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Schwartz Charitable Foundation at a glance

· Private foundation

Schwartz Charitable Foundation

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.

$334k
Granted FY2024still arriving
86
Grants FY2024still arriving
8
States reached
$20k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0189% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2024.

Arts & Culture$343kHuman Services$314kReligion$276kEducation$168kAnimals$154kHealth$145kYouth Development$116kFood & Nutrition$97kOther$0
02FY2024 · 86 grants

Where the money goes

Grants by size, and the largest recipients.

How this is measured
The 86 grants below total $317,750, the rows itemized in this filing. The $334,250 headline is the total grant expense on the return; the other $16,500 is giving the schedule does not break out (grants under the $5,000 itemization floor, grants to individuals, grants on other schedules). Every figure below describes the itemized rows only.

By grant size · FY2024

  • Under $10k79 grants · $228k
  • $10k–50k7 grants · $90k
$2,500
Median grant
8
States reached
$3.2M
Total assets
Largest grants
RecipientAmount
Jewish Healthcare Ctr$20,000
St Mary of the Hills$15,250
Hanover Theatre$15,000
UMass Med School$10,000
Individual grant recipient$10,000
Tower Hill Botanic Garden$10,000
Furever Homes for Felines$10,000
Center for Canine Behaviour Studies$7,500
RFK Community Alliance$5,000
WORCESTER ACADEMY$5,000
Congregation Neveh Shalom$5,000
Shrewsbury Pitches In$5,000
Abby's House$5,000
Worcester Jewish Comm Ctr$5,000
Individual grant recipient$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 (FY18–24, $184k) land where the poverty rate runs at 11%, against an area that typically sits at 9%. 83% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%NEW ENGLAND VILLAGE: $2k → 8%Growing Places: $3k → 8%OurCalling Inc: $5k → 14%FRIENDS OF HILLSBORO COMMUNITY SENIOR CENTER: $5k → 8%MILITARY FAMILY ADVISORY NET: $2k → 7%KIMPATORIN AID: $2k → 20%YMCA OF COLUMBIA WILLAMETTE: $5k → 12%FRIENDSHIP HOME INC: $5k → 8%Friendship Home: $5k → 8%GUILD OF ST AGNES OF WORCESTER: $4k → 11%Jewish Community Alliance: $10k → 14%Jewish Community Alliance: $10k → 14%JEWISH COMMUNITY ALLIANCE: $8k → 14%Jewish Community Alliance: $5k → 14%JEWISH COMMUNITY ALLIANCE: $5k → 14%Jewish Community Alliance: $5k → 14%FRESH START FURNITURE BANK: $3k → 8%FRESH START FURNITURE BANK: $3k → 8%Audio Journal: $3k → 11%Audio Journal: $3k → 11%AUDIO JORNAL: $2k → 11%JEWISH FAMILY SERVICE OF METROWEST: $3k → 8%Jeremiah's Inn: $5k → 11%Jeremiah's Inn: $4k → 11%Jeremiah's Inn: $4k → 11%JEREMIAH'S INN: $3k → 11%JEREMIAH'S INN: $3k → 11%Jeremiah's Inn: $3k → 11%Jeremiah's Inn: $3k → 11%FRIENDLY HOUSE: $5k → 11%Nashoba Neighbors Inc: $3k → 11%YMCA of Central Mass: $3k → 11%YWCA OF CENTRAL MA: $4k → 11%YWCA of Central MA: $4k → 11%YWCA of Central MA: $4k → 11%YWCA of Central MA: $3k → 11%African Community Education: $3k → 11%YWCA of Central MA: $2k → 11%MUSTARD SEED: $5k → 11%WORCESTER JEWISH COMMUNITY CTR: $5k → 11%WORCESTER JEWISH COMMUNITY CTR: $3k → 11%African Community Education: $3k → 11%African Community Education: $3k → 11%African Community Education: $2k → 11%African Community Education: $2k → 11%MUSTARD SEED: $2k → 11%AFRICAN COMMUNITY EDUCATION: $3k → 11%AFRICAN COMMUNITY EDUCATION: $3k → 11%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

VT
NH
MN
NY
MA
OR
OH
NJ
CT
CO
VA
MD
AZ
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.

80%of every dollar goes to organizations it has funded before.
$1.7M · 132 repeat orgs$421k to everyone else

Grantees it renews have grown median revenue +44% since the first grant, against +39% for those funded once.

132 repeat relationships: 68 still active in FY2024, 64 since wound down; 18 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

132
127

Total granted

$1.7M
$381k

Median revenue growth · since first grant

+44%
+39%

Still filing today

43%
35%

New vs renewed · share of each year

In FY2024, 88% of grant dollars renewed an existing relationship; $40k went to new ones.

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

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

’18’19’20’21’22’23’24
Human ServicesArts & CultureHealthAnimalsEducationYouth 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

  • JH
    JEWISH HEALTHCARE CENTER INC
    6× · 2018–2024 · $47k · revenue +14%
  • FH
    FUREVER HOMES FOR FELINES INC
    5× · 2020–2024 · $44k · revenue +35%
  • JC
    JEWISH COMMUNITY ALLIANCE INC
    6× · 2018–2023 · $43k · revenue +79%

Funded once

  • BA
    Boys and Girls Club
    one grant, 2018 · $10k
  • RH
    Rose Haven Youth Outreach
    one grant, 2018 · $10k
  • IG
    Individual grant recipient
    one grant, 2023 · $10k
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
Worcester Business Development Corp

The worcester business development corporation (wbdc) is a private, non- profit business organization with a public purpose mission to serve as an innovation and leading force in the economic development of the city of worcester and the…

—
2
Worcester Community Cable Access Inc
—
3
Worcester Comm Housing Resource Inc

Worcester Community Housing Resources' mission is to help create and preserve affordable housing and to initiate and support neighborhood revitalization in the greater Worcester area. Since 1994 we have proven ourselves to be a successful…

—
4
Creative Hub Worcester

The organization's mission is to support our local community through providing accessible arts programs, community outreach, culturally focused events, and offering a safe and welcoming space and platform for other arts and…

—
5
Worcester Country Club

The club is established for the purpose of providing athletic exercises including golf, bowling, swimming, tennis, cross country skiing, and other out-of-door sports, and for the establishment and maintenance of facilities for the…

—
6
Worcester Youth and Family Counseling Services Inc

Worcester youth and family services empowers all people, of all ages, toward leading capable, purposeful, responsible, fulfilled lives in healthy families and communities.

Human Services
7
Worcester Regional Chamber of Commerce

The organization is dedicated to being the leading business organization in central massachusetts by providing valuable membership services and programs and events to its members and in advancing and advocating on behalf of economic…

—
8
Worcester Regional Research Bureau Inc

Worcester regional research bureau, inc. serves the public interest of greater worcester by conducting independent, non-partisan research and analysis of public policy issues to promote informed public debate and decision-making.

Public Benefit
9
Worcester Cultural Coaltioninc

The mission of worcester cultural coalition is to draw on worcester's rich and diverse cultural assets to foster economic revitalization, support active, creative engagement for all and promote a strong cultural identity for greater…

Arts & Culture
10
Wellesley Community Childrens Center Inc

Provision of quality education and child care programs and services.

Human Services
11
Worcester County Arts Council Inc

To aid, encourage, advise, and correlate activities dedicated to the promotion of the arts in worcester county, as may be feasible; to integrate such activities into the total life of the community served by the council.

—
12
Aids Project Worcester Inc

Aids project worcester is a nonprofit organization in central massachusetts dedicated to ending the hiv/aids pandemic and fostering wellness through service, advocacy, prevention, education, and collaborative initiatives. we empower and…

Health
How this is measured
The grantee most central to the portfolio’s shape is Jewish Family Service of Metrowest Inc; the most unlike its peers is Icon Museum and Study Center 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

120 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. 120 of the 277 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.

1
Load-bearing (≥25% of a budget)
44
Early backer (in before they grew)
109/120
Grantees still filing
89/120
Grew since first funded

Where the money sits, by cause and then by grantee

Hanover Theatre: $47,500 · OtherSt Mary of the Hills: $45,500 · Other+143 more: $1,197,300 · Other+143 morePRESERVATION WORCESTER INC: $29,500 · Arts & CulturePRESERVATION…Searching For Identity Foundation Inc: $23,500 · Arts & CultureSearching Fo…WORCESTER ART MUSEUM: $22,500 · Arts & CultureWORCESTER AR…CAROLINA DANCE COLLABORATIVE: $16,500 · Arts & CultureCAROLINA DAN…OLD STURBRIDGE INC: $15,500 · Arts & CultureOLD STURBRID…THE WORCESTER CENTER FOR CRAFTS INC: $15,000 · Arts & CultureTHE WORCESTE…WORCESTER NATURAL HISTORY SOCIETY INC: $12,500 · Arts & CultureWORCESTER NA…ARTSWORCESTER INC: $12,500 · Arts & CultureARTSWORCESTE…HILLSIDE RESTORATION PROJECT INC: $10,000 · Arts & CultureMUSIC WORCESTER INC: $10,000 · Arts & CultureWORCESTER CHAMBER MUSIC SOCIETY INC: $10,000 · Arts & CultureJOY OF MUSIC PROGRAM INC: $9,500 · Arts & CultureApple Tree Arts Inc: $9,000 · Arts & Culture+6 more: $22,000 · Arts & Culture+6 moreJEWISH COMMUNITY ALLIANCE INC: $42,500 · Human ServicesJEWISH COM…JEREMIAH'S INN INC: $23,000 · Human ServicesJEREMIAH'S…AFRICAN COMMUNITY EDUCATION PROGRAM INC: $16,500 · Human ServicesAFRICAN CO…YWCA CENTRAL MASSACHUSETTS INC: $15,100 · Human ServicesYWCA CENTR…GROWING PLACES GARDEN PROJECT INC: $10,500 · Human ServicesGROWING PL…FRIENDSHIP HOME INC: $10,000 · Human ServicesFRIENDSHIP…Audio Journal Incorporated: $8,500 · Human ServicesWORCESTER JEWISH COMMUNITY CENTER INC: $7,500 · Human ServicesMUSTARD SEED CATHOLIC WORKER COMMUNITY INC: $7,000 · Human Services+11 more: $44,500 · Human Services+11 moreFUREVER HOMES FOR FELINES INC: $43,500 · AnimalsCenter for Canine Behavior Studies Inc: $36,500 · AnimalsTHE BOXER RESCUE INC: $14,000 · AnimalsWORCESTER ANIMAL RESCUE LEAGUE INC: $10,000 · Animals+1 more: $3,500 · AnimalsJEWISH HEALTHCARE CENTER INC: $46,500 · HealthNEUROACANTHOCYTOSIS ADVOCACY USA INCORPORATED: $17,000 · HealthADVOCATES INC: $5,000 · HealthChildren's Hospital Corporation: $3,000 · Health+3 more: $7,500 · HealthCOMMUNITY LEGAL AID INC: $17,500 · Crime & LegalDISMAS HOUSE OF MASSACHUSETTS INC: $13,500 · Crime & LegalABBY KELLEY FOSTER HOUSE INC: $24,000 · Housing & ShelterWORCESTER COMMON GROUND INC: $6,000 · Housing & Shelter
Other$1,290,300Arts & Culture$218,000Human Services$185,100Animals$107,500Health$79,000Crime & Legal$31,000Housing & Shelter$30,000

Showing the 200 largest grantees by grant value.

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

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetJEWISH HEALTHCARE CENTER INC: $46,500 over 6y, 0.1% of budgetFUREVER HOMES FOR FELINES INC: $43,500 over 5y, 11% of budgetJEWISH COMMUNITY ALLIANCE INC: $42,500 over 6y, 0.1% of budgetCenter for Canine Behavior Studies Inc: $36,500 over 5y, 17% of budgetPRESERVATION WORCESTER INC: $29,500 over 7y, 1.7% of budgetABBY KELLEY FOSTER HOUSE INC: $24,000 over 5y, 0.2% of budgetSearching For Identity Foundation Inc: $23,500 over 5y, 6.4% of budgetJEREMIAH'S INN INC: $23,000 over 7y, 0.3% of budgetWORCESTER ART MUSEUM: $22,500 over 7y, 0.1% of budgetBECKER COLLEGE: $20,500 over 3y, 0.0% of budgetNATIVITY SCHOOL OF WORCESTER INC: $19,000 over 5y, 0.2% of budgetCOMMUNITY LEGAL AID INC: $17,500 over 6y, 0.0% of budgetNEUROACANTHOCYTOSIS ADVOCACY USA INCORPORATED: $17,000 over 4y, 10% of budgetAFRICAN COMMUNITY EDUCATION PROGRAM INC: $16,500 over 7y, 0.5% of budgetCAROLINA DANCE COLLABORATIVE: $16,500 over 4y, 1.8% of budgetOLD STURBRIDGE INC: $15,500 over 5y, 0.0% of budgetYWCA CENTRAL MASSACHUSETTS INC: $15,100 over 5y, 0.0% of budgetTHE WORCESTER CENTER FOR CRAFTS INC: $15,000 over 5y, 0.8% of budgetTHE BOXER RESCUE INC: $14,000 over 6y, 2.2% of budgetCASA PROJECT INC: $14,000 over 5y, 0.3% of budgetBOYS AND GIRLS CLUB OF WORCESTER INC: $13,500 over 2y, 0.3% of budgetDISMAS HOUSE OF MASSACHUSETTS INC: $13,500 over 3y, 0.5% of budgetWORCESTER NATURAL HISTORY SOCIETY INC: $12,500 over 5y, 0.2% of budgetSHREWSBURY PITCHES IN INC: $12,500 over 4y, 7.9% of budgetARTSWORCESTER INC: $12,500 over 6y, 0.9% of budgetGROWING PLACES GARDEN PROJECT INC: $10,500 over 4y, 0.9% of budgetWICN PUBLIC RADIO INC: $10,500 over 5y, 0.8% of budgetFRIENDSHIP HOME INC: $10,000 over 2y, 0.2% of budgetHILLSIDE RESTORATION PROJECT INC: $10,000 over 2y, 9.6% of budgetMUSIC WORCESTER INC: $10,000 over 5y, 0.2% of budgetWORCESTER INTERFAITH INC: $10,000 over 3y, 2.6% of budgetWORCESTER CHAMBER MUSIC SOCIETY INC: $10,000 over 6y, 0.7% of budgetWORCESTER ANIMAL RESCUE LEAGUE INC: $10,000 over 1y, 1.2% of budgetJOY OF MUSIC PROGRAM INC: $9,500 over 5y, 0.2% of budgetApple Tree Arts Inc: $9,000 over 4y, 0.5% of budgetWENDELL P CLARK MEMORIAL YMCA INC: $8,500 over 3y, 0.2% of budgetAudio Journal Incorporated: $8,500 over 4y, 1.1% of budgetINSTITUTE FOR JUDAIC STUDIES: $7,500 over 3y, 9.3% of budgetBE LIKE BRIT FOUNDATION INC: $7,500 over 2y, 0.2% of budgetCOMMUNITY HARVEST PROJECT INC: $7,500 over 3y, 0.4% of budgetWORCESTER JEWISH COMMUNITY CENTER INC: $7,500 over 2y, 0.1% of budgetMUSTARD SEED CATHOLIC WORKER COMMUNITY INC: $7,000 over 2y, 2.7% of budgetWORCESTER HISTORICAL MUSEUM: $6,500 over 3y, 0.5% of budgetWORCESTER YOUTH CENTER INC: $6,000 over 3y, 0.2% of budgetWORCESTER COMMON GROUND INC: $6,000 over 3y, 0.2% of budgetSILK ROAD PROJECT INC: $5,500 over 3y, 0.1% of budgetWORCESTER EARN A BIKE INC: $5,000 over 3y, 5.7% of budgetYOUNG MEN'S CHRISTIAN ASSOCIATION OF COLUMBIA-WILLAMETTE: $5,000 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 JEWISH HEALTHCARE CENTER INC ↗
  • Who funds FUREVER HOMES FOR FELINES INC ↗
  • Who funds JEWISH COMMUNITY ALLIANCE INC ↗
  • Who funds Center for Canine Behavior Studies Inc ↗
  • Who funds PRESERVATION WORCESTER INC ↗
  • Who funds ABBY KELLEY FOSTER HOUSE INC ↗
  • Who funds Searching For Identity Foundation Inc ↗
  • Who funds JEREMIAH'S INN INC ↗
  • Who funds WORCESTER ART MUSEUM ↗
  • Who funds BECKER COLLEGE ↗
  • Who funds NATIVITY SCHOOL OF WORCESTER INC ↗
  • Who funds COMMUNITY LEGAL AID INC ↗
  • Who funds NEUROACANTHOCYTOSIS ADVOCACY USA INCORPORATED ↗
  • Who funds AFRICAN COMMUNITY EDUCATION PROGRAM INC ↗
  • Who funds CAROLINA DANCE COLLABORATIVE ↗
  • Who funds OLD STURBRIDGE INC ↗
  • Who funds YWCA CENTRAL MASSACHUSETTS INC ↗
  • Who funds THE WORCESTER CENTER FOR CRAFTS INC ↗
  • Who funds THE BOXER RESCUE INC ↗
  • Who funds CASA PROJECT 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.

Greater Worcester Com…The Fletcher Foundati…Webster Five Foundati…Stoddard Charitable T…The Fred Harris Danie…The George I Alden Tr…Ruth H & Warren a Ell…United Way of Central…Wyman GordonHoche-Scofield Founda…Coghlin Services FundWoosox Foundation Inc
Greater Worcester Community Foundation IncMA105.7× affinity52 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Greater Worcester Community Foundation Inc · The Fletcher Foundation · Webster Five Foundation Inc · Stoddard Charitable Trust · The Fred Harris Daniels Foundation · The George I Alden Trust · Ruth H & Warren a Ellsworth Foundation · United Way of Central Massachusetts Inc · Wyman Gordon · Hoche-Scofield Foundation-Equity · Coghlin Services Fund · Woosox Foundation 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 Schwartz Charitable Foundation funds: left to right is the share of its income from government, bottom to top the share from Schwartz Charitable Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 440%3%10%23%40%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 8%
  • Employment Options Inc: 100% of income from government
  • Pathways for Change Inc: 86% of income from government
  • New England Village Inc: 68% of income from government
  • Friendship Home Inc: 66% of income from government
  • Advocates Inc: 66% of income from government
  • Worcester Youth Center Inc: 64% of income from government
  • Guild of Saint Agnes of Worcester: 60% of income from government
  • Growing Places Garden Project Inc: 49% of income from government
  • Easter Seals Massachusetts Inc: 45% of income from government
  • Robert F Kennedy Community Alliance Inc: 41% of income from government
  • Newvue Communities Inc: 40% of income from government
  • Audio Journal Incorporated: 35% of income from government
  • Masscreative Inc: 26% of income from government
  • Journey Forward Inc: 20% of income from government
  • Community Harvest Project Inc: 18% of income from government
  • Jewish Healthcare Center Inc: 15% of income from government
  • Fresh Start Furniture Bank Inc: 12% of income from government
  • Jewish Community Alliance Inc: 12% of income from government
  • Worcester Roots Project: 12% of income from government
  • Preservation Worcester Inc: 10% of income from government
  • Children's Hospital Corporation: 10% of income from government
  • Worcester Symphony Orchestra Inc: 9% of income from government
  • Worcester Natural History Society Inc: 8% of income from government
  • Worcester Youth Orchestras Inc: 8% of income from government
  • Friendly House Inc: 8% of income from government
  • Music Worcester Inc: 7% of income from government
  • Roots Rising Inc: 6% of income from government
  • Regional Environmental Council Inc: 6% of income from government
  • Student Clinic for Immigrant Justice Inc: 5% of income from government
  • Community Legal Aid Inc: 5% of income from government
  • Worcester Chamber Music Society Inc: 5% of income from government
  • Worcester Historical Museum: 5% of income from government
  • Silk Road Project Inc: 4% of income from government
  • Old Sturbridge Inc: 4% of income from government
  • The New England Center for Children Inc: 3% of income from government
  • Artsworcester Inc: 2% of income from government
  • Mittleman Jewish Community Center: 2% of income from government
  • Jeremiah's Inn Inc: 2% of income from government
  • Boys and Girls Club of Worcester Inc: 2% of income from government
  • Wicn Public Radio Inc: 1% of income from government
  • Joy of Music Program Inc: 1% of income from government
  • Young Men's Christian Association of Columbia-Willamette: 1% of income from government
  • Worcester Common Ground Inc: 1% of income from government
  • Worcester Art Museum: 1% of income from government
  • Turn Back Time Inc: 1% of income from government
  • Nichols College: 0% of income from government
no gov moneyreceives it· size = income
44get no government money at all
14report government grants on their 990 we could not trace to a source (not plotted)
7rely 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.

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 277 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 Schwartz’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