Skip to content
Plinth
Foundation Dossiers
Plinth

· Private foundation

The Donna and Marvin Schwartz Foundation

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.

$9.4M
Granted FY2025still arriving
23
Grants FY2025still arriving
7
States reached
$7.3M
Largest
01What you fundRead
02The needRead
03Your edgeRead
04Your fieldRead
05Through PlinthRead
01What you fund
01

What you funded, over time

By grantee IRS cause code (NTEE).

A cause breakdown isn’t shown here: 70% of THE DONNA AND MARVIN SCHWARTZ FOUNDATION’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.

02FY2025 · 23 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2025

  • Under $10k15 grants · $43k
  • $10k–50k6 grants · $78k
  • $250k+2 grants · $9.3M
$5,000
Median grant
7
States reached
$208M
Total assets
Largest grants
RecipientAmount
FIDELITY CHARITABLE SERVICES$7,250,000
JEWISH COMMUNAL FUND$2,000,000
MECOX BAY CONSERVANCY$25,000
NEW YORK HISTORICAL SOCIETY$13,000
TROOPATHON$10,000
PHOENIX HOUSE$10,000
CONGREGATION KEHILATH JESHURUN$10,000
Individual grant recipient$10,000
AMERICAN FRIENDS OF PETACH$8,000
THE BRUCE MUSEUM$7,610
THE METROPOLITAN OPERA ASSOCIATION INC$5,574
POLICE BENEVOLENT ASSOC TOWN OF BEDFORD$5,000
JUPITER ISLAND PUBLIC SAFETY DEPARTMENT$5,000
MIANUS RIVER GORGE INC$4,000
DAVIDSON COLLEGE$2,500
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.

show:

Your human-services grants (FY18–25, $51k) land where the poverty rate runs at 12%, against an area that typically sits at 10%. 89% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 10%WOUNDED WARRIOR PROJECT INC: $10k → 14%EAST END HOSPICE: $3k → 7%WOUNDED WARRIOR PROJECT: $10k → 14%BOCA WEST CHILDREN'S FOUNDATION: $10k → 11%BOCA WEST COMMUNITY CHARITABLE FOUNDATION INC: $10k → 11%NEIGHBORS LINK CORP: $1k → 9%NEIGHBORS LINK: $500 → 9%NEIGHBORS LINK: $500 → 9%NEIGHBORS LINK: $500 → 9%UNION SETTLEMENT ASSOC: $5k → 17%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

IL
NY
MA
OH
PA
NJ
CT
CA
VA
NM
NC
DC
GA
TX
FL

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.

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.

96%of every dollar goes to organizations you’ve funded before.
$40M · 66 repeat orgs$1.5M to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +27% since the first grant, against +18% for the ones you funded once.

66 repeat relationships — 15 still active in FY2025, 51 since wound down; 7 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

66
90

Total granted

$40M
$1.5M

Median revenue growth · since first grant

+27%
+18%

Still filing today

68%
53%

New vs renewed · share of each year

In FY2025, 99% of grant dollars renewed an existing relationship; $59k 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
Arts & CultureHealthEducationAnimalsEnvironmentPhilanthropyOther

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

  • TN
    THE NEUBERGER BERMAN FOUNDATION
    2× · 2020–2021 · $450k · revenue +17%
  • HM
    Horace Mann School
    2× · 2021–2024 · $400k · revenue +7%
  • CP
    CENTRAL PARK CONSERVANCY INC
    4× · 2017–2022 · $279k · revenue +76%

Funded once

  • EU
    EMORY UNIVERSITY
    one grant, 2017 · $160k
  • MI
    MANHATTAN INSTITUTE FOR POLICY RESEARCH INCgraduated
    one grant, 2018 · $119k · revenue +26%
  • CE
    CONGREGATION EMANUEL
    one grant, 2023 · $75k

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
American Museum of Natural History

The museum's mission statement is: "to discover, interpret, and disseminate - through scientific research and education - knowledge about human cultures, the natural world, and the universe."

Arts & Culture
2
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
3
The Brooklyn Institute of Arts and Sciences

The mission of the brooklyn institute of arts and sciences, d/b/a brooklyn museum (the "museum") is to bring people together through art and experiences that inspire celebration, compassion, courage, and the will to act. (see schedule o).

Arts & Culture
4
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
5
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
6
New York Genome Center Inc

Operate a state-of-the-art, world-class genomic research center that creates and uses advanced genomics to understand the genetic basis of disease. for more information, see schedule o.

Health
7
The Neue Galerie New York
Arts & Culture
8
Manhattanville University

To educate students to be ethical and socially responsible leaders in a global community.

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
Museum of Jewish Heritage a Living Memorial to the Holocaust

The museum of jewish heritage - a living memorial to the holocaust is new york's contribution to the global responsibility to never forget. see schedule o for additional information.

Arts & Culture
11
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
12
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

For reference, the grantee most central to the portfolio’s shape is New York Cares Inc and the most unlike its peers is The Neuberger Berman Foundation. 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 backsteadyVolunteer Fire DepartmentsPolicy Research & AdvocacyFraternal Service Organizat…Industry & Professional Ass…Evangelical Christian Churc…International Development A…Labor Union BenefitsPrivate Member ClubsFamily Philanthropic Founda…Hospital-Based Clinical CareDisease-Specific Research &…Performing Arts Organizatio…Nyc Youth Education Programs
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 42 years old; the field is 16. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number22%2%<5yr14%4%5–10yr19%15%10–20yr16%19%20–35yr13%28%35–55yr16%32%55yr+
THE FIELDby orgYOUR MONEYby value22%1%<5yr14%0%5–10yr19%4%10–20yr16%3%20–35yr13%83%35–55yr16%10%55yr+

The field is 22% startups (under 5 years old) — 2% of your grantees by number, and just 1% of your money.

Closures · last 5 years

The orgs you fund almost never close — 2% lost their exemption, against 13% of the field you don’t fund.

orgs you fund
2%2/115
the rest of the field
13%
240,394/1,819,450

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.

04the grantee network

106 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. 106 of the 168 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.

2
Load-bearing (≥25% of a budget)
11
Early backer (in before they grew)
102/106
Grantees still filing
72/106
Grew since you first funded

Where your money sits — by cause, then by grantee

FIDELITY CHARITABLE SERVICES-ACCTZ9700442 — $13,600,000 · OtherFIDELITY CHARITABLE SERVICES-ACCTZ9700442FIDELITY CHARITABLE SERVICES — $13,270,719 · OtherFIDELITY CHARITABLE SERVICESJEWISH COMMUNAL FUND - ACCT XXX-XX-XXXX — $9,365,000 · OtherJEWISH COMMUNAL FUND - ACCT XXX-XX-XXXX+107 more — $2,195,549 · Other+107 moreFIDELITY INVESTMENTS CHARITABLE GIFT FUND — $6,600,000 · Community ImprovementFIDELITY INVE…+1 more — $2,000 · Community ImprovementJEWISH COMMUNAL FUND — $5,626,986 · PhilanthropyJEWISH COMMUN…THE NEUBERGER BERMAN FOUNDATION — $450,000 · PhilanthropyTHE NEUBERGER…+6 more — $104,175 · PhilanthropyAMERICAN FOLK ART MUSEUM — $192,500 · Arts & CultureNew York Historical Society — $129,900 · Arts & CultureFRIENDS OF THE NEUBERGER MUSEUM OF ART INC — $117,200 · Arts & CultureAFRICAN ENVIRONMENTAL FILM FOUNDATION — $75,000 · Arts & CultureGEORGIA O'KEEFFE MUSEUM — $75,000 · Arts & CultureTHE BEDFORD HISTORICAL SOCIETYINC — $71,900 · Arts & CultureMetropolitan Opera Association Inc — $69,074 · Arts & CultureWHITNEY MUSEUM OF AMERICAN ART — $56,545 · Arts & CulturePHILADELPHIA MUSEUM OF ART — $50,000 · Arts & CultureARTSCONNECTION INC — $45,000 · Arts & CultureAMERICAN FRIENDS OF THE ISRAEL MUSEUM — $45,000 · Arts & Culture+13 more — $188,260 · Arts & CultureHorace Mann School — $400,000 · EducationTHE BARUCH COLLEGE FUND — $251,375 · EducationTHE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK — $111,500 · EducationGREENWICH COUNTRY DAY SCHOOL INC — $50,000 · Education+8 more — $82,600 · EducationCENTRAL PARK CONSERVANCY INC — $279,200 · Recreation & SportsA BROADER WAY FOUNDATION — $32,000 · Recreation & SportsAFRICAN PARKS FOUNDATION OF AMERICA — $20,000 · Recreation & Sports+2 more — $14,700 · Recreation & SportsNEW YORK BOTANICAL GARDEN — $180,000 · EnvironmentWestchester Land Trust Inc — $45,000 · EnvironmentMECOX BAY CONSERVANCY INC — $25,000 · Environment+4 more — $18,000 · Environment
Other$38,431,268Community Improvement$6,602,000Philanthropy$6,181,161Arts & Culture$1,115,379Education$895,475Recreation & Sports$345,900Environment$268,000

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 budgetFIDELITY INVESTMENTS CHARITABLE GIFT FUND — $6,600,000 over 3y, 0.0% of budgetJEWISH COMMUNAL FUND — $5,626,986 over 3y, 0.2% of budgetTHE NEUBERGER BERMAN FOUNDATION — $450,000 over 2y, 18% of budgetHorace Mann School — $400,000 over 2y, 0.1% of budgetCENTRAL PARK CONSERVANCY INC — $279,200 over 4y, 0.2% of budgetTHE BARUCH COLLEGE FUND — $251,375 over 4y, 0.7% of budgetTHE DOE FUND INC — $194,500 over 2y, 0.2% of budgetAMERICAN FOLK ART MUSEUM — $192,500 over 5y, 2.4% of budgetNEW YORK BOTANICAL GARDEN — $180,000 over 3y, 0.1% of budgetNew York Historical Society — $129,900 over 6y, 0.1% of budgetBIDEAWEE INC — $121,560 over 4y, 0.4% of budgetMANHATTAN INSTITUTE FOR POLICY RESEARCH INC — $119,250 over 1y, 0.6% of budgetFRIENDS OF THE NEUBERGER MUSEUM OF ART INC — $117,200 over 4y, 5.3% of budgetTHE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK — $111,500 over 4y, 0.0% of budgetAFRICAN ENVIRONMENTAL FILM FOUNDATION — $75,000 over 1y, 39% of budgetGEORGIA O'KEEFFE MUSEUM — $75,000 over 1y, 0.6% of budgetTHE BEDFORD HISTORICAL SOCIETYINC — $71,900 over 4y, 7.0% of budgetTHE GLAUCOMA FOUNDATION INC — $70,000 over 2y, 2.4% of budgetMetropolitan Opera Association Inc — $69,074 over 4y, 0.0% of budgetWHITNEY MUSEUM OF AMERICAN ART — $56,545 over 4y, 0.0% of budgetTROOPATHON — $56,000 over 6y, 0.5% of budgetNORTHERN WESTCHESTER HOSPITAL CENTER FOUNDATION INC — $55,000 over 4y, 0.4% of budgetPHILADELPHIA MUSEUM OF ART — $50,000 over 1y, 0.1% of budgetGREENWICH COUNTRY DAY SCHOOL INC — $50,000 over 1y, 0.0% of budgetENDEAVOR THERAPEUTIC HORSEMANSHIP INC — $46,000 over 4y, 2.4% of budgetARTSCONNECTION INC — $45,000 over 2y, 0.7% of budgetWestchester Land Trust Inc — $45,000 over 3y, 0.5% of budgetAMERICAN FRIENDS OF THE ISRAEL MUSEUM — $45,000 over 3y, 0.2% of budgetBLYTHEDALE CHILDREN'S HOSPITAL — $39,000 over 3y, 0.0% of budgetA BROADER WAY FOUNDATION — $32,000 over 3y, 5.1% of budgetDIRECT RELIEF — $26,000 over 1y, 0.0% of budgetARCO COLLABORATIVE INC — $26,000 over 2y, 14% of budgetAMERICAN CANCER SOCIETY INC — $25,500 over 4y, 0.0% of budgetCANCER RESEARCH AND TREATMENT FUND INC — $25,000 over 2y, 1.1% of budgetSTORM KING ART CENTER — $25,000 over 1y, 0.1% of budgetLET'S GET READY INC — $25,000 over 2y, 0.5% of budgetPEF ISRAEL ENDOWMENT FUNDS INC — $25,000 over 1y, 0.0% of budgetCOPLAND HOUSE INC — $25,000 over 1y, 5.3% of budgetMIANUS RIVER GORGE INC — $25,000 over 7y, 0.5% of budgetRockland Farm Alliance Inc co Marianne T OToole as Trustee — $22,000 over 2y, 4.2% of budgetUNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC — $20,375 over 5y, 0.0% of budgetBOCA WEST CHILDREN'S FOUNDATION FKA BOCA WEST COMMUNITY CHARITABLE FOUNDATION — $20,000 over 2y, 0.6% of budgetWOUNDED WARRIOR PROJECT INC — $20,000 over 2y, 0.0% of budgetTHE JEWISH MUSEUM — $20,000 over 2y, 0.1% of budgetINTERSCHOOL ORCHESTRAS OF NEW YORK INC — $20,000 over 1y, 2.2% of budgetPARTNERSHIP TO END ADDICTION — $20,000 over 1y, 0.1% of budgetAMERICAN SOCIETY FOR YAD VASHEM INC — $20,000 over 2y, 0.2% of budgetThe United States Holocaust Memorial Museum — $20,000 over 2y, 0.0% 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.

Jewish Communal FundThe New York Communit…Peckham Family Founda…The Goldstein Family …Yvonne & Leslie Polla…Lanbro FoundationThe Richardson Founda…Ibm International Fou…The Ayco Charitable F…Hycliff FoundationThe Grunebaum Family …The Worby Charitable …
Jewish Communal FundNY24.6× affinity20 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Jewish Communal Fund · The New York Community Trust · Peckham Family Foundation · The Goldstein Family Foundation · Yvonne & Leslie Pollack Family Foundation Inc · Lanbro Foundation · The Richardson Foundation · Ibm International Foundation · The Ayco Charitable Foundation · Hycliff Foundation · The Grunebaum Family Fund · The Worby Charitable 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 Donna and Marvin Schwartz 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
’20’21’22’23’24’25
no gov · 110%3%13%28%50%your share of their income ↑0%8%15%22%30%share of the org’s income from government →median 0%
  • University of Miami — 5% of income from government
  • Bruce Museum Inc — 0% of income from government
  • Wounded Warrior Project Inc — 0% of income from government
no gov moneyreceives it· size = income
11get no government money at all
26report 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

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 Donna and Marvin Schwartz Foundation?

Find your warmest path to The Donna and Marvin Schwartz 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 168 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 2025, released 2025. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

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 camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home
State money flows
the interactive map of money crossing state lines