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Schwegman Foundation Charitable Trust at a glance

· 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
7
States reached
$30k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
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 2021.

Education$56kHealth$20kHuman Services$7kAnimals$6kReligion$3kFood & Nutrition$3kInternational$350
02FY2021 · 15 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2021

  • Under $10k13 grants · $13k
  • $10k–50k2 grants · $41k
$1,000
Median grant
7
States reached
$6k
Total assets
Largest grants
RecipientAmount
ROGER BACON HIGH SCHOOL$30,000
THE HOPE SPOT$11,000
OPERATION SECOND CHANCE$2,500
NEW HOPE CHURCH$2,450
4-PAWS FOR ABILITY$1,500
TUNNEL TO TOWERS$1,000
CIRCLE ASSEMBLY OF GOD$1,000
UNION COUNTY FOOD PANTRY$1,000
HUMANE SOCIETY OF DAYTON$750
ASPCA$600
VETERANS OF FOREIGN WARS$600
ST JUDE CHILDRENS HOSPITAL$600
LEUKEMIA LYMPHOMA SOCIETY$550
BOYS TOWN$540
SALVAATION ARMY$350
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 (FY20–21, $3k) land where the poverty rate runs at 10%, against an area that typically sits at 10%. 25% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 10%BOYS TOWN: $540 → 12%BOYS TOWN: $300 → 12%4-PAWS FOR ABILITY: $2k → 9%4PAWS FOR ABILITY: $1k → 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.

93%of every dollar goes to organizations it has funded before.
$88k · 10 repeat orgs$7k to everyone else

10 repeat relationships: 10 still active in FY2021, 0 since wound down; 5 grantees were first funded in FY2021 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

10
2

Total granted

$88k
$1k

Still filing today

70%
0%

New vs renewed · share of each year

In FY2021, 90% of grant dollars renewed an existing relationship; $5k went to new ones.

50%100%’20’21
RenewedFirst-time

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

’20’21
HealthHuman ServicesAnimalsPublic BenefitEducationOther
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

  • HS
    HOPE SPOT
    2× · 2020–2021 · $18k · revenue +428%
  • OS
    Operation Second Chance Inc
    2× · 2020–2021 · $5k · revenue +182%
  • HS
    HUMANE SOCIETY OF GREATER DAYTON
    2× · 2020–2021 · $2k · revenue +53%

Funded once

  • XF
    XENIA FOOD PANTRY
    one grant, 2020 · $1k
  • SA
    SALVATION ARMY
    one grant, 2020 · $350
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
Ranch Hands Rescue

To provide a sanctuary for people and animals, founded on hope and healing for the long-term recovery of trauma victims, special needs animals, and male survivors of sex trafficking.

Animals
2
The San Francisco Society for the Prevention of Cruelty to Animals

To ensure every companion animal has access to quality medical care, compassionate shelter, and a loving home.

Animals
3
East Tennessee Children's Hospital Association Inc

East tennessee children's hospital is a free-standing, independent, not-for-profit pediatric health care system which serves the east tennessee region. children's hospital is certified by the state of tennessee as a comprehensive regional…

Health
4
Lake Humane Society

Mission: to protect animals and build connections between pets and people through advocacy and education. vision: leading and guiding a humane lake county core values: compassion for pets and people. engagement through innovative programs,…

Animals
5
The Humane Society of Rochester & Monroe County for the Prevention of Cruelty to

Together with our community, we better the lives of animals through justice, prevention, and life-saving care. lollypop farm, the humane society of greater rochester, envisions a just and compassionate world for all animals.

Animals
6
New Hampshire Society for the Prevention of Cruelty to Animals

To save the lives of animals through rescue, rehabilitation and adoption; to promote learning, eliminate animal cruelty and be a leader in advancing the highest standards in animal welfare.

Animals
7
Children's Hospital & Research Center At Oakland

The mission of children's hospital & research center at oakland is to protect and advance the health and well-being of children through clinical care, teaching and research.

Health
8
Jacksonville Humane Society Inc

The jacksonville humane society provides care, comfort and compassion to animals in need while engaging the hearts, hands and minds of our community to bring about an end to the killing of abandoned and orphaned shelter animals.

Animals
9
Paws Need People

Paws need people strive to rescue pets from shelters and provide a place they can stay until they are adopted. they provide pets to veterans through its therapy pet program.

—
10
Blue Waters Dog Rescue

We are a non-profit organization dedicated to helping animals in need. Our focus is on rescuing and rehabilitating animals. We provide the full curriculum of care for each dog rescued, This includes: shelter, food, spaying & neutering,…

Animals
11
Nationwide Childrens Hospital Group Return

Nationwide children's hospital's mission is committed to best outcomes and health equity for all children, ensuring every child has access to the best care regardless of their ability to pay. upon this fundamental belief, nch is committed…

—
12
Apollo's Pals Sanctuary Rehabiliation and Adoption Inc

At apollo's pals sanctuary rehabilitation and adoption inc., we are driven by the enduring love and gentle spirit of our namesake, apollo a faithful companion who brought unwavering comfort and joy to our family. in his honor, we dedicate…

Animals
How this is measured
The grantee most central to the portfolio’s shape is 4 Paws for Ability Inc; the most unlike its peers is Hope Spot. 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

8 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. 8 of the 17 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)
3
Early backer (in before they grew)
8/8
Grantees still filing
7/8
Grew since first funded

Where the money sits, by cause and then by grantee

ROGER BACON HIGH SCHOOL: $55,000 · OtherROGER BACON HIGH SCHOOLNEW HOPE CHURCH: $2,450 · Other+7 more: $6,300 · Other+7 moreHOPE SPOT: $17,500 · HealthHOPE SPOTST JUDE CHILDREN'S RESEARCH HOSPITAL INC: $1,325 · HealthST JUDE CHILDREN'S RES…Operation Second Chance Inc: $5,000 · Public Benefit4 PAWS FOR ABILITY INC: $2,500 · Human ServicesFather Flanagan's Boys' Home: $840 · Human ServicesHUMANE SOCIETY OF GREATER DAYTON: $1,600 · AnimalsTHE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS: $1,420 · AnimalsSTEPHEN SILLER TUNNEL TO TOWERS FOUNDATION: $1,000 · Education
Other$63,750Health$18,825Public Benefit$5,000Human Services$3,340Animals$3,020Education$1,000

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 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
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.

How much its grantees rely on government

Each dot is one organization Schwegman Foundation Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Schwegman Foundation Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%1%3%6%10%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
    1get no government money at all
    2report 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 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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    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