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· Private foundation

Warner Charitable Trust Uad 093014 Gerald G Warner Trustee

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$175k
Granted FY2025still arriving
7
Grants FY2025still arriving
4
States reached
$100k
Largest
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 2025.

Education$664kArts & Culture$426kEmployment$330kHealth$51kPhilanthropy$8kReligion$5kPublic Safety & Disaster$3kHousing & Shelter$2k
02FY2025 · 7 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k5 grants · $24k
  • $50k–250k2 grants · $150k
$5,206
Median grant
4
States reached
$3.2M
Total assets

Anchored by a single position: about 96% of reported assets are held in Northwestern Mutual.

Largest grants
RecipientAmount
ARTIS NAPLES$100,162
CULVER EDUCATIONAL FOUNDATION$50,167
YOUTH BUILD OF LAKE COUNTY$9,987
ALEX'S LEMONADE STAND FOUNDATION FOR CHILDHOOD CANCER$5,206
EVANS SCHOLARSHIP FOUNDATION$5,206
LITERACY COUNCIL$3,000
SHADOW WOOD CHARITABLE 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 (FY18–18, $3k) land where the poverty rate runs at 14%, against an area that typically sits at 9%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%AMERICAN RED CROSS: $3k → 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.

Which US states its grants reach

IL
IN
PA
CO
MO
NC
DC
GA
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.

99%of every dollar goes to organizations it has funded before.
$1.5M · 11 repeat orgs$10k to everyone else

Grantees it renews have grown median revenue +45% since the first grant, against +9% for those funded once.

11 repeat relationships: 6 still active in FY2025, 5 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

11
4

Total granted

$1.5M
$9k

Median revenue growth · since first grant

+45%
+9%

Still filing today

73%
25%

New vs renewed · share of each year

In FY2025, 99% of grant dollars renewed an existing relationship; $1k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

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

’17’18’19’20’21’22’23’24’25
EducationArts & CultureEmploymentHealthHuman ServicesPhilanthropyOther
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

  • YL
    YOUTHBUILD LAKE COUNTY INC
    7× · 2019–2025 · $330k · revenue +262%
  • ES
    EVANS SCHOLARS FOUNDATION
    9× · 2017–2025 · $317k · revenue +56%
  • Culver Educational Foundation
    7× · 2018–2025 · $306k · revenue +9%

Funded once

  • SM
    ST MARY OF HILLS CHURCH
    one grant, 2024 · $5k
  • AN
    American National Red Cross & Its Constituent Chapters and Branches
    one grant, 2018 · $3k · revenue +9%
  • CP
    CASTLE PINES SCHOLARSHIP PROGRAM
    one grant, 2020 · $1k
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
John Carroll University

As a jesuit catholic university committed to academic rigor, inclusive excellence, and care for the whole person, john carroll university inspires individuals of intellect and character to learn, lead and serve in the community and…

Education
2
Institute for Advanced Study - Louis Bamberger & Mrs Felix Fuld Foundation

The institute for advanced study (the institute) is one of the world's leading centers for theoretical research and intellectual inquiry. see schedule o.

Science & Tech
3
The Winsor School

Our mission: the winsor school prepares young women to pursue their aspirations and contribute to the world.

Education
4
The Board of Trustees of the Leland Stanford Junior University

Stanford university is one of a select group of american universities that have achieved eminence in both undergraduate and graduate education and research - cont'd sch o.

Education
5
The Trustees of the Smith College

Smith college educates women of promise for lives of distinction and purpose. a college of and for the world, smith college links the power of the liberal arts to excellence in research and scholarship, developing leaders for society's…

Education
6
Phillips Exeter Academy

Unite goodness and knowledge and inspire youth from every quarter to lead purposeful lives. [text in quotations is taken from the academy's deed of gift, drafted in 1781] knowledge and goodness "above all, it is expected that the attention…

Education
7
The American College of Trust and Estate Counsel

Enhance the ability of actec members to provide the most efficient and highest quality services to their clients; develop qualified trust and estate counselors; improve and reform probate, trust and tax laws, procedures, and standards of…

Community Improvement
8
Columbia College Chicago

The organization's mission is to educate students for creative occupations in diverse fields of arts and media.

Education
9
Alexander Dawson Foundation

The mission of the alexander dawson foundation is to establish, operate and maintain an educational organization that will provide students with the highest quality education, nurture future leaders, prepare young adults to excel in…

Education
10
Hillsdale College

Hillsdale college is a private liberal arts college with approximately 1,500 students. founded in 1844, the college remains, in the words of its articles of association, "grateful to god for the inestimable blessings resulting from the…

Education
11
Case Western Reserve University

Case Western Reserve University is an independent, research-oriented university with broadly based strengths in health, including medicine, nursing and dentistry; in engineering; in the arts and sciences; and in law, management and social…

Education
12
The Trustees of Grinnell College

To educate students in the liberal arts through free inquiry and the open exchange of ideas.when grinnell college framed its charter in the iowa territory of the united states in 1846, it set forth a mission to educate its students "for…

Education
How this is measured
The grantee most central to the portfolio’s shape is Collier Community Foundation Inc; the most unlike its peers is Artis-Naples 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 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. 11 of the 17 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)
2
Early backer (in before they grew)
11/11
Grantees still filing
9/11
Grew since first funded

Where the money sits, by cause and then by grantee

EVANS SCHOLARS FOUNDATION: $317,216 · EducationEVANS SCHOLARS FOUNDATIONCulver Educational Foundation: $306,070 · EducationCulver Educational Foundation+2 more: $16,000 · EducationARTIS-NAPLES INC: $418,396 · Arts & CultureARTIS-NAPLES INCYOUTHBUILD LAKE COUNTY INC: $330,204 · EmploymentYOUTHBUILD LAKE COUNTY IN…ALEXS LEMONADE STAND FOUNDATION: $44,381 · OtherLITERACY COUNCIL: $31,000 · OtherROYAL POINCIANA COMMUNITY FOUNDATION OF COLLIER COUNTY: $6,000 · OtherST MARY OF HILLS CHURCH: $5,000 · Other+4 more: $4,000 · OtherANGELMAN SYNDROME FOUNDATION INC: $7,000 · HealthAmerican National Red Cross & Its Constituent Chapters and Branches: $2,500 · Human ServicesSHADOW WOOD CHARITABLE FOUNDATION INC: $1,000 · Philanthropy
Education$639,286Arts & Culture$418,396Employment$330,204Other$90,381Health$7,000Human Services$2,500Philanthropy$1,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$10M$100Mgrantee revenue →↑ funder's share of their budgetARTIS-NAPLES INC: $418,396 over 7y, 0.3% of budgetYOUTHBUILD LAKE COUNTY INC: $330,204 over 7y, 7.3% of budgetEVANS SCHOLARS FOUNDATION: $317,216 over 9y, 0.1% of budgetCulver Educational Foundation: $306,070 over 7y, 0.1% of budgetALEXS LEMONADE STAND FOUNDATION: $44,381 over 8y, 0.0% of budgetGrace Classical Academy: $8,500 over 3y, 0.6% of budgetTHE ART INSTITUTE OF CHICAGO: $7,500 over 3y, 0.0% of budgetANGELMAN SYNDROME FOUNDATION INC: $7,000 over 5y, 0.1% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches: $2,500 over 1y, 0.0% of budgetCOLLIER COMMUNITY FOUNDATION INC: $1,000 over 1y, 0.0% of budgetSHADOW WOOD CHARITABLE FOUNDATION INC: $1,000 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.

  • Who funds ARTIS-NAPLES INC ↗
  • Who funds YOUTHBUILD LAKE COUNTY INC ↗
  • Who funds EVANS SCHOLARS FOUNDATION ↗
  • Who funds Culver Educational Foundation ↗
  • Who funds ALEXS LEMONADE STAND FOUNDATION ↗
  • Who funds Grace Classical Academy ↗
  • Who funds THE ART INSTITUTE OF CHICAGO ↗
  • Who funds ANGELMAN SYNDROME FOUNDATION INC ↗
  • Who funds American National Red Cross & Its Constituent Chapters and Branches ↗
  • Who funds COLLIER COMMUNITY FOUNDATION INC ↗
  • Who funds SHADOW WOOD CHARITABLE FOUNDATION INC ↗

How much its grantees rely on government

Each dot is one organization Warner Charitable Trust Uad 093014 Gerald G Warner Trustee funds: left to right is the share of its income from government, bottom to top the share from Warner Charitable Trust Uad 093014 Gerald G Warner Trustee. Bigger dots raise more.

2025
’20’21’22’23’24’25
no gov · 10%1%3%6%10%funder's share of their income ↑0%23%45%68%90%share of the org’s income from government →
    no gov moneyreceives it· size = income
    1get 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 · 0–90%
    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 17 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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