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Bell Schaefer Family Foundation at a glance

· Private foundation

Bell Schaefer Family Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$319k
Granted FY2025still arriving
60
Grants FY2025still arriving
7
States reached
$112k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
0194% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2022 to 2025.

Health$327kEducation$111kReligion$80kArts & Culture$79kRecreation & Sports$69kHuman Services$48kFood & Nutrition$44kYouth Development$26kOther$0
02FY2025 · 60 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k54 grants · $59k
  • $10k–50k4 grants · $98k
  • $50k–250k2 grants · $162k
$1,000
Median grant
7
States reached
$7.0M
Total assets

Anchored by a single position: about 99% of reported assets are held in First Citizens.

Largest grants
RecipientAmount
UNC HEALTH FOUNDATION$112,000
NORTH CAROLINA ART MUSEUM$50,000
WHITE MEMORIAL PRESBYTERIAN CHURCH$35,000
NCSU FOUNDATION$28,000
NORTH CAROLINA MUSEUM OF HISTORY$25,000
THE GREAT RALEIGH CLEANUP$10,000
HAVEN HOUSE SERVICES$6,000
DIX PARK CONSERVANCY$5,000
YMCA OF THE TRIANGLE$3,550
Individual grant recipient$3,000
HEALING TRANSITIONS$2,500
ST BALDRICK'S FOUNDATION$2,000
WAKE MED FOUNDATION$1,750
HELENE FOUNDATION$1,475
HABITAT FOR HUMANITY WAKE COUNTY$1,050
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:

Its human-services grants (FY22–25, $34k) land where the poverty rate runs at 8%, against an area that typically sits at 11%. 1% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 11%TAMPA METROPOLITAN AREA YMCA: $500 → 13%INTERFAITH FOOD SHUTTLE: $10k → 8%INTERFAITH FOOD SHUTTLE: $1k → 8%INTERFAITH FOOD SHUTTLE: $1k → 8%INTERFAITH FOOD SHUTTLE: $1k → 8%BROUGHTON ATHLETICS LEGACY FOUNDATION: $500 → 8%BROUGHTON ATHLETICS LEGACY FOUNDATION: $500 → 8%NOTE IN THE POCKET: $1k → 8%NOTE IN THE POCKET: $500 → 8%NOTE IN THE POCKET: $300 → 8%STEPUP MINISTRY: $1k → 8%STEPUP MINISTRY: $1k → 8%STEPUP MINISTRY: $1k → 8%STEPUP MINISTRY: $1k → 8%YMCA OF THE TRIANGLE: $5k → 8%YMCA OF THE TRIANGLE: $4k → 8%YMCA OF THE TRIANGLE: $2k → 8%YMCA OF THE TRIANGLE: $2k → 8%DRESS FOR SUCCESS TRIANGLE NC: $1k → 8%THE GREEN CHAIR PROJECT: $500 → 8%SHIP COMMUNITY OUTREACH: $500 → 8%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.

Which US states its grants reach

MN
IL
WY
PA
CA
DE
NC
SC
DC
TX
FL
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.

92%of every dollar goes to organizations it has funded before.
$781k · 50 repeat orgs$67k to everyone else

Grantees it renews have grown median revenue +14% since the first grant, against +12% for those funded once.

50 repeat relationships: 45 still active in FY2025, 5 since wound down; 15 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

50
23

Total granted

$781k
$35k

Median revenue growth · since first grant

+14%
+12%

Still filing today

80%
39%

New vs renewed · share of each year

In FY2025, 90% of grant dollars renewed an existing relationship; $33k went to new ones.

50%100%’22’23’24’25
RenewedFirst-time

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

’22’23’24’25
HealthHuman ServicesEducationRecreation & SportsFood & NutritionPhilanthropyOther
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

  • NC
    NORTH CAROLINA STATE UNIVERSITY FOUNDATION INC
    3× · 2023–2025 · $84k · revenue +219%
  • MEALS ON WHEELS OF WAKE COUNTY INC
    4× · 2022–2025 · $13k · revenue +6%
  • INTER-FAITH FOOD SHUTTLE
    4× · 2022–2025 · $13k · revenue +25%

Funded once

  • N
    NCSU
    one grant, 2022 · $13k
  • IG
    Individual grant recipient
    one grant, 2022 · $10k
  • CF
    Celebrate for Good Inc
    one grant, 2023 · $3k
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 Resiliency Collaborative Inc

Trc partners with bipoc youth and their ecosystems to strengthen their sense of identity, belonging, and purpose so they can create a healthier, more equitable wake county.

Education
2
Care Share Health Alliance Inc

Care share health alliance is a north carolina-based nonprofit organization advancing community health and wellbeing through systems change. guided by the mission of collaborating for health and a vision of communities that are healthy and…

Health
3
Triangle Global Health Consortium Inc

The mission of the north carolina global health alliance is to advance north carolina as an international center for research, training, education, advocacy and business dedicated to improving the health of the world's communities. we…

Health
4
North Carolina Biotechnology Center

The north carolina biotechnology center aids the biotechnology-related efforts of researchers, businesses, state and federal governments, and other agencies primarily through awards of grants and loans related to specific programs and…

Science & Tech
5
Hospice of Gaston County Inc

To provide compassionate, exceptional and highly reliable care.

—
6
Research Triangle Regional Partnership

The research triangle regional partnership is an association of area economic development agencies dedicated to keeping the research triangle region economically strong by collectively marketing the region's competitive advantages and…

—
7
Family Promise of Wake County Inc

Moving families at risk of or experiencing homelessness into sustainable, permanent housing in our community through a continuum of support services.

Housing & Shelter
8
Wilkes Medical Center Foundation

To support and carry out the functions and purposes of wrmc hospital operating corporation (dba atrium health wake forest baptist wilkes medical center) to enhance the delivery of quality health care within the organization's region.

Health
9
WakeMed

The mission of wakemed is to improve the health and well-being of our community with outstanding and compassionate care to all.

Health
10
Advance Community Health Inc

To deliver quality, compassionate primary health care. every patient. every time. in response to the needs of our communities.

Health
11
The Medical Foundation of Wake Forest University Health Sciences and North Car

See schedule oto render aid and assistance to wake forest university health sciences (wfuhs) and north carolina baptist hospital (ncbh) in their pursuits by approved methods for the promotion of medical science and medical knowledge, the…

Health
12
Wake County Smart Start Inc

Wake county smart start invests in young children, their families, and a connected early childhood system that supports and prepares them for school and life ahead.

Education
How this is measured
The grantee most central to the portfolio’s shape is Plm Families Together Inc; the most unlike its peers is Samaritan's Purse. 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

57 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. 57 of the 88 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)
7
Early backer (in before they grew)
57/57
Grantees still filing
32/57
Grew since first funded

Where the money sits, by cause and then by grantee

UNC HEALTH FOUNDATION INC: $264,050 · EducationUNC HEALTH FOUNDATION INCNORTH CAROLINA STATE UNIVERSITY FOUNDATION INC: $84,000 · EducationNORTH CAROLINA STATE UNIVERSITY FOUNDATION INC+7 more: $12,953 · EducationWHITE MEMORIAL PRESBYTERIAN CHURCH: $76,000 · OtherWHITE MEMORIAL PRESBYTERIAN CHURCHNORTH CAROLINA ART MUSEUM: $51,000 · OtherNORTH CAROLINA ART MUSEUMTRIANGLE FAMILY SERVICES INC: $21,000 · OtherTRIANGLE FAMILY SERVICES INCMEALS ON WHEELS OF WAKE COUNTY INC: $13,050 · OtherNCSU: $13,000 · OtherFOUNDATION OF HOPE FOR RESEARCH AND TREATMENT OF MENTAL ILLNESS: $12,000 · OtherIndividual grant recipient: $10,000 · OtherGreat Raleigh Cleanup: $11,500 · Other+43 more: $81,193 · Other+43 moreDOROTHEA DIX PARK CONSERVANCY: $64,500 · Recreation & Sports+1 more: $1,000 · Recreation & SportsHAVEN HOUSE INC: $23,000 · HealthHEALING TRANSITIONS INC: $15,500 · HealthALLIANCE MEDICAL MINISTRY INC: $4,000 · HealthHelene Foundation: $2,915 · HealthCelebrate for Good Inc: $2,500 · HealthCOLON CANCER COALITION INC: $2,013 · HealthPULMONARY FIBROSIS FOUNDATION: $2,000 · HealthTHE NORTH CAROLINA AGRICULTURAL FOUNDATION INC: $2,000 · Health+4 more: $1,952 · HealthINTER-FAITH FOOD SHUTTLE: $13,050 · Human ServicesThe Young Men's Christian Association of the Triangle Area Inc (4598): $12,100 · Human ServicesSTEPUP MINISTRY: $4,000 · Human ServicesNOTE IN THE POCKET INC: $1,800 · Human ServicesRefugee Hope Partners Inc: $1,800 · Human Services+5 more: $3,500 · Human ServicesNORTH CAROLINA MUSEUM OF HISTORY FOUNDATION INC: $25,000 · Arts & Culture+1 more: $500 · Arts & CultureFOOD BANK OF CENTRAL & EASTERN NC INC: $13,000 · Food & NutritionA PLACE AT THE TABLE: $2,500 · Food & Nutrition
Education$361,003Other$288,743Recreation & Sports$65,500Health$55,880Human Services$36,250Arts & Culture$25,500Food & Nutrition$15,500

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

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetUNC HEALTH FOUNDATION INC: $264,050 over 4y, 0.2% of budgetNORTH CAROLINA STATE UNIVERSITY FOUNDATION INC: $84,000 over 3y, 0.1% of budgetDOROTHEA DIX PARK CONSERVANCY: $64,500 over 4y, 0.2% of budgetNORTH CAROLINA MUSEUM OF HISTORY FOUNDATION INC: $25,000 over 1y, 0.7% of budgetHAVEN HOUSE INC: $23,000 over 4y, 0.2% of budgetTRIANGLE FAMILY SERVICES INC: $21,000 over 4y, 0.2% of budgetHEALING TRANSITIONS INC: $15,500 over 4y, 0.1% of budgetMEALS ON WHEELS OF WAKE COUNTY INC: $13,050 over 4y, 0.2% of budgetINTER-FAITH FOOD SHUTTLE: $13,050 over 4y, 0.0% of budgetFOOD BANK OF CENTRAL & EASTERN NC INC: $13,000 over 4y, 0.0% of budgetThe Young Men's Christian Association of the Triangle Area Inc (4598): $12,100 over 4y, 0.0% of budgetFOUNDATION OF HOPE FOR RESEARCH AND TREATMENT OF MENTAL ILLNESS: $12,000 over 4y, 0.2% of budgetGreat Raleigh Cleanup: $11,500 over 3y, 0.9% of budgetSOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS WAKE COUNTY INC: $8,000 over 4y, 0.1% of budgetHOSPICE OF WAKE COUNTY INC: $5,550 over 4y, 0.0% of budgetSAMARITAN'S PURSE: $5,500 over 2y, 0.0% of budgetST BALDRICK'S FOUNDATION INC: $5,250 over 4y, 0.0% of budgetHABITAT FOR HUMANITY OF WAKE COUNTY INC: $4,050 over 4y, 0.0% of budgetCOMMUNITY OF HOPE MINISTRIES: $4,000 over 4y, 0.2% of budgetAPPALACHIAN STATE UNIVERSITY FOUNDATION INC: $4,000 over 4y, 0.0% of budgetALLIANCE MEDICAL MINISTRY INC: $4,000 over 4y, 0.1% of budgetSTEPUP MINISTRY: $4,000 over 4y, 0.1% of budgetNORTH RALEIGH MINISTRIES INC: $4,000 over 3y, 0.0% of budgetCAMPBELL UNIVERSITY: $3,500 over 2y, 0.0% of budgetHelene Foundation: $2,915 over 4y, 0.2% of budgetA PLACE AT THE TABLE: $2,500 over 3y, 0.1% of budgetSAFECHILD: $2,300 over 4y, 0.0% of budgetCOLON CANCER COALITION INC: $2,013 over 4y, 0.0% of budgetPULMONARY FIBROSIS FOUNDATION: $2,000 over 4y, 0.0% of budgetTHE NORTH CAROLINA AGRICULTURAL FOUNDATION INC: $2,000 over 2y, 0.0% of budgetBAND TOGETHER: $2,000 over 4y, 0.1% of budgetAUTISM SOCIETY OF NORTH CAROLINA INC: $1,800 over 4y, 0.0% of budgetNOTE IN THE POCKET INC: $1,800 over 3y, 0.0% of budgetRefugee Hope Partners Inc: $1,800 over 4y, 0.0% of budgetNEEDHAM B BROUGHTON HIGH SCHOOL ALUMNI ASSOCIATION: $1,745 over 4y, 0.5% of budgetCRISTO REY RESEARCH TRIANGLE HIGH SCHOOL INC: $1,500 over 3y, 0.1% of budgetWAKE TECHNICAL COMMUNITY COLLEGE FOUNDATION: $1,408 over 3y, 0.0% of budgetBLOOD CANCER UNITED INC: $1,102 over 2y, 0.0% of budgetBOYS CLUB OF WAKE COUNTY INC: $1,050 over 2y, 0.0% of budgetTHE FAMILY VIOLENCE PREVENTION CENTER INC: $1,000 over 1y, 0.0% of budgetRONALD MCDONALD HOUSE CHARITIES OF THE TRIANGLE: $1,000 over 1y, 0.0% of budgetDRESS FOR SUCCESS TRIANGLE NC: $1,000 over 1y, 0.1% of budgetBROUGHTON ATHLETICS LEGACY FOUNDATION INC: $1,000 over 2y, 2.4% of budgetABILITIES TENNIS ASSOCIATION OF NC: $1,000 over 1y, 0.5% of budgetACTIVATE GOOD INC: $750 over 2y, 0.1% of budgetPLM FAMILIES TOGETHER INC: $500 over 1y, 0.0% of budgetCHARLOTTE BALLET: $500 over 1y, 0.0% of budgetTHE GREEN CHAIR PROJECT: $500 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.

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.

Bell Koonce Burnette …Triangle Community Fo…Bell Cook Family Foun…North Carolina Commun…A E Finley Foundation…Duke Energy FoundationW Trent Ragland Jr Fo…Duke University Healt…United Way of the Gre…John Rex EndowmentCarolina Hurricanes F…John William Pope Fou…
Bell Koonce Burnette FoundationNC55.5× affinity24 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Bell Koonce Burnette Foundation · Triangle Community Foundation Inc · Bell Cook Family Foundation · North Carolina Community Foundation · A E Finley Foundation Inc · Duke Energy Foundation · W Trent Ragland Jr Foundation · Duke University Health System Inc · United Way of the Greater Triangle Inc · John Rex Endowment · Carolina Hurricanes Foundation · John William Pope 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 Bell Schaefer Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Bell Schaefer Family Foundation. 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%8%15%22%30%share of the org’s income from government →median 4%
  • Tampa Metropolitan Area Young Men's Christian Association Inc: 4% of income from government
no gov moneyreceives it· size = income
0get no government money at all
23report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–30%
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.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Bell Schaefer Family Foundation?

Find your warmest path to Bell Schaefer Family Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

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 88 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 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Bell Schaefer Family’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home