Our vision is to create the largest sustainable charity fund in Eastern Europe that supports youth development. We aim to grow the fund’s assets as efficiently and transparently as possible, providing regular updates on the fund’s growth, charitable work, and investments.
Supporting the Charity Fund
The main supporters of the charity fund are students participating in the Southwestern Advantage summer program and alumni of the program.
As of today, the fund has raised a total of €147,395 in donations, distributed by country as follows:
Charitable Actions
We are open to supporting various charitable projects and scholarships that align with the foundation’s mission — to help young people develop character and skills that support the realization of their dreams.
As of the end of June, since the beginning of 2017, we have donated a total of €27,219. This year, we have provided €4,000 in support, and in the autumn we plan to issue an additional €5,200 in scholarships. These include continuing the Entrepreneurial Youth Scholarship competitions in Estonia, Latvia, and Lithuania, as well as announcing the Greete Poderat Young Athlete Scholarship winner.
We have organized Entrepreneurial Youth Scholarship competitions across the Baltics since spring 2024, awarding a total of €7,000 to recognize and support entrepreneurial young people. More information about the upcoming scholarship competitions will be shared at the beginning of September.
Investments
In terms of investments and asset management, our goal is to achieve at least 10% annual growth of the fund’s assets. This allows us to allocate 5% of the fund’s total value each year to the budget for scholarships and grants, while continuing to grow the fund — ensuring that donors’ good deeds continue doing good indefinitely. We aim to keep the foundation’s administrative costs as low as possible so that, as the fund grows, these expenses become increasingly marginal.
As of today, the fund’s asset value has increased to €150,727, and the 2025 grant budget is €6,365. Compared to a year ago, the fund’s assets have grown by 28.8%, and by 18.4% since the beginning of this year. The fund’s value continues to grow steadily thanks to the continued support of participants in the SW program and a 22% increase in the value of the fund’s stock portfolio compared to a year ago.
The investments are divided among different asset classes as follows:
The mission of the Southwestern Advantage Foundation is to become the largest investment-based charity fund in Eastern European countries, helping young people gain knowledge and develop character so they can fulfill their dreams in life. We help young people across Europe access better entrepreneurial education and share investment knowledge with those who otherwise wouldn’t have the opportunity. Our goal is to reduce and prevent poverty through education and empowerment.
We direct our contributions to charitable projects in line with this mission. We donate only from the fund’s passive income — allocating 50% of the returns to charity and 50% back to the fund. In this way, your good deed keeps doing good forever.
Help us make a difference: https://swacharity.eu/en/donate/
