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The Schwalbach Family Foundation at a glance

· Private foundation

The Schwalbach Family Foundation

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.

$304k
Granted FY2019
13
Grants FY2019
4
States reached
$100k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead

Read this first · the figures below need context

94% of The Schwalbach Family Foundation’s FY2025 grant dollars went to Mayo Clinic, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2025 names 2 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2019, the last year The Schwalbach Family Foundation named its own grantees at scale: 9 organizations, $304k. It is dated, not current.

Organizations named directly on the return

9
’19
3
’20
8
’21
5
’22
4
’23
2
’24
2
’25

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

01What it funds
0198% classified

What it funded, over time

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

Health$1.5MReligion$234kHuman Services$56kPublic Benefit$38kHousing & Shelter$25kPublic Safety & Disaster$10kRecreation & Sports$10kInternational$5kOther$0
02FY2019 · 13 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2019

  • Under $10k6 grants · $18k
  • $10k–50k5 grants · $137k
  • $50k–250k2 grants · $150k
$17,500
Median grant
4
States reached
$6k
Total assets
Largest grants
RecipientAmount
Mayo Clinic Foundation$100,000
St Paul Seminary$50,000
Phoenix Childrens Hospital FNDN$49,000
PTSD Foundation of America$25,000
Courage Kenny Foundation$25,000
Mission2Alpha$20,000
Marine Raider Foundation$17,500
North Bible Church$5,000
Home 4 Wounded Wariors$5,000
National Psoriasis Foundation$3,000
Florence Crittenton$3,000
Immaculata Cathold School$1,000
Halo Animal Rescue$500
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 (FY21–21, $25k) land where the poverty rate runs at 11%, against an area that typically sits at 8%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 8%Carefree Christopher Columbus Assoc: $25k → 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.

Which US states its grants reach

MT
MN
WI
OR
CA
CO
MO
MD
AZ
NC
FL
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.

80%of every dollar goes to organizations it has funded before.
$669k · 10 repeat orgs$169k to everyone else

10 repeat relationships: 6 still active in FY2019, 4 since wound down; 19 grantees were first funded in FY2019 (too recent to call). Read against FY2019, 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

10
19

Total granted

$669k
$169k

Median revenue growth · since first grant

-7%
+14%

Still filing today

30%
58%

New vs renewed · share of each year

In FY2025, 37% of grant dollars renewed an existing relationship; $9k 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
HealthPublic BenefitAnimalsHuman ServicesPhilanthropyInternationalOther
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

  • TS
    THE SAINT PAUL SEMINARY
    6× · 2019–2024 · $225k
  • MC
    Mayo Clinic Foundation
    2× · 2019–2020 · $200k
  • PF
    PTSD Foundation of America
    3× · 2019–2021 · $65k

Funded once

  • CC
    CAREFREE CHRISTOPHER COLUMBUS ASSOCIATIONgraduated
    one grant, 2021 · $25k · revenue +56%
  • CO
    City of Phoenix Pediatric Health
    one grant, 2020 · $25k
  • M
    MISSION2ALPHA
    one grant, 2019 · $20k · revenue -64%
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
Banner -University Medical Group

Assist banner health complete its mission to make health care easier so life can be better by providing integrated & coordinated care & population health management.

Health
2
Children's Hospital Corporation

Provider of pediatric healthcare, education, research & community service

Health
3
Honorhealth

Honorhealth's mission is to improve the health and well-being of those we serve.

Health
4
Munson Healthcare Charlevoix Hospital Foundation

The mission of the munson healthcare charlevoix hospital foundation is to raise, manage,and grant funds to support munson healthcare charlevoix hospital's mission to provide accessible, quality, compassionate healthcare services to improve…

—
5
Children's Hospital Ophthalmology Foundation Inc

The Foundation's mission is to provide ophthalmology services primarily to patients at Boston Children's Hospital and at satellite locations. The Foundation carries on and promotes basic and applied medical research and education in the…

Health
6
Children's Health Care

We champion the health needs of children and families. we are committed to improving children's health by providing the highest-quality, family centered care, advanced through research and education.

Health
7
Central Maine Medical Center

To provide exceptional healthcare services in a safe and trustfulenvironment through the expertise, commitment and compassion of ourfamily of caregivers.

Health
8
Memorial Hermann Medical Group

Memorial hermann health system is a nonprofit, values-driven, community-owned health system dedicated to improving health. our vision is to create healthier communities, now and for generations to come. our values are community,…

Health
9
Munson Healthcare Cadillac Hospital Foundation

None.

—
10
Caromont Health

To provide compassionate, exceptional and highly reliable care.

Health
11
Rush Copley Foundation

To inspire philanthropic support for rush copley medical center and other related/controlled exempt entities to advance healthcare and health to the community we serve.

Health
12
Rush Copley Medical Center

To improve the health of the individuals and diverse communities we serve through the integration of outstanding patient care, education, research and community partnerships.

Health
How this is measured
The grantee most central to the portfolio’s shape is 100 Club of Arizona; the most unlike its peers is MISSION2ALPHA. 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

17 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. 17 of the 30 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)
3
Early backer (in before they grew)
15/17
Grantees still filing
10/17
Grew since first funded

Where the money sits, by cause and then by grantee

MAYO CLINIC: $1,029,999 · HealthMAYO CLINICPhoenix Children's Hospital Foundation: $54,000 · Health+2 more: $29,500 · HealthTHE SAINT PAUL SEMINARY: $225,307 · OtherTHE SAINT PAUL SEMINARYMayo Clinic Foundation: $200,000 · OtherMayo Clinic FoundationPTSD Foundation of America: $65,000 · OtherPTSD Foundation of AmericaCOURAGE KENNY FOUNDATION: $45,000 · OtherCOURAGE KENNY FOUNDATIONGuild: $25,000 · OtherCity of Phoenix Pediatric Health: $25,000 · Other+14 more: $91,000 · Other+14 moreMISSION2ALPHA: $20,000 · Public BenefitMARINE RAIDER FOUNDATION: $17,500 · Public BenefitCAREFREE CHRISTOPHER COLUMBUS ASSOCIATION: $25,000 · Human ServicesCOXHEALTH FOUNDATION: $10,000 · PhilanthropyBULAMU INTERNATIONAL: $5,000 · InternationalHALO HELPING ANIMALS LIVE ON INC: $500 · Animals
Health$1,113,499Other$676,307Public Benefit$37,500Human Services$25,000Philanthropy$10,000International$5,000Animals$500

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 budgetMAYO CLINIC: $1,029,999 over 5y, 0.0% of budgetPhoenix Children's Hospital Foundation: $54,000 over 2y, 0.1% of budgetCOURAGE KENNY FOUNDATION: $45,000 over 3y, 0.3% of budgetCAREFREE CHRISTOPHER COLUMBUS ASSOCIATION: $25,000 over 1y, 12% of budgetGuild: $25,000 over 5y, 0.0% of budgetMISSION2ALPHA: $20,000 over 1y, 5.7% of budgetNATIONAL PSORIASIS FOUNDATION: $19,500 over 3y, 0.1% of budgetMARINE RAIDER FOUNDATION: $17,500 over 1y, 1.7% of budgetPhoenix Children's Hospital: $10,000 over 1y, 0.0% of budgetCOXHEALTH FOUNDATION: $10,000 over 1y, 0.1% of budget100 CLUB OF ARIZONA: $10,000 over 1y, 0.3% of budgetMOUNTAIN LAKE COMMUNITY SERVICE INC: $8,500 over 1y, 1.7% of budgetBULAMU INTERNATIONAL: $5,000 over 1y, 0.3% of budgetUSA HOCKEY FOUNDATION: $5,000 over 1y, 0.0% of budgetSCOTTSDALE CHARROS INC: $5,000 over 1y, 0.3% of budgetFLORENCE CRITTENTON SERVICES OF ARIZONA INC: $3,000 over 1y, 0.0% of budgetHALO HELPING ANIMALS LIVE ON INC: $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.

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.

Arizona Community Fou…Mightycause Charitabl…American Express Foun…United Way WorldwideBaird Foundation IncCharities Aid Foundat…Vanguard Charitable E…National Philanthropi…The Pfizer Foundation…Natl Christian Charit…The Bank of America C…American Endowment Fo…
Arizona Community FoundationAZ14.4× affinity5 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Arizona Community Foundation · Mightycause Charitable Foundation · American Express Foundation · United Way Worldwide · Baird Foundation Inc · Charities Aid Foundation America · Vanguard Charitable Endowment Program · National Philanthropic Trust · The Pfizer Foundation Inc · Natl Christian Charitable Fdn Inc · The Bank of America Charitable Foundation Inc · American Endowment 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 Schwalbach Family Foundation funds: left to right is the share of its income from government, bottom to top the share from The Schwalbach Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%1%4%8%15%funder's share of their income ↑0%3%5%8%10%share of the org’s income from government →
    no gov moneyreceives it· size = income
    1get 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 · 0–10%
    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 Schwalbach Family Foundation?

    Find your warmest path to The Schwalbach Family 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 30 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 2019, released 2019. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Schwalbach Family’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