The Nelson Schwab Family Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Nelson Schwab Family Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 20-5868137

Foundation Overview

Based in Charlotte, NC, The Nelson Schwab Family Foundation has awarded 68 grants totaling $543,550 to organizations in Wyoming, North Carolina and 6 other states across the US. Individual grants range from $300 to $50,000, with a median award of $3,000.

Latest Tax Year
2023
Total Giving (all years)
$543,550
Total Assets
$1,539,631
Median Grant (all grants)
$3,000

Latest Form 990-PF Snapshot

Total Grants
5
Median Grant
$10,000
% Median Grant Decline
-9% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Relationship-Focused: 20%

1 of 5 recipients (20%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.

Geographic Focus
Wyoming

43% of grants are awarded in Wyoming, with additional funding distributed across 7 other locations. The foundation balances regional focus with broader geographic diversity. Within Wyoming, funding concentrates in Jackson (52%), Moose (31%), Jackson Hole (14%).

Funding Trajectory
+104%

Strong 104% growth in annual giving over 7 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into The Nelson Schwab Family Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
St John's Episcopal Church $5,000 Jackson, WY, US General Purpose 2023
Christ Episcopal Church Fdn Inc $20,000 Charlotte, NC, US General Purpose 2023
Grand Teton National Park Fdn $5,000 Moose, WY, US General Purpose 2023
Teton Literacy Center $16,000 Jackson, WY, US General Purpose 2023
Eight Seconds Juneteenth Rodeo $10,000 Portland, OR, US General Purpose 2023
St John's Episcopal Church $5,000 Jackson, WY, US General Purpose 2022
Christ Episcopal Church Fdn Inc $17,500 Charlotte, NC, US General Purpose 2022
Grand Teton National Park Fdn $2,500 Moose, WY, US General Purpose 2022
Teton Literacy Center $11,000 Jackson, WY, US General Purpose 2022
Cornell Lab Of Ornithology $25,000 Ithaca, NY, US General Purpose 2022
St John's Episcopal Church $5,000 Jackson, WY, US General Purpose 2022
Christ Episcopal Church Fdn Inc $17,500 Charlotte, NC, US General Purpose 2022
Grand Teton National Park Fdn $2,500 Moose, WY, US General Purpose 2022
Teton Literacy Center $11,000 Jackson, WY, US General Purpose 2022
Cornell Lab Of Ornithology $25,000 Ithaca, NY, US General Purpose 2022
St John's Episcopal Church $5,000 Jackson, WY, US General Purpose 2022
Christ Episcopal Church Fdn Inc $17,500 Charlotte, NC, US General Purpose 2022
Grand Teton National Park Fdn $2,500 Moose, WY, US General Purpose 2022
Teton Literacy Center $11,000 Jackson, WY, US General Purpose 2022
Cornell Lab Of Ornithology $25,000 Ithaca, NY, US General Purpose 2022
St John's Episcopal Church $5,000 Jackson, WY, US General Purpose 2021
Foundation For The Carolinas $25,000 Charlotte, NC, US General Purpose 2021
Christ Episcopal Church Fdn Inc $17,500 Charlotte, NC, US General Purpose 2021
Grand Teton National Park Fdn $2,500 Moose, WY, US General Purpose 2021
The Lynnwood Foundation $2,500 Charlotte, NC, US General Purpose 2021
National Museum Of Wildlife Art $3,000 Jackson Hole, WY, US General Purpose 2021
Morris Brandon School Foundation $2,000 Atlanta, GA, US General Purpose 2021
University Of Montana Foundation $5,000 Missoula, MT, US General Purpose 2021
Safe Alliance $1,000 Charlotte, NC, US General Purpose 2021
Teton Literacy Center $10,000 Jackson, WY, US General Purpose 2021
Johns Hopkins $50,000 Baltimore, MD, US General Purpose 2021
Christ Episcopal Church Fdn Inc $17,500 Charlotte, NC, US General Purpose 2020
Community Fdn Of Jackson Hole $3,000 Jackson, WY, US General Purpose 2020
Grand Teton National Park Fdn $2,500 Moose, WY, US General Purpose 2020
The Lynnwood Foundation $2,500 Charlotte, NC, US General Purpose 2020
National Museum Of Wildlife Art $3,000 Jackson Hole, WY, US General Purpose 2020
Morris Brandon School Foundation $1,500 Atlanta, GA, US General Purpose 2020
Trees Charlotte $5,000 Charlotte, NC, US General Purpose 2020
St John's Episcopal Church $5,000 Jackson, WY, US General Purpose 2018
Foundation For The Carolinas $1,000 Charlotte, NC, US General Purpose 2018
Christ Episcopal Church Fdn Inc $15,000 Charlotte, NC, US General Purpose 2018
Community Fdn Of Jackson Hole $3,000 Jackson, WY, US General Purpose 2018
Grand Teton National Park Fdn $2,500 Moose, WY, US General Purpose 2018
The Lynnwood Foundation $2,500 Charlotte, NC, US General Purpose 2018
Camp Blue Skies Foundation $1,000 Charlotte, NC, US General Purpose 2018
National Museum Of Wildlife Art $3,000 Jackson Hole, WY, US General Purpose 2018
University Of North Carolina $12,500 Chapel Hill, NC, US General Purpose 2018
Morris Brandon School Foundation $1,000 Atlanta, GA, US General Purpose 2018
Institute For The Arts Humanities $2,500 Chapel Hill, NC, US General Purpose 2018
University Of Montana Foundation $10,000 Missoula, MT, US General Purpose 2018
Stratford Hall $20,000 Stratford, VA, US General Purpose 2018
Jackson Hole Therapeutic Riding Ass $1,000 Wilson, WY, US General Purpose 2018
Safe Alliance $1,000 Charlotte, NC, US General Purpose 2018
Trees Charlotte $10,000 Charlotte, NC, US General Purpose 2018
Christ Episcopal Church Fdn Inc $15,000 Charlotte, NC, US General Purpose 2017
Community Fdn Of Jackson Hole $3,000 Jackson, WY, US General Purpose 2017
Grand Teton National Park Fdn $2,500 Moose, WY, US General Purpose 2017
The Lynnwood Foundation $2,500 Charlotte, NC, US General Purpose 2017
Camp Blue Skies Foundation $1,000 Charlotte, NC, US General Purpose 2017
Morris Brandon School Foundation $750 Atlanta, GA, US General Purpose 2017
Institute For The Arts Humanities $2,500 Chapel Hill, NC, US General Purpose 2017
The Cathedral Preschool Annual Fund $300 Atlanta, GA, US General Purpose 2017
Christ Episcopal Church Fdn Inc $15,000 Charlotte, NC, US General Purpose 2016
Community Fdn Of Jackson Hole $3,000 Jackson, WY, US General Purpose 2016
Grand Teton National Park Fdn $2,500 Moose, WY, US General Purpose 2016
The Lynnwood Foundation $2,500 Charlotte, NC, US General Purpose 2016
National Museum Of Wildlife Art $3,000 Jackson Hole, WY, US General Purpose 2016
Morris Brandon Schoolfoundation $1,500 Atlanta, GA, US General Purpose 2016

Foundations Similar to The Nelson Schwab Family Foundation

Discover 5 foundations with comparable assets ($1,511,581-$1,550,291), similar grant patterns, and geographic focus in NC that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 20-1936967 | 53 grants awarded
$1,539,393
(≈ Similar)
$2,500
median grant
Wilmington, NC
Same state
100%
Excellent match

EIN: 81-2341228 | 4 grants awarded
$1,550,291
(≈ Similar)
$5,000
median grant
Arden, NC
Same state
100%
Excellent match

EIN: 26-4001509 | 31 grants awarded
$1,524,838
(≈ Similar)
$6,000
median grant
Charlotte, NC
Same state
100%
Excellent match

EIN: 56-2108036 | 124 grants awarded
$1,519,016
(≈ Similar)
$1,500
median grant
Dunn, NC
Same state
99%
Excellent match

EIN: 87-1437780 | 102 grants awarded
$1,511,581
(≈ Similar)
$2,500
median grant
Nashville, NC
Same state
99%
Excellent match

Contact Information

Official contact details for The Nelson Schwab Family Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 20-5868137
Website N/A
Address 2633 RICHARDSON DR APT 10A Charlotte, NC 28211-3340

Key People (1)

Board members, trustees, and key staff who oversee The Nelson Schwab Family Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

President Nelson Schwab Iii

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for The Nelson Schwab Family Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.