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· Private foundation

The Paul D Sergi Foundation

Its FY2020 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$699k
Granted FY2018
26
Grants FY2018
7
States reached
$325k
Largest

Read this first · the figures below need context

100% of The Paul D Sergi Foundation’s FY2020 grant dollars went to American Endowment Foundation, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2020 names 0 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2018, the last year The Paul D Sergi Foundation named its own grantees at scale: 17 organizations, $699k. It is dated, not current.

Organizations named directly on the return

17
’17
17
’18
0
’20

Amber years are those where most dollars went to a sponsor.

01What it funds
0196% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2020.

Philanthropy$1.9MHealth$662kReligion$119kEducation$60kArts & Culture$60kRecreation & Sports$43kEnvironment$35kCommunity Improvement$16kOther$0
02FY2018 · 26 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2018

  • Under $10k18 grants · $38k
  • $10k–50k6 grants · $136k
  • $50k–250k1 grant · $200k
  • $250k+1 grant · $325k
$4,000
Median grant
7
States reached
$0
Total assets
Largest grants
RecipientAmount
THE CLEVELAND CLINIC$325,000
CATHOLIC COMMUNITY FOUNDATION$200,000
AMERICAN RADIO RELAY LEAGUE INC$30,000
CONSERVANCY FOR CUYAHOGA VALLEY NATIONAL PARK$25,000
Individual grant recipient$24,000
ASSOCIATION OF THE MIRACULOUS MEDAL$20,925
ST MARY PARISH$20,000
SETON CATHOLIC SCHOOL$16,000
BOSTON TOWNSHIP HALL COMMITTEE INC$7,200
MOTHER OF SORROWS CHURCH$4,800
HAVEN OF REST MINISTRIES$4,460
AKRON CHILDREN'S HOSPITAL FOUNDATION$4,400
BISHOP EUSTACE PREPARATORY SCHOOL$4,000
CHRIST THE KING REGIONAL SCHOOL$2,400
OUR LADY OF THE ELMS$2,200
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:

Dollar for dollar, its grants (FY17–20) land where the poverty rate runs at 13%, against an area that typically sits at 12%. 93% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 12%FATHER FLANIGAN'S BOYS' HOME: $600 → 12%SMILE TRAIN INC: $1k → 17%FOOD FOR THE POOR INC: $600 → 13%ASSOCIATION OF THE MIRACULOUS MEDAL: $22k → 12%AMERICAN RADIO RELAY LEAGUE INC: $30k → 11%BORROMEO SEMINARY: $30k → 9%HIRAM COLLEGE: $1k → 12%CONSERVANCY FOR CUYAHOGA VALLEY NATIONAL PARK: $25k → 13%OHIO RIGHT TO LIFE SOCIETY EDUCATIONAL FUND: $600 → 15%JUNIOR ACHIEVEMENT OF NORTH CENTRAL OHIO: $1k → 17%BISHOP EUSTACE PREPARATORY SCHOOL: $5k → 12%FATHER FLANIGAN'S BOYS' HOME: $480 → 12%SMILE TRAIN INC: $800 → 17%FOOD FOR THE POOR INC: $480 → 13%ASSOCIATION OF THE MIRACULOUS MEDAL: $21k → 12%AMERICAN RADIO RELAY LEAGUE INC: $30k → 11%BORROMEO SEMINARY: $24k → 9%HIRAM COLLEGE: $800 → 12%CONSERVANCY FOR CUYAHOGA VALLEY NATIONAL PARK: $10k → 13%OHIO RIGHT TO LIFE SOCIETY EDUCATIONAL FUND: $480 → 15%JUNIOR ACHIEVEMENT OF NORTH CENTRAL OHIO: $500 → 17%BISHOP EUSTACE PREPARATORY SCHOOL: $4k → 12%BOSTON TOWNSHIP HALL COMMITTEE INC: $9k → 13%CITY MISSION: $2k → 17%CHRIST THE KING REGIONAL SCHOOL: $3k → 12%BOSTON TOWNSHIP HALL COMMITTEE INC: $7k → 13%CITY MISSION: $1k → 17%CHRIST THE KING REGIONAL SCHOOL: $2k → 12%MOTHER OF SORROWS CHURCH: $6k → 13%CATHOLIC COMMUNITY FOUNDATION: $250k → 17%MOTHER OF SORROWS CHURCH: $5k → 13%CATHOLIC COMMUNITY FOUNDATION: $200k → 17%AKRON CANTON REGIONAL FOOD BANK: $1k → 13%SOCIETY FOR THE PROPOGATION OF THE FAITH: $2k → 17%AKRON CANTON REGIONAL FOOD BANK: $800 → 13%SOCIETY FOR THE PROPOGATION OF THE FAITH: $2k → 17%AKRON CHILDREN'S HOSPITAL FOUNDATION: $6k → 13%CHAPEL HILL CHRISTIAN SCHOOL: $2k → 13%OUR LADY OF THE ELMS: $3k → 13%AKRON CHILDREN'S HOSPITAL FOUNDATION: $4k → 13%CHAPEL HILL CHRISTIAN SCHOOL: $1k → 13%OUR LADY OF THE ELMS: $2k → 13%AMERICAN ENDOWMENT FOUNDATION: $1.5M → 13%ST MARY PARISH: $25k → 13%SETON CATHOLIC SCHOOL: $20k → 13%ST MARY PARISH: $20k → 13%SETON CATHOLIC SCHOOL: $16k → 13%FIRST STEPS PARENTING ADVOCACY CENTER: $600 → 13%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 90% of The Paul D Sergi Foundation’s grant dollars are earmarked for a different county than the recipient’s own address. By recipient address, 96% of the giving stays in OH; by stated purpose, 44%.

The Paul D Sergi Foundationlessmore of its giving
Placed by recipient address
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.

100%of every dollar goes to organizations it has funded before.
$1.0M · 25 repeat orgs$0 to everyone else

25 repeat relationships: 25 still active in FY2018, 0 since wound down. Read against FY2018, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

25
0

Total granted

$1.0M
$0

Still filing today

44%
0%

New vs renewed · share of each year

In FY2018, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’17’18
RenewedFirst-time

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

’17’18
EducationInternationalArts & CultureEnvironmentCommunity ImprovementHealthOther
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

  • BT
    BOSTON TWP HALL COMMITTEE INC
    2× · 2017–2018 · $16k · revenue +8%
  • AC
    AKRON CHILDREN'S HOSPITAL FOUNDATION
    2× · 2017–2018 · $10k · revenue +66%
  • CH
    CHAPEL HILL CHRISTIAN SCHOOL
    2× · 2017–2018 · $3k · revenue +34%

Funded once

    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
    Akron Community Foundation

    To identify, activate, and support informed and passionate philanthropists who strive to improve the quality of life in our community. we accomplish this by:- building a permanent source of charitable funding- cultivating strategic…

    Philanthropy
    2
    Children's Hospital Medical Center of Akron

    To improve the health of children, teenagers and young adults through excellence in patient care, education, research, advocacy and community partnerships.

    Health
    3
    Philanthropy Ohio

    To lead and equip ohio philanthropy to be effective partners for change in our communities.

    Philanthropy
    4
    Atrium Medical Center Foundation

    To develop charitable gifts and resources dedicated to building healthier communities in southwest ohio.

    Health
    5
    Ohio Chamber of Commerce

    As the state's leading business advocate and resource, the ohio chamber of commerce aggressively champions free enterprise, economic competitiveness and growth for the benefit of all ohioans.

    —
    6
    The Christ Hospital Foundation

    The mission of the christ hospital foundation ('tch fdn') is to support the mission of the christ hospital ('tch'). tch's mission is to improve the health of our community and create patient value by providing exceptional outcomes and the…

    Health
    7
    American Culinary Federation Education Foundation Inc

    To provide for education, scholarships and other charitable purposes related to the culinary profession

    —
    8
    Cleveland College Foundation Fund Inc

    To provide investment management and support for the mission and growth of cleveland university-kansas city.

    Education
    9
    Global Cleveland

    Global cleveland is dedicated to growing northeast ohio's economy by welcoming and connecting international people to opportunities and fostering a more inviting community for those seeking a place to call home.

    Human Services
    10
    Children's Hospital Medical Center

    Cincinnati children's hospital medical center will be the leader in improving child health. cincinnati children's will provide child health and transform delivery of care through fully integrated, globally recognized research, education,…

    Health
    11
    Catholic Charities Corporation

    Respond to those in need through an integrated system of quality services designed to respect the dignity of every person and build a just and compassionate society.

    Human Services
    12
    American College of Surgeons Foundation

    The purpose of the foundation is to support the charitable and educational work of the acs.

    Education
    How this is measured
    The grantee most central to the portfolio’s shape is Food for the Poor Inc; the most unlike its peers is Boston Twp Hall Committee Inc. 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

    13 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. 13 of the 27 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)
    13/13
    Grantees still filing
    8/13
    Grew since first funded

    Where the money sits, by cause and then by grantee

    AMERICAN ENDOWMENT FOUNDATION: $1,484,824 · PhilanthropyAMERICAN ENDOWMENT FOUNDATIONTHE CLEVELAND CLINIC: $650,500 · OtherTHE CLEVELAND CLINICCATHOLIC COMMUNITY FOUNDATION: $450,000 · OtherCATHOLIC COMMUNITY FOUNDATIONIndividual grant recipient: $54,000 · OtherST MARY PARISH: $45,000 · Other+16 more: $134,590 · Other+16 moreTHE AMERICAN RADIO RELAY LEAGUE INC: $60,000 · Arts & CultureCONSERVANCY FOR CUYAHOGA VALLEY NATIONAL PARK: $35,000 · EnvironmentBOSTON TWP HALL COMMITTEE INC: $16,200 · Community ImprovementAKRON CHILDREN'S HOSPITAL FOUNDATION: $9,900 · HealthCHAPEL HILL CHRISTIAN SCHOOL: $2,880 · EducationHIRAM COLLEGE: $1,800 · Education
    Philanthropy$1,484,824Other$1,334,090Arts & Culture$60,000Environment$35,000Community Improvement$16,200Health$9,900Education$4,680

    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 budgetAMERICAN ENDOWMENT FOUNDATION: $1,484,824 over 1y, 0.1% of budgetCATHOLIC COMMUNITY FOUNDATION: $450,000 over 2y, 1.8% of budgetTHE AMERICAN RADIO RELAY LEAGUE INC: $60,000 over 2y, 0.2% of budgetCONSERVANCY FOR CUYAHOGA VALLEY NATIONAL PARK: $35,000 over 2y, 0.3% of budgetBOSTON TWP HALL COMMITTEE INC: $16,200 over 2y, 13% of budgetAKRON CHILDREN'S HOSPITAL FOUNDATION: $9,900 over 2y, 0.0% of budgetCHAPEL HILL CHRISTIAN SCHOOL: $2,880 over 2y, 0.0% of budgetSMILE TRAIN INC: $1,800 over 2y, 0.0% of budgetAKRON-CANTON REGIONAL FOODBANK: $1,800 over 2y, 0.0% of budgetHIRAM COLLEGE: $1,800 over 2y, 0.0% of budgetJUNIOR ACHIEVEMENT OF NORTH CENTRAL OHIO: $1,580 over 2y, 0.2% of budgetFOOD FOR THE POOR INC: $1,080 over 2y, 0.0% of budgetOHIO RIGHT TO LIFE SOCIETY EDUCATIONAL FUND: $1,080 over 2y, 0.3% 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 AMERICAN ENDOWMENT FOUNDATION ↗
    • Who funds CATHOLIC COMMUNITY FOUNDATION ↗
    • Who funds THE AMERICAN RADIO RELAY LEAGUE INC ↗
    • Who funds CONSERVANCY FOR CUYAHOGA VALLEY NATIONAL PARK ↗
    • Who funds BOSTON TWP HALL COMMITTEE INC ↗
    • Who funds AKRON CHILDREN'S HOSPITAL FOUNDATION ↗
    • Who funds CHAPEL HILL CHRISTIAN SCHOOL ↗
    • Who funds SMILE TRAIN INC ↗
    • Who funds AKRON-CANTON REGIONAL FOODBANK ↗
    • Who funds HIRAM COLLEGE ↗
    • Who funds JUNIOR ACHIEVEMENT OF NORTH CENTRAL OHIO ↗
    • Who funds FOOD FOR THE POOR INC ↗
    • Who funds OHIO RIGHT TO LIFE SOCIETY EDUCATIONAL FUND ↗

    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.

    Burton D Morgan Foundation IncOH13.6× affinity4 shared granteesties to 8 of 8Hover any node to trace its alignments.Compare side by side →

    Open a dossier: Burton D Morgan Foundation Inc · Ge Aerospace Foundation · American Endowment Foundation · The Blackbaud Giving Fund · Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · American Online Giving Foundation Inc · 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 The Paul D Sergi Foundation funds: left to right is the share of its income from government, bottom to top the share from The Paul D Sergi Foundation. Bigger dots raise more.

    2024
    ’20’21’22’23’24’25
    no gov · 10%0%1%3%5%funder's share of their income ↑0%5%10%15%20%share of the org’s income from government →median 0%
    • Food for the Poor Inc: 0% of income from government
    no gov moneyreceives it· size = income
    1get no government money at all
    3report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–20%
    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 Paul D Sergi Foundation?

    Find your warmest path to The Paul D Sergi Foundation 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 27 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 2018, released 2018. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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