The whole foundation, on one screen.
Five funds, eight categories, every grant on record since 2019. Built on the foundation's own workbooks, scorecard, and category map. Every number traces to a cell in those workbooks.
The Five Funds
2026 capacity, fund by fund.
Budget, paid, committed, and what is genuinely still available. Available funds are recomputed as budget minus paid, committed, and pending decisions, so the numbers hold even where the workbook formulas drift.
These cards read each fund tab as of July 8, 2026. The ledger stamped August 17 records more 2026 activity, so ledger figures elsewhere in the tool run higher than these cards. Both dates sit in the header above, and every view names the source it reads.
Eight years, all five funds
Paid plus committed against total budget, 2019 through 2026. Point at or tab to any year for the detail.
Beyond These Five Funds
What sits outside these five funds.
Known giving outside this instrument
The corporate BOC funds (WHQ, US, REG, Global), CIA at $100K annually, in-kind donations near $250K, United Way campaigns, Rich Products Ventures, and volunteerism all sit outside the foundation workbook. A St. Simon's location budget runs separately, and some company giving flows through SAP cost centers with no partner or rationale recorded.
Version one reads a static import of the foundation workbooks, stamped with its as-of date. A live feed and the company-giving capture fix are the agreed next conversation, not silent assumptions.
Category X-Ray
One category, every fund, one number.
The headline request from the July 28 working session: show all giving across all funds. How are we supporting the food space? This view answers it. Pick a year, pick a lens, and see each category rolled up across East/West Side, Customer & Industry, Wider Communities, and Family Council at once.
PERIOD
Grants & Partners
The per-grant model, 2026 through 2031.
The foundation's own 2027 proposed structure: one row per grant across the combined operating budget of $2.2M (East/West Side $1.2M, Customer & Industry $700K, Wider Communities $300K). Family Council and Family Directed run on their own budgets beside it.
Commitments already reaching into future years
Planned giving and scheduled payments against the $2.2M operating budget. The question this chart answers before every multi-year yes: how much of a future year is already spoken for. Point at or tab to a year for the names.
The partners the foundation keeps saying yes to
Longest-running relationships across the four program funds since 2019, with lifetime paid totals. Family Directed gifts are not yet in these totals. Click a name for the full record.
Asked for millions. Granted with discipline.
Grant Application Scorecard
The foundation's own rubric, computed live.
Five criteria, weighted exactly as the Scorecard - Master tab defines them, grounded in CEP, CEI, and Candid benchmarks. Score a request, read the recommendation, then let judgment have the final word through the override. The score informs the decision. The family makes it.
Applicant
Family judgment: the mandatory final word
Confirmed July 28: the score never decides alone. Record what the family actually chose and why, especially when it departs from the recommendation. This is the memory the system has been missing.
Reviewer due diligence
Before You Commit
Watch a yes reshape the next five years.
Set up a potential commitment and see what it does before anyone agrees to it: the annual draw, the approval path it triggers, what remains in the fund each year after existing commitments, and which categories it moves.
The potential commitment
What remains, year by year
What this sits beside
Commitments already occupying the same years and fund. A new yes does not land on an empty budget.
Decision Trail
The memory that outlives any one person.
Every saved scorecard, scenario, and decision note lands here with who, when, and why. The record Rachael has been carrying in her head, written down where the whole team can read it.
Entries save in this browser only. Use Export to hand the trail to a teammate or fold it back into the workbook. Nothing leaves this file unless you export it.
Add a decision note
Data Notes
Where every number comes from, and what is still open.
This instrument earns trust by showing its work. Sources, verification results, known discrepancies in the workbooks, and the questions only the foundation can answer.