Skip to content
Schwartz Morris Foundation at a glance

· Private foundation

Schwartz Morris Foundation

Its FY2025 filing reports that it accepted unsolicited grant applications.

$51k
Granted FY2025still arriving
13
Grants FY2025still arriving
6
States reached
$25k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0198% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2025.

Education$137kHealth$51kRecreation & Sports$46kAnimals$20kFood & Nutrition$9kHuman Services$9kHousing & Shelter$8kYouth Development$5kOther$0
02FY2025 · 13 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k12 grants · $26k
  • $10k–50k1 grant · $25k
$2,000
Median grant
6
States reached
$703k
Total assets
Largest grants
RecipientAmount
SKIDMORE COLLEGE$25,000
SPCA OF WAKE COUNTY$7,000
AMERICAN HEART ASSOCIATION$5,000
OAK CITY CARES$2,000
CASTING CAROLINAS$2,000
HOPE CENTER AT PULLEN PARK$2,000
GREEN CHAIR PROJECT$2,000
FOOD BANK OF CENTRALEASTERN NC$2,000
TISCH BRAIN TUMOR CENTER$1,000
IMMIGRANT DEFENDER'S LAW CENTER$1,000
OPERATION SMILE$1,000
SANDY ROLLMAN OVARIAN CANCER FDN$500
CHALLENGE TO CONQUER CANCER$250
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 (FY20–25, $17k) land where the poverty rate runs at 11%, against an area that typically sits at 11%. 58% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%CASTING CAROLINAS: $3k → 12%THE INNOCENCE PROJECT: $1k → 17%CASTING CAROLINAS: $3k → 12%CASTING CAROLINAS: $2k → 12%CASTING CAROLINAS: $1k → 12%INTERFAITH FOOD SHUTTLE: $1k → 8%READ & FEED: $1k → 8%GREEN CHAIR PROJECT: $2k → 8%THE GREEN CHAIR PROJECT: $1k → 8%THE GREEN CHAIR PROJECT: $1k → 8%THE GREEN CHAIR PROJECT: $1k → 8%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.
04

Where the work is directed

The same grants placed two ways: where each recipient sits, and where its stated purpose sends the money.

About 19% of Schwartz Morris Foundation’s grant dollars are earmarked for a different county than the recipient’s own address. By recipient address, 52% of the giving stays in NC; by stated purpose, 34%.

Schwartz Morris Foundationlessmore of its giving
Placed by recipient address
How this is measured
Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

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

92%of every dollar goes to organizations it has funded before.
$268k · 11 repeat orgs$23k to everyone else

11 repeat relationships: 8 still active in FY2025, 3 since wound down; 5 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

11
16

Total granted

$268k
$18k

Median revenue growth · since first grant

+19%
+25%

Still filing today

82%
50%

New vs renewed · share of each year

In FY2025, 91% of grant dollars renewed an existing relationship; $5k went to new ones.

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

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

’20’21’22’23’24’25
Human ServicesHealthEducationFood & NutritionAnimalsHousing & ShelterOther
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

  • SC
    SKIDMORE COLLEGE
    6× · 2020–2025 · $135k · revenue +19%
  • AH
    American Heart Association Inc
    5× · 2020–2025 · $35k · revenue +53%
  • SF
    SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS WAKE COUNTY INC
    4× · 2021–2025 · $19k · revenue +12%

Funded once

  • DU
    DUKE UNIV ANGELS AMONG US
    one grant, 2022 · $5k
  • BT
    BRAIN TUMOR CENTER AT DUKE
    one grant, 2020 · $2k
  • CA
    CONTEMPORARY ART MUSEUM
    one grant, 2021 · $1k
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
Safe Haven for Cats

The mission of safe haven for cats is to use no-kill principles and education to save cats' lives through rescue, adoption, spay/neuter services and community programs.

Animals
2
Care Share Health Alliance Inc

Care share health alliance is a north carolina-based nonprofit organization advancing community health and wellbeing through systems change. guided by the mission of collaborating for health and a vision of communities that are healthy and…

Health
3
Cancer Research and Biostatistics

To help conquer cancer and other diseases through the application of biostatistical principles and innovative data management methods.

Health
4
National Comprehensive Cancer Network

To define and advance quality, effective, equitable, and accessible cancer care and prevention so all people can live better lives.

Health
5
American Cancer Society Inc

Improve the lives of people with cancer and their families through advocacy, research, and patient support, to ensure everyone has an opportunity to prevent, detect, treat, and survive cancer.

Health
6
North Carolina Biotechnology Center

The north carolina biotechnology center aids the biotechnology-related efforts of researchers, businesses, state and federal governments, and other agencies primarily through awards of grants and loans related to specific programs and…

Science & Tech
7
National Committee for Quality Assurance

Our mission: to improve the quality of health care.our vision: better health care. better choices. better health.

Health
8
Community Care of North Carolina Inc

To foster and enhance quality, efficiency and access to health care services for patients in need of such services, particularly patient populations that are vulnerable and/or underserved.

Health
9
Hospice & Palliative Care Charlotte Region

Our mission is to relieve suffering and improve the quality and dignity of life through compassionate hospice care at the end of life, palliative care for those with advanced illness, and through community education.

Human Services
10
Advance Community Health Inc

To deliver quality, compassionate primary health care. every patient. every time. in response to the needs of our communities.

Health
11
Lung Cancer Initiative

Our mission is to advance survivorship and provide support to those affected by lung cancer through research, education, and access programs.

Health
12
The Resiliency Collaborative Inc

Trc partners with bipoc youth and their ecosystems to strengthen their sense of identity, belonging, and purpose so they can create a healthier, more equitable wake county.

Education
How this is measured
The grantee most central to the portfolio’s shape is Read and Feed; the most unlike its peers is Challenge to Conquer Cancer. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
05the 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 32 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

SKIDMORE COLLEGE: $135,000 · EducationSKIDMORE COLLEGE+1 more: $1,000 · EducationNORTH CAROLINA HIGH SCHOOL ATHLETIC ASSOCIATION INC: $45,000 · Recreation & SportsNORTH CAROLINA HI…American Heart Association Inc: $35,100 · HealthAmerican Heart…+2 more: $1,250 · HealthHOPE CENTER AT PULLEN PARK: $5,000 · OtherHOPE CENTER …DUKE UNIV ANGELS AMONG US: $5,000 · OtherDUKE UNIV AN…TISCH BRAIN TUMOR CENTER: $3,000 · OtherTISCH BRAIN …BRAIN TUMOR CENTER AT DUKE: $2,000 · OtherBRAIN TUMOR …FOOD BANK OF CENTRALEASTERN NC: $2,000 · OtherFOOD BANK OF…FOOD BANK OF CENTRAL & EASTERN NC INC: $3,000 · OtherFOOD BANK OF…A PLACE AT THE TABLE: $3,000 · OtherA PLACE AT T…+11 more: $8,700 · Other+11 moreSOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS WAKE COUNTY INC: $19,000 · Animals+1 more: $250 · AnimalsCasting Carolinas Inc: $8,500 · Human ServicesTHE GREEN CHAIR PROJECT: $5,000 · Human ServicesINTER-FAITH FOOD SHUTTLE: $1,000 · Human ServicesREAD AND FEED: $1,000 · Human ServicesTHE INNOCENCE PROJECT INC: $1,000 · Human ServicesOAK CITY CARES INC: $6,000 · Housing & Shelter
Education$136,000Recreation & Sports$45,000Health$36,350Other$31,700Animals$19,250Human Services$16,500Housing & Shelter$6,000

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 budgetSKIDMORE COLLEGE: $135,000 over 6y, 0.0% of budgetNORTH CAROLINA HIGH SCHOOL ATHLETIC ASSOCIATION INC: $45,000 over 2y, 0.4% of budgetAmerican Heart Association Inc: $35,100 over 5y, 0.0% of budgetSOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS WAKE COUNTY INC: $19,000 over 4y, 0.1% of budgetCasting Carolinas Inc: $8,500 over 4y, 4.0% of budgetOAK CITY CARES INC: $6,000 over 4y, 0.2% of budgetTHE GREEN CHAIR PROJECT: $5,000 over 4y, 0.0% of budgetFOOD BANK OF CENTRAL & EASTERN NC INC: $3,000 over 3y, 0.0% of budgetA PLACE AT THE TABLE: $3,000 over 3y, 0.1% of budgetUNION THEOLOGICAL SEMINARY: $1,000 over 1y, 0.0% of budgetTRIANGLE FAMILY SERVICES INC: $1,000 over 1y, 0.0% of budgetINTER-FAITH FOOD SHUTTLE: $1,000 over 1y, 0.0% of budgetREAD AND FEED: $1,000 over 1y, 0.2% of budgetImmigrant Defenders Law Center: $1,000 over 1y, 0.0% of budgetOPERATION SMILE INC: $1,000 over 1y, 0.0% of budgetTHE INNOCENCE PROJECT INC: $1,000 over 1y, 0.0% of budgetLGBT CENTER OF RALEIGH INC: $1,000 over 1y, 0.2% of budgetTHE CARING COMMUNITY FOUNDATION INC: $1,000 over 1y, 0.6% of budgetCHALLENGE TO CONQUER CANCER: $250 over 1y, 0.1% of budgetNEW HANOVER HUMANE SOCIETY INC: $250 over 1y, 0.4% 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.

Triangle Community Fo…Duke Energy FoundationNorth Carolina Commun…Mann Family FoundationW Trent Ragland Jr Fo…United Way of the Gre…Bell Schaefer Family …Bell Cook Family Foun…A E Finley Foundation…John Rex EndowmentCarolina Hurricanes F…Bell Koonce Burnette …
Triangle Community Foundation IncNC21.3× affinity8 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Triangle Community Foundation Inc · Duke Energy Foundation · North Carolina Community Foundation · Mann Family Foundation · W Trent Ragland Jr Foundation · United Way of the Greater Triangle Inc · Bell Schaefer Family Foundation · Bell Cook Family Foundation · A E Finley Foundation Inc · John Rex Endowment · Carolina Hurricanes Foundation · Bell Koonce Burnette 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 Morris Foundation funds: left to right is the share of its income from government, bottom to top the share from Schwartz Morris 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%8%15%22%30%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get 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 · 0–30%
    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 32 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 Morris’ 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