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The Schalon Foundation at a glance

· Private foundation

The Schalon Foundation

Its FY2025 filing reports that it accepted unsolicited grant applications.

$408k
Granted FY2025still arriving
19
Grants FY2025still arriving
2
States reached
$50k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0198% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Arts & Culture$1.7MPhilanthropy$372kAnimals$301kHealth$235kEducation$136kScience & Tech$105kHuman Services$95kYouth Development$92kOther$0
02FY2025 · 19 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k1 grant · $8k
  • $10k–50k16 grants · $300k
  • $50k–250k2 grants · $100k
$20,000
Median grant
2
States reached
$7.2M
Total assets
Largest grants
RecipientAmount
BERRIEN COMMUNITY FOUNDATION$50,000
BERRIEN COMMUNITY FOUNDATION$50,000
OCEAN DISCOVERY INSTITUTE$30,000
BOYS AND GIRLS CLUBS OF NW SAN DIEG$30,000
BERRIEN COMMUNITY FOUNDATION$30,000
LORYS PLACE FOR HOSPICE$25,000
ARS ARTS AND CULTURE CENTER$25,000
THE SOUP KITCKEN INC$20,000
SAN DIEGO HUMANE SOCIETY$20,000
CENTER FOR COMMUNITY SOLUTIONS$20,000
FALCON PLAYHOUSE FOUNDATION$15,000
SCRIPPS RANCH HIGH S MUSIC BOOSTERS$15,000
SAN DIEGO HOUSE RABBIT SOCIETY$15,000
BOX FACTORY FOR THE ARTS$15,000
SJHS SJ MUSICAL BOOSTERS$10,000
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 (FY18–25, $85k) land where the poverty rate runs at 11%, against an area that typically sits at 8%. 88% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 8%GUIDE DOGS FOR THE BLIND: $10k → 8%LEST WE FORGET: $10k → 15%JEWISH FAMILY SERVICES SAN DIEGO: $25k → 11%LEST WE FORGET: $10k → 15%SHARIAS CLOSET: $10k → 11%SHARIAS CLOSET: $10k → 11%SHARIAS CLOSET: $10k → 11%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.

85%of every dollar goes to organizations it has funded before.
$2.6M · 37 repeat orgs$463k to everyone else

37 repeat relationships: 14 still active in FY2025, 23 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

37
33

Total granted

$2.6M
$453k

Median revenue growth · since first grant

+29%
+35%

Still filing today

54%
33%

New vs renewed · share of each year

In FY2025, 96% of grant dollars renewed an existing relationship; $10k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

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

’17’18’19’20’21’22’23’24’25
Arts & CultureHuman ServicesAnimalsHealthEducationCrime & LegalOther
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

  • AA
    ARS ARTS & CULTURE CENTER
    5× · 2019–2025 · $115k · revenue +45% · 33% of their budget
  • CD
    CITADEL DANCE AND MUSIC CENTER INC
    4× · 2021–2025 · $115k · revenue +81%
  • OD
    OCEAN DISCOVERY INSTITUTE
    6× · 2017–2025 · $105k · revenue +48%

Funded once

  • SM
    SW MI SYMPHONY ORCHESTRA
    one grant, 2017 · $70k
  • BL
    BLUE LAKE FINE ARTS CAMPgraduated
    one grant, 2021 · $50k · revenue +29%
  • HS
    HUMANE SOCIETY OF SW MI
    one grant, 2017 · $40k
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
South Bay Artist Collective

The south bay artist collective's mission as a 501(c)3 non-profit is to support and grow the local visual arts community through creating a destination for art and creativity, while teaching and inspiring youth. our purpose is to support…

Arts & Culture
2
San Diego Opera Association

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

Arts & Culture
3
Great Lakes Center for the Arts

The Center's mission is to inspire, entertain, 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
4
La Jolla Symphony and Chorus Association

La Jolla Symphony Chorus Association was organized in 1957 under the nonprofit public benefit corporation laws for public and charitable purposes. The mission of the association is to inspire the San Diego community with the joy of music…

—
5
South Bend Museum of Art

To promote the education and advancement of art in the city of south bend, st. joseph county, and surrounding areas.

Arts & Culture
6
Humane Society of South Central Mi

Animal shelter - provide a safe haven for animals without homes.

Animals
7
San Diego Ballet

Excite, entertain and enrich diverse audiences.

Unclassified
8
The New Childrens Museum

The New Childrens Museum (the Museum) in San Diego is an arts-based childrens museum whose mission is to stimulate imagination, creativity, and critical thinking in children and families through inventive, engaging experiences with…

Arts & Culture
9
San Diego Society of Natural History

Conserving nature through science and discovery.

Arts & Culture
10
Sand Lake Center for the Arts Circle Theatre Players Inc

Enrich community life via the theatre and creative arts.

—
11
Sarasota Opera Association Inc

Sarasota Opera produces impassioned opera performances true to the vision of the composer, to entertain, enrich, educate, and inspire a life-long love of opera in our diverse and growing communities.

Arts & Culture
12
Zoological Society of San Diego

San diego zoo wildlife alliance is committed to saving species worldwide by uniting our expertise in wildlife care and conservation science with our dedication to inspiring passion for nature.

Animals
How this is measured
The grantee most central to the portfolio’s shape is Krasl Art Center Inc; the most unlike its peers is Twin City Players. 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

34 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. 34 of the 72 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.

3
Load-bearing (≥25% of a budget)
7
Early backer (in before they grew)
33/34
Grantees still filing
24/34
Grew since first funded

Where the money sits, by cause and then by grantee

COREWELL HEALTH FOUNDATION: $145,000 · OtherCOREWELL HEALTH FOUNDATIONTHE GHOSTLIGHT THEATRE INC: $135,000 · OtherTHE GHOSTLIGHT THEATRE INCLORYS PLACE FOR HOSPICE: $115,000 · OtherLORYS PLACE FOR HOSPICETHE GHOSTLIGHT THEATER: $105,000 · OtherTHE GHOSTLIGHT THEATERBOX FACTORY FOR THE ARTS: $85,000 · OtherBOX FACTORY FOR THE ARTSIndividual grant recipient: $80,000 · OtherIndividual grant recipientSW MI SYMPHONY ORCHESTRA: $70,000 · OtherTRINITY LUTHERAN SCHOOL: $65,000 · OtherThe Soup Kitchen Inc: $56,000 · OtherLAKELAND FOUNDATION: $50,000 · Other+36 more: $545,210 · Other+36 moreSILVER BEACH CAROUSEL SOCIETY INC: $291,500 · Arts & CultureSILVER BEACH CAROUSEL SOCIETY INCSOUTHWEST MICHIGAN SYMPHONY ORCHESTRA ASSOCIATION INC: $265,000 · Arts & CultureSOUTHWEST MICHIGAN SYMPHONY ORCHES…ARS ARTS & CULTURE CENTER: $115,000 · Arts & CultureARS ARTS & CULTURE CENTERCITADEL DANCE AND MUSIC CENTER INC: $115,000 · Arts & CultureCITADEL DANCE AND MUSIC CENTER INCBLUE LAKE FINE ARTS CAMP: $50,000 · Arts & CultureTWIN CITY PLAYERS: $47,000 · Arts & CultureTHE HERITAGE MUSEUM AND CULTURAL CENTER: $40,000 · Arts & Culture+6 more: $131,750 · Arts & Culture+6 moreBERRIEN COMMUNITY FOUNDATION INC: $350,000 · PhilanthropyBERRIEN COM…HUMANE SOCIETY OF SOUTHWESTERN MICHIGAN: $115,000 · AnimalsSAN DIEGO HUMANE SOCIETY AND SPCA: $85,000 · AnimalsSAN DIEGO COMPANION RABBIT SOCIETY INC DBA SAN DIEGO HOUSE RABBIT SOCIETY: $46,000 · AnimalsOCEAN DISCOVERY INSTITUTE: $105,000 · EducationNORTHPOINTE CHRISTIAN SCHOOLS: $23,000 · EducationSharp Healthcare Foundation: $60,000 · HealthCENTER FOR COMMUNITY SOLUTIONS: $40,000 · HealthHospice at Home Inc: $14,000 · HealthSharias Closet: $30,000 · Human ServicesJEWISH FAMILY SERVICE OF SAN DIEGO: $25,000 · Human ServicesLest We Forget Inc: $20,000 · Human ServicesGUIDE DOGS FOR THE BLIND INC: $10,000 · Human Services
Other$1,451,210Arts & Culture$1,055,250Philanthropy$350,000Animals$246,000Education$128,000Health$114,000Human Services$85,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetBERRIEN COMMUNITY FOUNDATION INC: $350,000 over 7y, 0.8% of budgetSILVER BEACH CAROUSEL SOCIETY INC: $291,500 over 7y, 49% of budgetSOUTHWEST MICHIGAN SYMPHONY ORCHESTRA ASSOCIATION INC: $265,000 over 6y, 21% of budgetARS ARTS & CULTURE CENTER: $115,000 over 5y, 33% of budgetCITADEL DANCE AND MUSIC CENTER INC: $115,000 over 4y, 9.8% of budgetHUMANE SOCIETY OF SOUTHWESTERN MICHIGAN: $115,000 over 4y, 4.2% of budgetOCEAN DISCOVERY INSTITUTE: $105,000 over 6y, 0.7% of budgetSAN DIEGO HUMANE SOCIETY AND SPCA: $85,000 over 5y, 0.0% of budgetSharp Healthcare Foundation: $60,000 over 3y, 0.1% of budgetThe Soup Kitchen Inc: $56,000 over 7y, 6.3% of budgetBLUE LAKE FINE ARTS CAMP: $50,000 over 1y, 0.6% of budgetTWIN CITY PLAYERS: $47,000 over 4y, 8.1% of budgetSAN DIEGO COMPANION RABBIT SOCIETY INC DBA SAN DIEGO HOUSE RABBIT SOCIETY: $46,000 over 6y, 1.6% of budgetCENTER FOR COMMUNITY SOLUTIONS: $40,000 over 3y, 0.3% of budgetTHE HERITAGE MUSEUM AND CULTURAL CENTER: $40,000 over 3y, 3.4% of budgetOpera Grand Rapids: $35,000 over 2y, 2.1% of budgetSAN DIEGO POLICE FOUNDATION: $34,000 over 5y, 0.6% of budgetSharias Closet: $30,000 over 3y, 3.7% of budgetVOICES OF OUR CITY CHOIR INC: $27,000 over 2y, 1.8% of budgetJACOBS & CUSHMAN SAN DIEGO FOOD BANK: $25,000 over 1y, 0.0% of budgetKRASL ART CENTER INC: $25,000 over 3y, 0.5% of budgetJEWISH FAMILY SERVICE OF SAN DIEGO: $25,000 over 1y, 0.1% of budgetFalcon Playhouse Foundation: $25,000 over 2y, 74% of budgetNORTHPOINTE CHRISTIAN SCHOOLS: $23,000 over 1y, 0.3% of budgetST JOSEPH TODAY ASSOCIATION: $18,750 over 1y, 2.8% of budgetBOYS & GIRLS CLUBS OF NORTHWEST SAN DIEGO COUNTY INC: $15,000 over 1y, 0.2% of budgetFOUNDATION FOR ANIMAL CARE & EDUCATION: $15,000 over 1y, 0.6% of budgetHospice at Home Inc: $14,000 over 2y, 0.0% of budgetVIETNAM VETERANS OF SAN DIEGO DBA VETERANS VILLAGE OF SAN DIEGO: $10,000 over 1y, 0.1% of budgetGUIDE DOGS FOR THE BLIND INC: $10,000 over 1y, 0.0% of budgetBenton Harbor Arts Association: $1,000 over 1y, 14% of budgetLAKE MICHIGAN COLLEGE FOUNDATION: $500 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 BERRIEN COMMUNITY FOUNDATION INC ↗
  • Who funds SILVER BEACH CAROUSEL SOCIETY INC ↗
  • Who funds SOUTHWEST MICHIGAN SYMPHONY ORCHESTRA ASSOCIATION INC ↗
  • Who funds ARS ARTS & CULTURE CENTER ↗
  • Who funds CITADEL DANCE AND MUSIC CENTER INC ↗
  • Who funds HUMANE SOCIETY OF SOUTHWESTERN MICHIGAN ↗
  • Who funds OCEAN DISCOVERY INSTITUTE ↗
  • Who funds SAN DIEGO HUMANE SOCIETY AND SPCA ↗
  • Who funds Sharp Healthcare Foundation ↗
  • Who funds The Soup Kitchen Inc ↗
  • Who funds BLUE LAKE FINE ARTS CAMP ↗
  • Who funds TWIN CITY PLAYERS ↗
  • Who funds SAN DIEGO COMPANION RABBIT SOCIETY INC DBA SAN DIEGO HOUSE RABBIT SOCIETY ↗
  • Who funds CENTER FOR COMMUNITY SOLUTIONS ↗
  • Who funds THE HERITAGE MUSEUM AND CULTURAL CENTER ↗
  • Who funds Opera Grand Rapids ↗
  • Who funds SAN DIEGO POLICE FOUNDATION ↗
  • Who funds Sharias Closet ↗
  • Who funds VOICES OF OUR CITY CHOIR INC ↗
  • Who funds JACOBS & CUSHMAN SAN DIEGO FOOD BANK ↗
  • Who funds KRASL ART CENTER INC ↗
  • Who funds JEWISH FAMILY SERVICE OF SAN DIEGO ↗
  • Who funds Falcon Playhouse Foundation ↗

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 loosely connected circle, clustered around a few shared anchors.

Berrien Community Fou…The Cushman FoundationThe San Diego Foundat…Jewish Community Foun…Sempra FoundationHanson Family Foundat…St Josephbenton Harbo…The Marzke Family Fou…Evergreene FoundationWhirlpool FoundationThe Parker FoundationDavid C Copley Founda…
Berrien Community Foundation IncMI38.1× affinity16 shared granteesties to 8 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Berrien Community Foundation Inc · The Cushman Foundation · The San Diego Foundation · Jewish Community Foundation of San Diego · Sempra Foundation · Hanson Family Foundation · St Josephbenton Harbor Rotary Foundation Inc · The Marzke Family Foundation · Evergreene Foundation · Whirlpool Foundation · The Parker Foundation · David C Copley 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 Schalon Foundation funds: left to right is the share of its income from government, bottom to top the share from The Schalon Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%5%19%42%75%funder's share of their income ↑0%23%45%68%90%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    12report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–90%
    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.

    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 72 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

    Play a game based on Schalon’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home