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Drew and Donna Schwartz Family Foundatio at a glance

· 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 it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0196% 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
02FY2024 · 5 grants

Where the money goes

Grants by size, and the largest recipients.

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

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 (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. Its 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
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.

Which US states its grants reach

IL
NY
NJ
MO
TN
NC
SC
TX
FL
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.
03Its grantees
repeat funding

Who it funds again

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

53%of every dollar goes to organizations it has 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

+4%
+53%

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
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

  • AH
    ATRIUM HEALTH FOUNDATION
    6× · 2017–2024 · $150k · revenue +195%
  • AF
    Arts For Life
    6× · 2017–2023 · $70k · revenue +12%
  • MM
    MINT MUSEUM OF ART INC
    5× · 2018–2023 · $19k · revenue +135%

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
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
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
How this is measured
The grantee most central to the portfolio’s shape is The Centers for Exceptional Children Inc; 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.
04the grantee network

21 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. 21 of the 56 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)
21/21
Grantees still filing
12/21
Grew since first funded

Where the money sits, by cause and then by grantee

Leukemia & Lymphona Society: $142,105 · OtherLeukemia & Lymphona SocietyCHARLOTTE CHRISTIAN SCHOOL: $75,000 · OtherCHARLOTTE CHRISTIAN SCHOOLLEUKEMIA & LYMPHONIA SOCIETY: $60,000 · OtherLEUKEMIA & LYMPHONIA SOCIETYNOUVANT HEALTH PRESBYTERIAN FOUNDATION: $25,000 · OtherALZEIMERS ASSOCIATION: $25,000 · OtherThe Salvation Army of Greater Charlotte: $22,500 · OtherATRTIUM HEATH FOUNDATION: $22,000 · OtherCarmel Emp Asst Fund: $20,000 · OtherCHILDREN'S MIRACLE NETWORK: $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 ServicesCHANGING LIVES TOGETHER FOUNDATION INC: $1,000 · Human ServicesUnion County Community Shelter: $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 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 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
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 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 ↗

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 FoundationFoundation for the Ca…The Winston-Salem Fou…True Homes Foundation…Albemarle FoundationUnited Way WorldwideThe Bank of America C…Natl Christian Charit…Renaissance Charitabl…The Blackbaud Giving …American Endowment Fo…Gs Donor Advised Phil…
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.

How much its grantees rely on government

Each dot is one organization Drew and Donna Schwartz Family Foundatio funds: left to right is the share of its income from government, bottom to top the share from Drew and Donna Schwartz Family Foundatio. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%1%5%11%20%funder's 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, 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 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

    Play a game based on Drew and Donna Schwartz Family Foundatio’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home