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Southwest Foundation for Education & Historical Preservation at a glance

· Private foundation

Southwest Foundation for Education & Historical Preservation

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.

$277k
Granted FY2024still arriving
14
Grants FY2024still arriving
1
States reached
$57k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0199% 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$1.2MEducation$607kScience & Tech$165kEnvironment$148kCivil Rights$133kHuman Services$69kReligion$42kRecreation & Sports$39kOther$0
02FY2024 · 14 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k2 grants · $11k
  • $10k–50k10 grants · $160k
  • $50k–250k2 grants · $107k
$16,000
Median grant
1
States reached
$7.7M
Total assets
Largest grants
RecipientAmount
THE UNIVERSITY OF ARIZONA TUCSON AZ$56,689
PATRONATO SAN XAVIER$50,000
TUCSON BOTANICAL GARDENS TUCSON AZ$24,000
GEORGE PHAR LEGLER SOCIETY INC$20,000
NACO HERITAGE ALLIANCE$20,000
FOX TUCSON THEATRE FOUNDATION$20,000
Individual grant recipient$16,000
MUSEUM OF NORTHERN ARIZONA$15,000
FRANK LLOYD WRIGHT FOUNDATION$13,000
SANTA CRUZ VALLEY NATIONAL HERITAGE$11,800
TUCSON YOUTH MUSIC CENTER$10,000
CHILDRENS MUSEUM TUCSON$10,000
LOS DESCENDIENTES DEL PRESIDIO DE T$7,500
Individual grant recipient$3,500
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:

Its human-services grants (FY21–23, $30k) land where the poverty rate runs at 15%, against an area that typically sits at 9%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%NATIVE AMERICAN ADVANCEMENT FOUNDATION: $20k → 15%AMISTADES: $10k → 15%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.
04

Where the work is directed

The same grants placed two ways: where each recipient sits, and where its stated purpose sends the money.

About 7% of Southwest Foundation for Education & Historical Preservation’s grant dollars are earmarked for a different county than the recipient’s own address.

Southwest Foundation for Education & Historical Preservationlessmore of its giving
Placed by recipient address · 4.7% directed abroad (not shown)
How this is measured
Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

60%of every dollar goes to organizations it has funded before.
$1.5M · 31 repeat orgs$1.0M to everyone else

Grantees it renews have grown median revenue +96% since the first grant, against +8% for those funded once.

31 repeat relationships: 7 still active in FY2024, 24 since wound down; 7 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

31
71

Total granted

$1.5M
$869k

Median revenue growth · since first grant

+96%
+8%

Still filing today

71%
38%

New vs renewed · share of each year

In FY2024, 45% of grant dollars renewed an existing relationship; $152k 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 & CultureEducationEnvironmentRecreation & SportsHuman ServicesScience & TechOther
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

  • PS
    PATRONATO SAN XAVIER
    4× · 2017–2024 · $174k · revenue +70%
  • TA
    The Amerind Foundation Inc
    5× · 2017–2023 · $101k · revenue +264%
  • University of Arizona Foundation
    2× · 2017–2023 · $94k · revenue +109%

Funded once

  • UO
    U OF A FOUNDATION - HONORS COLLEGE
    one grant, 2023 · $50k
  • UO
    U OF A FOUND - UA HONORS COLLEGE
    one grant, 2018 · $45k
  • UO
    U OF A FOUND - HONORS COLLEGE
    one grant, 2018 · $34k
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
Boyce Thompson Southwestern Arboretum
—
2
Arizona Latin-American Medical Association
Unclassified
3
Arizona Site Steward Program Foundation
Education
4
Arizona Railroad Historical Society
Arts & Culture
5
Arts Foundation for Tucson and Southern Arizona

The Arts Foundation mission is to advance artistic expression, civic participation, and equitable economic growth of our diverse community by supporting, promoting, and advocating for arts and culture in our region.

Arts & Culture
6
Degrazia Foundation Inc
Unclassified
7
Arizona-Sonora Desert Museum

We inspire people to live in harmony with the natural world by fostering love, appreciation, and understanding of the sonoran desert.

Arts & Culture
8
The Bisbee Foundation Inc

Our focus is to work with groups and individuals who are in the arts, humanities, education and historic preservation with goals designed to enhance Bisbees unique place in the history of the Southwest, the contribution made to Bisbees…

—
9
Bisbee Council on the Arts and Humanities

Through the operation of museums and support of historic preservation we will attempt to interpret and conserve our historical and cultural heritage. Through the presentation and support of cultural and educational programs we will attempt…

Arts & Culture
10
Arizona Railway Museum

Acquisition preservation and Restoration of Railroad Artifacts Showing the History of Arizona

—
11
Bullion Plaza Cultural Center & Museum

The Bullion Plaza Cultural Center & Museum is dedicated to preserving and presenting the culturally diverse history the human experience as well as exploring the natural environment unique to the Globe-Miami region of Arizona

Arts & Culture
12
Tucson Museum of Art and Historic Block Inc

The tucson museum of art and historic block connects art to life through meaningful and engaging experiences that inspire discovery, spark creativity, and promote cultural understanding.

Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is Museum of Northern Arizona Inc; the most unlike its peers is Babbitt Brothers Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
05the grantee network

52 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. 52 of the 110 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.

4
Load-bearing (≥25% of a budget)
18
Early backer (in before they grew)
52/52
Grantees still filing
37/52
Grew since first funded

Where the money sits, by cause and then by grantee

PATRONATO SAN XAVIER: $173,750 · OtherPATRONATO SAN XAVIERUNIVERSITY OF ARIZONA HONORS COLLEGE: $132,000 · OtherUNIVERSITY OF ARIZONA HONORS COLLEGEThe Amerind Foundation Inc: $100,900 · OtherThe Amerind Foundation IncTHE SOUTHWEST CENTER: $76,300 · OtherTUCSON HISTORIC PRESERVATION FOUNDATION: $72,127 · OtherTHE UNIVERSITY OF ARIZONA TUCSON AZ: $56,689 · Other+67 more: $1,060,265 · Other+67 moreFRIENDS OF TUCSON'S BIRTHPLACE: $62,400 · Arts & CultureFRIENDS OF TUCSON'S …Museum of Northern Arizona Inc: $55,477 · Arts & CultureMuseum of Northern A…TUCSON CHILDREN'S MUSEUM INC DBA CHILDREN'S MUSEUM TUCSON: $47,500 · Arts & CultureTUCSON CHILDREN'S MU…RIALTO THEATRE FOUNDATION: $43,000 · Arts & CultureRIALTO THEATRE FOUND…FOX TUCSON THEATRE FOUNDATION: $37,500 · Arts & CultureFOX TUCSON THEATRE F…ACT ONE: $34,000 · Arts & CultureACT ONECentral School Project Inc: $32,000 · Arts & CultureCentral School Proje…Southwest Folklife Alliance Inc: $29,000 · Arts & CultureSouthwest Folklife A…UNDOCUMENTED MIGRATION PROJECTINC: $20,000 · Arts & CultureTHE GEORGE PHAR LEGLER SOCIETY INC: $20,000 · Arts & CultureNACO HERITAGE ALLIANCE INC: $20,000 · Arts & Culture+7 more: $69,540 · Arts & Culture+7 moreUniversity of Arizona Foundation: $93,718 · EducationUniversit…THE FRANK LLOYD WRIGHT FOUNDATION: $36,400 · EducationTHE FRANK…IMAGO DEI MIDDLE SCHOOL: $34,000 · EducationIMAGO DEI…Southern AZ Research Science & Eng FDN: $30,000 · EducationSouthern …City Center for Collaborative Learning: $12,500 · EducationCity Cent…LITERACY CONNECTS: $10,400 · Education+2 more: $7,500 · EducationTUCSON BOTANICAL GARDENS: $55,550 · EnvironmentSKY ISLAND ALLIANCE: $10,000 · EnvironmentARIZONA LAND AND WATER TRUST INC: $10,000 · EnvironmentYOUTH OUTDOOR EXPERIENCE: $9,751 · EnvironmentNATIVE SEEDSSOUTHWESTERN ENDANGERED: $6,000 · EnvironmentWatershed Management Group Inc: $4,250 · EnvironmentLOWELL OBSERVATORY: $40,000 · Science & TechDUNBAR COALITION INC: $28,300 · Recreation & SportsValley of the Moon Inc: $6,200 · Recreation & SportsINTERNATIONAL COMMUNITY FOUNDATION: $23,803 · PhilanthropyPrescott Western Heritage Foundation Inc: $10,000 · Philanthropy
Other$1,672,031Arts & Culture$470,417Education$224,518Environment$95,551Science & Tech$40,000Recreation & Sports$34,500Philanthropy$33,803

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

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetPATRONATO SAN XAVIER: $173,750 over 4y, 5.6% of budgetThe Amerind Foundation Inc: $100,900 over 5y, 3.4% of budgetUniversity of Arizona Foundation: $93,718 over 2y, 0.0% of budgetTUCSON HISTORIC PRESERVATION FOUNDATION: $72,127 over 6y, 21% of budgetFRIENDS OF TUCSON'S BIRTHPLACE: $62,400 over 6y, 4.1% of budgetTUCSON BOTANICAL GARDENS: $55,550 over 4y, 0.9% of budgetMuseum of Northern Arizona Inc: $55,477 over 4y, 0.4% of budgetTUCSON CHILDREN'S MUSEUM INC DBA CHILDREN'S MUSEUM TUCSON: $47,500 over 5y, 0.8% of budgetRIALTO THEATRE FOUNDATION: $43,000 over 2y, 0.1% of budgetLOWELL OBSERVATORY: $40,000 over 3y, 0.1% of budgetFOX TUCSON THEATRE FOUNDATION: $37,500 over 2y, 0.5% of budgetTHE FRANK LLOYD WRIGHT FOUNDATION: $36,400 over 4y, 0.1% of budgetBabbitt Brothers Foundation: $35,000 over 2y, 18% of budgetACT ONE: $34,000 over 4y, 2.1% of budgetIMAGO DEI MIDDLE SCHOOL: $34,000 over 5y, 1.1% of budgetCentral School Project Inc: $32,000 over 2y, 14% of budgetSouthern AZ Research Science & Eng FDN: $30,000 over 2y, 2.2% of budgetSouthwest Folklife Alliance Inc: $29,000 over 2y, 2.6% of budgetDUNBAR COALITION INC: $28,300 over 3y, 2.7% of budgetArchaeology Southwest: $26,275 over 1y, 0.7% of budgetVail Preservation Society: $25,000 over 1y, 36% of budgetINTERNATIONAL COMMUNITY FOUNDATION: $23,803 over 2y, 0.1% of budgetUNDOCUMENTED MIGRATION PROJECTINC: $20,000 over 1y, 14% of budgetTHE GEORGE PHAR LEGLER SOCIETY INC: $20,000 over 1y, 37% of budgetNACO HERITAGE ALLIANCE INC: $20,000 over 1y, 40% of budgetNATIVE AMERICAN ADVANCEMENT FOUNDATION: $20,000 over 1y, 1.3% of budgetLOS DESCENDIENTES DEL PRESIDIO DE T: $19,200 over 2y, 32% of budgetStratford Art Works Inc: $15,000 over 1y, 24% of budgetGILBERT HISTORICAL SOCIETY INC: $15,000 over 1y, 2.3% of budgetTUCSON YOUTH MUSIC CENTER: $15,000 over 2y, 5.4% of budgetCity Center for Collaborative Learning: $12,500 over 1y, 0.4% of budgetAlliance for Global Justice Corp: $12,000 over 1y, 0.1% of budgetLITTLE CHAPEL OF ALL NATIONS INC: $12,000 over 1y, 7.8% of budgetARIZONA HISTORICAL SOCIETY: $11,250 over 3y, 0.1% of budgetLITERACY CONNECTS: $10,400 over 1y, 0.4% of budgetSKY ISLAND ALLIANCE: $10,000 over 1y, 0.8% of budgetSHARLOT HALL HISTORICAL SOCIETY OF AZ: $10,000 over 1y, 0.5% of budgetARIZONA LAND AND WATER TRUST INC: $10,000 over 1y, 0.1% of budgetPrescott Western Heritage Foundation Inc: $10,000 over 1y, 8.0% of budgetAMISTADES INC: $9,835 over 1y, 0.4% of budgetYOUTH OUTDOOR EXPERIENCE: $9,751 over 1y, 1.8% of budgetTUCSON CHINESE ASSOCIATION INC: $7,040 over 1y, 2.0% of budgetValley of the Moon Inc: $6,200 over 1y, 4.4% of budgetNATIVE SEEDSSOUTHWESTERN ENDANGERED: $6,000 over 1y, 0.8% of budgetTUCSON PRESIDIO TRUST FOR HISTORIC PRESERVATION: $6,000 over 1y, 1.6% of budgetFOUNDATION FOR CREATIVE BROADCASTING: $5,000 over 1y, 0.5% of budgetWatershed Management Group Inc: $4,250 over 1y, 0.3% of budgetKIDS NEED TO READ: $2,500 over 1y, 0.2% 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 PATRONATO SAN XAVIER ↗
  • Who funds The Amerind Foundation Inc ↗
  • Who funds University of Arizona Foundation ↗
  • Who funds TUCSON HISTORIC PRESERVATION FOUNDATION ↗
  • Who funds FRIENDS OF TUCSON'S BIRTHPLACE ↗
  • Who funds TUCSON BOTANICAL GARDENS ↗
  • Who funds Museum of Northern Arizona Inc ↗
  • Who funds TUCSON CHILDREN'S MUSEUM INC DBA CHILDREN'S MUSEUM TUCSON ↗
  • Who funds RIALTO THEATRE FOUNDATION ↗
  • Who funds LOWELL OBSERVATORY ↗
  • Who funds FOX TUCSON THEATRE FOUNDATION ↗
  • Who funds THE FRANK LLOYD WRIGHT FOUNDATION ↗
  • Who funds Babbitt Brothers Foundation ↗
  • Who funds ACT ONE ↗
  • Who funds IMAGO DEI MIDDLE SCHOOL ↗
  • Who funds Central School Project Inc ↗
  • Who funds Southern AZ Research Science & Eng FDN ↗
  • Who funds Southwest Folklife Alliance Inc ↗
  • Who funds DUNBAR COALITION INC ↗
  • Who funds Archaeology Southwest ↗
  • Who funds Vail Preservation Society ↗
  • Who funds INTERNATIONAL COMMUNITY FOUNDATION ↗
  • Who funds UNDOCUMENTED MIGRATION PROJECTINC ↗

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.

Community Foundation …Arizona Community Fou…Arizona Humanities Co…Arts Foundation for T…The Hs Lopez Family F…Margaret E Mooney Fou…The Stocker FoundationWallace Research Foun…Jewish Community Foun…Texas Instruments Fou…The Stonewall Foundat…Marshall Foundation
Community Foundation for Southern ArizonaAZ58.4× affinity27 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Community Foundation for Southern Arizona · Arizona Community Foundation · Arizona Humanities Council Inc · Arts Foundation for Tucson and Southern Arizona · The Hs Lopez Family Foundation · Margaret E Mooney Foundation · The Stocker Foundation · Wallace Research Foundation · Jewish Community Foundation of Southern Arizona · Texas Instruments Foundation · The Stonewall Foundation · Marshall 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 Southwest Foundation for Education & Historical Preservation funds: left to right is the share of its income from government, bottom to top the share from Southwest Foundation for Education & Historical Preservation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%3%10%23%40%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    12report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    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 110 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

    Play a game based on Southwest Foundation for Education & Historical Preservation’s filings →

    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