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Howard W and Katherine L Gwaltney Foundation at a glance

· Private foundation

Howard W and Katherine L Gwaltney Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$25k
Granted FY2024still arriving
1
Grants FY2024still arriving
1
States reached
$25k
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, FY2017 to 2024.

Arts & Culture$63kMembership Benefit$30kEducation$27kPublic Safety & Disaster$22kAnimals$2kCommunity Improvement$2kHuman Services$2k
02FY2024 · 1 grant

Where the money goes

Grants by size, and the largest recipients.

$25,000
Median grant
1
States reached
$0
Total assets
Largest grants
RecipientAmount
SANDLER CENTER FOUNDATION$25,000
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:

Its human-services grants (FY17–23, $4k) land where the poverty rate runs at 9%, against an area that typically sits at 9%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 9%GIMME SHELTER: $2k → 9%ISLE OF WIGHT CHRISTIAN OUTREACH: $2k → 9%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.

73%of every dollar goes to organizations it has funded before.
$108k · 6 repeat orgs$40k to everyone else

6 repeat relationships: 0 still active in FY2024, 6 since wound down; 1 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

6
8

Total granted

$108k
$15k

Median revenue growth · since first grant

+34%
+37%

Still filing today

100%
63%

New vs renewed · share of each year

In FY2024, 0% of grant dollars renewed an existing relationship; $25k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

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

’17’18’19’20’21’22’23’24
Arts & CultureHuman ServicesPublic Safety & DisasterCommunity ImprovementOther
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

  • IH
    Ivy Hill Cemetery
    6× · 2017–2023 · $30k · revenue +114% · 36% of their budget
  • IO
    Isle of Wight Volunteer Rescue Squad
    2× · 2022–2023 · $21k · revenue +38%
  • IO
    ISLE OF WIGHT COUNTY MUSEUM FOUNDATION INC
    5× · 2017–2023 · $12k · revenue +16%

Funded once

  • IO
    ISLE OF WIGHT CHRISTIAN OUTREACH PROGRAM INCgraduated
    one grant, 2023 · $2k · revenue +46%
  • IO
    ISLE OF WIGHT ACADEMY
    one grant, 2017 · $2k
  • SR
    Smithfield Rotary Clubgraduated
    one grant, 2020 · $2k · revenue +56%
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
1750 Isle of Wight County Courthouse Inc

Historical preservation of 18th century courthouse and its grounds

Arts & Culture
2
Isle of Wight County Humane Society

To improve the lives of companion animals

Animals
3
Smithfield Va Events

Raise money for charities thru local festivals

Community Improvement
4
Southampton County Historical Society
Arts & Culture
5
Cuttyhunk Historical Society Inc
Arts & Culture
6
Education Foundation for Isle of Wight Public Schools Inc

To support quality education in Isle of Wight County

Education
7
Carrollton Volunteer Fire Department Inc

Preserve and protect life and property during emergencies and disasters in Isle of Wight County, VA and municipalities requesting service

Public Safety & Disaster
8
King William County Historical Society

Our mission is to collect, interpret, and preserve those things relative to the history of King William County while acting as caretaker of artifacts from the lives and traditions of the people who have gone before us.

Arts & Culture
9
Shackle Island Volunteer Fire Department

The mission of the Shackle Island Volunteer Fire Department is to save lives and protect property through emergency fire rescue response and by providing emergency medical services.

Public Safety & Disaster
10
Smithfield Township Volunteer Fire Company No 1

Volunteer firefighting

Public Safety & Disaster
11
Island County Historical Society

Island County Historical Society operates a museum to provide a stimulating environment for the study of Island Countys rich and fascinating cultural and geological history

Arts & Culture
12
Scruggs Volunteer Fire & Rescue Squad

Scruggs Volunteer Fire & Rescue Squad provides emergency medical transport services and fire protection to persons and property in Franklin County, Virginia.

—
How this is measured
The grantee most central to the portfolio’s shape is Smithfield Volunteer Fire Department; the most unlike its peers is Isle of Wight County Museum Foundation Inc. 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

11 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. 11 of the 15 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.

2
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
11/11
Grantees still filing
7/11
Grew since first funded

Where the money sits, by cause and then by grantee

Ivy Hill Cemetery: $30,000 · OtherIvy Hill CemeterySANDLER CENTER FOUNDATION: $25,000 · OtherSANDLER CENTER FOUNDATION+4 more: $8,000 · Other+4 moreHistoric St Lukes Restoration: $23,000 · Arts & CultureHistoric St Lukes RestorationISLE OF WIGHT COUNTY MUSEUM FOUNDATION INC: $12,000 · Arts & CultureISLE OF WIGHT COUNTY MUSEUM FOUNDATI…ISLE OF WIGHT ARTS LEAGUE INC: $11,000 · Arts & CultureISLE OF WIGHT ARTS LEAGUE INCSmithfield Little Theatre: $2,000 · Arts & CultureIsle of Wight Volunteer Rescue Squad: $21,000 · Public Safety & DisasterIsle of Wight Vo…Smithfield Volunteer Fire Department: $1,000 · Public Safety & DisasterHistoric Smithfield Inc: $11,000 · Community ImprovementISLE OF WIGHT CHRISTIAN OUTREACH PROGRAM INC: $2,000 · Human ServicesGimme Shelter Inc: $2,000 · Human Services
Other$63,000Arts & Culture$48,000Public Safety & Disaster$22,000Community Improvement$11,000Human Services$4,000

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

25%50%75%100%$100k$1.0Mgrantee revenue →↑ funder's share of their budgetIvy Hill Cemetery: $30,000 over 6y, 36% of budgetHistoric St Lukes Restoration: $23,000 over 5y, 0.9% of budgetIsle of Wight Volunteer Rescue Squad: $21,000 over 2y, 6.8% of budgetISLE OF WIGHT COUNTY MUSEUM FOUNDATION INC: $12,000 over 5y, 9.5% of budgetHistoric Smithfield Inc: $11,000 over 4y, 27% of budgetISLE OF WIGHT ARTS LEAGUE INC: $11,000 over 4y, 3.2% of budgetISLE OF WIGHT CHRISTIAN OUTREACH PROGRAM INC: $2,000 over 1y, 0.3% of budgetSmithfield Rotary Club: $2,000 over 1y, 6.9% of budgetGimme Shelter Inc: $2,000 over 1y, 1.9% of budgetSmithfield Little Theatre: $2,000 over 1y, 1.5% of budgetSmithfield Volunteer Fire Department: $1,000 over 1y, 0.1% 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 set of overlaps that mostly run through this funder rather than between each other.

Amazonsmile Foundation
Amazonsmile FoundationWA1.4× affinity4 shared granteesties to 0 of 0Hover any node to trace its alignments.Compare side by side →

Open a dossier: 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 Howard W and Katherine L Gwaltney Foundation funds: left to right is the share of its income from government, bottom to top the share from Howard W and Katherine L Gwaltney Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%2%8%17%30%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    3report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    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 Howard W and Katherine L Gwaltney Foundation?

    Find your warmest path to Howard W and Katherine L Gwaltney 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 15 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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