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The Montage Foundation Daniel C Schwartz Treasurer at a glance

· Private foundation

The Montage Foundation Daniel C Schwartz Treasurer

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.

$19k
Granted FY2022
13
Grants FY2022
5
States reached
$3k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead

Read this first · the figures below need context

90% of The Montage Foundation Daniel C Schwartz Treasurer’s FY2024 grant dollars went to Jewish Community Foundation Of The Jewish Federation Council Of Greater Los Angeles, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2024 names 3 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2022, the last year The Montage Foundation Daniel C Schwartz Treasurer named its own grantees at scale: 8 organizations, $19k. It is dated, not current.

Organizations named directly on the return

8
’17
10
’18
9
’19
8
’20
8
’21
8
’22
7
’23
3
’24

Amber years are those where most dollars went to a sponsor.

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 2024.

Philanthropy$362kArts & Culture$53kHealth$25kYouth Development$18kRecreation & Sports$15kCrime & Legal$13kEducation$10kCommunity Improvement$10kOther$0
02FY2022 · 13 grants

Where the money goes

Grants by size, and the largest recipients.

$1,200
Median grant
5
States reached
$0
Total assets
Largest grants
RecipientAmount
HRDC$3,200
BOYS & GIRLS CLUB OF THE CONEJO VALLEY$2,200
CALIFORNIA WESTERN SCHOOL OF LAW$2,200
NEW MUSICALS INC$2,000
ROSE-HULMAN INSTITUTE OF TECHNOLOGY$1,300
THE WORKER'S CIRCLE$1,200
THEATER RESOURCES UNLIMITED INC$1,200
OAK PARK HIGH SCHOOL ATHLETIC BOOSTER CLUB$1,050
TERRAIN EXHIBITIONS$1,000
Individual grant recipient$1,000
BAY LAUREL ELEMENTARY SCHOOL PARENT FACULTY ASSOCIATION$1,000
ACRE$1,000
NORTHRIDGE HOSPITAL FOUNDATION$850
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 (FY17–24, $33k) land where the poverty rate runs at 11%, against an area that typically sits at 11%. 28% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 11%REACH INC: $20k → 10%GOOD NEWS RESCUE MISSION: $4k → 14%CAMP KESEM: $500 → 14%GOOD NEWS RESCUE MISSION: $2k → 14%REACH INC: $4k → 10%GOOD NEWS RESCUE MISSION: $2k → 14%JEWISH FAMILY SERVICE OF LOS ANGELES: $1k → 14%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

MT
IL
WI
NY
IN
CA
NE
NC
HI
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.
$158k · 21 repeat orgs$7k to everyone else

21 repeat relationships: 11 still active in FY2022, 10 since wound down; 2 grantees were first funded in FY2022 (too recent to call). Read against FY2022, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

21
5

Total granted

$158k
$5k

Median revenue growth · since first grant

+4%
+37%

Still filing today

57%
60%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

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

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

’17’18’19’20’21’22’23’24
Human ServicesArts & CultureEducationRecreation & SportsHousing & ShelterFood & NutritionOther
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

  • RI
    REACH INC
    2× · 2023–2024 · $24k · revenue +18%
  • CW
    CALIFORNIA WESTERN SCHOOL OF LAW
    7× · 2017–2023 · $13k · revenue +10%
  • GN
    GOOD NEWS RESCUE MISSION
    3× · 2017–2019 · $8k · revenue +4%

Funded once

  • MF
    MANNA FOOD BANK INC
    one grant, 2020 · $2k · revenue +11%
  • JF
    JEWISH FAMILY SERVICE OF LOS ANGELESgraduated
    one grant, 2020 · $1k · revenue +55%
  • MO
    MUSEUM OF WRITING INSTRUMENTS INC
    one grant, 2017 · $1k
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
Ucla Foundation

The ucla foundation is the giving, receiving, and investing arm of the ucla campus. the foundation enables private donors to help build, sustain and advance one of the world's finest academic and research institutions. private philanthropy…

Education
2
The Shalom Hartman Institute of North America

The shalom hartman institute (shi) is a leading research and educational center serving israel and world jewry. we work to enrich the moral and spiritual life of israel and the jewish people, deepen the commitment to pluralism and israel's…

International
3
University of Southern California Hillel Foundation

To create an informed, celebratory and satisfying jewish community for students at the university of southern california, to deepen jewish identity through social, intellectual and spiritual participation, to offer diversified…

—
4
Uc Santa Barbara Foundation

The uc santa barbara foundation actively works to further the goals of the university of california, santa barbara. the foundation seeks to maintain and nurture the university's quality and distinction. on behalf of the campus, the…

Education
5
California Dental Association

The california dental association is committed to the success of our members in service to their patients and the public.

Community Improvement
6
Ucsf Foundation Investment Company

The organization provides professional investment management services for endowed gifts and financial assets entrusted to the ucsf foundation.

Education
7
University of California Irvine Foundation

The mission of the university of california, irvine foundation (uc irvine foundation) is to raise and manage private funds to support uc irvine's broader mission of excellence in teaching, research and public service. to this end, the uc…

Education
8
California College of the Arts

California college of the arts educates students to shape culture and society through the practice and critical study of art, architecture, design, and writing. benefitting from its san francisco bay area location, the college prepares…

Education
9
Uc Riverside Foundation

To support educational, research and public functions and programs of the riverside campus of the university of california.

Education
10
Naval Postgraduate School Foundation Inc

Our mission is to support the naval postgraduate school by providing funding and programmatic support for education, research, technology development, institutional initiatives, and community programs that advance national security and…

Education
11
San Diego Jewish Academy

San Diego Jewish Academy empowers each student to learn for life, guided by Jewish values and rooted in strength of community.

Education
12
Los Angeles Opera Company

To serve the public by producing world-class opera that preserves, promotes and advances the art form while embodying the diversity, spirit and artistic sensibility unique to los angeles. we envision an engaged and enlightened community in…

Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is Donor Advised Charitable Giving Inc; the most unlike its peers is Hope Village San Diego. 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

20 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. 20 of the 31 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)
2
Early backer (in before they grew)
19/20
Grantees still filing
11/20
Grew since first funded

Where the money sits, by cause and then by grantee

DONOR ADVISED CHARITABLE GIVING INC: $176,130 · PhilanthropyDONOR ADVISED CHARITABLE GIVING INCJEWISH COMMUNITY FOUNDATION OF LOS ANGELES: $176,130 · PhilanthropyJEWISH COMMUNITY FOUNDATION OF LOS ANGELES+2 more: $10,850 · PhilanthropyBOYS & GIRLS CLUB OF THE CONEJO VALLEY: $15,700 · OtherBOYS & GIRLS…HRDC: $9,950 · OtherHRDCSHOLEM EDUCATIONAL INSTITUTE: $5,950 · OtherSHOLEM EDUCA…THE WORKER'S CIRCLE: $3,950 · OtherTHE WORKER'S…Rose-Hulman Institute of Technology: $3,300 · OtherRose-Hulman …BAY LAUREL ELEMENTARY SCHOOL PARENT FACULTY ASSOCIATION: $3,250 · OtherBAY LAUREL E…ACRE: $3,250 · OtherACRELAS VIRGENES EDUCATIONAL FOUNDATION: $2,700 · Other1IN6ORG: $2,100 · OtherTERRAIN EXHIBITIONS: $2,000 · Other+5 more: $5,500 · Other+5 moreNEW MUSICALS INC: $22,350 · Arts & CultureNEW MUSIC…THEATER RESOURCES UNLIMITED INC: $18,800 · Arts & CultureTHEATER R…WILL GEERS THEATRICUM BOTANICUM: $4,000 · Arts & CultureWILL GEER…REACH INC: $23,500 · Human ServicesGOOD NEWS RESCUE MISSION: $7,700 · Human Services+2 more: $1,500 · Human ServicesCALIFORNIA WESTERN SCHOOL OF LAW: $13,100 · EducationOak Park High School Athletic Booster Club: $7,100 · EducationCONEJO VALLEY UNITED SOCCER CLUB: $5,900 · Recreation & SportsMANNA FOOD BANK INC: $2,000 · Food & NutritionHOPE VILLAGE SAN DIEGO: $700 · Housing & Shelter
Philanthropy$363,110Other$57,650Arts & Culture$45,150Human Services$32,700Education$20,200Recreation & Sports$5,900Food & Nutrition$2,000Housing & Shelter$700

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 budgetDONOR ADVISED CHARITABLE GIVING INC: $176,130 over 1y, 0.0% of budgetJEWISH COMMUNITY FOUNDATION OF LOS ANGELES: $176,130 over 1y, 0.1% of budgetREACH INC: $23,500 over 2y, 0.4% of budgetNEW MUSICALS INC: $22,350 over 8y, 4.5% of budgetTHEATER RESOURCES UNLIMITED INC: $18,800 over 7y, 4.4% of budgetCALIFORNIA WESTERN SCHOOL OF LAW: $13,100 over 7y, 0.0% of budgetHAWAII COMMUNITY FOUNDATION: $10,000 over 1y, 0.0% of budgetGOOD NEWS RESCUE MISSION: $7,700 over 3y, 0.1% of budgetOak Park High School Athletic Booster Club: $7,100 over 5y, 1.8% of budgetSHOLEM EDUCATIONAL INSTITUTE: $5,950 over 5y, 1.7% of budgetCONEJO VALLEY UNITED SOCCER CLUB: $5,900 over 3y, 0.2% of budgetWILL GEERS THEATRICUM BOTANICUM: $4,000 over 4y, 0.1% of budgetRose-Hulman Institute of Technology: $3,300 over 2y, 0.0% of budgetBAY LAUREL ELEMENTARY SCHOOL PARENT FACULTY ASSOCIATION: $3,250 over 3y, 0.5% of budgetMANNA FOOD BANK INC: $2,000 over 1y, 0.1% of budgetJEWISH FAMILY SERVICE OF LOS ANGELES: $1,000 over 1y, 0.0% of budgetNORTHRIDGE HOSPITAL FOUNDATION: $850 over 1y, 0.0% of budgetHOPE VILLAGE SAN DIEGO: $700 over 2y, 0.2% of budgetCamp Kesem National: $500 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.

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.

The Bank of America C…National Philanthropi…Vanguard Charitable E…American Online Givin…Fidelity Investments …Donor Advised Charita…Amazonsmile Foundation
The Bank of America Charitable Foundation IncNC6.2× affinity5 shared granteesties to 6 of 6Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Bank of America Charitable Foundation Inc · National Philanthropic Trust · Vanguard Charitable Endowment Program · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · Donor Advised Charitable Giving Inc · 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 Montage Foundation Daniel C Schwartz Treasurer funds: left to right is the share of its income from government, bottom to top the share from The Montage Foundation Daniel C Schwartz Treasurer. 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%3%5%8%10%share of the org’s income from government →median 8%
  • Manna Food Bank Inc: 8% of income from government
no gov moneyreceives it· size = income
0get no government money at all
6report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–10%
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 Montage Foundation Daniel C Schwartz Treasurer?

Find your warmest path to The Montage Foundation Daniel C Schwartz Treasurer 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 31 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 2022, released 2022. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Montage Foundation Daniel C Schwartz Treasurer’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