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Schwartz Foundation at a glance

· Private foundation

Schwartz Foundation

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.

$1.6M
Granted FY2025still arriving
6
Grants FY2025still arriving
3
States reached
$1.0M
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
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 2025.

Education$1.0MCommunity Improvement$800kPhilanthropy$500kArts & Culture$292kHuman Services$100kCivil Rights$5k
02FY2025 · 6 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • $10k–50k1 grant · $30k
  • $50k–250k3 grants · $225k
  • $250k+2 grants · $1.3M
$125,000
Median grant
3
States reached
$6.1M
Total assets
Largest grants
RecipientAmount
ST JOHN'S COLLEGE SANTA FE$1,000,000
COMMUNITY INITIATIVES$300,000
EAST BAY COMMUNITY FOUNDATION$125,000
MILWAUKEE SYMPHONY ORCHESTRA$50,000
OAKLAND SYMPHONY$50,000
WISCONSIN CONSERVATORY OF MUSIC$30,000
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:

Dollar for dollar, its grants (FY17–25) land where the poverty rate runs at 11%, against an area that typically sits at 10%. 100% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%SAN DOMENICO SCHOOL: $2k → 8%COMMUNITY INITIATIVES: $425k → 10%ST JOHN'S COLLEGE SANTA FE: $1.0M → 12%SOUTHERN POVERTY LAW CENTER: $5k → 18%WISCONSIN CONSERVATORY OF MUSIC: $30k → 17%COMMUNITY INITIATIVES: $300k → 10%WISCONSIN CONSERVATORY OF MUSIC: $25k → 17%COMMUNITY INITIATIVES: $50k → 10%WISCONSIN CONSERVATORY OF MUSIC: $25k → 17%EAST BAY COMMUNITY FOUNDATION: $125k → 10%WISCONSIN CONSERVATORY OF MUSIC: $25k → 17%EAST BAY COMMUNITY FOUNDATION: $125k → 10%WISCONSIN CONSERVATORY OF MUSIC: $500 → 17%EAST BAY COMMUNITY FOUNDATION: $125k → 10%MILWAUKEE SYMPHONY ORCHESTRA: $50k → 17%EAST BAY COMMUNITY FOUNDATION: $125k → 10%MILWAUKEE SYMPHONY ORCHESTRA: $50k → 17%OAKLAND SYMPHONY: $50k → 10%Milwaukee Symphony Orchestra: $5k → 17%OAKLAND SYMPHONY: $30k → 10%URBAN STRATEGIES COUNCIL: $25k → 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.
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.

52%of every dollar goes to organizations it has funded before.
$1.1M · 5 repeat orgs$1.1M to everyone else

5 repeat relationships: 4 still active in FY2025, 1 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

5
5

Total granted

$1.1M
$58k

Median revenue growth · since first grant

-26%
+18%

Still filing today

100%
100%

New vs renewed · share of each year

In FY2025, 30% of grant dollars renewed an existing relationship; $1.0M went to new ones.

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

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

’17’18’21’22’23’24’25
Arts & CultureHuman ServicesPhilanthropyCrime & LegalEducationOther
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

  • COMMUNITY INITIATIVES
    3× · 2023–2025 · $775k · revenue +46%
  • WISCONSIN CONSERVATORY OF MUSIC INC
    5× · 2018–2025 · $106k · revenue -28%
  • MILWAUKEE SYMPHONY ORCHESTRA INC
    3× · 2021–2025 · $105k · revenue -40%

Funded once

  • US
    URBAN STRATEGIES COUNCIL
    one grant, 2023 · $25k · revenue -46%
  • GIVEDIRECTLY INC
    one grant, 2022 · $25k · revenue +18%
  • SP
    SOUTHERN POVERTY LAW CENTER INC
    one grant, 2017 · $5k · revenue +10%
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
North Carolina Symphony Society Inc

To be north carolina's state orchestra, an orchestra achieving the highest level of artistic quality and performance standards, and embracing its dual legacies of statewide service and music education.

Arts & Culture
2
Hawaii Symphony Orchestra

To present the highest-quality performances of great music, bringing national and international distinction to the orchestra and its community; to delight and educate audiences of all ages and backgrounds, and enhance the cultural vitality…

Arts & Culture
3
Seattle Symphony Orchestra Inc

To present symphonic music of the highest quality in a distinctive way for the cultural enrichment, education, engagement and enjoyment of the people of our community.

Arts & Culture
4
Bel Canto Chorus of Milwaukee Inc

The mission of bel canto chorus is to connect singers, audiences, and the community through experiences with diverse choral music.

—
5
Cincinnati Chamber Orchestra

Cincinnati Chamber Orchestra (CCO) creates intimate, transformative experiences that connect the musically curious.

Arts & Culture
6
Baltimore Symphony Orchestra Inc

The baltimore symphony orchestra's (bso) mission is to promote, organize, manage and maintain a symphony orchestra for the city of baltimore and the state of maryland and to hold, sponsor, and present musical concerts by the baltimore…

Arts & Culture
7
Boston Philharmonic Orchestra Corporation

The BPO was formed in 1979 to provide opportunities for an evolving community of amateur student and professional players to perform together present challenging classical repertoire & enhance the publics awareness & understanding of this…

Arts & Culture
8
Portland Maine Symphony Orchestra

The portland symphony orchestra (pso) serves our community by enriching lives through music. the pso strives for the highest possible level of artistic quality; inspires children and adults through music education and encourages lifelong…

Arts & Culture
9
Music Institute of Chicago

The music institute of chicago ("music institute") leads people toward a lifelong engagement with music, by providing widely accessible resources for high quality music teaching, performing, and service activities.

Arts & Culture
10
Berkeley Symphony Orchestra

The mission of berkeley symphony is to celebrate our unique and diverse community through music-creating live performances and educational programs to engage the curiosity, spirit, and intellect of our audiences.

Arts & Culture
11
North Carolina Symphony Foundation

To receive and hold the endowment of the north carolina symphony society, inc. (the "society"), solicit additions to the endowment, safeguard assets, and expend funds for the exclusive use and benefit of the society.

Arts & Culture
12
Community Music Center

The mission of community music center is to make high-quality music accessible to people of all ages, backgrounds, and abilities, regardless of financial means. we believe in the power of music to connect people, celebrate cultures and…

Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is East Bay Community Foundation; the most unlike its peers is Urban Strategies Council. 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

11 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. 11 of the 12 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)
11/11
Grantees still filing
6/11
Grew since first funded

Where the money sits, by cause and then by grantee

COMMUNITY INITIATIVES: $775,000 · PhilanthropyCOMMUNITY INITIATIVESEAST BAY COMMUNITY FOUNDATION: $500,000 · PhilanthropyEAST BAY COMMUNITY FOUNDATIONST JOHNS COLLEGE IN SANTA FE: $1,000,000 · OtherST JOHNS COLLEGE IN SANTA FE+1 more: $25,000 · OtherWISCONSIN CONSERVATORY OF MUSIC INC: $105,500 · Arts & CultureWISCONSIN CO…MILWAUKEE SYMPHONY ORCHESTRA INC: $105,000 · Arts & CultureMILWAUKEE SY…EAST BAY PERFORMING ARTS dba OAKLAND SYMPHONY: $80,000 · Arts & CultureEAST BAY PER…+1 more: $1,500 · Arts & CultureGIRLS WHO CODE INC: $75,000 · Human ServicesGIVEDIRECTLY INC: $25,000 · Human ServicesSOUTHERN POVERTY LAW CENTER INC: $5,000 · Crime & LegalSAN DOMENICO SCHOOL: $1,500 · Education
Philanthropy$1,275,000Other$1,025,000Arts & Culture$292,000Human Services$100,000Crime & Legal$5,000Education$1,500

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 budgetCOMMUNITY INITIATIVES: $775,000 over 3y, 0.5% of budgetEAST BAY COMMUNITY FOUNDATION: $500,000 over 4y, 0.4% of budgetWISCONSIN CONSERVATORY OF MUSIC INC: $105,500 over 5y, 0.7% of budgetMILWAUKEE SYMPHONY ORCHESTRA INC: $105,000 over 3y, 0.3% of budgetEAST BAY PERFORMING ARTS dba OAKLAND SYMPHONY: $80,000 over 2y, 1.3% of budgetGIRLS WHO CODE INC: $75,000 over 3y, 0.1% of budgetURBAN STRATEGIES COUNCIL: $25,000 over 1y, 0.7% of budgetGIVEDIRECTLY INC: $25,000 over 1y, 0.0% of budgetSOUTHERN POVERTY LAW CENTER INC: $5,000 over 1y, 0.0% of budgetBellingham Festival of Music: $1,500 over 1y, 0.3% 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.

Donor Advised Charita…Fidelity Investments …Amazonsmile Foundation
Donor Advised Charitable Giving IncCO6.8× affinity5 shared granteesties to 2 of 2Hover any node to trace its alignments.Compare side by side →

Open a dossier: Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · 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 Schwartz Foundation funds: left to right is the share of its income from government, bottom to top the share from Schwartz Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%4%8%11%15%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    6report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–15%
    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 12 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

    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