· 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.
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 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
Amber years are those where most dollars went to a sponsor.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2017–2024.
Where the money goes
Your grants by size, and where they go.
| Recipient | Amount |
|---|---|
| HRDC | $3,200 |
| CALIFORNIA WESTERN SCHOOL OF LAW | $2,200 |
| BOYS & GIRLS CLUB OF THE CONEJO VALLEY | $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 |
| ACRE | $1,000 |
| Individual grant recipient | $1,000 |
| BAY LAUREL ELEMENTARY SCHOOL PARENT FACULTY ASSOCIATION | $1,000 |
| NORTHRIDGE HOSPITAL FOUNDATION | $850 |
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.
Your 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. Your grants skew toward lower-need ZIPs.
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
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.
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.
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
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.
Where new relationships form · theme of each grantee’s first grant
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
- RIREACH INC2× · 2023–2024 · $24k · revenue +18%
- CWCALIFORNIA WESTERN SCHOOL OF LAW7× · 2017–2023 · $13k · revenue +10%
- GNGOOD NEWS RESCUE MISSION3× · 2017–2019 · $8k · revenue +4%
Funded once
- MFMANNA FOOD BANK INCone grant, 2020 · $2k · revenue +23%
- MOMUSEUM OF WRITING INSTRUMENTS INCone grant, 2017 · $1k
- JFJEWISH FAMILY SERVICE OF LOS ANGELESgraduatedone grant, 2020 · $1k · revenue +55%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
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.
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…
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…
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…
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…
The california dental association is committed to the success of our members in service to their patients and the public.
The organization provides professional investment management services for endowed gifts and financial assets entrusted to the ucsf 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…
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…
To support educational, research and public functions and programs of the riverside campus of the university of california.
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…
San Diego Jewish Academy empowers each student to learn for life, guided by Jewish values and rooted in strength of community.
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…
For reference, the grantee most central to the portfolio’s shape is Donor Advised Charitable Giving Inc and 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.
Your grantees are a median of 32 years old; the field is 14. You back the established end — and your money leans older still.
The field is 24% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 14% of the field you don’t fund.
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.
20 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. 20 of the 31 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.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
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.
- Who funds DONOR ADVISED CHARITABLE GIVING INC ↗
- Who funds JEWISH COMMUNITY FOUNDATION OF LOS ANGELES ↗
- Who funds REACH INC ↗
- Who funds NEW MUSICALS INC ↗
- Who funds THEATER RESOURCES UNLIMITED INC ↗
- Who funds CALIFORNIA WESTERN SCHOOL OF LAW ↗
- Who funds HAWAII COMMUNITY FOUNDATION ↗
- Who funds GOOD NEWS RESCUE MISSION ↗
- Who funds Oak Park High School Athletic Booster Club ↗
- Who funds SHOLEM EDUCATIONAL INSTITUTE ↗
- Who funds CONEJO VALLEY UNITED SOCCER CLUB ↗
- Who funds WILL GEERS THEATRICUM BOTANICUM ↗
- Who funds Rose-Hulman Institute of Technology ↗
- Who funds BAY LAUREL ELEMENTARY SCHOOL PARENT FACULTY ASSOCIATION ↗
- Who funds LAS VIRGENES EDUCATIONAL FOUNDATION ↗
- Who funds MANNA FOOD BANK INC ↗
- Who funds JEWISH FAMILY SERVICE OF LOS ANGELES ↗
- Who funds NORTHRIDGE HOSPITAL FOUNDATION ↗
- Who funds HOPE VILLAGE SAN DIEGO ↗
- Who funds Camp Kesem National ↗
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.
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
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 Montage Foundation Daniel C Schwartz Treasurer 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.
- Manna Food Bank Inc — 8% of income from government
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.
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.