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· Private foundation

The Virginia and Warren Schwerin Family Foundation Inc

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.

$160k
Granted FY2024still arriving
4
Grants FY2024still arriving
2
States reached
$100k
Largest
01What it funds
0192% classified

What it funded, over time

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

Education$1.1MHealth$492kHousing & Shelter$227kAnimals$115kHuman Services$86kArts & Culture$75kEnvironment$60kPhilanthropy$51kOther$0
02FY2024 · 4 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • $10k–50k3 grants · $60k
  • $50k–250k1 grant · $100k
$35,000
Median grant
2
States reached
$1.4M
Total assets
Largest grants
RecipientAmount
THE LEARNING ALLIANCE$100,000
CENTER FOR HEARING AND COMMUNICATION$35,000
THRIVING FAMILIES$15,000
JOHNS ISLAND COMMUNITY SERVICES$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 (FY20–23, $210k) land where the poverty rate runs at 11%, against an area that typically sits at 10%. 98% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%PATHWAYS INC: $5k → 13%FOUNDATION 1023: $5k → 7%THE HOPE FOR FAMILIES CENTER: $200k → 12%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

WI
NY
MA
PA
CT
CO
DC
HI
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.

67%of every dollar goes to organizations it has funded before.
$1.6M · 4 repeat orgs$773k to everyone else

Grantees it renews have grown median revenue +31% since the first grant, against +15% for those funded once.

4 repeat relationships: 2 still active in FY2024, 2 since wound down; 2 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

4
29

Total granted

$1.6M
$748k

Median revenue growth · since first grant

+31%
+15%

Still filing today

75%
66%

New vs renewed · share of each year

In FY2024, 84% of grant dollars renewed an existing relationship; $25k 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
EducationEnvironmentHuman ServicesArts & CultureHealthHousing & ShelterOther
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

  • TL
    THE LEARNING ALLIANCE INC
    8× · 2017–2024 · $1.1M · revenue +126%
  • CF
    CENTER FOR HEARING AND COMMUNICATION
    6× · 2017–2024 · $460k · revenue +31%
  • TF
    THRIVING FAMILY
    2× · 2019–2020 · $40k

Funded once

  • TH
    THE HOPE FOR FAMILIES CENTER INC
    one grant, 2023 · $200k · revenue -32%
  • HS
    HUMANE SOCIETY
    one grant, 2021 · $100k
  • IG
    Individual grant recipient
    one grant, 2019 · $50k
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
Rural Health Care Inc

To provide comprehensive primary health care and preventative health services to underserved communities. to serve individuals regardless of their ability to pay.

Health
2
Regional West Health Services

Health care services for the people of western nebraska and eastern wyoming.

Health
3
Community Health Center of Richmond Inc

The organization's mission is to sustain a vibrant, healthy and strong community through affordable, culturally competent, quality primary health care.

Health
4
Ronald McDonald House Charities of Greater Charlotte Inc

Ronald McDonald House Charities of Greater Charlotte (RMHC of GC) provides essential services that remove barriers, strengthen families, and promote healing when children need healthcare. Charlotte is recognized as a leading destination…

Human Services
5
Neighborhealth Corporation

Neighborhealth's mission is to promote and sustain healthy communities, families, and individuals by providing accessible, person-centered, and compassionate, high-quality health care services to all who live and work in our service area,…

Health
6
Interior Community Health Center

Our mission is to provide universal access to excellent primary health care for patients of all ages, stages of life, and backgrounds.

Health
7
Gallup Community Health

Gallup community health's mission is to provide excellent and accessible medical care to our community, regardless of ability to pay.

Health
8
Florida Community Health Centers Inc

Florida community health centers, inc. (fchc) is a federally qualified health center serving medically needy populations in south florida, with an emphasis on serving rural and farm worker communities.

—
9
Colorado Coalition for the Homeless

The mission of the colorado coalition for the homeless is to work collaboratively toward the prevention of homelessness and the creation of lasting solutions for families, children, and individuals who are experiencing or at-risk of…

Human Services
10
Healthcare Access Maryland Inc

We are making maryland healthier by connecting residents to insurance and care, educating the community about healthier living, and advocating a more equitable health care system.

Health
11
Berks Community Health Center

Berks community health center provides exceptional family-centered primary and preventive healthcare for all residents of berks county, regardless of economic status.

Health
12
Marrakech Inc

Provides person-centered and inclusive services to children and adults with and without disabilities that includes securing employment, connecting to necessary supportive services, accessing housing and participating fully as contributing…

Employment
How this is measured
The grantee most central to the portfolio’s shape is The Hope for Families Center Inc; the most unlike its peers is Alano 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

24 grantees tracked through their own filings, 2017–2026.

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 2026, not grant rows in a single year, so this will not match the grant count on the cover. 24 of the 36 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)
23/24
Grantees still filing
15/24
Grew since first funded

Where the money sits, by cause and then by grantee

THE LEARNING ALLIANCE INC: $1,050,000 · EducationTHE LEARNING ALLIANCE INC+2 more: $60,000 · Education+2 moreCENTER FOR HEARING AND COMMUNICATION: $460,000 · OtherCENTER FOR HEARING AND COMMUNICATIONHUMANE SOCIETY: $100,000 · OtherHUMANE SOCIETYIndividual grant recipient: $50,000 · OtherIndividual grant recipientTHRIVING FAMILY: $40,000 · Other+17 more: $193,500 · Other+17 moreTHE HOPE FOR FAMILIES CENTER INC: $200,000 · Human ServicesTHE HOPE F…+2 more: $10,000 · Human ServicesVERO BEACH MUSEUM OF ART INC: $50,000 · Arts & CultureATLANTIC CLASSICAL ORCHESTRA INC: $25,000 · Arts & CultureMCKEE BOTANICAL GARDEN INC: $50,000 · EnvironmentWestchester Land Trust Inc: $5,000 · EnvironmentTHE RESOURCE EXCHANGE: $5,000 · EnvironmentRHINELANDER COMMUNITY FOUNDATION INC: $25,000 · Community ImprovementPROJECT ANGEL HEART: $20,000 · Community ImprovementWHOLE FAMILY HEALTH CENTER INC: $25,000 · HealthKAUAI COMMUNITY HEALTH ALLIANCE: $5,000 · Health
Education$1,110,000Other$843,500Human Services$210,000Arts & Culture$75,000Environment$60,000Community Improvement$45,000Health$30,000

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 LEARNING ALLIANCE INC: $1,050,000 over 8y, 8.5% of budgetCENTER FOR HEARING AND COMMUNICATION: $460,000 over 6y, 3.0% of budgetTHE HOPE FOR FAMILIES CENTER INC: $200,000 over 1y, 4.7% of budgetVERO BEACH MUSEUM OF ART INC: $50,000 over 1y, 0.8% of budgetBUCKLEY COUNTRY DAY SCHOOL: $30,000 over 1y, 0.2% of budgetTHE BERKSHIRE SCHOOL INC: $30,000 over 1y, 0.1% of budgetINDYGIVE DBA Give Pikes Peak: $26,000 over 2y, 0.5% of budgetWHOLE FAMILY HEALTH CENTER INC: $25,000 over 1y, 0.1% of budgetRHINELANDER COMMUNITY FOUNDATION INC: $25,000 over 1y, 8.9% of budgetATLANTIC CLASSICAL ORCHESTRA INC: $25,000 over 1y, 2.4% of budgetMETRO CARING: $20,000 over 1y, 0.2% of budgetPROJECT ANGEL HEART: $20,000 over 1y, 0.4% of budgetInternational Rescue Committee INC: $15,000 over 1y, 0.0% of budgetNORTH SHORE ANIMAL LEAGUE AMERICA INC: $15,000 over 1y, 0.0% of budgetASCENDING TO HEALTH RESPITE CARE INC: $10,000 over 1y, 1.2% of budgetHUNGER FREE COLORADO: $8,000 over 1y, 0.3% of budgetPartners in Housing Inc: $8,000 over 1y, 0.4% of budgetKAUAI COMMUNITY HEALTH ALLIANCE: $5,000 over 1y, 0.4% of budgetPATHWAYS INC: $5,000 over 1y, 0.0% of budgetWestchester Land Trust Inc: $5,000 over 1y, 0.1% of budgetTHE RESOURCE EXCHANGE: $5,000 over 1y, 2.9% of budgetALANO HOUSE: $500 over 1y, 0.1% 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.

Morgan Stanley Global Impact Funding Trust IncIN7.2× affinity4 shared granteesties to 7 of 7Hover any node to trace its alignments.Compare side by side →

Open a dossier: Morgan Stanley Global Impact Funding Trust Inc · The Bank of America Charitable Foundation Inc · National Philanthropic Trust · Vanguard Charitable Endowment Program · American Online Giving Foundation Inc · Donor Advised Charitable Giving 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 Virginia and Warren Schwerin Family Foundation Inc funds: left to right is the share of its income from government, bottom to top the share from The Virginia and Warren Schwerin Family Foundation Inc. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 20%1%3%6%10%funder's share of their income ↑0%10%20%30%40%share of the org’s income from government →median 0%
  • The Learning Alliance Inc: 0% of income from government
  • Whole Family Health Center Inc: 0% of income from government
no gov moneyreceives it· size = income
2get no government money at all
13report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–40%
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 Virginia and Warren Schwerin Family Foundation Inc?

Find your warmest path to The Virginia and Warren Schwerin Family Foundation Inc 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 36 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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