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The Shumway Foundation at a glance

· Private foundation

The Shumway Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$1.7M
Granted FY2017
23
Grants FY2017
8
States reached
$910k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead

Read this first · the figures below need context

56% of The Shumway Foundation’s FY2024 grant dollars went to President And Fellows Of Harvard College, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2024 names 7 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2017, the last year The Shumway Foundation named its own grantees at scale: 17 organizations, $2M. It is dated, not current.

Organizations named directly on the return

17
’17
4
’20
1
’21
5
’22
6
’23
7
’24

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

01What it funds
0197% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Education$22MScience & Tech$21MRecreation & Sports$1.0MPhilanthropy$880kEmployment$250kHealth$182kHuman Services$63kAnimals$51kOther$0
02FY2017 · 23 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2017

  • Under $10k15 grants · $31k
  • $10k–50k3 grants · $60k
  • $50k–250k3 grants · $160k
  • $250k+2 grants · $1.4M
$3,000
Median grant
8
States reached
$2.1M
Total assets
Largest grants
RecipientAmount
MCINTIRE SCHOOL FOUNDATION$910,000
UNIVERSITY OF ARIZONA FOUNDATION$500,000
JOYFUL HEART FOUNDATION$60,000
FAIRFIELD COUNTY COMMUNITY FOUNDATION$50,000
WILDLIFE CONSERVATION SOCIETY$50,000
EXCELLENCE COMMUNITY SCHOOLS$25,000
TEACH FOR AMERICA$25,000
EVERGLADES FOUNDATION$10,000
THE B ROBERT WILLIAMSON JR FOUNDATION$6,000
LOST TREE VILLAGE CHARITABLE FOUNDATION$5,000
BREAST CANCER RESEARCH FOUNDATION$5,000
GREENWICH ROUNDTABLE$3,000
JEWISH BOARD OF FAMILY AND CHILDREN'S SERVICES (JBFCS)$2,500
Individual grant recipient$2,500
THE TINY MIRACLES FOUNDATION$1,000
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 (FY17–17, $60k) land where the poverty rate runs at 17%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%JOYFUL HEART FOUNDATION: $60k → 17%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

MN
NY
MA
PA
CT
CA
VA
AZ
TN
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.

83%of every dollar goes to organizations it has funded before.
$20M · 8 repeat orgs$4.1M to everyone else

Grantees it renews have grown median revenue +64% since the first grant, against +37% for those funded once.

8 repeat relationships: 5 still active in FY2017, 3 since wound down; 31 grantees were first funded in FY2017 (too recent to call). Read against FY2017, 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

8
31

Total granted

$20M
$4.1M

Median revenue growth · since first grant

+64%
+37%

Still filing today

88%
71%

New vs renewed · share of each year

In FY2024, 97% of grant dollars renewed an existing relationship; $110k went to new ones.

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

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

’17’20’21’22’23’24
EducationHealthPhilanthropyFood & NutritionHuman ServicesAnimalsOther
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

  • University of Arizona Foundation
    3× · 2017–2023 · $1.0M · revenue +109%
  • TO
    TRUSTEES OF DEERFIELD ACADEMY
    2× · 2023–2024 · $576k · revenue +102%
  • TT
    THE TINY MIRACLES FOUNDATION INC
    4× · 2017–2024 · $51k · revenue +61%

Funded once

  • WP
    WEST PALM GOLF COMMUNITY TRUST INC
    one grant, 2021 · $1.0M · revenue -43%
  • TU
    THE UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE FOUNDATIONgraduated
    one grant, 2017 · $910k · revenue +76%
  • GC
    GREENWICH COUNTRY DAY SCHOOL INCgraduated
    one grant, 2020 · $500k · revenue +78%
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
The Trustees of Princeton University

Research, education and general - princeton university is a private not-for-profit, non-sectarian institution of higher learning with approximately 5,700 undergraduate and 3,300 graduate students. 2,500 students graduated in the 2024-2025…

Education
2
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
3
The Baruch College Fund

The baruch college fund is an organization engaged in generating, encouraging and promoting the educational welfare of the students of the bernard m. baruch college of the city university of new york.

Education
4
Furman University

The primary mission of furman as a liberal arts institution is to provide a distinctive education in fine arts, humanities, social sciences, mathematics and the sciences, as well as selected professional disciplines.

Education
5
Trustees of Dartmouth College

Dartmouth College educates the most promising students and prepares them for a lifetime of learning and of responsible leadership, through a faculty dedicated to teaching and the creation of knowledge.

Education
6
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
7
Massachusetts Institute of Technology

The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.

Education
8
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

—
9
St Francis College

St. francis college is an independent, coeducational institution of higher education chartered by an act of the regents of the university of the state of new york on april 10, 1957.

Education
10
Wentworth Institute of Technology Inc

Wentworth institute of technology is a nationally recognized private coeducational and residential university of higher education with a mission to empower, inspire and innovate through experiential learning with a core purpose of career…

Education
11
Stony Brook Internists University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
12
Stony Brook Surgical Associates University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
How this is measured
The grantee most central to the portfolio’s shape is Charlotte Hornets Foundation Inc; the most unlike its peers is B Robert Williamson Jr Foundation. 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

32 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. 32 of the 42 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)
5
Early backer (in before they grew)
32/32
Grantees still filing
22/32
Grew since first funded

Where the money sits, by cause and then by grantee

President and Fellows of Harvard College: $21,250,000 · EducationPresident and Fellows of Harvard CollegeUniversity of Arizona Foundation: $1,000,000 · EducationTHE UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE FOUNDATION: $910,000 · Education+9 more: $1,912,000 · Education+9 moreUNIVERSITY OF VIRGINIA: $18,300,000 · OtherUNIVERSITY OF VIRGINIAWEST PALM GOLF COMMUNITY TRUST INC: $1,000,000 · Other+17 more: $653,489 · OtherFIDELITY INVESTMENTS CHARITABLE GIFT FUND: $609,310 · Community ImprovementCHARLOTTE HORNETS FOUNDATION INC: $200,000 · PhilanthropyFAIRFIELD COUNTY'S COMMUNITY FOUNDATION INC: $50,000 · PhilanthropyB ROBERT WILLIAMSON JR FOUNDATION: $16,000 · PhilanthropyTHE SOUTHAMPTON HOSPITAL FOUNDATION INC: $100,000 · HealthTHE TINY MIRACLES FOUNDATION INC: $51,000 · HealthRISE FOR REW INC: $10,000 · Health+2 more: $6,000 · HealthJOYFUL HEART FOUNDATION: $60,000 · Human ServicesWildlife Conservation Society: $50,000 · Animals
Education$25,072,000Other$19,953,489Community Improvement$609,310Philanthropy$266,000Health$167,000Human Services$60,000Animals$50,000

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 budgetPresident and Fellows of Harvard College: $21,250,000 over 5y, 0.1% of budgetUniversity of Arizona Foundation: $1,000,000 over 3y, 0.4% of budgetWEST PALM GOLF COMMUNITY TRUST INC: $1,000,000 over 1y, 3.5% of budgetTHE UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE FOUNDATION: $910,000 over 1y, 9.9% of budgetFIDELITY INVESTMENTS CHARITABLE GIFT FUND: $609,310 over 3y, 0.0% of budgetTRUSTEES OF DEERFIELD ACADEMY: $576,000 over 2y, 0.5% of budgetGREENWICH COUNTRY DAY SCHOOL INC: $500,000 over 1y, 0.6% of budgetSAINT ANDREW'S SCHOOL OF BOCA RATON INC: $435,000 over 1y, 0.6% of budgetYEAR UP INC: $250,000 over 1y, 0.1% of budgetCHARLOTTE HORNETS FOUNDATION INC: $200,000 over 2y, 15% of budgetTHE SOUTHAMPTON HOSPITAL FOUNDATION INC: $100,000 over 1y, 0.9% of budgetJOYFUL HEART FOUNDATION: $60,000 over 1y, 1.3% of budgetTHE TINY MIRACLES FOUNDATION INC: $51,000 over 4y, 4.8% of budgetFAIRFIELD COUNTY'S COMMUNITY FOUNDATION INC: $50,000 over 1y, 0.1% of budgetVanderbilt University: $50,000 over 1y, 0.0% of budgetWildlife Conservation Society: $50,000 over 1y, 0.0% of budgetOXBRIDGE ACADEMY FOUNDATION INC: $50,000 over 1y, 0.2% of budgetTHE EVERGLADES FOUNDATION INC: $35,000 over 2y, 0.1% of budgetTeach for America Inc: $25,000 over 1y, 0.0% of budgetCity Squash Inc: $25,000 over 1y, 0.3% of budgetEXCELLENCE COMMUNITY SCHOOLS INC: $25,000 over 1y, 0.4% of budgetB ROBERT WILLIAMSON JR FOUNDATION: $16,000 over 2y, 1.9% of budgetTHE BREAST CANCER RESEARCH FOUNDATION INC: $15,000 over 2y, 0.0% of budgetBOCA HELPING HANDS INC: $10,000 over 1y, 0.1% of budgetRISE FOR REW INC: $10,000 over 1y, 4.1% of budgetACHIEVING CURES TOGETHER: $5,000 over 1y, 1.1% of budgetLost Tree Village Charitable Foundation: $5,000 over 1y, 0.1% of budgetGREENWICH ROUNDTABLE INC: $3,000 over 1y, 1.3% of budgetA BETTER BALANCE INC: $1,000 over 1y, 0.1% of budgetALZHEIMER'S DISEASE RESEARCH FOUNDATION: $1,000 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.

The Ayco Charitable F…Gs Donor Advised Phil…The Goldman Sachs Cha…National Philanthropi…American Endowment Fo…Vanguard Charitable E…Morgan Stanley Global…The Bank of America C…Fidelity Investments …American Online Givin…Donor Advised Charita…Amazonsmile Foundation
The Ayco Charitable FoundationNY14.7× affinity6 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Ayco Charitable Foundation · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · The Goldman Sachs Charitable Gift Fund · National Philanthropic Trust · American Endowment Foundation · Vanguard Charitable Endowment Program · Morgan Stanley Global Impact Funding Trust Inc · The Bank of America Charitable Foundation Inc · Fidelity Investments Charitable Gift Fund · American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · 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 Shumway Foundation funds: left to right is the share of its income from government, bottom to top the share from The Shumway Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 110%1%5%11%20%funder's share of their income ↑0%4%8%11%15%share of the org’s income from government →median 2%
  • President and Fellows of Harvard College: 7% of income from government
  • The Ballet School of Stamford: 2% of income from government
  • Year Up Inc: 0% of income from government
no gov moneyreceives it· size = income
11get 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 · 0–15%
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 Shumway Foundation?

Find your warmest path to The Shumway 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 42 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 2017, released 2017. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Shumway’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