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· Private foundation

The McSwain Trust

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$120k
Granted FY2025still arriving
33
Grants FY2025still arriving
1
States reached
$15k
Largest
01What it funds
0195% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2025.

Arts & Culture$327kHuman Services$129kFood & Nutrition$95kEducation$75kHousing & Shelter$72kHealth$25kEnvironment$21kAnimals$16kOther$0
02FY2025 · 33 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k31 grants · $95k
  • $10k–50k2 grants · $25k
$3,000
Median grant
1
States reached
$2.1M
Total assets
Largest grants
RecipientAmount
ROBBINS VILLAGE THEATER$15,000
TEMPLE THEATER$10,000
ROBBINS AREA LIBRARY$6,000
LEE COUNTY COMMUNITY ORCHESTRA$6,000
JOHN T HOGGARD HIGH SCHOOL$5,000
FOOD BANK OF CENTRAL AND EASTERN NORTH CAROLINA$5,000
SALVATION ARMY$5,000
CUOC$5,000
TRIADS CULTURAL ARTS$5,000
COMPANION ANIMAL CLINIC FOUNDATION$4,000
FLOW UNIVERSITY$4,000
SAMARITAN'S MINISTRIES$3,500
THE BREAD BASKET$3,000
LEE CO SR HIGH SCHOOL DRAMA DEPT$3,000
PAWS OF THE PINES RESCUE$3,000
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 (FY19–25, $47k) land where the poverty rate runs at 16%, 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%BACKPACK BEGINNINGS: $4k → 16%CHRISTIAN APPALACHIAN PROJECT: $600 → 26%BACKPACK BEGINNINGS: $4k → 16%BACKPACK BEGINNINGS: $2k → 16%BACKPACK BEGINNINGS: $2k → 16%BACKPACK BEGINNINGS: $2k → 16%BACKPACK BEGINNINGS: $2k → 16%CHILDREN'S HOME SOCIETY OF NC: $3k → 16%CHILDREN'S HOME SOCIETY OF NC: $3k → 16%CHILDREN'S HOME SOCIETY OF NC: $3k → 16%CHILDREN'S HOME SOCIETY OF NC: $2k → 16%CHILDREN'S HOME SOCIETY OF NC: $2k → 16%CHILDREN'S HOME SOCIETY OF NC: $2k → 16%CHILDREN'S HOME SOCIETY OF NC: $2k → 16%BETHESDA CENTER FOR HOMELESS: $3k → 15%BETHESDA CENTER FOR HOMELESS: $3k → 15%PARTNERS FOR CHILDREN AND FAMILIES: $3k → 10%BETHESDA CENTER FOR HOMELESS: $3k → 15%BETHESDA CENTER FOR HOMELESS: $1k → 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.
03Its grantees
repeat funding

Who it funds again

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

95%of every dollar goes to organizations it has funded before.
$785k · 38 repeat orgs$45k to everyone else

38 repeat relationships: 26 still active in FY2025, 12 since wound down; 7 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

38
6

Total granted

$785k
$21k

Median revenue growth · since first grant

+47%
+77%

Still filing today

39%
17%

New vs renewed · share of each year

In FY2025, 80% of grant dollars renewed an existing relationship; $24k went to new ones.

50%100%’19’20’21’22’23’24’25
RenewedFirst-time

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

’19’20’21’22’23’24’25
Human ServicesEducationArts & CultureFood & NutritionAnimalsHousing & ShelterOther
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

  • SAMARITAN MINISTRIES
    7× · 2019–2025 · $47k · revenue +77%
  • FOOD BANK OF CENTRAL & EASTERN NC INC
    7× · 2019–2025 · $33k · revenue +48%
  • HH
    HELPING HAND CLINIC INC
    7× · 2019–2025 · $21k · revenue +92%

Funded once

  • FC
    FORSYTH CO PUBLIC LIBRARY
    one grant, 2019 · $10k
  • RV
    ROBBIN VILLAGE THEATER AND COMMUNITY CENTER
    one grant, 2020 · $5k
  • FO
    FRIENDS OF SANFORD INC - DEPOT RENOVATION
    one grant, 2021 · $3k
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
Humane Society of Charlotte Inc

Humane Society of Charlotte mission is to champion the wellbeing of companion animals and strengthen their bond with the people who know, love, and need them.

Animals
2
NourishNC Inc

NourishNC, Inc.'s goal is to provide healthy food to hungry children, empowering them to succeed in the classroom and in their community

Food & Nutrition
3
Haywood Pathways Center Inc

Guided by faith, love, and respect, we provide food, shelter, and individualized supportive services for Haywood County residents.

Housing & Shelter
4
Spay Neuter Charlotte

The organization stands for every pet and pet owner by making the highest quality veterinary care and spay neuter services affordable and accessible, with the goal of reducing the number of dogs and cats euthanized in regional shelters and…

Animals
5
Church of God Children's Home of North Carolina Inc

To provide a positive and safe living environment for hurting, abused, neglected and at-risk children placed privately and by the north carolina department of social services

Human Services
6
Carolina Family Health Centers Inc

Carolina Family Health Centers, Inc. provides accessible and affordable health care with excellence...where patients come FIRST

—
7
Mens Shelter of Charlotte Inc

Helping homeless men by providing a safe shelter and meeting their basic needs as well as address barriers related to homelessness and self-sufficiency and helping homeless men to obtain and maintain more appropriate housing.

—
8
South Carolina Network of Children's Advocacy Centers

Empowering south carolina communities and children's advocacy centers to deliver a best practice response to child abuse

Youth Development
9
Western Carolina Rescue Ministries Inc

Provide food, shelter, rehabilitation and christian ministry to the poor and homeless

Housing & Shelter
10
Charlotte Family Housing

The mission of Charlotte Family Housing is to empower working families experiencing homelessness to achieve long-term self-sufficiency through shelter, housing, supportive services, and advocacy.

Human Services
11
Beaufort Hyde Partnership for Children

To be the leader in advocating for all children to reach their greatest potential.

Education
12
Wnc Lighthouse Inc

The mission of WNC Lighthouse Inc is Changing lives, by being a light for Christ our Lord. Our vision is To be fully devoted to Jesus Christ, by opening our arms and providing Christian services to the underseved children, adults and…

Human Services
How this is measured
The grantee most central to the portfolio’s shape is Children's Home Society of North Carolina Inc; the most unlike its peers is Helping Hand Clinic Inc. 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

22 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. 22 of the 51 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)
8
Early backer (in before they grew)
22/22
Grantees still filing
16/22
Grew since first funded

Where the money sits, by cause and then by grantee

ROBBINS VILLAGE THEATER: $102,000 · OtherROBBINS VILLAGE THEATERTEMPLE THEATER: $90,000 · OtherTEMPLE THEATERCUOC: $35,000 · OtherCUOCSALVATION ARMY: $32,000 · OtherSECOND HARVEST FOOD BANK OF NW: $31,000 · OtherLEE COUNTY COMMUNITY ORCHESTRA: $30,000 · OtherSAWTOOTH CENTER: $26,000 · OtherHAVEN OF LEE COUNTY: $23,000 · OtherROBBINS AREA LIBRARY: $23,000 · OtherTHE BREAD BASKET: $22,000 · OtherHELPING HAND CLINIC INC: $21,000 · Other+25 more: $187,500 · Other+25 moreChildren's Home Society of North Carolina Inc: $17,000 · Human ServicesBACKPACK BEGINNINGS: $16,000 · Human ServicesBethesda Center for the Homesless Inc: $10,000 · Human ServicesPartners for Children & Families Inc: $3,000 · Human Services+1 more: $600 · Human ServicesSAMARITAN MINISTRIES: $46,500 · Housing & ShelterFOOD BANK OF CENTRAL & EASTERN NC INC: $33,000 · Food & NutritionBREAD OF LIFE MINISTRIES OF SANFORD INC: $9,000 · Food & NutritionSANDHILLS INDEPENDENT SCHOOL CORPORATION: $14,000 · EducationLIMESTONE UNIVERSITY: $10,000 · EducationSANDHILLS CHILDREN'S CENTER: $8,500 · EducationBLUE RIDGE PARKWAY FOUNDATION: $21,000 · EnvironmentWINSTON-SALEM SYMPHONY ASSOCIATION: $9,000 · Arts & CultureTriad Cultural Arts Inc: $5,000 · Arts & CultureFLOW UNIVERSITY: $4,000 · Arts & Culture
Other$622,500Human Services$46,600Housing & Shelter$46,500Food & Nutrition$42,000Education$32,500Environment$21,000Arts & Culture$18,000

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 budgetSAMARITAN MINISTRIES: $46,500 over 7y, 0.6% of budgetFOOD BANK OF CENTRAL & EASTERN NC INC: $33,000 over 7y, 0.0% of budgetHELPING HAND CLINIC INC: $21,000 over 7y, 0.8% of budgetBLUE RIDGE PARKWAY FOUNDATION: $21,000 over 6y, 0.2% of budgetChildren's Home Society of North Carolina Inc: $17,000 over 7y, 0.0% of budgetBACKPACK BEGINNINGS: $16,000 over 6y, 0.3% of budgetOUTREACH MISSION INC: $15,000 over 7y, 1.0% of budgetSANDHILLS INDEPENDENT SCHOOL CORPORATION: $14,000 over 4y, 0.1% of budgetBethesda Center for the Homesless Inc: $10,000 over 4y, 0.4% of budgetLIMESTONE UNIVERSITY: $10,000 over 6y, 0.0% of budgetWINSTON-SALEM SYMPHONY ASSOCIATION: $9,000 over 5y, 0.1% of budgetBREAD OF LIFE MINISTRIES OF SANFORD INC: $9,000 over 6y, 1.9% of budgetSANDHILLS CHILDREN'S CENTER: $8,500 over 4y, 0.1% of budgetTriad Cultural Arts Inc: $5,000 over 1y, 1.2% of budgetSTEVENS CENTER: $4,000 over 3y, 0.1% of budgetPaws of the Pines Rescue: $3,000 over 1y, 2.2% of budgetPartners for Children & Families Inc: $3,000 over 1y, 0.2% of budgetPets for Vets Inc: $2,000 over 2y, 0.1% of budgetCaring Hearts for Canines: $2,000 over 1y, 0.7% of budgetCHRISTIAN APPALACHIAN PROJECT INC: $600 over 1y, 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.

  • Who funds SAMARITAN MINISTRIES ↗
  • Who funds FOOD BANK OF CENTRAL & EASTERN NC INC ↗
  • Who funds HELPING HAND CLINIC INC ↗
  • Who funds BLUE RIDGE PARKWAY FOUNDATION ↗
  • Who funds Children's Home Society of North Carolina Inc ↗
  • Who funds BACKPACK BEGINNINGS ↗
  • Who funds OUTREACH MISSION INC ↗
  • Who funds SANDHILLS INDEPENDENT SCHOOL CORPORATION ↗
  • Who funds Bethesda Center for the Homesless Inc ↗
  • Who funds LIMESTONE UNIVERSITY ↗
  • Who funds WINSTON-SALEM SYMPHONY ASSOCIATION ↗
  • Who funds BREAD OF LIFE MINISTRIES OF SANFORD INC ↗
  • Who funds SANDHILLS CHILDREN'S CENTER ↗
  • Who funds Triad Cultural Arts Inc ↗
  • Who funds FLOW UNIVERSITY ↗

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.

Duke Energy FoundationNC16.8× affinity8 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Duke Energy Foundation · The Winston-Salem Foundation · Truist Foundation Inc · Reynolds American Foundation · The Cannon Foundation Inc · North Carolina Community Foundation · Food Bank of Central & Eastern Nc Inc · Foundation for the Carolinas · The Pfizer Foundation Inc · Charities Aid Foundation America · Vanguard Charitable Endowment Program · The Bank of America Charitable Foundation Inc

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 The McSwain Trust funds: left to right is the share of its income from government, bottom to top the share from The McSwain Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%8%15%22%30%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    9report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–30%
    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.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to The McSwain Trust?

    Find your warmest path to The McSwain Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    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 51 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 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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