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The Schwartz Rosman Foundation at a glance

· Private foundation

The Schwartz Rosman Foundation

Its FY2025 filing reports that it accepted unsolicited grant applications.

$525k
Granted FY2025still arriving
21
Grants FY2025still arriving
7
States reached
$359k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0187% classified

What it funded, over time

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

Public Benefit$486kReligion$368kHealth$246kEducation$236kPhilanthropy$85kEnvironment$28kArts & Culture$13kInternational$10kOther$0
02FY2025 · 21 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k13 grants · $41k
  • $10k–50k7 grants · $125k
  • $250k+1 grant · $359k
$5,000
Median grant
7
States reached
$623k
Total assets
Largest grants
RecipientAmount
Individual grant recipient$359,000
HARVARD WESTLAKE SCHOOL$32,000
UNIVERSITY OF MICHIGAN$20,000
CARECURE EPILEPSY FOUNDATION$20,000
CEDARS-SINAI MEDICAL CENTER$19,000
THE IMPACT FORUM FOUNDATION$13,600
THE BOGGS SCHOOL$10,800
VALLEY BETH SHALOM$10,000
THE PUBLIC INTEREST NETWORK$9,000
TEMPLE ISRAEL OF HOLLYWOOD$6,417
JEWISH FREE LOAN ASSOCATION$5,000
Individual grant recipient$4,000
BUILDERS OF JEWISH EDUCATION$3,900
JEWISH FUNDERS NETWORK$2,499
JEWISH STORY PARTNERS$1,800
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 (FY25–25, $218) land where the poverty rate runs at 17%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%WOUNDED WARRIOR PROJECT: $218 → 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

ID
MI
NY
MA
OH
PA
NJ
CT
RI
CA
CO
MD
SC
DC
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.

94%of every dollar goes to organizations it has funded before.
$1.8M · 35 repeat orgs$115k to everyone else

Grantees it renews have grown median revenue +31% since the first grant, against +13% for those funded once.

35 repeat relationships: 15 still active in FY2025, 20 since wound down; 5 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

35
25

Total granted

$1.8M
$95k

Median revenue growth · since first grant

+31%
+13%

Still filing today

43%
52%

New vs renewed · share of each year

In FY2025, 96% of grant dollars renewed an existing relationship; $20k 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
EducationHealthPhilanthropyReligionArts & CultureEnvironmentOther
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

  • HS
    HARVARD-WESTLAKE SCHOOL
    9× · 2017–2025 · $159k · revenue +21%
  • CEDARS-SINAI MEDICAL CENTER
    5× · 2021–2025 · $87k · revenue +31%
  • UO
    University of Michigan
    5× · 2019–2025 · $71k · revenue +140%

Funded once

  • BD
    BNAI DAVID -JUDEA CONGREGATION
    one grant, 2024 · $40k
  • BI
    BIRTHRIGHT ISRAEL FOUNDATION
    one grant, 2024 · $10k · revenue 0%
  • CC
    CAFOUNDATION COMMERCE ED FUND
    one grant, 2021 · $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
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
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
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
4
The Jewish Agency for Israel

The jewish agency binds jews across ideologies and civilizations together in a worldwide jewish family with israel at its center. it provides the global framework for aliyah, ensures global jewish safety, strengthens jewish identity and…

—
5
Silicon Schools Fund Inc

The mission of the silicon schools fund is to improve education through supporting the launch of excellent new schools, improving academic instruction in existing schools, and by funding some of the boldest innovations in education…

Education
6
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…

—
7
Jewish Federation Council of Greater La

Based on jewish values, the jewish federation of greater los angeles convenes and leads the community and leverages its resources to assure the continuity of the jewish people, support a secure state of israel, care for jews in need here…

Philanthropy
8
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
9
The Israel Institute Inc

The israel institute, inc. (the institute) enhances knowledge about modern israel by ensuring that more students have access to courses about israel during their time on campus.

International
10
Jews of Color Initiative

The Jews of Color Initiatives mission is to advance racial equity in the U.S. Jewish community by centering the leadership of Jews of Color and ensuring that our communities and institutions reflect the multiracial reality of the Jewish…

Civil Rights
11
Association of California School Administrators

The association serves its members by creating resources that enable california school administrators to develop and apply creative leadership and management skills and in turn, improve the educational process for all students.

—
12
Jewish Voice Ministries Intl

To proclaim the gospel, grow the messianic jewish community and engage the church concerning israel and the jewish people. this is done through education, evangelism and being a movement leader, all with excellence in order to transform…

—
How this is measured
The grantee most central to the portfolio’s shape is Board of Jewish Education Inc; the most unlike its peers is The Star 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

35 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. 35 of the 66 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)
6
Early backer (in before they grew)
34/35
Grantees still filing
22/35
Grew since first funded

Where the money sits, by cause and then by grantee

Jumpstart Labs Inc DBA Jewish JUMPSTART JSLABS: $475,075 · OtherJumpstart Labs Inc DBA Jewish JUMPSTART JSLABSIndividual grant recipient: $380,647 · OtherIndividual grant recipientTEMPLE ISRAEL OF HOLLYWOOD: $252,539 · OtherTEMPLE ISRAEL OF HOLLYWOODUniversity of Michigan: $70,500 · OtherVARIOUS CHARITABLE ORGANIZATIONS: $60,556 · OtherEPILEPSY FOUNDATION OF LA: $53,200 · Other+39 more: $282,870 · Other+39 moreHARVARD-WESTLAKE SCHOOL: $159,300 · EducationHARVARD-WE…+6 more: $11,136 · Education+6 moreCEDARS-SINAI MEDICAL CENTER: $87,168 · Health+3 more: $4,836 · HealthBUREAU OF JEWISH EDUCATION OF GREATER LOS ANGELES INC: $18,500 · ReligionBOARD OF JEWISH EDUCATION INC: $14,500 · ReligionJ STREET EDUCATION FUND INC: $1,800 · ReligionIMPACT FORUM FOUNDATION: $13,600 · PhilanthropyAMERICAN FRIENDS OF LEKET ISRAEL INC: $3,600 · PhilanthropyTHE STAR FOUNDATION: $2,818 · PhilanthropyJEWISH FUNDERS NETWORK: $2,499 · PhilanthropyCLIMATE RESOLVE: $10,372 · EnvironmentTHE ALLIANCE FOR CLIMATE PROTECTION: $6,018 · EnvironmentBIRTHRIGHT ISRAEL FOUNDATION: $10,000 · International
Other$1,575,387Education$170,436Health$92,004Religion$34,800Philanthropy$22,517Environment$16,390International$10,000

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 budgetJumpstart Labs Inc DBA Jewish JUMPSTART JSLABS: $475,075 over 2y, 20% of budgetHARVARD-WESTLAKE SCHOOL: $159,300 over 9y, 0.0% of budgetCEDARS-SINAI MEDICAL CENTER: $87,168 over 5y, 0.0% of budgetUniversity of Michigan: $70,500 over 5y, 7.6% of budgetBUREAU OF JEWISH EDUCATION OF GREATER LOS ANGELES INC: $18,500 over 5y, 0.1% of budgetBOARD OF JEWISH EDUCATION INC: $14,500 over 3y, 0.1% of budgetCLIMATE RESOLVE: $10,372 over 7y, 0.1% of budgetBIRTHRIGHT ISRAEL FOUNDATION: $10,000 over 1y, 0.0% of budgetLOS ANGELES CLEANTECH INCUBATOR: $9,300 over 2y, 0.1% of budgetKATAHDIN FOUNDATION: $9,000 over 5y, 0.2% of budgetTHE ALLIANCE FOR CLIMATE PROTECTION: $6,018 over 2y, 0.0% of budgetAMERICAN FRIENDS OF LEKET ISRAEL INC: $3,600 over 1y, 0.0% of budgetBIG VISION FOUNDATION INC: $3,144 over 3y, 0.1% of budgetTHE STAR FOUNDATION: $2,818 over 2y, 2.5% of budgetLA PROMISE FUND: $2,500 over 1y, 0.0% of budgetLATINO U COLLEGE ACCESS INC: $2,500 over 1y, 0.3% of budgetPHASE ONE FOUNDATION: $2,036 over 2y, 0.1% of budgetHOMEBOY INDUSTRIES: $2,018 over 2y, 0.0% of budgetORT AMERICA INC: $1,800 over 1y, 0.0% of budgetEDUCATORS FOR EXCELLENCE INC: $1,800 over 1y, 0.0% of budgetJ STREET EDUCATION FUND INC: $1,800 over 1y, 0.0% of budgetAMERICAN CANCER SOCIETY INC: $1,800 over 1y, 0.0% of budgetTHE POSSE FOUNDATION INC: $1,536 over 2y, 0.0% of budgetHEBREW ACADEMY OF CLEVELAND: $1,250 over 1y, 0.0% of budgetCAMP RAMAH IN CALIFORNIA INC: $1,118 over 2y, 0.0% of budgetCure Sanfilippo Foundation: $1,000 over 1y, 0.1% of budgetTHE GOHAN SOCIETY: $1,000 over 1y, 0.3% of budgetInclusion Matters by Shanes Inspiration: $1,000 over 1y, 0.1% of budgetHarmony Project: $1,000 over 1y, 0.0% of budgetTHE MIGUEL CONTRERAS FOUNDATION: $518 over 1y, 0.1% of budgetWOUNDED WARRIOR PROJECT INC: $218 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 Jumpstart Labs Inc DBA Jewish JUMPSTART JSLABS ↗
  • Who funds HARVARD-WESTLAKE SCHOOL ↗
  • Who funds CEDARS-SINAI MEDICAL CENTER ↗
  • Who funds University of Michigan ↗
  • Who funds BUREAU OF JEWISH EDUCATION OF GREATER LOS ANGELES INC ↗
  • Who funds BOARD OF JEWISH EDUCATION INC ↗
  • Who funds IMPACT FORUM FOUNDATION ↗
  • Who funds CLIMATE RESOLVE ↗
  • Who funds BIRTHRIGHT ISRAEL FOUNDATION ↗
  • Who funds LOS ANGELES CLEANTECH INCUBATOR ↗
  • Who funds KATAHDIN FOUNDATION ↗
  • Who funds THE ALLIANCE FOR CLIMATE PROTECTION ↗
  • Who funds AMERICAN FRIENDS OF LEKET ISRAEL INC ↗
  • Who funds BIG VISION FOUNDATION INC ↗
  • Who funds THE STAR FOUNDATION ↗
  • Who funds LA PROMISE FUND ↗
  • Who funds LATINO U COLLEGE ACCESS INC ↗
  • Who funds JEWISH FUNDERS NETWORK ↗
  • Who funds PHASE ONE FOUNDATION ↗
  • Who funds HOMEBOY INDUSTRIES ↗

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 Community Foun…The Annenberg Foundat…California Community …Jewish Communal FundJewish Federation Cou…Gs Donor Advised Phil…The Shimon Ben Joseph…Koret FoundationLiberty Hill Foundati…Weingart FoundationMorgan Stanley Global…Jewish Community Fede…
Jewish Community Foundation of Los AngelesCA22.4× affinity9 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Jewish Community Foundation of Los Angeles · The Annenberg Foundation · California Community Foundation · Jewish Communal Fund · Jewish Federation Council of Greater La · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · The Shimon Ben Joseph Foundation Dba Jim Joseph Foundation · Koret Foundation · Liberty Hill Foundation · Weingart Foundation · Morgan Stanley Global Impact Funding Trust Inc · Jewish Community Federation of San Francisco the Peninsula Marin & Sonoma

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

2024
’20’21’22’23’24’25
no gov · 10%2%6%14%25%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 0%
  • Wounded Warrior Project Inc: 0% of income from government
no gov moneyreceives it· size = income
1get no government money at all
8report 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.

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 66 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

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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