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Edgar & Lucile Schergens Foundation Inc at a glance

· Private foundation

Edgar & Lucile Schergens Foundation Inc

Its FY2024 filing reports that it accepted unsolicited grant applications.

$376k
Granted FY2024still arriving
2
Grants FY2024still arriving
1
States reached
$346k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.

Education$1.5MHealth$50kArts & Culture$10kFood & Nutrition$4kCrime & Legal$2kCommunity Improvement$500
02FY2024 · 2 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • $10k–50k1 grant · $30k
  • $250k+1 grant · $346k
$346,068
Median grant
1
States reached
$7.7M
Total assets
Largest grants
RecipientAmount
Individual grant recipient$346,068
Perry County Junior Achievement$30,000
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:

Dollar for dollar, its grants (FY20–24) land where the poverty rate runs at 16%, against an area that typically sits at 12%. 97% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 12%COLLEGE SCHOLARSHIPS TO STANFORD UNIVERSITY: $9k → 8%COLLEGE SCHOLARSHIPS TO DALLAS BAPTIST UNIVERSITY: $9k → 14%COLLEGE SCHOLARSHIPS TO ORAL ROBERTS UNIVERSITY: $5k → 15%COLLEGE SCHOLARSHIPS TO DEPAUW UNIVERSITY: $9k → 10%COLLEGE SCHOLARSHIPS TO VOCATIONAL SCHOOLS: $63k → 15%COLLEGE SCHOLARSHIPS TO UNIVERSITY OF SOUTHERN INDIANA: $17k → 15%COLLEGE SCHOLARSHIPS TO IUPUI: $26k → 16%COLLEGE SCHOLARSHIPS: $282k → 17%COLLEGE SCHOLARSHIPS TO INDIANA UNIVERSITY: $68k → 18%COLLEGE SCHOLARSHIPS TO PURDUE UNIVERSITY: $26k → 19%ST RAPHAEL THE ARCHANGEL SCHOOL: $500 → 15%COLLEGE SCHOLARSHIPS TO MURRAY STATE UNIVERSITY: $9k → 19%COLLEGE SCHOLARSHIPS TO VINCENNES UNIVERSITY: $9k → 15%Perry County Junior Achievement: $30k → 17%PERRY CENTRAL ACTIVITY FUND: $2k → 15%PERRY COUNTY MEMORIAL HOSPITAL FOUNDATION: $25k → 17%PERRY COUNTY MEMORIAL HOSPITAL FOUNDATION: $25k → 17%TELL CITY HISTORICAL SOCIETY: $10k → 17%PERRY COUNTY JUNIOR ACHIEVEMENT: $6k → 17%PERRY COUNTY JUNIOR ACHIEVEMENT: $6k → 17%Perry County Junior Achievement: $6k → 17%Perry County Junior Achievement: $6k → 17%NATIONAL CHILD SAFETY COUNCIL: $2k → 17%TELL CITY HIGH SCHOOL: $2k → 17%PERRY COUNTY BUSINESS DEVELOPMENT CORPORATION: $500 → 17%PERRY CENTRAL COUNCIL ON AGING: $500 → 17%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.
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.

82%of every dollar goes to organizations it has funded before.
$1.3M · 3 repeat orgs$280k to everyone else

Grantees it renews have grown median revenue +77% since the first grant, against +40% for those funded once.

3 repeat relationships: 2 still active in FY2024, 1 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

3
20

Total granted

$1.3M
$280k

Median revenue growth · since first grant

+77%
+40%

Still filing today

33%
5%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’20’21’22’23’24
RenewedFirst-time

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

’20’21’22’23’24
HealthEducationOther
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

  • IG
    Individual grant recipient
    4× · 2021–2024 · $1.2M
  • PC
    Perry County Junior Achievement
    5× · 2020–2024 · $54k
  • PC
    Perry County Memorial Hospital Foun
    2× · 2020–2021 · $50k · revenue +77%

Funded once

  • CS
    COLLEGE SCHOLARSHIPS TO INDIANA UNIVERSITY
    one grant, 2020 · $68k
  • CS
    COLLEGE SCHOLARSHIPS TO VOCATIONAL SCHOOLS
    one grant, 2020 · $63k
  • CS
    COLLEGE SCHOLARSHIPS TO PURDUE UNIVERSITY
    one grant, 2020 · $26k
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
04the grantee network

2 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. 2 of the 23 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)
1
Early backer (in before they grew)
2/2
Grantees still filing
2/2
Grew since first funded

Where the money sits, by cause and then by grantee

Individual grant recipient: $1,217,342 · OtherIndividual grant recipientCOLLEGE SCHOLARSHIPS TO INDIANA UNIVERSITY: $68,000 · OtherCOLLEGE SCHOLARSHIPS TO VOCATIONAL SCHOOLS: $63,000 · OtherPerry County Junior Achievement: $54,000 · Other+17 more: $144,500 · Other+17 morePerry County Memorial Hospital Foun: $50,000 · HealthORAL ROBERTS UNIVERSITY: $4,867 · Education
Other$1,546,842Health$50,000Education$4,867

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

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetPerry County Memorial Hospital Foun: $50,000 over 2y, 14% of budgetORAL ROBERTS UNIVERSITY: $4,867 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.

  • Who funds Perry County Memorial Hospital Foun ↗
  • Who funds ORAL ROBERTS UNIVERSITY ↗

How much its grantees rely on government

Each dot is one organization Edgar & Lucile Schergens Foundation Inc funds: left to right is the share of its income from government, bottom to top the share from Edgar & Lucile Schergens Foundation Inc. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%4%8%15%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 0%
  • Oral Roberts University: 0% of income from government
no gov moneyreceives it· size = income
0get no government money at all
0rely on government for over half their income
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 Edgar & Lucile Schergens Foundation Inc?

Find your warmest path to Edgar & Lucile Schergens Foundation Inc 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 23 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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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