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The Donna and Marvin Schwartz Foundation at a glance

· 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 it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
01100% classified

What it funded, over time

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

Philanthropy$49MArts & Culture$1.2MEducation$1.1MHealth$580kEnvironment$381kRecreation & Sports$355kAnimals$236kHousing & Shelter$215kOther$0
02FY2025 · 23 grants

Where the money goes

Grants by size, and the largest recipients.

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
Individual grant recipient$10,000
TROOPATHON$10,000
PHOENIX HOUSE$10,000
CONGREGATION KEHILATH JESHURUN$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

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 (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 its grants land in higher-need ZIPs.

area typical 10%WOUNDED WARRIOR PROJECT: $10k → 14%EAST END HOSPICE: $3k → 7%WOUNDED WARRIOR PROJECT INC: $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
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

IL
NY
MA
OH
PA
NJ
CT
CA
VA
NM
NC
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.

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

Grantees it renews have grown median revenue +32% since the first grant, against +18% for those 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

+32%
+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
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 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%
  • AE
    AFRICAN ENVIRONMENTAL FILM FOUNDATION
    one grant, 2017 · $75k · revenue -74% · 39% of their budget
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
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
How this is measured
The grantee most central to the portfolio’s shape is New York Cares Inc; 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.
04the grantee network

106 grantees tracked through their own filings, 2017–2026.

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 2026, 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

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

Where the money sits, by cause and 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 & CultureAMERICAN FRIENDS OF THE ISRAEL MUSEUM: $45,000 · Arts & CultureARTSCONNECTION INC: $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 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 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 budgetGREENWICH COUNTRY DAY SCHOOL INC: $50,000 over 1y, 0.0% of budgetPHILADELPHIA MUSEUM OF ART: $50,000 over 1y, 0.1% of budgetENDEAVOR THERAPEUTIC HORSEMANSHIP INC: $46,000 over 4y, 2.4% of budgetAMERICAN FRIENDS OF THE ISRAEL MUSEUM: $45,000 over 3y, 0.2% of budgetWestchester Land Trust Inc: $45,000 over 3y, 0.5% of budgetARTSCONNECTION INC: $45,000 over 2y, 0.7% of budgetBLYTHEDALE CHILDREN'S HOSPITAL: $39,000 over 3y, 0.0% of budgetA BROADER WAY FOUNDATION: $32,000 over 3y, 5.1% of budgetARCO COLLABORATIVE INC: $26,000 over 2y, 14% of budgetDIRECT RELIEF: $26,000 over 1y, 0.0% of budgetAMERICAN CANCER SOCIETY INC: $25,500 over 4y, 0.0% of budgetMIANUS RIVER GORGE INC: $25,000 over 7y, 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 budgetCANCER RESEARCH AND TREATMENT FUND INC: $25,000 over 2y, 1.1% of budgetLET'S GET READY INC: $25,000 over 2y, 0.5% of budgetSTORM KING ART CENTER: $25,000 over 1y, 0.1% 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 budgetAMERICAN SOCIETY FOR YAD VASHEM INC: $20,000 over 2y, 0.2% of budgetINTERSCHOOL ORCHESTRAS OF NEW YORK INC: $20,000 over 1y, 2.2% of budgetBOCA WEST CHILDREN'S FOUNDATION FKA BOCA WEST COMMUNITY CHARITABLE FOUNDATION: $20,000 over 2y, 0.6% of budgetTHE JEWISH MUSEUM: $20,000 over 2y, 0.1% of budgetWOUNDED WARRIOR PROJECT INC: $20,000 over 2y, 0.0% of budgetAFRICAN PARKS FOUNDATION OF AMERICA: $20,000 over 2y, 0.1% of budgetPARTNERSHIP TO END ADDICTION: $20,000 over 1y, 0.1% 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.

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.

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

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

2024
’20’21’22’23’24’25
no gov · 110%3%13%28%50%funder's 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
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.
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 from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 168 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 Donna and Marvin Schwartz’s filings →

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 endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home