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· Private foundation

The William and Valerie Schwartz Family Foundation

Its FY2025 filing reports that it accepted unsolicited grant applications.

$97k
Granted FY2025still arriving
13
Grants FY2025still arriving
7
States reached
$30k
Largest
01What it funds
0184% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2025.

Arts & Culture$211kHealth$112kEducation$71kPhilanthropy$53kReligion$24kHuman Services$13kRecreation & Sports$13kInternational$8kOther$0
02FY2025 · 13 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k9 grants · $22k
  • $10k–50k4 grants · $76k
$4,485
Median grant
7
States reached
$1.9M
Total assets
Largest grants
RecipientAmount
MUSEUM OF THE AMERICAN REVOLUTION$30,000
JEWISH FEDERATION OF GREATER PHILADELPHIA$23,000
THE SHIPLEY SCHOOL$12,500
MOUNT SINAI MED CTR FDN$10,000
PROSTATE CANCER FDN$5,000
CHOP FOUNDATION$5,000
CONGREGATION RODEPH SHALOM$4,485
THE ACADEMY OF MUSIC$2,000
SPARK YOUTH NYC$1,500
SALARTAST FAM FOUND$1,000
CAMP SUNSHINE$1,000
HOLY FAMILY HOME$1,000
PERMANENTLY DISABLED JOCKEY SF$1,000
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 (FY22–23, $1k) land where the poverty rate runs at 14%, against an area that typically sits at 11%. 41% of those dollars go to grantees based in above-average-need neighborhoods. Its grants spread fairly evenly across need levels.

area typical 11%FRIENDS OF YASHAR LACHAYAL: $720 → 8%UPLIFT CENTER FOR GRIEVING CHILDREN: $500 → 22%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

ME
NY
PA
NJ
CA
KY
DE
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.

91%of every dollar goes to organizations it has funded before.
$478k · 13 repeat orgs$48k to everyone else

Grantees it renews have grown median revenue +39% since the first grant, against 0% for those funded once.

13 repeat relationships: 8 still active in FY2025, 5 since wound down; 4 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

13
22

Total granted

$478k
$44k

Median revenue growth · since first grant

+39%
0%

Still filing today

54%
45%

New vs renewed · share of each year

In FY2025, 94% of grant dollars renewed an existing relationship; $5k went to new ones.

50%100%’20’21’22’23’24’25
RenewedFirst-time

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

’20’21’22’23’24’25
HealthEducationHuman ServicesArts & CultureInternationalPhilanthropyOther
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

  • MO
    MUSEUM OF THE AMERICAN REVOLUTION
    6× · 2020–2025 · $200k · revenue +123%
  • SS
    SHIPLEY SCHOOL
    6× · 2020–2025 · $59k · revenue +23%
  • PC
    PROSTATE CANCER FOUNDATION
    6× · 2020–2025 · $55k · revenue +57%

Funded once

  • HF
    HOSP FOR SPECIAL SURFERS FOUNDATION
    one grant, 2024 · $10k
  • RM
    RONALD MCDONALD HOUSE CHARITIES OF PHILADELPHIA
    one grant, 2022 · $10k
  • PHILADELPHIA ORCHESTRA ASSOCIATION
    one grant, 2024 · $5k · revenue 0%
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 Lieber Institute Inc

The mission of the institute is to translate basic genetic and molecular mechanisms of schizophrenia and related developmental brain disorders into clinical advances that change the lives of affected individuals. it is catalyzing a new…

Health
2
Dana-Farber Cancer Institute Inc

The mission of dfci is to provide expert, compassionate, and equitable care to children, adults, and their families, while advancing the understanding, diagnosis, treatment, cure, and prevention of cancer and related diseases. we train new…

Health
3
The Susan G Komen Breast Cancer Fdn Group

Susan g. komen 's mission is to save lives by meeting the most critical needs in our communities & investing in breakthrough research to prevent & cure breast cancer.

—
4
Memorial Sloan-Kettering Cancer Center

Leadership in the prevention, treatment, and cure of cancer through excellence, vision and cost effectiveness in patient care, outreach programs, research, and education.

Health
5
Lung Cancer Research Foundation

The mission of the lung cancer research foundation is to improve lung cancer outcomes by funding research for the prevention, diagnosis, treatment and cure of lung cancer.

Health
6
The Johns Hopkins Hospital

For more than 125 years, the mission of the johns hopkins hospital has been to lead the world in the diagnosis and treatment of disease and to train tomorrow's great physicians, nurses and scientists. above all, we aim to provide the…

Health
7
The Susan G Komen Breast Cancer Foundation Inc

Susan g. komen has an unmatched, comprehensive 360-degree approach to fighting breast cancer across all fronts and supporting millions of people in the u.s. and in countries worldwide. we advocate for policies to protect patients, drive…

Health
8
The Breast Cancer Research Foundation Inc

The mission of the breast cancer research foundation, inc. is to prevent and cure breast cancer by advancing the world's most promising research.

Public Safety & Disaster
9
New York Genome Center Inc

Operate a state-of-the-art, world-class genomic research center that creates and uses advanced genomics to understand the genetic basis of disease. for more information, see schedule o.

Health
10
Marc Lustgarten Pancreatic Cancer Foundation

The lustgarten foundation is the largest private funder of pancreatic cancer research in the world. see schedule o.the lustgarten foundation is boldly leading the way through hope and innovation, turning fear into action through education…

Human Services
11
Movember Foundation

Please refer to schedule o

Health
12
The Multiple Myeloma Research Foundation Inc

The multiple myeloma research foundation (mmrf) is the largest nonprofit in the world solely focused on accelerating acurefor multiple myeloma patient. we drive the development and delivery of next-generation therapies, leverage data to…

Health
How this is measured
The grantee most central to the portfolio’s shape is Birthright Israel Foundation; the most unlike its peers is Stable Recovery 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

21 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. 21 of the 40 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)
21/21
Grantees still filing
9/21
Grew since first funded

Where the money sits, by cause and then by grantee

MUSEUM OF THE AMERICAN REVOLUTION: $200,000 · Arts & CultureMUSEUM OF THE AMERICAN REVOLUTION+1 more: $5,000 · Arts & CultureMOUNT SINAI MED CTR FDN: $50,000 · OtherMOUNT SINAI MED CTR FDNIndividual grant recipient: $37,500 · OtherIndividual grant recipientRODEPH SHALOM CONGREGATION: $24,295 · OtherRODEPH SHALOM CONGREGATIONPHILADELPHIA Z00: $15,000 · OtherPHILADELPHIA Z00CHOP FOUNDATION: $12,500 · OtherCHOP FOUNDATIONHOSP FOR SPECIAL SURFERS FOUNDATION: $10,000 · OtherHOSP FOR SPECIAL SURFERS FOUNDATIONRONALD MCDONALD HOUSE CHARITIES OF PHILADELPHIA: $10,000 · OtherRONALD MCDONALD HOUSE CHARITIES OF …+18 more: $20,770 · Other+18 morePROSTATE CANCER FOUNDATION: $55,000 · PhilanthropyPROSTATE CANCER FOUND…JEWISH FEDERATION OF GREATER PHILADELPHIA: $52,620 · PhilanthropyJEWISH FEDERATION OF …SHIPLEY SCHOOL: $59,148 · EducationSHIPLEY SCHOO…YOUNG SCHOLARS CHARTER SCHOOL: $10,800 · EducationYOUNG SCHOLAR…+1 more: $1,000 · EducationBIRTHRIGHT ISRAEL FOUNDATION: $4,500 · InternationalHURU INTERNATIONAL INC: $3,000 · InternationalSTABLE RECOVERY INC: $2,000 · HealthCONCUSSION LEGACY FOUNDATION INC: $1,000 · HealthSALARTASH FAMILY FOUNDATION: $1,000 · HealthLIVING BEYOND BREAST CANCER: $500 · HealthBLOOD CANCER UNITED INC: $500 · HealthCAMP SUNSHINE AT SEBAGO LAKE INC: $2,750 · Recreation & Sports
Arts & Culture$205,000Other$180,065Philanthropy$107,620Education$70,948International$7,500Health$5,000Recreation & Sports$2,750

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 budgetMUSEUM OF THE AMERICAN REVOLUTION: $200,000 over 6y, 0.8% of budgetSHIPLEY SCHOOL: $59,148 over 6y, 0.0% of budgetPROSTATE CANCER FOUNDATION: $55,000 over 6y, 0.0% of budgetJEWISH FEDERATION OF GREATER PHILADELPHIA: $52,620 over 6y, 0.0% of budgetYOUNG SCHOLARS CHARTER SCHOOL: $10,800 over 2y, 0.1% of budgetPHILADELPHIA ORCHESTRA ASSOCIATION: $5,000 over 1y, 0.0% of budgetBIRTHRIGHT ISRAEL FOUNDATION: $4,500 over 1y, 0.0% of budgetHURU INTERNATIONAL INC: $3,000 over 3y, 0.2% of budgetCAMP SUNSHINE AT SEBAGO LAKE INC: $2,750 over 4y, 0.0% of budgetSTABLE RECOVERY INC: $2,000 over 2y, 0.1% of budgetCONCUSSION LEGACY FOUNDATION INC: $1,000 over 1y, 0.0% of budgetLAUREL HOUSE: $1,000 over 1y, 0.0% of budgetLITTLE SISTERS OF THE POOR OF THE CITY AND COUNTY OF PHILADELPHIA: $1,000 over 1y, 0.0% of budgetSALARTASH FAMILY FOUNDATION: $1,000 over 1y, 1.0% of budgetJoshua M Katz Memorial Fund: $1,000 over 1y, 0.3% of budgetROTHMAN INSTITUTE ORTHOPAEDIC FOUNDATION: $800 over 1y, 0.2% of budgetFriends of Yashar L'Chayal Inc: $720 over 1y, 0.0% of budgetLIVING BEYOND BREAST CANCER: $500 over 1y, 0.0% of budgetBLOOD CANCER UNITED INC: $500 over 1y, 0.0% of budgetUPLIFT CENTER FOR GRIEVING CHILDREN: $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.

  • Who funds MUSEUM OF THE AMERICAN REVOLUTION ↗
  • Who funds SHIPLEY SCHOOL ↗
  • Who funds PROSTATE CANCER FOUNDATION ↗
  • Who funds JEWISH FEDERATION OF GREATER PHILADELPHIA ↗
  • Who funds YOUNG SCHOLARS CHARTER SCHOOL ↗
  • Who funds PHILADELPHIA ORCHESTRA ASSOCIATION ↗
  • Who funds BIRTHRIGHT ISRAEL FOUNDATION ↗
  • Who funds HURU INTERNATIONAL INC ↗
  • Who funds CAMP SUNSHINE AT SEBAGO LAKE INC ↗
  • Who funds STABLE RECOVERY INC ↗
  • Who funds SPARKYOUTH NYC INC ↗
  • Who funds CONCUSSION LEGACY FOUNDATION INC ↗
  • Who funds LAUREL HOUSE ↗
  • Who funds LITTLE SISTERS OF THE POOR OF THE CITY AND COUNTY OF PHILADELPHIA ↗
  • Who funds SALARTASH FAMILY FOUNDATION ↗
  • Who funds Joshua M Katz Memorial Fund ↗
  • Who funds ROTHMAN INSTITUTE ORTHOPAEDIC FOUNDATION ↗
  • Who funds Friends of Yashar L'Chayal Inc ↗
  • Who funds LIVING BEYOND BREAST CANCER ↗
  • Who funds BLOOD CANCER UNITED INC ↗
  • Who funds UPLIFT CENTER FOR GRIEVING CHILDREN ↗

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 Saramar Charitable FundPA13.6× affinity4 shared granteesties to 7 of 7Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Saramar Charitable Fund · The William Penn Foundation · National Philanthropic Trust · Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · American Online Giving 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 William and Valerie Schwartz Family Foundation funds: left to right is the share of its income from government, bottom to top the share from The William and Valerie Schwartz Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 30%0%1%3%5%funder's share of their income ↑0%3%5%8%10%share of the org’s income from government →
    no gov moneyreceives it· size = income
    3get no government money at all
    5report 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 William and Valerie Schwartz Family Foundation?

    Find your warmest path to The William and Valerie Schwartz Family 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 40 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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