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· Private foundation

The William a Schmidt & Carolyn B Schmidt Charitable Foundation

$2k
Granted FY2021
7
Grants FY2021
2
States reached
$1k
Largest
01What you fund
01

What you funded, over time

By grantee IRS cause code (NTEE).

A cause breakdown isn’t shown here: 62% of THE WILLIAM A SCHMIDT & CAROLYN B SCHMIDT CHARITABLE FOUNDATION’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.

02FY2021 · 7 grants

Where the money goes

Your grants by size, and where they go.

$200
Median grant
2
States reached
$3k
Total assets
Largest grants
RecipientAmount
GIVING PLATE FOOD RELIEF$1,000
HEART AND SOUL SANCTUARY$600
CENTRAL OREGON VETS RANCH$200
CENTRAL OREGON VETERANS OUTREACH$200
SHEPARDS HOUSE MINISTRIES$100
ONE WORLD PROJECT$100
HEART OF OREGON CORPS$100
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Dollar for dollar, your grants (FY17–21) land where the poverty rate runs at 11%, against an area that typically sits at 9%. 100% of your dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 9%HABITAT FOR HUMANITY: $2k → 10%GALLUP NYC: $1k → 20%NDI NEW MEXICO: $10k → 12%KIDS CENTER: $5k → 10%OPB: $25 → 12%LATIN AMERICAN EDUC FOUNDATION: $500 → 12%HABITAT FOR HUMANITY: $1k → 10%HEART & SOUL ANIMAL SANCTUARY: $5k → 12%CASCADE CHORALE: $3k → 10%ONE WORLD PROJECT: $100 → 12%HABITAT FOR HUMANITY: $1k → 10%HEART SOUL ANIMAL SANCTUARY: $1k → 12%CENTRAL OREGON VETERANS RANCH: $2k → 10%HEART AND SOUL SANCTUARY: $600 → 12%CENTRAL OREGON VETS RANCH: $200 → 10%MUSEUM OF NM FOUNDATION: $500 → 12%HIGH DESERT MUSEUM: $2k → 10%HEART OF OREGON CORPS: $1k → 10%OPERA BEND: $1k → 10%TOWER THEATRE FOUNDATION: $1k → 10%OPERA BEND: $500 → 10%HEART OF OREGON CORPS: $100 → 10%GIVING PLATE FOOD RELIEF: $1k → 10%CENTRAL OREGON VETERANS OUTREACH: $200 → 10%ASSISTANCE LEAGUE OF BEND: $100 → 10%HUMANE SOCIETY OF CENTRAL OR: $100 → 10%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

68%of every dollar goes to organizations you’ve funded before.
$38k · 6 repeat orgs$18k to everyone else

6 repeat relationships — 1 still active in FY2021, 5 since wound down; 6 grantees were first funded in FY2021 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

6
12

Total granted

$38k
$15k

Median revenue growth · since first grant

+61%
+70%

Still filing today

50%
50%

New vs renewed · share of each year

In FY2021, 4% of grant dollars renewed an existing relationship; $2k went to new ones.

50%100%’17’19’20’21
RenewedFirst-time

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

’17’19’20’21
AnimalsArts & CultureHousing & ShelterRecreation & SportsCrime & LegalEmploymentOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). 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

  • TH
    THE HEART AND SOUL ANIMAL SANCTUARY
    2× · 2017–2020 · $6k · revenue +57%
  • FS
    FIRST SERVE-NM INC
    2× · 2017–2020 · $6k · revenue ×24
  • HO
    HEART OF OREGON CORPS INC
    2× · 2019–2021 · $1k · revenue +61%

Funded once

  • KIDS INTERVENTION AND DIAGNOSTIC SERVICE CENTERgraduated
    one grant, 2017 · $5k · revenue +70%
  • IG
    Individual grant recipient
    one grant, 2019 · $3k
  • HIGH DESERT MUSEUMgraduated
    one grant, 2017 · $2k · revenue +274%

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Oregon Humane Society

The oregon humane society ("ohs") is a private animal welfare organization, founded in 1868 and incorporated in 1880, whose mission is to create a more humane society with the vision of a world where all animals are treated with…

Animals
2
Herding Dog Rescue of Central Oregon

Our mission is to help herding dogs who are abandoned, neglected and abused or simply in the wrong home into a loving appropriate home.

Animals
3
Oregon Horse Rescue
Youth Development
4
Brightside Animal Center

Brightside animal center is a high-save shelter dedicated to providing sheltering, placement, and prevention services to reduce animal homelessness and unnecessary euthanasia.

Animals
5
Columbia Humane Society

To assist the community in the successful rehoming (and training) of adoptable animals.

Animals
6
Little Critter Crew

To help homeless small animals in the state of Oregon by providing adequate shelter and veterinary care.

Animals
7
Central Oregon Animal Friends Home At Last Humane Society

Central Oregon Animal Friends is committed to promoting healthy, safe and lifelong relationships between people and their pets through sustainable programs of education, adoption and spay/neutering. We will endeavor to fight for the abused…

8
Rogue Valley Humane Society

The Rogue Valley Humane Society provides compassionate care for stray unwanted displaced and abandoned animals and works toward ending pet overpopulation so that there will be no more homeless pets. We are committed to placing every…

Animals
9
Oregon Friends of Shelter Animals

Rescue, rehabilitate and rehome companion animals

Animals
10
Central Oregon Villages

Central oregon villages mission is to advocate for and provide safe and secure shelter, housing and related services in central oreogn for the unhoused populations or at risk of becoming unhoused.

Housing & Shelter
11
Hearts With a Mission

To serve homeless and at-risk youth by providing shelter, education, mentoring and transition planning, and elder companion care all with a faith-based approach in jackson, josephine, douglas, coos, lincoln, and klamath counties, oregon.

Human Services
12
Partners in Care

Partners in care is an integrated and comprehensive end of life services organization servicing the central oregon region with home health care; in-home hospice care; in-patient hospice care in partners in care hospice house; and…

Human Services

For reference, the grantee most central to the portfolio’s shape is Central Oregon Veterans Ranch and the most unlike its peers is First Serve-Nm 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

11 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 11 of the 24 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
8
Early backer (in before they grew)
11/11
Grantees still filing
10/11
Grew since you first funded

Where your money sits — by cause, then by grantee

NDI-NEW MEXICO — $20,250 · OtherNDI-NEW MEXICOHABITAT FOR HUMANITY — $4,000 · OtherHABITAT FOR HUMANITYIndividual grant recipient — $3,000 · OtherIndividual grant recipientCENTRAL OREGON VETERANS RANCH — $2,000 · OtherCENTRAL OREGON VETERANS RANCHOPERA BEND — $1,500 · Other+10 more — $4,053 · Other+10 moreTHE HEART AND SOUL ANIMAL SANCTUARY — $6,000 · AnimalsTHE HEART AN…+1 more — $100 · AnimalsFIRST SERVE-NM INC — $5,500 · Recreation & SportsFIRST SERVE…KIDS INTERVENTION AND DIAGNOSTIC SERVICE CENTER — $5,000 · Crime & LegalKIDS INTER…HIGH DESERT MUSEUM — $2,200 · Arts & CultureTOWER THEATRE FOUNDATION INC — $1,000 · Arts & CultureHEART OF OREGON CORPS INC — $1,100 · EmploymentCENTRAL OREGON VETERAN & COMMUNITY OUTREACH INC — $200 · Housing & ShelterSHEPHERD'S HOUSE MINISTRIES — $100 · Housing & Shelter
Other$34,803Animals$6,100Recreation & Sports$5,500Crime & Legal$5,000Arts & Culture$3,200Employment$1,100Housing & Shelter$300

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10Mgrantee revenue →↑ your share of their budgetTHE HEART AND SOUL ANIMAL SANCTUARY — $6,000 over 2y, 1.4% of budgetFIRST SERVE-NM INC — $5,500 over 2y, 1.2% of budgetHIGH DESERT MUSEUM — $2,200 over 1y, 0.1% of budgetCENTRAL OREGON VETERANS RANCH — $2,000 over 1y, 0.9% of budgetHEART OF OREGON CORPS INC — $1,100 over 2y, 0.0% of budgetTOWER THEATRE FOUNDATION INC — $1,000 over 1y, 0.1% of budgetCENTRAL OREGON VETERAN & COMMUNITY OUTREACH INC — $200 over 1y, 0.0% of budgetSHEPHERD'S HOUSE MINISTRIES — $100 over 1y, 0.0% of budgetASSISTANCE LEAGUE OF BEND — $100 over 1y, 0.0% of budgetHUMANE SOCIETY OF CENTRAL OREGON — $100 over 1y, 0.0% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

First Interstate BancSystem Foundation IncMT20.9× affinity8 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: First Interstate BancSystem Foundation Inc · The Oregon Community Foundation · United Way of Deschutes County · St Charles Health System Inc · The Autzen Foundation · Michael J & Adele M Tennant Charitable · Bend Foundation · The Anjulicia Foundation · The Douglas and Gloria Rumberger Foundation · Barbara Emily Knudson Foundation · Braemar Charitable Trust · Maybelle Clark Macdonald Fund

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization The William a Schmidt & Carolyn B Schmidt Charitable Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.

2024
202122232425
no gov · 20%0%1%3%5%your share of their income ↑0%23%45%68%90%share of the org’s income from governmentmedian 28%
  • Central Oregon Veteran & Community Outreach Inc51% of income from government
  • Central Oregon Veterans Ranch45% of income from government
  • Heart of Oregon Corps Inc28% of income from government
  • High Desert Museum11% of income from government
  • Tower Theatre Foundation Inc8% 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)
1rely on government for over half their income
⤢ axis zoomed · 0–90%
typical government reliance, FY2025

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 your grant caused the public funding. Coverage is precision-first — a floor, not 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 12–24 months.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 24 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your 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. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2021, released 2021. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

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