How much did THE SCHALON FOUNDATION grant in FY2024?

A cause breakdown isn’t shown here: 65% of THE SCHALON FOUNDATION’s grantee dollars go to organizations outside the IRS cause taxonomy (common for large international and research funders), so a chart would be mostly “unclassified” and misrepresent the portfolio.

02beneath the categories

Past the labels — and the year it shifted

Beneath the NTEE codes, this is what the grant descriptions actually say.

…and in their own words, year by year

2018

golfmedcsponsershipsan diego

2019

cancersouthwestartssan diego

2020

covidsouthwestsan diego

2021

artssouthwestjosephmusichumanesan diego

2022

—

2023

artworkgoodsummermusicalhumaneghostlightsan diego

Words distinctive to each year’s grant purposes (TF-IDF) · event-driven terms in cyan.

03FY2024 · 30 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

Under $10k2 grants · $13k
$10k–50k26 grants · $450k
$50k–250k2 grants · $100k

$15,000

Median grant

States reached

$8.9M

Total assets

Largest grants

SILVER BEACH CAROSEL SOCIETY$50,000
THE GHOSTLIGHT$50,000
BERRIEN COMMUNITY FOUNDATION$30,000
CITADEL DANCE AND MUSIC CENTER$30,000
ARS ARTS AND CULTURE CENTER$25,000
SILVER BEACH CAROSEL SOCIETY$25,000
CITADEL DANCE AND MUSIC CENTER$25,000
HUMANE SOCIETY OF SW MICH$25,000
SAINT JOSEPH PUBLIC SCHOOLS FOUNDAT$25,000
TWIN CITY PLAYERS$25,000
SW MICHIGAN SYMPHONY ORCHESTRA$25,000
LORYS PLACE FOR HOSPICE$20,000
LAKE MI COLLEGE MUSIC DEPARTMENT$20,000
OCEAN DISCOVERY INSTITUTE$20,000
BOYS AND GIRLS CLUBS OF NW SAN DIEG$15,000

02The need

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 (FY18–24, $50k) land where the poverty rate runs at 12% — the area typically sits at 9%. 100% of those dollars reach neighborhoods with above-average need. Most of your grants land in higher-need ZIPs.

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 line in 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, United Way ALICE — 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.

80%of every dollar goes to organizations you’ve funded before.

$2.4M · 38 repeat orgs$614k to everyone else

38 repeat relationships — 21 still active in FY2024, 17 since wound down; 5 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

Total granted

$2.4M

$534k

Median revenue growth · since first grant

+26%

+35%

Still filing today

39%

14%

New vs renewed · share of each year

In FY2024, 86% of grant dollars renewed an existing relationship; $80k went to new ones.

RenewedFirst-time

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

Arts & CultureHealthEducationHuman ServicesPhilanthropyCrime & LegalOther

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

BC
BERRIEN COMMUNITY FOUNDATION
6× · 2018–2024 · $210k · revenue +94%
SB
SILVER BEACH CAROUSEL SOCIETY
5× · 2017–2021 · $167k · revenue +4% · 49% of their budget
CD
CITADEL DANCE AND MUSIC CENTER
3× · 2021–2024 · $105k · revenue +19%

Funded once

SM
SW MI SYMPHONY ORCHESTRA
one grant, 2017 · $70k
BL
BLUE LAKE FINE ARTS CAMP
one grant, 2021 · $50k · revenue -19%
SM
SOUTHWEST MICH SYMPHONY ORCHESTRA
one grant, 2023 · $40k

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.

Great Lakes Center for the Arts

Educate and serve all in northern michigan year-round by presenting exceptional experiences across the full spectrum of the performing arts and offering impactful educational opportunities.

Arts & Culture

Detroit Opera

The mission of detroit opera is to be one of the outstanding opera companies in the unted states and, in particular, to serve as a major cultural resource to the city of detroit and the state of michigan.

Arts & Culture

Grand Rapids Public Museum

The grpm exists to enrich the life of our community through experiences of the wider world through a uniquely grand rapids lens. offering exhibits, events & educational programming designed to inspire, motivate, and celebrate our human…

Arts & Culture

The Detroit Institute of Arts

The dia creates experiences that help each visitor find personal meaning in art.

Arts & Culture

San Diego Museum of Art

To inspire, educate and cultivate curiosity through great works of art.

Arts & Culture

Segerstrom Center for the Arts

Developing and operating a major performing arts center presenting the finest in performing arts.

Arts & Culture

Beck Center for the Arts

To inspire, enrich, and transform lives through dynamic arts experiences.

Arts & Culture

The Contemporary Arts Center

The CAC is a lab for understanding ourselves, others, and the world around us through the experience and creation of all contemporary art forms.

Arts & Culture

San Diego Opera Association

The mission of san diego opera is to deliver exceptional performances and exciting, accessible programs to diverse audiences, focusing on community engagement and the transformative and expressive power of the human voice. as part of its…

Arts & Culture

Minnesota Marine Art Museum

The minnesota marine art museum engages visitors in meaningful visual art experiences through education and exhibitions that explore the ongoing and historic human relationship with water.

Arts & Culture

Contemporary Arts Center

To provide public access to contemporary art. The Contemporary Arts Center is a multi-disciplinary arts center that is dedicated to the presentation, production, and promotion of the arts of our time.

Arts & Culture

Opera Theatre of Saint Louis

Opera Theatre's mission is to shape a vibrant future for opera by connecting, inspiring, and entertaining our communities; to foster the next generation; and to make opera accessible and inclusive.

Arts & Culture

For reference, the grantee most central to the portfolio’s shape is Krasl Art Center Inc and the most unlike its peers is Opera Grand Rapids. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

Your grantees are a median of 46 years old; the field is 12. You back the established end — and your money leans older still.

The field is 25% startups (under 5 years old) — 5% of your grantees by number, and just 1% of your money.

Closures · last 5 years

The orgs you fund almost never close — 0.0% lost their exemption, against 12% of the field you don’t fund.

orgs you fund

0.0%0/23

the rest of the field

12%

1,921/15,639

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.

05the grantee network

22 grantees, every filing reconciled, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.

Load-bearing (≥25% of a budget)

Early backer (in before they grew)

21/22

Grantees still filing

17/22

Grew since you first funded

Where your money sits — by cause, then by grantee

Other$1,963,960Arts & Culture$571,500Philanthropy$210,000Education$98,000Health$74,000Human Services$50,000Crime & Legal$34,000

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.

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.

Berrien Community Foundation IncMI30.7× affinity12 shared granteesties to 7 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Berrien Community Foundation Inc · The San Diego Foundation · Evergreene Foundation · Jewish Community Foundation of San Diego · Sempra Foundation · Hanson Family Foundation · Marzke Foundation · Whirlpool Foundation · David C Copley Foundation · The Conrad Prebys Foundation · The Pfizer Foundation Inc · The Chicago Community Trust

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 organisation THE SCHALON 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.

2024

’20’21’22’23’24

no gov moneyreceives it· size = income

0get no government money at all

0rely on government for over half their income

⤢ axis zoomed · 0–20%

typical government reliance, FY20–24

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. 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

Through Plinth

Your grantmaking, live and operational

This dossier was generated cold from public filings. In Plinth it’s a working system — every applicant assessed and every grant monitored. Here’s a taste, run on one of your grantees: FALCON PLAYHOUSE FOUNDATION.

Agentic due diligence · confidence × risk

Financial management

insufficient risk

Limited financial data in public filings.

Track record & reputation

medium risk

3 years of Form 990 filings, still active.

Legal standing

low risk

US 501(c)(3); EIN 842325737 on file with current IRS Form 990 filings.

Governance

Live in Plinth

Board composition & governance documents — verified live in Plinth from the applicant.

Compliance & sanctions

Live in Plinth

OFAC / UN sanctions screening — run live in Plinth at assessment.

Program capacity

Live in Plinth

Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.

Live · Plinth’s real DD engine

Run the actual assessment on FALCON PLAYHOUSE FOUNDATION, cold from public data.

Generated live from public IRS filings + open web sources by Plinth’s agentic engine. Shown as an illustration of the product, not a formal assessment.

Post-award monitoring · continuous checks

Awaiting reportFinancial stability— Runway not derivable from filings.
WatchSustained operations— Filing through 2024; revenue contracted over the period.
WatchReliance on your funding— Your grants peaked at 74% of their budget — load-bearing; a dependency Plinth would track.
Awaiting reportEvidence of delivery— Plinth collects the grantee's own monitoring reports post-award.

What you see here is static and public. In Plinth it’s operational — the full six-pillar framework on every applicant (with their own documents + live registry and sanctions checks), monitoring dashboards on every award, custom board reports, and eligibility routing for intake.

Agentic due diligenceMonitoring dashboardsCustom board reportsEligibility routing

Preview generated from this grantee’s public IRS filings and independent reporting. Pillars marked “live in Plinth” require the applicant’s submitted documents. Shown as illustration, not a formal assessment.

Warm introductions · Powered by PlinthPro

How do I get to The Schalon Foundation?

Find your warmest path to The Schalon Foundation through people who sit on both boards. Search for your organization and Plinth traces the introduction across shared trustees and officers.

Every link is a documented governance overlap in public IRS 990 filings — not a personal network — and each hop carries its own confidence tier. Low-confidence or distant paths are held back rather than guessed.

THE SCHALON FOUNDATION

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

22 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to The Schalon Foundation?

More from the funding graph

THE SCHALON FOUNDATION

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

22 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to The Schalon Foundation?

More from the funding graph