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The Stephen & Carole Schwartz Foundation Inc at a glance

· Private foundation

The Stephen & Carole Schwartz Foundation Inc

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.

$457k
Granted FY2024still arriving
46
Grants FY2024still arriving
5
States reached
$75k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0188% classified

What it funded, over time

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

Arts & Culture$988kHealth$423kAnimals$322kEnvironment$231kCivil Rights$134kPublic Benefit$105kEducation$86kInternational$57kOther$0
02FY2024 · 46 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k21 grants · $82k
  • $10k–50k24 grants · $300k
  • $50k–250k1 grant · $75k
$10,000
Median grant
5
States reached
$5.9M
Total assets
Largest grants
RecipientAmount
BAY ST THEATER$75,000
BRIGHAM AND WOMEN'S HOSPITAL$25,000
DRAMATISTS LEGAL DEFENSE FUND$20,000
CLIMATE EMERGENCY FUND$20,000
RAINFOREST FOUNDATION$20,000
CINCINNATI ZOO & BOTANICAL GARDEN$15,000
Individual grant recipient$15,000
A NEW CHANCE ANIMAL RESCUE$15,000
BANK STREET COLLEGE OF EDUCATION$10,000
ROAR (RIDGEFIELD OPERATION FOR ANIMAL RESCUE)$10,000
MAZZONI CENTER$10,000
RVNA$10,000
CAREPARK HOME CARE$10,000
THE ASCAP FOUNDATION$10,000
NORTH SHORE ANIMAL LEAGUE$10,000
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 (FY19–23, $29k) land where the poverty rate runs at 14%, against an area that typically sits at 11%. 72% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%FAMILY ANNEX: $5k → 6%PROSPECTS OPPORTUNITY & ENRICHMENT: $2k → 9%BROADWAY ADVOCACY COALITION: $20k → 17%PROSPECTS OPPORTUNITY & ENRICHMENT INC DBA THE PROSPECTOR THEATER: $1k → 9%ORPHANED STARFISH FOUNDATION: $1k → 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

NH
WA
MN
IL
NY
MA
WY
OH
PA
CT
CA
VA
NC
SC
DC
LA
AL
GA
TX
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.

72%of every dollar goes to organizations it has funded before.
$1.9M · 54 repeat orgs$733k to everyone else

Grantees it renews have grown median revenue +34% since the first grant, against +16% for those funded once.

54 repeat relationships: 35 still active in FY2024, 19 since wound down; 11 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

54
55

Total granted

$1.9M
$661k

Median revenue growth · since first grant

+34%
+16%

Still filing today

56%
45%

New vs renewed · share of each year

In FY2024, 84% of grant dollars renewed an existing relationship; $72k 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
Arts & CultureAnimalsEnvironmentInternationalHuman ServicesCivil RightsOther
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

  • CE
    CLIMATE EMERGENCY FUND
    3× · 2021–2024 · $55k · revenue +145%
  • RF
    RAINFOREST FOUNDATION INC
    3× · 2021–2024 · $55k · revenue +10%
  • TD
    THE DRAMATISTS GUILD FUND INC
    3× · 2019–2023 · $55k · revenue +60%

Funded once

  • SM
    SUNRISE MOVEMENT EDUCATION FUND
    one grant, 2021 · $50k · revenue -75%
  • BA
    BRIGHAM AND WOMEN'S HOSP
    one grant, 2019 · $50k
  • GL
    GIFFORDS LAW CTR TO PREVENT GUN VIOLENCE
    one grant, 2021 · $50k
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 American Theatre Guild

The american theatre guild is dedicated to providing the experience of live theatre to foster passion, inspire creativity and empower youth within our communities.

Arts & Culture
2
Rainforest Trust

Rainforest trust saves endangered wildlife and protects our planet by creating rainforest reserves through partnerships, community engagement, and donor support.

International
3
New York City Center Inc

The mission of new york city center is to be new york city's leading center for dance and musical theater. dedicated to making the arts accessible to the broadest possible audience, city center seeks to create a welcoming environment and…

Arts & Culture
4
American Repertory Theatre Co Inc

Seeks to expand the boundaries of theater, producing, performing and presenting works of literary, experimental and educational value. provide a home for outstanding artists, a training ground for young artists (including an extensive…

Arts & Culture
5
The Irish Repertory Theatre Companyinc

The irish repertory theatre (the "theatre") mission is to bring works by irish and irish american masters and contemporary playwrights to american audiences, to provide a context for understanding the contemporary irish american experience…

—
6
En Garde Arts Inc

To produce bold theatre experiences that reach across artistic, physical and social boundries. We aim to increase empathy and open-mindedness by illuminating nuanced perspectives and unspoken truths behind the salient issues of our time.…

Arts & Culture
7
Fauna & Flora International Usa Inc

Our mission is to act to conserve threatened species and ecosystems worldwide, choosing solutions that are sustainable, based on sound science and take into account human needs.

Philanthropy
8
Asociacion Interamericana Para La Defensa Del Ambiente

To strenghten people's ability to guarantee their individual and collective right to a healthy environment, via the development, implementation, and effective enforcement of national and international law.

Crime & Legal
9
The British Academy of Film and Television Arts North America Inc

The specific purposes for which bafta na is organized is to promote, maintain, improve and advance original and creative work among individuals employed professionally in film and television production and allied industries, to create and…

Arts & Culture
10
Natural Areas Conservancy Inc

The natural areas conservancy champions urban natural areas in new york city and across the nation through innovative research, partnerships, and advocacy. we increase the health and resilience of urban forests and wetlands, catalyze…

Environment
11
American Humane Association

Founded in 1877, american humane association, dba american humane society (american humane) is committed to ensuring the safety, welfare and well-being of animals. our leadership programs are first to serve in promoting and nurturing the…

Animals
12
Academy of Television Arts and Sciences

The Television Academy is dedicated to celebrating excellence, innovation and the advancement of the telecommunications arts and sciences through recognition, education and leadership, while fostering a diverse, inclusive and accessible…

—
How this is measured
The grantee most central to the portfolio’s shape is Broadway Caresequity Fights Aids Inc; the most unlike its peers is Henry Morgenthau Preserve Inc. 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

63 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. 63 of the 122 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.

2
Load-bearing (≥25% of a budget)
13
Early backer (in before they grew)
61/63
Grantees still filing
41/63
Grew since first funded

Where the money sits, by cause and then by grantee

BAY ST THEATER: $575,000 · OtherBAY ST THEATERMASS GENERAL BRIGHAM INCORPORATED: $125,000 · OtherMASS GENERAL BRIGHAM INCORPORATEDMASS GENERAL HOSP FAUSTMAN RES: $75,000 · Other+76 more: $897,450 · Other+76 moreTHE DRAMATISTS GUILD FUND INC: $55,000 · Arts & CultureTHE DRAMAT…BAY STREET THEATRE FESTIVAL INC: $50,000 · Arts & CultureBAY STREET…ASCAP FOUNDATION: $30,000 · Arts & CultureASCAP FOUN…GINGOLD THEATRICAL GROUP: $25,000 · Arts & CultureGINGOLD TH…THE COMPLEX SAG HARBOR INC: $25,000 · Arts & CultureTHE COMPLE…NEW LONDON BARN PLAYHOUSE INC: $20,000 · Arts & CultureNEW LONDON…THEATRE NOW NEW YORK INC: $10,000 · Arts & Culture+8 more: $25,900 · Arts & Culture+8 moreZOOLOGICAL SOCIETY OF CINCINNATI: $40,000 · AnimalsZOOLOGICAL…A NEW CHANCE ANIMAL RESCUE INC: $35,000 · AnimalsA NEW CHAN…NORTH SHORE ANIMAL LEAGUE AMERICA INC: $32,500 · AnimalsNORTH SHOR…Ridgefield Operation for Animal Rescue Inc: $31,000 · AnimalsRidgefield…AUSTIN PETS ALIVE INC: $25,000 · AnimalsAUSTIN PET…CONNECTICUT HUMANE SOCIETY: $24,000 · AnimalsCONNECTICU…THE ANIMAL HAVEN INC: $15,000 · AnimalsTHE ANIMAL…THE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS: $12,500 · AnimalsWILD BIRD FUND INC: $11,000 · AnimalsMY DOG IS MY HOME INC: $10,000 · Animals+1 more: $1,000 · AnimalsCLIMATE EMERGENCY FUND: $55,000 · EnvironmentCLIMATE E…RAINFOREST FOUNDATION INC: $55,000 · EnvironmentRAINFORES…SUNRISE MOVEMENT EDUCATION FUND: $50,000 · EnvironmentSUNRISE M…THE CENTER FOR RURAL ENTERPRISE AND ENVIRONMENTAL JUSTICE: $25,000 · EnvironmentTHE CENTE…350ORG: $17,500 · Environment350ORGNATURAL RESOURCES DEFENSE COUNCIL INC: $10,000 · Environment+1 more: $6,000 · EnvironmentCATALYZE A CURE FOUNDATION: $75,000 · HealthSHRINERS HOSPITALS FOR CHILDREN: $35,000 · Health+1 more: $1,000 · HealthMANHATTAN COUNTRY SCHOOL INC: $32,500 · EducationBANK STREET COLLEGE OF EDUCATION: $30,000 · EducationCOLUMBIA GREENHOUSE NURSERY SCHOOL: $5,000 · EducationDRAMATISTS LEGAL DEFENSE FUND INC: $30,000 · Civil RightsAMERICAN CIVIL LIBERTIES UNION FOUNDATION INC: $16,000 · Civil RightsNEW GEORGIA PROJECT INC: $10,000 · Civil RightsGIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE: $10,000 · Civil Rights
Other$1,672,450Arts & Culture$240,900Animals$237,000Environment$218,500Health$111,000Education$67,500Civil Rights$66,000

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 budgetCATALYZE A CURE FOUNDATION: $75,000 over 2y, 40% of budgetCLIMATE EMERGENCY FUND: $55,000 over 3y, 1.1% of budgetRAINFOREST FOUNDATION INC: $55,000 over 3y, 0.4% of budgetTHE DRAMATISTS GUILD FUND INC: $55,000 over 3y, 0.8% of budgetSUNRISE MOVEMENT EDUCATION FUND: $50,000 over 1y, 0.3% of budgetBAY STREET THEATRE FESTIVAL INC: $50,000 over 2y, 0.7% of budgetZOOLOGICAL SOCIETY OF CINCINNATI: $40,000 over 2y, 0.0% of budgetA NEW CHANCE ANIMAL RESCUE INC: $35,000 over 2y, 8.4% of budgetSHRINERS HOSPITALS FOR CHILDREN: $35,000 over 2y, 0.0% of budgetMANHATTAN COUNTRY SCHOOL INC: $32,500 over 4y, 0.2% of budgetNORTH SHORE ANIMAL LEAGUE AMERICA INC: $32,500 over 5y, 0.0% of budgetRidgefield Operation for Animal Rescue Inc: $31,000 over 6y, 1.9% of budgetBANK STREET COLLEGE OF EDUCATION: $30,000 over 4y, 0.0% of budgetASCAP FOUNDATION: $30,000 over 3y, 0.4% of budgetDRAMATISTS LEGAL DEFENSE FUND INC: $30,000 over 2y, 51% of budgetTHE CENTER FOR RURAL ENTERPRISE AND ENVIRONMENTAL JUSTICE: $25,000 over 1y, 1.7% of budgetAUSTIN PETS ALIVE INC: $25,000 over 1y, 0.2% of budgetThe Children's Health Fund: $25,000 over 1y, 0.3% of budgetGINGOLD THEATRICAL GROUP: $25,000 over 4y, 2.2% of budgetFAUNALYTICS: $25,000 over 1y, 3.0% of budgetCONNECTICUT HUMANE SOCIETY: $24,000 over 5y, 0.1% of budgetDIABETES EMPOWERMENT INTERNATIONAL FOUNDATION: $22,200 over 6y, 3.4% of budgetCOOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE INC: $20,000 over 2y, 0.0% of budgetNEW LONDON BARN PLAYHOUSE INC: $20,000 over 1y, 1.7% of budgetBROADWAY ADVOCACY COALITION INC: $20,000 over 1y, 2.4% of budget350ORG: $17,500 over 2y, 0.1% of budgetAMERICAN CIVIL LIBERTIES UNION FOUNDATION INC: $16,000 over 3y, 0.0% of budgetTHE ANIMAL HAVEN INC: $15,000 over 2y, 0.9% of budgetALI FORNEY CENTER INC: $15,000 over 2y, 0.0% of budgetTHE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS: $12,500 over 1y, 0.0% of budgetWILD BIRD FUND INC: $11,000 over 3y, 0.4% of budgetMY DOG IS MY HOME INC: $10,000 over 1y, 5.1% of budgetTHEATRE NOW NEW YORK INC: $10,000 over 1y, 7.0% of budgetNortheast Avian Rescue Inc: $10,000 over 2y, 10% of budgetNEW GEORGIA PROJECT INC: $10,000 over 1y, 0.0% of budgetGIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE: $10,000 over 1y, 0.1% of budgetHOPEWELL FUND: $10,000 over 1y, 0.0% of budgetRVNAHEALTH INC: $10,000 over 4y, 0.0% of budgetNATURAL RESOURCES DEFENSE COUNCIL INC: $10,000 over 1y, 0.0% of budgetHUMAN FIRST COALITION: $7,500 over 2y, 0.2% of budgetTHE RIDGEFIELD PLAYHOUSE FOR MOVIES AND THE PERFORMING ARTS INC: $6,000 over 2y, 0.1% of budgetWestchester Land Trust Inc: $6,000 over 3y, 0.1% of budgetROSIE'S THEATER KIDS INC: $5,000 over 1y, 0.2% of budgetTHE FAMILY ANNEX: $5,000 over 1y, 0.5% of budgetCOLUMBIA GREENHOUSE NURSERY SCHOOL: $5,000 over 1y, 0.3% of budgetFLIGHT PATH DANCE FOUNDATION INC: $5,000 over 4y, 0.8% of budgetTHE PERFORMANCE ZONE INC: $5,000 over 1y, 0.1% of budgetCALIFORNIA COMMUNITY FOUNDATION: $5,000 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 Shubert Foundatio…Jewish Communal FundTaylor-Zemo Foundatio…The Goldstone Family …Anna-Maria and Stephe…Cornelia T Bailey Cha…The Goldman Sachs Cha…Hispanic Federation I…The Ayco Charitable F…Ge Aerospace Foundati…The Robert Wood Johns…Morgan Stanley Global…
The Shubert Foundation IncNY17× affinity6 shared granteesties to 9 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Shubert Foundation Inc · Jewish Communal Fund · Taylor-Zemo Foundation Inc · The Goldstone Family Foundation · Anna-Maria and Stephen Kellen Foundation Inc C/O Joel E Sammet & Co LLP · Cornelia T Bailey Charitable Trust · The Goldman Sachs Charitable Gift Fund · Hispanic Federation Inc · The Ayco Charitable Foundation · Ge Aerospace Foundation · The Robert Wood Johnson Foundation · Morgan Stanley Global Impact Funding Trust Inc

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

2024
’20’21’22’23’24’25
no gov · 80%4%15%34%60%funder's share of their income ↑0%6%13%19%25%share of the org’s income from government →median 1%
  • Rvnahealth Inc: 2% of income from government
  • The Ridgefield Playhouse for Movies and the Performing Arts Inc: 1% of income from government
  • Shriners Hospitals for Children: 0% of income from government
no gov moneyreceives it· size = income
8get no government money at all
14report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–25%
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 122 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

Play a game based on Stephen & Carole 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