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North Carolina · 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 FY2024(still arriving)
5
Grants FY2024
15
Organizations funded FY2023
67%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$75,000
Largest grant, FY2024
$115,000
Organizations funded a year
5 to 20
FY2017 to FY2023
States reached, FY2024
2
Total assets, FY2024
$884k
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 67% of the organizations Drew and Donna Schwartz Family Foundatio funded were first-time grantees, receiving 71% of its grant dollars.

New vs renewed · share of each year

In FY2023, 29% of grant dollars renewed an existing relationship; $83k went to new ones.

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

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

’18’19’20’21’22’23
Human ServicesEducationReligionPublic BenefitArts & CulturePhilanthropyOther
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.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving5$316k80%
FY202315$117k67%
FY20229$105k44%
FY202110$67k60%
FY20205$51k40%
FY201914$87k43%
FY201820$143k60%
FY201712$56kn/a
96% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Health$503kHuman Services$113kRecreation & Sports$101kEducation$93kPublic Safety & Disaster$36kReligion$20kArts & Culture$20kHousing & Shelter$7kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

IL
NY
NJ
MO
TN
NC
SC
TX
FL

Top grantees

Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Atrium Health Foundation$150,25060%
Congaree Foundation$100,00013%
Charlotte Christian School$75,00010%
Arts For Life$69,50064%
The Independence Fund Inc$42,00020%
Mint Museum of Art Inc$19,25050%
The Forgotten Initiative$14,0003n/a
Valentines Day Widow Outreach Co$10,000118%
Marvin Elementary School PTO Inc$9,00034%
Weddington United Methodist Church$7,0002n/a
Show all 25 grantees
All grantees of Drew and Donna Schwartz Family Foundatio by total granted
GranteeTotal grantedYearsShare of their budget
Atrium Health Foundation$150,25060%
Congaree Foundation$100,00013%
Charlotte Christian School$75,00010%
Arts For Life$69,50064%
The Independence Fund Inc$42,00020%
Mint Museum of Art Inc$19,25050%
The Forgotten Initiative$14,0003n/a
Valentines Day Widow Outreach Co$10,000118%
Marvin Elementary School PTO Inc$9,00034%
Weddington United Methodist Church$7,0002n/a
Search Ministries Inc$5,0001n/a
Providence Home$5,00011%
Turning Point Inc$3,00020%
The Isabella Santos Foundation$2,50030%
Epworth United Methodist Church$2,0003n/a
Council for Childrens Rights Inc$1,25020%
Proverbs 31 Ministry Inc$1,00010%
Changing Lives Together Foundation Inc$1,00011%
Union County Community Shelter$1,00010%
Project Alive$50010%
Samaritan's Purse$50010%
The Centers for Exceptional Children Inc$50010%
Stephen Siller Tunnel to Towers Foundation$30010%
St Vincent de Paul Society$2501n/a
Classroom Central Inc$25010%

What it could do for these grantees

Plus 31 recipients with no EIN on record ($420k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Drew and Donna Schwartz Family Foundatio supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's 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 budgetChanging Lives Together Foundation Inc: $1,000 over 1y, 1.3% of budgetUnion County Community Shelter: $1,000 over 1y, 0.0% of budgetProject Alive: $500 over 1y, 0.0% of budgetSamaritan's Purse: $500 over 1y, 0.0% of budgetThe Centers for Exceptional Children Inc: $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

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 20.

Nonprofits that may fit its grantmaking

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.

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

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.

Compare Drew and Donna Schwartz Family Foundatio with peer funders

About Drew and Donna Schwartz Family Foundatio

How much does Drew and Donna Schwartz Family Foundatio give?
Drew and Donna Schwartz Family Foundatio reported 5 grants totaling $316,000 in its FY2024 IRS filing. It funded between 5 and 20 organizations a year over FY2017 to FY2023.
What does Drew and Donna Schwartz Family Foundatio fund?
By grant dollars over FY2017 to FY2024, its largest causes are Health (53%), Human Services (12%), Recreation & Sports (11%).
Who are Drew and Donna Schwartz Family Foundatio's largest grantees?
By total granted over FY2017 to FY2024: Atrium Health Foundation ($150k), Congaree Foundation ($100k), Charlotte Christian School ($75k).
Does Drew and Donna Schwartz Family Foundatio fund new organizations?
In FY2023, 67% of the organizations it funded were first-time grantees.
Does Drew and Donna Schwartz Family Foundatio accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Drew and Donna Schwartz Family Foundatio?
Its strongest co-funders, measured against what their size predicts, include Duke Energy Foundation, Foundation for the Carolinas, The Winston-Salem Foundation.
Where is Drew and Donna Schwartz Family Foundatio based?
Drew and Donna Schwartz Family Foundatio is based in NC.

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 56 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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