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· Private foundation

Wavering Family Charitable Foundation

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.

$760k
Granted FY2024still arriving
12
Grants FY2024still arriving
3
States reached
$401k
Largest
01What it funds
0197% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2024.

Environment$1.7MHuman Services$1.2MHousing & Shelter$500kArts & Culture$414kPhilanthropy$408kHealth$124kEducation$105kPublic Safety & Disaster$103kOther$0
02FY2024 · 12 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k6 grants · $30k
  • $10k–50k3 grants · $112k
  • $50k–250k2 grants · $217k
  • $250k+1 grant · $401k
$20,000
Median grant
3
States reached
$10M
Total assets
Largest grants
RecipientAmount
EVERGLADES FOUNDATION$401,000
CAPTAINS FOR CLEAN WATER$130,000
NAPLES HISTORICAL SOCIETY$86,500
NAPLES BOTANICAL GARDEN$47,300
COMMUNITY SCHOOL OF NAPLES$45,000
HOLOCAUST MUSEUM$20,000
NORTH SHORE COUNTRY CLUB FOUNDATION INC$5,100
NAPLES YACHT CLUB BLUE GAVEL SCHOLARSHIP FUND$5,000
NEIGHBORHOOD HEALTH CLINIC$5,000
SHELTER FOR ABUSED WOMEN & CHILDREN$5,000
NORTHWOODS LIVING CARE FOUNDATION$5,000
YOUTH HAVEN$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 (FY21–24, $30k) land where the poverty rate runs at 10%, against an area that typically sits at 12%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 12%SHELTER FOR ABUSED WOMEN & CHILDREN: $20k → 10%SHELTER FOR ABUSED WOMEN & CHILDREN: $5k → 10%YOUTH HAVEN: $5k → 10%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.
04

Where the work is directed

The same grants placed two ways: where each recipient sits, and where its stated purpose sends the money.

About 17% of Wavering Family Charitable Foundation’s grant dollars are earmarked for a different county than the recipient’s own address.

Wavering Family Charitable Foundationlessmore of its giving
Placed by recipient address
How this is measured
Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

97%of every dollar goes to organizations it has funded before.
$4.1M · 15 repeat orgs$107k to everyone else

Grantees it renews have grown median revenue +101% since the first grant, against +73% for those funded once.

15 repeat relationships: 7 still active in FY2024, 8 since wound down; 5 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

15
4

Total granted

$4.1M
$67k

Median revenue growth · since first grant

+101%
+73%

Still filing today

67%
25%

New vs renewed · share of each year

In FY2024, 95% of grant dollars renewed an existing relationship; $40k went to new ones.

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

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

’19’20’21’22’23’24
EnvironmentEducationHuman ServicesHousing & ShelterHealthArts & CultureOther
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

  • THE CONSERVANCY OF SOUTHWEST FLORIDA
    4× · 2019–2023 · $733k · revenue +82%
  • THE EVERGLADES FOUNDATION INC
    6× · 2019–2024 · $545k · revenue +226%
  • SM
    ST MATTHEWS HOUSE INC
    2× · 2019–2020 · $500k · revenue +321%

Funded once

  • NU
    NAPLES UNITED CHURCH OF CHRIST
    one grant, 2021 · $50k
  • NC
    NAMI Collier County Incgraduated
    one grant, 2019 · $9k · revenue +73%
  • SL
    SMOKY LAKE PRESERVATION ASSOCIATION
    one grant, 2022 · $5k
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
Naples Zoo Inc

Naples zoo is accredited by the american zoo & aquarium association (aza) and has numerous animal exhibits placed on its 45-acre site. (continued on schedule o)each exhibit is unique and designed to simulate typical conditions for the…

Animals
2
Naples Art Association Inc

To enlighten, engage, educate, and enrich the community and to build on naples art's history and position of leadership as a hub of visual arts in southwest florida. we believe art can change lives and improve entire communities. continued…

Arts & Culture
3
Greater Naples Leadership Inc

To educate and inspire a network of service-minded leaders to impact positive change in our community.

Education
4
The Everglades Trust Inc

To preserve america's everglades and florida bay as natural resources.

—
5
Southwest Florida Community Foundation Inc

See schedule ocollaboratory is a community foundation with an evolved mission committed to coordinating the solving of southwest florida's major social problems by 2040. since our founding in 1976, we have been supporting local causes and…

Philanthropy
6
Naples Pathways Coalition Inc

Naples Pathways Coalition is a non-profit advocacy group working for a fully integrated transportation network of sidewalks, bike lanes, and multi-use pathways to be used by cyclists, pedestrians, and other non-motorized users throughout…

Recreation & Sports
7
Naples Community Hospital Inc

Helping everyone live a longer, happier, and healthier life.

Health
8
Greater Naples Chamber of Commerce Inc

"to help make naples the best place in america to work and live." the greater naples chamber of commerce (the chamber) is a non-profit organization providing services to our members and our community. we strive to fulill the needs of our…

—
9
The Coral Reef and Marine Science Foundation Inc C/O James Bildner
—
10
North Florida Medical Centers Inc

To increase access to quality healthcare and improve the overall health of the community.

Health
11
Suncoast Waterkeeper Inc

We unite the suncoast to protect and improve our waters through science-driven actions.

—
12
Naples Area Board of Realtors Association of Real Estate Professionals

Naples area board of realtors and association of real estate professionals, inc. (nabor) provide education, ethics enforcement and arbitration services, contracts and forms, an intranet with real estate business content, social functions,…

—
How this is measured
The grantee most central to the portfolio’s shape is The Shelter for Abused Women & Children Inc; the most unlike its peers is North Shore Country Club Foundation Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
05the 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 25 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)
15/15
Grantees still filing
13/15
Grew since first funded

Where the money sits, by cause and then by grantee

NORTH SHORE COUNTRY DAY: $1,119,000 · OtherNORTH SHORE COUNTRY DAYTHE CONSERVANCY OF SOUTHWEST FLORIDA: $732,747 · OtherTHE CONSERVANCY OF SOUTHWEST FLORIDACOLLIER COMMUNITY FOUNDATION INC: $405,000 · OtherCOLLIER COMMUNITY FOUNDATION INCNAPLES HISTORICAL SOCIETY INC: $293,900 · OtherNAPLES HISTORICAL SOCIETY INCPHELPS FIRE STATION #2: $103,000 · Other+9 more: $138,250 · OtherTHE EVERGLADES FOUNDATION INC: $545,150 · EnvironmentTHE EVERGLADES FOUNDATI…CAPTAINS FOR CLEAN WATER INC: $260,000 · EnvironmentCAPTAINS FOR CLEAN WATE…NAPLES BOTANICAL GARDEN INC: $166,200 · EnvironmentNAPLES BOTANICAL GARDEN…ST MATTHEWS HOUSE INC: $500,000 · Housing & ShelterST MATTHEWS …COMMUNITY SCHOOL OF NAPLES INC: $95,000 · EducationNORTH SHORE COUNTRY CLUB FOUNDATION INC: $5,100 · EducationNAPLES YACHT CLUB BLUE GAVEL SCHOLARSHIP SCHOLARSHIP FUND: $5,000 · EducationSouthwest Florida Music Education Center Inc: $100,000 · Arts & CultureNEIGHBORHOOD HEALTH CLINIC INC: $99,000 · HealthTHE SHELTER FOR ABUSED WOMEN & CHILDREN INC: $25,000 · Human ServicesYOUTH HAVEN INC: $5,000 · Human Services
Other$2,791,897Environment$971,350Housing & Shelter$500,000Education$105,100Arts & Culture$100,000Health$99,000Human Services$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 CONSERVANCY OF SOUTHWEST FLORIDA: $732,747 over 4y, 2.7% of budgetTHE EVERGLADES FOUNDATION INC: $545,150 over 6y, 2.3% of budgetST MATTHEWS HOUSE INC: $500,000 over 2y, 2.3% of budgetCOLLIER COMMUNITY FOUNDATION INC: $405,000 over 2y, 0.6% of budgetNAPLES HISTORICAL SOCIETY INC: $293,900 over 6y, 8.8% of budgetCAPTAINS FOR CLEAN WATER INC: $260,000 over 6y, 5.2% of budgetNAPLES BOTANICAL GARDEN INC: $166,200 over 6y, 0.2% of budgetSouthwest Florida Music Education Center Inc: $100,000 over 2y, 9.2% of budgetNEIGHBORHOOD HEALTH CLINIC INC: $99,000 over 6y, 0.8% of budgetCOMMUNITY SCHOOL OF NAPLES INC: $95,000 over 2y, 0.2% of budgetTHE SHELTER FOR ABUSED WOMEN & CHILDREN INC: $25,000 over 2y, 0.1% of budgetNORTH SHORE COUNTRY CLUB FOUNDATION INC: $5,100 over 1y, 1.4% of budgetYOUTH HAVEN INC: $5,000 over 1y, 0.1% of budgetNAPLES YACHT CLUB BLUE GAVEL SCHOLARSHIP SCHOLARSHIP FUND: $5,000 over 1y, 3.3% 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 CONSERVANCY OF SOUTHWEST FLORIDA ↗
  • Who funds THE EVERGLADES FOUNDATION INC ↗
  • Who funds ST MATTHEWS HOUSE INC ↗
  • Who funds COLLIER COMMUNITY FOUNDATION INC ↗
  • Who funds NAPLES HISTORICAL SOCIETY INC ↗
  • Who funds CAPTAINS FOR CLEAN WATER INC ↗
  • Who funds NAPLES BOTANICAL GARDEN INC ↗
  • Who funds Southwest Florida Music Education Center Inc ↗
  • Who funds NEIGHBORHOOD HEALTH CLINIC INC ↗
  • Who funds COMMUNITY SCHOOL OF NAPLES INC ↗
  • Who funds THE SHELTER FOR ABUSED WOMEN & CHILDREN INC ↗
  • Who funds NAMI Collier County Inc ↗
  • Who funds NORTH SHORE COUNTRY CLUB FOUNDATION INC ↗
  • Who funds YOUTH HAVEN INC ↗
  • Who funds NAPLES YACHT CLUB BLUE GAVEL SCHOLARSHIP SCHOLARSHIP FUND ↗

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.

Collier Community Foundation IncFL17.6× affinity6 shared granteesties to 3 of 3Hover any node to trace its alignments.Compare side by side →

Open a dossier: Collier Community Foundation Inc · National Philanthropic Trust · Fidelity Investments Charitable Gift Fund · Donor Advised Charitable Giving Inc

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 Wavering Family Charitable Foundation funds: left to right is the share of its income from government, bottom to top the share from Wavering Family Charitable Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 60%1%3%6%10%funder's share of their income ↑0%3%5%8%10%share of the org’s income from government →median 2%
  • Naples Botanical Garden Inc: 3% of income from government
  • The Shelter for Abused Women & Children Inc: 2% of income from government
  • Youth Haven Inc: 0% of income from government
no gov moneyreceives it· size = income
6get no government money at all
4report 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 25 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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