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The Stagen Family Charitable Trust at a glance

· Private foundation

The Stagen Family Charitable Trust

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.

$60k
Granted FY2024still arriving
3
Grants FY2024still arriving
3
States reached
$30k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

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

Food & Nutrition$76kPublic Benefit$60kHousing & Shelter$48kCivil Rights$45kEducation$39kHuman Services$39kYouth Development$24kEnvironment$7kOther$0
02FY2024 · 3 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k1 grant · $5k
  • $10k–50k2 grants · $55k
$25,000
Median grant
3
States reached
$640k
Total assets
Largest grants
RecipientAmount
FEAST INC$30,000
INSTITUTE FOR CULTURAL EVOLUTION$25,000
UNIVERSITY OF TEXAS AT AUSTIN$5,000
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 (FY17–21, $56k) land where the poverty rate runs at 9%, against an area that typically sits at 11%. 9% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 11%HEROES AND HORSES: $3k → 10%ROBERTI COMMUNITY HOUSE: $14k → 8%ROBERTI COMMUNITY HOUSE: $13k → 8%ROBERTI COMMUNITY HOUSE: $10k → 8%ROBERTI COMMUNITY HOUSE: $6k → 8%ROBERTI COMMUNITY HOUSE: $5k → 8%DALLAS CHILDREN'S ADVOCACY CENTER: $5k → 14%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.

94%of every dollar goes to organizations it has funded before.
$327k · 13 repeat orgs$22k to everyone else

13 repeat relationships: 3 still active in FY2024, 10 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

13
9

Total granted

$327k
$22k

Median revenue growth · since first grant

+44%
+46%

Still filing today

62%
67%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

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

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

’17’18’19’20’21’22’23’24
Human ServicesArts & CultureEnvironmentSocial ScienceFood & NutritionEducationOther
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

  • FI
    FEAST Inc
    2× · 2023–2024 · $60k · revenue +25%
  • AS
    ALL STARS PROJECT INC
    2× · 2022–2023 · $14k · revenue +44%
  • CC
    Catholic Charities of the Archdiocese of Chicago
    2× · 2018–2019 · $14k · revenue +9%

Funded once

  • DC
    DALLAS CHILDREN'S ADVOCACY CENTER
    one grant, 2017 · $5k · revenue +20%
  • TF
    THE FOOD FOUNDATION DBA HUNGER BUSTERS
    one grant, 2017 · $4k
  • HA
    HEROES AND HORSES INC
    one grant, 2020 · $3k · revenue -4%
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
Eat Real Certified Inc

We empower food service programs and school districts to make food delicious, nourishing, and responsible through our evidence-based certification program. We provide education and support that inspires students, schools, and communities…

Public Benefit
2
Great Plains Food Bank

End hunger together.

Food & Nutrition
3
Nourishing Hope

Nourishing hope provides food, mental health support, and social services to help all our neighbors thrive.

—
4
United Food Bank

United Food Bank unites communities to alleviate hunger.

Food & Nutrition
5
The Food Alliance

Food alliance works at the juncture of science, business and values to define and promote sustainability in agriculture and the food industry, and to ensure safe and fair working conditions, humane treatment of animals, and careful…

Arts & Culture
6
Trees for Houston

Plant, protect and promote trees all over the greater Houston area.

—
7
Food Connects

To cultivate healthy farm and food connections in classrooms, cafeterias, and communities.

Food & Nutrition
8
Eastern National

Eastern national promotes the public's understanding and support of america's national parks and other public trust partners by providing quality educational experiences, products and services.

Recreation & Sports
9
Feeding Texas

To lead a unified effort for a hunger-free texas.

Community Improvement
10
Houston Botanic Garden

To enrich life through discovery, education, and the conservation of plants and the natural environment.

Environment
11
Foodcorps Inc

Together with communities, foodcorps serves to connect kids to healthy food in schools.

Food & Nutrition
12
Animal Agriculture Alliance

The animal agriculture alliance is a nonprofit organization that helps bridge the communication gap between farm and fork. we connect food industry stakeholders, engage food chain influencers and promote consumer choice by helping key…

Food & Nutrition
How this is measured
The grantee most central to the portfolio’s shape is Lake Forest Open Lands Association; the most unlike its peers is The Roberti Community House. 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

15 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. 15 of the 22 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)
14/15
Grantees still filing
11/15
Grew since first funded

Where the money sits, by cause and then by grantee

CONSCIOUS CAPITALISMINC: $45,000 · OtherCONSCIOUS CAPITALISMINCUNIVERSITY OF TEXAS AT AUSTIN: $35,000 · OtherUNIVERSITY OF TEXAS AT AUSTINHOUSE OF PEACE: $20,500 · OtherHOUSE OF PEACECatholic Charities of the Archdiocese of Chicago: $14,000 · OtherCatholic Charities of the Archdiocese of Chica…ALL STARS PROJECTINC: $10,000 · OtherALL STARS PROJECTINCNORTH TEXAS FOOD BANK: $8,500 · OtherNORTH TEXAS FOOD BANK+5 more: $11,500 · Other+5 moreTHE INSTITUTE FOR CULTURAL EVOLUTION: $60,000 · Social ScienceTHE INSTITUTE FOR C…FEAST Inc: $60,000 · Food & NutritionFEAST IncThe Roberti Community House: $47,500 · Human ServicesThe Roberti Commun…DALLAS CHILDREN'S ADVOCACY CENTER: $5,000 · Human ServicesDALLAS CHILDREN'S …HEROES AND HORSES INC: $3,000 · Human ServicesHEROES AND HORSES …ALL STARS PROJECT INC: $14,475 · Arts & CultureELAWA FARM FOUNDATION: $2,000 · Arts & CultureLAKE FOREST OPEN LANDS ASSOCIATION: $5,000 · EnvironmentLAKE BLUFF OPEN LANDS ASSOCIATION: $2,000 · EnvironmentGREENHILL SCHOOL: $4,000 · EducationAdaptive Adventures: $1,000 · Health
Other$144,500Social Science$60,000Food & Nutrition$60,000Human Services$55,500Arts & Culture$16,475Environment$7,000Education$4,000Health$1,000

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 budgetTHE INSTITUTE FOR CULTURAL EVOLUTION: $60,000 over 3y, 11% of budgetFEAST Inc: $60,000 over 2y, 5.0% of budgetThe Roberti Community House: $47,500 over 5y, 1.6% of budgetALL STARS PROJECT INC: $14,475 over 2y, 0.1% of budgetCatholic Charities of the Archdiocese of Chicago: $14,000 over 2y, 0.0% of budgetNORTH TEXAS FOOD BANK: $8,500 over 3y, 0.0% of budgetLAKE FOREST OPEN LANDS ASSOCIATION: $5,000 over 2y, 0.1% of budgetGREENHILL SCHOOL: $4,000 over 4y, 0.0% of budgetHEROES AND HORSES INC: $3,000 over 1y, 0.1% of budgetELAWA FARM FOUNDATION: $2,000 over 1y, 0.2% of budgetTHE FOOD FOUNDATION: $1,500 over 1y, 0.2% of budgetCHILDCAREGROUP: $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 Chicago Community…National Philanthropi…Charities Aid Foundat…Donor Advised Charita…American Endowment Fo…Morgan Stanley Global…The Bank of America C…American Online Givin…Fidelity Investments …Amazonsmile Foundation
The Chicago Community TrustIL11.7× affinity4 shared granteesties to 9 of 9Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Chicago Community Trust · National Philanthropic Trust · Charities Aid Foundation America · Donor Advised Charitable Giving Inc · American Endowment Foundation · Morgan Stanley Global Impact Funding Trust Inc · The Bank of America Charitable Foundation Inc · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · 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 Stagen Family Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from The Stagen Family Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%4%8%15%funder's share of their income ↑0%19%38%56%75%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get 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 · 0–75%
    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 22 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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    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