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· Private foundation

The Wikstrom Foundation Tr Ua

Its FY2025 filing reports that it accepted unsolicited grant applications.

$149k
Granted FY2025still arriving
11
Grants FY2025still arriving
3
States reached
$48k
Largest
01What it funds
0196% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2021 to 2025.

Arts & Culture$277kReligion$196kHuman Services$105kEducation$55kPublic Safety & Disaster$20kHealth$10kPublic Benefit$10kPhilanthropy$10kOther$0
02FY2025 · 11 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k4 grants · $20k
  • $10k–50k7 grants · $129k
$10,000
Median grant
3
States reached
$1.8M
Total assets
Largest grants
RecipientAmount
PALM BEACH SYMPHONY SOCIETY INC$47,500
DIOCESE OF PALM BEACH$26,250
LE MOYNE COLLEGE$15,000
FRANCIS HOUSE$10,000
ST MARY'S OF THE LAKE CHURCH$10,000
ST EDWARDS CATHOLIC CHURCH$10,000
SKANEATELES FESTIVAL INC$10,000
LAKER TRANSPORTATION PROJECT INC$5,000
ANNUAL FUND FOR WALKER$5,000
Individual grant recipient$5,000
SKANEATELES VOLUNTEER FIRE DEPT$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 (FY21–25, $75k) land where the poverty rate runs at 14%, 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%LAKER TRANSPORTATION PROJECT INC: $10k → 14%LAKER TRANSPORTATION PROJECT INC: $5k → 14%LAKER TRANSPORTATION PROJECT INC: $5k → 14%LAKER TRANSPORTATION PROJECT INC: $5k → 14%FRANCIS HOUSE: $10k → 14%FRANCIS HOUSE: $10k → 14%FRANCIS HOUSE: $10k → 14%FRANCIS HOUSE: $10k → 14%FRANCIS HOUSE: $10k → 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.

93%of every dollar goes to organizations it has funded before.
$642k · 14 repeat orgs$50k to everyone else

14 repeat relationships: 10 still active in FY2025, 4 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

14
4

Total granted

$642k
$45k

Median revenue growth · since first grant

+28%
+53%

Still filing today

50%
25%

New vs renewed · share of each year

In FY2025, 97% of grant dollars renewed an existing relationship; $5k went to new ones.

50%100%’21’22’23’24’25
RenewedFirst-time

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

’21’22’23’24’25
Arts & CultureHuman ServicesEducationCrime & LegalPublic BenefitPublic Safety & DisasterOther
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

  • TP
    THE PALM BEACH SYMPHONY SOCIETY INC
    5× · 2021–2025 · $167k · revenue +132%
  • LM
    Le Moyne College
    4× · 2021–2025 · $55k · revenue +4%
  • PB
    PALM BEACH OPERA INC
    3× · 2021–2024 · $30k · revenue +129%

Funded once

  • CC
    CATHOLIC CHARITIES OF PALM BEACH DIOCESE
    one grant, 2023 · $20k
  • PB
    PALM BEACH ROUND TABLEgraduated
    one grant, 2021 · $10k · revenue +53%
  • JD
    JOHN D BARROW ART GALLERY
    one grant, 2022 · $10k
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
Peconic Public Broadcasting

Peconic Public Broadcasting is a public FM radio station located in Southampton, New York. The station services Long Island and coastal Connecticut and offers listeners both national and local programs.

—
2
Binghamton Philharmonic Inc

The mission of the Binghamton Philharmonic is building community through the power of live music.

Arts & Culture
3
Skaneateles Ambulance

Providers of volunteer medical services and related training to the community of skaneateles and the surrounding areas. this organization has been providing life support services to the community for over 45 years.

—
4
The Lake Placid Sinfonietta Inc

The lake placid sinfonietta, the adirondacks orchestra of world class musicians, unleashes the power of music to entertain, educate and inspire people of all ages.

—
5
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
6
Long Bay Symphonic Society Ltd

To provide the highest quality musical performances and programs that educate and entertain while enhancing the cultural environment of the region.

—
7
Palm Beach County Police Benevolent Association Inc

To promote professionalism in law enforcement. to provide labor & collective bargaining services, legal assistance, education, legistlative representation and death and disability benefits to palm beach county police officers.

—
8
The Palmetto Opera

To raise awareness of opera and fine arts in sc.

Arts & Culture
9
Florence Symphony Orchestra

The florence symphony orchestra's mission is to perform a broad range of orchestral music including appropriate genres of classical, american traditional and popular music, and to engage, educate and enrich our audiences of all ages.

Arts & Culture
10
Lexington Philharmonic Society Inc

To foster excellence and innovation in performances and presentation of great music; to enrich the lives of our diverse citizenry; to educate current and future audiences and to bring distinction to our community through the orchestra's…

Arts & Culture
11
Florida West Coast Symphony Inc dba Sarasota Orchestra

The mission of the Sarasota Orchestra is to engage, educate and enrich our community through high quality live musical experiences. Sarasota Orchestra is committed to engaging our community with the highest standards in performing and…

Arts & Culture
12
Bridgehampton Chamber Music Associates Inc

The general purpose of the organization is to promote chamber music concerts to the general public.

Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is The Palm Beach Symphony Society Inc; the most unlike its peers is Laker Transportation Project Inc. 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

9 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. 9 of the 19 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)
4
Early backer (in before they grew)
9/9
Grantees still filing
6/9
Grew since first funded

Where the money sits, by cause and then by grantee

THE PALM BEACH SYMPHONY SOCIETY INC: $166,500 · Arts & CultureTHE PALM BEACH SYMPHONY SOCIETY INCSKANEATELES FESTIVAL INC: $70,000 · Arts & CultureSKANEATELES FESTIVAL INCPALM BEACH OPERA INC: $30,000 · Arts & CulturePALM BEACH OPERA INCDIOCESE OF PALM BEACH: $125,820 · OtherDIOCESE OF PALM BEACHST EDWARDS CATHOLIC CHURCH: $42,500 · OtherST EDWARDS CATHOLIC CHURCHST MARY'S OF THE LAKE CHURCH: $22,500 · OtherST MARY'S OF THE LAKE CHURCHCATHOLIC CHARITIES OF PALM BEACH DIOCESE: $20,000 · OtherCATHOLIC CHARITIES OF PALM BEACH DIOCESECATHOLIC CHARITIES OF THE DIOCESE: $10,000 · OtherANNUAL FUND FOR WALKER: $10,000 · OtherJOHN D BARROW ART GALLERY: $10,000 · OtherIndividual grant recipient: $10,000 · OtherREHAB CNTR FOR CHILDREN & ADULTS: $10,000 · Other+1 more: $5,000 · OtherFRANCIS HOUSE INC: $50,000 · Human ServicesFRANCIS HOUS…LAKER TRANSPORTATION PROJECT INC: $25,000 · Human ServicesLAKER TRANSP…Le Moyne College: $55,000 · EducationLe Moyne …The Palm Beach Police and Fire Foundation Inc: $15,000 · Crime & LegalPALM BEACH ROUND TABLE: $10,000 · Public BenefitSKANEATELES VOLUNTEER FIRE DEPARTME: $5,000 · Public Safety & Disaster
Arts & Culture$266,500Other$265,820Human Services$75,000Education$55,000Crime & Legal$15,000Public Benefit$10,000Public Safety & Disaster$5,000

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 PALM BEACH SYMPHONY SOCIETY INC: $166,500 over 5y, 1.6% of budgetSKANEATELES FESTIVAL INC: $70,000 over 5y, 2.1% of budgetLe Moyne College: $55,000 over 4y, 0.0% of budgetFRANCIS HOUSE INC: $50,000 over 5y, 0.2% of budgetPALM BEACH OPERA INC: $30,000 over 3y, 0.5% of budgetLAKER TRANSPORTATION PROJECT INC: $25,000 over 4y, 4.2% of budgetThe Palm Beach Police and Fire Foundation Inc: $15,000 over 2y, 0.2% of budgetPALM BEACH ROUND TABLE: $10,000 over 1y, 7.6% of budgetSKANEATELES VOLUNTEER FIRE DEPARTME: $5,000 over 1y, 1.3% 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 THE PALM BEACH SYMPHONY SOCIETY INC ↗
  • Who funds SKANEATELES FESTIVAL INC ↗
  • Who funds Le Moyne College ↗
  • Who funds FRANCIS HOUSE INC ↗
  • Who funds PALM BEACH OPERA INC ↗
  • Who funds LAKER TRANSPORTATION PROJECT INC ↗
  • Who funds The Palm Beach Police and Fire Foundation Inc ↗
  • Who funds PALM BEACH ROUND TABLE ↗
  • Who funds SKANEATELES VOLUNTEER FIRE DEPARTME ↗

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 set of overlaps that mostly run through this funder rather than between each other.

Fidelity Investments Charitable Gift FundMA5.3× affinity4 shared granteesties to 0 of 0Hover any node to trace its alignments.Compare side by side →

Open a dossier: Fidelity Investments Charitable Gift Fund

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 Wikstrom Foundation Tr Ua funds: left to right is the share of its income from government, bottom to top the share from The Wikstrom Foundation Tr Ua. 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%3%5%8%10%share of the org’s income from government →median 0%
  • The Palm Beach Symphony Society Inc: 0% of income from government
no gov moneyreceives it· size = income
2get no government money at all
2report 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.

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 19 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

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