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· Private foundation

Stony Water 2005 Charitable Trust Co Spivey Lemonik Swenor PC

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.

$61k
Granted FY2024still arriving
7
Grants FY2024still arriving
2
States reached
$20k
Largest
01What it funds
0198% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Human Services$130kArts & Culture$104kReligion$103kEducation$78kRecreation & Sports$20kInternational$1kOther$0
02FY2024 · 7 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k3 grants · $6k
  • $10k–50k4 grants · $55k
$10,000
Median grant
2
States reached
$652k
Total assets
Largest grants
RecipientAmount
COLLAR WORKS$20,000
FAMILIES FIRST$15,000
ST STEPHEN'S EPISC CHURCH$10,000
MIDDLEBURY COMMUNITY MUSIC CTR$10,000
CROSSROADS OF CARING INC$2,000
MIDDLEBURY STUDIO SCHOOL$2,000
VERMONT PUBLIC RADIO$2,000
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 (FY19–24, $30k) land where the poverty rate runs at 10%, against an area that typically sits at 9%. 67% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%COLLAR WORKS: $20k → 11%WOMENSAFE: $10k → 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.

84%of every dollar goes to organizations it has funded before.
$373k · 7 repeat orgs$73k to everyone else

Grantees it renews have grown median revenue +36% since the first grant, against -1% for those funded once.

7 repeat relationships: 5 still active in FY2024, 2 since wound down; 2 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

7
4

Total granted

$373k
$51k

Median revenue growth · since first grant

+36%
-1%

Still filing today

57%
50%

New vs renewed · share of each year

In FY2024, 64% of grant dollars renewed an existing relationship; $22k 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
EducationHuman ServicesArts & CultureReligionInternationalOther
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

  • MC
    MIDDLEBURY COMMUNITY MUSIC CENTER INC
    8× · 2017–2024 · $72k · revenue +45%
  • WU
    WESLEYAN UNIVERSITY
    3× · 2020–2022 · $60k · revenue +36%
  • MS
    MIDDLEBURY STUDIO SCHOOL
    5× · 2018–2024 · $18k · revenue +498%

Funded once

  • AC
    AMERICAN CATHEDRAL IN PARIS
    one grant, 2017 · $30k
  • IG
    Individual grant recipient
    one grant, 2018 · $10k
  • AC
    ATRIA COLLECTIVE INC
    one grant, 2019 · $10k · revenue -1%
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
Arts Letters and Numbers
Arts & Culture
2
Shelburne Craft School Inc

The Shelburne Craft School's mission is to inspire individual creativity by providing hands-on education in craft and art.

Education
3
Clay Art Center Inc

Clay art center is dedicated to education, creativity, and community engagement through clay by providing an inclusive space for learning, studio practice, exhibitions, personal growth, and professional development in ceramic arts.

Arts & Culture
4
The Bridge School inc

The Bridge School is a state approved independent Elementary school located in Middlebury, VT. Small by design, Bridge School accepts up to 50 preK-6th grade students annually to ensure students build strong relationships with peers and…

Education
5
Middlebury Acting Company

Our mission is to produce plays locally, provide skilled actors, directors and designers with a chance to work, and to engage, challenge and educate our audience.

Arts & Culture
6
New York School of the Arts Inc

New york school of the arts, inc. is a school offering courses and specialized workshops in painting, drawing, sculpture,printmaking,art theory and other subjects.

Education
7
Middle Way School

Middle Way School is an independent progressive school with nearly 100 students, ranging from nursery school to seventh grade. As one of the first schools for children inspired by Buddhist wisdom and compassion, Middle Way School is…

Education
8
Better World Studios Inc

Supporting creative endeavors for all, with opportunities for learning, growth, discovery and outreach through visual arts and crafts, writing and performance.

Arts & Culture
9
Tzohar Arts

Tzohar provides an environment where talented young women engage in profound Jewish learning and are empowered to express their thoughts and feelings through various artistic forms. By the end of the school year, students have discovered a…

Education
10
The Arts Center of the Capital Region

To lead through advancement of the contemporary arts in the capital region through education, presentation, audience development, providing services and advocacy.

Arts & Culture
11
The New Studio for the Visual Arts of Jupiter Inc

Art studio with a supportive culture offering in inclusive, multi-generational approach to the arts, that serves children, teens and adults at all levels and ability.

Arts & Culture
12
Southern Vermont Arts Center Inc Po Box 617

As one of New Englands leading visual and performing arts institutions, SVAC's mission is to promote and nurture the arts.

Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is Middlebury Studio School; the most unlike its peers is Vermont Public Radio. 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

9 grantees tracked through their own filings, 2017–2026.

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 2026, not grant rows in a single year, so this will not match the grant count on the cover. 9 of the 13 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)
1
Early backer (in before they grew)
8/9
Grantees still filing
3/9
Grew since first funded

Where the money sits, by cause and then by grantee

FAMILIES FIRST INC: $120,000 · OtherFAMILIES FIRST INCST STEPHEN'S EPISC CHURCH: $71,000 · OtherST STEPHEN'S EPISC CHURCHAMERICAN CATHEDRAL IN PARIS: $30,000 · OtherAMERICAN CATHEDRAL IN PARISROCK POINT SUMMER CAMP: $20,000 · OtherROCK POINT SUMMER CAMPVermont Public Radio: $12,000 · OtherIndividual grant recipient: $10,000 · OtherWESLEYAN UNIVERSITY: $60,000 · EducationWESLEYAN UNIVERSITYMIDDLEBURY STUDIO SCHOOL: $18,000 · EducationMIDDLEBURY STUDIO S…MIDDLEBURY COMMUNITY MUSIC CENTER INC: $72,000 · Arts & CultureMIDDLEBURY COMMUNI…COLLAR WORKS INC: $20,000 · Human ServicesATRIA COLLECTIVE INC: $10,000 · Human ServicesCROSSROADS OF CARING INC: $2,000 · ReligionJerusalem Peacebuilders Inc: $1,000 · International
Other$263,000Education$78,000Arts & Culture$72,000Human Services$30,000Religion$2,000International$1,000

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 budgetFAMILIES FIRST INC: $120,000 over 8y, 11% of budgetMIDDLEBURY COMMUNITY MUSIC CENTER INC: $72,000 over 8y, 2.0% of budgetWESLEYAN UNIVERSITY: $60,000 over 3y, 0.0% of budgetCOLLAR WORKS INC: $20,000 over 1y, 11% of budgetMIDDLEBURY STUDIO SCHOOL: $18,000 over 5y, 3.9% of budgetVermont Public Radio: $12,000 over 7y, 0.0% of budgetATRIA COLLECTIVE INC: $10,000 over 1y, 1.3% of budgetCROSSROADS OF CARING INC: $2,000 over 1y, 2.7% of budgetJerusalem Peacebuilders Inc: $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.

  • Who funds FAMILIES FIRST INC ↗
  • Who funds MIDDLEBURY COMMUNITY MUSIC CENTER INC ↗
  • Who funds WESLEYAN UNIVERSITY ↗
  • Who funds COLLAR WORKS INC ↗
  • Who funds MIDDLEBURY STUDIO SCHOOL ↗
  • Who funds Vermont Public Radio ↗
  • Who funds ATRIA COLLECTIVE INC ↗
  • Who funds CROSSROADS OF CARING INC ↗
  • Who funds Jerusalem Peacebuilders Inc ↗

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.

Fidelity Investments Charitable Gift FundMA4.2× affinity4 shared granteesties to 1 of 1Hover any node to trace its alignments.Compare side by side →

Open a dossier: Fidelity Investments Charitable Gift Fund · 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 Stony Water 2005 Charitable Trust Co Spivey Lemonik Swenor PC funds: left to right is the share of its income from government, bottom to top the share from Stony Water 2005 Charitable Trust Co Spivey Lemonik Swenor PC. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 20%6%25%56%100%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 5%
  • Atria Collective Inc: 96% of income from government
  • Jerusalem Peacebuilders Inc: 5% of income from government
  • Wesleyan University: 1% of income from government
no gov moneyreceives it· size = income
2get no government money at all
1report government grants on their 990 we could not trace to a source (not plotted)
1rely 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 13 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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