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· Private foundation
COMMUNITY TRUST NORMAN A SCHOWALTER
This foundation does not accept unsolicited requests — it funds preselected organizations.
$1.1M
Granted FY2018
1
Grants
1
Communities
$1.1M
Largest
01What you fund
01
What you funded, over time
By grantee IRS cause code (NTEE).
A cause breakdown isn’t shown here: 99% of COMMUNITY TRUST NORMAN A SCHOWALTER’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.
02FY2018 · 1 grant
Where the money goes
Your grants by size, and where they go.
$1,069,215
Median grant
1
States reached
$0
Total assets
Largest grants
- Greater Milwaukee Foundation$1,069,215
02The need
03
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
show:
Your human-services grants (FY17–17, $1k) land where the poverty rate runs at 6% — the area typically sits at 4%. 100% of those dollars reach neighborhoods with above-average need. Most of your grants land in higher-need ZIPs.
grant to an above-average-need area below average· circle size = grant amount
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.
03Your field
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.
1
United Way of Washington County
United way inspires collaborations through strategic leadership and investments to impact community improvement.
Philanthropy
2
Washington County Arts Council Inc
Promotes the arts and related activities at local, state and national levels
—
3
Waukesha County Community Foundation
A community foundation with endowment funds that provide grant support to charities.
Philanthropy
4
Washington County Community Foundation
To improve the quality of life in washington county by promoting and facilitating philanthropy. the washington county community foundation (foundation) typically receives support from businesses and individuals that have a presence or…
Philanthropy
5
United Way of Washington County-East
Unite our communities to give each person the opportunity to build a better life.
Philanthropy
6
Washington Regional Medical Center
Washington regional is committed to improving the health of people in communities we serve through compassionate, high-quality care, prevention, and wellness education.
Health
7
Waukesha County Community Dental Clinic
To provide dental care to uninsured and under-insured low-income families and children.
Health
8
Waukesha County Historical Society & Museum Inc
The museum is an educational institution dedicated to preserving the history and culture of waukesha county.
—
9
Washington County Historical
The organization is charged with fostering an interest in the history of washington county, maryland and the vicinity.
Arts & Culture
10
The Washington Hospital
The washington hospital is a community hospital dedicated to improving health / providing patient care to all persons without regard to race, color, religion, sex, national origin, disability or ability to pay.
Health
11
Washington Area Community Investment
To increase equity and economic opportunity by investing knowledge, social, and financial capital in low- and moderate-income washington area entrepreneurs.
—
12
United Way of Washington County
Our mission is to unite people, resources and organizations to improve lives in washington county. the united way of washington county envisions a community where everyone achieves their human potential through education, financial…
Philanthropy
For reference, the grantee most central to the portfolio’s shape is United Way of Washington County Inc and the most unlike its peers is The Threshold Incorporated. 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, every filing reconciled, 2017–2024.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.
0
Load-bearing (≥25% of a budget)
1
Early backer (in before they grew)
8/8
Grantees still filing
5/8
Grew since you first funded
Where your money sits — by cause, then by grantee
Other$1,115,715Education$5,500Arts & Culture$5,000Philanthropy$3,000Human Services$1,000Health$500Environment$400
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
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.
Oscar & Augusta Schlegel FdnWI20.4× affinity7 shared granteesties to 7 of 7Hover any node to trace its alignments.Compare side by side →
Open a dossier: Oscar & Augusta Schlegel Fdn · West Bend Community Foundation Inc · Baird Foundation Inc · Prescott Family Foundation Inc · Greater Milwaukee Foundation Inc · Elmore & Alyce Kraemer Char Tr · United Way of Greater Milwaukee & · Amazonsmile 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.
Government reliance of your grantees
Every dot is one organisation COMMUNITY TRUST NORMAN A SCHOWALTER 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.
2024
’20’21’22’23’24
no gov moneyreceives it· size = income
0get no government money at all
0rely on government for over half their income
⤢ axis zoomed · 0–5%
typical government reliance, FY20–24
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.
04Through Plinth
Through Plinth
Your grantmaking, live and operational
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: DR JAMES E ALBRECHT FREE CLINIC.
Agentic due diligence · confidence × risk
Financial management
insufficient risk
Limited financial data in public filings.
Track record & reputation
low risk
8 years of Form 990 filings, still active.
Legal standing
low risk
US 501(c)(3); EIN 391839654 on file with current IRS Form 990 filings.
Governance
Live in Plinth
Board composition & governance documents — verified live in Plinth from the applicant.
Compliance & sanctions
Live in Plinth
OFAC / UN sanctions screening — run live in Plinth at assessment.
Program capacity
Live in Plinth
Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.
Live · Plinth’s real DD engine
Run the actual assessment on DR JAMES E ALBRECHT FREE CLINIC, 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
- Awaiting reportFinancial stability— Runway not derivable from filings.
- WatchSustained operations— Filing through 2024; revenue contracted over the period.
- On trackReliance on your funding— Your grants peaked at 2% of their budget — diversified.
- Awaiting reportEvidence of delivery— Plinth collects the grantee's own monitoring reports post-award.
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.
Agentic due diligenceMonitoring dashboardsCustom board reportsEligibility routing
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
How do I get to Community Trust Norman a Schowalter?
Find your warmest path to Community Trust Norman a Schowalter 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.
More from the funding graph
The regranting layer
51% of grant dollars pass through an intermediary
The DAF merry-go-round
$9.7B circulates between donor-advised funds
Strange bedfellows
the named clusters of US funding
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home
State money flows
the interactive map of money crossing state lines