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· Private foundation
This foundation accepts unsolicited grant applications.
By grantee IRS cause code (NTEE).
A cause breakdown isn’t shown here: 76% of Waukesha Rotary Club Charitable Fund Inc’s grantee dollars go to organizations outside the IRS cause taxonomy (common for large international and research funders), so a chart would be mostly “unclassified” and misrepresent the portfolio.
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.
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY18–23, $16k) land where the poverty rate runs at 9% — the area typically sits at 11%. 41% 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.
31 repeat relationships — 15 still active in FY2023, 16 since wound down; 5 grantees were first funded in FY2023 (too recent to call).
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 FY2023, 61% of grant dollars renewed an existing relationship; $14k 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.
Pathways of wisconsin provides day services and employment services including job development, training, and day-to-day support to consumers with developmental disabilities.
To assist families who have children with disabilities.
Legal protection and advocacy to protect the rights of people with disabilities in wisconsin.
Operation of childcare centers based on the waldorf teaching method. nurturing children, families, caregivers and communities. lifeways welcomes children and families of any race, religion,
Strengthen child development, families and the community by providing access to safe, high quality early learning for children.
To improve lives by sharing community resources
Advance the interests of people in wisconsin who are blind and visually impaired.
We conduct impartial public policy research and analysis to drive informed debate and effective decision-making in the state of wisconsin.
Innovative services, inc. (innovative care services) is made up of over 350 caring team members serving people with disabilities throughout wisconsin. innovative provides community supported living, residential care, and mental health care…
Wisconsin progress institute exists to empower wisconsin's locally elected leaders with the tools, training, and support they need to be effective, values-driven public servants.
We create connections, empowering everyone in the Autism community with the resources needed to live fully.
Wisconsin family ties changes lives by improving children's mental health. it accomplishes this mission through a set of interrelated activities that support and educate parents, and inform practitioners, policy makers and the public about…
For reference, the grantee most central to the portfolio’s shape is Parents Place Inc and the most unlike its peers is Cops and Kids Foundation Inc. 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 32 years old; the field is 20. You back the established end — and your money leans older still.
The field is 17% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 4% lost their exemption, against 8% 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: Waukesha County Community Foundation · Greater Milwaukee Foundation Inc · United Way of Greater Milwaukee & · Green Bay Packers Foundation · Herbert H Kohl Charities Inc · Baird Foundation Inc · Ge Foundation · Stackner Family Foundation Inc · Otto Bremer Trust · Women and Girls Fund Of · Youth Foundation Inc · Emil Ewald Family Foundation Inc
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 Waukesha Rotary Club Charitable Fund 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 or a single department — 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: Good Friend Inc.
Agentic due diligence · confidence × risk
~1 months of operating runway; revenue contracted over 6 filed years.
6 years of Form 990 filings, still active.
US 501(c)(3); EIN 260731915 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 Good Friend Inc, 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 Waukesha Rotary Club Charitable Fund 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.