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· Public charity
UWLS mission is to improve the quality of life in Lake and Sumter counties by improving education, increasing financial stability and improving the health of our neighbors.
Every grant clustered by its grantee’s IRS cause code (NTEE), by year — across FY2018–2024.
Beneath the NTEE codes, this is what the grant descriptions actually say.
…and in their own words, year by year
Words distinctive to each year’s grant purposes (TF-IDF) · event-driven terms in cyan.
Your grants by size, and where they go.
By grant size · FY2024
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY18–24, $228k) land where the poverty rate runs at 12% — the area typically sits at 12%. 54% of those dollars reach neighborhoods with above-average need. Your grants spread fairly evenly across need levels.
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; 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, United Way ALICE — shown as context about the area, never attributed to your giving.
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
26 repeat relationships — 12 still active in FY2024, 14 since wound down.
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.
Where new relationships form · theme of each grantee’s first grant
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.
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
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.
We provide counseling, education, and support services to strenghten individuals and families in need to succeed in school, at work, in relationships, and within our community.
The organization prevents and changes dysfunctional parent-child interaction patterns, promotes positive self-concepts, and builds healthy family relationships.
The florida center supports the healthy development of young children, specializing in those with delays, disabilities or mental health challenges. our mission- "to help build and foster strong families and expand the potential of young…
Together, we nourish our neighbors and improve their lives one meal at a time.
Our vision is for all south floridians to have an equal opportunity to achieve optimal health and well-being.
Recovery connections of central florida is a recovery community organization serving those seeking local recovery resources
To provide support and or alternative mental health and substance abuse interventions for children families and adults at risk as well as those served by florida's child welfare system of care
A christian community center that serves to positively impact the lives of "at-risk" families
Habitat For Humanity is a Christian non-profit organization of hands-on professionals, volunteers, and future homeowners working together to renovate or build simple, decent, affordable housing and to ultimately make decent shelter a…
Pathways to care is dedicated to providing health, housing and hope to central florida's homeless.
The mission of Feeding Dreams to combat childhood hunger and malnutrition that affect one in five children in Florida. Through grants, fundraising efforts, and school partnerships, we delivered 2.5 million highly nutritious meals to…
The organization serves families in crisis by providing temporary shelter, meals, mental health counseling, life skill education, financial literacy training, referral services and comprehensive case management, through our Road to…
For reference, the grantee most central to the portfolio’s shape is Episcopal Children's Services Inc and the most unlike its peers is Stuckey Community Improvement Group Incorporated. 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 22 years old; the field is 12. You back the established end — and your money leans older still.
The field is 27% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 13% of the field you don’t fund.
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.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
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.
Open a dossier: Community Foundation of South Lake County Inc · Live Well Foundation of South Lake Inc · Mount Dora Community Trust · Adventist Health SystemSunbelt Inc · Dorothy B C Steves Char Ta · Martin G Roxy & Eliz C Fdn Ta · Hans and Cay Jacobsen Charitable Foundat · Charles B & Mary M McLin Foundation · Harper Family Charitable Foundation Inc · Duke Energy Foundation · Second Harvest Food Bank Of · Suncoast Credit Union 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.
Every dot is one organisation United Way of Lake and Sumter Counties Inc 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, a single department, or state — and drag the year to watch it move.
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. 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.
Through Plinth
This dossier was generated cold from public filings. In Plinth it’s a working system — every applicant assessed and every grant monitored. Here’s a taste, run on one of your grantees: Milestone Family Services.
Agentic due diligence · confidence × risk
~0 months of operating runway; revenue contracted over 8 filed years.
8 years of Form 990 filings, still active.
US 501(c)(3); EIN 821119434 on file with current IRS Form 990 filings.
Board composition & governance documents — verified live in Plinth from the applicant.
OFAC / UN sanctions screening — run live in Plinth at assessment.
Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.
Live · Plinth’s real DD engine
Run the actual assessment on Milestone Family Services, cold from public data.
Generated live from public IRS filings + open web sources by Plinth’s agentic engine. Shown as an illustration of the product, not a formal assessment.
Post-award monitoring · continuous checks
What you see here is static and public. In Plinth it’s operational — the full six-pillar framework on every applicant (with their own documents + live registry and sanctions checks), monitoring dashboards on every award, custom board reports, and eligibility routing for intake.
Preview generated from this grantee’s public IRS filings and independent reporting. Pillars marked “live in Plinth” require the applicant’s submitted documents. Shown as illustration, not a formal assessment.
Warm introductions · Powered by PlinthPro
Find your warmest path to United Way of Lake and Sumter Counties Inc through people who sit on both boards. Search for your organization and Plinth traces the introduction across shared trustees and officers.
Every link is a documented governance overlap in public IRS 990 filings — not a personal network — and each hop carries its own confidence tier. Low-confidence or distant paths are held back rather than guessed.