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Plinth

· Private foundation

Drew and Donna Schwartz Family Foundatio

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.

$316k
Granted FY2024still arriving
5
Grants FY2024still arriving
2
States reached
$115k
Largest
01What you fund
01

What you funded, over time

By grantee IRS cause code (NTEE).

A cause breakdown isn’t shown here: 55% of DREW AND DONNA SCHWARTZ FAMILY FOUNDATIO’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.

02FY2024 · 5 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

  • Under $10k1 grant · $1k
  • $10k–50k1 grant · $25k
  • $50k–250k3 grants · $290k
$75,000
Median grant
2
States reached
$884k
Total assets
Largest grants
RecipientAmount
ATRIUM HEALTH FOUNDATION$115,000
CONGAREE FOUNDATION$100,000
CHARLOTTE CHRISTION SCHOL$75,000
ALZEIMERS ASSOCIATION$25,000
CLT FOUNDATION$1,000
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:

Your human-services grants (FY17–23, $28k) land where the poverty rate runs at 11%, against an area that typically sits at 11%. 50% of those dollars go to grantees based in above-average-need neighborhoods. Your grants spread fairly evenly across need levels.

area typical 11%COMMUNITY SHELTER OF UNION COUNTY: $1k → 7%The Forgotten Initiative: $5k → 11%The Forgotten Initiative: $5k → 11%The Forgotten Initiative: $4k → 11%Turning Point: $2k → 10%Changing Lives Together Foundation: $1k → 10%THE VALENTNE'S DAY WIDOW OUTREACH: $10k → 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.

Which US states your grants reach

IL
NY
NJ
MO
TN
NC
SC
TX
FL

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.

53%of every dollar goes to organizations you’ve funded before.
$494k · 16 repeat orgs$446k to everyone else

16 repeat relationships — 1 still active in FY2024, 15 since wound down; 4 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

16
36

Total granted

$494k
$245k

Median revenue growth · since first grant

-2%
+41%

Still filing today

56%
28%

New vs renewed · share of each year

In FY2024, 36% of grant dollars renewed an existing relationship; $201k went to new ones.

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

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

’17’18’19’20’21’22’23’24
Human ServicesHealthEducationArts & CultureReligionYouth DevelopmentOther

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

  • AH
    ATRIUM HEALTH FOUNDATION
    6× · 2017–2024 · $150k · revenue +195%
  • MM
    MINT MUSEUM OF ART INC
    5× · 2018–2023 · $19k · revenue +135%
  • TP
    TURNING POINT INC
    2× · 2019–2020 · $3k · revenue +4%

Funded once

  • LL
    LEUKEMIA & LYMPHONIA SOCIETY
    one grant, 2022 · $60k
  • NH
    NOUVANT HEALTH PRESBYTERIAN FOUNDATION
    one grant, 2023 · $25k
  • TS
    The Salvation Army of Greater Charlotte
    one grant, 2017 · $23k

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
Communities in Schools of Charlotte-Mecklenburg Inc

The mission of Communities In Schools is to surround students with a community of support, empowering them to stay in school and achieve in life.

Education
2
Christopher Kids

Christopher Kids is a nonprofit corporation that serves children by fostering hope and imagination through specialized, accessible, and personalized spaces. We are dedicated to serving children ages two to twelve in the Southeast facing…

Health
3
Children's Trust of South Carolina

To strengthen families, organizations, and communities to prevent child abuse and neglect.

Human Services
4
Thompson Cancer Survival Center

Thompson Cancer Survival Center provides support services for cancer patients, in alignment with Covenant Health's mission to serve the community by improving the quality of life through better health, regardless of a patient's ability to…

5
Children's Home Society of North Carolina Inc

The Children's Home Society of North Carolina's mission is to promote the right of every child to a permanent, safe, and loving family.

Human Services
6
Children's Cancer Fund of Dallas inc

Children's cancer fund champions kids in their fight against cancer through strategic investments in research and care in north texas.

Health
7
Caroline Mark Home
8
Courageous Parents Networkinc

The mission of courageous parents network is to support parents and families of children living with lifelimiting illness with the tools they need as they adjust to the prognosis and then when they contemplate their childs transition to…

Health
9
Children's Health Care

We champion the health needs of children and families. we are committed to improving children's health by providing the highest-quality, family centered care, advanced through research and education.

Health
10
Claiborne Medical Center

Claiborne Medical Center provides quality healthcare, in alignment with Covenant Health's mission to serve the community by improving the quality of life through better health, regardless of a patient's ability to pay.

Health
11
For Charlotte Inc

To unite the Church to transform the city through the power of the Gospel.

Religion
12
Cumberland Medical Center

Cumberland Medical Center provides quality healthcare, in alignment with Covenant Health's mission to serve the community by improving the quality of life through better health, regardless of the patient's ability to pay.

Health

For reference, the grantee most central to the portfolio’s shape is The Centers for Exceptional Children Inc and the most unlike its peers is Valentines Day Widow Outreach Co. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

← shrinkinggrowing →↓ leaning in → pulling backsteadyIndependent K-8 SchoolsCommunity Health CentersVeteran Support ServicesDevelopmental Disabilities …Christian Missionary Organi…Domestic Violence Crisis Se…School Parent OrganizationsCancer Support OrganizationsChild and Family ServicesCommunity Arts Organizations
the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side
Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 32 years old; the field is 12. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number26%4%<5yr16%9%5–10yr20%22%10–20yr14%17%20–35yr12%26%35–55yr12%22%55yr+
THE FIELDby orgYOUR MONEYby value26%2%<5yr16%3%5–10yr20%30%10–20yr14%14%20–35yr12%18%35–55yr12%34%55yr+

The field is 26% startups (under 5 years old) — 4% of your grantees by number, and just 2% of your money.

Closures · last 5 years

The orgs you fund almost never close 0.0% lost their exemption, against 15% of the field you don’t fund.

orgs you fund
0.0%0/25
the rest of the field
15%
7,957/53,155

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

21 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. 21 of the 56 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)
3
Early backer (in before they grew)
21/21
Grantees still filing
11/21
Grew since you first funded

Where your money sits — by cause, then by grantee

Leukemia & Lymphona Society — $142,105 · OtherLeukemia & Lymphona SocietyCHARLOTTE CHRISTIAN SCHOOL — $75,000 · OtherCHARLOTTE CHRISTIAN SCHOOLLEUKEMIA & LYMPHONIA SOCIETY — $60,000 · OtherLEUKEMIA & LYMPHONIA SOCIETYALZEIMERS ASSOCIATION — $25,000 · OtherNOUVANT HEALTH PRESBYTERIAN FOUNDATION — $25,000 · OtherThe Salvation Army of Greater Charlotte — $22,500 · OtherATRTIUM HEATH FOUNDATION — $22,000 · OtherCHILDREN'S MIRACLE NETWORK — $20,000 · OtherCarmel Emp Asst Fund — $20,000 · Other+32 more — $106,360 · Other+32 moreATRIUM HEALTH FOUNDATION — $150,250 · HealthATRIUM HEALTH FOUN…+2 more — $3,000 · HealthCongaree Foundation — $100,000 · Youth DevelopmentCongaree Fou…Arts For Life — $69,500 · Arts & CultureArts For L…MINT MUSEUM OF ART INC — $19,250 · Arts & CultureMINT MUSEU…The Independence Fund Inc — $42,000 · Public BenefitThe Forgotten Initiative — $14,000 · Human ServicesVALENTINES DAY WIDOW OUTREACH CO — $10,000 · Human ServicesTURNING POINT INC — $3,000 · Human ServicesUnion County Community Shelter — $1,000 · Human ServicesCHANGING LIVES TOGETHER FOUNDATION INC — $1,000 · Human ServicesMarvin Elementary School PTO Inc — $9,000 · Education+2 more — $550 · Education
Other$517,965Health$153,250Youth Development$100,000Arts & Culture$88,750Public Benefit$42,000Human Services$29,000Education$9,550

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

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetATRIUM HEALTH FOUNDATION — $150,250 over 6y, 0.1% of budgetCongaree Foundation — $100,000 over 1y, 2.8% of budgetCHARLOTTE CHRISTIAN SCHOOL — $75,000 over 1y, 0.3% of budgetArts For Life — $69,500 over 6y, 3.9% of budgetThe Independence Fund Inc — $42,000 over 2y, 0.4% of budgetMINT MUSEUM OF ART INC — $19,250 over 5y, 0.1% of budgetVALENTINES DAY WIDOW OUTREACH CO — $10,000 over 1y, 18% of budgetMarvin Elementary School PTO Inc — $9,000 over 3y, 3.8% of budgetPROVIDENCE HOME — $5,000 over 1y, 0.8% of budgetTURNING POINT INC — $3,000 over 2y, 0.1% of budgetThe Isabella Santos Foundation — $2,500 over 3y, 0.1% of budgetCouncil for Childrens Rights Inc — $1,250 over 2y, 0.0% of budgetPROVERBS 31 MINISTRY INC — $1,000 over 1y, 0.0% of budgetUnion County Community Shelter — $1,000 over 1y, 0.0% of budgetCHANGING LIVES TOGETHER FOUNDATION INC — $1,000 over 1y, 1.3% of budgetPROJECT ALIVE — $500 over 1y, 0.0% of budgetTHE CENTERS FOR EXCEPTIONAL CHILDREN INC — $500 over 1y, 0.0% of budgetSAMARITAN'S PURSE — $500 over 1y, 0.0% of budgetSTEPHEN SILLER TUNNEL TO TOWERS FOUNDATION — $300 over 1y, 0.0% of budgetCLASSROOM CENTRAL INC — $250 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.

  • Who funds ATRIUM HEALTH FOUNDATION
  • Who funds Congaree Foundation
  • Who funds CHARLOTTE CHRISTIAN SCHOOL
  • Who funds Arts For Life
  • Who funds The Independence Fund Inc
  • Who funds MINT MUSEUM OF ART INC
  • Who funds The Forgotten Initiative
  • Who funds VALENTINES DAY WIDOW OUTREACH CO
  • Who funds Marvin Elementary School PTO Inc
  • Who funds PROVIDENCE HOME
  • Who funds TURNING POINT INC
  • Who funds The Isabella Santos Foundation
  • Who funds Council for Childrens Rights Inc
  • Who funds PROVERBS 31 MINISTRY INC
  • Who funds Union County Community Shelter

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.

Duke Energy FoundationNC20.5× affinity10 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Duke Energy Foundation · Foundation for the Carolinas · The Winston-Salem Foundation · True Homes Foundation Inc · Albemarle Foundation · United Way Worldwide · The Bank of America Charitable Foundation Inc · Natl Christian Charitable Fdn Inc · Renaissance Charitable Foundation Inc · The Blackbaud Giving Fund · American Endowment Foundation · Gs Donor Advised Philanthropy Fund for Wealth Management Inc

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 Drew and Donna Schwartz Family Foundatio 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 or a single department — and drag the year to watch it move.

2024
202122232425
no gov · 10%1%5%11%20%your share of their income ↑0%1%3%4%5%share of the org’s income from government
    no gov moneyreceives it· size = income
    1get no government money at all
    5report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    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 56 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 2024, released 2024. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

    More from the funding graph