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· Private foundation

The Marilyn and Harry Swimmer 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.

$29k
Granted FY2024still arriving
11
Grants FY2024still arriving
2
States reached
$10k
Largest
01What it funds
0197% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Religion$71kHuman Services$26kPhilanthropy$23kInternational$20kHealth$15kEducation$12kPublic Safety & Disaster$11kArts & Culture$6kOther$0
02FY2024 · 11 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k10 grants · $19k
  • $10k–50k1 grant · $10k
$1,000
Median grant
2
States reached
$182k
Total assets
Largest grants
RecipientAmount
Jewish Foundation of Charlotte$10,000
Temple Israel$7,270
Individual grant recipient$3,500
Levine Jewish Community Center$1,000
Jewish Family Services$1,000
Individual grant recipient$1,000
Face to Face Foundation$1,000
Hebrew Cemetary Association$1,000
Paula Takacs Foundation$1,000
Dahlia Grove Homeless Shelter$1,000
Drumstrong$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 (FY17–20, $21k) land where the poverty rate runs at 7%, against an area that typically sits at 12%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 12%MISTY MEADOWS MITEY RIDERS: $11k → 7%MISTY MEADOWS MITEY RIDERS: $6k → 7%MISTY MEADOWS MITEY RIDERS: $4k → 7%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.
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.

74%of every dollar goes to organizations it has funded before.
$146k · 14 repeat orgs$52k to everyone else

Grantees it renews have grown median revenue +122% since the first grant, against +20% for those funded once.

14 repeat relationships: 4 still active in FY2024, 10 since wound down; 7 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

14
23

Total granted

$146k
$33k

Median revenue growth · since first grant

+122%
+20%

Still filing today

29%
30%

New vs renewed · share of each year

In FY2024, 36% of grant dollars renewed an existing relationship; $19k went to new ones.

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

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

’17’18’20’21’22’23’24
EducationHealthRecreation & SportsAnimalsHuman ServicesEmploymentOther
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

  • TI
    TEMPLE ISRAEL
    6× · 2017–2024 · $39k
  • LJ
    LEVINE JEWISH COMMUNITY CENTER
    7× · 2017–2024 · $22k
  • MM
    MISTY MEADOWS MITEY RIDERS INC
    3× · 2017–2020 · $21k · revenue -26%

Funded once

  • JF
    JEWISH FEDERATION OF GREATER CHARLO
    one grant, 2018 · $7k
  • JF
    JEWISH FEDERATION OF GRATER CHARLOT
    one grant, 2017 · $6k
  • IG
    Individual grant recipient
    one grant, 2018 · $6k
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
Carolina Therapeutic Riding Inc

Connecting humans with horses to transform lives and bring hope.

Animals
2
Hopes Chariot Inc

Provides therapeutic sessions utilizing horses our program offers therapeutic riding and experiential therapy and learning via Equine Assisted Psychotherapy and other activities, providing the opportunity to improve mental health and…

Human Services
3
Humane Society of Charlotte Inc

Humane Society of Charlotte mission is to champion the wellbeing of companion animals and strengthen their bond with the people who know, love, and need them.

Animals
4
The Shepherds Center of Charlotte

The Shepherds Center of Charlotte enriches the lives of older adults by providing a network of support to increase social connection, expand access to critical resources, and combat the negative effects of isolation.

—
5
Wings of Hope Therapeutic Riding Program Inc
—
6
Saratoga Therapeutic Equestrian Program

Established in 1986, Saratoga Therapeutic Equestrian Program (STEP) is a charitable not-for-profit 501 (c) (3) organization, registered in New York State and located at New Forest Equestrian Centre in Glenville, NY. STEP is dedicated to…

Animals
7
Equestrian Therapy Program

Therapy for Handicap

Health
8
Bright Futures Farm

Equine sanctuary. accepts elder equines in need of rehabilitation and/or retirement.

Animals
9
Harry a Biszantz Memorial Center Tranquility Farms

Provides humane retirement opportunities for Thoroughbred horses.

Animals
10
Monterey Bay Horsemanship & Therapeutic Center

Providing horse based therapy for handicapped and developmentally disabled adults and children.

Human Services
11
Sanctuary At Horse Hammock Inc
Animals
12
High Horses Center for Equine- Assisted Services

To improve the well-being of people with special needs through a therapeutic equine experience.

Unclassified
How this is measured
The grantee most central to the portfolio’s shape is American Hebrew Academy Inc; the most unlike its peers is Dahlia Grove. 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

12 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. 12 of the 44 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.

0
Load-bearing (≥25% of a budget)
5
Early backer (in before they grew)
11/12
Grantees still filing
7/12
Grew since first funded

Where the money sits, by cause and then by grantee

TEMPLE ISRAEL: $39,374 · OtherTEMPLE ISRAELLEVINE JEWISH COMMUNITY CENTER: $22,000 · OtherLEVINE JEWISH COMMUNITY CENTERJEWISH FEDERATION OF CHARLOTTE: $20,000 · OtherJEWISH FEDERATION OF CHARLOTTEJEWISH FOUNDATION: $18,500 · OtherJEWISH FOUNDATIONJewish Foundation of Charlotte: $10,000 · OtherJewish Foundation of CharlotteDRUMSFORCURES INC: $9,000 · OtherJEWISH FEDERATION OF GREATER CHARLO: $6,500 · OtherJEWISH FEDERATION OF GRATER CHARLOT: $6,000 · Other+27 more: $38,200 · Other+27 moreMISTY MEADOWS MITEY RIDERS INC: $20,500 · Human ServicesMISTY MEADO…The Foundation of Shalom Park: $1,080 · Recreation & SportsMACCABI USA INC: $1,000 · Recreation & SportsAMERICAN HEBREW ACADEMY INC: $1,000 · EducationQueens University of Charlotte: $1,000 · EducationTreesCharlotte: $1,500 · EnvironmentEQUUVATION INC: $1,000 · HealthCarolina Breast Friends Inc: $250 · HealthDahlia Grove: $1,000 · Employment
Other$169,574Human Services$20,500Recreation & Sports$2,080Education$2,000Environment$1,500Health$1,250Employment$1,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetMISTY MEADOWS MITEY RIDERS INC: $20,500 over 3y, 2.1% of budgetTreesCharlotte: $1,500 over 3y, 0.1% of budgetThe Foundation of Shalom Park: $1,080 over 3y, 0.0% of budgetAMERICAN HEBREW ACADEMY INC: $1,000 over 2y, 0.0% of budgetQueens University of Charlotte: $1,000 over 1y, 0.0% of budgetEQUUVATION INC: $1,000 over 1y, 0.3% of budgetDahlia Grove: $1,000 over 1y, 0.4% of budgetMACCABI USA INC: $1,000 over 1y, 0.0% of budgetBROOK HILL RETIREMENT CENTER FOR HORSES INC: $250 over 1y, 0.1% of budgetCarolina Breast Friends Inc: $250 over 1y, 0.0% 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 MISTY MEADOWS MITEY RIDERS INC ↗
  • Who funds TreesCharlotte ↗
  • Who funds The Foundation of Shalom Park ↗
  • Who funds AMERICAN HEBREW ACADEMY INC ↗
  • Who funds Queens University of Charlotte ↗
  • Who funds EQUUVATION INC ↗
  • Who funds Dahlia Grove ↗
  • Who funds MACCABI USA INC ↗
  • Who funds Echo Foundation ↗
  • Who funds The American Saddlebred Legacy Foundatio ↗

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.

Foundation for the CarolinasNC22.4× affinity9 shared granteesties to 10 of 10Hover any node to trace its alignments.Compare side by side →

Open a dossier: Foundation for the Carolinas · Barbara & Jerry Levin Charitable Foundation · The Marc & Mattye Silverman Family Foundation · Duke Energy Foundation · The Bank of America Charitable Foundation Inc · Paypal Charitable Giving Fund · American Online Giving Foundation Inc · National Philanthropic Trust · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile 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 Marilyn and Harry Swimmer Family Foundation funds: left to right is the share of its income from government, bottom to top the share from The Marilyn and Harry Swimmer Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get 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
    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 Marilyn and Harry Swimmer Family Foundation?

    Find your warmest path to The Marilyn and Harry Swimmer 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 from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 44 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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