· Private foundation
The Carla and Stephen Schwartz Family Foundation Inc
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.
What you funded, over time
By grantee IRS cause code (NTEE).
A cause breakdown isn’t shown here: 58% of THE CARLA AND STEPHEN SCHWARTZ FAMILY FOUNDATION INC’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2025
- Under $10k24 grants · $46k
- $10k–50k3 grants · $44k
| Recipient | Amount |
|---|---|
| Individual grant recipient | $16,000 |
| THE NAGEN PROJECT | $15,000 |
| CHABAD EAST OF THE RIVER | $12,500 |
| BACON ACADEMY | $7,500 |
| Individual grant recipient | $6,428 |
| CHABAD HOUSE OF GREATER HARTFORD | $5,500 |
| BRANDEIS UNIVERSITY | $5,000 |
| JEWISH FEDERATION OF GREATER HARTFORD | $4,500 |
| INTERVAL HOUSE | $2,500 |
| Individual grant recipient | $2,500 |
| Individual grant recipient | $2,000 |
| JAFCO | $1,500 |
| Individual grant recipient | $1,092 |
| COLCHESTER CARES | $1,000 |
| DEERFIELD ACADEMY | $1,000 |
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 human-services grants (FY19–25, $5k) land where the poverty rate runs at 13%, against an area that typically sits at 8%. 94% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
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
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.
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.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +30% since the first grant, against +11% for the ones you funded once.
36 repeat relationships — 19 still active in FY2025, 17 since wound down; 5 grantees were first funded in FY2025 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2025, 94% of grant dollars renewed an existing relationship; $5k went to new ones.
Where new relationships form · theme of each grantee’s first grant
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
- TNTHE NAGEN PROJECT INC6× · 2020–2025 · $66k · revenue +210%
- TUTHE UNIVERSITY OF CONNECTICUT FOUNDATION INC5× · 2017–2024 · $61k · revenue +79%
- MPMISS PORTER'S SCHOOL INC5× · 2017–2021 · $50k · revenue +94%
Funded once
- FOFRIENDS OF CHABAD ASSOCIATIONone grant, 2018 · $8k
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFEgraduatedone grant, 2021 · $7k · revenue +56%- CHCOMBAT HATE FOUNDATIONgraduatedone grant, 2022 · $5k · revenue +188%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
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.
The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…
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…
Dedicated to learning, personal growth, knowledge creation, and the betterment of society. the university engages students in aquiring the knowledge, skills, and values necessary to thrive in and contribute to a pluralistic, complex world.
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.
The primary mission of furman as a liberal arts institution is to provide a distinctive education in fine arts, humanities, social sciences, mathematics and the sciences, as well as selected professional disciplines.
Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.
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.
Fordham university, the jesuit university of new york, is committed to the discovery of wisdom and the transmission of learning, through research and through education of the highest quality. for more information, see schedule o.
Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.
Northeast college of health sciences (the college) is committed to academic excellence, leadership, and professional best practices in the health sciences.
Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.
Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.
For reference, the grantee most central to the portfolio’s shape is The Nagen Project Inc and the most unlike its peers is Whitney Museum of American 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.
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 43 years old; the field is 21. You back the established end — and your money leans older still.
The field is 18% startups (under 5 years old) — 8% of your grantees by number, and just 1% of your money.
The orgs you fund almost never close — 2% lost their exemption, against 10% of the field you don’t fund.
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.
52 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 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 52 of the 106 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.
Where your money sits — by cause, then by grantee
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.
- Who funds THE NAGEN PROJECT INC ↗
- Who funds THE UNIVERSITY OF CONNECTICUT FOUNDATION INC ↗
- Who funds MISS PORTER'S SCHOOL INC ↗
- Who funds President and Fellows of Harvard College ↗
- Who funds JEWISH FEDERATION OF GREATER HARTFORD ↗
- Who funds THE BOYS AND GIRLS CLUBS OF HARTFORD ↗
- Who funds HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE ↗
- Who funds INTEGRITY FIRST FOR AMERICA INC ↗
- Who funds KINGSWOOD OXFORD SCHOOL INC ↗
- Who funds BRANDEIS UNIVERSITY ↗
- Who funds COMBAT HATE FOUNDATION ↗
- Who funds Foundation for the Defense of Democracies Inc ↗
- Who funds NEW BRITAIN MUSEUM OF AMERICAN ART INC ↗
- Who funds THE LAWFARE PROJECT INC ↗
- Who funds THE BERKSHIRE SCHOOL INC ↗
- Who funds Martin House Inc ↗
- Who funds HARTFORD INTERVAL HOUSE INC ↗
- Who funds TRUSTEES OF DEERFIELD ACADEMY ↗
- Who funds American Heart Association Inc ↗
- Who funds WOUNDED WARRIOR PROJECT INC ↗
- Who funds AMERICARES FOUNDATION INC ↗
- Who funds JEWISH COMMUNITY FOUNDATION OF GREATER HARTFORD INC ↗
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.
Open a dossier: Sandra & Arnold Chase Family Foundation Inc · Aetna Foundation Inc · Hartford Foundation for Public Giving · Cheryl Chase & Stuart Bear Family Foundation Inc · The Zachs Family Foundation Inc · Burton & Phyllis Hoffman Foundation Inc · Liberty Bank Foundation Inc · Combined Jewish Philanthropies of Greater Boston Inc · Edgemer Foundation Inc · Andrew J & Joyce D Mandell Family Foundation Inc · The Robert & Margaret Patricelli Family Foundation · The William and Alice Mortensen 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 Carla and Stephen Schwartz Family Foundation Inc 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.
- Martin House Inc — 53% of income from government
- The Boys and Girls Clubs of Hartford — 20% of income from government
- Brandeis University — 9% of income from government
- President and Fellows of Harvard College — 7% of income from government
- New Britain Museum of American Art Inc — 7% of income from government
- Hartford Stage Company Inc — 3% of income from government
- Connecticut Public Broadcasting Inc — 3% of income from government
- Goodspeed Opera House Foundation Inc — 0% of income from government
- Americares Foundation Inc — 0% of income from government
- Kingswood Oxford School Inc — 0% of income from government
- Pan-Massachusetts Challenge Inc — 0% of income from government
- Wounded Warrior Project Inc — 0% of income from government
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.