCASAINT PETER'S UNIVERSITY (SPU): $71,000 · OtherSAINT PETER'S UNIVERSITY (SPU)CAMBRIDGE YMCA: $70,000 · OtherCAMBRIDGE YMCAMONTESSOURI SEEDS OF EDUCATION (MSOE): $70,000 · OtherMONTESSOURI SEEDS OF EDUCATION (MSOE)EXPITEP: $50,000 · OtherEXPITEPSt Peter's College: $50,000 · OtherSt Peter's CollegeJUNIPERO SERRA HIGH SCHOOL A CORP: $40,000 · OtherJUNIPERO SERRA HIGH SCHOOL A CORPSt Nicholas Youth Group: $25,500 · OtherHOSA FUTURE HEALTH PROFESSIONALS: $25,000 · OtherSISTERS OF CHARITY: $20,000 · OtherTHE WALDORF SCHOOL OF ORANGE COUNTY: $20,000 · Other+4 more: $25,000 · OtherINTERNATIONAL TRADE EDUCATION PROGRAMS INC DBA EXP: $136,000 · EducationINTERNATIONAL TRADE EDUCAT…ASIAN AND PACIFIC ISLANDER AMERICAN SCHOLARSHIP FUND: $35,000 · EducationASIAN AND PACIFIC ISLANDER…HEALTH OCCUPATIONS STUDENTS OF AMERICA: $30,000 · EducationHEALTH OCCUPATIONS STUDENT…MONTESSORI SEEDS OF EDUCATION INC: $20,000 · EducationMONTESSORI SEEDS OF EDUCAT…+1 more: $1,000 · EducationYOUNG STORYTELLERS: $138,000 · Youth DevelopmentYOUNG STORYTELLE…LIVENATIONORG FOUNDATION: $10,000 · Arts & Culture
Other$586,500Education$222,000Youth Development$138,000Arts & Culture$10,000

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

25%50%75%100%$10Mgrantee revenue →↑ funder's share of their budgetYOUNG STORYTELLERS: $138,000 over 8y, 2.1% of budgetINTERNATIONAL TRADE EDUCATION PROGRAMS INC DBA EXP: $136,000 over 6y, 2.1% of budgetASIAN AND PACIFIC ISLANDER AMERICAN SCHOLARSHIP FUND: $35,000 over 4y, 0.1% of budgetHEALTH OCCUPATIONS STUDENTS OF AMERICA: $30,000 over 3y, 0.4% of budgetTHE WALDORF SCHOOL OF ORANGE COUNTY: $20,000 over 1y, 0.4% of budgetMONTESSORI SEEDS OF EDUCATION INC: $20,000 over 2y, 0.9% of budgetLARCHMONT SCHOOLS: $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 YOUNG STORYTELLERS ↗
  • Who funds INTERNATIONAL TRADE EDUCATION PROGRAMS INC DBA EXP ↗
  • Who funds ASIAN AND PACIFIC ISLANDER AMERICAN SCHOLARSHIP FUND ↗
  • Who funds HEALTH OCCUPATIONS STUDENTS OF AMERICA ↗
  • Who funds THE WALDORF SCHOOL OF ORANGE COUNTY ↗
  • Who funds MONTESSORI SEEDS OF EDUCATION INC ↗
  • Who funds LIVENATIONORG FOUNDATION ↗
  • Who funds LARCHMONT SCHOOLS ↗

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.

Charities Aid Foundat…National Philanthropi…American Online Givin…Donor Advised Charita…Fidelity Investments …Amazonsmile Foundation
Charities Aid Foundation AmericaVA11.3× affinity5 shared granteesties to 5 of 5Hover any node to trace its alignments.Compare side by side →

Open a dossier: Charities Aid Foundation America · National Philanthropic Trust · American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · 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 Trust under Article Sixth of the Bettina Weary PHD Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Trust under Article Sixth of the Bettina Weary PHD Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%0%1%3%5%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
    1get no government money at all
    3report 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 22 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

    Play a game based on Trust under Article Sixth of the Bettina Weary PHD’s filings →

    More from the funding graph

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    The regranting layer
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    The endowment market
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