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· Private foundation

The Bern Schwartz Family 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.

$455k
Granted FY2024still arriving
8
Grants FY2024still arriving
3
States reached
$200k
Largest
01What you fund
01100% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20182024.

Education$7.0MArts & Culture$6.1MPhilanthropy$5.3MHealth$5.2MInternational$400kPublic Benefit$300kSocial Science$5k
02FY2024 · 8 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

  • Under $10k1 grant · $1k
  • $10k–50k4 grants · $87k
  • $50k–250k3 grants · $367k
$25,000
Median grant
3
States reached
$4.8M
Total assets
Largest grants
RecipientAmount
INTERNATIONAL CENTER OF PHOTOGRAPHY$200,000
MAGNUM CULTURAL FOUNDATION$100,000
VICTORIA AND ALBERT MUSEUM AMERICAS FOUNDATION$67,000
JERUSALEM FOUNDATION INC$25,000
INTERNATIONAL CENTER OF PHOTOGRAPHY$25,000
AMERICANS FOR OXFORD INC$22,000
SAN DIEGO MUSEUM OF ART$15,000
THE PHILADELPHIA PHOTO REVIEW$1,000
02The need
03

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.

Your US giving81% of grant dollars ($20M). The need read here covers only this US portion; the 19% that went abroad ($4.6M) is mapped below.

show:

Your human-services grants (FY18–23, $1.8M) land where the poverty rate runs at 6%, against an area that typically sits at 9%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.

area typical 9%MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION: $1.5M → 6%MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION: $100k → 6%MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION: $75k → 6%MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION: $50k → 6%MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION: $50k → 6%MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION: $50k → 6%0%20%40%50%more need →
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 linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

Which US states your grants reach

NY
PA
CT
RI
CA
MD
NM
DC
TX

Beyond the US19% of all-years giving ($4.6M)

1 country, by the recipient’s country on the filing.

grant dollars sentlessmore
United Kingdom$4.6M · 6 grants

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 — shown as context about the area, never attributed to your giving. International giving is mapped by the recipient’s country from the same 990filings; comparable need data isn’t available at that grain.

04

Where the work is directed

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

About 24% of The Bern Schwartz Family Foundation’s grant dollars are earmarked, by their stated purpose, for a different county than the recipient’s own address — money that lands at a nonprofit in one place but is meant to do its work in another.

The Bern Schwartz Family Foundationlessmore of its giving
Placed by recipient address · 37% directed abroad (not shown)

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 foundation’s own 990 grant descriptions.

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.

79%of every dollar goes to organizations you’ve funded before.
$15M · 20 repeat orgs$3.9M to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +34% since the first grant, against +4% for the ones you funded once.

20 repeat relationships — 5 still active in FY2024, 15 since wound down; 2 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

20
9

Total granted

$15M
$3.8M

Median revenue growth · since first grant

+34%
+4%

Still filing today

80%
78%

New vs renewed · share of each year

In FY2024, 78% of grant dollars renewed an existing relationship; $101k went to new ones.

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

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

’18’20’21’22’23’24
Arts & CultureEducationHealthInternationalPhilanthropyHuman 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

  • TB
    THE BASIC FUND
    5× · 2018–2023 · $2.3M · revenue +41%
  • AF
    AMERICAN FEDERATION FOR CHILDREN GROWTH FUND INC
    5× · 2018–2023 · $900k · revenue +10%
  • VA
    VICTORIA AND ALBERT MUSEUM AMERICAS FOUNDATION
    5× · 2020–2024 · $619k · revenue +128%

Funded once

  • TB
    THE BASIC FUND SCHOLARSHIP FOUNDATION
    one grant, 2023 · $1.5M
  • AG
    AMERICAN GASTROENTEROLOGICAL ASSOCIATION INSTITUTE
    one grant, 2023 · $1.4M · revenue +0%
  • AF
    AMERICAN FRIENDS OF THE VICTORIA AND ALBERT MUSEUM
    one grant, 2018 · $688k

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.

1
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

2
Institute for Advanced Study - Louis Bamberger & Mrs Felix Fuld Foundation

The institute for advanced study (the institute) is one of the world's leading centers for theoretical research and intellectual inquiry. see schedule o.

Science & Tech
3
The Trustees of Princeton University

Research, education and general - princeton university is a private not-for-profit, non-sectarian institution of higher learning with approximately 5,700 undergraduate and 3,300 graduate students. 2,500 students graduated in the 2024-2025…

Education
4
President and Fellows of Harvard College

Undergraduate, graduate, and professional education and research across a broad array of academic domains.

Education
5
Massachusetts Institute of Technology

The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.

Education
6
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

7
New York University

Nyu is a private university with approximately 60,000 matriculating students in 20 schools and institutes. nyu's primary missions are education, research and scholarship, and patient care.

Education
8
The Pierpont Morgan Library

The Morgan Library & Museum celebrates and shares the history and process of human creativity from antiquity to the present day through the preservation, study, and interpretation of a dynamic and growing collection.

Education
9
The Uc Davis Foundation

The mission of the uc davis foundation is to secure, steward and manage private gifts for uc davis.

Education
10
Trustees of the University of Pennsylvania

The trustees of the university of pennsylvania (the "university") sees itself as having a public service mission. in such regard, the university aims to provide a rich and diverse educational environment for its students; to pioneer…

Education
11
Berggruen Institute
Education
12
Sterling and Francine Clark Art Institute

See schedule o for the organization's mission statement.please see description for part i, line 1, above.

Arts & Culture

For reference, the grantee most central to the portfolio’s shape is The Basic Fund and the most unlike its peers is Ximed Digestive Disease Research Center. 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.

← shrinkinggrowing →↓ leaning in → pulling backsteadyCommunity Health CentersCancer Support OrganizationsJewish Community FederationsIndependent K-8 SchoolsProfessional Ballet Compani…Community FoundationsGovernment Accountability R…Faith-Based Liberal Arts Co…Community Arts Organizations
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 40 years old; the field is 16. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number22%4%<5yr14%0%5–10yr19%15%10–20yr16%23%20–35yr13%35%35–55yr16%23%55yr+
THE FIELDby orgYOUR MONEYby value22%12%<5yr14%0%5–10yr19%1%10–20yr16%51%20–35yr13%21%35–55yr16%16%55yr+

The field is 22% startups (under 5 years old) — 4% of your grantees by number, and just 12% of your money.

Closures · last 5 years

The orgs you fund almost never close 3% lost their exemption, against 13% of the field you don’t fund.

orgs you fund
3%1/31
the rest of the field
13%
240,395/1,819,534

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

31 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 31 of the 35 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

1
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
29/31
Grantees still filing
21/31
Grew since you first funded

Where your money sits — by cause, then by grantee

VANGUARD CHARITABLE ENDOWMENT PROGRAM — $5,100,000 · PhilanthropyVANGUARD CHARITABLE ENDOWMENT PRO…THE BASIC FUND SCHOLARSHIP FOUNDATION — $1,500,000 · PhilanthropyTHE BASIC FUND SCHOLARSHIP FOUNDA…Pacific Research Institute For Public Policy — $300,000 · Philanthropy+2 more — $210,000 · PhilanthropyCHANCELLOR MASTERS AND SCHOLARS OF THE UNIVERSITY — $4,562,597 · OtherCHANCELLOR MASTERS AND SC…AMERICAN FRIENDS OF THE VICTORIA AND ALBERT MUSEUM — $687,500 · OtherAMERICAN FRIENDS OF THE V…+5 more — $310,000 · Other+5 moreTHE BASIC FUND — $2,330,000 · EducationTHE BASIC FUNDAMERICAN FEDERATION FOR CHILDREN GROWTH FUND INC — $900,000 · EducationAMERICAN FEDERATION …UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION — $496,667 · EducationUNIVERSITY OF CALIFO…THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY — $250,000 · EducationTHE BOARD OF TRUSTEE…+4 more — $322,279 · Education+4 moreAMERICAN GASTROENTEROLOGICAL ASSOCIATION INSTITUTE — $1,388,750 · HealthAMERICAN GAS…PANCREATIC CANCER ACTION NETWORK INC — $1,275,000 · HealthPANCREATIC C…+2 more — $115,000 · HealthMARC LUSTGARTEN PANCREATIC CANCER FOUNDATION — $1,825,000 · Human ServicesINTERNATIONAL CENTER OF PHOTOGRAPHY — $1,125,000 · Arts & CultureAMERICAN FRIENDS OF THE NATIONAL PORTRAIT GALLERY (LONDON) FOUNDATION INC — $250,000 · Arts & CultureMAGNUM CULTURAL FOUNDATION — $100,000 · Arts & CultureNATIONAL DANCE INSTITUTE — $100,000 · Arts & CultureSAN DIEGO MUSEUM OF ART — $75,000 · Arts & Culture+3 more — $2,100 · Arts & CultureVICTORIA AND ALBERT MUSEUM AMERICAS FOUNDATION — $619,000 · InternationalJERUSALEM FOUNDATION INC — $400,000 · International
Philanthropy$7,110,000Other$5,560,097Education$4,298,946Health$2,778,750Human Services$1,825,000Arts & Culture$1,652,100International$1,019,000

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

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetVANGUARD CHARITABLE ENDOWMENT PROGRAM — $5,100,000 over 1y, 0.1% of budgetTHE BASIC FUND — $2,330,000 over 5y, 20% of budgetMARC LUSTGARTEN PANCREATIC CANCER FOUNDATION — $1,825,000 over 5y, 8.7% of budgetAMERICAN GASTROENTEROLOGICAL ASSOCIATION INSTITUTE — $1,388,750 over 1y, 4.3% of budgetPANCREATIC CANCER ACTION NETWORK INC — $1,275,000 over 5y, 1.3% of budgetINTERNATIONAL CENTER OF PHOTOGRAPHY — $1,125,000 over 6y, 2.8% of budgetAMERICAN FEDERATION FOR CHILDREN GROWTH FUND INC — $900,000 over 5y, 4.2% of budgetVICTORIA AND ALBERT MUSEUM AMERICAS FOUNDATION — $619,000 over 5y, 17% of budgetUNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION — $496,667 over 3y, 0.0% of budgetJERUSALEM FOUNDATION INC — $400,000 over 6y, 1.4% of budgetPacific Research Institute For Public Policy — $300,000 over 5y, 1.3% of budgetTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY — $250,000 over 4y, 0.0% of budgetAMERICAN FRIENDS OF THE NATIONAL PORTRAIT GALLERY (LONDON) FOUNDATION INC — $250,000 over 3y, 7.8% of budgetMUSEUM OF PHOTOGRAPHIC ARTS — $155,000 over 5y, 2.5% of budgetMARIN COMMUNITY FOUNDATION — $150,000 over 2y, 0.0% of budgetBRYN MAWR COLLEGE — $125,000 over 1y, 0.1% of budgetMAGNUM CULTURAL FOUNDATION — $100,000 over 1y, 7.6% of budgetNATIONAL DANCE INSTITUTE — $100,000 over 5y, 0.6% of budgetTHE ARMAND HAMMER UNITED WORLD COLLEGE OF THE AMER — $90,000 over 5y, 0.1% of budgetSCRIPPS HEALTH — $90,000 over 5y, 0.0% of budgetSAN DIEGO MUSEUM OF ART — $75,000 over 2y, 0.6% of budgetDONOR ADVISED CHARITABLE GIVING INC — $60,000 over 4y, 0.0% of budgetPOMFRET SCHOOL INCORPORATED — $57,279 over 4y, 0.1% of budgetXIMED DIGESTIVE DISEASE RESEARCH CENTER — $50,000 over 1y, 100% of budgetAMERICANS FOR OXFORD INC — $50,000 over 3y, 0.0% of budgetCROHN'S & COLITIS FOUNDATION INC — $25,000 over 1y, 0.0% of budgetTHE INDEPENDENT INSTITUTE — $5,000 over 1y, 0.1% of budgetTHE PHILADELPHIA PHOTO REVIEW — $1,000 over 1y, 0.7% of budgetMONUMENTS MEN AND WOMEN FOUNDATION — $600 over 1y, 0.1% of budgetPHOTO LEGACY FOUNDATION INC — $500 over 1y, 0.7% of budget
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.

Marin Community FoundationCA14.7× affinity5 shared granteesties to 10 of 10Hover any node to trace its alignments.Compare side by side →

Open a dossier: Marin Community Foundation · Jewish Community Federation of San Francisco the Peninsula Marin & Sonoma · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · Jewish Communal Fund · American Endowment Foundation · National Philanthropic Trust · Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · American Online Giving Foundation Inc · Amazonsmile Foundation

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 organization The Bern Schwartz Family Foundation 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 or a single department — and drag the year to watch it move.

2024
202122232425
no gov · 30%1%5%11%20%your share of their income ↑0%5%10%15%20%share of the org’s income from governmentmedian 3%
  • American Gastroenterological Association Institute3% of income from government
no gov moneyreceives it· size = income
3get no government money at all
1report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–20%
typical government reliance, FY2025

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 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

Warm introductions · Powered by PlinthPlus

How do I get to The Bern Schwartz Family Foundation?

Find your warmest path to The Bern 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 directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 35 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your 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. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

More from the funding graph