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Ohio · Private foundation

Schwegman Foundation Charitable Trust

Its FY2021 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$54k
Granted FY2021
15
Grants FY2021
15
Organizations funded FY2021
33%
First-time grantees FY2021
Read the full brief
Median grant, FY2021
$1,000
Largest grant, FY2021
$30,000
Organizations funded a year
12 to 15
FY2020 to FY2021
States reached, FY2021
7
Total assets, FY2021
$6k
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2021, 33% of the organizations Schwegman Foundation Charitable Trust funded were first-time grantees, receiving 10% of its grant dollars.

The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY202115$54k33%
FY202012$40kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2021.

Education$56kHealth$20kHuman Services$7kAnimals$6kReligion$3kFood & Nutrition$3kInternational$350

Top grantees

Largest recipients by total granted, FY2020 to FY2021, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Roger Bacon High School$55,0002n/a
Hope Spot$17,50027%
Operation Second Chance Inc$5,00020%
4 Paws for Ability Inc$2,50020%
Humane Society of Greater Dayton$1,60020%
The American Society for the Prevention of Cruelty to Animals$1,42020%
St Jude Children's Research Hospital Inc$1,32520%
Stephen Siller Tunnel to Towers Foundation$1,00010%
Circle Assembly of God$1,0001n/a
Father Flanagan's Boys' Home$84020%

Plus 7 recipients with no EIN on record ($8k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Schwegman Foundation Charitable Trust supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetHope Spot: $17,500 over 2y, 7.5% of budgetOperation Second Chance Inc: $5,000 over 2y, 0.1% of budget4 Paws for Ability Inc: $2,500 over 2y, 0.0% of budgetHumane Society of Greater Dayton: $1,600 over 2y, 0.0% of budgetThe American Society for the Prevention of Cruelty to Animals: $1,420 over 2y, 0.0% of budgetSt Jude Children's Research Hospital Inc: $1,325 over 2y, 0.0% of budgetStephen Siller Tunnel to Towers Foundation: $1,000 over 1y, 0.0% of budgetFather Flanagan's Boys' Home: $840 over 2y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 8.

Compare Schwegman Foundation Charitable Trust with peer funders

About Schwegman Foundation Charitable Trust

How much does Schwegman Foundation Charitable Trust give?
Schwegman Foundation Charitable Trust reported 15 grants totaling $54,440 in its FY2021 IRS filing. It funded between 12 and 15 organizations a year over FY2020 to FY2021.
What does Schwegman Foundation Charitable Trust fund?
By grant dollars over FY2020 to FY2021, its largest causes are Education (59%), Health (21%), Human Services (7%).
Who are Schwegman Foundation Charitable Trust's largest grantees?
By total granted over FY2020 to FY2021: Roger Bacon High School ($55k), Hope Spot ($18k), Operation Second Chance Inc ($5k).
Does Schwegman Foundation Charitable Trust fund new organizations?
In FY2021, 33% of the organizations it funded were first-time grantees.
Does Schwegman Foundation Charitable Trust accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Where is Schwegman Foundation Charitable Trust based?
Schwegman Foundation Charitable Trust is based in OH.

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 17 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 2021, released 2021. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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