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· Private foundation

The Rogue Willow Foundation CO Lerman Sweeney and CO LLP

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.

$300k
Granted FY2025still arriving
1
Grants FY2025still arriving
1
States reached
$300k
Largest
01What you fund
01100% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20192025.

Education$1.3MPhilanthropy$237kArts & Culture$49kHuman Services$47kScience & Tech$10kHealth$2kEnvironment$2kInternational$1kOther$0
02FY2025 · 1 grant

Where the money goes

Your grants by size, and where they go.

$300,000
Median grant
1
States reached
$4.9M
Total assets
Largest grants
RecipientAmount
Roycemore School$300,000
02The need
03

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.

show:

Your human-services grants (FY21–23, $47k) land where the poverty rate runs at 8%, against an area that typically sits at 11%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.

area typical 11%Northern Door Children's Center: $45k → 8%Northern Door Children's Center: $1k → 8%Northern Door Children's Center: $1k → 8%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

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.

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.

03Your edge
repeat funding

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.

98%of every dollar goes to organizations you’ve funded before.
$1.4M · 9 repeat orgs$25k to everyone else

9 repeat relationships — 1 still active in FY2025, 8 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

9
7

Total granted

$1.4M
$25k

Median revenue growth · since first grant

+20%
+63%

Still filing today

89%
57%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 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
Arts & CultureEducationHuman ServicesHealthEnvironmentRecreation & SportsOther

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

  • RS
    ROYCEMORE SCHOOL
    5× · 2021–2025 · $841k · revenue +2%
  • Northwestern University
    5× · 2019–2023 · $100k · revenue +34%
  • ND
    NORTHERN DOOR CHILDRENS CENTER INC
    3× · 2021–2023 · $47k · revenue +19%

Funded once

  • WF
    Women's Fund of Door County
    one grant, 2019 · $12k
  • TL
    Technology Laboratory and Professio
    one grant, 2024 · $10k
  • FRIENDS OF THE ISRAEL DEFENSE FORCESgraduated
    one grant, 2020 · $1k · revenue +211%

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

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.

1
Northern Sky Theater Inc

The mission of northern sky theater is to create, develop and present professional musical and dramatic productions which will further the knowledge and appreciation of the culture and heritage of the united states. northern sky is…

Arts & Culture
2
National Public Radio Inc

National public radio, inc. ("npr") works collaboratively with member public radio station licensees ("member stations") to create a more informed public, one that is challenged and invigorated by a deeper understanding and appreciation of…

Arts & Culture
3
Door County Economic Development Corporation

Dcedc is a public/private partnership dedicated to improving the economic vitality of the county and its residents. dcedc has been successful in helping existing businesses create and retain thousands of jobs through a myriad of programs…

Community Improvement
4
Door County Community Foundation Inc

To receive and administer charitable endowment funds, to award grants to social, educational, scientific, religious and other charitable organizations in door county, wisconsin.

Philanthropy
5
Midwest Dairy Association

Midwest dairy works with others to give consumers an excellent dairy experience increasing sales, fostering innovation, and inspiring consumer confidence of dairy products and practices.

6
Disability Rights Wisconsin Inc

Legal protection and advocacy to protect the rights of people with disabilities in wisconsin.

7
Radio Milwaukee Inc

To reach a new generation of radio listeners on air, online and in the community with a compelling selection of music and public affairs programming. the corporation celebrates milwaukee music, arts, heritage, and culture by supporting and…

Arts & Culture
8
Wisconsin Conservatory of Music Inc

Inspiring individuals and communities through exceptional music education, accessible to all.

Arts & Culture
9
Npr International Operations Inc

Npr international operations, inc. ("nprio") supports the international newsgathering activities of national public radio, inc. through bureaus and offices established locally in foreign countries.

10
Lakewood Theatre Company

To inspire and nurture a love of theatre and the arts with the following mission: the maintenance of a permanent multi-arts and theatre facility. the sponsorship and coordination of education and cultural programming in visual arts,…

Arts & Culture
11
Milwaukee Public Theatre Inc

Making the arts accessible to all

12
Chicago Waldorf School

Providing and promoting waldorf education from early childhood through the twelfth grade and promoting waldorf education through community outreach.

Education

For reference, the grantee most central to the portfolio’s shape is Northlight Theatre Inc and the most unlike its peers is Friends of the Israel Defense Forces. 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

13 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 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 13 of the 17 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.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
13/13
Grantees still filing
11/13
Grew since you first funded

Where your money sits — by cause, then by grantee

ROYCEMORE SCHOOL — $841,000 · EducationROYCEMORE SCHOOLRYAN BANKS ACADEMY — $345,000 · OtherRYAN BANKS ACADEMY+6 more — $29,200 · Other+6 moreGS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC — $225,000 · PhilanthropyGS DONOR ADVISE…Northwestern University — $100,000 · Recreation & SportsNORTHERN DOOR CHILDRENS CENTER INC — $46,500 · Human ServicesMIDSUMMER'S MUSIC LTD — $28,500 · Arts & CultureNORTHLIGHT THEATRE INC — $15,000 · Arts & Culture+3 more — $1,100 · Arts & CultureHELP OF DOOR COUNTY INC — $2,050 · Health
Education$841,000Other$374,200Philanthropy$225,000Recreation & Sports$100,000Human Services$46,500Arts & Culture$44,600Health$2,050

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetROYCEMORE SCHOOL — $841,000 over 5y, 2.5% of budgetRYAN BANKS ACADEMY — $345,000 over 3y, 24% of budgetGS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC — $225,000 over 3y, 0.0% of budgetNorthwestern University — $100,000 over 5y, 0.0% of budgetNORTHERN DOOR CHILDRENS CENTER INC — $46,500 over 3y, 1.6% of budgetMIDSUMMER'S MUSIC LTD — $28,500 over 2y, 3.3% of budgetNORTHLIGHT THEATRE INC — $15,000 over 2y, 0.2% of budgetHELP OF DOOR COUNTY INC — $2,050 over 3y, 0.2% of budgetDOOR COUNTY LAND TRUST INC — $1,500 over 2y, 0.0% of budgetFRIENDS OF THE ISRAEL DEFENSE FORCES — $1,000 over 1y, 0.0% of budgetWRITE ON DOOR COUNTY INC — $500 over 1y, 0.1% of budgetTHIRD AVENUE PLAYHOUSE INC — $400 over 1y, 0.1% of budgetWISCONSIN PUBLIC RADIO ASSOCIATION INC — $200 over 1y, 0.0% of budget
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.

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.

Mmg Foundation IncWI17.9× affinity6 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Mmg Foundation Inc · Door County Community Foundation Inc · Greater Green Bay Community Foundation Inc · Hislop Family Foundation · Charles & Marcia Larsenanthony & Priscilla Beadell Foundation · Ellsworth and Carla Peterson Charitable Foundation · Lutsey Family Foundation · American Endowment Foundation · Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

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 Rogue Willow Foundation CO Lerman Sweeney and CO LLP 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.

2024
202122232425
no gov · 00%2%6%14%25%your share of their income ↑0%5%10%15%20%share of the org’s income from government
    no gov moneyreceives it· size = income
    0get no government money at all
    4report 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, FY2025

    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.

    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to The Rogue Willow Foundation CO Lerman Sweeney and CO LLP?

    Find your warmest path to The Rogue Willow Foundation CO Lerman Sweeney and CO LLP 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 directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 17 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your 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. How we build these →

    Generated from your IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

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