· Public charity
The CareSource Foundation
The CareSource Foundation is organized and operated exclusively to further the charitable purposes of the Internal Revenue Code Section 501(c)(3) organizations within the CareSource Public Charities(Continued on Schedule O).
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2017–2024.
Where the money goes
Your grants by size, and where they go.
The 52 grants below total $3,020,062 — the rows itemised in this filing. The $3,145,400 headline is the total grant expense reported on the return, so the remaining $125,338 is giving the schedule does not break out: grants under the $5,000 itemisation floor, grants to individuals, and grants reported on other schedules. Every figure below describes the itemised rows only.
By grant size · FY2024
- Under $10k1 grant · $6k
- $10k–50k23 grants · $455k
- $50k–250k28 grants · $2.6M
| Recipient | Amount |
|---|---|
| VALLEY HEALTHCARE SYSTEM INC | $180,000 |
| HABITAT FOR HUMANITY OF GREATER DAYTON | $170,000 |
| PEOPLE WORKING COOPERATIVELY INC | $169,000 |
| VICTORY PROJECT INC | $150,000 |
| THE ARC OF INDIANA INC | $150,000 |
| BRING CHANGE 2 MIND | $144,000 |
| SHEPHERD COMMUNITY INC | $100,000 |
| CHC CREATING HEALTHIER COMMUNITIES | $100,000 |
| GEORGIA FAMILY CONNECTION PARTNERSHIP INC | $100,000 |
| MANNA FOODBANK INC | $100,000 |
| APPARO SOLUTIONS INC | $95,000 |
| SAM'S FANS | $90,000 |
| ROCKING HORSE CHILDRENS HEALTH CENTER | $90,000 |
| MAPLE TREE CANCER ALLIANCE | $75,600 |
| MICHIGAN HUMANE SOCIETY | $75,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY17–24, $2.6M) land where the poverty rate runs at 15%, against an area that typically sits at 11%. 94% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
Which US states your grants reach
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Where the work is directed
The same grants, placed two ways — where each recipient sits, and where its stated purpose earmarks the money.
About 6% of The CareSource Foundation’s grant dollars are earmarked, by their stated purpose, for a different county than the recipient’s own address — money that lands at a nonprofit in one place but is meant to do its work in another. Read by recipient address, 56% of the giving stays in OH; read by stated purpose it is 53% — less of the work is directed home than the recipients' locations suggest.
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 foundation’s own 990 grant descriptions.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
50 repeat relationships — 12 still active in FY2024, 38 since wound down; 39 grantees were first funded in FY2024 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 25% of grant dollars renewed an existing relationship; $2.2M went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). 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
- AHAmerican Heart Association Inc2× · 2021–2023 · $385k · revenue +33%
- OCOHIO CDC ASSOCIATION INC3× · 2017–2023 · $350k · revenue +17%
- EFEVSC FOUNDATION INC2× · 2021–2022 · $297k · revenue +46%
Funded once
- PFPHOEBE FOUNDATION INCgraduatedone grant, 2021 · $256k · revenue +70%
- FRFIVE RIVERS HEALTH CENTERSgraduatedone grant, 2019 · $250k · revenue +80%
- RHRDOOR HOUSING CORPORATIONgraduatedone grant, 2022 · $250k · revenue +96%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
To serve the central ohio community with affordable, easy to access healthcare services.
We are the premier childrens mental health agency that reduces the suffering experienced by children who have emotional problems related to depression, anxiety, and behavior like adhd. untreated, these problems can lead to failure in…
Helping individuals live with dignity through the final stage of life.
Ohio hills health services is a non-profit health care operation, organized by communities in eastern ohio to promote healthy lifestyles and to provide preventative and comprehensive medical and dental care for area residents. the primary…
To strengthen youth and families while enhancing systems and communities.
To strengthen the capacity of United Ways across Ohio and to advance the common good for Ohioans.
To serve our communities by provding innovative and compassionate healthcare.
To provide high-quality, comprehensive, community-sensitive health care utilizing christ-oriented principles. rooted in our faith-driven values, sichc serves as a pillar for accessible, comprehensive care of the whole person and a catalyst…
See schedule oto create a better world by serving people in need by operating food pantries, homeless shelters, a domestic violence shelter, affordable housing communities, senior living, assisted living and skilled care facilities, a home…
Florida community health centers, inc. (fchc) is a federally qualified health center serving medically needy populations in south florida, with an emphasis on serving rural and farm worker communities.
Women's health clinic focusing on helping at-risk parents deal with issues related to prenancy and parenting.
Physicians careconnection (pcc) mission is to optimize health for individuals experiencing healthcare challenges due to personal and systemic barriers.
For reference, the grantee most central to the portfolio’s shape is Faith Mission Inc and the most unlike its peers is Bhelpful Love Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.
Your grantees are a median of 36 years old; the field is 19. You back the established end — and your money leans older still.
The field is 18% startups (under 5 years old) — 2% of your grantees by number, and just 1% of your money.
The orgs you fund almost never close — 1% lost their exemption, against 11% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
341 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 341 of the 364 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Showing your 200 largest grantees by grant value.
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds DAYTON AREA CHAMBER OF COMMERCE EDUCATION & PUBLIC IMPROVEMENT FDTN ↗
- Who funds NURSE-FAMILY PARTNERSHIP ↗
- Who funds RONALD MCDONALD HOUSE CHARITIES DAYTON ↗
- Who funds American Heart Association Inc ↗
- Who funds OHIO CDC ASSOCIATION INC ↗
- Who funds EVSC FOUNDATION INC ↗
- Who funds CHILDREN'S HUNGER ALLIANCE ↗
- Who funds Omega Community Development Corporation ↗
- Who funds PHOEBE FOUNDATION INC ↗
- Who funds FIVE RIVERS HEALTH CENTERS ↗
- Who funds COLUMBUS FOUNDATION ↗
- Who funds RDOOR HOUSING CORPORATION ↗
- Who funds Habitat for Humanity of Greater Dayton Inc ↗
- Who funds ONEFIFTEEN RECOVERY ↗
- Who funds GREATER DAYTON UNION COOPERATIVE INITIATIVE INC ↗
- Who funds The Villages of Indiana Inc ↗
- Who funds BUILDING HOPE IN THE CITY ↗
- Who funds Girl Scouts of Western Ohio ↗
- Who funds OPEN HAND ATLANTA INC ↗
- Who funds OVERDOSE LIFELINE INC ↗
- Who funds VALLEY HEALTHCARE SYSTEM INC ↗
- Who funds PEOPLE WORKING COOPERATIVELY INC ↗
- Who funds THE VICTORY PROJECT LLC ↗
- Who funds THE DAYTON FOUNDATION ↗
- Who funds THE ARC OF INDIANA INC ↗
- Who funds ST VINCENT HOSPITAL FOUNDATION INC ↗
- Who funds KENMORE NEIGHBORHOOD ALLIANCE ↗
- Who funds THE UNITED WAY OF THE GREATER DAYTON AREA ↗
- Who funds BRING CHANGE 2 MIND ↗
- Who funds VICTORIA THEATRE ASSOCIATION ↗
- Who funds University of Dayton ↗
- Who funds OHIO STATE UNIVERSITY FOUNDATION ↗
- Who funds RESCUING HOPE INC ↗
- Who funds YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER DAYTON ↗
- Who funds MANNA FOOD BANK INC ↗
- Who funds ATLANTA HBCU ALUMNI ALLIANCE ↗
- Who funds WESTCARE OHIO INC ↗
- Who funds ROCKING HORSE CHILDREN'S HEALTH CENTER ↗
- Who funds Shepherd Community Inc ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: The Dayton Foundation · Mathile Family Foundation · Dayton Foundation Plus Inc · Dayton Foundation Depository · Iddings Benevolent Trust Xxxxx5009 · CareSource · WPCU Sunshine Community Fund · Healthpath Foundation of Ohio · The Dayton Power and Light Company Foundation Dba Aes Ohio Foundation · Virginia W Kettering Foundation Xxxxx3003 · Levin Family Foundation · The United Way of the Greater Dayton Area
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization The CareSource Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
- Episcopal Children's Services Inc — 42% of income from government
- The Family Cafe Inc — 14% of income from government
- Reach Out and Read Inc — 9% of income from government
- Volunteer Florida Foundation Inc — 2% of income from government
- Florida Education Foundation Inc — 1% of income from government
- Tsic Inc Dba/Take Stock in Children — 0% of income from government
- Miami Lighthouse for the Blind and Visually Impaired Inc — 0% of income from government
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 your grant caused the public funding. Coverage is precision-first — a floor, not 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 12–24 months.