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The Phyllis and Perry Schwartz Foundation at a glanceAlso receives grants: funding profile →

· Private foundation

The Phyllis and Perry 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.

$70k
Granted FY2025still arriving
9
Grants FY2025still arriving
3
States reached
$20k
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, FY2021 to 2025.

Health$338kPhilanthropy$87kEmployment$65kInternational$63kArts & Culture$49kCrime & Legal$45kPublic Benefit$18kPublic Safety & Disaster$15kOther$0
02FY2025 · 9 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k6 grants · $23k
  • $10k–50k3 grants · $47k
$7,000
Median grant
3
States reached
$654k
Total assets
Largest grants
RecipientAmount
NORTH SUBURBAN LEGAL AID$20,000
RAVINIA FESTIVAL ASSN$16,459
CHAI LIFELINE$10,628
JAC EDUCATION FOUNDATION$7,500
LES TURNER ALS FOUNDATION$7,000
VESTIBULAR DISORDERS ASSOC$5,000
HIGHLAND PARK POLICE DEPT$3,104
CHICAGO BOTANIC GARDEN$299
THRESHHOLDS$50
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 (FY21–24, $66k) land where the poverty rate runs at 8%, against an area that typically sits at 11%. 2% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 11%VICTIMS FIRST INC: $1k → 14%ASPIRITECH: $20k → 8%ASPIRITECH: $20k → 8%ASPIRITECH: $20k → 8%ASPIRITECH: $5k → 8%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.

87%of every dollar goes to organizations it has funded before.
$587k · 15 repeat orgs$91k to everyone else

15 repeat relationships: 8 still active in FY2025, 7 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

15
13

Total granted

$587k
$71k

Median revenue growth · since first grant

0%
+25%

Still filing today

60%
62%

New vs renewed · share of each year

In FY2025, 71% of grant dollars renewed an existing relationship; $20k went to new ones.

50%100%’21’22’23’24’25
RenewedFirst-time

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

’21’22’23’24’25
HealthPhilanthropyInternationalHuman ServicesArts & CultureEducationOther
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

  • TT
    THE THRESHOLDS
    4× · 2021–2025 · $123k · revenue +38%
  • RAVINIA FESTIVAL ASSOCIATION
    5× · 2021–2025 · $49k · revenue +52%
  • PS
    Planting Seeds International
    2× · 2021–2022 · $30k · revenue +121%

Funded once

  • AF
    AMERICAN FRIENDS OF MAGEN DAVID ADOM
    one grant, 2024 · $30k · revenue 0%
  • HI
    HELPHOPELIVE INCgraduated
    one grant, 2023 · $25k · revenue +35%
  • PP
    PLANNED PARENTHOOD FOUNDATION
    one grant, 2023 · $5k
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
Gastro Intestinal Research Foundation Inc

The GI Research Foundation works to treat, prevent, and cure digestive diseases. In collaboration with the physicians and scientists at the University of Chicago Digestive Diseases Center, we fund innovative clinical and laboratory…

Health
2
The Donor Advised Fund of the Vbf

The organization was formed to be operated in perpetuity exclusively for charitable purposes.

Religion
3
Ucsf Foundation Investment Company

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

Education
4
The Israel Innovation Fund Inc

Our vision is to reignite the zionist spirit and meet the needs of jewish civilization in the twenty-first century by connecting people around the world through the vibrancy and creativity of contemporary israeli culture.

Arts & Culture
5
Digestive Disease Research Foundation

Conduct and support clinical medical research in the field of gastroenterology.

Health
6
Chicago Chesed Fund

To raise and distribute funds, goods, food, and assistance to the poverty-stricken in the jewish community.

Human Services
7
Vitalant Foundation

Vitalant foundation secures and stewards charitable gifts to support vitalant's mission to unite blood and biologics donors, talent and innovation to save and improve lives.

Health
8
Beyond Celiac

Beyond celiac unites with patients and partners to drive diagnosis, advance research, and accelerate the discovery of new treatments and a cure.

Health
9
Legal Advocates for Safe Science and Technology Inc

Using legal advocacy to make advances in science and technology safer for people and the planet.

Science & Tech
10
Amalgamated Charitable Foundation Inc

ACF is dedicated to supporting and increasing philanthropy by making grants to tax exempt organizations for their charitable, educational, scientific, literary or other 501c3 activities; promoting donor education and engagement, and civic…

Philanthropy
11
Legal Aid Chicago

At legal aid chicago, we work together to provide high quality civil legal aid to people living in poverty and other vulnerable groups.through advocacy, education, collaboration, and litigation we empower individuals, protect fundamental…

Crime & Legal
12
The Chicago Bar Foundation

The chicago bar foundation brings the legal community together through advocacy, funding, and innovation to improve access to justice for people in need and to make the legal system more fair, equitable, and effective.

Education
How this is measured
The grantee most central to the portfolio’s shape is Helphopelive Inc; the most unlike its peers is The Thresholds. 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

19 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. 19 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)
19/19
Grantees still filing
10/19
Grew since first funded

Where the money sits, by cause and then by grantee

THE THRESHOLDS: $123,308 · OtherTHE THRESHOLDSNAMI-NATL ALLIANCE MENTAL ILLNESS: $115,000 · OtherNAMI-NATL ALLIANCE MENTAL ILLNESSNORTH SHORE FOUNDATION: $81,500 · OtherNORTH SHORE FOUNDATIONLES TURNER ALS FOUNDATION: $25,500 · OtherLES TURNER ALS FOUNDATIONLEGAL AID CLINIC CHICAGO: $25,000 · OtherLEGAL AID CLINIC CHICAGONORTH SUBURBAN LEGAL AID: $20,000 · Other+10 more: $22,119 · Other+10 moreASPIRITECH NFP: $65,179 · Human ServicesASPIRITECH…+1 more: $1,000 · Human ServicesCHAI LIFELINE INC: $28,628 · HealthCHAI LIFEL…HELPHOPELIVE INC: $25,000 · HealthHELPHOPELI…VESTIBULAR DISORDERS ASSOCIATION: $10,149 · HealthVESTIBULAR…+1 more: $100 · HealthRAVINIA FESTIVAL ASSOCIATION: $49,413 · Arts & CultureAMERICAN FRIENDS OF MAGEN DAVID ADOM: $30,000 · InternationalWORLD CENTRAL KITCHEN INC: $4,100 · InternationalUNITED STATES FUND FOR UNICEF: $3,137 · InternationalPlanting Seeds International: $30,000 · PhilanthropyMichael Rolfe Pancreatic Cancer Foundation: $5,000 · Philanthropy+2 more: $1,300 · PhilanthropyJac Education Foundation: $17,500 · Education
Other$412,427Human Services$66,179Health$63,877Arts & Culture$49,413International$37,237Philanthropy$36,300Education$17,500

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 budgetTHE THRESHOLDS: $123,308 over 4y, 0.1% of budgetASPIRITECH NFP: $65,179 over 4y, 0.4% of budgetRAVINIA FESTIVAL ASSOCIATION: $49,413 over 5y, 0.0% of budgetAMERICAN FRIENDS OF MAGEN DAVID ADOM: $30,000 over 1y, 0.0% of budgetPlanting Seeds International: $30,000 over 2y, 9.4% of budgetCHAI LIFELINE INC: $28,628 over 2y, 0.1% of budgetHELPHOPELIVE INC: $25,000 over 1y, 0.3% of budgetJac Education Foundation: $17,500 over 2y, 12% of budgetVESTIBULAR DISORDERS ASSOCIATION: $10,149 over 2y, 0.9% of budgetMichael Rolfe Pancreatic Cancer Foundation: $5,000 over 1y, 0.6% of budgetWORLD CENTRAL KITCHEN INC: $4,100 over 2y, 0.0% of budgetNETWORK FOR GOOD: $3,705 over 2y, 0.0% of budgetUNITED STATES FUND FOR UNICEF: $3,137 over 1y, 0.0% of budgetVictims First Inc: $1,000 over 1y, 0.1% of budgetDESERT COMMUNITY FOUNDATION: $1,000 over 1y, 0.0% of budgetCHICAGO HORTICULTURAL SOCIETY: $696 over 4y, 0.0% of budgetMORAINE TOWNSHIP CHARITABLE FUND CHARITABLE FUND: $300 over 1y, 0.1% of budget112 EDUCATION FOUNDATION: $250 over 1y, 0.2% of budgetLewy Body Dementia Association Inc: $100 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.

Jewish Federation of …AbbVie FoundationAmerican Endowment Fo…National Philanthropi…American Online Givin…Donor Advised Charita…The Bank of America C…Fidelity Investments …Amazonsmile Foundation
Jewish Federation of Metropolitan ChicagoIL13.4× affinity4 shared granteesties to 8 of 8Hover any node to trace its alignments.Compare side by side →

Open a dossier: Jewish Federation of Metropolitan Chicago · AbbVie Foundation · American Endowment Foundation · National Philanthropic Trust · American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · The Bank of America Charitable Foundation 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 Phyllis and Perry Schwartz Foundation funds: left to right is the share of its income from government, bottom to top the share from The Phyllis and Perry Schwartz Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%1%4%8%15%funder's share of their income ↑0%5%10%15%20%share of the org’s income from government →
    no gov moneyreceives it· size = income
    1get no government money at all
    3report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–20%
    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 Phyllis and Perry Schwartz Foundation?

    Find your warmest path to The Phyllis and Perry 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 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 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Phyllis and Perry 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