How much did SWARTZ FOUNDATION TRUST grant in FY2024?

A cause breakdown isn’t shown here: 74% of SWARTZ FOUNDATION TRUST’s grantee dollars go to organizations outside the IRS cause taxonomy (common for large international and research funders), so a chart would be mostly “unclassified” and misrepresent the portfolio.

02beneath the categories

Past the labels — and the year it shifted

Beneath the NTEE codes, this is what the grant descriptions actually say.

…and in their own words, year by year

2018

san franciscofine arts

2019

san francisco

2020

stocksan franciscoeducationalfine artsski snowboard

2021

bostonsanfine artseducational

2022

bostongreatereducational

2023

circuit artscontributionsboston philharmonicorchestrastock

Words distinctive to each year’s grant purposes (TF-IDF) · event-driven terms in cyan.

03FY2024 · 62 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

Under $10k18 grants · $63k
$10k–50k26 grants · $464k
$50k–250k16 grants · $1.2M
$250k+2 grants · $3.0M

$12,000

Median grant

States reached

$114M

Total assets

Largest grants

INTERNATIONAL JUSTICE MISSION$2,500,000
NATIONAL MUSEUM OF WOMEN IN THE ARTS$500,000
GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION$100,000
YMCA OF MARTHA'S VINEYARD INC$100,000
PARTNERS FOR JUSTICE$100,000
PANORAMA GLOBAL$100,000
VINEYARD PRESERVATION TRUST$100,000
INTERNATIONAL JUSTICE MISSION$100,000
BETHEL AME CHURCH35TH ANNIVERSARY$100,000
SUNDANCE INSTITUTE$84,885
US SKI & SNOWBOARD ASSOCIATION$56,000
THE BIOLOGICAL MEDICINE INSTITUTE$50,000
WOMEN IN FILM & VIDEO INC$50,000
ANTI-CORRUPTION FOUNDATION INC$50,000
UTAH FILM CENTER$50,000

02The need

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY17–23, $48k) land where the poverty rate runs at 9% — the area typically sits at 9%. 24% of those dollars reach neighborhoods with above-average need. Your grants skew toward lower-need ZIPs.

grant to an above-average-need area below average· circle size = grant amount

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; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA, United Way ALICE — shown as context about the area, never attributed to your giving.

03Your edge

repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

95%of every dollar goes to organizations you’ve funded before.

$60M · 83 repeat orgs$3.5M to everyone else

83 repeat relationships — 45 still active in FY2024, 38 since wound down; 9 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

Total granted

$60M

$3.0M

Median revenue growth · since first grant

+57%

+73%

Still filing today

51%

56%

New vs renewed · share of each year

In FY2024, 91% of grant dollars renewed an existing relationship; $432k went to new ones.

RenewedFirst-time

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

Arts & CulturePhilanthropyInternationalEducationHealthHuman ServicesOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). 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

CM
CARNEGIE MELLON UNIVERSITY
5× · 2017–2021 · $12M · revenue +23%
IJ
INTERNATIONAL JUSTICE MISSION
8× · 2017–2024 · $5.5M · revenue +82%
CC
CHRISTIAN CENTER OF PARK CITY
8× · 2017–2024 · $2.9M · revenue +58%

Funded once

MV
MARTHAS VINEYARD ARENA INC
one grant, 2017 · $650k
U
USSTF
one grant, 2019 · $518k
PC
POSTSECONDARY COMMISSION INC (COLLEGE 101)
one grant, 2023 · $250k

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

Utah Museum of Contemporary Art

The utah museum of contemporary art believes in the power of the art of our time. through programming, advocacy, and collaboration, we work with artists and communities to build a better world.

Arts & Culture

The Pierpont Morgan Library

Museum and independent research library (see Schedule O)located in the heart of New York City, the Morgan Library & Museum began as the personal library of financier, collector, and cultural benefactor J. Pierpont Morgan (1837-1913). The…

Education

Apollo Theater Foundation Inc

The apollo theater is a commissioner and presenter; catalyst for new artists, audiences, and creative workforce; and partner in the projection of the african american narrative and its role in the development of american and global culture.

Arts & Culture

Ucsf Foundation Investment Company

the organization provides professional investment management services for endowed gifts and financial assets entrusted to the UCSF Foundation.

Education

The Skyscraper Museum

To explore the themes of urban vitality, identity and culture. located in lower manhattan, the museum is the only institution in this country devoted to the story of tall buildings past, present and future. through exhibitions,…

Arts & Culture

San Francisco Conservatory of Music

The conservatory offers undergraduate, graduate and postgraduate musical education.

Education

Monterey Museum of Art

The monterey museum of art cultivates curiosity in the visual arts and engages community with the diversity of california art - past, present, and future.

Arts & Culture

San Diego Museum of Man

Inspiring human connections by exploring the human experience.

Arts & Culture

International Center of Photography

The international center of photography is a center where photographs are collected, protected, researched, and exhibited; a place where students of all ages and accomplishments learn to make images and are challenged by technical and…

Arts & Culture

Massachusetts Museum of Contemporary Art

Creation and operation of world class contemporary art museum and securing related funding.

Education

Museum of the City of New York

The museum of the city of new york fosters understanding of the distinctive nature of urban life in the world's most influential metropolis. it engages visitors by celebrating, documenting, and interpreting the city's past, present, and…

Arts & Culture

New York Foundation for the Arts Inc

To empower artists at critical stages in their creative lives

Arts & Culture

For reference, the grantee most central to the portfolio’s shape is Isabella Stewart Gardner Museum Inc and the most unlike its peers is San Francisco Museum of Modern Art. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side

Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 27 years old; the field is 16. You back the established end — and your money leans older still.

The field is 22% startups (under 5 years old) — 5% of your grantees by number, and just 1% of your money.

Closures · last 5 years

The orgs you fund almost never close — 1% lost their exemption, against 11% of the field you don’t fund.

orgs you fund

1%1/94

the rest of the field

11%

206,163/1,819,471

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

05the grantee network

90 grantees, every filing reconciled, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.

Load-bearing (≥25% of a budget)

Early backer (in before they grew)

88/90

Grantees still filing

73/90

Grew since you first funded

Where your money sits — by cause, then by grantee

Other$47,697,350International$5,687,000Arts & Culture$3,314,610Religion$3,081,910Recreation & Sports$1,913,237Philanthropy$753,000Health$548,000

Each org by its size and your share of it — top-left is where you’re load-bearing

Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Boston Foundation IncMA22.3× affinity12 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Boston Foundation Inc · Martha's Vineyard Bank Charitable · Park City Community Foundation · Sorenson Legacy Foundation · South Mountain Company Foundation · Gretchen V & Samuel M Feldman Private · The New York Community Trust · If Hummingbird Foundation Inc · George S and Dolores Dore · Gs Donor Advised Philanthropy Fund · The Helen Benham Foundation · Caldwell Fisher Family

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organisation SWARTZ FOUNDATION TRUST funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.

2024

’20’21’22’23’24

no gov moneyreceives it· size = income

19get no government money at all

0rely on government for over half their income

⤢ axis zoomed · 0–75%

typical government reliance, FY20–24

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. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not 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 12–24 months.

05Through Plinth

Through Plinth

Your grantmaking, live and operational

This dossier was generated cold from public filings. In Plinth it’s a working system — every applicant assessed and every grant monitored. Here’s a taste, run on one of your grantees: UNION CHAPEL EDUCATIONAL AND CULTURAL INSTITUTE LLC.

Agentic due diligence · confidence × risk

Financial management

insufficient risk

Limited financial data in public filings.

Track record & reputation

low risk

5 years of Form 990 filings, still active.

Legal standing

low risk

US 501(c)(3); EIN 833631791 on file with current IRS Form 990 filings.

Governance

Live in Plinth

Board composition & governance documents — verified live in Plinth from the applicant.

Compliance & sanctions

Live in Plinth

OFAC / UN sanctions screening — run live in Plinth at assessment.

Program capacity

Live in Plinth

Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.

Live · Plinth’s real DD engine

Run the actual assessment on UNION CHAPEL EDUCATIONAL AND CULTURAL INSTITUTE LLC, cold from public data.

Generated live from public IRS filings + open web sources by Plinth’s agentic engine. Shown as an illustration of the product, not a formal assessment.

Post-award monitoring · continuous checks

Awaiting reportFinancial stability— Runway not derivable from filings.
WatchSustained operations— Filing through 2024; revenue contracted over the period.
WatchReliance on your funding— Your grants peaked at 87% of their budget — load-bearing; a dependency Plinth would track.
Awaiting reportEvidence of delivery— Plinth collects the grantee's own monitoring reports post-award.

What you see here is static and public. In Plinth it’s operational — the full six-pillar framework on every applicant (with their own documents + live registry and sanctions checks), monitoring dashboards on every award, custom board reports, and eligibility routing for intake.

Agentic due diligenceMonitoring dashboardsCustom board reportsEligibility routing

Preview generated from this grantee’s public IRS filings and independent reporting. Pillars marked “live in Plinth” require the applicant’s submitted documents. Shown as illustration, not a formal assessment.

Warm introductions · Powered by PlinthPro

How do I get to Swartz Foundation Trust?

Find your warmest path to Swartz Foundation Trust through people who sit on both boards. Search for your organization and Plinth traces the introduction across shared trustees and officers.

Every link is a documented governance overlap in public IRS 990 filings — not a personal network — and each hop carries its own confidence tier. Low-confidence or distant paths are held back rather than guessed.

SWARTZ FOUNDATION TRUST

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

90 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to Swartz Foundation Trust?

More from the funding graph

SWARTZ FOUNDATION TRUST

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

90 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to Swartz Foundation Trust?

More from the funding graph