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· Private foundation

Richard Schwartz Family Foundation

Its FY2020 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$205k
Granted FY2018
14
Grants FY2018
4
States reached
$65k
Largest

Read this first · the figures below need context

95% of Richard Schwartz Family Foundation’s FY2020 grant dollars went to Baltimore Community Foundation Inc, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2020 names 10 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2018, the last year Richard Schwartz Family Foundation named its own grantees at scale: 12 organizations, $205k. It is dated, not current.

Organizations named directly on the return

9
’17
12
’18
8
’19
10
’20

Amber years are those where most dollars went to a sponsor.

01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2020.

Philanthropy$3.8MHousing & Shelter$150kCommunity Improvement$116kReligion$115kCivil Rights$88kHuman Services$80kArts & Culture$70kFood & Nutrition$70kOther$0
02FY2018 · 14 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2018

  • Under $10k5 grants · $28k
  • $10k–50k8 grants · $112k
  • $50k–250k1 grant · $65k
$10,000
Median grant
4
States reached
$0
Total assets
Largest grants
RecipientAmount
IFO INC$65,000
CONGREGATION B'NAI ISRAEL$20,000
WELLSPRING COOPERATIVE CORP$17,000
COMMUNITY ADOLESCENT RESOURCES AND EDUCATION CENTER INC DBA THE CARE CENTER$15,000
COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE$15,000
PIONEER VALLEY WORKERS CENTER$15,000
FUSION PARTNERSHIPS INC$10,000
RIGHT TO THE CITY ALLIANCE$10,000
PRESIDENT LINCOLN'S COTTAGE AT THE SOLDIERS' HOME$10,000
NO BOUNDARIES COALITION INC$8,000
OPEN SOCIETY INSTITUTE-BALTIMORE$5,000
OUT FOR JUSTICE$5,000
INTERSECTION OF CHANGE$5,000
THIRD SECTOR NEW ENGLAND INC (TSNE)$5,000
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 (FY17–20, $75k) land where the poverty rate runs at 16%, against an area that typically sits at 15%. 80% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 15%COMMUNITY ADOLESCENT RESOURCES AND EDUCATION CENTER INC DBA THE CARE CENTER: $15k → 17%COMMUNITY ADOLESCENT RESOURCES AND EDUCATION CENTER INC DBA THE CARE CENTER: $15k → 17%COMMUNITY ADOLESCENT RESOURCES AND EDUCATION CENTER INC DBA THE CARE CENTER: $15k → 17%PIONEER VALLEY WORKERS CENTER: $15k → 12%COMMUNITY ADOLESCENT RESOURCES AND EDUCATION CENTER INC DBA THE CARE CENTER: $15k → 17%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.
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.

83%of every dollar goes to organizations it has funded before.
$629k · 10 repeat orgs$131k to everyone else

Grantees it renews have grown median revenue +204% since the first grant, against +165% for those funded once.

10 repeat relationships: 10 still active in FY2018, 0 since wound down; 8 grantees were first funded in FY2018 (too recent to call). Read against FY2018, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

10
2

Total granted

$629k
$20k

Median revenue growth · since first grant

+204%
+165%

Still filing today

80%
50%

New vs renewed · share of each year

In FY2020, 59% of grant dollars renewed an existing relationship; $80k went to new ones.

50%100%’17’18’19’20
RenewedFirst-time

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

’17’18’19’20
Community ImprovementHuman ServicesFood & NutritionCivil RightsArts & CultureInternationalOther
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

  • CI
    COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE INC
    4× · 2017–2020 · $70k · revenue +50%
  • WC
    WELLSPRING COOPERATIVE CORPORATION
    4× · 2017–2020 · $68k · revenue +480%
  • CA
    COMMUNITY ADOLESCENT RESOURCE AND EDUCATION CENTER INC
    4× · 2017–2020 · $60k · revenue +204%

Funded once

  • WJ
    WARREN J PLAUT CHARITABLE TRUSTgraduated
    one grant, 2017 · $15k · revenue +165%
  • AF
    ALLIANCE FOR OPEN SOCIETY INTERNATIONAL INC
    one grant, 2017 · $5k
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
Washington Area Community Investment Fund Inc

The washington area community investment fund (wacif) is a nonprofit community loan fund focused on increasing equity and economic opportunity in the washington, dc area's underserved communities. wacif's mission is driven is driven by…

—
2
Fund for the Center for Community Change

The fund for the center for community change is organized and incorporated to operate exclusively for the benefit of the center for community change (ccc).

Community Improvement
3
The Center for New York City Neighborhoods Inc

Our mission is to promote and protect affordable homeownership in new york so that middle- and working-class families are able to build strong, thriving communities.

Housing & Shelter
4
Community Coalition

The community coalition supports and celebrates individuals, families, and social institutions through a collaborative fundraising effort. this creative approach by the coalition combines efficient business practices with the commitment to…

Philanthropy
5
Connections Work

Connections work changes lives and improves communities by providing services and supports to individuals seeking pathways to success.

—
6
Initiative for a Competitive Inner City Inc

Icic drives inclusive economic prosperity in under-resourced communities through innovative research and programs to create jobs, income, and wealth for local residents.

Housing & Shelter
7
The Alliance for Collective Action

The Alliance for Collective Action convenes leaders of environmental and social movements to advance solutions for a thriving planet. We advance our mission through the Alliance Center building and community, as well as through Collective…

Environment
8
Community Justice Project

To provide high quality civil legal assistance and other services to indigent individuals and families.

Crime & Legal
9
Common Future

Common future is a network of pioneering leaders across the u.s. and canada who work deeply within their communities to create alternative approaches to business, philanthropy, and investing. we envision an economy that has transitioned…

Community Improvement
10
The Network for Social Justice Inc

To foster a movement of systemic change to advance equity and inclusion in winchester and beyond.

Civil Rights
11
West Central Initiative

Serving to improve west central minnesota through funding, programs, and technical assistance. vision of a vibrant, inclusive, and sustainable world starts here in west central minnesota.

Philanthropy
12
Community Mediation Services

Community mediation services

Crime & Legal
How this is measured
The grantee most central to the portfolio’s shape is Community Foundation of Western Massachusetts; the most unlike its peers is Warren J Plaut Charitable Trust. 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

17 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. 17 of the 22 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)
11
Early backer (in before they grew)
17/17
Grantees still filing
14/17
Grew since first funded

Where the money sits, by cause and then by grantee

BALTIMORE COMMUNITY FOUNDATION INC: $1,956,505 · PhilanthropyBALTIMORE COMMUNITY FOUNDATION INCCOMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS: $1,868,911 · PhilanthropyCOMMUNITY FOUNDATION OF WESTERN MASSACHUSETTSIFO INC: $150,000 · OtherIFO INCCONGREGATION BNAI ISRAEL: $115,000 · OtherCONGREGAT…ST FRANCIS NEIGHBORHOOD CENTER: $20,000 · OtherST FRANCI…WARREN J PLAUT CHARITABLE TRUST: $15,000 · OtherPRESIDENT LINCOLN'S COTTAGE AT THE SOLDIERS HOME: $30,000 · OtherPRESIDENT…DREAMING OUT LOUD INC: $20,000 · OtherDREAMING …+5 more: $21,000 · Other+5 moreWELLSPRING COOPERATIVE CORPORATION: $68,000 · Community ImprovementNO BOUNDARIES COALITION INC: $48,000 · Community ImprovementTHIRD SECTOR NEW ENGLAND INC: $35,000 · Community ImprovementFUSION PARTNERSHIP INC: $13,000 · Community ImprovementCOMMUNITY ADOLESCENT RESOURCE AND EDUCATION CENTER INC: $60,000 · Human ServicesPIONEER VALLEY WORKERS CENTER INC: $15,000 · Human ServicesCOMMUNITY INVOLVED IN SUSTAINING AGRICULTURE INC: $70,000 · Food & NutritionRIGHT TO THE CITY ALLIANCE: $40,000 · Civil RightsNORTHAMPTON COMMUNITY ARTS TRUST INC: $40,000 · International
Philanthropy$3,825,416Other$371,000Community Improvement$164,000Human Services$75,000Food & Nutrition$70,000Civil Rights$40,000International$40,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10Mgrantee revenue →↑ funder's share of their budgetBALTIMORE COMMUNITY FOUNDATION INC: $1,956,505 over 2y, 4.5% of budgetCOMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS: $1,868,911 over 1y, 4.8% of budgetCOMMUNITY INVOLVED IN SUSTAINING AGRICULTURE INC: $70,000 over 4y, 1.4% of budgetWELLSPRING COOPERATIVE CORPORATION: $68,000 over 4y, 11% of budgetCOMMUNITY ADOLESCENT RESOURCE AND EDUCATION CENTER INC: $60,000 over 4y, 0.9% of budgetNO BOUNDARIES COALITION INC: $48,000 over 4y, 2.7% of budgetRIGHT TO THE CITY ALLIANCE: $40,000 over 3y, 0.4% of budgetNORTHAMPTON COMMUNITY ARTS TRUST INC: $40,000 over 1y, 3.7% of budgetTHIRD SECTOR NEW ENGLAND INC: $35,000 over 3y, 0.0% of budgetPRESIDENT LINCOLN'S COTTAGE AT THE SOLDIERS HOME: $30,000 over 4y, 0.9% of budgetST FRANCIS NEIGHBORHOOD CENTER: $20,000 over 1y, 0.9% of budgetDREAMING OUT LOUD INC: $20,000 over 1y, 1.0% of budgetPIONEER VALLEY WORKERS CENTER INC: $15,000 over 1y, 4.8% of budgetWARREN J PLAUT CHARITABLE TRUST: $15,000 over 1y, 13% of budgetFUSION PARTNERSHIP INC: $13,000 over 2y, 0.1% of budgetINTERSECTION OF CHANGE INC: $5,000 over 1y, 0.6% 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.

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.

The Beveridge Family FoundationMA19.8× affinity7 shared granteesties to 7 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Beveridge Family Foundation · Community Foundation of Western Massachusetts · Peace Development Fund · Fund for Educational Excellence Inc · T Rowe Price Foundation · France-Merrick Foundation Inc · The Abell Foundation Inc · Baltimore Community Foundation Inc · Rsf Social Finance Inc · Annie E Casey Foundation Inc · Morgan Stanley Global Impact Funding Trust Inc · National Philanthropic Trust

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 Richard Schwartz Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Richard Schwartz Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 20%1%3%6%10%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 20%
  • Pioneer Valley Workers Center Inc: 53% of income from government
  • Community Involved in Sustaining Agriculture Inc: 35% of income from government
  • Intersection of Change Inc: 20% of income from government
  • Third Sector New England Inc: 3% of income from government
  • Fusion Partnership Inc: 3% of income from government
  • Community Adolescent Resource and Education Center Inc: 0% of income from government
no gov moneyreceives it· size = income
2get no government money at all
5report government grants on their 990 we could not trace to a source (not plotted)
1rely on government for over half their income
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.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Richard Schwartz Family Foundation?

Find your warmest path to Richard Schwartz Family Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

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 22 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 2018, released 2018. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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