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· Private foundation

Otto a Shults 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.

$47k
Granted FY2025still arriving
10
Grants FY2025still arriving
1
States reached
$12k
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, FY2017 to 2025.

Education$261kReligion$152kPhilanthropy$22k
02FY2025 · 10 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k9 grants · $35k
  • $10k–50k1 grant · $12k
$2,339
Median grant
1
States reached
$893k
Total assets
Largest grants
RecipientAmount
NAZARETH UNIVERSITY$11,696
ST JOHN FISHER COLLEGE$9,356
ST BERNARDS SCH THEOLOGY & MINISTRY$9,356
THE UNIVERSITY OF ROCHESTER$2,339
ST JOSEPHS CHURCH$2,339
MCQUAID JESUIT HIGH SCHOOL$2,339
UNITED WAY OF GREATER ROCHESTER$2,339
ST THOMAS MORE CHURCH$2,339
OFFICE OF SOCIAL MINISTRY$2,339
AQUINAS INSTITUTE OF ROCHESTER$2,339
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 (FY17–25) land where the poverty rate runs at 14%, against an area that typically sits at 11%. 100% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%ST JOSEPHS CHURCH: $3k → 13%NAZARETH COLLEGE OF ROCHESTER: $13k → 14%ST JOSEPHS CHURCH: $2k → 13%NAZARETH COLLEGE OF ROCHESTER: $12k → 14%ST JOSEPHS CHURCH: $2k → 13%NAZARETH COLLEGE OF ROCHESTER: $12k → 14%NAZARETH COLLEGE OF ROCHESTER: $12k → 14%NAZARETH COLLEGE OF ROCHESTER: $12k → 14%NAZARETH COLLEGE OF ROCHESTER: $12k → 14%NAZARETH UNIVERSITY: $12k → 14%NAZARETH UNIVERSITY: $11k → 14%ST THOMAS MORE CHURCH: $3k → 14%ST THOMAS MORE CHURCH: $2k → 14%ST THOMAS MORE CHURCH: $2k → 14%AQUINAS INSTITUTE OF ROCHESTER: $3k → 14%AQUINAS INSTITUTE OF ROCHESTER: $2k → 14%AQUINAS INSTITUTE OF ROCHESTER: $2k → 14%THE UNIVERSITY OF ROCHESTER: $3k → 14%THE UNIVERSITY OF ROCHESTER: $2k → 14%THE UNIVERSITY OF ROCHESTER: $2k → 14%OFFICE OF SOCIAL MINISTRY: $3k → 14%OFFICE OF SOCIAL MINISTRY: $2k → 14%OFFICE OF SOCIAL MINISTRY: $2k → 14%UNITED WAY OF GREATER ROCHESTER: $3k → 14%UNITED WAY OF GREATER ROCHESTER: $2k → 14%UNITED WAY OF GREATER ROCHESTER: $2k → 14%NAZARETH UNIVERSITY: $12k → 14%ST JOHN FISHER COLLEGE: $11k → 14%ST BERNARDS SCH THEOLOGY & MINISTRY: $11k → 14%ST JOHN FISHER COLLEGE: $10k → 14%ST BERNARDS SCH THEOLOGY & MINISTRY: $10k → 14%ST BERNARDS SCH THEOLOGY & MINISTRY: $10k → 14%ST JOHN FISHER COLLEGE: $10k → 14%ST JOHN FISHER COLLEGE: $10k → 14%ST BERNARDS SCH THEOLOGY & MINISTRY: $10k → 14%ST BERNARDS SCH THEOLOGY & MINISTRY: $10k → 14%ST JOHN FISHER COLLEGE: $10k → 14%ST BERNARDS SCH THEOLOGY & MINISTRY: $9k → 14%ST JOHN FISHER COLLEGE: $9k → 14%ST BERNARDS SCH THEOLOGY & MINISTRY: $9k → 14%ST JOHN FISHER COLLEGE: $9k → 14%ST JOHN FISHER COLLEGE: $9k → 14%ST BERNARDS SCH THEOLOGY & MINISTRY: $9k → 14%ST JOHN FISHER COLLEGE: $9k → 14%ST BERNARDS SCH THEOLOGY & MINISTRY: $9k → 14%MCQUAID JESUIT HIGH SCHOOL: $3k → 14%MCQUAID JESUIT HIGH SCHOOL: $2k → 14%MCQUAID JESUIT HIGH SCHOOL: $2k → 14%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.

100%of every dollar goes to organizations it has funded before.
$435k · 10 repeat orgs$0 to everyone else

10 repeat relationships: 10 still active in FY2025, 0 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

10
0

Total granted

$435k
$0

Still filing today

40%
0%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
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

  • NAZARETH UNIVERSITY
    9× · 2017–2025 · $109k · revenue +17%
  • SJ
    ST JOHN FISHER UNIVERSITY
    9× · 2017–2025 · $87k · revenue +29%
  • UNIVERSITY OF ROCHESTER
    9× · 2017–2025 · $22k · revenue +81%

Funded once

    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

    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 10 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
    4/4
    Grew since first funded

    Where the money sits, by cause and then by grantee

    NAZARETH UNIVERSITY: $108,714 · EducationNAZARETH UNIVERSITYST JOHN FISHER UNIVERSITY: $86,970 · EducationST JOHN FISHER UNIVERSITYUNIVERSITY OF ROCHESTER: $21,745 · EducationUNIVERSITY OF ROCHESTERTHE AQUINAS INSTITUTE OF ROCHESTER: $21,744 · EducationTHE AQUINAS INSTITUTE OF ROCHESTERST BERNARDS SCH THEOLOGY & MINISTRY: $86,970 · OtherST BERNARDS SCH THEOLOGY & MINISTRYST THOMAS MORE CHURCH: $21,744 · OtherST THOMAS MORE CHURCHST JOSEPHS CHURCH: $21,744 · OtherST JOSEPHS CHURCHUNITED WAY OF GREATER ROCHESTER: $21,744 · OtherUNITED WAY OF GREATER ROCHESTERMCQUAID JESUIT HIGH SCHOOL: $21,744 · OtherMCQUAID JESUIT HIGH SCHOOLOFFICE OF SOCIAL MINISTRY: $21,744 · OtherOFFICE OF SOCIAL MINISTRY
    Education$239,173Other$195,690

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

    25%50%75%100%$100Mgrantee revenue →↑ funder's share of their budgetNAZARETH UNIVERSITY: $108,714 over 9y, 0.0% of budgetST JOHN FISHER UNIVERSITY: $86,970 over 9y, 0.0% of budgetUNIVERSITY OF ROCHESTER: $21,745 over 9y, 0.0% of budgetTHE AQUINAS INSTITUTE OF ROCHESTER: $21,744 over 9y, 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 NAZARETH UNIVERSITY ↗
    • Who funds ST JOHN FISHER UNIVERSITY ↗
    • Who funds UNIVERSITY OF ROCHESTER ↗
    • Who funds THE AQUINAS INSTITUTE OF ROCHESTER ↗

    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.

    Rochester Area Community FoundationNY13.8× affinity4 shared granteesties to 0 of 0Hover any node to trace its alignments.Compare side by side →

    Open a dossier: Rochester Area Community 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 Otto a Shults Foundation funds: left to right is the share of its income from government, bottom to top the share from Otto a Shults Foundation. 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%3%5%8%10%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 · 0–10%
      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 10 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

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