Skip to content

· Private foundation

Forrest and Minnie Oates Schsp Trust

Its FY2025 filing reports that it accepted unsolicited grant applications.

$8k
Granted FY2025still arriving
7
Grants FY2025still arriving
1
States reached
$2k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2025.

Education$69k
02FY2025 · 7 grants

Where the money goes

Grants by size, and the largest recipients.

$875
Median grant
1
States reached
$167k
Total assets
Largest grants
RecipientAmount
UNIVERSITY OF ALABAMA HUNTSVILLE$2,250
TROY UNIVERSITY$1,500
AUBURN UNIVERSITY$1,375
UNIVERSITY OF SOUTH ALABAMA$875
JACKSONVILLE STATE UNIVERSITY$500
UNIVERSITY OF NORTH ALABAMA$500
SAMFORD UNIVERSITY$500
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 (FY23–25) land where the poverty rate runs at 18%, against an area that typically sits at 17%. 58% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 17%UNIVERSITY OF NORTH ALABAMA: $500 → 13%AUBURN UNIVERSITY: $1k → 15%UNIVERSITY OF ALABAMA AT BIRMINGHAM: $2k → 16%UNIVERSITY OF ALABAMA: $600 → 17%JACKSONVILLE STATE UNIVERSITY: $600 → 19%UNIVERSITY OF MOBILE: $600 → 19%TROY UNIVERSITY: $2k → 27%AUBURN UNIVERSITY: $600 → 15%JEFFERSON STATE COMMUNITY COLLEGE: $1k → 16%UNIVERSITY OF ALABAMA: $600 → 17%JACKSONVILLE STATE UNIVERSITY: $500 → 19%UNIVERSITY OF SOUTH ALABAMA: $875 → 19%TROY UNIVERSITY: $600 → 27%JEFFERSON STATE COLLEGE: $600 → 16%UNIVERSITY OF ALABAMA: $600 → 17%UNIVERSITY OF SOUTH ALABAMA: $600 → 19%TROY UNIVERSITY: $600 → 27%JEFFERSON STATE COLLEGE: $600 → 16%UNIVERSITY OF ALABAMA HUNTSVILLE: $2k → 17%SAMFORD UNIVERSITY: $600 → 16%SAMFORD UNIVERSITY: $500 → 16%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.

81%of every dollar goes to organizations it has funded before.
$56k · 18 repeat orgs$13k to everyone else

18 repeat relationships: 6 still active in FY2025, 12 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

18
17

Total granted

$56k
$11k

Median revenue growth · since first grant

+9%
+51%

Still filing today

17%
6%

New vs renewed · share of each year

In FY2025, 70% of grant dollars renewed an existing relationship; $2k went to new ones.

50%100%’18’19’20’21’22’23’24’25
RenewedFirst-time
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

  • AU
    AUBURN UNIVERSITY
    6× · 2018–2025 · $9k
  • UO
    UNIVERSITY OF SOUTH ALABAMA
    6× · 2018–2025 · $8k
  • TU
    TROY UNIVERSITY
    5× · 2018–2025 · $6k

Funded once

  • JS
    JEFFERSON STATE COLLEGE
    one grant, 2024 · $1k
  • HJ
    HALEY JOHNSON CO AUBURN UNIVERSITY
    one grant, 2021 · $1k
  • BW
    BRITTON WADE CO UNIV OF MONTEVALLO
    one grant, 2021 · $1k
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
Johnson University

Johnson university is a private, coeducational institution of higher learning offering associate, bachelor's, master's and doctoral degrees.

Education
2
John Brown University

Provide a christ-centered education that prepares students to honor god and serve others.

Education
3
The University Foundation

To assist and aid the board of trustees of the university of alabama in fulfilling its educational, research, and public service programs and activities.

—
4
Jackson State University Development Foundation Inc

To provide financial support to the JSU academic programs, student scholarships as well as general university support.

Education
5
Union University

Union university provides christ-centered education that promotes excellence and character development in service to church and society.

Education
6
University of the South

An Episcopal University composed of the College of Arts and Sciences and the School of Theology.

Education
7
Houston Christian University

To provide instruction for approximately 5,200 students in undergraduate and graduate courses.

—
8
Tuskegee University

To provide quality post secondary educational opportunities and contribute to the betterment of society through research and development

Education
9
University of the Ozarks

A presbyterian church related university that provides undergraduate liberal arts education.

Education
10
Saint Martin's University

Saint martin's university is a catholic benedictine institute of higher education that empowers students to pursue a lifetime of learning and accomplishment in all arenas of human endeavor.

Education
11
Augustana College

Offer a challenging education that develops the qualities of mind, spirit and body for students.

Education
12
John Cabot University

Higher Education - Bachelor and Master degrees - accredited by the Middle States Commission on Higher Education.

Education
How this is measured
The grantee most central to the portfolio’s shape is Samford University; the most unlike its peers is Auburn University Panhellenic Council. 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

4 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. 4 of the 36 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)
0
Early backer (in before they grew)
4/4
Grantees still filing
3/4
Grew since first funded

Where the money sits, by cause and then by grantee

AUBURN UNIVERSITY: $9,145 · OtherAUBURN UNIVERSITYUNIVERSITY OF SOUTH ALABAMA: $7,995 · OtherUNIVERSITY OF SOUTH ALABAMATROY UNIVERSITY: $6,490 · OtherTROY UNIVERSITYUNIVERSITY OF ALABAMA: $5,225 · OtherUNIVERSITY OF ALABAMAUniversity Of Montevallo: $3,770 · OtherUniversity Of MontevalloUNIVERSITY OF ALABAMA AT BIRMINGHAM: $2,590 · OtherUNIVERSITY OF ALABAMA HUNTSVILLE: $2,250 · Other+25 more: $23,307 · Other+25 moreUNIVERSITY OF MOBILE: $3,025 · EducationUNIVERSITY O…Samford University: $2,495 · EducationSamford Univ…JUDSON COLLEGE: $1,800 · EducationJUDSON COLLE…FAULKNER UNIVERSITY: $545 · EducationFAULKNER UNI…
Other$60,772Education$7,865

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

25%50%75%100%$10M$100Mgrantee revenue →↑ funder's share of their budgetUNIVERSITY OF MOBILE: $3,025 over 3y, 0.0% of budgetSamford University: $2,495 over 4y, 0.0% of budgetJUDSON COLLEGE: $1,800 over 2y, 0.0% of budgetFAULKNER UNIVERSITY: $545 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 UNIVERSITY OF MOBILE ↗
  • Who funds Samford University ↗
  • Who funds JUDSON COLLEGE ↗
  • Who funds FAULKNER UNIVERSITY ↗

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.

The Simpson FoundationMO13.8× affinity4 shared granteesties to 4 of 4Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Simpson Foundation · The Mouron Family Foundation · Hill Crest Foundation Inc · Alabama Power Foundation Inc · Amazonsmile 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 Forrest and Minnie Oates Schsp Trust funds: left to right is the share of its income from government, bottom to top the share from Forrest and Minnie Oates Schsp Trust. Bigger dots raise more.

2025
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%6%13%19%25%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    1report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–25%
    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.

    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 36 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 Forrest and Minnie Oates Schsp’s filings →

    More from the funding graph