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· 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.

$89k
Granted FY2025still arriving
27
Grants FY2025still arriving
7
States reached
$16k
Largest
01What it funds
0184% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Education$169kReligion$85kCivil Rights$77kPhilanthropy$41kHuman Services$23kHealth$18kInternational$15kScience & Tech$15kOther$0
02FY2025 · 27 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k24 grants · $46k
  • $10k–50k3 grants · $44k
$1,000
Median grant
7
States reached
$330k
Total assets
Largest grants
RecipientAmount
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
Individual grant recipient$2,500
INTERVAL HOUSE$2,500
Individual grant recipient$2,000
JAFCO$1,500
Individual grant recipient$1,092
COLCHESTER CARES$1,000
DEERFIELD ACADEMY$1,000
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:

Its 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 its grants land in higher-need ZIPs.

area typical 8%LUSTGARTEN FOUNDATION: $250 → 6%WOUNDED WARRIORS PROJECT: $500 → 14%WOUNDED WARRIORS PROJECT: $500 → 14%WOUNDED WARRIORS PROJECT: $500 → 14%WOUNDED WARRIORS PROJECT: $500 → 14%WOUNDED WARRIORS PROJECT: $500 → 14%WOUNDED WARRIORS PROJECT: $500 → 14%WOUNDED WARRIORS PROJECT: $250 → 14%JEWISH COMMUNITY FOUNDATION: $500 → 11%JEWISH COMMUNITY FOUNDATION: $500 → 11%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.

Which US states its grants reach

NH
IL
NY
MA
PA
CT
CA
MO
VA
MD
KS
DC
GA
TX
FL
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.

87%of every dollar goes to organizations it has funded before.
$575k · 36 repeat orgs$86k to everyone else

Grantees it renews have grown median revenue +30% since the first grant, against +11% for those 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

Re-uppedFunded once

Organizations

36
58

Total granted

$575k
$81k

Median revenue growth · since first grant

+30%
+11%

Still filing today

47%
45%

New vs renewed · share of each year

In FY2025, 94% of grant dollars renewed an existing relationship; $5k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

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

’17’18’19’20’21’22’23’24’25
EducationArts & CultureHealthInternationalCivil RightsHuman ServicesOther
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

  • TN
    THE NAGEN PROJECT INC
    6× · 2020–2025 · $66k · revenue +210%
  • TU
    THE UNIVERSITY OF CONNECTICUT FOUNDATION INC
    5× · 2017–2024 · $61k · revenue +79%
  • MP
    MISS PORTER'S SCHOOL INC
    5× · 2017–2021 · $50k · revenue +94%

Funded once

  • FO
    FRIENDS OF CHABAD ASSOCIATION
    one grant, 2018 · $8k
  • HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFEgraduated
    one grant, 2021 · $7k · revenue +56%
  • IG
    Individual grant recipient
    one grant, 2018 · $5k
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
University of New Haven

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…

Education
2
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
3
University of Hartford

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.

Education
4
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
5
Furman University

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.

Education
6
Stony Brook Internists University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
7
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.

—
8
Fordham University

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.

Education
9
Neurology Associates of Stony Brook University Faculty Practice Corp

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
10
Northeast College of Health Sciences

Northeast college of health sciences (the college) is committed to academic excellence, leadership, and professional best practices in the health sciences.

Education
11
Stony Brook Surgical Associates University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
12
Stony Brook Urology University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
How this is measured
The grantee most central to the portfolio’s shape is The Nagen Project Inc; 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.
04the grantee network

52 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. 52 of the 106 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.

1
Load-bearing (≥25% of a budget)
10
Early backer (in before they grew)
50/52
Grantees still filing
39/52
Grew since first funded

Where the money sits, by cause and then by grantee

Individual grant recipient: $133,500 · OtherIndividual grant recipientIndividual grant recipient: $54,910 · OtherIndividual grant recipientBACON ACADEMY: $32,750 · OtherBACON ACADEMYCHABAD HOUSE OF GREATER HARTFORD: $28,940 · OtherCHABAD HOUSE OF GREATER HARTFORDCHABAD EAST OF THE RIVER: $24,000 · OtherCHABAD EAST OF THE RIVERJAFCO: $23,160 · OtherJAFCO+71 more: $125,441 · Other+71 moreTHE UNIVERSITY OF CONNECTICUT FOUNDATION INC: $60,500 · EducationTHE UNIVERSITY OF CONNEC…MISS PORTER'S SCHOOL INC: $50,000 · EducationMISS PORTER'S SCHOOL INCPresident and Fellows of Harvard College: $15,000 · EducationPresident and Fellows of…KINGSWOOD OXFORD SCHOOL INC: $6,000 · EducationBRANDEIS UNIVERSITY: $5,000 · Education+5 more: $11,850 · Education+5 moreTHE NAGEN PROJECT INC: $66,000 · Civil RightsTHE NAGEN P…COMBAT HATE FOUNDATION: $5,000 · Civil RightsCOMBAT HATE…+1 more: $100 · Civil RightsJEWISH FEDERATION OF GREATER HARTFORD: $11,715 · PhilanthropyJEWISH COMMUNITY FOUNDATION OF GREATER HARTFORD INC: $2,990 · PhilanthropyALEXANDER FRANKLIN CHARITABLE FDN: $2,500 · PhilanthropyJEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC: $1,100 · Philanthropy+1 more: $100 · PhilanthropyTHE LAWFARE PROJECT INC: $5,000 · InternationalFoundation for the Defense of Democracies Inc: $5,000 · InternationalAMERICARES FOUNDATION INC: $3,000 · InternationalFRIENDS OF THE ISRAEL DEFENSE FORCES: $1,000 · InternationalAMERICAN FRIENDS OF MAGEN DAVID ADOM: $1,000 · InternationalMartin House Inc: $4,500 · HealthAmerican Heart Association Inc: $3,500 · HealthARTHRITIS FOUNDATION INC: $2,000 · HealthPROJECT SUNSHINE INC: $1,000 · HealthCONNECTICUT BRAIN TUMOR ALLIANCE INC: $500 · HealthTHE BOYS AND GIRLS CLUBS OF HARTFORD: $11,000 · Youth Development
Other$422,701Education$148,350Civil Rights$71,100Philanthropy$18,405International$15,000Health$11,500Youth Development$11,000

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 budgetTHE NAGEN PROJECT INC: $66,000 over 6y, 1.0% of budgetTHE UNIVERSITY OF CONNECTICUT FOUNDATION INC: $60,500 over 5y, 0.0% of budgetMISS PORTER'S SCHOOL INC: $50,000 over 5y, 0.0% of budgetPresident and Fellows of Harvard College: $15,000 over 3y, 0.0% of budgetJEWISH FEDERATION OF GREATER HARTFORD: $11,715 over 7y, 0.0% of budgetTHE BOYS AND GIRLS CLUBS OF HARTFORD: $11,000 over 4y, 0.1% of budgetHILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE: $7,000 over 1y, 0.0% of budgetKINGSWOOD OXFORD SCHOOL INC: $6,000 over 2y, 0.0% of budgetINTEGRITY FIRST FOR AMERICA INC: $6,000 over 2y, 0.1% of budgetBRANDEIS UNIVERSITY: $5,000 over 1y, 0.0% of budgetTHE LAWFARE PROJECT INC: $5,000 over 1y, 0.1% of budgetNEW BRITAIN MUSEUM OF AMERICAN ART INC: $5,000 over 1y, 0.2% of budgetFoundation for the Defense of Democracies Inc: $5,000 over 1y, 0.0% of budgetCOMBAT HATE FOUNDATION: $5,000 over 1y, 0.1% of budgetTHE BERKSHIRE SCHOOL INC: $4,500 over 3y, 0.0% of budgetMartin House Inc: $4,500 over 9y, 0.0% of budgetHARTFORD INTERVAL HOUSE INC: $4,250 over 3y, 0.1% of budgetTRUSTEES OF DEERFIELD ACADEMY: $4,250 over 7y, 0.0% of budgetAmerican Heart Association Inc: $3,500 over 3y, 0.0% of budgetWOUNDED WARRIOR PROJECT INC: $3,250 over 7y, 0.0% of budgetAMERICARES FOUNDATION INC: $3,000 over 1y, 0.0% of budgetJEWISH COMMUNITY FOUNDATION OF GREATER HARTFORD INC: $2,990 over 4y, 0.0% of budgetALEXANDER FRANKLIN CHARITABLE FDN: $2,500 over 8y, 5.4% of budgetRENBROOK SCHOOL INC: $2,500 over 3y, 0.0% of budgetARTHRITIS FOUNDATION INC: $2,000 over 1y, 0.0% of budgetColchester Baseball and Softball League Inc: $1,950 over 5y, 0.5% of budgetJEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC: $1,100 over 1y, 0.0% of budgetFRIENDS OF THE ISRAEL DEFENSE FORCES: $1,000 over 1y, 0.0% of budgetCHRISTOPHER COFFLAND MEMORIAL FUND INC: $1,000 over 1y, 0.1% of budgetFOODSHARE INC: $1,000 over 1y, 0.0% of budgetPROJECT SUNSHINE INC: $1,000 over 1y, 0.0% of budgetAMERICAN FRIENDS OF MAGEN DAVID ADOM: $1,000 over 1y, 0.0% of budgetTHE JEWISH COMMUNITY FOUNDATION INC: $1,000 over 2y, 80% of budgetGOODSPEED OPERA HOUSE FOUNDATION INC: $1,000 over 3y, 0.0% of budgetPAN-MASSACHUSETTS CHALLENGE INC: $900 over 5y, 0.0% of budgetCOLCHESTER HAYWARD VOLUNTEER FIRE COMPANY: $500 over 1y, 0.5% of budgetNATIONAL EATING DISORDERS ASSOCIATION: $500 over 1y, 0.0% of budgetCONNECTICUT PUBLIC BROADCASTING INC: $500 over 1y, 0.0% of budgetCONNECTICUT BRAIN TUMOR ALLIANCE INC: $500 over 1y, 0.3% of budgetHILLEL OF BROWARD AND PALM BEACH INC: $360 over 1y, 0.0% of budgetWORCESTER ACADEMY: $350 over 2y, 0.0% of budgetMARC LUSTGARTEN PANCREATIC CANCER FOUNDATION: $250 over 1y, 0.0% of budgetGOODWIN FOUNDATION INC: $250 over 1y, 0.0% of budgetPRO BONO PARTNERSHIP INC: $200 over 1y, 0.0% of budgetWHITNEY MUSEUM OF AMERICAN ART: $125 over 1y, 0.0% of budgetOSHER LIFELONG LEARNING INSTITUTE at GEORGE MASON UNIVERSITY: $100 over 1y, 0.0% of budgetANTI-DEFAMATION LEAGUE: $100 over 1y, 0.0% of budgetCRAGIN MEMORIAL LIBRARY: $100 over 1y, 0.7% 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.

  • 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 KINGSWOOD OXFORD SCHOOL INC ↗
  • Who funds INTEGRITY FIRST FOR AMERICA INC ↗
  • Who funds BRANDEIS UNIVERSITY ↗
  • Who funds THE LAWFARE PROJECT INC ↗
  • Who funds NEW BRITAIN MUSEUM OF AMERICAN ART INC ↗
  • Who funds Foundation for the Defense of Democracies Inc ↗
  • Who funds COMBAT HATE FOUNDATION ↗
  • 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 ↗
  • Who funds ALEXANDER FRANKLIN CHARITABLE FDN ↗

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.

Sandra & Arnold Chase Family Foundation IncCT24.1× affinity9 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

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

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 The Carla and Stephen Schwartz Family Foundation Inc funds: left to right is the share of its income from government, bottom to top the share from The Carla and Stephen Schwartz Family Foundation Inc. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 200%6%23%51%90%funder's share of their income ↑0%15%30%45%60%share of the org’s income from government →median 3%
  • 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
no gov moneyreceives it· size = income
20get no government money at all
4report government grants on their 990 we could not trace to a source (not plotted)
1rely on government for over half their income
⤢ axis zoomed · 0–60%
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 106 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 Carla and Stephen Schwartz Family’s filings →

More from the funding graph