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· Private foundation

Gertrude & Edward Swartz Charitable Tr

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$68k
Granted FY2025still arriving
26
Grants FY2025still arriving
9
States reached
$5k
Largest
01What it funds
0197% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Health$85kEnvironment$78kEducation$66kReligion$64kFood & Nutrition$62kHuman Services$45kCivil Rights$29kPhilanthropy$18kOther$0
02FY2025 · 26 grants

Where the money goes

Grants by size, and the largest recipients.

$3,000
Median grant
9
States reached
$424k
Total assets
Largest grants
RecipientAmount
RICE UNIVERSITY$5,000
MORE TO LIFE$5,000
HOUSTON AREA WOMEN'S CENTER$4,000
ALCU FOUNDATION$4,000
NARAL PRO-CHOICE AMERICA$3,500
MD ANDERSON CANCER CENTER$3,500
COVID 19 LONGHAULER ADVOCACY PROJECT$3,000
DOCTORS WITHOUT BORDERS$3,000
HUMANE BORDERS$3,000
COMMUNITY FOOD BANK OF SOUTHERN AZ$3,000
PLANNED PARENTHOOD FEDERATION$3,000
EARTHJUSTICE$3,000
NORTHWEST HARVEST$3,000
CENTER FOR BIOLOGICAL DIVERSITY$2,500
NATIONAL RESOURCES DEFENSE COUNCIL$2,500
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 (FY17–25, $53k) land where the poverty rate runs at 16%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%NARAL PRO-CHOICE AMERICA: $5k → 14%HOUSTON AREA WOMEN'S CENTER: $4k → 16%NARAL PRO-CHOICE AMERICA: $4k → 14%NARAL PRO-CHOICE AMERICA: $3k → 14%HOUSTON AREA WOMEN'S CENTER: $4k → 16%NARAL PRO-CHOICE AMERICA: $2k → 14%HUMANE BORDERS: $3k → 15%NARAL PRO-CHOICE AMERICA: $1k → 14%HOUSTON AREA WOMEN'S CENTER: $4k → 16%NARAL PRO-CHOICE AMERICA: $1k → 14%NARAL PRO-CHOICE AMERICA: $1k → 14%HOUSTON AREA WOMEN'S CENTER: $4k → 16%HOUSTON AREA WOMEN'S CENTER: $4k → 16%HUMANE BORDERS: $1k → 15%EMERGE CENTER AGAINST DOMESTIC ABUSE: $1k → 15%HOUSTON AREA WOMEN'S CENTER: $3k → 16%EMERGE CENTER AGAINST DOMESTIC ABUSE: $1k → 15%HOUSTON AREA WOMEN'S CENTER: $3k → 16%HOUSTON AREA WOMEN'S CENTER: $3k → 16%HOUSTON AREA WOMEN'S CENTER: $3k → 16%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

WA
NY
MA
CA
VA
AZ
TN
DC
AL
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.

100%of every dollar goes to organizations it has funded before.
$463k · 29 repeat orgs$2k to everyone else

Grantees it renews have grown median revenue +44% since the first grant, against +8% for those funded once.

29 repeat relationships: 25 still active in FY2025, 4 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

29
2

Total granted

$463k
$2k

Median revenue growth · since first grant

+44%
+8%

Still filing today

69%
50%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

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

’17’18’19’20’21’22’23’24’25
Human ServicesHealthInternationalEnvironmentEducationFood & NutritionOther
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

  • HA
    Houston Area Women's Center
    9× · 2017–2025 · $32k · revenue +110%
  • PLANNED PARENTHOOD FEDERATION OF AMERICA INC
    9× · 2017–2025 · $28k · revenue +12%
  • EARTHJUSTICE
    9× · 2017–2025 · $25k · revenue +82%

Funded once

  • IG
    Individual grant recipient
    one grant, 2023 · $1k
  • OXFAM-AMERICA INC
    one grant, 2017 · $1k · revenue +8%
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
Institute for Agriculture & Trade Policy

Iatp works locally and globally at the intersection of policy and practice to ensure fair and sustainable food, farm and trade systems.

Food & Nutrition
2
World Wildlife Fund Inc

Wwf's mission is to conserve nature and reduce the most pressing threats to the diversity of life on earth. (continued on schedule o)

Environment
3
Conservation International Foundation

Ci works to spotlight and secure the critical benefits that nature provides to humanity.

Environment
4
Washington Office On Latin America

To advance human rights and social justice in the americas.

International
5
Friends of the Earth

Friends of the earth strives for a more healthy and just world by defendng the environment and human health while advancing social and economic justice by conducting research and education, transforming the economy so it protects the…

Environment
6
Guttmacher Institute Inc

The institute is a leading research and policy organization committed to advancing sexual and reproductive health and rights in the united states and globally.

—
7
The Humane League

We exist to end the abuse of animals raised for food. this mission is executed by persuading companies and institutions to adopt animal welfare policies through negotiation and pressure campaigns, and then holding them accountable to their…

Animals
8
Third Way

To research and develop centrist policy ideas.

Civil Rights
9
The Union of Concerned Scientists Inc

The union of concerned scientists puts rigorous, independent science into action, developing solutions and advocating for a healthy, safe, and just future.

International
10
Asociacion Interamericana Para La Defensa Del Ambiente

To strenghten people's ability to guarantee their individual and collective right to a healthy environment, via the development, implementation, and effective enforcement of national and international law.

Crime & Legal
11
Ocean Conservancy

Ocean conservancy unites science, people, and policy to protect our ocean, today and for generations to come.

Environment
12
Federation for American Immigration Reform

The federation for american immigration reform's (fair) mission is to educate the public about the economic, sociological, environmental, demographic and other effects of mass immigration to the united states.

International
How this is measured
The grantee most central to the portfolio’s shape is Planned Parenthood Federation of America Inc; the most unlike its peers is Theatre Under the Stars Inc. 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

23 grantees tracked through their own filings, 2017–2026.

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 2026, not grant rows in a single year, so this will not match the grant count on the cover. 23 of the 33 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)
1
Early backer (in before they grew)
23/23
Grantees still filing
20/23
Grew since first funded

Where the money sits, by cause and then by grantee

MORE TO LIFE: $47,000 · OtherMORE TO LIFERICE UNIVERSITY: $45,000 · OtherRICE UNIVERSITYNORTHWEST HARVEST EMM: $24,500 · OtherNORTHWEST HARVEST EMMMD ANDERSON CANCER CENTER: $17,500 · OtherMD ANDERSON CANCER CENTERALCU FOUNDATION: $17,000 · OtherALCU FOUNDATIONUNITED WAY OF GREATER HOUSTON: $16,000 · OtherUNITED WAY OF GREATER HOUSTONTHE NATURE CONSERVANCY: $14,500 · OtherTHE NATURE CONSERVANCYThe Houston Food Bank: $13,500 · OtherSHRINER'S CHILDREN'S HOSPITAL HOUSTON: $13,500 · OtherSALVATION ARMY OF MASSACHUSETTS: $11,500 · OtherTheatre Under the Stars Inc: $11,500 · OtherSOUTHERN POVERTY LAW CENTER INC: $10,000 · Other+8 more: $28,000 · Other+8 moreHouston Area Women's Center: $31,500 · Human ServicesHouston Area…REPRODUCTIVE FREEDOM FOR ALL: $15,500 · Human ServicesREPRODUCTIVE…HUMANE BORDERS INC: $4,000 · Human ServicesHUMANE BORDE…TUCSON CENTERS FOR WOMEN & CHILDREN INC DBA EMERGE CENTER AGAINST DOMESTIC ABUSE: $2,000 · Human ServicesPLANNED PARENTHOOD FEDERATION OF AMERICA INC: $27,500 · HealthPLANNED PARE…PLANNED PARENTHOOD ARIZONA INC: $17,500 · HealthPLANNED PARE…COVID-19 LONGHAULER ADVOCACY PROJECT INC: $6,000 · HealthCOVID-19 LON…EARTHJUSTICE: $24,500 · EnvironmentEARTHJUSTIC…NATURAL RESOURCES DEFENSE COUNCIL INC: $23,000 · EnvironmentNATURAL RES…Community Food Bank Inc: $23,500 · Food & NutritionUNITED NEGRO COLLEGE FUND INC: $11,500 · EducationTrinity University: $9,000 · EducationCENTER FOR BIOLOGICAL DIVERSITY INC: $16,000 · Animals
Other$269,500Human Services$53,000Health$51,000Environment$47,500Food & Nutrition$23,500Education$20,500Animals$16,000

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 budgetHouston Area Women's Center: $31,500 over 9y, 0.0% of budgetPLANNED PARENTHOOD FEDERATION OF AMERICA INC: $27,500 over 9y, 0.0% of budgetEARTHJUSTICE: $24,500 over 9y, 0.0% of budgetNORTHWEST HARVEST EMM: $24,500 over 9y, 0.0% of budgetCommunity Food Bank Inc: $23,500 over 9y, 0.0% of budgetNATURAL RESOURCES DEFENSE COUNCIL INC: $23,000 over 9y, 0.0% of budgetPLANNED PARENTHOOD ARIZONA INC: $17,500 over 8y, 0.0% of budgetCENTER FOR BIOLOGICAL DIVERSITY INC: $16,000 over 9y, 0.0% of budgetREPRODUCTIVE FREEDOM FOR ALL: $15,500 over 7y, 0.1% of budgetTHE NATURE CONSERVANCY: $14,500 over 8y, 0.0% of budgetThe Houston Food Bank: $13,500 over 9y, 0.0% of budgetTheatre Under the Stars Inc: $11,500 over 9y, 0.0% of budgetUNITED NEGRO COLLEGE FUND INC: $11,500 over 9y, 0.0% of budgetSOUTHERN POVERTY LAW CENTER INC: $10,000 over 7y, 0.0% of budgetTrinity University: $9,000 over 9y, 0.0% of budgetMEDECINS SANS FRONTIERES USA INC: $8,000 over 4y, 0.0% of budgetCOVID-19 LONGHAULER ADVOCACY PROJECT INC: $6,000 over 2y, 4.6% of budgetAMNESTY INTERNATIONAL OF THE USA INC: $4,000 over 4y, 0.0% of budgetHUMANE BORDERS INC: $4,000 over 2y, 0.2% of budgetAMERICAN CIVIL LIBERTIES UNION FOUNDATION INC: $3,000 over 2y, 0.0% of budgetTUCSON CENTERS FOR WOMEN & CHILDREN INC DBA EMERGE CENTER AGAINST DOMESTIC ABUSE: $2,000 over 2y, 0.0% of budgetTHE JEWISH FEDERATIONS OF NORTH AMERICA INC: $2,000 over 1y, 0.0% of budgetOXFAM-AMERICA INC: $1,000 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 Houston Area Women's Center ↗
  • Who funds PLANNED PARENTHOOD FEDERATION OF AMERICA INC ↗
  • Who funds EARTHJUSTICE ↗
  • Who funds NORTHWEST HARVEST EMM ↗
  • Who funds Community Food Bank Inc ↗
  • Who funds NATURAL RESOURCES DEFENSE COUNCIL INC ↗
  • Who funds PLANNED PARENTHOOD ARIZONA INC ↗
  • Who funds CENTER FOR BIOLOGICAL DIVERSITY INC ↗
  • Who funds REPRODUCTIVE FREEDOM FOR ALL ↗
  • Who funds THE NATURE CONSERVANCY ↗
  • Who funds The Houston Food Bank ↗
  • Who funds Theatre Under the Stars Inc ↗
  • Who funds UNITED NEGRO COLLEGE FUND INC ↗
  • Who funds SOUTHERN POVERTY LAW CENTER INC ↗
  • Who funds Trinity University ↗
  • Who funds MEDECINS SANS FRONTIERES USA INC ↗
  • Who funds COVID-19 LONGHAULER ADVOCACY PROJECT INC ↗
  • Who funds AMNESTY INTERNATIONAL OF THE USA INC ↗
  • Who funds HUMANE BORDERS INC ↗
  • Who funds AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC ↗
  • Who funds TUCSON CENTERS FOR WOMEN & CHILDREN INC DBA EMERGE CENTER AGAINST DOMESTIC ABUSE ↗
  • Who funds THE JEWISH FEDERATIONS OF NORTH AMERICA INC ↗
  • Who funds OXFAM-AMERICA 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 set of overlaps that mostly run through this funder rather than between each other.

Amazonsmile FoundationWA3.3× affinity4 shared granteesties to 0 of 0Hover any node to trace its alignments.Compare side by side →

Open a dossier: Amazonsmile Foundation

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 Gertrude & Edward Swartz Charitable Tr funds: left to right is the share of its income from government, bottom to top the share from Gertrude & Edward Swartz Charitable Tr. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%0%1%3%5%funder's share of their income ↑0%8%15%22%30%share of the org’s income from government →median 0%
  • Oxfam-America Inc: 0% of income from government
no gov moneyreceives it· size = income
1get no government money at all
3report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–30%
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 33 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 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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